📉 China Trade Collapse, Market Confusion, and the Degenerate Economy on Full DisplayJoin Howard Lindzon, Phil Pearlman, Tom Bruni, and Michael Parekh for a live episode from New York as the Trends With Friends crew breaks down an insane week in the markets, rising global tariffs, and why uncertainty is the only certainty. From container ships stopping cold to Canada’s political shock, Amazon pushing back on tariffs, and traders stuck between delusion and reality, it’s a masterclass in behavioral finance, policy risk, and staying sane through the chaos. Plus: Apple earnings, the most interesting chart in the world, and the rise of the degenerate economy.📍 Recorded live from New York City at Witz podcast studios in affiliation with The Stand🎙️ Hosted by the Trends With Friends crew🔑 Presented by StocktwitsKey Topics Covered:🚢 China Trade Crash – Container departures to the U.S. plunge as tariffs bite📉 The New Smoot-Hawley? – How Trump’s global 10% tariff threat is freezing trade🇨🇦 Canada’s Surprise Election – Why markets are ignoring a political shift at our border📊 Delusion vs. Reality – Behavioral breakdowns as markets bounce hard off the VIX 60 lows📈 Zweig Breadth Thrust vs. Financial Crisis Echoes – Which side wins?🛒 Amazon Adds Tariff Warnings – Retailers brace for the supply chain backlash🏦 Small Cap Struggle – Why the real damage might be happening in companies no one sees🥇 The Degenerate Economy Kit – From LA Golf to Manscape giveaways at the Cash Tag Awards💬 Why Being Honest Isn’t Partisan – A riff on politics, finance, and staying realSlides: https://docs.google.com/presentation/d/e/2PACX-1vSpwlTNeQ0Gh8N4XZaXn9PRMl8gLn27H9K_1pM1PE4ZSqDrmjTfin08eeSqm0Pg45VCSEVK5IdAXADM/pub?start=false&loop=false&delayms=3000Chapters00:00 Introduction and Setting the Stage10:25 Market Trends and Economic Indicators19:13 Investor Behavior and Market Psychology27:12 Earnings Reports and Corporate Responses35:42 The Impact of Tariffs on Retailers38:14 Earnings Season Insights42:37 Market Reactions and Analyst Expectations46:39 The State of American Brands50:51 Apple's Supply Chain Challenges59:29 Antitrust Issues in Tech01:06:29 Final Thoughts and Call to ActionWhere To Find Howard and Friends:• Howard - https://stocktwits.com/howardlindzon• Phil - https://stocktwits.com/ppearlman• Michael Parekh - https://stocktwits.com/MParekh• Tom Bruni - https://stocktwits.com/BruniChartingDisclaimer: All opinions expressed on this show are solely the opinions of the hosts’ and guests’ and do not reflect the opinions of Stocktwits, Inc. or its affiliates. The hosts are not SEC or FINRA registered advisors or professionals. The content of this show is for educational and entertainment purposes only. Please consult with your financial advisor before making any investment decision. Read the full terms & conditions here: https://stocktwits.com/about/legal/terms/
