Trends with Friends

Why You Should Pay Attention to Sector Rotation, the Stock JC Loves at the Moment, and Chinese ETFs

Feb 1, 2024

Expert stock investor JC shares insights on sector rotation, favorite stock picks, and Chinese ETFs. The importance of sleep, unforced errors, and a wild alligator story are also discussed. Stay tuned for exciting updates on Trends with Friends!

51:26

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Quick takeaways

Understanding sector rotation is essential for successful investing.

JC's stock pick, MPC, shows promising potential for growth.

Considering Chinese ETFs as an investment opportunity amidst market reticence.

Deep dives

Investing in SMCI: A base that is digesting massive gains

SMCI has been showing a strong base and consolidation, digesting significant gains. This stock has the potential to go higher, especially given its connection to AI companies and the technology sector. Keep an eye on SMCI and consider buying if it breaks out above $83.

Introduction

3min

Alligator Encounters on the Golf Course

5min

Travel Plans, Sleep Struggles, and Market Updates

2min

Exploring Sector Rotation in the Stock Market

26min

Measuring Success on Social Media

10min

Discussion on Nancy Pelosi, Lenny Dykstra, and Swing Trading Service Scams

2min

Indulging in Luxurious Dining

4min

In today’s episode, Howard, JC, Phil, and Riley discuss the following:

Why we’re having sector rotations and what it means for the market
One of JC’s favorite stocks in the market right now
Why you should be looking at Chinese ETFs
The importance of sleep on your health and limiting unforced errors
And, of course, how Howard’s friend got his finger bit off by an alligator

Share your thoughts on the show by leaving a review. P.S. Big things are coming for Trends With Friends! We’ve partnered with Pen Name Consulting, which is behind some of the biggest podcasts in the world. Stay tuned for some exciting updates. If you aren’t already, be sure to subscribe to Trends with Friends here https://www.howardlindzon.com/

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In this episode, the friends cover:

(00:00) Welcome to Trends with Friends

(03:08) Howard’s friend loses a finger to an alligator and how he’s planning revenge

(10:09) Vanguard market fund closes at an all-time high and it’s just not tech hitting ATHs

(13:45) Small-cap industrials also reaching all-time highs

(14:30) Our job is to form suspicion and invest accordingly and why sector rotation is important to pay attention

(17:47) MPC - JC’s stock pick

(19:20) The wild dreams JC is having

(20:34) Sector rotation and stock breakouts

(24:40) Analysis of the Russell 2000 and what makes up the index

(30:22) SMCI reaching ATH, the importance of having a journal, and Stocktwits analysis