On Episode 19 of Trends with Friends — Howard Lindzon, Phil Pearlman, JC Parets and Riley Rosebee review the Most Interesting Chart in the World, 52-Week Highs, Consumer Discretionary, Coinbase, The Degenerate Economy, Phrasing Trends and more.
Chapters
Welcome (0:00)
The Degenerate Economy (4:00)
Consumer Discretionary Outperforms (4:25)
DraftKings 52-Week High (5:27)
Equally-Weighted Golf Index (6:33)
DraftKings Seasonality (9:06)
Flutter Entertainment, FanDuel (9:28)
Rotation into Energy? (10:40)
Bitcoin 52-Week Highs (12:42)
Bitcoin Narratives (15:15)
BlackRock on Bitcoin (16:36)
Coinbase Crawls Back (18:55)
Bitcoin’s Resiliency (20:35)JC’s Greatest Risk (22:00)
Software You Can’t Shut Down, AVC (23:50)
The Most Interesting Chart in the World (29:00)
XPO Logistics (30:36)
Industrials 52-Week High (31:55)
Preventing Pickleball Injuries (35:19)
Thoughts on Ozempic (37:42)
Phrasing Trends (40:15)
Our Brand (40:57)
Direct Indexing (42:33)
JC’s Private Pickleball Lesson (44:00)
Traders DocuSeries in Asia (46:14)
Links
Software That You Can’t Shut Down — AVC
Improved Indexing via Thematic
Howard’s Blog
JC’s Blog
Pearl’s Prime Cuts
Riley’s Blog
Follow Us on Twitter
Howard Lindzon
JC Parets
Phil Pearlman
Riley Rosebee
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