On Episode 14 of Trends with Friends — Howard Lindzon, JC Parets, Phil Pearlman and Riley Rosebee review The Borked Economy, Bitcoin, Tech, Productivity via AI and Do We Care About The Debt Ceiling?

Chapters

Intro (0:00)

Chart Art (1:13)

Technology + Bitcoin (1:31)

Crypto Friday’s (1:40)

Equally-Weighted Technology (2:35)

S&P 500 vs S&P 500 Equally-Weighted (4:40)

The Market is Borked (6:38)

Productivity Advancement via AI (10:21)

Incumbents Have an Edge (11:25)

Phil’s Quick Tip (14:49)

Degenerate Check-In (16:00)

Eye’s on Healthcare (18:06)

Do We Care About The Debt Ceiling? (19:17)

Phil’s Final Debt Take (21:31)

Links

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The Borked Economy, Productivity Advancement via AI and Do We Care About the Debt Ceiling?