Trends with Friends The Confluence of Degeneracy and Machines, Great Technology is First a Toy — Trends with Friends EP. 9
On this episode of Trends with Friends — Howard Lindzon, JC Parets, Phil Pearlman and Riley Rosebee review the confluence of degeneracy and machines, AI Applications, Great Technology is First a Toy, the State of the Market and more!
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Chapters
Welcome (0:00)
Intro (0:05)
JC’s Basketball and Wine Night (1:22)
Not Medical Advice (1:49)
Chart Art (2:21)
US Dollar x Short S&P 500 (2:57)
Shoutout to Howard Lindzon (4:53)
The Bull Steepener (6:28)
No Flight to Safety (8:00)
The World Didn’t End (9:59)
Every Cycle is Different (11:15)
Phil’s Spike Take (13:11)
Novo Nordisk (13:34)
Weight Watchers is Down Bad (15:48)
McDonalds $200B Market Cap (17:25)
The Degenerate Economy (18:09)
Cal-Maine Foods Flies Near ATHs (20:25)
Around the Horn on AI (21:15)
AI is Cheap (22:22)
The Confluence of Degeneracy and Machines (24:25)
JC’s AI Applications (26:40)
Great Technology is First a Toy (28:42)
Nasdaq 7-Month Highs (30:48)
Semiconductors are Strong (31:28)
Entrepreneurship + AI (35:11)
Foster Your Closest Relationships (35:58)
More Links
Wallstrip’s Mad Advice — https://youtu.be/d3OgvQ0cxjE?t=104
The Next Big Thing Will Look Like A Toy — https://cdixon.org/2010/01/03/the-next-big-thing-will-start-out-looking-like-a-toy
Howard’s Blog — https://www.howardlindzon.com/
JC's Blog — https://allstarcharts.com/blog/
Pearl’s Blog — https://primecuts.substack.com/
Riley’s Blog — https://rosebee.beehiiv.com/
Follow Us on Twitter
https://twitter.com/howardlindzon