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 

https://twitter.com/ppearlman 

https://twitter.com/allstarcharts

https://twitter.com/be_rosebee