Google and Apple’s Potential Partnership, Inflation’s Impact On The Market and The Future of TikTok

In This Episode, The Friends Cover:

• Google and Apple’s potential AI partnership

• How Meme coins have become a cultural phenomenon in the crypto market

• A technical  analysis of Bitcoin

• The transparency of crypto markets

• The compression of time and the availability of new tools and platforms

• The impact of inflation on the bond market

• The lack of upside in the equities market 

• Trade ideas for Reliance Industries and Solana

• TikTok and its impact 

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This episode is brought to you by Frec — Helping You Invest In The S&P 500 & Save On Taxes: https://frec.com/

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Skip Ahead:

00:00 Introduction and Swag Talk

02:50 Mike Tyson’s Comeback Fight

04:26 Google Gemini May Partner With Apple  

08:36 Howard Lost A Tooth

09:34 The Acceleration of AI

13:05 The Longevity of Nvidia

18:10 The Multi-Trillion Dollar Crypto Market and the Movement of Money

21:14 Solana and The Meme Coin Phenomenon

25:18 Crypto Markets

27:28 Dogwifhat and The Benefit of Public Blockchains 

30:30 The Compression of Time 

33:10 Changing The Rules

35:17 Risk and Risk Management

37:28 Inflation and the Bond Market

39:20 Interest Rates and Commodity Prices

41:12  Exposure to CRB

42:15 Best Performing Sectors

43:37 No Evidence That Interest Rates Are Going Down

45:17 Lack of Upside in Equities Market

46:20 Trade Idea: Reliance Industries

47:34 Trade Idea: Selling Solana

51:25 CoStar Group and The Real Estate Market

55:00 Price And Popularity

1:00:18 Post-AI Data

1:01:20 TikTok and its Impact

1:05:11 The Three Asset Classes (Maybe Four) 

1:07:20 It’s Spring Get The Fuck Outside

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Referenced: 

• Mike Tyson Fight - https://www.fastcompany.com/91058313/netflix-mike-tyson-vs-jake-paul-fight-love-is-blind-sports

• Tyler Denk - https://twitter.com/denk

• Ram Ahluwalia - https://twitter.com/ramahluwalia

• Solana - https://coinmarketcap.com/currencies/solana/

• SafeDeal (SFD) - https://coinmarketcap.com/currencies/safe-deal/

• DogWifHat Coin - https://coinmarketcap.com/currencies/dogwifhat/

• Nicky Montana - https://twitter.com/nickymontanaa

• Comedy Cellar - https://www.comedycellar.com/

• Costar - https://www.costar.com/

• Eddy Elfenbein - https://twitter.com/EddyElfenbein

• Steve Mnuchin’s at it again - https://fortune.com/2024/03/16/why-does-steve-mnuchin-want-to-buy-tiktok-banking/

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Where To Find Howard and Friends:

• Howard - https://stocktwits.com/howardlindzon

• JC - https://stocktwits.com/allstarcharts

• Phil - https://stocktwits.com/ppearlman

• Production and Marketing - https://penname.co/

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All opinions expressed on this show are solely the opinions of the hosts’ and guests’ and do not reflect the opinions of Stocktwits, Inc. or its affiliates. The hosts are not SEC or FINRA registered advisors or professionals. The content of this show is for educational and entertainment purposes only. Please consult with your financial advisor before making any investment decisions.