The 17-Month Bull Market, Bull Market Parties, Strength in Defense and India’s Upside — Trends with Friends EP. 40

On Episode 40 of Trends with Friends — Howard Lindzon, JC Parets, Phil Pearlman and Riley Rosebee talk Bull Market Parties, the 17-Month Bull Market, Societal Dissatisfaction, Strength in Defense, India’s Upside and more.

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Chapters

Intro (0:00)

Bull Market Parties (0:47)

The 17-Month Bull Market (1:49)

Societal Dissatisfaction (8:31)

Widening Market Breadth (13:50)

Stocks & the US Dollar (14:42)

Today’s Inflationary Environment (16:56)

Strength in Defense (18:00)

Price is the Message (20:50)

CloudFlare’s Cheap Implied Volatility (22:11)

Can Biotech Bounce Back? (27:44)

Excess Unicorn Supply (30:55)

Stocks 2-Year Stagnation (36:20)

Crypto Broke the SEC (38:04)

Strength in Global Markets (39:27)

India’s Upside (41:59)

Size Doesn’t Matter, Shoutout Grass Clippings (46:19)

Phil’s Final Thoughts (47:31)

Enjoy What You Do, Do It Well (51:36)

Featured Links

In-Person: New York Chapter Meeting featuring JC Parets, CMT & Holiday Cheer — https://cmtassociation.org/event/new-york-chapter-meeting-featuring-jc-parets-cmt/ 

Grass Clippings — https://grassclippingsaz.com/ 

Finchat.io — https://finchat.io/ 

Howard’s Blog — https://www.howardlindzon.com/ 

JC’s Blog — https://allstarcharts.com/blog/ 

Pearl’s Prime Cuts — https://primecuts.substack.com/ 

Riley’s Blog — https://popularprice.beehiiv.com/ 

Follow Us on Twitter

Howard Lindzon — https://twitter.com/howardlindzon 

JC Parets — https://twitter.com/allstarcharts  

Phil Pearlman — https://twitter.com/ppearlman 

Riley Rosebee — https://twitter.com/be_rosebee