Join Howard Lindzon, Phil Pearlman, JC Parets, and Michael Parekh as they dissect the recent market volatility, discuss the DOJ's ruling against Google, and share insights on navigating uncertain times. With over 100 years of combined market experience, our panel offers a calm perspective on the VIX spike and what it means for investors.
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We cover:
• The recent VIX spike and its implications for the market
• Whether the current bull market is still intact
• The DOJ's ruling against Google and its potential impact on big tech
• The yen carry trade unwinding and its effects on global markets
• Trends with No Friends: Overlooked stocks making moves
• The importance of understanding your risk profile
• Why panic selling during volatility is often a mistake
• How to approach portfolio rebalancing in times of uncertainty
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Skip Ahead:
(00:00) Introduction and market overview
(05:12) Understanding the VIX spike and its implications
(14:03) Is the bull market still intact?
(18:24) Google's antitrust ruling and impact on big tech
(32:24) Michael Parekh on the DOJ vs Google case
(37:13) Should you sell Google stock?
(41:25) Recent acquisitions in the AI space
(49:55) Explaining the yen carry trade
(58:24) Trends with No Friends: Clearwater Analytics (CWAN)
(01:00:16) Howard's picks: CBOE and Philip Morris International
(01:02:53) Phil's advice on long-term investing plans
(01:05:42) Understanding your risk profile in volatile markets
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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
• Michael - https://stocktwits.com/MParekh
• Riley - https://stocktwits.com/coloradoriley
• Production and Marketing - https://penname.co/
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Trends with Friends is brought to you by Stocktwits: https://stocktwits.com/
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Disclaimer: 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 decision. Read the full terms & conditions here: https://stocktwits.com/c/uncategorized/2024/02/21/stocktwits-newsletter-disclaimer/