On Episode 17 of Trends with Friends — Howard Lindzon, Phil Pearlman, Riley Rosebee and Steve Strazza talk Today’s 8-to-80, Shopify’s Relative Strength, Shoutout Fred Wilson, Beef vs Pork and more.

Chapters

Intro (0:00)

Where’s JC? (0:25)

Markets Reaction to the Fed (1:27)

Look at Long Duration Assets (2:52)

iPhone 14 is Insane (4:32)

One Ticker Missing… (5:37)

Shopify Relative Strength (6:04)

Today’s 8-80 (8:33)

Oracle and Intuitive Surgical (9:55)

More Applications for AI than Crypto in 6 Months (11:52)

Fred Wilson’s Latest (12:42)

Enterprise AI (13:34)

Big Banks are Worse than the DMV (15:16)

Index Opportunities (17:55)

Deselecting is Selecting (18:50)

New Secular Bull via AI (23:36)

Beef vs Pork (29:53)

Links

Improved Indexing via Thematic — ​​https://www.gothematic.com/ 

Fred Wilson’s Latest — https://avc.com/2023/06/coming-back-up-for-air/ 

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://rosebee.beehiiv.com/ 

Follow Us on Twitter

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

Steve Strazza — https://twitter.com/sstrazza 

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

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