On this episode of Trends with Friends — Howard Lindzon, JC Parets, Phil Pearlman and Riley Rosebee review the State of the Market, The 4 Bs, Contagion Creep, Filter Failure and more.

Chapters

(0:00) Welcome Back

(0:23) Intro

(0:43) Riley’s Vacation

(1:30) The Thing About Golf

(3:20) Celebrity Advertising Sports Betting vs Crypto

(4:20) Parlays Are A God Given Right

(8:25) Sports Betting Behemoths

(10:50) The Four Bs — Banks, Bitcoin, Bonds, Bullion

(12:27) Shoutout to Matt Levine

(14:11) All Eyes on Financials

(16:50) Office REITs Are Dead

(17:20) Creeping Towards Contagion 

(17:50) Anger vs Fear

(19:44) The Liquidity Crisis

(21:07) Can JPMorgan Catch Down?

(21:37) Small-Caps and Micro-Caps, Risk Off

(22:48) It’s A Great Time To Build 

(23:33) The Headlines Will Suck

(24:11) Domain Experience

(25:04) It’s Easy To Get Sidetracked

(27:10) Filters Matter More Than Ever

(30:08) When In Doubt, Zoom Out

(32:24) Everybody’s Fighting

(36:19) Phil’s Spring Prescription, Take A Morning Walk

More Links

Read Matt Lavine’s Latest — https://www.bloomberg.com/opinion/authors/ARbTQlRLRjE/matthew-s-levine 

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