Trends with Friends The Boys Are Back, Banks, Bitcoin, Bonds, and Bullion — Trends w/ Friends EP. 8
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