Trends with Friends

Vlad Tenev, co-founder and CEO of Robinhood, shares his insights on the company’s evolution from a startup to a fintech powerhouse. He discusses the pivotal moments in Robinhood’s journey, including the explosive growth after launching their waitlist and the tumultuous GameStop trading episode. Vlad reflects on the challenges of navigating regulations and raising funds, while revealing his passion for product innovation. With a focus on leadership dynamics and future opportunities in banking, this interview offers an inside look at the world of modern investing.

Michael Parekh, a former Goldman Sachs employee with over two decades in finance, joins Tom Bruni, a market insights guru from Stocktwits. They tackle the declining container ship traffic from China due to rising tariffs and a surprising political shift in Canada that's got markets on edge. The discussion also dives into the chaotic nature of the current economy, the behavioral challenges traders face, and the impact of Amazon's tariff warnings on retail. It's a lively blend of economic analysis and humorous anecdotes from the trading world!

Join Howard Lindzon, Phil Pearlman, Michael Parekh, and special guest Jeff Richards (GP at Notable Capital, $10B AUM) as they break down the chaos of today’s markets and the long-term promise of AI and American innovation. From Tesla’s fading dominance and the flood of Chinese EVs, to self-driving disruption, the flight from U.S. assets, and even betting on the next Pope—the crew covers it all. A full-spectrum conversation on growth, degeneracy, macro risk, and why patience may be the sharpest tool in your portfolio.📅 Recorded April 22nd, 2025🎙️ Special Guest: Jeff Richards, General Partner at Notable Capital🔑 Brought to you by Stocktwits Slides: https://docs.google.com/presentation/d/e/2PACX-1vSIU7WPtLf4q3-e5KYUO6KUTCyRsXL4_vWCdKukc7nwsVt3p1_1UcC2cFLdCCZCF3UQB97ceU1a0zmO/pub?start=false&loop=false&delayms=3000🚘 Tesla vs. the World – EV competition, declining sales, and used Teslas piling up🤖 AI Is Still Early – Why VCs are long on infrastructure and private innovation📉 Are We in a Self-Inflicted Recession? – The real risk behind rising tariffs and policy chaos📈 The Case for Long-Term Optimism – Why the innovation cycle will outlast the headlines📊 Buffett's Cash & the Waiting Game – What Warren’s $300B war chest signals📉 Flight to Europe? – Why European banks are quietly surging🧠 Behavioral Finance 101 – The power of patience, planning, and not panic-selling🎰 The Degenerate Economy Lives – Robinhood betting, Kalshi markets, and 14-year-olds betting on WNBA💡 Will the Next Pope Be Pietro? – Yes, that’s an actual market on KalshiWhere To Find Howard and Friends:• Howard - https://stocktwits.com/howardlindzon• Phil - https://stocktwits.com/ppearlman• Michael Parekh - https://stocktwits.com/MParekh• Jeff Richards - https://x.com/jrichliveDisclaimer: 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/about/legal/terms/

Zach Ingrasci, a filmmaker renowned for his work on technology and culture, joins the discussion to delve deep into Vitalik Buterin's fascinating journey and the making of his documentary. The conversation highlights the nuanced storytelling in a fragmented media landscape. They also explore the fierce tech rivalry between the U.S. and China, particularly in AI advancements. Additionally, they touch on the unpredictable crypto market trends, reflecting on investor psychology in these turbulent times.

Tom Bruni from Stocktwits joins the discussion, bringing his expertise in macro charts and technical analysis. They delve into the chaos of the current market, labeling it the 'stupidest crash ever' due to its manmade origins. The impact of tariffs is critiqued for gifting China a tech lead, while fears around AI innovation are heightened. Bruni also explores the differences between Social VIX and Real VIX, reflecting on crowd psychology during volatility spikes. Lastly, they discuss health's role in trader performance—giving both market insight and fitness tips!

CoreWeave, AI Hype Cycles, and the New IPO CircusJoin Howard Lindzon, Phil Pearlman, Michael Parekh, and special guest Daniel Attia for a no-holds-barred breakdown of the tech industry's latest structured spectacle: CoreWeave. From dissecting shady IPO mechanics and AI-fueled financial engineering to the bigger questions about U.S. equity markets, public trust, and Nvidia’s mega-run, this episode of Trends With Friends rips the curtain off the sausage factory of Wall Street.Whether you're a savvy investor, startup founder, or just trying to figure out WTF is going on in the economy, this episode is your public service announcement: you're on your own out here.📅 Recorded live on March 25th, 2025🎙️ Special Guest: Daniel Attia (a.k.a. "Disco Dan")🔑 Brought to you by StocktwitsSlides: https://docs.google.com/presentation/d/e/2PACX-1vSgyTN0ziFs6icQhfXDQm7RsvOnuxlruhAt1o-twKFi9AI98o1Ae4HXZhuUF_SDkSzqV-5gqVETVXhN/pub?start=false&loop=false&delayms=3000&slide=id.g3337970ddf7_0_52Key Topics Covered:💥 Inside the CoreWeave IPO – Is this Ocean’s 15 or the Big Short sequel?📉 Newsmax vs. CoreWeave – How meme stocks and hate-fueled media are crushing legit AI IPOs📊 The IPO Market’s Hangover – Why most recent IPOs are underwater🌐 U.S. vs The World – America’s equity markets just had their worst global quarter since 1988🚀 Elon’s Financial Magic – X, Tesla, and the restructuring of an empire📚 Why Nobody Reads the S-1 – And why you absolutely should📉 ZIRP’s Long Shadow – Broken companies built on zero-rate delusions🤖 Where AI Should Go – Healthcare, education, and the coming productivity revolutionChapters00:00 Welcome to Trends with Friends05:02 Diving into CoreWeave08:06 Analyzing CoreWeave's Financial Structure11:13 The Role of Major Players in CoreWeave13:58 Understanding the Debt and Equity Dynamics17:05 Comparing CoreWeave to Other Market Trends20:06 The Implications of CoreWeave's IPO23:00 The Broader Market Context25:57 Final Thoughts on Market Trends27:41 Self-Reliance in a Competitive World28:48 The Reality of Investment Risks30:32 Understanding Market Dynamics32:05 The State of IPOs and Market Trends34:18 Analyzing the IPO Market Hangover37:38 Quarterly Performance and Global Comparisons39:06 Historical Market Reflections41:19 The Role of Government in Innovation43:17 AI's Impact on Future Markets48:18 Musk's Super App Vision55:30 The Future of Musk's Ventures Where To Find Howard and Friends:• Howard - https://stocktwits.com/howardlindzon• Phil - https://stocktwits.com/ppearlman• Michael Parekh - https://stocktwits.com/MParekh• Daniel Attia - https://x.com/hereforElonDisclaimer: 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/about/legal/terms/

🧠 Betting on AI, the Rise of Gambling.com, and the Degenerate Economy IndexJoin Howard Lindzon, Phil Pearlman, Michael Parekh, and special guest Charles Gillespie, CEO of Gambling.com, for a high-stakes episode diving into the future of gambling, regulation, AI, and the global economy. From online betting and affiliate marketing to Nvidia’s chip roadmap and Apple’s AI moment, the crew explores how technology and degeneracy collide to shape new markets—and how the U.S. is playing catch-up to Europe.📅 Recorded live on March 25th, 2025🎙️ Special Guest: Charles Gillespie, CEO of Gambling.com🔑 Brought to you by StocktwitsSlides: https://docs.google.com/presentation/...Key Topics Covered:🎲 The Degenerate Economy Index – Why DraftKings, AI, and online betting define this moment💰 Inside Gambling.com – A cash-flow machine with 40% margins and global reach🇺🇸 Why the U.S. Is Still Behind – Online gambling regulation lags far behind Europe📈 From Dorm Room to Nasdaq – Charles’ founder story and how they scored Gambling.com📊 Data & AI in Gambling – How AI is transforming betting platforms and internal ops🎯 Subscription Revenue Moves – Why they’re betting big on recurring B2C & B2B income🚨 Nvidia’s GTC Takeaways – What Jensen Huang revealed about the future of AI hardware🍳 Eggflation is Over? – Plus, a real-time egg price check straight from HoustonChapters00:00 Introduction to the Degenerate Economy Index07:03 Understanding Social Sentiment and Price Volatility12:35 The Evolution of Gambling.com and Its Business Model19:15 The Degenerate Seven Index and Market Dynamics27:59 The Future of Online Gambling in the U.S.35:56 Reflections on the Chinese Gambling Market38:16 The U.S. Gambling Landscape: A Historical Perspective42:11 Navigating the IPO Journey: Challenges and Triumphs46:33 The Future of Decentralized Gambling48:32 Harnessing AI in Gambling: Innovations and Applications52:53 Revenue Models in Gambling: Subscription vs. Affiliate01:01:03 The Role of AI in Business Strategy and Market DynamicsWhere To Find Howard and Friends:• Howard - https://stocktwits.com/howardlindzon• Phil - https://stocktwits.com/ppearlman• Michael Parekh - https://stocktwits.com/MParekhDisclaimer: 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/about/legal/te...

Yoshi Yokokawa, CEO of Alpaca, leads a fascinating discussion on market chaos and the future of investing. He shares insights into Tesla's recent struggles against rising competitor BYD and the broader implications for tech stocks. The conversation dives into how AI is shaping fintech, with a spotlight on API-driven trading that democratizes access to global financial markets. Yoshi also touches on the impact of de-globalization and the thriving interest in derivatives and crypto, painting a dynamic picture of today's economic landscape.

Luca Netz, CEO of Pudgy Penguins, shares his journey in transforming the NFT space with community-driven branding. He discusses the shifting landscape of U.S. growth stocks and the impact of de-globalization on financial markets. Luca elaborates on the current volatility in crypto, the implications of meme coins, and the role of brands in the Web3 era. He also highlights the importance of emotional connections in branding and the challenges of entrepreneurship, including integrating AI into innovative strategies.

In this lively discussion, guest Lewis Johnson, CIO of Capital Wealth Advisors, shares insights on the shifting landscape of global markets. They delve into the implications of de-globalization, exploring rising tariffs and the surge in gold prices amidst economic uncertainty. The conversation examines the booming European defense sector and the impact of influential figures like Trump and Musk on market dynamics. The team also highlights the evolving role of technology, including Waymo's driverless innovations, as they navigate an increasingly complex financial world.