Trends with Friends cover image

Trends with Friends

Latest episodes

undefined
Dec 11, 2024 • 56min

Lucky Strike's Bold Rebrand: From Bowling to Entertainment Empire

Join us for an exclusive deep dive into Bolero Corporation's transformation into Lucky Strike Entertainment, featuring executives Lev Ekster and Bobby Lavan. Discover how this entertainment powerhouse is revolutionizing location-based entertainment through innovative technology, strategic acquisitions, and a vision that extends far beyond traditional bowling. Recorded live on Tuesday, December 10th Brought to you by Lucky Strike Charts: https://docs.google.com/presentation/d/1HT2wLR-xkJ2b580SSUSUNz8qg7BU1woPVFEshnQMEw4/edit?usp=sharing Key Topics Covered: • The strategic rebrand from Bolero to Lucky Strike Entertainment • Evolution from a single NYC bowling alley to 360 premium entertainment locations • Integration of AI and technology in entertainment venues • Revolutionary approach to revenue optimization and customer experience • Expansion into water parks and family entertainment centers • The Professional Bowlers Association (PBA) ownership and media rights • Implementation of social media integration and gaming elements • Strategic vision for location-based entertainment market expansion Skip Ahead: (00:00) Show introduction and welcome (02:50) Introduction of Lucky Strike executives (04:08) Company history and evolution (07:58) Their design-forward approach  (10:56) Competitive/pro bowling and the popularity of the sport (14:27) Growth opportunities (17:00) Revenue model discussion (20:08) Gamification and AI integration (23:12) PBA tour and brand involvement (29:19) Charts with JC (37:00) Lucky Strikle's future growth initiatives (39:32) Market overview (40:23) Google's new quantum computing chip (47:32) The psychology of markets (51:25) Trends with No Friends: PriceSmart (52:40) Closing remarks Where To Find Howard and Friends:  • Howard - https://stocktwits.com/howardlindzon  • JC - https://stocktwits.com/allstarcharts  • Phil - https://stocktwits.com/ppearlman  • Michael Parekh - https://stocktwits.com/MParekh  • Riley - https://stocktwits.com/coloradoriley  • Lev Ekster - https://www.linkedin.com/in/lev-ekster/ • Bobby Lavan - https://www.linkedin.com/in/bobby-lavan-274505107/ • Production and Marketing - https://penname.co/ Trends with Friends is brought to you by Stocktwits: https://stocktwits.com/   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/
undefined
11 snips
Dec 4, 2024 • 1h 11min

Bitcoin vs Bonds: The Great Debate

Join Anthony Pompliano, a crypto aficionado and CEO of Professional Capital Management, fun with Armando Gonzalez, Bigdata.com founder, and Michael Parekh, AI expert. The trio dives into Bitcoin's recent surge and debates its potential to outshine bonds. They explore how AI is revolutionizing financial markets, from trading strategies to data accessibility. The impact of meme culture on investing trends and the generational shift toward Bitcoin over real estate also sparks lively discussions. Tune in for a blend of humor and insightful analysis!
undefined
Nov 27, 2024 • 56min

Navigating Market Nihilism and the Return of Fundamentals | Frank Rotman

Join Frank Rotman of QED Investors for a deep dive into market behavior and the state of venture capital. This episode explores the intersection of traditional investing and new market dynamics, featuring insights on AI hype, market trends, and the difference between speculation and investment. Key Topics Covered: • The current state of venture capital and investment trends • How AI narratives are shaping investment decisions • The distinction between speculation and fundamental investing • Market breadth analysis and technical indicators • Small-cap and mid-cap market performance • The role of narrative in modern investing • Consumer discretionary sector strength • Infrastructure and "boring" investment opportunities Recorded live on Tuesday, November 26th Charts: https://docs.google.com/presentation/d/1UfNLXTfYLMwx1R_k49n04GHcqBIo3nESuPHNDEUQTsw/edit?usp=sharing Skip Ahead: (00:00) Guest welcome and tech issues (03:36) Market psychology and preparation (06:20) AI narratives and investment trends (13:20) Nvidia earnings (17:07) Semiconductors hitting new lows (18:53) Microstrategy vs Bitcoin (24:49) Financial nihilism discussion (39:20) S&P500 Trend Environment (48:18) Technology sector underperformance (51:54) Trends with No Friends: MasTec (53:45) Closing thoughts Where To Find Howard and Friends:  • Howard - https://stocktwits.com/howardlindzon  • JC - https://stocktwits.com/allstarcharts  • Phil - https://stocktwits.com/ppearlman  • Michael Parekh - https://stocktwits.com/MParekh  • Frank Rotman - https://x.com/fintechjunkie • Riley - https://stocktwits.com/coloradoriley  • Production and Marketing - https://penname.co/ Trends with Friends is brought to you by Stocktwits: https://stocktwits.com/   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/
undefined
Nov 20, 2024 • 57min

Meme Coins, Solana's Rise, and the Future of Crypto | Joe McCann (Asymmetric), Ryan Rasmussen (Bitwise)

Special guests Joe McCann and Ryan Rasmussen joined us this week to break down the meme coin phenomenon, Solana's rise, Bitcoin's potential as a national reserve, and the future of decentralized finance. We explore: • The explosion of meme coins and why they're capturing retail attention • How Solana is challenging Ethereum's dominance • The potential for Bitcoin to become a strategic national reserve • The role of blockchain transparency in trading strategies • Why traditional finance is watching the crypto space closely • The technological advantages of Solana over Ethereum • The seasonality of crypto markets and what it means for investors Recorded live on Tuesday, November 12th Charts: https://docs.google.com/presentation/d/18AoVyBwYzO6CTMRcLXRJmSLR020SyesadrlE8ogaNso/edit?usp=sharing Skip Ahead: (00:00) Introduction and Guest Lineup (02:06) Diving into Meme Coins (05:42) Comparing Meme Coins and NFTs (08:33) The Role of Culture and Speculation (10:21) Decentralized AI and Tokens (14:48) Transparency in Traditional Finance vs. Crypto (20:30) A Lively Debate on Future of Finance and Meme Coins (27:19) Explaining the Popularity of Meme Coins (32:46) On-Chain Analytics and Smart Wallets (36:10) Bitcoin as a Strategic Reserve (40:59) Solana vs. Ethereum: The Battle for Dominance (45:22) Technological Advantages of Solana (51:51) Trends with No Friends: Flutter Entertainment (53:52) Avoiding Seasonal Weight Gain Where To Find Howard and Friends:  • Howard - https://stocktwits.com/howardlindzon  • JC - https://stocktwits.com/allstarcharts  • Phil - https://stocktwits.com/ppearlman  • Michael Parekh - https://stocktwits.com/MParekh  • Joe McCann - https://x.com/joemccann • Ryan Rasmussen - https://x.com/RasterlyRock • Riley - https://stocktwits.com/coloradoriley  • Production and Marketing - https://penname.co/ Trends with Friends is brought to you by Stocktwits: https://stocktwits.com/   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/
undefined
Nov 13, 2024 • 1h 11min

The Boom is Back w/Special Guests Mike Dudas & Josh Isner

Mike Dudas, a venture capitalist with expertise in crypto, sheds light on the renewed excitement in the cryptocurrency market, discussing Bitcoin's price psychology and the rise of altcoins. Josh Isner, president of Axon, reveals how the company transformed from tasers to cutting-edge public safety technology, including VR training tools. Analyst Michael Parekh delves into the semiconductor industry, exploring the impacts of geopolitical tensions. The podcast wraps up with insights on Shopify's comeback in e-commerce, highlighting a dynamic tech landscape.
undefined
Nov 6, 2024 • 1h 1min

Election Day Special: Market Impacts, Crypto Insights, and the $9 Trillion AI Investment

On this election day special, we dive into the potential market impacts of the  U.S. election, explore the latest in crypto, and discuss the staggering $9 trillion investment in AI compute. Joined by Zach Pandl from Grayscale, we cover: • How different election outcomes might affect Bitcoin and the broader crypto market • The future of Ethereum and its role in the financial system • Palantir's recent surge and the power of effective storytelling in the markets • The potential $9 trillion investment in AI compute and its implications • The changing landscape of crypto investing with the introduction of ETFs • Market sentiment on election day and how to navigate potential volatility • The importance of education and responsible investing in the crypto space Recorded live on Tuesday, November 5th Charts: https://docs.google.com/presentation/d/1iBA6QkOnd40bqKWeTmjoWvBE0MEbQ3eAjgav4dG0x94/edit#slide=id.g27fac37c9b6_0_1 Skip Ahead: (00:00) Welcome to election day (02:10) Stocktwits polls and market sentiments (05:35) Crypto market reactions to election outcomes (16:37) Ethereum's future  (18:57) Israel's stock market and tech innovations (21:29) Palantir's success and market storytelling (30:34) Pre-election jitters, behavioral economics, and human flaws (33:58) The role of futures and individual stocks (38:40) Sentiment composite (41:44) Bitcoin ETFs and a look at Microstrategy  (48:52) AI and compute investments (55:38) Phil's note to the 'losers' of the election  (58:28) Trends with No Friends: Frontdoor Where To Find Howard and Friends:  • Howard - https://stocktwits.com/howardlindzon  • JC - https://stocktwits.com/allstarcharts  • Phil - https://stocktwits.com/ppearlman  • Michael Parekh - https://stocktwits.com/MParekh  • Zach Pandl - https://x.com/lowbeta_ • Riley - https://stocktwits.com/coloradoriley  • Production and Marketing - https://penname.co/ Trends with Friends is brought to you by Stocktwits: https://stocktwits.com/  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/
undefined
Oct 30, 2024 • 1h 4min

Breaking Down Big Tech Earnings and the Future of Crypto Trading with Pranav Kanade

Join us as we dive deep into the world of crypto with Pranav Kanade from VanEck. We explore Bitcoin's recent breakout, the potential impact of crypto on the 2024 election, and the rising importance of stablecoins. Plus, we discuss the resurgence of Robinhood, the future of fintech, and much more. Topics include: • The recent Bitcoin breakout and its implications • How crypto could influence the 2024 US election • The growing importance of stablecoins in the crypto ecosystem • Robinhood's strategic moves in the crypto space • The potential of AI and its impact on various industries • Tech earnings and market trends • The rise of Helium and its innovative network model • Trends with No Friends: A look at Herc Holdings Recorded live on Tuesday, October 29th Charts: https://docs.google.com/presentation/d/1ietzehqGw-ozIHX3n6Z2hh7TlG-cbaDLHIYcb8K78a4/edit#slide=id.g27fac37c9b6_0_1 Skip Ahead: (00:00) Introduction (03:50) Analysis of big tech stocks and market trends (07:13) The AI tech wave (09:47) Nvidia and its market position (13:12) Google's AI strategy and market position (21:01) The potential of Perplexity (29:32) Bitcoin's recent breakout and market dominance (37:43) The rise of stablecoins and their potential (40:29) Robinhood's strategic position in crypto (50:58) Crypto's potential impact on the 2024 US election (55:12) Helium's innovative network model and recent developments (58:27) Trends with No Friends: Herc Holdings (01:00:35) Analysis of Philip Morris International vs Altria Group Where To Find Howard and Friends:  • Howard - https://stocktwits.com/howardlindzon  • JC - https://stocktwits.com/allstarcharts  • Phil - https://stocktwits.com/ppearlman  • Michael Parekh - https://stocktwits.com/MParekh  • Pranav Kanade - https://x.com/vaneckpk • Riley - https://stocktwits.com/coloradoriley  • Production and Marketing - https://penname.co/ Trends with Friends is brought to you by Stocktwits: https://stocktwits.com/  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/
undefined
Oct 16, 2024 • 1h 1min

The Meme Coin Revolution: How Crypto Is Changing Investing And Culture

Dive into the world of meme coins with Nicky Montana as we explore the explosive growth of this new asset class, its implications for traditional finance, and the cultural shift it represents. We cover: • The rise of meme coins and their billion-dollar market caps • How meme coins compare to traditional investments and "pink sheet" stocks • The role of community and culture in driving meme coin valuations • The potential for meme coins to disrupt traditional finance and VC models • The risks and rewards of investing in highly volatile assets • How on-chain analysis is changing the game for investors • The potential impact of AI on the future of meme coins and content creation • The financialization of attention and its implications for the future of investing Recorded live on Tuesday, October 15th Charts: https://docs.google.com/presentation/d/1e5TBk_6NS3HBth4Rxxc4oDJreKBIApMIMxCpGbWDBVU/edit?usp=sharing Skip Ahead: (00:00) Introduction and guest background (09:28) Past winners from Trends with Friends (17:00) The meme coin gold rush (22:47) Popcat and the billion-dollar meme coin phenomenon (27:09) Better than sports betting (30:11) What to look for when investing in meme coins (33:34) The risks and downsides of meme coin speculation (38:39) The potential for meme coins to disrupt traditional finance (49:56) AI's role (51:05) Nicky's upcoming appearance at Stocktoberfest (51:54) JC's analysis of cryptocurrency market trends (57:10) Trends with No Friends: $LOAR Where To Find Howard and Friends:  • Howard - https://stocktwits.com/howardlindzon  • JC - https://stocktwits.com/allstarcharts  • Phil - https://stocktwits.com/ppearlman  • Michael Parekh - https://stocktwits.com/MParekh  • Nicky Montana - https://x.com/nickymontanaa • Riley - https://stocktwits.com/coloradoriley  • Production and Marketing - https://penname.co/ Trends with Friends is brought to you by Stocktwits: https://stocktwits.com/  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/
undefined
Oct 9, 2024 • 1h 10min

India's Market Momentum Explained: AI, IPOs, and the Future of Global Trade

In this episode, we dive deep into India's booming stock market and digital economy with Yash from Stocktwits India. We explore the factors driving India's market surge, the impact of AI and semiconductors on global tech, and the shifting dynamics between India, China, and the US in the tech space. Key topics covered: • India's stock market boom and the factors driving it • The rise of retail investors in India • India's digital revolution and the impact of companies like Jio • The competition between India and China in the tech space • Semiconductor industry trends and their global impact • The potential of AI and synthetic content • Recent market trends in the US, including the performance of tech giants • Climate change and its potential market impacts Recorded live on Tuesday, October 8th Charts: https://docs.google.com/presentation/d/1hx57-ZSg2To8hhflFcdaLDLYgbaesyNlR4K-t2RFkPQ/edit#slide=id.g3096fa4265e_1_0 Skip Ahead: (00:00) Introduction and banter (01:58) Introducing Yash from Stocktwits India (05:18) Overview of India's stock market boom (13:50) The emerging internet market  (16:14) The impact of banning TikTok in India (19:02) Life and trading in Mumbai (21:15) Stocktwits India (24:04) Discussion on Swiggy IPO and India's IPO trends (30:30) Analysis of semiconductor industry trends (39:39) Google's NotebookLM and AI developments (43:54) Synthetic content (45:38) Low volatility vs S&P500 (56:20) Nvidia vs S&P500 (57:27) WhatsApp's dominance in India (01:02:10) Climate change and its market impacts (01:05:44) Trends with No Friends: Tractor Supply Where To Find Howard and Friends:  • Howard - https://stocktwits.com/howardlindzon  • JC - https://stocktwits.com/allstarcharts  • Phil - https://stocktwits.com/ppearlman  • Michael Parekh - https://stocktwits.com/MParekh  • Riley - https://stocktwits.com/coloradoriley  • Production and Marketing - https://penname.co/ Trends with Friends is brought to you by Stocktwits: https://stocktwits.com/  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/
undefined
Oct 2, 2024 • 1h 7min

China's Breakout, Retail Trends, and the Future of AI-Driven Nuclear Energy | Jeff Macke

Join us for a deep dive into market trends with special guest Jeff Macke. We explore China's market breakout, retail trends heading into the holiday season, and the surprising comeback of nuclear energy driven by AI. Plus, insights on consumer discretionary stocks, the "degenerate economy" index, and more. Key topics include: • China's market resurgence and its implications for global markets • Retail trends and holiday season outlook, featuring Dave & Buster's as a potential winner • The unexpected revival of nuclear energy due to AI's massive power demands • Consumer discretionary sector rotation and its significance in the current bull market • The "degenerate economy" index and its components • Overlooked industrial stocks making new highs • Market breadth and global market trends Recorded live on Tuesday, October 1st Charts: https://docs.google.com/presentation/d/11-zgjXf-kBSI0fFnbd5iHD-sadf6HMwLgBDhMjTeKuQ/edit#slide=id.g27fac37c9b6_0_1 Skip Ahead: (00:00) Introduction and market overview (00:33) Special guest: Jeff Mackey (03:06) Discussion on China (16:55) Retail market insights (17:31) Dave and Buster's analysis (28:36) Home Depot and holiday sales (32:21) Supply chain disruptions and retail impact (34:54) AI and the nuclear power revolution (35:58) Energy demands and utility industry shifts (39:57) Market trends and sector rotations (48:08) Global market performance and divergences (54:04) Emerging industrial stocks (58:06) Degenerate economy and investment strategies Where To Find Howard and Friends:  • Howard - https://stocktwits.com/howardlindzon  • JC - https://stocktwits.com/allstarcharts  • Phil - https://stocktwits.com/ppearlman  • Michael Parekh - https://stocktwits.com/MParekh  • Jeff Macke - https://x.com/JeffMacke • Riley - https://stocktwits.com/coloradoriley • Production and Marketing - https://penname.co/ Trends with Friends is brought to you by Stocktwits: https://stocktwits.com/  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/

Get the Snipd
podcast app

Unlock the knowledge in podcasts with the podcast player of the future.
App store bannerPlay store banner

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode

Save any
moment

Hear something you like? Tap your headphones to save it with AI-generated key takeaways

Share
& Export

Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode