Trends with Friends cover image

Trends with Friends

Latest episodes

undefined
8 snips
Jan 22, 2025 • 1h 11min

The New Gold Rush: Decentralized Mapping, Meme Coins, and the Future of AI with Ariel Seidman

Ariel Seidman, founder of HiveMapper and an expert in decentralized mapping and blockchain technology, joins the conversation to discuss cutting-edge trends. He delves into the excitement surrounding meme coins and their economic impact, especially on Solana. The potential of decentralized mapping to revolutionize navigation and data collection is explored. Seidman also highlights the challenges facing traditional mapping giants like Google and offers insights into the intersection of technology, investment opportunities, and the evolving crypto landscape.
undefined
Jan 15, 2025 • 56min

Too Big To Fail? Too Small To Care? The New AI Landscape | Ft. Josh Mohrer

Join Howard Lindzon, Michael Parekh, Phil Perlman, and special guest Josh Mohrer for a lively discussion on AI innovation, the evolution of venture capital, and the marketing leverage revolution. From Tesla's autonomous breakthroughs to TikTok's geopolitical battles, this episode of Trends with Friends unpacks the trends shaping our world—and the opportunities they bring. 📅 Recorded live on January 7, 2025 🎙️ Special Guest: Josh Mohrer, CEO of Wave and former Uber GM 🔑 Brought to you by Stocktwits Key Topics Covered: • Josh’s journey from Uber to founding Wave—a powerful AI-driven note-taking app • The shift from tech to marketing leverage for small businesses • AI as a game-changer for one-person startups • The future of autonomous vehicles: Tesla vs. Waymo • TikTok's geopolitical impact and why a US buyout is imminent • How the Nifty Nine are transforming venture capital and private equity • Why Snap may be the next major acquisition target Chapters: (00:00) Show introduction and welcome (02:50) Josh shares his journey from Uber to AI entrepreneurship (06:00) Tesla’s AI strategy vs. Waymo’s challenges (12:00) TikTok’s political and economic implications (18:40) Josh on building Wave and the power of AI for individuals (27:00) The rise of marketing leverage in business (35:00) Nifty Nine tech giants and their $200 billion investments (42:00) The evolving landscape of venture capital and private equity (50:00) Closing thoughts on trends and opportunities Explore the intersection of innovation, investment, and AI-driven transformation. Don’t miss this engaging episode! Today's Charts: https://docs.google.com/presentation/... Where To Find Howard and Friends: • Howard - https://stocktwits.com/howardlindzon • Phil - https://stocktwits.com/ppearlman • Michael Parekh - https://stocktwits.com/MParekh • Josh Mohrer - https://x.com/joshmohrer 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/about/legal/terms/
undefined
12 snips
Jan 8, 2025 • 1h 7min

Fart Coin Frenzy & Rectal Rotations in Meme Coins | Special Guest Packy McCormick

Join venture capitalist Packy McCormick, known for his insightful writing on media and AI, as he dives into the absurdities of meme coins like Fartcoin, which has hilariously topped a billion-dollar market cap. The discussion navigates Nvidia's revolutionary AI advancements for the future, alongside the unpredictable dynamics of crypto investing. With insights on balancing innovative tech's benefits and pitfalls, this conversation is both enlightening and entertaining, exploring how 2025 might shape our financial landscape.
undefined
21 snips
Dec 18, 2024 • 1h 15min

Why Owning Your Audience Matters: AI, Email Newsletters, and the Future of Content

Tyler Denk, CEO of Beehiiv, a platform revolutionizing email newsletters, and Ben Cahn, a humorous podcaster and trader, dive into the challenges of creator monetization. They dissect the pitfalls of platform dependency and the renaissance of email as a top distribution channel. The duo discusses AI's transformative role in business, and how owning your audience is crucial in today's digital landscape. Plus, they touch on Tesla's storytelling power and Argentina's emerging market trends, blending insights with a touch of humor.
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/

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