Trends with Friends

On Episode 14 of Trends with Friends — Howard Lindzon, JC Parets, Phil Pearlman and Riley Rosebee review The Borked Economy, Bitcoin, Tech, Productivity via AI and Do We Care About The Debt Ceiling?  Chapters Intro (0:00) Chart Art (1:13) Technology + Bitcoin (1:31) Crypto Friday’s (1:40) Equally-Weighted Technology (2:35) S&P 500 vs S&P 500 Equally-Weighted (4:40) The Market is Borked (6:38) Productivity Advancement via AI (10:21) Incumbents Have an Edge (11:25) Phil’s Quick Tip (14:49) Degenerate Check-In (16:00) Eye’s on Healthcare (18:06) Do We Care About The Debt Ceiling? (19:17) Phil’s Final Debt  Take (21:31) Links Howard’s Blog JC’s Blog Pearl’s Prime Cuts Riley’s Blog Follow Us on Twitter Howard Lindzon JC Parets Phil Pearlman Riley Rosebee

On Episode 13 of Trends with Friends — HODLing in MIA, AI Deserves the Attention, Working Trends, The Schwab of the Degenerates and more. Chapters Intro (0:00) HODLing in MIA (0:29) AI Entered the Chat, Nobody Cares about Crypto (1:01) How Good is Midjourney? Howard Downloads Discord (2:14) Does Anyone Use MetaMask? (2:51) Builders Need to Build (3:54) Midjourney is Interesting (4:33) JC is in the House (5:48) Chart Art — Small Caps (8:08) Consolidating Industrials? (9:35) Financials Hold 30 (10:58) Howard’s State of the Market (11:24) It’s More Than A “5 Stock Market” (13:16) The Bull Market Is Almost 1 (17:00) If The Economist Thinks “Peak China..?” (19:05) Phil Day Trades (20:00) “I’m Degenerate” (21:00) Persistent Negativity (21:17) AI Deserves Attention (22:11) Bitcoin + Tech (23:33) LVMH All-Time Highs, NBAs French First Pick? (26:32) What’s Happening In Miami (28:36) Dorsia Dining (28:59) DraftKings, Schwab of the Degenerates (30:18) Working Trends (32:34) Catering to the Mass is a Sh!t Business (34:20) Links Howard’s Blog — https://www.howardlindzon.com/ JC’s Blog — https://allstarcharts.com/blog/ Pearl’s Prime Cuts — https://primecuts.substack.com/ Riley’s Blog — https://rosebee.beehiiv.com/ Follow Us on Twitter Howard Lindzon — https://twitter.com/howardlindzon JC Parets — https://twitter.com/allstarcharts Phil Pearlman — https://twitter.com/ppearlman Riley Rosebee — https://twitter.com/be_rosebee

On Episode 12 of Trends with Friends — Howard Lindzon, JC Parets, Phil Pearlman and Riley Rosebee review Developed and Emerging Markets 52-Week Highs, Pessimistic Speculators, Strength in Tech, San Diego v Scottsdale, National Golf Day and more.  Chapters Intro (0:00) Where’s Howard? (0:08) Steaks in Scottsdale (0:20) Chart Art (2:16) 52-Week Highs, Emerging Markets (2:30)  Developed Markets Drawdown (2:55) Small-Caps Return to the Scene of the Crime (4:30) Strength Within Small-Caps (8:10) $OSIS Base (9:20) Pessimistic Speculators (10:17) Short Sellers Are Guaranteed Buyers (11:22) National Golf Day (15:10) Howard is Here! (17:33) Chart Art, TLDR (18:44) Howard’s Quick Take (19:40)  Strength in Select Tech (21:33) Kids Like AI (22:55)  Microsoft, AI, Crypto? (25:35) Market Leadership (26:58) Price Discovery (29:05)  Follow Smart People (30:22) Casino Check-Up (32:07) $PENN Plummets (32:50) San Diego v Scottsdale (37:23) Links Howard’s Blog JC’s Blog Pearl’s Prime Cuts Riley’s Blog Follow Us on Twitter Howard Lindzon JC Parets Phil Pearlman Riley Rosebee

On Episode 11 of Trends with Friends — Howard Lindzon, JC Parets, Phil Pearlman and Riley Rosebee review the Great American Trend, the Gold Rush, 1-Year Highs, Apple vs. LVMH, Phil’s Fed Day Play and more. Chapters Intro (0:00) Welcome Back (0:11) Chicks Dig Scars (1:21) Tech Investors’ Technical Difficulties (2:35) Chart Art (3:40) 1-Year Highs, Nasdaq + S&P 500 (4:20) Equally-Weighted Sector Performance (4:36) Financials (6:11) Phil’s Evergreen Fed Day Play (9:15) The Gold Rush (10:40) Gold Around the World (10:58) The Longest Days of the Year (12:40) Morning Sun (14:17) The Surge In Sugar (17:20) America’s Apple (19:33) Microsoft Moves on AI (20:40) Apple’s AI Play (21:42) France (22:50) Avoid — Shoulda, Coulda, Woulda (25:00) America is Underperforming (27:10) Apple vs. LVMH (30:00) Banks Consolidate (31:00) How to Invest in AI (32:40) The State of VC (32:49) Homebuilders At Highs (38:42) The People of Walmart (42:00) One More Chart (43:26) Links Howard’s Blog — https://www.howardlindzon.com/ JC’s Blog — https://allstarcharts.com/blog/ Pearl’s Prime Cuts — https://primecuts.substack.com/ Riley’s Blog — https://rosebee.beehiiv.com/ Follow Us on Twitter Howard Lindzon — https://twitter.com/howardlindzon JC Parets — https://twitter.com/allstarcharts Phil Pearlman — https://twitter.com/ppearlman Riley Rosebee — https://twitter.com/be_rosebee

On this episode of Trends with Friends — Howard Lindzon, JC Parets, Phil Pearlman and Riley Rosebee review the State of the Markets, The Masters, Howie’s Breakout Trick, AIR and more! Chapters Intro (0:00) Howard Hates the Show (1:05) Welcome Back (1:55) JC’s Country Club (2:13) JC + Phil Missed a Great Event (3:35) Who’s Chamath? (4:40) The Chubby Vegan (5:10) The State of the Market (6:40) Howard Lindzon is Right (8:40) Chart Art — Financials + Small Caps (8:58) Laggards Catch the Leaders (11:14) The Rolling Recession (12:55) Risk Reduction (13:45) Going for Gold (14:30) Gold’s Record High (15:38) Gold + Silver Shine Bright (17:03) Health Care Catch Up (18:26) Merck (19:15) CBOE (20:05) Howie’s Breakout Trick (21:33) IBKR (21:46) It’s Been a Bull Market (22:55) Masters Week — The Par 3 Contest (23:22) Shoutout OOFOS (27:05) Americans Will Copy Louis Vuitton (28:32) DSTNC Preview (28:59) Phil’s Summer Reading Recommendations (31:35) “AIR” Review (37:20) Masters Picks (42:16) Links Mentioned The Masters Stocktwits DSTNC AIR | Official Trailer OOFOS Just Keep Buying The Richest Man In Babylon Shoe Dog: A Memoir by the Creator of NIKE How I Made $2,000,000 in the Stock Market Howard’s Blog JC’s Blog Pearl’s Prime Cuts Riley’s Blog Follow Us on Twitter Howard Lindzon JC Parets Phil Pearlman Riley Rosebee

On this episode of Trends with Friends — Howard Lindzon, JC Parets, Phil Pearlman and Riley Rosebee review the confluence of degeneracy and machines, AI Applications, Great Technology is First a Toy, the State of the Market and more! Please leave us a like or comment if you enjoy the show. Chapters Welcome (0:00) Intro (0:05) JC’s Basketball and Wine Night (1:22) Not Medical Advice (1:49) Chart Art (2:21) US Dollar x Short S&P 500 (2:57) Shoutout to Howard Lindzon (4:53) The Bull Steepener (6:28) No Flight to Safety (8:00) The World Didn’t End (9:59) Every Cycle is Different (11:15) Phil’s Spike Take (13:11) Novo Nordisk (13:34) Weight Watchers is Down Bad (15:48) McDonalds $200B Market Cap (17:25) The Degenerate Economy (18:09) Cal-Maine Foods Flies Near ATHs (20:25) Around the Horn on AI (21:15) AI is Cheap (22:22) The Confluence of Degeneracy and Machines (24:25) JC’s AI Applications (26:40) Great Technology is First a Toy (28:42) Nasdaq 7-Month Highs (30:48) Semiconductors are Strong (31:28) Entrepreneurship + AI (35:11) Foster Your Closest Relationships (35:58) More Links Wallstrip’s Mad Advice — https://youtu.be/d3OgvQ0cxjE?t=104  The Next Big Thing Will Look Like A Toy — https://cdixon.org/2010/01/03/the-next-big-thing-will-start-out-looking-like-a-toy 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

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

On this episode of Trends with Friends — JC Parets, Phil Pearlman and Steven Strazza review the State of the Market, Bitcoin’s Relative Strength, Phil’s Fried Egg Flying Saucer and more. Chapters (0:00) Welcome  (0:17) Intros (1:15) Bank Execs Step Up (3:04) Credit Suisse Crushed (4:40) How Phil Views Today’s Market (7:27) The S&P 500 is a Hot Mess (15:30) Relative Strength in BTC (16:26) BTC vs Crypto (18:18) Notable NFTs New 8-Month Highs (19:23) Phil’s Fried Egg Flying Saucer (24:20) Shout Out, Nick Maggiulli — Just Keep Buying  More Links 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 https://twitter.com/sstrazza

On this episode of Trends with Friends — Ted Merz joins Howard Lindzon, JC Parets, Phil Pearlman and Riley Rosebee to review the State of the Market, the future of AI and Financial Information, Yield Curves, European Financials, Routines, Social Standards and more.  Chapters: (00:00) Welcome Back (00:38) Chart Art (02:18) Does Anyone Care About The Fed? (02:40) NASDAQ, New Highs - New Lows (06:39) The Machines Win (07:53) European vs. US Financials (09:07) Welcome, Ted Merz (09:50) Why LinkedIn? (11:07) Bloomberg’s AI Battlezone (13:10) Howard’s Chat GPT Obituary (14:24) AI To Summarize + Analyze Financial Information (15:25) Leveling the Financial Playing Field  (16:01) Adding Noise (18:47) The Future of Twitter and Bloomberg (21:07) Twitter is an Unstructured Warehouse (24:20) Will Twitter Honor Bloomberg’s Contract? (25:30) Posting Native Content (28:09) Follow Great People to Find Value (29:07) New Social Standards (30:31) Social Standards, What’s Old is New (31:11) Hashtags Are Ugly (32:23) Elon is a Dick (35:04) Twitter Never Had Balls (37:45) Be Nice (43:06) Elon’s Fake Apology (43:45) Do We Need to Talk About the Yield Curve? (46:23) Tuning our Intuition (48:27) Peak Performers Rely on Routines (49:33) Airpods’ Effect on our Senses (51:55) Remember The Notorious B.I.G. (53:43) Final Trades (53:53) Buffett Supports $OXY (55:50) 1-Year CDs Yielding 5% About Ted Merz Ted Merz spent more than 30 years at Bloomberg. In September, he launched Principals Media, a ghostwriting and content firm to help modern business leaders. In 2012, Ted integrated Twitter into the Bloomberg Terminal. He is also passionate about the shift in behavior on Social.  Ted's Website Twitter LinkedIn Ted’s Latest Post More Links Treasury Direct I Bonds Howard’s Blog JC's Blog Pearl’s Blog Riley’s Blog Follow Us on Twitter Howard Lindzon JC Parets Phil Pearlman Riley Rosebee

Welcome to Trends with Friends Episode 5! This week, Howard Lindzon, JC Parets, Dr. Phil Pearlman, and Riley Rosebee discuss Monthly Charts, Retesting Former Highs, Venture’s 9-Year Low, Artificial Sweetener Risk, and more. Chapters: (00:00) Intros (0:01:14) Why Monthly Charts Matter (0:01:57) Assets Retest Former Highs (0:03:01) We Don’t Have Bull Markets in America with Financials Crashing (0:06:16) Bitcoin + Ethereum Retest Former Highs (0:07:30) Scams Never Die (0:08:50) We Need a US Backed Stable Coin (0:10:57) Gold Retests Former Highs  (0:14:55) JC’s Mexican Gold Mine (0:18:11) Crude’s Former Resistance Turns to Support  (0:19:44) There May Not Be A Recession  (0:20:55) Highest Volume Ever in Natural Gas  (0:22:20) How To Trade Natural Gas    (0:22:42) London + $LIN  (0:23:42) March Higher After February’s Hangover?  (0:26:25) Bonds’ Record Streak  (0:28:38) Good Investors Raised As Much As They Could  (0:31:15) The Damage in Private Markets  (0:34:07) Everyone Becomes an Expert  (0:36:02) Is the Founder the Customer?   (0:38:06) VC Is Not That Glamourous  (0:39:30) Advice to Aspiring VCs  (0:40:35) Venture Capital Is A Lifestyle (0:40:51) Today’s Entrepreneurial Environment  (0:44:02) 99% of Businesses Don’t Need Start-Up Funding (0:46:44) The Golden Era of Raising Capital  (0:52:25) The Risk of Sugar Substitutes  (0:56:50) Why Simulate Beef?  (1:01:26) Final Trades  (1:01:47) $AXON All-Time Highs (1:02:03) New Highs Are Not a Characteristic of a Downtrend  (1:03:30) $ON Semis (1:05:09) Solar Stocks on the Rise?  (1:06:57) Phil + Howie in Italy  (1:07:35) Phil’s Right Foot Rule  (1:09:10) Not Eating until Noon Links: Howard’s Blog — https://www.howardlindzon.com/ JC’s All Star Charts — https://allstarcharts.com/blog/ Pearl’s Prime Cuts — https://primecuts.substack.com/ Twitter: https://twitter.com/howardlindzon https://twitter.com/ppearlman https://twitter.com/allstarcharts https://twitter.com/be_rosebee Bond AGG Chart — https://twitter.com/Todd_Sohn/status/1630683031080955907 Guests: Howard Lindzon, JC Parets, Dr. Phil Pearlman, Riley Rosebee Producers: JeanCarlo Méndez, Riley Rosebee