Trends with Friends

Today we’re joined by the one and only Darren Rovell. There's no one quite like him when it comes to sports, memorabilia, and market trends. In today’s episode, we cover: • Why Darren turned down $1.75 million for a Warren Buffet signature • Which market Darren says will be the next big thing • How he got Hugh Hefner’s Viagra bottle • If you should get your collectible cards graded • The story around OJ Simpson’s Bronco • What we’re seeing in the markets and more — If you aren’t already, be sure to subscribe to Trends with Friends here: https://www.howardlindzon.com/  Thanks to our sponsor, FinChat, the complete stock research platform for fundamental investors. TWF listeners get 15% off at checkout with the code "TWF." Learn more today: http://finchat.io/trendswithfriends  — Skip Ahead: 00:00 Welcome Darren Rovell 04:19 Howard runs into Darren at the airport with $2M in his backpack and his current venture 09:15 The degenerate economy in memorabilia and everything is about money 11:00 Should you get your cards graded 12:45 The f*ck face bat story 17:15 The inefficient markets of memorabilia and the Ferris Bueller vest story 21:38 Turning down $1.75 million for a Warren Buffet signature 24:10 What’s The Rock’s trading card worth and what determines a PSA 10? 27:00 Great, random items like Hugh Hefner’s Viagra bottle 31:05 Liquid and illiquid markets 35:50 Jackie Robinson check story 38:11 OJ Simpson’s Bronco story and the power of anniversaries  42:40 Markets are showing weakness  47:95 Trends with NO friends 50:38 Tesla and EV market update 55:20 Darren Rovell’s market to be following now 57:20 JC says to sell premium 1:00:31 Why email should be on your radar 1:03:30 Get your Vitamin D — Referenced: • Cllct: https://www.cllct.com/  — Big Thank You To Our Guest: • Darren Rovell - https://twitter.com/darrenrovell  — Where To Find Howard and Friends: • Howard - https://stocktwits.com/howardlindzon  • JC - https://stocktwits.com/allstarcharts  • Phil - https://stocktwits.com/ppearlman  • Production and Marketing - https://penname.co/ — 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 decisions.

The friends are back together and this week our very own Riley Rosebee joined in on the fun. Outside of Phil's questionable fashion choices and our love for pizza, we cover: Trends With NO Friends: finding trends with few followers that are working Avoiding broken trends with too many followers The importance of relative price strength The underperformance of Apple and the outperformance of Google in the magnificent seven stocks Why all-time highs are considered good and why they continue to go up The role of math and storytelling in investing The relationship between gold and different currencies A heated debate on whether DJT is a pump and dump or meme coin — Thanks to our sponsor, FinChat, the complete stock research platform for fundamental investors. TWF listeners get 15% off at checkout with the code "TWF." Learn more today: http://finchat.io/trendswithfriends — Skip Ahead: 00:00 Welcome Banter 03:30 $TGS Approaching ATH 08:30 Gamestop ($GME) Reaching All-time Lows 11:54 The Goal Of Trends With No Friends 16:37 Magnificent Seven: The Underperformance Of Apple 20:30 Magnificent Seven: The Outperformance Of Google 24:12 Why All-time Highs Are Considered Good 30:30 Gold's Performance In Different Currencies 33:50 Fake Internet Money Priced In Gold 37:00 Interest Rates And Commodities 38:00 The 3 G’s: Gold, Goldman, And Google 40:06 Banks: Long Or Short? 42:43 Jamie Dimon’s Predictions 49:00 DJT: Pump And Dump Or Meme Coin? A Heated Debate 55:40 Addressing The Rising Rates Of Depression And Declining Happiness Levels — Referenced: • Trends with NO Friends - https://nofriends.beehiiv.com/ • Jamie Dimon - https://www.jpmorganchase.com/about/o... — Big Thank You To Our Guest: • Riley Rosebee - https://stocktwits.com/coloradoriley — Where To Find Howard and Friends: • Howard - https://stocktwits.com/howardlindzon • JC - https://stocktwits.com/allstarcharts • Phil - https://stocktwits.com/ppearlman • Production and Marketing - https://penname.co/ — 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 decisions.

Financial expert Raoul Pal discusses the adoption curve of crypto, impact on real estate, transparency of markets, meme coins, and the importance of staying informed in the ever-changing financial landscape. Topics include the 'banana zone', AI influence, mixed market sentiments, and the tokenization of culture.

From Reddit's IPO and DJT stock to Micron's AI potential, energy sector shifts, and investment advice, this podcast covers a wide range of topics. Discussions on picking stocks, semiconductor cyclical nature, and home builders make for an informative and engaging episode.

In This Episode, The Friends Cover: • Google and Apple’s potential AI partnership • How Meme coins have become a cultural phenomenon in the crypto market • A technical  analysis of Bitcoin • The transparency of crypto markets • The compression of time and the availability of new tools and platforms • The impact of inflation on the bond market • The lack of upside in the equities market  • Trade ideas for Reliance Industries and Solana • TikTok and its impact  — This episode is brought to you by Frec — Helping You Invest In The S&P 500 & Save On Taxes: https://frec.com/ — Skip Ahead: 00:00 Introduction and Swag Talk 02:50 Mike Tyson’s Comeback Fight 04:26 Google Gemini May Partner With Apple   08:36 Howard Lost A Tooth 09:34 The Acceleration of AI 13:05 The Longevity of Nvidia 18:10 The Multi-Trillion Dollar Crypto Market and the Movement of Money 21:14 Solana and The Meme Coin Phenomenon 25:18 Crypto Markets 27:28 Dogwifhat and The Benefit of Public Blockchains  30:30 The Compression of Time  33:10 Changing The Rules 35:17 Risk and Risk Management 37:28 Inflation and the Bond Market 39:20 Interest Rates and Commodity Prices 41:12  Exposure to CRB 42:15 Best Performing Sectors 43:37 No Evidence That Interest Rates Are Going Down 45:17 Lack of Upside in Equities Market 46:20 Trade Idea: Reliance Industries 47:34 Trade Idea: Selling Solana 51:25 CoStar Group and The Real Estate Market 55:00 Price And Popularity 1:00:18 Post-AI Data 1:01:20 TikTok and its Impact 1:05:11 The Three Asset Classes (Maybe Four)  1:07:20 It’s Spring Get The Fuck Outside — Referenced:  • Mike Tyson Fight - https://www.fastcompany.com/91058313/netflix-mike-tyson-vs-jake-paul-fight-love-is-blind-sports • Tyler Denk - https://twitter.com/denk • Ram Ahluwalia - https://twitter.com/ramahluwalia • Solana - https://coinmarketcap.com/currencies/solana/ • SafeDeal (SFD) - https://coinmarketcap.com/currencies/safe-deal/ • DogWifHat Coin - https://coinmarketcap.com/currencies/dogwifhat/ • Nicky Montana - https://twitter.com/nickymontanaa • Comedy Cellar - https://www.comedycellar.com/ • Costar - https://www.costar.com/ • Eddy Elfenbein - https://twitter.com/EddyElfenbein • Steve Mnuchin’s at it again - https://fortune.com/2024/03/16/why-does-steve-mnuchin-want-to-buy-tiktok-banking/ — Where To Find Howard and Friends: • Howard - https://stocktwits.com/howardlindzon • JC - https://stocktwits.com/allstarcharts • Phil - https://stocktwits.com/ppearlman • Production and Marketing - https://penname.co/ — 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 decisions.

In appreciation of your support, we're excited to give one lucky subscriber the chance to own a new 14" MacBook Pro. Your involvement in our community is invaluable, and we can't express enough gratitude for your role in our success. Details and how to enter here: https://shorturl.at/uvwE8 — In This Episode, The Friends Cover: • The rise of meme coins and their impact on the market • The role of quantitative easing (QE) in shifting risk to the crypto market • Different approaches to trading meme coins, with one focusing on curation and the other on price behavior • The relationship between gold and Bitcoin, as well as the changing dynamics in the tech sector • The performance of consumer staples and energy sectors • The changing landscape of social media • The importance of taking control of personal data • The emergence of vertical networks • The potential of Oracle and Axon in the AI space • The popularity of crypto ETFs with zero expense ratios • The excitement around the Rabbit R1 and AI — This episode is brought to you by Frec — Helping You Invest In The S&P 500 & Save On Taxes: https://frec.com/ — Skip Ahead: (00:00) Welcome (01:26) The Rise of Meme Coins (04:21) The Impact of QE on Risk (06:53) Meme Coins Overtake Meme Stocks (09:13) Different Approaches to Investing (17:26) The Purity of Meme Coins (21:59) Gold vs. Bitcoin (27:03) Apple vs. Gold (28:17) Consumer Staples and Energy (29:57) Meme Coins and Social Media (31:25) Is Centralized Social Dead? (33:25) Taking Control of Your Data (35:37) The Purpose of Social and The Creator Economy (43:08) Oracle (ORCL) and Axon (AXON) (48:28) Crypto ETFs Going Crazy (52:53) The Rabbit R1 (55:25) Embracing Spring — Referenced: • Michael Saylor - https://twitter.com/saylor • Justin Saslaw - https://www.linkedin.com/in/justin-saslaw-cfa-1a181312/ • Shardi B Trading - https://twitter.com/ShardiB2 • Brian Armstrong - https://www.linkedin.com/in/barmstrong/ • Joe McCann - https://www.linkedin.com/in/amazing-opportunity/ • Render - https://www.coinbase.com/price/render • Oracle - https://www.nasdaq.com/market-activity/stocks/orcl • Axon - https://www.nasdaq.com/market-activity/stocks/axon • Rabbit R1 - https://www.rabbit.tech/ — Where To Find Howard and Friends: • Howard - https://stocktwits.com/howardlindzon • JC - https://stocktwits.com/allstarcharts • Phil - https://stocktwits.com/ppearlman • Production and Marketing - https://penname.co/ — 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 decisions.

In appreciation of your support, we're excited to give one lucky subscriber the chance to own a new 14" MacBook Pro. Your involvement in our community is invaluable, and we can't express enough gratitude for your role in our success. Details and how to enter here: ⁠https://shorturl.at/uvwE8⁠ — Today we discuss the excitement of Bitcoin reaching new heights and explore the factors propelling its growth. We cover: • Bitcoin reaching an all-time high and the potential factors driving its growth • The demand side of Bitcoin, including the involvement of institutional investors and the impact of ETFs • Bitcoin as an on-ramp to the degenerate economy • The potential risks and opportunities in the crypto market • The bond market, inflation, and oil prices • The future of currencies • The relationship between Bitcoin and gold • The importance of silver outperforming gold • Concerns in the market • The malevolent seven stocks • Michael Saylor's All-In Strategy • The importance of optimism, mindfulness, health, and the value of family and community This episode is brought to you by Frec — Helping You Invest In The S&P 500 & Save On Taxes: https://frec.com/ — In This Episode, We Cover: (00:00) Welcome  (01:37) We’re Giving Away a Free MacBook (02:03) Bitcoin at ATH (04:17) The Resilience of Bitcoin and the Potential Upside (07:00) The Demand Side (08:04) The Degenerate Economy and the Future of Crypto (12:33) The Bond Market, Inflation, and Oil Prices (15:19) Speculation and FOMO (20:07) The Long-Term Chart of Bitcoin and the Demand-Supply Dynamics (24:48) The Role of Gold and the Future of Currencies (28:25) Cheat Code: Silver Outperforming Gold (31:27) The Malevolent Seven (33:00) Market Breadth (33:58) The Magnificent Seven ETF (34:46) The Art and Math of Investing (38:14) Michael Saylor's All-In Strategy (42:40) Staying Optimistic (48:50) Finding Trends and Riding Them — Referenced: • Matt Hougan - https://twitter.com/matt_hougan  • Solana - https://solana.com/ • Dogecoin - https://twitter.com/dogecoin • Shibtoken - https://twitter.com/Shibtoken • CumRocket - https://twitter.com/CumRocketCrypto • AVC Article - https://avc.com/2011/11/bitcoin/ • Michael Saylor - https://www.michael.com/ — Where To Find Howard and Friends: • Howard - https://stocktwits.com/howardlindzon • JC - https://stocktwits.com/allstarcharts • Phil - https://stocktwits.com/ppearlman • Production and Marketing - https://penname.co/ — 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 decisions.

Mo Al Adham, Founder and CEO of Frec, discusses direct indexing and tax loss harvesting. They explore the benefits and limitations of direct indexing, the power of AI in investing, market analysis, and the rise of crypto. The conversation also touches on home country bias, self-care, and rest for a motivated mindset.

Today, we have the pleasure of welcoming Chris Camillo, the co-host of Dumb Money, renowned for exploring unconventional investment strategies. Chris, also known as 'The Social Arbitrator,' employs a distinctive approach by analyzing social trends and consumer behavior to uncover promising investment opportunities. Fully committed to humanoid robotics, Chris joins Howard, Phil, and JC to discuss the following: • The potential of humanoid robots and their impact on various industries and the economy • Why Chris calls himself The Social Arbitrator, and how it helps him invest • How to distinguish signal vs noise, using Mattel Inc and the Barbie Movie as an example • How Tesla is positioned to be a key player in the humanoid market • Skepticism surrounding humanoids and the future possibilities of integrating them into everyday life • The potential positive impact on broad market ETFs due to increased operating efficiency • Embracing less in the age of overabundance • Market trends and analysis • Investment opportunities in blockchain technology • The potential for market volatility, and the importance of focusing on individual strategies — In This Episode, We Cover: (00:00) Welcome and about our guest Chris Camillo (03:17) Humanoids: The highest conviction idea Chris is working on at the moment (04:50) Why Chris calls himself The Social Arbitrator, and how it helps him invest (07:14) Distinguishing signal vs. noise: Mattel Inc and the Barbie Movie (09:46) Chris’s fruitful cloud computing investments (11:47) The time horizon of humanoid investments  (16:15) Elon’s humanoid predictions may actually come true  (19:30) Robots as a service (RAAS) is here to stay (22:40) Breaking down the financials  (27:58) The commercialization of humanoids (35:07) The implications for broad market ETFs  (38:43) The age of abundance  (41:05) Market trends and analysis with JC (47:08) Chris’s high-conviction trades (49:00) The importance of individual focus (50:45) The bond market and market corrections (53:47) Howard’s take: AI is overvalued (57:55) Investment ideas: Render (RNDR), McDonald’s Corp (MCD), and Ozempic/Novo Nordisk (NVO) (01:01:19) Embracing less in the age of overabundance  — Referenced: • Dumb Money: https://dumbmoney.tv/ • Mattel Inc: https://www.google.com/finance/quote/MAT:NASDAQ?sa=X&ved=2ahUKEwiOi-Tkp7qEAxU5j4kEHY_gCskQ3ecFegQIbBAX • Barbie Movie: https://www.imdb.com/title/tt1517268/ • AWS: https://aws.amazon.com/ • Chris’s 15-part tweet thread: https://x.com/ChrisCamillo/status/1749865679614795996?s=20 • NVIDIA: https://www.nvidia.com/en-us/ • Render (RNDR): https://coinmarketcap.com/currencies/render/ — Big thank you to our guest: Chris Camillo: https://twitter.com/ChrisCamillo — Where To Find Howard and Friends: • Howard - https://stocktwits.com/howardlindzon • JC - https://stocktwits.com/allstarcharts • Phil - https://stocktwits.com/ppearlman • Production and Marketing - https://penname.co/ — 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 decisions.

Jim O'Shaughnessy, investor and Wall Street legend, discusses AI in the stock market, the impact of speculation as entertainment, self-control in the face of technological advancements, guiding children in the digital world, paying attention to data and trends, and European financials influence on the dollar.