Trends with Friends

This podcast covers China's tech industry mean reversion, bullish market sentiment, U.S. interest rate projections, investing in Argentina, and more. Discusses ignoring media sensationalism, market trends, and interesting stocks to watch. Also delves into Latin American investment opportunities and focuses on individual health choices and media biases.

Another wild ride on Trends with Friends, where Howard and JC spar over degenerate investing. Riley Rosebee joins us for the latest Trends With NO Friends bets, and together we cover: • Why we’re bullish on Beehiiv • The importance of organic growth • Politics, stock and anger • The role of human psychology in the stock market • Why you should be paying attention to the 3 G’s • Why Michael Parekh says not to give up on Apple • The significance of privacy in the context of AI and technology • Trends With No Friends Bets • The role of financial advisors and the importance of having one • The impact of the Japanese yen on the stock market and why it matters — Be sure to check out our new website: https://trendswithfriends.com/ Subscribe to Trends with Friends: 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 Greetings and Small Talk 04:25 Trends with Friends Updates 08:47 The Use of Email As a Social Network 11:13 Beehiiv vs. Substack 17:52 Politics, Stock and Anger 20:47 $DJT and Degenerate Investors 23:50 Price Behavior and Investing Mentalities 25:49 Dogecoin, Trump Media, and Tesla 28:55 The Power of Gold: A Safe Haven Asset 31:55 JC’s Mexican Gold Miner Trade 35:30 Bullishness on Nvidia and Google 38:28 Apple’s Potential 41:16 Goldman Sachs and Capital Markets 42:42 GE: The 4th G 46:10 Introduction to Aramark 48:47 Allegheny Technologies Inc. (ATI) 51:02 The Impact of the Japanese Yen on the Stock Market 54:50 See You Next Week — Referenced: • Beehiiv - https://www.beehiiv.com/ • Tyler Denk - https://www.linkedin.com/in/tyler-denk/ • Substack - https://substack.com/ • Michael Parekh - https://www.linkedin.com/in/michaelparekh — 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/ — Trends with Friends is brought to you by Stocktwits: ⁠https://stocktwits.com/⁠ — 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.

Today we’re joined by Lewis Johnson of Capital Wealth Advisors. Lewis is a great friend and someone who manages approximately $2.5 billion in assets. In today’s wide-ranging episode, we discuss: • Spotify’s great earnings and why we love the stock • Why China is driving up the price of gold • If you should be buying silver  • Where we might be in the current market cycle • If you should be reallocating some of your portfolio to commodities • And so much more — If you aren’t already, be sure to subscribe to Trends with Friends here: https://www.howardlindzon.com/  Thanks to our sponsor, FinChat, the complete stock research platform for fundamental investors. TWF listeners get 15% off at checkout with the code "TWF." Learn more today: http://finchat.io/trendswithfriends  — Skip Ahead: 00:00 Welcome Lewis Johnson 05:10 JC’s take on the current market conditions 07:39 Spotify’s great quarter and analysis 19:47 Tech vs Commodities Long Term 24:22 Technology hitting 3 month lows 25:06 Dollar breaking down compared to gold 26:40 China’s demand is driving the price of gold 30:55 Where are we in the current market cycle 34:02 Is Silver a buy 40:40 What Lewis is recommending to his clients  43:30 JC’s thoughts on Silver 45:40 Why you should consider a financial advisor 47:30 When should you reallocate your portfolio  52:42 Goldman Sachs ($GS) update 56:30 Update on the 3 Gs 58:10 Trends With NO Friends ($BMI) 1:01:00 How Lewis manages growth in small and mid-cap stocks 1:03:45 What’s next for the US dollar 1:07:20 The biggest worry with high interest rates — Big Thank You To Our Guest: • Lewis Johnson - https://twitter.com/TrendsTailRisks  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. CWA Asset Management Group, LLC (“CWA”) is an SEC-registered investment adviser, doing business as Capital Wealth Advisors (FL, LA & NC) and as blueharbor wealth advisors (NC). Registration does not imply any level of skill or training. CWA’s ADV 2A and Form CRS can be accessed via https://advisorinfo@sec.gov/firm/summary/158940. Lewis Johnson is an employee of CWA.  The Assets Under Management (“AUM” for CWA as of 12.31.2023 is $2,531,719,656.  Lewis Johnson and CWA do not promote or solicit any securities positions mentioned during this blog.  Lewis Johnson and CWA also do not promote or solicit any advertising for third-parties on any social media platform that this blog is presented on.

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.