Trends with Friends

This week we're joined by Om Malik — a San Francisco-based writer, photographer, and investor with three decades of experience in Silicon Valley. We cover: • Apple, and whether they are underperforming • The need for empathy in the tech industry • Technology vs. the spectacle of technology • Our favorite products and acquisitions • Consumer Discretionary reaching new ten-year lows • Personal reflections on health and wellness — Thanks to our sponsor, Public. Public is an investing platform where members can build a portfolio of stocks, bonds, options, ETFs, crypto, and alternative assets—plus get an industry-leading 5.1%* APY with a high-yield cash account. Learn more. — Skip Ahead: (00:00) Welcome (04:48) Is Apple underperforming? (15:00) Silicon Valley’s Empathy Vacuum (21:39) Sam Altman and OpenAI (25:20) Technology vs. the spectacle of technology (26:49) Standout products (32:31) The most interesting ‘sexy’ chart in the world (34:46) The most interesting ‘boring’ chart in the world (36:47) Different asset classes (45:29) AI (48:40) The 3 day reset (51:35) Consumer Discretionary (54:50) $VLO and $IMO (58:24) Health and wellness (01:03:00) What Om is excited about — Referenced: • Silicon Valley’s Empathy Vacuum - https://om.co/2024/05/27/silicon-valleys-empathy-vacuum/ • Gigaom founder Om Malik: My heart attack ‘was the best thing that happened to me’ - https://www.vox.com/2016/9/8/12825866/om-malik-gigaom-true-ventures-blogging-heart-attack-recode-media-podcast — 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. — A High-Yield Cash Account is a secondary brokerage account with Public Investing, member FINRA/SIPC. Funds from this account are automatically deposited into partner banks where they earn a variable interest and are eligible for FDIC insurance. Neither Public Investing nor any of its affiliates is a bank. US only. Learn more at public.com/disclosures/high-yield-account Options are not suitable for all investors and carry significant risk.  Option investors can rapidly lose the value of their investment in a short period of time and incur permanent loss by expiration date.  Certain complex options strategies carry additional risk.  There are additional costs associated with option strategies that call for multiple purchases and sales of options, such as spreads, straddles, among others, as compared with a single option trade. Prior to buying or selling an option, investors must read and understand the “Characteristics and Risks of Standardized Options”, also known as the options disclosure document (ODD) which can be found at: www.theocc.com/company-information/documents-and-archives/options-disclosure-document. Supporting documentation for any claims will be furnished upon request. If you are enrolled in our Options Order Flow Rebate Program, The exact rebate will depend on the specifics of each transaction and will be previewed for you prior to submitting each trade. This rebate will be deducted from your cost to place the trade and will be reflected on your trade confirmation. Order flow rebates are not available for non-options transactions. To learn more, see our Fee Schedule, Order Flow Rebate FAQ, and Order Flow Rebate Program Terms & Conditions. Options can be risky and are not suitable for all investors. See the Characteristics and Risks of Standardized Options to learn more. All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Open to the Public Investing, Inc., member FINRA & SIPC. See public.com/#disclosures-main for more information.

This week we're joined by Brian Shannon — founder of Alphatrends.net and author of the beginner's trading book Technical Analysis Using Multiple Timeframes, and best-selling book Maximum Trading Gains with Anchored VWAP. We talk Netflix, Bitcoin, and the concept of Volume Weighted Average Price (VWAP). Specifically: • Netflix is trading near all-time highs and has the potential for further upside • Bitcoin has consolidated and is poised for a breakout to new all-time highs • The use of anchored VWAP (Volume-Weighted Average Price) and its application in analyzing Bitcoin and crude oil • The concept of using multiple timeframes in technical analysis • The role of fundamentals versus price action in driving market movements • Why you should stay in your lane — Subscribe to Trends with Friends: https://www.howardlindzon.com/ — Thanks to our sponsor, Public. Public is an investing platform where members can build a portfolio of stocks, bonds, options, ETFs, crypto, and alternative assets—plus get an industry-leading 5.1%* APY with a high-yield cash account. Learn more today: www.public.com/trendswithfriends. — Skip Ahead: (00:00) Welcome banter (03:20) Netflix nearing all-time highs (07:20) The AI war: who’s benefiting? (09:30) Brian Shannon, Alpha Trends and Stocktwits (14:45) Howard’s early calls (17:08) Bitcoin weekly (21:28) Pepe the Frog and ETH (22:45) Understanding the anchored VWAP (Volume Weighted Average Price) (25:23) Anchored VWAP: Bitcoin (30:00) Anchored VWAP: Crude Oil (31:54) Anchored VWAP: Copper (33:04) Fundamental Analysis vs. Price Action (42:04) Anchored VWAP: SPY (45:13) All Country World Index (ACWI) making all-time highs (49:30) Contrarian take: ignoring the macro landscape (52:30) Understanding time horizons (55:54) Staying in your lane (58:35) DJIA reaching new all-time high (01:05:00) The global market (01:07:44) 53 years of reasons to be bearish (01:11:04) Trends with NO Friends: Hidden opportunities — Referenced: • Ted Sarandos - https://www.linkedin.com/in/tedsarandos • Reed Hastings - https://www.forbes.com/profile/reed-hastings/?sh=43d6b6c32782 • Andy Swan - https://x.com/AndySwan?ref_src=twsrc • Trading View - https://www.tradingview.com/ • TC2000 - https://www.tc2000.com/?gad_source=1 • Craig Shapiro - https://x.com/ces921?ref_src=twsrc^google|twcamp^serp|twgr^author • Morgan Housel - https://www.morganhousel.com/ • Joe Fahmy - https://joefahmy.com/ • Linda Bradford Raschke - https://x.com/LindaRaschke?ref_src=twsrc^google|twcamp^serp|twgr^author • Jerry Seinfeld - https://www.jerryseinfeld.com/ — Big Thank You To Our Guest: • Brian Shannon - https://x.com/alphatrends — 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. — *Rebate rates vary from $0.06-$0.18 per contract depending on time of enrollment and number of referrals you make. Rates are subject to change at any time. See terms of the Options Rebate Program: https://www.public.com/disclosures/rebate-terms. Options are risky and not suitable for everyone. Investors must review the Options Disclosure Document (ODD): https://www.public.com/ODD. Brokerage services for US-listed securities and options offered through Public Investing, member FINRA & SIPC. See Fee Schedule & T&Cs: https://www.public.com/disclosures. Supporting documentation upon request. A High-Yield Cash Account is a brokerage account with Public Investing, member FINRA/SIPC. Funds from this account are automatically deposited into partner banks where they earn interest and are eligible for FDIC insurance. Neither Public Investing nor any of its affiliates is a bank.

This episode features Jeff Richards from Notable Capital discussing the rebranding from GGV Capital. They cover meme stocks GameStop and AMC, short squeezes, and the evolving role of AI in finance and investing.

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.