Trends with Friends

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.

In today’s episode, Howard, JC, Phil, Michael, Braden, and Riley discuss the following: The capabilities and potential of the Apple Vision Pro The impact of AI on the finance industry Why AI prompting is such an important skill FinChat and its ability to provide accurate and comprehensive financial data NYT vs. OpenAI and the future of the internet Diabetes and Ozempic Why JC says to “short everything” The vulnerability of small caps A long China and short US trade How Google Gemini is consolidating AI efforts and may offer new opportunities — In This Episode, We Cover: (00:00) Introduction and Grass Leagues (04:40) Apple Vision Pro: more than just a toy (08:40) How Apple is uniquely positioned in the market (17:07) Enterprise impacts and timeline (22:13) FinChat: what they’re building, and why (27:40) NYT vs. OpenAI and the future of the internet (31:09) JC's bearish view on the market and market sentiment (34:50) The vulnerability of the market and potential rotation (37:53) The psychology of investing (40:06) SPG, Toyota ($TY) vs. Tesla ($TSLA), and Web 2.0 Leaders (43:37) DJ Industrial and S&P 500 through election cycles (47:25) Long China, short US trade (51:14) The power of FinChat (53:37) Diabetes and Ozempic (56:12) Ozempic revenue charts on FinChat (01:00:06) Prompt engineering (01:03:31) Google’s Gemini and consolidation of AI efforts — Referenced: Apple Vision Pro: https://michaelparekh.substack.com/p/ai-its-all-on-google-gemini-ai-soon AI: It's all on Google Gemini AI soon: https://michaelparekh.substack.com/p/ai-its-all-on-google-gemini-ai-soon FinChat.io — https://finchat.io/ Michael Parekh’s Blog: https://michaelparekh.substack.com/about — Big Thank You To Our Guests: Michael Parekh: https://twitter.com/MParekh Braden Dennis: https://twitter.com/bradocapital — Where To Find Howard and Friends: Howard - https://stocktwits.com/howardlindzon JC - https://stocktwits.com/allstarcharts Phil - https://stocktwits.com/ppearlman Riley - https://stocktwits.com/coloradoriley — 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.

Expert stock investor JC shares insights on sector rotation, favorite stock picks, and Chinese ETFs. The importance of sleep, unforced errors, and a wild alligator story are also discussed. Stay tuned for exciting updates on Trends with Friends!

On Episode 48 of Trends with Friends — Howard Lindzon, JC Parets, Phil Pearlman, Ram Ahluwalia and Riley Rosebee review Strength in Semis, The Russell 3000 All-Time Highs, The EV Bubble, Go Go Google, Next Gen Financial Analysis and Is Apple Overvalued? Like and Subscribe if you enjoy the show. Chapters Welcome (0:00) Howard Goes Coast-to-Coast (4:22) Walk Around the Market (5:33) The Russell 3000 Rallies to All-Time Highs (6:20) Small-Caps Outperform Large-Caps (8:15) No Sign of Defensive Behavior (9:28) Strength in Semis (10:43) Welcome Ram Ahluwalia (12:29) The EV Bubble (14:20) Hyper EV Competition (16:26) Pricing Power (21:02) Shout Out Am Ahluwalia (21:55) Is Apple Overvalued? (22:43) Go Go Google (24:35) Communications vs Technology (27:55) AI Opportunities (29:52)  China is Cheap (38:09) E-Commerce Around the World (43:25) Nu Bank New Highs (43:51) Stalking Snapchat (46:30) The New York Times (49:10) Next Gen Financial Analysis (55:45) Daylight Gains (1:03:10) Featured Links FinChat.io — https://finchat.io/  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://popularprice.beehiiv.com/  Follow Us on Twitter Howard Lindzon — https://twitter.com/howardlindzon  JC Parets — https://twitter.com/allstarcharts   Phil Pearlman — https://twitter.com/ppearlman  Ram Ahluwalia — https://twitter.com/ramahluwalia  Riley Rosebee — https://twitter.com/be_rosebee 

On Episode 47 of Trends with Friends — Howard Lindzon, JC Parets, Phil Pearlman and Riley Rosebee review Tesla’s Hot Mess, Defense is Not Working, IPO Activity, The DWAC, Marijuana Legalization Speculation, The New York Times and more. Like and Subscribe if you enjoy the show. Chapters Welcome (0:00) Playoff Football (2:46) State of the Market (6:24) Tesla’s Hot Mess (8:37) A Few Red Flags (16:20) Defense Is Not Working (22:30) IPO Activity (26:05) Marijuana Legalization Speculation (34:43) The DWAC (35:58) Tilray Tumbled 99.5% (38:37) The AI Is Still In (47:13) New York Times Tiptoes to New Highs (44:38) WD-40 Whips to Multi-Year Highs (50:00) Watching Luxury (51:55) Your Health Affects Everything (55:27) Special Shoutouts (58:44) Breakfast for Dinner (01:01:02) Featured Links Eddy Elfenbein’s Crossing Wall Street — https://www.crossingwallstreet.com/  Downtown Josh Brown — https://www.downtownjoshbrown.com/  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://popularprice.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 46 of Trends with Friends — Howard Lindzon, JC Parets, Phil Pearlman, Rob Petrozzo and Riley Rosebee review the Most Interesting Chart in the World, Bundling & Unbundling, All-Time Highs, Happy Hours in SoHo and CryptoPunks are the Rookie Cards. Like and Subscribe if you enjoy the show. Chapters Welcome Rob Petrozzo (0:00) Happy Hours in SoHo (1:48) The Most Interesting Chart in the World (3:38) Whipsaw Hunting Season (4:50) CryptoPunks Are The Rookie Cards (7:30) What’s Not Working? (10:41) What’s Working? (12:27) The Wall of Worry (13:35) Google + Shopify (18:33) Uranium and Coal, Not Oil and Gas (20:27) The Bitcoin ETF (22:20) Crypto Follows (25:50) Culture Center Sentiment (29:06) Bundling and Unbundling, S/O ZIRP (31:22) SoHo Tastemakers (38:50) Appeal to the 10% (43:20) Golf is Too Saturated (46:33) The Vision Pro (49:39) Rotation into China (53:51) This Is Not Financial Advice (56:52) Featured Links Rally Road — https://rallyrd.com/#  Joe McCann — https://twitter.com/joemccann  Kyle, Multicoin — https://twitter.com/KyleSamani  Mike Dudas — https://twitter.com/mdudas  I want my Vision Pro, Om Malik — https://om.co/2024/01/08/vision-pro-is-coming/#more-922192  This Is Not Financial Advice — https://tv.apple.com/us/movie/this-is-not-financial-advice/umc.cmc.xpzhsanwyvzm5kupo6f3sbz3  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://popularprice.beehiiv.com/  Follow Us on Twitter Howard Lindzon — https://twitter.com/howardlindzon  JC Parets — https://twitter.com/allstarcharts   Phil Pearlman — https://twitter.com/ppearlman  Rob Petrozzo — https://twitter.com/robpetrozzo  Riley Rosebee — https://twitter.com/be_rosebee

On Episode 45 of Trends with Friends — Howard Lindzon, JC Parets, Phil Pearlman and Riley Rosebee share the First Show of the Year, Digesting Gains, Strength in Biotech, Magnificent 7 Stalls, One Good Day and Will the BTC ETF Mark a Top?  Like and Subscribe if you enjoy the show. Chapters Welcome (0:00) First Show of the Year (0:50) S/O Mr. Seasonality (1:41) Chart Talk (4:38) Strength in Biotech (6:45) Magnificent 7 Stalls (8:17) Will the BTC ETF Mark a Top? (10:03) Biggest Winner Since the COVID Low (11:58) Digesting Gains (16:39) Software was Sexy (21:01) They’re Gonna Smoke the Weed, Eat the Pills (21:47) The Problem with the Weed (23:33) Fishing Pfizer (26:14) Luxury Review, France Flies to All-Time Highs (29:57) Focusing on Sleep (36:09) How to Analyze Stocks (43:20) Seasonality of Weight Gain, Finding Your Footing (50:01) One Good Day (51:18) Kosher Omakase (53:18) Sentiment Volatility (55:36) True Degenerates (56:37) Featured Links Stock Trader’s Almanac — https://www.stocktradersalmanac.com/  The Compound and Friends — https://youtu.be/pu1gyVqeUws?si=vTpnqvZk2dxYuPyD  Magnesium — https://www.amazon.com/Nature-Made-Absorption-Magnesium-Relaxation/dp/B08XXHCGZT/ref=sr_1_7?keywords=magnesium&qid=1704541264&rdc=1&sr=8-7  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://popularprice.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 

Thank you for tuning in to our first year of Trends with Friends! We appreciate you staying with us as we wade through the markets and technical difficulties.  We put together a highlight reel of the best moments from this last year. We frequently talked about the bull market in stocks and crypto, seasonality, finding underfollowed stocks with high relative strength, degeneracy, luxury, and longevity. In case you missed some previous episodes these best moments should catch you up to speed.  If this is the first you’re seeing of Trends with Friends we hope you enjoy and tune in to next week’s episode.  As always, be sure to subscribe to my blog at HowardLindzon.com and subscribe to Howard Lindzon on Youtube.