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Trends with Friends

Latest episodes

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Aug 19, 2023 • 53min

Whipsaw Hunting, Colorado is Phenomenal, Bull Market in Bevs, Google + YouTube are Unstoppable

On Episode 26 of Trends with Friends — Howard Lindzon, JC Parets, Phil Pearlman and Riley Rosebee walk through Whipsaw Hunting Season, Colorado is Phenomenal, Bull Market in Beverages, Google + YouTube are Unstoppable and Mr. Beast Fascinates. Like and Subscribe if you enjoy the show. Chapters Howard is Back (0:00) Aspen Cycling Summit (4:39) All Star Farts (8:44) Market Talk, An Interesting Tape (9:57) The Most Interesting Chart of the Week (10:06) Billionaires and the Bond Bear Market (12:03) Semiconductors Failed Breakout (14:48) Seasonality Scenario (15:48) Whipsaw Hunting Season (17:30) Ratio Charts to Watch (21:36) Repricing Private Markets (25:24) Who Killed Canada Goose? (29:35) Fashology Continues to Surprise (30:30) Davey Barstool’s Great Degenerate Trade (31:21) The Future of Financial Media (34:13) Google + YouTube are Unstoppable (37:55) Mr. Beast Fascinates (39:52) The Longevity Trend (42:40) Bull Market in Beverages, $MNST + $CELH (48:47) 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/  Weed Whacker® 2.0 | Nose Hair Trimmer for Men Outlive: The Science and Art of Longevity DSTNC – “Panic15” 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 
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Aug 12, 2023 • 35min

Rising Rates? Bitcoin - Beta on Beta on Beta, The Importance of Flexibility — Trends with Friends EP. 25

On Episode 25 of Trends with Friends — JC Parets, Phil Pearlman and Riley Rosebee review The Most Interesting Chart of the World, Rising Rates, Energy is in Play, Bitcoin – Beta on Beta on Beta and The Importance of Flexibility.  Like and Subscribe if you enjoy the show. Chapters Welcome (0:00) No Howie, How Was Maine? (0:07) Let’s Talk Charts (2:20) Will Rates Rise? (5:59) The Most Interesting Chart of the World (6:56) Bitcoin, Beta on Beta on Beta (7:49) Energy Is In Play (12:27) Sentiment Shift (13:57) The Importance of Flexibility (14:52) Low Carb Howie (20:06) Big Bubba, 6’5” 455lbs Freshman (21:07) Eat Unlimited Avocados (26:30) Riley’s Asia Food Review (28:16) Future Proof Preview (33:37)  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 
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Aug 5, 2023 • 40min

Trouble at All Time Highs, S&P 500 Seasonality, The Dollar Squeeze, Probes Fold and the 3 Economies

On Episode 24 of Trends with Friends — Howard Lindzon, JC Parets and Riley Rosebee review S&P 500 Seasonality, Trouble at All Time Highs, The Dollar Squeeze, Probes Fold, VCs Flock to the Middle East, The Three Economies and more. Like and Subscribe if you enjoy the show. Chapters Welcome (0:00) Phil Quit? (0:11) Riley Galivants Across Asia (1:06) Whip Around the Markets (2:59) Equally-Weighted Sector Returns (3:53) S&P 500 Pre-Election Seasonal Cycle (4:38) Nasdaq-100 Near New Highs (5:09) S&P 500, More of the Same (5:31) AAPL + MSFT = Half of Tech (5:39) The Dollar Squeeze (6:13) The 10-Year Yield (8:33) VCs Are Momentum Investors (10:04) Caution Near-Term (13:27) Josh Brown and Michael Batnick’s Sentiment (15:59) Probes Fold (20:12) VCs Flock to the Middle East (23:03) The Three Economies (28:47) Consider the Source (33:49) Charts and Cheese (37:24) Links Silicon Valley VCs Tour Middle East WSJ, "AI Has Finally Become Transformative" 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
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Jul 29, 2023 • 48min

Invest and Chill, Crack In A Can, Degeneracy, Luxury and Don’t Fight Papa Dow

On Episode 23 of Trends with Friends — Howard Lindzon, Phil Pearlman and JC Parets recap Invest and Chill, Crack in a Can, Degeneracy, Luxury, Bitcoin’s Breakdown, Don’t Fight Papa Dow and more. Like and Subscribe if you enjoy the show. Chapters Welcome (0:00) Twitter X Killed the Bird (6:45) Charts Around the World (7:51) Invest and Chill (13:22) Discretionary, Technology and Industrials Lead The Way (15:42) Strength in European Financials (19:59) Crack In A Can (21:38) Degeneracy and Luxury (25:05) Bitcoin’s Breakdown (32:34) Don’t Fight Papa Dow (37:54) Overstimulated (39:09) Entertainment Talk (41:36) 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
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Jul 8, 2023 • 30min

The Most Interesting Chart of the Week, META Moves, The Disney Dip, Consolidation through Time and 3-Putt Parets — Trends with Friends EP. 20

On Episode 20 of Trends with Friends — Howard Lindzon, Phil Pearlman, JC Parets and Riley Rosebee review The Most Interesting Chart of the Week, META Moves, The Disney Dip, Consolidation through Time and 3-Putt Parets. Chapters Welcome (0:00) JC Golfs (0:11) Intro (2:20) The Most Interesting Chart of the Week (3:37) META Moves (4:36) Buy the Disney Dip? (11:30) Consolidation through Time (14:06) Crypto Highs (15:45) Something’s Happening In Financial Services (16:31) Degeneracy Thrives (17:51) No Outlet for Adolescents (19:14) Social Media Wants Your Brain (20:56) Play Sports (24:12) Lift for Show, Eat for Dough (25:33) 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
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Jul 1, 2023 • 48min

The Most Interesting Chart in the World, 52-Week Highs, Consumer Discretionary, Coinbase and The Degenerate Economy — Trends with Friends EP. 19

On Episode 19 of Trends with Friends — Howard Lindzon, Phil Pearlman, JC Parets and Riley Rosebee review the Most Interesting Chart in the World, 52-Week Highs, Consumer Discretionary, Coinbase, The Degenerate Economy, Phrasing Trends and more.  Chapters Welcome (0:00) The Degenerate Economy (4:00) Consumer Discretionary Outperforms (4:25) DraftKings 52-Week High (5:27) Equally-Weighted Golf Index (6:33) DraftKings Seasonality (9:06) Flutter Entertainment, FanDuel (9:28) Rotation into Energy? (10:40) Bitcoin 52-Week Highs (12:42) Bitcoin Narratives (15:15) BlackRock on Bitcoin (16:36) Coinbase Crawls Back (18:55) Bitcoin’s Resiliency (20:35)JC’s Greatest Risk (22:00) Software You Can’t Shut Down, AVC (23:50) The Most Interesting Chart in the World (29:00) XPO Logistics (30:36) Industrials 52-Week High (31:55) Preventing Pickleball Injuries (35:19) Thoughts on Ozempic (37:42) Phrasing Trends (40:15) Our Brand (40:57) Direct Indexing (42:33) JC’s Private Pickleball Lesson (44:00) Traders DocuSeries in Asia (46:14) Links Software That You Can’t Shut Down — AVC Improved Indexing via Thematic 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
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Jun 24, 2023 • 59min

The Best Start to a Year EVER, Institutionalization of Crypto, JCs Leveraged Bitcoin Bet, SlamBall and the Sun — Trends with Friends EP. 18

On Episode 18 of Trends with Friends — Howard Lindzon, Phil Pearlman, JC Parets and Riley Rosebee review the Markets Best Start to a Year Ever, 52-Week Highs, Embracing Emotions, SlamBall, New Sports and more.  Chapters Intro (0:00) Hats Off to JC (1:15) Stocks Stopped Going Down (1:55) S&P 500 Sets Another 52-Week High (9:44) Technology Trades At Former Highs (10:07) German DAX Index (10:52) Nvidia + Palo Alto Networks Post All-Time Highs (11:30) Dispassion and Embracing Emotions (13:10) Helene Meisler’s Twitter Sentiment Test (16:00) If You Love The Markets, You’re Normal (17:48) Institutionalization of Crypto (19:44) The Best Show on Netflix (23:55) How Cycling Relates to Investing (24:42) The United States is an Underperformer (29:34) SlamBall + New Sports (30:43) The So-Called Procter & Gamble of Weed (32:40) The Two Tiered Economy (36:44) JC Looks To Leverage His House to Buy Bitcoin (44:10) Grateful for the Sun (46:58) Acknowledging Crypto Fear (50:24) Leveraging Yourself (52:30) One Idea, INMD (56:20) Links Ubuntu — https://www.ubuntu.life/ Improved Indexing via Thematic — ​​https://www.gothematic.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://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 
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Jun 17, 2023 • 34min

Today’s 8-to-80, Shopify’s Relative Strength, Shoutout Fred Wilson and Beef vs Pork — Trends with Friends EP. 17

On Episode 17 of Trends with Friends — Howard Lindzon, Phil Pearlman, Riley Rosebee and Steve Strazza talk Today’s 8-to-80, Shopify’s Relative Strength, Shoutout Fred Wilson, Beef vs Pork and more. Chapters Intro (0:00) Where’s JC? (0:25) Markets Reaction to the Fed (1:27) Look at Long Duration Assets (2:52) iPhone 14 is Insane (4:32) One Ticker Missing… (5:37) Shopify Relative Strength (6:04) Today’s 8-80 (8:33) Oracle and Intuitive Surgical (9:55) More Applications for AI than Crypto in 6 Months (11:52) Fred Wilson’s Latest (12:42) Enterprise AI (13:34) Big Banks are Worse than the DMV (15:16) Index Opportunities (17:55) Deselecting is Selecting (18:50) New Secular Bull via AI (23:36) Beef vs Pork (29:53) Links Improved Indexing via Thematic — ​​https://www.gothematic.com/  Fred Wilson’s Latest — https://avc.com/2023/06/coming-back-up-for-air/  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  Steve Strazza — https://twitter.com/sstrazza  Phil Pearlman — https://twitter.com/ppearlman  Riley Rosebee — https://twitter.com/be_rosebee
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Jun 10, 2023 • 45min

The SEC, Semis, Tribeca Film Festival and Apple — Trends with Friends EP. 16

On Episode 16 of Trends with Friends — Howard Lindzon, Phil Pearlman, Riley Rosebee and Steve Strazza talk SEC, Tokens, Apple, Semiconductors, The Tribeca Film Festival and more.  Chapters Intro (0:00) Start with the SEC (1:00) What about Bitcoin (5:20) Are Tokens Interesting? (6:00) No One Cares About Crypto rn (7:36) Apple Inc Update (13:58) Let’s Talk Semis (22:25) Bull Trap? (24:00) S/O JC Parets + Jeff Hirsch (27:40) Lindzon Live at Tribeca Film Festival (28:00) Headlines Continue To Suck (32:07) The Degenerate Economy (33:20) This Market is Top Heavy (39:50) End on Golf (42:22) Links Read Matt Levine, When Is a Token Not a Security? Howard’s Blog JC’s Blog Pearl’s Prime Cuts Riley’s Blog Follow Us on Twitter Howard Lindzon Steve Strazza Phil Pearlman Riley Rosebee
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Jun 3, 2023 • 37min

Apple’s Advance to $5T, Follow the Puck, Price is Truth — Trends with Friends EP. 15

Finance expert Howard Lindzon, technical analyst JC Parets, and investment strategist Phil Pearlman discuss topics such as the greatest chart of the year, the influence of big tech companies, market performance and potential, and exciting trade opportunities. They also share food recommendations and emphasize the importance of spending time with loved ones.

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