Trends with Friends

On Episode 36 of Trends with Friends — Howard Lindzon, JC Parets and Riley Rosebee review Stocks Above October Lows, Solana’s Killer App, Chart of the Year, Healthcare Start-Ups, The Big Get Bigger and more. Like and Subscribe if you enjoy the show. Chapters Welcome (0:00) Stocks Above October Lows (2:43) Bitcoin Should Be Dead (6:50) Solana’s Killer App (9:35) Chart of the Year (15:08) Some Good Ideas (17:11) Healthcare Start-Ups (20:30) Chart Talk: MakeMyTrip, Axon and Deckers (22:11) Bank Consolidation (26:26) The Big Get Bigger (27:57) Leave It to the Youngsters (32:30) The Wall of Worry (35:37) Start-Up Land (40:15) The War of Attention (43:43) Featured 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://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  Sam Lessin — https://twitter.com/lessin 

On Episode 35 of Trends with Friends — Howard Lindzon, Phil Pearlman and Riley Rosebee review Bitcoin, Unplugging, Small-Scale Social, The Two Ways of Change and Solana’s Relative Strength. Like and Subscribe if you enjoy the show. Chapters Welcome (0:00) Stocktwits Early Days (1:47) Release the Hostages (3:05) Unplug (4:08) Small-Scale Social (6:23) The Two Ways of Change (10:58) Disconnecting, Zooming In (12:01) The Most Important Chart of the Week (17:23) Bitcoin’s Resilience (22:00) Solana vs. Ethereum (24:26) Let’s Talk Start-Ups (28:51) Valuation Recency Bias (35:10) Find What’s Working (38:15) Schmuck Insurance (46:18) Experience World Class Sport Events (47:07) Featured Links Howard Marks’ Further Thoughts on Sea Change https://www.oaktreecapital.com/insights/memo/further-thoughts-on-sea-change  Bitcoin’s Resilience — https://ospreyfunds.io/newsletter/what-if-it-is-so-early/  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 34 of Trends with Friends — Howard Lindzon, JC Parets, Phil Pearlman and Riley Rosebee review Stocks Showing Weakness, The 30-Year Yield, Deglobalization and Omakase.  Like and Subscribe if you enjoy the show. Chapters Welcome (0:00) We Took A Week Off (1:45) Fasting Feels Great (3:23) Omakase Experts (6:34) Chart Talk (8:07) Stocks Showing Weakness (13:03) MakeMyTrip’s Massive Base (16:00) TIPS vs. Treasuries (17:25) The 30-Year Yield (20:38) You Can’t Trust the Narrative (24:50) Interesting Ideas (27:52) Deglobalization, Secular or Cyclical?  (36:31) Write Every Day, But Not For Traffic (50:11) Cook Steak (55:21) Featured Links Sam Lessin’s State of VC — https://twitter.com/lessin/status/1713967957209137154  Tim Ferris x James Clear — https://tim.blog/2023/01/06/james-clear-atomic-habits/  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 33 of Trends with Friends — Howard Lindzon, JC Parets, Phil Pearlman and Riley Rosebee review the Most Interesting Chart of the Week, the Everything App, Fashology and Direct Indexing. Like and Subscribe if you enjoy the show. Chapters Welcome (0:00) Intro (1:17) The 30-Years’ 6.4 Standard Deviation (2:43) The Most Important Chart of the Week (4:44) Communications New Relative Highs vs. the S&P 500 (6:39) No Where Near Panic (8:06) Higher Rates Helps Wealthy Individuals and Companies (12:10) Howie Visits Mexico City, Tech Makes Foreign Travel Effortless (16:45) The EU Threatens Microsoft Teams (19:28) Financials & Small-Caps Trade at Critical Levels (20:17) Phil’s Recommendations to Young People (23:04) Send Us Hate Mail (25:27) The All In One App (27:50) Headwear Fashology (28:56) WhatsApp AI is Amazing (30:13) New Tech Sentiment Volatility (31:45) Direct Indexing with Frec (33:33) Phil Helps Howie’s Health (43:33) Featured Links Howard’s Blog — https://www.howardlindzon.com/  JC’s Blog — https://allstarcharts.com/blog/  Pearl’s Prime Cuts — https://primecuts.substack.com/  Stocktwits Popularity & Price — 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 32 of Trends with Friends — Howard Lindzon, Phil Pearlman, Ram Ahluwalia and Riley Rosebee review Higher for Longer, Reading Sentiment, the Nuclear Renaissance, AI’s First Inning, Price Relative Strength Meets Social and Luckin Coffee’s Come Back.  Like and Subscribe if you enjoy the show. Chapters (0:00) Intro (1:08) Eyes Automatize (2:32) Welcome Ram Ahluwalia (3:39) What is Lumida Wealth? (5:07) Higher for Longer (11:00) Great Depression Headlines (11:50) Reading Sentiment  (14:44) US Dollar Deep Dive (17:36) The DeDollarization Hedge (22:07) Howie’s Heebie-Jeebies (22:17) Micro Nuclear Reactors (25:47) Nuclear Renaissance (29:19) The Confluence of Fundamentals + Technicals (31:26) AI’s First Inning (34:32) The Semiconductor Cycle (38:56) Simple Uranium Exposure (43:05) India Banks + Travel (44:17) Price Relative Strength Meets Social (48:28) Tesla’s Trick (52:09) Prospect Theory + Socio Behavioral Economics (58:40) Luckin Coffee’s Come Back Featured Links Lumida Wealth Newsletter Howie's Momentum Lists Luckin Coffee’s Come Back Chart Summit  2023 Replay  Follow Us on Twitter Howard Lindzon Ram Ahluwalia Phil Pearlman Riley Rosebee

On Episode 31 of Trends with Friends — Howard Lindzon, JC Parets, Phil Pearlman and Riley Rosebee review the Commodity Super Cycle, Seriously Good Ideas, Cybersecurity, the Unsung Hero of AI, Stocktwits Popularity and Price.  Please Like + Subscribe if you enjoy the show. Chapters (0:00) Howie in Tel Aviv (3:42) Chart Talk (4:35) Sector Performance Since July 12, 2023 (5:50) Next Gen Energy (7:20) Uranium and the Commodity Super Cycle (8:15) How to Participate in the Commodity Super Cycle (20:15) Cyber is Speaking (25:36) Seriously Good Ideas (30:19) Fintech’s Dumpster Fire (31:12) Unsung Heroes of AI… Industrials? (32:43) The Degenerate Proxy (35:56) Stocktwits Popularity & Price (37:42) Up & to the Right, Options Volume (38:48) Freaks will Find a Way (40:32) Baltimore’s Bounce Back (43:56) Sports Monopolies (48:05) Phil’s Feast Featured Links Howard’s Blog — https://www.howardlindzon.com/  JC’s Blog — https://allstarcharts.com/blog/  Pearl’s Prime Cuts — https://primecuts.substack.com/  Stocktwits Popularity & Price — 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 30 of Trends with Friends — Howard Lindzon, JC Parets, Phil Pearlman and Rob Koyfman run through the Markets Uphill Battle, JC’s Custom Coal Index, Arm’s IPO, The Glamorization of Degeneracy, Koyfin and Sugar Highs. Like and Subscribe if you enjoy the show. Chapters Welcome (0:00) Future Proof Follow Up (0:26) Howies First Uncategorized Climb (2:47) The Markets Uphill Battle (8:33) What Will It Take For Stocks To Go Higher? (10:24) Strength in Energy (12:19) JC’s Custom Coal Index (14:43) Arm’s Tightly Controlled IPO (16:08) Welcome Rob Koyfman (20:08) What Could Lead Stocks Lower? (20:29) The Glamorization of Degeneracy (25:24) Will Stocks Resolve Higher or Lower? (26:50) Koyfin Showcase (35:56) Sell Side Analyst Sentiment Examples (40:56) Food Rules to Follow (48:38) Sugar Highs (50:15) Featured Links Koyfin Charts — https://app.koyfin.com/ Koyfin Youtube’s Account – https://m.youtube.com/@Koyfin The food industry pays ‘influencer’ dietitians to shape your eating habits - The Washington Post — https://www.washingtonpost.com/wellness/2023/09/13/dietitian-instagram-tiktok-paid-food-industry/ Dunkin’ Doughnuts Sugar Rush — https://twitter.com/0xgaut/status/1701939t777220526564 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 Rob Koyfman — https://twitter.com/koyfman Riley Rosebee — https://twitter.com/be_rosebee Koyfin — https://twitter.com/KoyfinCharts

On Episode 29 of Trends with Friends — Howard Lindzon, JC Parets, Phil Pearlman, Ram Ahluwalia and Riley Rosebee review The Most Interesting Chart of the Week, US Sector Total Returns, Exxon Mobil’s Monster Base, Luxury Wealth Management and more. Like and Subscribe if you enjoy the show. Chapters Intro (0:00) What is WatchBox? (1:29) Market Walkthrough (4:55) The Most Interesting Chart of the Week (5:21) US Sector Total Returns (6:50) Exxon Mobil’s Monster Base (7:42) The Next Bull Market (10:12) The S&P 500 is a Mess (12:15) How to Trade This Environment (14:09) Welcome Ram Ahluwalia (17:31) Luxury Wealth Management (18:35) Old Growth Stocks Become Value Stocks (19:51) Where is Crypto? (24:52) Health & Wellness with Phil Pearlman (31:01) Featured Links WatchBox Lumida Wealth Ram Ahluwalia’s TikTok Ram Ahluwalia’s LinkedIn FutureProof Email Phil Pearlman Outlive: The Science and Art of Longevity by Dr. Peter Attia Howard’s Blog JC’s Blog Pearl’s Prime Cuts Riley’s Blog Follow Us on Twitter Howard Lindzon JC Parets Phil Pearlman Ram Ahluwalia Riley Rosebee

On Episode 28 of Trends with Friends — Howard Lindzon, JC Parets, Phil Pearlman and Riley Rosebee review the S&P 500’s Sideways Range, a Shift in Seasonality, Misallocating Venture Capital and the Crappy Crypto Sentiment.  Like and Subscribe if you enjoy the show. Chapters Welcome (0:00) Intro (0:58) Canadian Conversations (1:02) Strength in Google Search (6:17) The S&P 500’s Sideways Range (12:40) Asking for All-Time Highs (15:00) Shift in Seasonality (17:17) Focus on What Works (20:11) Misallocating Venture Capital (21:52) Mortgage Rate Recency Bias (22:25) Use Your Network (26:48) Crappy Crypto Sentiment (30:04) Moscot Luxury Shoutout (35:01) Phil’s Fitness Focus (37:49) Instacart S-1 (42:35) Links Billy Hart Quartet feat. Mark Turner & Ethan Iverson - Live in Italy 2022 Moscot Eyewear The Week in Charts (8/30/23) 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

Podcast covers various topics including the MemeStock Massacre, redefining luxury, Nvidia's earnings implications, and the battle to get lean. Speakers analyze charts, discuss bond yields and market rotation, emphasize sentiment analysis and playing the market. They also discuss the changing definition of luxury, mismanagement of companies like Peloton, and the importance of evaluating investment portfolios. Other topics include the significance of earnings reports, Stocktwits sentiment, personal health battles, and the importance of nutrition for overall well-being. The speakers also touch upon attending sporting events and discuss Seeking Office's performance, potential Peloton acquisition, and NVIDIA's conference call.