Trends with Friends

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

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

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

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

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 

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

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

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.

On Episode 14 of Trends with Friends — Howard Lindzon, JC Parets, Phil Pearlman and Riley Rosebee review The Borked Economy, Bitcoin, Tech, Productivity via AI and Do We Care About The Debt Ceiling?  Chapters Intro (0:00) Chart Art (1:13) Technology + Bitcoin (1:31) Crypto Friday’s (1:40) Equally-Weighted Technology (2:35) S&P 500 vs S&P 500 Equally-Weighted (4:40) The Market is Borked (6:38) Productivity Advancement via AI (10:21) Incumbents Have an Edge (11:25) Phil’s Quick Tip (14:49) Degenerate Check-In (16:00) Eye’s on Healthcare (18:06) Do We Care About The Debt Ceiling? (19:17) Phil’s Final Debt  Take (21:31) 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

On Episode 13 of Trends with Friends — HODLing in MIA, AI Deserves the Attention, Working Trends, The Schwab of the Degenerates and more. Chapters Intro (0:00) HODLing in MIA (0:29) AI Entered the Chat, Nobody Cares about Crypto (1:01) How Good is Midjourney? Howard Downloads Discord (2:14) Does Anyone Use MetaMask? (2:51) Builders Need to Build (3:54) Midjourney is Interesting (4:33) JC is in the House (5:48) Chart Art — Small Caps (8:08) Consolidating Industrials? (9:35) Financials Hold 30 (10:58) Howard’s State of the Market (11:24) It’s More Than A “5 Stock Market” (13:16) The Bull Market Is Almost 1 (17:00) If The Economist Thinks “Peak China..?” (19:05) Phil Day Trades (20:00) “I’m Degenerate” (21:00) Persistent Negativity (21:17) AI Deserves Attention (22:11) Bitcoin + Tech (23:33) LVMH All-Time Highs, NBAs French First Pick? (26:32) What’s Happening In Miami (28:36) Dorsia Dining (28:59) DraftKings, Schwab of the Degenerates (30:18) Working Trends (32:34) Catering to the Mass is a Sh!t Business (34:20) 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