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Trends with Friends

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Mar 10, 2023 • 59min

Ted Merz, Yield Curves, AI, Financial Info, Routines, and Social Standards — Trends w/ Friends EP. 6

On this episode of Trends with Friends — Ted Merz joins Howard Lindzon, JC Parets, Phil Pearlman and Riley Rosebee to review the State of the Market, the future of AI and Financial Information, Yield Curves, European Financials, Routines, Social Standards and more.  Chapters: (00:00) Welcome Back (00:38) Chart Art (02:18) Does Anyone Care About The Fed? (02:40) NASDAQ, New Highs - New Lows (06:39) The Machines Win (07:53) European vs. US Financials (09:07) Welcome, Ted Merz (09:50) Why LinkedIn? (11:07) Bloomberg’s AI Battlezone (13:10) Howard’s Chat GPT Obituary (14:24) AI To Summarize + Analyze Financial Information (15:25) Leveling the Financial Playing Field  (16:01) Adding Noise (18:47) The Future of Twitter and Bloomberg (21:07) Twitter is an Unstructured Warehouse (24:20) Will Twitter Honor Bloomberg’s Contract? (25:30) Posting Native Content (28:09) Follow Great People to Find Value (29:07) New Social Standards (30:31) Social Standards, What’s Old is New (31:11) Hashtags Are Ugly (32:23) Elon is a Dick (35:04) Twitter Never Had Balls (37:45) Be Nice (43:06) Elon’s Fake Apology (43:45) Do We Need to Talk About the Yield Curve? (46:23) Tuning our Intuition (48:27) Peak Performers Rely on Routines (49:33) Airpods’ Effect on our Senses (51:55) Remember The Notorious B.I.G. (53:43) Final Trades (53:53) Buffett Supports $OXY (55:50) 1-Year CDs Yielding 5% About Ted Merz Ted Merz spent more than 30 years at Bloomberg. In September, he launched Principals Media, a ghostwriting and content firm to help modern business leaders. In 2012, Ted integrated Twitter into the Bloomberg Terminal. He is also passionate about the shift in behavior on Social.  Ted's Website Twitter LinkedIn Ted’s Latest Post More Links Treasury Direct I Bonds Howard’s Blog JC's Blog Pearl’s Blog Riley’s Blog Follow Us on Twitter Howard Lindzon JC Parets Phil Pearlman Riley Rosebee
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Mar 3, 2023 • 1h 11min

Trends with Friends Ep. 5 — Monthly Charts, Venture's 9-Year Low and the Risk of Sugar Substitutes

Welcome to Trends with Friends Episode 5! This week, Howard Lindzon, JC Parets, Dr. Phil Pearlman, and Riley Rosebee discuss Monthly Charts, Retesting Former Highs, Venture’s 9-Year Low, Artificial Sweetener Risk, and more. Chapters: (00:00) Intros (0:01:14) Why Monthly Charts Matter (0:01:57) Assets Retest Former Highs (0:03:01) We Don’t Have Bull Markets in America with Financials Crashing (0:06:16) Bitcoin + Ethereum Retest Former Highs (0:07:30) Scams Never Die (0:08:50) We Need a US Backed Stable Coin (0:10:57) Gold Retests Former Highs  (0:14:55) JC’s Mexican Gold Mine (0:18:11) Crude’s Former Resistance Turns to Support  (0:19:44) There May Not Be A Recession  (0:20:55) Highest Volume Ever in Natural Gas  (0:22:20) How To Trade Natural Gas    (0:22:42) London + $LIN  (0:23:42) March Higher After February’s Hangover?  (0:26:25) Bonds’ Record Streak  (0:28:38) Good Investors Raised As Much As They Could  (0:31:15) The Damage in Private Markets  (0:34:07) Everyone Becomes an Expert  (0:36:02) Is the Founder the Customer?   (0:38:06) VC Is Not That Glamourous  (0:39:30) Advice to Aspiring VCs  (0:40:35) Venture Capital Is A Lifestyle (0:40:51) Today’s Entrepreneurial Environment  (0:44:02) 99% of Businesses Don’t Need Start-Up Funding (0:46:44) The Golden Era of Raising Capital  (0:52:25) The Risk of Sugar Substitutes  (0:56:50) Why Simulate Beef?  (1:01:26) Final Trades  (1:01:47) $AXON All-Time Highs (1:02:03) New Highs Are Not a Characteristic of a Downtrend  (1:03:30) $ON Semis (1:05:09) Solar Stocks on the Rise?  (1:06:57) Phil + Howie in Italy  (1:07:35) Phil’s Right Foot Rule  (1:09:10) Not Eating until Noon Links: Howard’s Blog — https://www.howardlindzon.com/ JC’s All Star Charts — https://allstarcharts.com/blog/ Pearl’s Prime Cuts — https://primecuts.substack.com/ Twitter: https://twitter.com/howardlindzon https://twitter.com/ppearlman https://twitter.com/allstarcharts https://twitter.com/be_rosebee Bond AGG Chart — https://twitter.com/Todd_Sohn/status/1630683031080955907 Guests: Howard Lindzon, JC Parets, Dr. Phil Pearlman, Riley Rosebee Producers: JeanCarlo Méndez, Riley Rosebee
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Feb 24, 2023 • 55min

Interest Rates, Industrials, FOMO + Fine Wine, Trends with Friends Ep. 4

On this episode of Trends with Friends, Howard Lindzon, JC Parets, Phil Pearlman, and Riley Rosebee review this week’s Chart Art, The Cure for FOMO, the Zero Percentage Interest Rate Phenomena, Wine Equitique, Goldbelly gifts, and more. Chapters Intros (0:15) Chart Art, 10-Year Treasury (5:44) Chart Art, Housing Starts (11:23) Chart Art, Investor Home Purchases (13:40) The February Hangover (14:40) Chart Art, Equal-Weight Industrials vs S&P500 (15:35) Chart Art, STOXX 600 (16:55) Chart Art, London FTSE 100 (17:31) Chart Art, France CAC 40 (17:45) Chart Art, Value Line Geometric Index (18:28) The Cure for FOMO (22:30) Your Only True Benchmark (25:20) JC’s Worst FOMO Trade (31:27) The Joy of Missing Out (33:30) Zero Percent Interest Rate Phenomena (35:24) Utilizing Web2 Tools (44:30) Final Trade, Homebuilders (43:56) Final Trade, Airbnb + Uber (47:55) Goldbelly > Uber Eats (49:10) Wine Etiquette (53:11) JC’s Goldbelly List Joe’s KC BBQ Anchor Bar, Buffalo’s Original Wings Snow’s BBQ - Lexington, Texas Brisket Grand Traverse Pie Company More Links Howard’s Blog All Star Charts Blog The Cure for FOMO - by Philip Pearlman Tinmants' Tweet Tyler Tringas’ Tweet Thread Follow Us on Twitter Howard Lindzon (@howardlindzon) / Twitter Pearl (@ppearlman) / Twitter J.C. Parets (@allstarcharts) / Twitter Riley Rosebee (a) (@be_rosebee) / Twitter #investing #health #wealth #trends #friends #markets #golf
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Feb 17, 2023 • 54min

Organic Growth is Great, Trends with Friends Ep. 3

On today’s episode we review the State of the Market, Shorts Squeezed, Web2 Earnings, Organic Growth, Men’s Health, Final Trades, and more. —————————————————————————————————— Chapters: High Growth Squeezed Shorts (6:08) Lemonade, Freshly Squeezed (9:00) Reference Point Bias (11:13) Underweight Equities, Overweight Bonds (12:53) AI Hype (15:15) Free Time via AI (19:55) Social Media Serves a Purpose (20:40) The Irony of Technology (24:59) Web2 Giants Report Earnings (27:25) Testosterone (34:40) Buddha Did Not Need an App (41:10) Ideas of the Week (42:45) —————————————————————————————————— Links: Featured Photo 1 — JC’s Freshly Squeezed stocks Featured Photo 2 — Overweight Bonds // Underweight Equities Men’s Health Article — The Testosterone Revolution Is Coming to Your Doorstep —————————————————————————————————— If you enjoy the show, share it with your friends and feel free to leave us a review. Join my personal email list and get my daily take on life, markets and investing for profit and joy. https://www.howardlindzon.com/subscribe
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Feb 10, 2023 • 1h 3min

Trends with Friends, Episode 2

Trends with Friends is back for Round 2! This week, we review the State of the Market, seasonality, habits of great investors, teaching your kids the language of markets, sports week in Phoenix, life-span vs. health-span, and more. If you enjoy the show, please leave a review.
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Feb 7, 2023 • 1h 19min

Trends with Friends, Episode 1

Today, I’m accompanied by friends, JC Parets, Phil Pearlman, and Riley Rosebee. We discuss the State of the Market, the January effect, Phil’s health-conscious eating habits, golf, and more.   We plan to record these episodes weekly. We do not have a name for the show, please share suggestions in the comments below. =======  Join my personal email list and get my daily take on life, markets and investing for profit and joy. https://www.howardlindzon.com/subscribe

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