Trends with Friends

Bitcoin vs Bonds: The Great Debate


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Join an all-star panel featuring special guests Anthony Pompliano (Founder & CEO of Professional Capital Management) and Armando Gonzalez (Founder of Bigdata.com) as they dive deep into the evolving landscape of financial markets. From heated debates about Bitcoin versus bonds to practical applications of AI across industries, this episode explores the intersection of traditional finance and emerging technologies.


Recorded live on Tuesday, December 3rd

Brought to you by Bigdata.com


Charts: https://docs.google.com/presentation/d/1h_Qfv5HNJYwNM99g3pnLU-WWrTW-Xeq_ZTNuzMZupuU/edit?usp=sharing


Key Topics Covered:

• Bitcoin's spectacular November performance and its broader implications

• The great Bitcoin vs Bonds debate: Can Bitcoin surpass the bond market?

• How AI is transforming industries from oil extraction to financial analysis

• The rise of small-cap stocks and "trends with no friends"

• The role of attention and meme culture in modern investing

• How bigdata.com is revolutionizing financial data analysis

• The generational shift in wealth-building: from real estate to Bitcoin

• The practical applications of AI beyond chatbots and consumer applications


Skip Ahead:

(00:00) Intro and guest welcome

(01:38) Bitcoin's November performance

(11:30) BigData.com and AI discussion

(20:07) Prompting and understanding AI responses

(26:35) The great Bitcoin vs Bonds debate

(38:33) Monthly charts with JC

(40:34) Crypto over the years

(46:56) Network effects: how they're changing

(53:11) Book discussion with Pomp

(57:39) The energy sector and AI

(01:05:41) Trends with No Friends: $CRDO

(01:10:20) Closing thoughts


Where To Find Howard and Friends: 

• Howard - https://stocktwits.com/howardlindzon 

• JC - https://stocktwits.com/allstarcharts 

• Phil - https://stocktwits.com/ppearlman 

• Michael Parekh - https://stocktwits.com/MParekh 

• Anthony Pompliano - https://x.com/APompliano

• Armando Gonzalez - https://www.linkedin.com/in/armando-gonzalez-a28572b/

• Riley - https://stocktwits.com/coloradoriley 

• Production and Marketing - https://penname.co/


Trends with Friends is brought to you by Stocktwits: https://stocktwits.com/

 

Disclaimer: 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 decision. Read the full terms & conditions here: https://stocktwits.com/c/uncategorized/2024/02/21/stocktwits-newsletter-disclaimer/

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Trends with FriendsBy Howard Lindzon

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