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. 

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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