This week we’re joined by Tyler Denk (CEO of Beehiiv) and Ben Cahn (podcast host and trader), as we explore the evolving landscape of creator distribution, the renaissance of email newsletters, and the strategic role of AI in modern business. This episode dives deep into the future of digital publishing, platform independence, and the shifting dynamics of creator monetization.

Recorded live on Tuesday, December 17th

Charts: https://docs.google.com/presentation/d/12wMKaefpRjUIZUU4OvGFf7520Qyr8E_LmsHlB_RFijc/edit#slide=id.g27fac37c9b6_0_1

Key Topics Covered:

• The problems with platform dependency and the "death by thousand substacks" phenomenon

• How AI is reshaping business operations and productivity

• The evolution of email newsletters as a primary distribution channel

• Why owning your distribution matters more than ever

• The role of network effects in modern tech platforms

• How Beehiiv approaches creator monetization differently from Substack

• The future of website building and content creation tools

• Argentina's emerging market opportunity and market trends

• Tesla, Elon Musk, and the power of storytelling in markets

Skip Ahead:

(00:00) Guest introductions

(06:36) Death by a thousand substacks discussion

(15:35) The power of email distribution

(25:30) Platform dependency risks

(31:28) YouTube’s resurgence 

(37:24) AI corner: Broadcom, AMD, Nvidia, and more

(43:34) Beehiiv's AI approach and a look at other big AI players

(50:42) Tesla and Elon Musk discussion

(01:02:00) How Beehiiv approaches creator monetization differently from Substack

(01:08:06) Trends with NO friends: Argentina markets

(01:09:07) Market trends and 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 

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

• Tyler Denk - https://x.com/denk_tweets

• Ben Cahn - https://x.com/Buncahn

• 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/

Join us for an exclusive deep dive into Bolero Corporation's transformation into Lucky Strike Entertainment, featuring executives Lev Ekster and Bobby Lavan. Discover how this entertainment powerhouse is revolutionizing location-based entertainment through innovative technology, strategic acquisitions, and a vision that extends far beyond traditional bowling.

Recorded live on Tuesday, December 10th

Brought to you by Lucky Strike

Charts: https://docs.google.com/presentation/d/1HT2wLR-xkJ2b580SSUSUNz8qg7BU1woPVFEshnQMEw4/edit?usp=sharing

Key Topics Covered:

• The strategic rebrand from Bolero to Lucky Strike Entertainment

• Evolution from a single NYC bowling alley to 360 premium entertainment locations

• Integration of AI and technology in entertainment venues

• Revolutionary approach to revenue optimization and customer experience

• Expansion into water parks and family entertainment centers

• The Professional Bowlers Association (PBA) ownership and media rights

• Implementation of social media integration and gaming elements

• Strategic vision for location-based entertainment market expansion

Skip Ahead:

(00:00) Show introduction and welcome

(02:50) Introduction of Lucky Strike executives

(04:08) Company history and evolution

(07:58) Their design-forward approach 

(10:56) Competitive/pro bowling and the popularity of the sport

(14:27) Growth opportunities

(17:00) Revenue model discussion

(20:08) Gamification and AI integration

(23:12) PBA tour and brand involvement

(29:19) Charts with JC

(37:00) Lucky Strikle's future growth initiatives

(39:32) Market overview

(40:23) Google's new quantum computing chip

(47:32) The psychology of markets

(51:25) Trends with No Friends: PriceSmart

(52:40) Closing remarks

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 

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

• Lev Ekster - https://www.linkedin.com/in/lev-ekster/

• Bobby Lavan - https://www.linkedin.com/in/bobby-lavan-274505107/

• 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/

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/

Join Frank Rotman of QED Investors for a deep dive into market behavior and the state of venture capital. This episode explores the intersection of traditional investing and new market dynamics, featuring insights on AI hype, market trends, and the difference between speculation and investment.

Key Topics Covered:

• The current state of venture capital and investment trends

• How AI narratives are shaping investment decisions

• The distinction between speculation and fundamental investing

• Market breadth analysis and technical indicators

• Small-cap and mid-cap market performance

• The role of narrative in modern investing

• Consumer discretionary sector strength

• Infrastructure and "boring" investment opportunities

Recorded live on Tuesday, November 26th

Charts: https://docs.google.com/presentation/d/1UfNLXTfYLMwx1R_k49n04GHcqBIo3nESuPHNDEUQTsw/edit?usp=sharing

Skip Ahead:

(00:00) Guest welcome and tech issues

(03:36) Market psychology and preparation

(06:20) AI narratives and investment trends

(13:20) Nvidia earnings

(17:07) Semiconductors hitting new lows

(18:53) Microstrategy vs Bitcoin

(24:49) Financial nihilism discussion

(39:20) S&P500 Trend Environment

(48:18) Technology sector underperformance

(51:54) Trends with No Friends: MasTec

(53:45) 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 

• Frank Rotman - https://x.com/fintechjunkie

• 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/

Special guests Joe McCann and Ryan Rasmussen joined us this week to break down the meme coin phenomenon, Solana's rise, Bitcoin's potential as a national reserve, and the future of decentralized finance. We explore:

• The explosion of meme coins and why they're capturing retail attention

• How Solana is challenging Ethereum's dominance

• The potential for Bitcoin to become a strategic national reserve

• The role of blockchain transparency in trading strategies

• Why traditional finance is watching the crypto space closely

• The technological advantages of Solana over Ethereum

• The seasonality of crypto markets and what it means for investors

Recorded live on Tuesday, November 12th

Charts: https://docs.google.com/presentation/d/18AoVyBwYzO6CTMRcLXRJmSLR020SyesadrlE8ogaNso/edit?usp=sharing

Skip Ahead:

(00:00) Introduction and Guest Lineup

(02:06) Diving into Meme Coins

(05:42) Comparing Meme Coins and NFTs

(08:33) The Role of Culture and Speculation

(10:21) Decentralized AI and Tokens

(14:48) Transparency in Traditional Finance vs. Crypto

(20:30) A Lively Debate on Future of Finance and Meme Coins

(27:19) Explaining the Popularity of Meme Coins

(32:46) On-Chain Analytics and Smart Wallets

(36:10) Bitcoin as a Strategic Reserve

(40:59) Solana vs. Ethereum: The Battle for Dominance

(45:22) Technological Advantages of Solana

(51:51) Trends with No Friends: Flutter Entertainment

(53:52) Avoiding Seasonal Weight Gain

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 

• Joe McCann - https://x.com/joemccann

• Ryan Rasmussen - https://x.com/RasterlyRock

• 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/

This week Mike Dudas joins us to cover the resurging crypto market and we explore Axon's innovations in public safety with Josh Isner. We cover:

• The psychology behind Bitcoin's surge and its impact on altcoins

• Axon's journey from Taser to a $40 billion tech powerhouse

• The role of AI and VR in transforming police training

• Geopolitical tensions affecting the semiconductor industry

• Shopify's comeback and the evolving e-commerce landscape

Recorded live on Tuesday, November 12th

Charts: https://docs.google.com/presentation/d/1xjezdHNhb3jo6XpAwREJiu__ml65zfthpkdmQXs7eHE/edit#slide=id.g27fac37c9b6_0_1

Skip Ahead:

(00:00) Introduction and crypto market update

(01:50) Bitcoin hitting new all-time highs 

(09:16) Mike Dudas on crypto market dynamics

(17:37) Why we’re long meme coins 

(21:18) Altcoins waking up 

(23:33) Solana 

(26:29) 2025: What Mike is loving in Crypto

(30:41) The resilience of Bitcoin

(33:23) Josh Isner introduces Axon and its mission

(36:27) Axon’s $45.53B market cap

(38:13) International expansion and product development at Axon

(44:46) The worst part about being a public company

(46:09) Taser consumer products and market demographics

(58:21) Michael Parekh on Taiwan Semiconductor and geopolitical tensions

(01:03:20) JC's technical analysis of semiconductor stocks

(01:06:46) Shopify's resurgence and e-commerce trends

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 

• Mike Dudas - https://x.com/mdudas

• Josh Isner - https://x.com/JoshIsner

• 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/

On this election day special, we dive into the potential market impacts of the  U.S. election, explore the latest in crypto, and discuss the staggering $9 trillion investment in AI compute. Joined by Zach Pandl from Grayscale, we cover:

• How different election outcomes might affect Bitcoin and the broader crypto market

• The future of Ethereum and its role in the financial system

• Palantir's recent surge and the power of effective storytelling in the markets

• The potential $9 trillion investment in AI compute and its implications

• The changing landscape of crypto investing with the introduction of ETFs

• Market sentiment on election day and how to navigate potential volatility

• The importance of education and responsible investing in the crypto space

Recorded live on Tuesday, November 5th

Charts: https://docs.google.com/presentation/d/1iBA6QkOnd40bqKWeTmjoWvBE0MEbQ3eAjgav4dG0x94/edit#slide=id.g27fac37c9b6_0_1

Skip Ahead:

(00:00) Welcome to election day

(02:10) Stocktwits polls and market sentiments

(05:35) Crypto market reactions to election outcomes

(16:37) Ethereum's future 

(18:57) Israel's stock market and tech innovations

(21:29) Palantir's success and market storytelling

(30:34) Pre-election jitters, behavioral economics, and human flaws

(33:58) The role of futures and individual stocks

(38:40) Sentiment composite

(41:44) Bitcoin ETFs and a look at Microstrategy 

(48:52) AI and compute investments

(55:38) Phil's note to the 'losers' of the election 

(58:28) Trends with No Friends: Frontdoor

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 

• Zach Pandl - https://x.com/lowbeta_

• 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/

Join us as we dive deep into the world of crypto with Pranav Kanade from VanEck. We explore Bitcoin's recent breakout, the potential impact of crypto on the 2024 election, and the rising importance of stablecoins. Plus, we discuss the resurgence of Robinhood, the future of fintech, and much more. Topics include:

• The recent Bitcoin breakout and its implications

• How crypto could influence the 2024 US election

• The growing importance of stablecoins in the crypto ecosystem

• Robinhood's strategic moves in the crypto space

• The potential of AI and its impact on various industries

• Tech earnings and market trends

• The rise of Helium and its innovative network model

• Trends with No Friends: A look at Herc Holdings

Recorded live on Tuesday, October 29th

Charts: https://docs.google.com/presentation/d/1ietzehqGw-ozIHX3n6Z2hh7TlG-cbaDLHIYcb8K78a4/edit#slide=id.g27fac37c9b6_0_1

Skip Ahead:

(00:00) Introduction

(03:50) Analysis of big tech stocks and market trends

(07:13) The AI tech wave

(09:47) Nvidia and its market position

(13:12) Google's AI strategy and market position

(21:01) The potential of Perplexity

(29:32) Bitcoin's recent breakout and market dominance

(37:43) The rise of stablecoins and their potential

(40:29) Robinhood's strategic position in crypto

(50:58) Crypto's potential impact on the 2024 US election

(55:12) Helium's innovative network model and recent developments

(58:27) Trends with No Friends: Herc Holdings

(01:00:35) Analysis of Philip Morris International vs Altria Group

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 

• Pranav Kanade - https://x.com/vaneckpk

• 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/

Dive into the world of meme coins with Nicky Montana as we explore the explosive growth of this new asset class, its implications for traditional finance, and the cultural shift it represents. We cover:

• The rise of meme coins and their billion-dollar market caps

• How meme coins compare to traditional investments and "pink sheet" stocks

• The role of community and culture in driving meme coin valuations

• The potential for meme coins to disrupt traditional finance and VC models

• The risks and rewards of investing in highly volatile assets

• How on-chain analysis is changing the game for investors

• The potential impact of AI on the future of meme coins and content creation

• The financialization of attention and its implications for the future of investing

Recorded live on Tuesday, October 15th

Charts: https://docs.google.com/presentation/d/1e5TBk_6NS3HBth4Rxxc4oDJreKBIApMIMxCpGbWDBVU/edit?usp=sharing

Skip Ahead:

(00:00) Introduction and guest background

(09:28) Past winners from Trends with Friends

(17:00) The meme coin gold rush

(22:47) Popcat and the billion-dollar meme coin phenomenon

(27:09) Better than sports betting

(30:11) What to look for when investing in meme coins

(33:34) The risks and downsides of meme coin speculation

(38:39) The potential for meme coins to disrupt traditional finance

(49:56) AI's role

(51:05) Nicky's upcoming appearance at Stocktoberfest

(51:54) JC's analysis of cryptocurrency market trends

(57:10) Trends with No Friends: $LOAR

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 

• Nicky Montana - https://x.com/nickymontanaa

• 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/

In this episode, we dive deep into India's booming stock market and digital economy with Yash from Stocktwits India. We explore the factors driving India's market surge, the impact of AI and semiconductors on global tech, and the shifting dynamics between India, China, and the US in the tech space.

Key topics covered:

• India's stock market boom and the factors driving it

• The rise of retail investors in India

• India's digital revolution and the impact of companies like Jio

• The competition between India and China in the tech space

• Semiconductor industry trends and their global impact

• The potential of AI and synthetic content

• Recent market trends in the US, including the performance of tech giants

• Climate change and its potential market impacts

Recorded live on Tuesday, October 8th

Charts: https://docs.google.com/presentation/d/1hx57-ZSg2To8hhflFcdaLDLYgbaesyNlR4K-t2RFkPQ/edit#slide=id.g3096fa4265e_1_0

Skip Ahead:

(00:00) Introduction and banter

(01:58) Introducing Yash from Stocktwits India

(05:18) Overview of India's stock market boom

(13:50) The emerging internet market 

(16:14) The impact of banning TikTok in India

(19:02) Life and trading in Mumbai

(21:15) Stocktwits India

(24:04) Discussion on Swiggy IPO and India's IPO trends

(30:30) Analysis of semiconductor industry trends

(39:39) Google's NotebookLM and AI developments

(43:54) Synthetic content

(45:38) Low volatility vs S&P500

(56:20) Nvidia vs S&P500

(57:27) WhatsApp's dominance in India

(01:02:10) Climate change and its market impacts

(01:05:44) Trends with No Friends: Tractor Supply

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 

• 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/