Trends with Friends

By Howard LindzonBusiness Investing

Trends with Friends episodes

September 09, 2023 The Next Bull Market, Exxon Mobil’s Monster Base, Luxury Wealth Management and How to Trade This Environment
On Episode 29 of Trends with Friends — Howard Lindzon, JC Parets, Phil Pearlman, Ram Ahluwalia and Riley Rosebee review The Most Interesting Chart of the Week, US Sector Total Returns, Exxon Mobil’s Monster Base, Luxury Wealth Management and more.

Like and Subscribe if you enjoy the show.

Chapters
Intro (0:00)
What is WatchBox? (1:29)
Market Walkthrough (4:55)
The Most Interesting Chart of the Week (5:21)
US Sector Total Returns (6:50)
Exxon Mobil’s Monster Base (7:42)
The Next Bull Market (10:12)
The S&P 500 is a Mess (12:15)
How to Trade This Environment (14:09)
Welcome Ram Ahluwalia (17:31)
Luxury Wealth Management (18:35)
Old Growth Stocks Become Value Stocks (19:51)
Where is Crypto? (24:52)
Health & Wellness with Phil Pearlman (31:01)

Featured Links
WatchBox
Lumida Wealth
Ram Ahluwalia’s TikTok
Ram Ahluwalia’s LinkedIn
FutureProof
Email Phil Pearlman
Outlive: The Science and Art of Longevity by Dr. Peter Attia
Howard’s Blog
JC’s Blog
Pearl’s Prime Cuts
Riley’s Blog

Follow Us on Twitter
Howard Lindzon
JC Parets
Phil Pearlman
Ram Ahluwalia
Riley Rosebee
42 min
September 02, 2023 The S&P 500’s Sideways Range, A Shift in Seasonality, Misallocating Venture Capital and Crappy Crypto Sentiment
On Episode 28 of Trends with Friends — Howard Lindzon, JC Parets, Phil Pearlman and Riley Rosebee review the S&P 500’s Sideways Range, a Shift in Seasonality, Misallocating Venture Capital and the Crappy Crypto Sentiment.
Like and Subscribe if you enjoy the show.

Chapters
Welcome (0:00)
Intro (0:58)
Canadian Conversations (1:02)
Strength in Google Search (6:17)
The S&P 500’s Sideways Range (12:40)
Asking for All-Time Highs (15:00)
Shift in Seasonality (17:17)
Focus on What Works (20:11)
Misallocating Venture Capital (21:52)
Mortgage Rate Recency Bias (22:25)
Use Your Network (26:48)
Crappy Crypto Sentiment (30:04)
Moscot Luxury Shoutout (35:01)
Phil’s Fitness Focus (37:49)
Instacart S-1 (42:35)

Links
Billy Hart Quartet feat. Mark Turner & Ethan Iverson - Live in Italy 2022
Moscot Eyewear
The Week in Charts (8/30/23)
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
45 min
August 26, 2023 The MemeStock Massacre, Redefining Luxury, Nvidia’s Earnings Implications and The Battle to Get Lean
On Episode 27 of Trends with Friends — Howard Lindzon, JC Parets, Phil Pearlman and Riley Rosebee review the most important chart of the week, the markets sentiment shift, MemeStock Massacre, 10-Year and 2-Year Yields and more.

Like and Subscribe if you enjoy the show.

Chapters
Welcome (0:00)
The Most Important Chart of the Week (2:20)
Market Sentiment Shift (5:36)
The MemeStock Massacre (6:39)
The US 10-Year and 2-Year Yields (11:30)
Stocktwits Social Sentiment (16:02)
USD Risk on, Risk off (19:04)
Redefining Luxury (21:53)
Peloton Pummeled (33:14)
Nvidia’s Earnings Implications (38:49)
The Battle to Get Lean (45:19)
Wimbledon Futures Tickets (47:57)

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
55 min
August 19, 2023 Whipsaw Hunting, Colorado is Phenomenal, Bull Market in Bevs, Google + YouTube are Unstoppable
On Episode 26 of Trends with Friends — Howard Lindzon, JC Parets, Phil Pearlman and Riley Rosebee walk through Whipsaw Hunting Season, Colorado is Phenomenal, Bull Market in Beverages, Google + YouTube are Unstoppable and Mr. Beast Fascinates.
Like and Subscribe if you enjoy the show.

Chapters
Howard is Back (0:00)
Aspen Cycling Summit (4:39)
All Star Farts (8:44)
Market Talk, An Interesting Tape (9:57)
The Most Interesting Chart of the Week (10:06)
Billionaires and the Bond Bear Market (12:03)
Semiconductors Failed Breakout (14:48)
Seasonality Scenario (15:48)
Whipsaw Hunting Season (17:30)
Ratio Charts to Watch (21:36)
Repricing Private Markets (25:24)
Who Killed Canada Goose? (29:35)
Fashology Continues to Surprise (30:30)
Davey Barstool’s Great Degenerate Trade (31:21)
The Future of Financial Media (34:13)
Google + YouTube are Unstoppable (37:55)
Mr. Beast Fascinates (39:52)
The Longevity Trend (42:40)
Bull Market in Beverages, $MNST + $CELH (48:47)

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/
Weed Whacker® 2.0 | Nose Hair Trimmer for Men
Outlive: The Science and Art of Longevity
DSTNC – “Panic15”

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
53 min
August 12, 2023 Rising Rates? Bitcoin - Beta on Beta on Beta, The Importance of Flexibility — Trends with Friends EP. 25
On Episode 25 of Trends with Friends — JC Parets, Phil Pearlman and Riley Rosebee review The Most Interesting Chart of the World, Rising Rates, Energy is in Play, Bitcoin – Beta on Beta on Beta and The Importance of Flexibility.

Like and Subscribe if you enjoy the show.

Chapters
Welcome (0:00)
No Howie, How Was Maine? (0:07)
Let’s Talk Charts (2:20)
Will Rates Rise? (5:59)
The Most Interesting Chart of the World (6:56)
Bitcoin, Beta on Beta on Beta (7:49)
Energy Is In Play (12:27)
Sentiment Shift (13:57)
The Importance of Flexibility (14:52)
Low Carb Howie (20:06)
Big Bubba, 6’5” 455lbs Freshman (21:07)
Eat Unlimited Avocados (26:30)
Riley’s Asia Food Review (28:16)
Future Proof Preview (33:37)

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
35 min
August 05, 2023 Trouble at All Time Highs, S&P 500 Seasonality, The Dollar Squeeze, Probes Fold and the 3 Economies
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
40 min
July 29, 2023 Invest and Chill, Crack In A Can, Degeneracy, Luxury and Don’t Fight Papa Dow
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
49 min
July 08, 2023 The Most Interesting Chart of the Week, META Moves, The Disney Dip, Consolidation through Time and 3-Putt Parets — Trends with Friends EP. 20
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
31 min
July 01, 2023 The Most Interesting Chart in the World, 52-Week Highs, Consumer Discretionary, Coinbase and The Degenerate Economy — Trends with Friends EP. 19
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
48 min
June 24, 2023 The Best Start to a Year EVER, Institutionalization of Crypto, JCs Leveraged Bitcoin Bet, SlamBall and the Sun — Trends with Friends EP. 18
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
59 min

About Trends with Friends

From the publisher's feed

Trends with Friends is a weekly podcast and newsletter hosted by Howard Lindzon, JC Parets, and Phil Pearlman, discussing the hottest trends in the market and more. Oh, and they occasionally invite their friends to join the fun.