Trends with Friends

On Episode 17 of Trends with Friends — Howard Lindzon, Phil Pearlman, Riley Rosebee and Steve Strazza talk Today’s 8-to-80, Shopify’s Relative Strength, Shoutout Fred Wilson, Beef vs Pork and more.

Chapters

Intro (0:00)

Where’s JC? (0:25)

Markets Reaction to the Fed (1:27)

Look at Long Duration Assets (2:52)

iPhone 14 is Insane (4:32)

One Ticker Missing… (5:37)

Shopify Relative Strength (6:04)

Today’s 8-80 (8:33)

Oracle and Intuitive Surgical (9:55)

More Applications for AI than Crypto in 6 Months (11:52)

Fred Wilson’s Latest (12:42)

Enterprise AI (13:34)

Big Banks are Worse than the DMV (15:16)

Index Opportunities (17:55)

Deselecting is Selecting (18:50)

New Secular Bull via AI (23:36)

Beef vs Pork (29:53)

Links

Improved Indexing via Thematic — ​​https://www.gothematic.com/ 

Fred Wilson’s Latest — https://avc.com/2023/06/coming-back-up-for-air/ 

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 

Steve Strazza — https://twitter.com/sstrazza 

Phil Pearlman — https://twitter.com/ppearlman 

Riley Rosebee — https://twitter.com/be_rosebee

On Episode 16 of Trends with Friends — Howard Lindzon, Phil Pearlman, Riley Rosebee and Steve Strazza talk SEC, Tokens, Apple, Semiconductors, The Tribeca Film Festival and more. 

Chapters

Intro (0:00)

Start with the SEC (1:00)

What about Bitcoin (5:20)

Are Tokens Interesting? (6:00)

No One Cares About Crypto rn (7:36)

Apple Inc Update (13:58)

Let’s Talk Semis (22:25)

Bull Trap? (24:00)

S/O JC Parets + Jeff Hirsch (27:40)

Lindzon Live at Tribeca Film Festival (28:00)

Headlines Continue To Suck (32:07)

The Degenerate Economy (33:20)

This Market is Top Heavy (39:50)

End on Golf (42:22)

Links

Read Matt Levine, When Is a Token Not a Security?

Howard’s Blog

JC’s Blog

Pearl’s Prime Cuts

Riley’s Blog

Follow Us on Twitter

Howard Lindzon

Steve Strazza

Phil Pearlman

Riley Rosebee

On Episode 15 of Trends with Friends — Howard Lindzon, JC Parets and Phil Pearlman talk the Greatest Chart of the Year, Follow the Puck, Price is Truth, Apple’s Advance to $5T and more.

Chapters

Intro (0:00)

Greatest Chart of the Year (2:35)

Follow The Puck (4:24)

Race To All-Time Highs, Dow vs Nasdaq (8:42)

Equally-Weighted Commodities Index (12:45)

Giant Tech Companies Can Pivot (15:45)

Markets are Borked, but Working (20:50)

No One Knows Anything, Price is Truth (27:27)

Apple’s Advance to $5T (28:40)

Take a Walk with Loved Ones (34:00)

Howard *Low Key* Is A Healthy Guy (34:45)

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

On Episode 14 of Trends with Friends — Howard Lindzon, JC Parets, Phil Pearlman and Riley Rosebee review The Borked Economy, Bitcoin, Tech, Productivity via AI and Do We Care About The Debt Ceiling? 

Chapters

Intro (0:00)

Chart Art (1:13)

Technology + Bitcoin (1:31)

Crypto Friday’s (1:40)

Equally-Weighted Technology (2:35)

S&P 500 vs S&P 500 Equally-Weighted (4:40)

The Market is Borked (6:38)

Productivity Advancement via AI (10:21)

Incumbents Have an Edge (11:25)

Phil’s Quick Tip (14:49)

Degenerate Check-In (16:00)

Eye’s on Healthcare (18:06)

Do We Care About The Debt Ceiling? (19:17)

Phil’s Final Debt  Take (21:31)

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

On Episode 13 of Trends with Friends — HODLing in MIA, AI Deserves the Attention, Working Trends, The Schwab of the Degenerates and more.

Chapters

Intro (0:00)

HODLing in MIA (0:29)

AI Entered the Chat, Nobody Cares about Crypto (1:01)

How Good is Midjourney? Howard Downloads Discord (2:14)

Does Anyone Use MetaMask? (2:51)

Builders Need to Build (3:54)

Midjourney is Interesting (4:33)

JC is in the House (5:48)

Chart Art — Small Caps (8:08)

Consolidating Industrials? (9:35)

Financials Hold 30 (10:58)

Howard’s State of the Market (11:24)

It’s More Than A “5 Stock Market” (13:16)

The Bull Market Is Almost 1 (17:00)

If The Economist Thinks “Peak China..?” (19:05)

Phil Day Trades (20:00)

“I’m Degenerate” (21:00)

Persistent Negativity (21:17)

AI Deserves Attention (22:11)

Bitcoin + Tech (23:33)

LVMH All-Time Highs, NBAs French First Pick? (26:32)

What’s Happening In Miami (28:36)

Dorsia Dining (28:59)

DraftKings, Schwab of the Degenerates (30:18)

Working Trends (32:34)

Catering to the Mass is a Sh!t Business (34:20)

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

On Episode 12 of Trends with Friends — Howard Lindzon, JC Parets, Phil Pearlman and Riley Rosebee review Developed and Emerging Markets 52-Week Highs, Pessimistic Speculators, Strength in Tech, San Diego v Scottsdale, National Golf Day and more. 

Chapters

Intro (0:00)

Where’s Howard? (0:08)

Steaks in Scottsdale (0:20)

Chart Art (2:16)

52-Week Highs, Emerging Markets (2:30) 

Developed Markets Drawdown (2:55)

Small-Caps Return to the Scene of the Crime (4:30)

Strength Within Small-Caps (8:10)

$OSIS Base (9:20)

Pessimistic Speculators (10:17)

Short Sellers Are Guaranteed Buyers (11:22)

National Golf Day (15:10)

Howard is Here! (17:33)

Chart Art, TLDR (18:44)

Howard’s Quick Take (19:40) 

Strength in Select Tech (21:33)

Kids Like AI (22:55) 

Microsoft, AI, Crypto? (25:35)

Market Leadership (26:58)

Price Discovery (29:05) 

Follow Smart People (30:22)

Casino Check-Up (32:07)

$PENN Plummets (32:50)

San Diego v Scottsdale (37:23)

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

On Episode 11 of Trends with Friends — Howard Lindzon, JC Parets, Phil Pearlman and Riley Rosebee review the Great American Trend, the Gold Rush, 1-Year Highs, Apple vs. LVMH, Phil’s Fed Day Play and more.

Chapters

Intro (0:00)

Welcome Back (0:11)

Chicks Dig Scars (1:21)

Tech Investors’ Technical Difficulties (2:35)

Chart Art (3:40)

1-Year Highs, Nasdaq + S&P 500 (4:20)

Equally-Weighted Sector Performance (4:36)

Financials (6:11)

Phil’s Evergreen Fed Day Play (9:15)

The Gold Rush (10:40)

Gold Around the World (10:58)

The Longest Days of the Year (12:40)

Morning Sun (14:17)

The Surge In Sugar (17:20)

America’s Apple (19:33)

Microsoft Moves on AI (20:40)

Apple’s AI Play (21:42)

France (22:50)

Avoid — Shoulda, Coulda, Woulda (25:00)

America is Underperforming (27:10)

Apple vs. LVMH (30:00)

Banks Consolidate (31:00)

How to Invest in AI (32:40)

The State of VC (32:49)

Homebuilders At Highs (38:42)

The People of Walmart (42:00)

One More Chart (43:26)

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

On this episode of Trends with Friends — Howard Lindzon, JC Parets, Phil Pearlman and Riley Rosebee review the State of the Markets, The Masters, Howie’s Breakout Trick, AIR and more!

Chapters

Intro (0:00)

Howard Hates the Show (1:05)

Welcome Back (1:55)

JC’s Country Club (2:13)

JC + Phil Missed a Great Event (3:35)

Who’s Chamath? (4:40)

The Chubby Vegan (5:10)

The State of the Market (6:40)

Howard Lindzon is Right (8:40)

Chart Art — Financials + Small Caps (8:58)

Laggards Catch the Leaders (11:14)

The Rolling Recession (12:55)

Risk Reduction (13:45)

Going for Gold (14:30)

Gold’s Record High (15:38)

Gold + Silver Shine Bright (17:03)

Health Care Catch Up (18:26)

Merck (19:15)

CBOE (20:05)

Howie’s Breakout Trick (21:33)

IBKR (21:46)

It’s Been a Bull Market (22:55)

Masters Week — The Par 3 Contest (23:22)

Shoutout OOFOS (27:05)

Americans Will Copy Louis Vuitton (28:32)

DSTNC Preview (28:59)

Phil’s Summer Reading Recommendations (31:35)

“AIR” Review (37:20)

Masters Picks (42:16)

Links Mentioned

The Masters

Stocktwits

DSTNC

AIR | Official Trailer

OOFOS

Just Keep Buying

The Richest Man In Babylon

Shoe Dog: A Memoir by the Creator of NIKE

How I Made $2,000,000 in the Stock Market

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

On this episode of Trends with Friends — Howard Lindzon, JC Parets, Phil Pearlman and Riley Rosebee review the confluence of degeneracy and machines, AI Applications, Great Technology is First a Toy, the State of the Market and more!

Please leave us a like or comment if you enjoy the show.

Chapters

Welcome (0:00)

Intro (0:05)

JC’s Basketball and Wine Night (1:22)

Not Medical Advice (1:49)

Chart Art (2:21)

US Dollar x Short S&P 500 (2:57)

Shoutout to Howard Lindzon (4:53)

The Bull Steepener (6:28)

No Flight to Safety (8:00)

The World Didn’t End (9:59)

Every Cycle is Different (11:15)

Phil’s Spike Take (13:11)

Novo Nordisk (13:34)

Weight Watchers is Down Bad (15:48)

McDonalds $200B Market Cap (17:25)

The Degenerate Economy (18:09)

Cal-Maine Foods Flies Near ATHs (20:25)

Around the Horn on AI (21:15)

AI is Cheap (22:22)

The Confluence of Degeneracy and Machines (24:25)

JC’s AI Applications (26:40)

Great Technology is First a Toy (28:42)

Nasdaq 7-Month Highs (30:48)

Semiconductors are Strong (31:28)

Entrepreneurship + AI (35:11)

Foster Your Closest Relationships (35:58)

More Links

Wallstrip’s Mad Advice — https://youtu.be/d3OgvQ0cxjE?t=104 

The Next Big Thing Will Look Like A Toy — https://cdixon.org/2010/01/03/the-next-big-thing-will-start-out-looking-like-a-toy

Howard’s Blog — https://www.howardlindzon.com/  

JC's Blog — https://allstarcharts.com/blog/  

Pearl’s Blog — https://primecuts.substack.com/  

Riley’s Blog — https://rosebee.beehiiv.com/  

Follow Us on Twitter

https://twitter.com/howardlindzon 

https://twitter.com/ppearlman 

https://twitter.com/allstarcharts

https://twitter.com/be_rosebee

On this episode of Trends with Friends — Howard Lindzon, JC Parets, Phil Pearlman and Riley Rosebee review the State of the Market, The 4 Bs, Contagion Creep, Filter Failure and more.

Chapters

(0:00) Welcome Back

(0:23) Intro

(0:43) Riley’s Vacation

(1:30) The Thing About Golf

(3:20) Celebrity Advertising Sports Betting vs Crypto

(4:20) Parlays Are A God Given Right

(8:25) Sports Betting Behemoths

(10:50) The Four Bs — Banks, Bitcoin, Bonds, Bullion

(12:27) Shoutout to Matt Levine

(14:11) All Eyes on Financials

(16:50) Office REITs Are Dead

(17:20) Creeping Towards Contagion 

(17:50) Anger vs Fear

(19:44) The Liquidity Crisis

(21:07) Can JPMorgan Catch Down?

(21:37) Small-Caps and Micro-Caps, Risk Off

(22:48) It’s A Great Time To Build 

(23:33) The Headlines Will Suck

(24:11) Domain Experience

(25:04) It’s Easy To Get Sidetracked

(27:10) Filters Matter More Than Ever

(30:08) When In Doubt, Zoom Out

(32:24) Everybody’s Fighting

(36:19) Phil’s Spring Prescription, Take A Morning Walk

More Links

Read Matt Lavine’s Latest — https://www.bloomberg.com/opinion/authors/ARbTQlRLRjE/matthew-s-levine 

Howard’s Blog — https://www.howardlindzon.com/  

JC's Blog — https://allstarcharts.com/blog/  

Pearl’s Blog — https://primecuts.substack.com/  

Riley’s Blog — https://rosebee.beehiiv.com/  

Follow Us on Twitter

https://twitter.com/howardlindzon 

https://twitter.com/ppearlman 

https://twitter.com/allstarcharts 

https://twitter.com/be_rosebee