Trends with Friends

By Howard LindzonBusiness Investing

Trends with Friends episodes

March 20, 2023 Market Madness, Bitcoin's Relative Strength and Phil's Flying Saucer — Trends w/Friends EP. 7
On this episode of Trends with Friends — JC Parets, Phil Pearlman and Steven Strazza review the State of the Market, Bitcoin’s Relative Strength, Phil’s Fried Egg Flying Saucer and more.

Chapters
(0:00) Welcome
(0:17) Intros
(1:15) Bank Execs Step Up
(3:04) Credit Suisse Crushed
(4:40) How Phil Views Today’s Market
(7:27) The S&P 500 is a Hot Mess
(15:30) Relative Strength in BTC
(16:26) BTC vs Crypto
(18:18) Notable NFTs New 8-Month Highs
(19:23) Phil’s Fried Egg Flying Saucer
(24:20) Shout Out, Nick Maggiulli — Just Keep Buying

More Links
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
https://twitter.com/sstrazza
28 min
March 10, 2023 Ted Merz, Yield Curves, AI, Financial Info, Routines, and Social Standards — Trends w/ Friends EP. 6
On this episode of Trends with Friends — Ted Merz joins Howard Lindzon, JC Parets, Phil Pearlman and Riley Rosebee to review the State of the Market, the future of AI and Financial Information, Yield Curves, European Financials, Routines, Social Standards and more.

Chapters:
(00:00) Welcome Back
(00:38) Chart Art
(02:18) Does Anyone Care About The Fed?
(02:40) NASDAQ, New Highs - New Lows
(06:39) The Machines Win
(07:53) European vs. US Financials
(09:07) Welcome, Ted Merz
(09:50) Why LinkedIn?
(11:07) Bloomberg’s AI Battlezone
(13:10) Howard’s Chat GPT Obituary
(14:24) AI To Summarize + Analyze Financial Information
(15:25) Leveling the Financial Playing Field
(16:01) Adding Noise
(18:47) The Future of Twitter and Bloomberg
(21:07) Twitter is an Unstructured Warehouse
(24:20) Will Twitter Honor Bloomberg’s Contract?
(25:30) Posting Native Content
(28:09) Follow Great People to Find Value
(29:07) New Social Standards
(30:31) Social Standards, What’s Old is New
(31:11) Hashtags Are Ugly
(32:23) Elon is a Dick
(35:04) Twitter Never Had Balls
(37:45) Be Nice
(43:06) Elon’s Fake Apology
(43:45) Do We Need to Talk About the Yield Curve?
(46:23) Tuning our Intuition
(48:27) Peak Performers Rely on Routines
(49:33) Airpods’ Effect on our Senses
(51:55) Remember The Notorious B.I.G.
(53:43) Final Trades
(53:53) Buffett Supports $OXY
(55:50) 1-Year CDs Yielding 5%

About Ted Merz
Ted Merz spent more than 30 years at Bloomberg. In September, he launched Principals Media, a ghostwriting and content firm to help modern business leaders. In 2012, Ted integrated Twitter into the Bloomberg Terminal. He is also passionate about the shift in behavior on Social.

Ted's Website
Twitter
LinkedIn
Ted’s Latest Post

More Links
Treasury Direct I Bonds
Howard’s Blog
JC's Blog
Pearl’s Blog
Riley’s Blog

Follow Us on Twitter
Howard Lindzon
JC Parets
Phil Pearlman
Riley Rosebee
1 hr
March 03, 2023 Trends with Friends Ep. 5 — Monthly Charts, Venture's 9-Year Low and the Risk of Sugar Substitutes
Welcome to Trends with Friends Episode 5! This week, Howard Lindzon, JC Parets, Dr. Phil Pearlman, and Riley Rosebee discuss Monthly Charts, Retesting Former Highs, Venture’s 9-Year Low, Artificial Sweetener Risk, and more.
Chapters:
(00:00) Intros
(0:01:14) Why Monthly Charts Matter
(0:01:57) Assets Retest Former Highs
(0:03:01) We Don’t Have Bull Markets in America with Financials Crashing
(0:06:16) Bitcoin + Ethereum Retest Former Highs
(0:07:30) Scams Never Die
(0:08:50) We Need a US Backed Stable Coin
(0:10:57) Gold Retests Former Highs
(0:14:55) JC’s Mexican Gold Mine
(0:18:11) Crude’s Former Resistance Turns to Support
(0:19:44) There May Not Be A Recession
(0:20:55) Highest Volume Ever in Natural Gas
(0:22:20) How To Trade Natural Gas
(0:22:42) London + $LIN
(0:23:42) March Higher After February’s Hangover?
(0:26:25) Bonds’ Record Streak
(0:28:38) Good Investors Raised As Much As They Could
(0:31:15) The Damage in Private Markets
(0:34:07) Everyone Becomes an Expert
(0:36:02) Is the Founder the Customer?
(0:38:06) VC Is Not That Glamourous
(0:39:30) Advice to Aspiring VCs
(0:40:35) Venture Capital Is A Lifestyle
(0:40:51) Today’s Entrepreneurial Environment
(0:44:02) 99% of Businesses Don’t Need Start-Up Funding
(0:46:44) The Golden Era of Raising Capital
(0:52:25) The Risk of Sugar Substitutes
(0:56:50) Why Simulate Beef?
(1:01:26) Final Trades
(1:01:47) $AXON All-Time Highs
(1:02:03) New Highs Are Not a Characteristic of a Downtrend
(1:03:30) $ON Semis
(1:05:09) Solar Stocks on the Rise?
(1:06:57) Phil + Howie in Italy
(1:07:35) Phil’s Right Foot Rule
(1:09:10) Not Eating until Noon
Links:
Howard’s Blog — https://www.howardlindzon.com/
JC’s All Star Charts — https://allstarcharts.com/blog/
Pearl’s Prime Cuts — https://primecuts.substack.com/
Twitter:
https://twitter.com/howardlindzon
https://twitter.com/ppearlman
https://twitter.com/allstarcharts
https://twitter.com/be_rosebee
Bond AGG Chart — https://twitter.com/Todd_Sohn/status/1630683031080955907
Guests: Howard Lindzon, JC Parets, Dr. Phil Pearlman, Riley Rosebee
Producers: JeanCarlo Méndez, Riley Rosebee
1 hr 11 min
February 24, 2023 Interest Rates, Industrials, FOMO + Fine Wine, Trends with Friends Ep. 4
On this episode of Trends with Friends, Howard Lindzon, JC Parets, Phil Pearlman, and Riley Rosebee review this week’s Chart Art, The Cure for FOMO, the Zero Percentage Interest Rate Phenomena, Wine Equitique, Goldbelly gifts, and more.
Chapters
Intros (0:15)
Chart Art, 10-Year Treasury (5:44)
Chart Art, Housing Starts (11:23)
Chart Art, Investor Home Purchases (13:40)
The February Hangover (14:40)
Chart Art, Equal-Weight Industrials vs S&P500 (15:35)
Chart Art, STOXX 600 (16:55)
Chart Art, London FTSE 100 (17:31)
Chart Art, France CAC 40 (17:45)
Chart Art, Value Line Geometric Index (18:28)
The Cure for FOMO (22:30)
Your Only True Benchmark (25:20)
JC’s Worst FOMO Trade (31:27)
The Joy of Missing Out (33:30)
Zero Percent Interest Rate Phenomena (35:24)
Utilizing Web2 Tools (44:30)
Final Trade, Homebuilders (43:56)
Final Trade, Airbnb + Uber (47:55)
Goldbelly > Uber Eats (49:10)
Wine Etiquette (53:11)
JC’s Goldbelly List
Joe’s KC BBQ
Anchor Bar, Buffalo’s Original Wings
Snow’s BBQ - Lexington, Texas Brisket
Grand Traverse Pie Company
More Links
Howard’s Blog
All Star Charts Blog
The Cure for FOMO - by Philip Pearlman
Tinmants' Tweet
Tyler Tringas’ Tweet Thread

Follow Us on Twitter
Howard Lindzon (@howardlindzon) / Twitter
Pearl (@ppearlman) / Twitter
J.C. Parets (@allstarcharts) / Twitter
Riley Rosebee (a) (@be_rosebee) / Twitter
#investing #health #wealth #trends #friends #markets #golf
56 min
February 17, 2023 Organic Growth is Great, Trends with Friends Ep. 3
On today’s episode we review the State of the Market, Shorts Squeezed, Web2 Earnings, Organic Growth, Men’s Health, Final Trades, and more.
——————————————————————————————————
Chapters:
High Growth Squeezed Shorts (6:08)
Lemonade, Freshly Squeezed (9:00)
Reference Point Bias (11:13)
Underweight Equities, Overweight Bonds (12:53)
AI Hype (15:15)
Free Time via AI (19:55)
Social Media Serves a Purpose (20:40)
The Irony of Technology (24:59)
Web2 Giants Report Earnings (27:25)
Testosterone (34:40)
Buddha Did Not Need an App (41:10)
Ideas of the Week (42:45)
——————————————————————————————————
Links:
Featured Photo 1 — JC’s Freshly Squeezed stocks
Featured Photo 2 — Overweight Bonds // Underweight Equities
Men’s Health Article — The Testosterone Revolution Is Coming to Your Doorstep
——————————————————————————————————
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Join my personal email list and get my daily take on life, markets and investing for profit and joy. https://www.howardlindzon.com/subscribe
55 min
February 10, 2023 Trends with Friends, Episode 2
Trends with Friends is back for Round 2! This week, we review the State of the Market, seasonality, habits of great investors, teaching your kids the language of markets, sports week in Phoenix, life-span vs. health-span, and more.
If you enjoy the show, please leave a review.
1 hr 3 min
February 07, 2023 Trends with Friends, Episode 1
Today, I’m accompanied by friends, JC Parets, Phil Pearlman, and Riley Rosebee. We discuss the State of the Market, the January effect, Phil’s health-conscious eating habits, golf, and more. We plan to record these episodes weekly. We do not have a name for the show, please share suggestions in the comments below.
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Join my personal email list and get my daily take on life, markets and investing for profit and joy. https://www.howardlindzon.com/subscribe
1 hr 19 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.