Trends with Friends

By Howard LindzonBusiness Investing

Trends with Friends episodes

November 22, 2023 The Sam Altman Soap Opera, Semiconductors as a Leading Indicator, Industrials and Homebuilders Inch to All-Time Highs — Trends with Friends EP. 39
On Episode 39 of Trends with Friends — Howard Lindzon, JC Parets, Phil Pearlman and Riley Rosebee review the Sam Altman Soap Opera, Semiconductors as a Leading Indicator, Industrials and Homebuilders Inch to All-Time Highs, The Luxury Trend Continues, Pessimistic Sentiment and more.
Like and Subscribe if you enjoy the show.

Chapters
Intro (0:00)
Jingle Bells Fun Fact (0:18)
Howard Hates Burgundy (1:55)
Happy Thanksgiving (3:08)
The Sam Altman Soap Opera (4:46)
Nvidia Earnings (11:31)
Strength in Semis (12:30)
Follow the Reaction (16:33)
OpenAI Chaos Assists Google (17:53)
Semiconductors Are The Leading Indicator (18:50)
Industrials and Homebuilders Inch to All-Time Highs (20:57)
European Banks Multi-Year Breakout (22:42)
Global Participation (26:44)
The Luxury Trend Continues (35:25)
Video Game & Content Degeneracy (37:58)
Pessimistic Sentiment (41:03)
State of Start Ups (44:02)
Seasonality (47:44)
Phil’s Final Thoughts (49:14)

Featured Links
In-Person: New York Chapter Meeting featuring JC Parets, CMT & Holiday Cheer — https://cmtassociation.org/event/new-york-chapter-meeting-featuring-jc-parets-cmt/
TechMeme — Techmeme
Matthew Prince on OpenAI — https://twitter.com/eastdakota/status/1726735785188073726
FinTechJunkie — https://twitter.com/fintechjunkie
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
55 min
November 18, 2023 The Dollar Drops, Tech Ticks All-Time Highs, Public Rancor, Risk On // Risk Off and Human Intelligence — Trends with Friends EP. 38
On Episode 38 of Trends with Friends — Howard Lindzon, JC Parets, Phil Pearlman and Riley Rosebee review The Dollar Drops, Tech Ticks All-Time Highs, Public Rancor, Risk On // Risk Off, Human Intelligence and Financial Lit with AI.
Like and Subscribe if you enjoy the show.

Chapters
Intro (0:00)
Howard is Here (1:07)
Last Week at WatchBox (1:41)
Chart Talk (4:14)
The Dollar Drops (6:40)
Public Rancor (9:18)
UBER & MMYT Follow Up (11:31)
Tech Ticks All-Time Highs (12:46)
Weakness in Energy (16:37)
Fading LLY (17:44)
We Didn’t Start the Fire (20:23)
Risk On, Risk Off (21:37)
The Wall of Worry (28:02)
Less Sexy Entreprenuership (31:28)
The Creator Economy (36:37)
AI Time (38:31)
Human Intelligence (39:41)
Financial Literacy with AI (43:19)

Featured 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://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
49 min
November 11, 2023 Technology’s Resilience, Zombie Companies, Historic Returns, Apple’s AI Play and Frauds on Forbes
On Episode 37 of Trends with Friends — Howard Lindzon, JC Parets, Phil Pearlman Riley Rosebee review Technology’s Resilience, Historic Returns, Apple’s AI Play, Robinhood, Finding Profitability, Zombie Companies and Frauds on Forbes.
Like and Subscribe if you enjoy the show.

Chapters
Welcome (0:00)
State of the Market (2:33)
USD & The 10-Year (4:10)
Axon’s All-Time High (8:13)
The Nasdaq’s Reaction to Apple’s Earnings (9:31)
Apple’s AI Play (13:24)
The Big Get Bigger, Technology’s Resilience (14:33)
QQQ vs. TLT (18:30)
Here’s The Thing About “Behavioral” (20:00)
Historic Returns (22:20)
The Median Stock is Flat (22:47)
Same as Ever (24:40)
S&P 500’s Drawdowns (26:55)
In the Long Run, Stocks Go Up (32:29)
The Start-Up World (34:08)
Zombie Companies (35:53)
Moving Past Unicorns (38:38)
Finding Profitability (39:37)
USD Safe Haven (42:24)
Robinhood (43:40)
Uber vs. Lyft (47:23)
What Does Dell Do? (50:53)
Seasonal Weight Gain (54:04)
Frauds on Forbes (57:05)
Building Walls (60:13)

Featured Links
Matt Turck — https://twitter.com/mattturck/status/1721971979266171209
Om’s M3 Macbook Review
Same as Ever: A Guide to What Never Changes — Morgan Housel
The Week in Charts (11/6/23) - Charlie Bilello's Blog
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
1 hr 5 min
November 04, 2023 The Big Get Bigger, Solana’s Killer App, Chart of the Year and Healthcare Start-Ups — Trends with Friends EP. 36
On Episode 36 of Trends with Friends — Howard Lindzon, JC Parets and Riley Rosebee review Stocks Above October Lows, Solana’s Killer App, Chart of the Year, Healthcare Start-Ups, The Big Get Bigger and more.
Like and Subscribe if you enjoy the show.

Chapters
Welcome (0:00)
Stocks Above October Lows (2:43)
Bitcoin Should Be Dead (6:50)
Solana’s Killer App (9:35)
Chart of the Year (15:08)
Some Good Ideas (17:11)
Healthcare Start-Ups (20:30)
Chart Talk: MakeMyTrip, Axon and Deckers (22:11)
Bank Consolidation (26:26)
The Big Get Bigger (27:57)
Leave It to the Youngsters (32:30)
The Wall of Worry (35:37)
Start-Up Land (40:15)
The War of Attention (43:43)

Featured 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://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
Sam Lessin — https://twitter.com/lessin
49 min
October 28, 2023 Bitcoin, Unplugging, Small-Scale Social, The Two Ways of Change and Solana’s Relative Strength — Trends with Friends EP. 35
On Episode 35 of Trends with Friends — Howard Lindzon, Phil Pearlman and Riley Rosebee review Bitcoin, Unplugging, Small-Scale Social, The Two Ways of Change and Solana’s Relative Strength.
Like and Subscribe if you enjoy the show.

Chapters
Welcome (0:00)
Stocktwits Early Days (1:47)
Release the Hostages (3:05)
Unplug (4:08)
Small-Scale Social (6:23)
The Two Ways of Change (10:58)
Disconnecting, Zooming In (12:01)
The Most Important Chart of the Week (17:23)
Bitcoin’s Resilience (22:00)
Solana vs. Ethereum (24:26)
Let’s Talk Start-Ups (28:51)
Valuation Recency Bias (35:10)
Find What’s Working (38:15)
Schmuck Insurance (46:18)
Experience World Class Sport Events (47:07)

Featured Links
Howard Marks’ Further Thoughts on Sea Change https://www.oaktreecapital.com/insights/memo/further-thoughts-on-sea-change
Bitcoin’s Resilience — https://ospreyfunds.io/newsletter/what-if-it-is-so-early/
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
49 min
October 21, 2023 Stocks Showing Weakness, Deglobalization and The 30-Year Yield
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.
Like and Subscribe if you enjoy the show.

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
1 hr
October 07, 2023 Direct Indexing, Fashology, The Everything App and The Most Interesting Chart of the Week — Trends with Friends EP. 33
On Episode 33 of Trends with Friends — Howard Lindzon, JC Parets, Phil Pearlman and Riley Rosebee review the Most Interesting Chart of the Week, the Everything App, Fashology and Direct Indexing.

Like and Subscribe if you enjoy the show.

Chapters
Welcome (0:00)
Intro (1:17)
The 30-Years’ 6.4 Standard Deviation (2:43)
The Most Important Chart of the Week (4:44)
Communications New Relative Highs vs. the S&P 500 (6:39)
No Where Near Panic (8:06)
Higher Rates Helps Wealthy Individuals and Companies (12:10)
Howie Visits Mexico City, Tech Makes Foreign Travel Effortless (16:45)
The EU Threatens Microsoft Teams (19:28)
Financials & Small-Caps Trade at Critical Levels (20:17)
Phil’s Recommendations to Young People (23:04)
Send Us Hate Mail (25:27)
The All In One App (27:50)
Headwear Fashology (28:56)
WhatsApp AI is Amazing (30:13)
New Tech Sentiment Volatility (31:45)
Direct Indexing with Frec (33:33)
Phil Helps Howie’s Health (43:33)

Featured Links
Howard’s Blog — https://www.howardlindzon.com/
JC’s Blog — https://allstarcharts.com/blog/
Pearl’s Prime Cuts — https://primecuts.substack.com/
Stocktwits Popularity & Price — 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
53 min
September 30, 2023 Higher for Longer, The Nuclear Renaissance, AI’s First Inning and Luckin Coffee’s Come Back
On Episode 32 of Trends with Friends — Howard Lindzon, Phil Pearlman, Ram Ahluwalia and Riley Rosebee review Higher for Longer, Reading Sentiment, the Nuclear Renaissance, AI’s First Inning, Price Relative Strength Meets Social and Luckin Coffee’s Come Back.
Like and Subscribe if you enjoy the show.

Chapters
(0:00) Intro
(1:08) Eyes Automatize
(2:32) Welcome Ram Ahluwalia
(3:39) What is Lumida Wealth?
(5:07) Higher for Longer
(11:00) Great Depression Headlines
(11:50) Reading Sentiment
(14:44) US Dollar Deep Dive
(17:36) The DeDollarization Hedge
(22:07) Howie’s Heebie-Jeebies
(22:17) Micro Nuclear Reactors
(25:47) Nuclear Renaissance
(29:19) The Confluence of Fundamentals + Technicals
(31:26) AI’s First Inning
(34:32) The Semiconductor Cycle
(38:56) Simple Uranium Exposure
(43:05) India Banks + Travel
(44:17) Price Relative Strength Meets Social
(48:28) Tesla’s Trick
(52:09) Prospect Theory + Socio Behavioral Economics
(58:40) Luckin Coffee’s Come Back

Featured Links
Lumida Wealth Newsletter
Howie's Momentum Lists
Luckin Coffee’s Come Back
Chart Summit 2023 Replay

Follow Us on Twitter
Howard Lindzon
Ram Ahluwalia
Phil Pearlman
Riley Rosebee
1 hr 7 min
September 23, 2023 Seriously Good Ideas, the Commodity Super Cycle, Cybersecurity and the Unsung Hero of AI
On Episode 31 of Trends with Friends — Howard Lindzon, JC Parets, Phil Pearlman and Riley Rosebee review the Commodity Super Cycle, Seriously Good Ideas, Cybersecurity, the Unsung Hero of AI, Stocktwits Popularity and Price.

Please Like + Subscribe if you enjoy the show.

Chapters
(0:00) Howie in Tel Aviv
(3:42) Chart Talk
(4:35) Sector Performance Since July 12, 2023
(5:50) Next Gen Energy
(7:20) Uranium and the Commodity Super Cycle
(8:15) How to Participate in the Commodity Super Cycle
(20:15) Cyber is Speaking
(25:36) Seriously Good Ideas
(30:19) Fintech’s Dumpster Fire
(31:12) Unsung Heroes of AI… Industrials?
(32:43) The Degenerate Proxy
(35:56) Stocktwits Popularity & Price
(37:42) Up & to the Right, Options Volume
(38:48) Freaks will Find a Way
(40:32) Baltimore’s Bounce Back
(43:56) Sports Monopolies
(48:05) Phil’s Feast

Featured Links
Howard’s Blog — https://www.howardlindzon.com/
JC’s Blog — https://allstarcharts.com/blog/
Pearl’s Prime Cuts — https://primecuts.substack.com/
Stocktwits Popularity & Price — 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
53 min
September 16, 2023 The Markets Uphill Battle, JC’s Custom Coal Index, Sugar Highs and Arm’s IPO
On Episode 30 of Trends with Friends — Howard Lindzon, JC Parets, Phil Pearlman and Rob Koyfman run through the Markets Uphill Battle, JC’s Custom Coal Index, Arm’s IPO, The Glamorization of Degeneracy, Koyfin and Sugar Highs.
Like and Subscribe if you enjoy the show.
Chapters
Welcome (0:00)
Future Proof Follow Up (0:26)
Howies First Uncategorized Climb (2:47)
The Markets Uphill Battle (8:33)
What Will It Take For Stocks To Go Higher? (10:24)
Strength in Energy (12:19)
JC’s Custom Coal Index (14:43)
Arm’s Tightly Controlled IPO (16:08)
Welcome Rob Koyfman (20:08)
What Could Lead Stocks Lower? (20:29)
The Glamorization of Degeneracy (25:24)
Will Stocks Resolve Higher or Lower? (26:50)
Koyfin Showcase (35:56)
Sell Side Analyst Sentiment Examples (40:56)
Food Rules to Follow (48:38)
Sugar Highs (50:15)
Featured Links
Koyfin Charts — https://app.koyfin.com/
Koyfin Youtube’s Account – https://m.youtube.com/@Koyfin
The food industry pays ‘influencer’ dietitians to shape your eating habits - The Washington Post — https://www.washingtonpost.com/wellness/2023/09/13/dietitian-instagram-tiktok-paid-food-industry/
Dunkin’ Doughnuts Sugar Rush — https://twitter.com/0xgaut/status/1701939t777220526564
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
Rob Koyfman — https://twitter.com/koyfman
Riley Rosebee — https://twitter.com/be_rosebee
Koyfin — https://twitter.com/KoyfinCharts
52 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.