Trends with Friends

著者： Howard Lindzon
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  • 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. Follow the Show: YouTube: https://www.youtube.com/channel/UCdHmRHXX9yQe07xpndq9wHA Trends With Friends Newsletter: https://trendswithfriends.com/ Howard's Newsletter: https://www.howardlindzon.com/ Follow The Hosts: https://twitter.com/howardlindzon https://twitter.com/allstarcharts https://twitter.com/ppearlman
    Howard Lindzon
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あらすじ・解説

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. Follow the Show: YouTube: https://www.youtube.com/channel/UCdHmRHXX9yQe07xpndq9wHA Trends With Friends Newsletter: https://trendswithfriends.com/ Howard's Newsletter: https://www.howardlindzon.com/ Follow The Hosts: https://twitter.com/howardlindzon https://twitter.com/allstarcharts https://twitter.com/ppearlman
Howard Lindzon
個人ファイナンス 経済学
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エピソード
  • De-Globalization, Degeneracy & Gold: Why Markets Are More Unhinged Than Ever

    De-Globalization, Degeneracy & Gold: Why Markets Are More Unhinged Than Ever
    2025/03/04
    Join Howard Lindzon, Michael Parekh, Phil Pearlman, and special guest Lewis Johnson (CIO of Capital Wealth Advisors) as they tackle the seismic shifts shaking up global markets. This episode of Trends with Friends covers everything from peak degeneracy in stocks to the rise of de-globalization, gold’s record-breaking rally, and the brewing economic chaos under Trump & Musk’s influence. The crew unpacks how defense stocks in Europe are soaring, why Waymo is taking over self-driving, and how investors should prepare for a world that looks nothing like the past decade.📅 Recorded live on March 2025🎙️ Special Guest: Lewis Johnson, CIO of Capital Wealth Advisors🔑 Brought to you by StocktwitsSlides: https://docs.google.com/presentation/...Key Topics Covered:Social VIX Hits All-Time High: Why retail investors are more fearful than everGold’s Explosive Run: What a 40% rally means for markets & why it’s only happened 5% of the timeDe-Globalization is Here: How tariffs, rare earths, and supply chain chaos are reshaping the economyEuropean Defense Stocks Boom: Why countries are rushing to rearm & how investors can play the trendThe Degenerate Economy Update: Tesla, Solana, Robinhood & DraftKings are getting hammered—what’s next?Waymo’s Self-Driving Takeover: How Google is making Uber & DoorDash nervousAI & Tech’s Uncertain Future: Nvidia, semiconductors, and whether the Mag 7 can still leadTrump & Musk’s Market Disruption: How their influence is rattling investors & reshaping financeChapters00:00 Introduction to Trends and Current Market Sentiment06:09 The Launch of Social VIX and Its Implications19:36 Understanding De-Globalization and Its Impact on Investments31:17 Gold as a Safe Haven in a Changing World41:46 Investing for the Future: A Long-Term Perspective44:46 Navigating Market Trends: The Importance of Discipline47:56 The Changing Landscape: Opportunities in Global Markets52:42 Identifying Winning Investments: The Role of Research57:48 The Shift in Market Dynamics: Embracing New Opportunities01:01:44 The Future of Technology: AI and Market Adaptation01:07:29 Waymo and the Future of Transportation01:18:57 Self-Reliance in a Changing World: A Personal ApproachWhere To Find Howard and Friends:• Howard - https://stocktwits.com/howardlindzon• Phil - https://stocktwits.com/ppearlman• Michael Parekh - https://stocktwits.com/MParekh• Lewis Johnson - https://x.com/TrendsTailRisksDisclaimer: 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/about/legal/terms/
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    1 時間 18 分
  • From Meme Coins to Tariff Wars: Why AI, Crypto, and Markets Are Riding the Volatility Rollercoaster

    From Meme Coins to Tariff Wars: Why AI, Crypto, and Markets Are Riding the Volatility Rollercoaster
    2025/02/26
    Join Howard Lindzon, Michael Parekh, Phil Pearlman, and special guests Adeniyi Abiodun (Co-Founder of Mysten Labs and Sui) and Shomik Ghosh (Investor at Boldstart Ventures) for a jam-packed episode of Trends with Friends. This week, the crew dives into the wild world of crypto, AI, and global markets. From peak degeneracy in stocks like Tesla, Palantir, and Solana to Sui's rise in Web3 and why cybersecurity is more critical than ever, this episode has it all. Plus, insights on Nvidia’s dominance, the next wave of Web3 consumer apps, and the geopolitical risks shaping the economy.📅 Recorded live on February 25th, 2025🎙️ Special Guests: Adeniyi Abiodun, Co-Founder of Mysten Labs (Sui) & Shomik Ghosh, Investor at Boldstart Ventures🔑 Brought to you by StocktwitsKey Topics Covered:Peak Degeneracy? Why stocks like Tesla, Palantir, and Solana are crashingCrypto Security Risks: What the $1.5 billion Lazarus hack means for Web3Sui’s Growth Story: How Sui is building the next generation of digital ownershipAI’s Next Wave: Why infrastructure is the key and Nvidia is still the Boeing of GPUsGlobal Tariff Wars: How rising protectionism could reshape tech and retailDefense Stocks Are Booming: Why Rheinmetall, Leonardo, and BAE Systems are breaking outInvesting in Uncertain Times: How to stay sane and spot trends with no friends Chapters00:00 Opening 03:24 Introduction to Trends and Guests06:21 Market Trends and Mini Crashes09:15 The Degenerate Economy and Its Implications12:31 Technological Acceleration and Volatility15:22 The Impact of Tariffs and Global Relations18:29 Building in the Crypto Space: SWE and Walrus21:24 Navigating the FTX Fallout25:35 Security Challenges in Crypto and Technology31:24 The Future of Security in a Digital World40:18 The Evolving Threat Landscape42:06 Economic Impacts of Tariffs43:38 Retail Giants: Amazon vs. Walmart47:25 The Future of AI and Nvidia55:13 Navigating the AI Ecosystem01:01:24 The Commoditization of AI Models01:03:56 Trends in National Defense SpendingToday's episode is presented by Mysten Labs, developers of Sui: https://www.mystenlabs.com/Add Sui.X to your Stocktwits Watch List: https://stocktwits.com/symbol/SUI.XWhere To Find Howard and Friends:• Howard - https://stocktwits.com/howardlindzon• Phil - https://stocktwits.com/ppearlman• Michael Parekh - https://stocktwits.com/MParekh• Adeniyi Adbiodun - https://x.com/EmanAbio• Shomik Ghosh - https://x.com/shomikghosh21Disclaimer: 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/about/legal/terms/
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    1 時間 12 分
  • Enough Infrastructure - It's Time To Build Consumer Applications!

    Enough Infrastructure - It's Time To Build Consumer Applications!
    2025/02/19
    Join Howard Lindzon, Michael Parekh, and special guest Joe McCann, founder of Asymmetric, for a deep dive into the intersection of crypto, trading, and digital assets. This episode of Trends with Friends explores the explosive rise of DraftKings as the ultimate betting super app, the future of peer-to-peer crypto trading, and why China’s tech revival with Alibaba and AI innovation is reshaping global markets. Joe shares insights from the front lines of the digital assets world, highlighting the Trump meme coin frenzy, Solana’s resilience, and the next wave of Web3 consumer apps that will hide crypto under the hood for mass adoption.📅 Recorded live on February 2025🎙️ Special Guest: Joe McCann, Founder & CIO of Asymmetric🔑 Brought to you by StocktwitsSlides: https://docs.google.com/presentation/d/e/2PACX-1vQy1zBIhcaZuyKDbPbz93BoWY43TZRAjvI9LW1cZdFXulSiYuhMcwEP4WxpwDUmrya7PJQTpPWiwVKa/pub?start=false&loop=false&delayms=3000&slide=id.g3337970ddf7_0_52Key Topics Covered:DraftKings’ Breakout Moment: From sports betting to financial super appPeer-to-Peer Trading & Crypto Wallets: The next big thing in fintechTrump Meme Coin Mania: What it revealed about blockchain infrastructureAlibaba’s Comeback: China’s tech power play with AI & AppleSolana’s Resilience: Why it remains a top blockchain for trading appsWeb3 Consumer Apps: Why the future of crypto is invisible to the userRegulation & Institutional Adoption: How banks & ETFs are changing crypto foreverChapters00:00 Introduction to Joe McCann and Asymmetric Investments05:51 Navigating the Crypto Landscape10:08 The Evolution of Gambling and Speculation14:10 The Rise of Stablecoins and Their Impact18:10 Copy Trading and Innovations in Crypto21:03 Alibaba's Resurgence and China's Tech Landscape27:12 The Global Shift in Tech Markets30:24 Nvidia's Role in AI and Global Tech Dynamics34:51 Geopolitical Implications for US Tech Companies37:49 The Impact of US-China Relations on Tech Companies39:44 The Future of Software and Consumer Apps41:51 Investment Trends in Crypto Infrastructure45:50 Innovative Consumer Applications in the Crypto Space48:50 The Growing Demand for AI Infrastructure51:18 The Shift in Consumer Preferences in China53:54 The Dichotomy of Institutional and Retail Crypto Markets01:01:33 Regulatory Landscape and Its Impact on Crypto LiquidityWhere To Find Howard and Friends:• Howard - https://stocktwits.com/howardlindzon• Michael Parekh - https://stocktwits.com/MParekh• Joe McCann - https://x.com/joemccannDisclaimer: 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/about/legal/terms/
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    1 時間 6 分

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