Trends with Friends

Join us for an exclusive deep dive into Bolero Corporation's transformation into Lucky Strike Entertainment, featuring executives Lev Ekster and Bobby Lavan. Discover how this entertainment powerhouse is revolutionizing location-based entertainment through innovative technology, strategic acquisitions, and a vision that extends far beyond traditional bowling. Recorded live on Tuesday, December 10t...

Join an all-star panel featuring special guests Anthony Pompliano (Founder & CEO of Professional Capital Management) and Armando Gonzalez (Founder of Bigdata.com ) as they dive deep into the evolving landscape of financial markets. From heated debates about Bitcoin versus bonds to practical applications of AI across industries, this episode explores the intersection of traditional finance and...

Join Frank Rotman of QED Investors for a deep dive into market behavior and the state of venture capital. This episode explores the intersection of traditional investing and new market dynamics, featuring insights on AI hype, market trends, and the difference between speculation and investment. Key Topics Covered: • The current state of venture capital and investment trends • How AI narratives are...

Special guests Joe McCann and Ryan Rasmussen joined us this week to break down the meme coin phenomenon, Solana's rise, Bitcoin's potential as a national reserve, and the future of decentralized finance. We explore: • The explosion of meme coins and why they're capturing retail attention • How Solana is challenging Ethereum's dominance • The potential for Bitcoin to become a strategic national res...

This week Mike Dudas joins us to cover the resurging crypto market and we explore Axon's innovations in public safety with Josh Isner. We cover: • The psychology behind Bitcoin's surge and its impact on altcoins • Axon's journey from Taser to a $40 billion tech powerhouse • The role of AI and VR in transforming police training • Geopolitical tensions affecting the semiconductor industry • Shopify'...

On this election day special, we dive into the potential market impacts of the  U.S. election, explore the latest in crypto, and discuss the staggering $9 trillion investment in AI compute. Joined by Zach Pandl from Grayscale, we cover: • How different election outcomes might affect Bitcoin and the broader crypto market • The future of Ethereum and its role in the financial system • Palantir's rec...

Join us as we dive deep into the world of crypto with Pranav Kanade from VanEck. We explore Bitcoin's recent breakout, the potential impact of crypto on the 2024 election, and the rising importance of stablecoins. Plus, we discuss the resurgence of Robinhood, the future of fintech, and much more. Topics include: • The recent Bitcoin breakout and its implications • How crypto could influence the 20...

Dive into the world of meme coins with Nicky Montana as we explore the explosive growth of this new asset class, its implications for traditional finance, and the cultural shift it represents. We cover: • The rise of meme coins and their billion-dollar market caps • How meme coins compare to traditional investments and "pink sheet" stocks • The role of community and culture in driving meme coin va...

In this episode, we dive deep into India's booming stock market and digital economy with Yash from Stocktwits India. We explore the factors driving India's market surge, the impact of AI and semiconductors on global tech, and the shifting dynamics between India, China, and the US in the tech space. Key topics covered: • India's stock market boom and the factors driving it • The rise of retail inve...

Join us for a deep dive into market trends with special guest Jeff Macke. We explore China's market breakout, retail trends heading into the holiday season, and the surprising comeback of nuclear energy driven by AI. Plus, insights on consumer discretionary stocks, the "degenerate economy" index, and more. Key topics include: • China's market resurgence and its implications for global markets • Re...

Join Howard Lindzon and the Trends with Friends crew as they dissect the broadening bull market, China's comeback, Tesla's controversial valuation, and the exponential growth of AI. Featuring insights from Michael Parekh on Apple's AI strategy and Sam Altman's bold predictions for superintelligence. Key topics covered: • The broadening bull market and outperformance of previously l...

Join Howard Lindzon and Michael Parekh as they dive deep into the world of venture capital with Mike Maples Jr., founding partner at Floodgate Partners. This insightful conversation covers the evolution of VC from Web 2.0 to the era of AI, the importance of pattern-breaking in startup success, and the changing dynamics of founder-investor relationships. Key topics include: • The origins of Floodga...

Join Phil Pearlman, JC Parets, Michael Parekh, and Larry Thompson as they dissect current market trends, from semiconductors to financials, and explore the future of AI in consumer tech. This episode covers: • The potential top in semiconductors and its implications for the broader market • Why financials are poised for outperformance in the coming months • Apple's AI strategy and its impact o...

Join Howard Lindzon, JC Parets, Phil Pearlman, and Michael Parekh as they dive into September market trends, the impact of AI across various sectors, and uncover hidden opportunities. This episode covers: • September seasonality and its impact on market sentiment • The broadening bull market and sector rotation • AI's influence on healthcare, robotics, and global competition • The case for con...

In this special episode of Trends with Friends, Howard Lindzon and Phil Pearlman are joined by a panel of experts to discuss the transformative power of AI, its implications for various industries, and investment strategies in this rapidly evolving landscape. Featuring Raja Doddala, Chris Camillo, and Michael Parekh, the conversation covers: • The current state and future potential of AI and robot...

Join us as we explore the current state of the bull market, emerging trends in semiconductors and healthcare, and the growing impact of AI across industries. We discuss: • The broadening bull market and its implications for investors • The rise of semiconductors and healthcare stocks • How AI is reshaping various sectors, from tech to healthcare • The concept of the "degenerate economy"...

Howard Lindzon, JC Parets, Phil Pearlman, Michael Batnick, and Michael Parekh dive into the current state of the markets, from Starbucks' resurgence with the news of their new CEO to the hidden bear market in venture capital. They cover: • Starbucks' turnaround strategy and the power of consumer habits • The disconnect between public and private markets • How AI is reshaping wealth managem...

Join Howard Lindzon, Phil Pearlman, JC Parets, and Michael Parekh as they dissect the recent market volatility, discuss the DOJ's ruling against Google, and share insights on navigating uncertain times. With over 100 years of combined market experience, our panel offers a calm perspective on the VIX spike and what it means for investors. — We cover: • The recent VIX spike and its implications...

Join us as we dissect the most compelling charts in the world: from Bitcoin's potential breakout to biotech's resurgence and the shifting landscape of global markets. We dive deep into market trends, exploring the "degenerate economy," AI's impact on various sectors, and why some stocks fly under the radar despite impressive performance. — This episode is brought to you by St...

This week, we delve into Meta's partnership with Luxottica and the future of smart glasses, examine the implications of CrowdStrike's recent software glitch, and explore Howard's DGEN Economy index and its performance. JC provide’s insights on market rotations from tech to financials and small caps, the resurgence of regional banks and transportation stocks, and Riley explains this wee...

This week, we explore the strong bull market, focusing on how Robinhood and Goldman Sachs are making a comeback. We discuss the details of the European market, how different sectors are changing, and the relationship between smaller companies and big industrial giants. We also talk about why the New York Times' subscription model is doing so well, consider the idea of trading happening 24/7, a...

Join us for a discussion with Barry Ritholtz and Michael Parekh as we explore the current state of the markets, the impact of EU regulations on big tech and small businesses, and the debate around data ownership and fair use in the AI era. We dive into why all-time highs are bullish signals, the challenges facing small-cap companies, and how AI investments today compare to previous tech revolution...

Join us as we explore the booming Indian stock market, Amazon's innovative strategies against Chinese competition, and how AI is reshaping our understanding of common knowledge. We also dive into Tesla's recent surge and the potential for big tech companies to unlock value through spin-offs. — Skip Ahead: (00:00) Introduction and Tour de France (04:24) Tesla's recent performance and co...

Michael Parekh is a former Goldman Sachs executive with over 20 years of experience, who now focuses on investing in and analyzing technology trends. He's known for his deep understanding of semiconductor, internet, and AI industries. We’re excited to have him back as our first 2x guest on the show. Together we cover: • The AI tech value stack and its implications for investors • How companies...

This week we’re joined by old friend Ryan Detrick. As Chief Market Strategist at Carson Group, Ryan leverages over two decades of financial expertise to guide the firm's investment strategies. He co-hosts the popular "Facts vs Feelings" investing podcast and holds the Chartered Market Technician (CMT) designation. In this week's episode we talk about: • How the Carson Group appro...