Trends with Friends

This week, we’re joined by Anthony Pompliano (Pomp) — a renowned entrepreneur and technology investor with a massive following on Twitter. Pomp is also the host of a popular podcast, The Pomp Podcast , and writes a widely-read newsletter, The Pomp Letter . We cover: • How the pandemic and government actions have reshaped financial markets and the economy • Pomp's thoughts on Bitcoin and altcoi...

This week we're joined by Tyler Denk — the Co-Founder and CEO of Beehiiv. Beehiiv is an all-in-one platform for newsletter creators, launched in 2021, that has rapidly gained traction for its innovative features and focus on creator needs. Before founding Beehiiv, Tyler was a product lead at Google and a senior product lead at Morning Brew. In this episode, we cover: • How Beehiiv is revolutio...

This week we're joined by Om Malik — a San Francisco-based writer, photographer, and investor with three decades of experience in Silicon Valley. We cover: • Apple, and whether they are underperforming • The need for empathy in the tech industry • Technology vs. the spectacle of technology • Our favorite products and acquisitions • Consumer Discretionary reaching new ten-year lows • Personal r...

This week we're joined by Brian Shannon — founder of Alphatrends.net and author of the beginner's trading book Technical Analysis Using Multiple Timeframes, and best-selling book Maximum Trading Gains with Anchored VWAP. We talk Netflix, Bitcoin, and the concept of Volume Weighted Average Price (VWAP). Specifically: • Netflix is trading near all-time highs and has the potential for further...

This week we're joined by Jeff Richards, managing partner at Notable Capital. Together we explore the rebranding of GGV Capital to Notable Capital and dissect the viral phenomenon of meme stocks, focusing on the surge of GameStop and AMC fueled by the ever-elusive Roaring Kitty. Join us for insights into market dynamics, risk management, and the evolving role of AI in finance and investing. We...

Welcome back to another week of Trends with Friends where our hosts tackle everything from the factors that drive earnings to the latest twists in China's tech scene. This week we cover: • China's tech industry experiencing a mean reversion • The recent sentiment shift • Why you should ignore sensationalism in the media • Bullish seasonality in May and the potential for a rebound in the ma...

Another wild ride on Trends with Friends, where Howard and JC spar over degenerate investing. Riley Rosebee joins us for the latest Trends With NO Friends bets, and together we cover: • Why we’re bullish on Beehiiv • The importance of organic growth • Politics, stock and anger • The role of human psychology in the stock market • Why you should be paying attention to the 3 G’s • Why Michael Parekh...

Today we’re joined by Lewis Johnson of Capital Wealth Advisors. Lewis is a great friend and someone who manages approximately $2.5 billion in assets. In today’s wide-ranging episode, we discuss: • Spotify’s great earnings and why we love the stock • Why China is driving up the price of gold • If you should be buying silver  • Where we might be in the current market cycle • If you should be realloc...

Today we’re joined by the one and only Darren Rovell . There's no one quite like him when it comes to sports, memorabilia, and market trends. In today’s episode, we cover: • Why Darren turned down $1.75 million for a Warren Buffet signature • Which market Darren says will be the next big thing • How he got Hugh Hefner’s Viagra bottle • If you should get your collectible cards graded • The stor...

The friends are back together and this week our very own Riley Rosebee joined in on the fun. Outside of Phil's questionable fashion choices and our love for pizza, we cover: Trends With NO Friends: finding trends with few followers that are working Avoiding broken trends with too many followers The importance of relative price strength The underperformance of Apple and the outperformance of Go...

In this episode, Raoul Pal joins the friends to discuss crypto and the macro landspace. They cover: • The adoption curve of crypto and its potential to reach billions of users • The transparency of crypto markets and the ability to analyze blockchain data • The potential impact of crypto wealth on real estate and other assets • The concept of the 'banana zone' • The performance of differen...

In This Episode, The Friends Cover: • Analysis of Apple's price and time • Reddit's IPO • DJT stock • Semiconductor stocks, such as Micron and Nvidia, and their cyclical nature • Energy and commodity sectors • Netflix and content companies • Micron as an AI play • Advice for picking stocks • Home builders and nursing homes — This episode is brought to you by Frec — Helping You Invest In Th...

In This Episode, The Friends Cover: • Google and Apple’s potential AI partnership • How Meme coins have become a cultural phenomenon in the crypto market • A technical  analysis of Bitcoin • The transparency of crypto markets • The compression of time and the availability of new tools and platforms • The impact of inflation on the bond market • The lack of upside in the equities market  • Trade id...

In appreciation of your support, we're excited to give one lucky subscriber the chance to own a new 14" MacBook Pro. Your involvement in our community is invaluable, and we can't express enough gratitude for your role in our success. Details and how to enter here: https://shorturl.at/uvwE8 — In This Episode, The Friends Cover: • The rise of meme coins and their impact on the market • ...

In appreciation of your support, we're excited to give one lucky subscriber the chance to own a new 14" MacBook Pro. Your involvement in our community is invaluable, and we can't express enough gratitude for your role in our success. Details and how to enter here: ⁠https://shorturl.at/uvwE8⁠ — Today we discuss the excitement of Bitcoin reaching new heights and explore the factors prop...

Today we are joined by Mo Al Adham, Founder and CEO of Frec. Frec is a platform that makes direct indexing accessible to individual investors, with low minimums and fees. In our conversation, we dive deep on direct investing and tax loss harvesting. We cover: • What exactly is direct indexing • The benefits of direct indexing and tax loss harvesting• The limitations of direct indexing, such as hig...

Today, we have the pleasure of welcoming Chris Camillo, the co-host of Dumb Money , renowned for exploring unconventional investment strategies. Chris, also known as 'The Social Arbitrator,' employs a distinctive approach by analyzing social trends and consumer behavior to uncover promising investment opportunities. Fully committed to humanoid robotics, Chris joins Howard, Phil, and JC to...

Today, we’re joined by Jim O'Shaughnessy, investor, VC, and Wall Street legend. Howard, Phil, JC, and Jim discuss the following: AI in the stock market How speculation has become a form of entertainment, fueled by free time and advancements in AI Self-control in the face of technological advancements Why parents and grandparents play a crucial role in guiding children and teenagers in navigati...

In today’s episode, Howard, JC, Phil, Michael, Braden, and Riley discuss the following: The capabilities and potential of the Apple Vision Pro The impact of AI on the finance industry Why AI prompting is such an important skill FinChat and its ability to provide accurate and comprehensive financial data NYT vs. OpenAI and the future of the internet Diabetes and Ozempic Why JC says to “short everyt...

In today’s episode, Howard, JC, Phil, and Riley discuss the following: Why we’re having sector rotations and what it means for the market One of JC’s favorite stocks in the market right now Why you should be looking at Chinese ETFs The importance of sleep on your health and limiting unforced errors And, of course, how Howard’s friend got his finger bit off by an alligator Share your thoughts on th...

On Episode 48 of Trends with Friends — Howard Lindzon ,  JC Parets , Phil Pearlman , Ram Ahluwalia and Riley Rosebee review Strength in Semis, The Russell 3000 All-Time Highs, The EV Bubble, Go Go Google, Next Gen Financial Analysis and Is Apple Overvalued? Like and Subscribe if you enjoy the show. Chapters Welcome (0:00) Howard Goes Coast-to-Coast (4:22) Walk Around the Market (5:33) The Russell...

On Episode 47 of Trends with Friends — Howard Lindzon, JC Parets, Phil Pearlman and Riley Rosebee review Tesla’s Hot Mess, Defense is Not Working, IPO Activity, The DWAC, Marijuana Legalization Speculation, The New York Times and more. Like and Subscribe if you enjoy the show. Chapters Welcome (0:00) Playoff Football (2:46) State of the Market (6:24) Tesla’s Hot Mess (8:37) A Few Red Flags (16:20)...

On Episode 46 of Trends with Friends — Howard Lindzon, JC Parets, Phil Pearlman, Rob Petrozzo and Riley Rosebee review the Most Interesting Chart in the World, Bundling & Unbundling, All-Time Highs, Happy Hours in SoHo and CryptoPunks are the Rookie Cards. Like and Subscribe if you enjoy the show. Chapters Welcome Rob Petrozzo (0:00) Happy Hours in SoHo (1:48) The Most Interesting Chart in the...

On Episode 45 of Trends with Friends — Howard Lindzon, JC Parets, Phil Pearlman and Riley Rosebee share the First Show of the Year, Digesting Gains, Strength in Biotech, Magnificent 7 Stalls, One Good Day and Will the BTC ETF Mark a Top?  Like and Subscribe if you enjoy the show. Chapters Welcome (0:00) First Show of the Year (0:50) S/O Mr. Seasonality (1:41) Chart Talk (4:38) Strength in Biotech...

Thank you for tuning in to our first year of Trends with Friends! We appreciate you staying with us as we wade through the markets and technical difficulties.  We put together a highlight reel of the best moments from this last year. We frequently talked about the bull market in stocks and crypto, seasonality, finding underfollowed stocks with high relative strength, degeneracy, luxury, and longev...