Howard Lindzon

Trends with Friends

Business EN ↓ 117 episodes

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/UCdHmRHXX9yQe07xpndq9wHATrends With Friends Newsletter: https://trendswithfriends.com/Howard's Newsletter: https://www.howardlindzon.com/Follow The Hosts: https://twitter.com/howardlindzonhttps://twitter.com/allstarchartshttps://twitter.com/ppearlman

Author

Howard Lindzon

Episodes

The Nasdaq 100 Returns 55%, The Greatest Sentiment Check, Life’s Simple Rules, Whipsaw Hunting Season and New Year’s Resolutions — Trends with Friends EP. 44 30.12.2023 59:39

On Episode 44 of Trends with Friends — Howard Lindzon, JC Parets, Phil Pearlman and Riley Rosebee talk Nasdaq 100 Exceeds Expectations, The Greatest Sentiment Check, Life’s Simple Rules, Whipsaw Hunting, and New Year’s Resolutions. Like and Subscribe if you enjoy the show. Chapters Welcome (0:00) Don’t Overthink Year To Date Returns (3:29) The Greatest Sentiment Check (5:30) Nasdaq 100 Returns 55%...

Santa Comes to Stocks, Bull Market Feasts, Curating Alpha, Financial Mutts and Small-Cap Squeeze — Trends with Friends EP. 43 23.12.2023 49:19

On Episode 43 of Trends with Friends — Howard Lindzon, JC Parets, Phil Pearlman and Riley Rosebee review Sentiment Volatility, Bull Market Feasts, Santa Comes to Stocks, Curating Alpha, Financial Mutts and the Small-Cap Squeeze. Like and Subscribe if you enjoy the show. Chapters Welcome (0:00) Sentiment Volatility (1:06) Bull Market Feasts (2:04) Intro (3:04) Santa Comes to Stocks (3:31) Can Chin...

Follow the Dollar, Regional Banks Rip, Emerging Markets Emerge, Trailing Uber and $MMYT Marches Higher — Trends with Friends EP. 42 16.12.2023 45:14

On Episode 42 of Trends with Friends — Howard Lindzon, JC Parets, Phil Pearlman and Riley Rosebee review Trailing Uber, Emerging Markets Emerge, Regional Banks Rip, $MMYT Marches Higher and Follow the Dollar. Like and Subscribe if you enjoy the show. Chapters Intro (0:00) Overbought Is Evidence of Uptrends (3:00) The Most Important Chart of the Week (6:20) Trailing Uber (7:26) Dow Transports (9:33...

$6 Trillion on the Sidelines, Big Bases, Go Go Google, Howie’s Trip to SF and Unbundling Sports — Trends with Friends EP. 41 09.12.2023 56:39

On Episode 41 of Trends with Friends — Howard Lindzon, JC Parets, Phil Pearlman and Riley Rosebee talk $6 Trillion on the Sidelines, Big Bases, Go Go Google, Howie’s Trip to SF, Unbundling Sports and more. Like and Subscribe if you enjoy the show. Chapters Intro (0:00) Fresh Charts (4:47) Buying Regional Banks (8:10) $6 Trillion on the Sidelines (9:20) Howie’s Trip to SF (14:24) Go Go Google (18:3...

The 17-Month Bull Market, Bull Market Parties, Strength in Defense and India’s Upside — Trends with Friends EP. 40 01.12.2023 54:22

On Episode 40 of Trends with Friends — Howard Lindzon, JC Parets, Phil Pearlman and Riley Rosebee talk Bull Market Parties, the 17-Month Bull Market, Societal Dissatisfaction, Strength in Defense, India’s Upside and more. Like and Subscribe if you enjoy the show. Chapters Intro (0:00) Bull Market Parties (0:47) The 17-Month Bull Market (1:49) Societal Dissatisfaction (8:31) Widening Market Breadth...

The Sam Altman Soap Opera, Semiconductors as a Leading Indicator, Industrials and Homebuilders Inch to All-Time Highs — Trends with Friends EP. 39 22.11.2023 54:37

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 (...

The Dollar Drops, Tech Ticks All-Time Highs, Public Rancor, Risk On // Risk Off and Human Intelligence — Trends with Friends EP. 38 18.11.2023 48:46

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 Ranc...

Technology’s Resilience, Zombie Companies, Historic Returns, Apple’s AI Play and Frauds on Forbes 11.11.2023 1:04:45

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 Rea...

The Big Get Bigger, Solana’s Killer App, Chart of the Year and Healthcare Start-Ups — Trends with Friends EP. 36 04.11.2023 48:41

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...

Bitcoin, Unplugging, Small-Scale Social, The Two Ways of Change and Solana’s Relative Strength — Trends with Friends EP. 35 28.10.2023 48:53

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, Z...

Stocks Showing Weakness, Deglobalization and The 30-Year Yield 21.10.2023 59:33

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...

Direct Indexing, Fashology, The Everything App and The Most Interesting Chart of the Week — Trends with Friends EP. 33 07.10.2023 52:39

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....

Higher for Longer, The Nuclear Renaissance, AI’s First Inning and Luckin Coffee’s Come Back 30.09.2023 1:06:57

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 We...

Seriously Good Ideas, the Commodity Super Cycle, Cybersecurity and the Unsung Hero of AI 23.09.2023 52:47

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)...

The Markets Uphill Battle, JC’s Custom Coal Index, Sugar Highs and Arm’s IPO 16.09.2023 51:23

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...

The Next Bull Market, Exxon Mobil’s Monster Base, Luxury Wealth Management and How to Trade This Environment 09.09.2023 41:17

On Episode 29 of Trends with Friends — Howard Lindzon, JC Parets, Phil Pearlman, Ram Ahluwalia and Riley Rosebee review The Most Interesting Chart of the Week, US Sector Total Returns, Exxon Mobil’s Monster Base, Luxury Wealth Management and more. Like and Subscribe if you enjoy the show. Chapters Intro (0:00) What is WatchBox? (1:29) Market Walkthrough (4:55) The Most Interesting Chart of the Wee...

The S&P 500’s Sideways Range, A Shift in Seasonality, Misallocating Venture Capital and Crappy Crypto Sentiment 02.09.2023 44:52

On Episode 28 of Trends with Friends — Howard Lindzon, JC Parets, Phil Pearlman and Riley Rosebee review the S&P 500’s Sideways Range, a Shift in Seasonality, Misallocating Venture Capital and the Crappy Crypto Sentiment. Like and Subscribe if you enjoy the show. Chapters Welcome (0:00) Intro (0:58) Canadian Conversations (1:02) Strength in Google Search (6:17) The S&P 500’s Sideways Rang...

The MemeStock Massacre, Redefining Luxury, Nvidia’s Earnings Implications and The Battle to Get Lean 26.08.2023 54:46

On Episode 27 of Trends with Friends — Howard Lindzon, JC Parets, Phil Pearlman and Riley Rosebee review the most important chart of the week, the markets sentiment shift, MemeStock Massacre, 10-Year and 2-Year Yields and more. Like and Subscribe if you enjoy the show. Chapters Welcome (0:00) The Most Important Chart of the Week (2:20) Market Sentiment Shift (5:36) The MemeStock Massacre (6:39) T...

Whipsaw Hunting, Colorado is Phenomenal, Bull Market in Bevs, Google + YouTube are Unstoppable 19.08.2023 52:34

On Episode 26 of Trends with Friends — Howard Lindzon, JC Parets, Phil Pearlman and Riley Rosebee walk through Whipsaw Hunting Season, Colorado is Phenomenal, Bull Market in Beverages, Google + YouTube are Unstoppable and Mr. Beast Fascinates. Like and Subscribe if you enjoy the show. Chapters Howard is Back (0:00) Aspen Cycling Summit (4:39) All Star Farts (8:44) Market Talk, An Interesting Tape...

Rising Rates? Bitcoin - Beta on Beta on Beta, The Importance of Flexibility — Trends with Friends EP. 25 12.08.2023 34:54

On Episode 25 of Trends with Friends — JC Parets, Phil Pearlman and Riley Rosebee review The Most Interesting Chart of the World, Rising Rates, Energy is in Play, Bitcoin – Beta on Beta on Beta and The Importance of Flexibility. Like and Subscribe if you enjoy the show. Chapters Welcome (0:00) No Howie, How Was Maine? (0:07) Let’s Talk Charts (2:20) Will Rates Rise? (5:59) The Most Interesting Ch...

Trouble at All Time Highs, S&P 500 Seasonality, The Dollar Squeeze, Probes Fold and the 3 Economies 05.08.2023 39:51

On Episode 24 of Trends with Friends — Howard Lindzon, JC Parets and Riley Rosebee review S&P 500 Seasonality, Trouble at All Time Highs, The Dollar Squeeze, Probes Fold, VCs Flock to the Middle East, The Three Economies and more. Like and Subscribe if you enjoy the show. Chapters Welcome (0:00) Phil Quit? (0:11) Riley Galivants Across Asia (1:06) Whip Around the Markets (2:59) Equally-Weighte...

Invest and Chill, Crack In A Can, Degeneracy, Luxury and Don’t Fight Papa Dow 29.07.2023 48:13

On Episode 23 of Trends with Friends — Howard Lindzon, Phil Pearlman and JC Parets recap Invest and Chill, Crack in a Can, Degeneracy, Luxury, Bitcoin’s Breakdown, Don’t Fight Papa Dow and more. Like and Subscribe if you enjoy the show. Chapters Welcome (0:00) Twitter X Killed the Bird (6:45) Charts Around the World (7:51) Invest and Chill (13:22) Discretionary, Technology and Industrials Lead The...

The Most Interesting Chart of the Week, META Moves, The Disney Dip, Consolidation through Time and 3-Putt Parets — Trends with Friends EP. 20 08.07.2023 30:26

On Episode 20 of Trends with Friends — Howard Lindzon, Phil Pearlman, JC Parets and Riley Rosebee review The Most Interesting Chart of the Week, META Moves, The Disney Dip, Consolidation through Time and 3-Putt Parets. Chapters Welcome (0:00) JC Golfs (0:11) Intro (2:20) The Most Interesting Chart of the Week (3:37) META Moves (4:36) Buy the Disney Dip? (11:30) Consolidation through Time (14:06) C...

The Most Interesting Chart in the World, 52-Week Highs, Consumer Discretionary, Coinbase and The Degenerate Economy — Trends with Friends EP. 19 01.07.2023 47:47

On Episode 19 of Trends with Friends — Howard Lindzon, Phil Pearlman, JC Parets and Riley Rosebee review the Most Interesting Chart in the World, 52-Week Highs, Consumer Discretionary, Coinbase, The Degenerate Economy, Phrasing Trends and more. Chapters Welcome (0:00) The Degenerate Economy (4:00) Consumer Discretionary Outperforms (4:25) DraftKings 52-Week High (5:27) Equally-Weighted Golf Index...

The Best Start to a Year EVER, Institutionalization of Crypto, JCs Leveraged Bitcoin Bet, SlamBall and the Sun — Trends with Friends EP. 18 24.06.2023 58:34

On Episode 18 of Trends with Friends — Howard Lindzon, Phil Pearlman, JC Parets and Riley Rosebee review the Markets Best Start to a Year Ever, 52-Week Highs, Embracing Emotions, SlamBall, New Sports and more. Chapters Intro (0:00) Hats Off to JC (1:15) Stocks Stopped Going Down (1:55) S&P 500 Sets Another 52-Week High (9:44) Technology Trades At Former Highs (10:07) German DAX Index (10:52)...