Safe Haven Assets, Politics vs. Stocks, Bullish Beehiiv Outlook, and GE's Future Trends with Friends

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 says not to give up on Apple

• The significance of privacy in the context of AI and technology

• Trends With No Friends Bets

• The role of financial advisors and the importance of having one

• The impact of the Japanese yen on the stock market and why it matters

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Be sure to check out our new website: https://trendswithfriends.com/

Subscribe to Trends with Friends: https://www.howardlindzon.com/

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Thanks to our sponsor, FinChat, the complete stock research platform for fundamental investors. TWF listeners get 15% off at checkout with the code "TWF." Learn more today: http://finchat.io/trendswithfriends

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Skip Ahead:

00:00 Greetings and Small Talk

04:25 Trends with Friends Updates

08:47 The Use of Email As a Social Network

11:13 Beehiiv vs. Substack

17:52 Politics, Stock and Anger

20:47 $DJT and Degenerate Investors

23:50 Price Behavior and Investing Mentalities

25:49 Dogecoin, Trump Media, and Tesla

28:55 The Power of Gold: A Safe Haven Asset

31:55 JC’s Mexican Gold Miner Trade

35:30 Bullishness on Nvidia and Google

38:28 Apple’s Potential

41:16 Goldman Sachs and Capital Markets

42:42 GE: The 4th G

46:10 Introduction to Aramark

48:47 Allegheny Technologies Inc. (ATI)

51:02 The Impact of the Japanese Yen on the Stock Market

54:50 See You Next Week

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Referenced:

• Beehiiv - https://www.beehiiv.com/

• Tyler Denk - https://www.linkedin.com/in/tyler-denk/

• Substack - https://substack.com/

• Michael Parekh - https://www.linkedin.com/in/michaelparekh

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Big Thank You To Our Guest:

• Riley Rosebee - https://stocktwits.com/coloradoriley

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Where To Find Howard and Friends:

• Howard - https://stocktwits.com/howardlindzon

• JC - https://stocktwits.com/allstarcharts

• Phil - https://stocktwits.com/ppearlman

• Production and Marketing - https://penname.co/

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Trends with Friends is brought to you by Stocktwits: ⁠https://stocktwits.com/⁠

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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 decisions.


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