Trends with Friends Howard Lindzon

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 upside

• Bitcoin has consolidated and is poised for a breakout to new all-time highs

• The use of anchored VWAP (Volume-Weighted Average Price) and its application in analyzing Bitcoin and crude oil

• The concept of using multiple timeframes in technical analysis

• The role of fundamentals versus price action in driving market movements

• Why you should stay in your lane

—

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



Thanks to our sponsor, Public. Public is an investing platform where members can build a portfolio of stocks, bonds, options, ETFs, crypto, and alternative assets—plus get an industry-leading 5.1%* APY with a high-yield cash account. Learn more today: www.public.com/trendswithfriends

—

Skip Ahead:

(00:00) Welcome banter

(03:20) Netflix nearing all-time highs

(07:20) The AI war: who’s benefiting?

(09:30) Brian Shannon, Alpha Trends and Stocktwits

(14:45) Howard’s early calls

(17:08) Bitcoin weekly

(21:28) Pepe the Frog and ETH

(22:45) Understanding the anchored VWAP (Volume Weighted Average Price)

(25:23) Anchored VWAP: Bitcoin

(30:00) Anchored VWAP: Crude Oil

(31:54) Anchored VWAP: Copper

(33:04) Fundamental Analysis vs. Price Action

(42:04) Anchored VWAP: SPY

(45:13) All Country World Index (ACWI) making all-time highs

(49:30) Contrarian take: ignoring the macro landscape

(52:30) Understanding time horizons

(55:54) Staying in your lane

(58:35) DJIA reaching new all-time high

(01:05:00) The global market

(01:07:44) 53 years of reasons to be bearish

(01:11:04) Trends with NO Friends: Hidden opportunities

—

Referenced:

• Ted Sarandos - https://www.linkedin.com/in/tedsarandos

• Reed Hastings - https://www.forbes.com/profile/reed-hastings/?sh=43d6b6c32782

• Andy Swan - https://x.com/AndySwan?ref_src=twsrc

• Trading View - https://www.tradingview.com/

• TC2000 - https://www.tc2000.com/?gad_source=1

• Craig Shapiro - https://x.com/ces921?ref_src=twsrc^google|twcamp^serp|twgr^author

• Morgan Housel - https://www.morganhousel.com/

• Joe Fahmy - https://joefahmy.com/

• Linda Bradford Raschke - https://x.com/LindaRaschke?ref_src=twsrc^google|twcamp^serp|twgr^author

• Jerry Seinfeld - https://www.jerryseinfeld.com/

—

Big Thank You To Our Guest:

• Brian Shannon - https://x.com/alphatrends

—

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/

—

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


---

Send in a voice message: https://podcasters.spotify.com/pod/show/trends-with-friends/message

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 cover:

• The rebranding of GGV Capital to Notable Capital

• Slice, and how it’s disrupting the pizza delivery space

• The recent surge in GameStop and AMC stock prices

• The dynamics of short squeezes

• The role of short sellers in the market

• The IPO market:

• Long-term benefits of investing in established companies

—

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



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



Thanks to our sponsor, Public. Public is an investing platform where members can build a portfolio of stocks, bonds, options, ETFs, crypto, and alternative assets—plus get an industry-leading 5.1%* APY with a high-yield cash account. Learn more today: www.public.com/trendswithfriends

—

Skip Ahead:

(00:00) Welcome banter

(04:00) Notable Capital’s rebrand

(05:40) Slice pizza delivery

(10:22) Book plugs

(10:50) Roaring kitty skyrocketing AMC and GME

(14:20) A lesson for investors regarding shorts

(18:20) Short sellers’ role in the market

(20:48) The psychology of meme stocks and FOMO

(24:20) A note on the global market landscape

(26:11) Pepe the Frog and cultural influence

(31:35) The evolving role of AI in finance and investing

(37:47) The importance of sales and marketing

(40:13) AI is turbocharging SMB’s

(42:59) Making sense of the startup economy

(48:33) The next boom

(49:35) Market bets

(56:43) Trends with NO Friends: Blue Bird & Nelnet

(01:02:40) Options trades

(01:04:05) See you next week

—

Referenced:

• Notable Capital - https://notablecap.com/

• Slice - https://slicelife.com/

• Shoe Dog - https://www.amazon.com/Shoe-Dog-Memoir-Creator-Nike-ebook/dp/B0176M1A44

• Setting The Table - https://www.amazon.com/Setting-Table-Transforming-Hospitality-Business/dp/0060742763

• Thinking Fast and Slow - https://www.amazon.com/Thinking-Fast-Slow-Daniel-Kahneman/dp/0374533555

• Roaring Kitty’s tweet - https://twitter.com/TheRoaringKitty/status/1789807772542067105?ref_src=twsrc^tfw|twcamp^tweetembed|twterm^1789807772542067105|twgr^5d8c010501259346ce1f346ad2bc72fce6917477|twcon^s1_&ref_url=https%3A%2F%2Fwww.notion.so%2Fpen-name%2F05-14-24-TwF-0a961666fd0f49ea9f060a222a86064b%3Fpvs%3D25

• Ibotta - https://home.ibotta.com/

—

Big Thank You To Our Guest:

• Jeff Richards - https://notablecap.com/team/jeff-richards/

—

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/

—

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.


---

Send in a voice message: https://podcasters.spotify.com/pod/show/trends-with-friends/message

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 market

• Balagi’s U.S. interest rate projections

• Some interesting charts and stocks to watch

—

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



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



Thanks to our sponsor, Public. Public is an investing platform where members can build a portfolio of stocks, bonds, options, ETFs, crypto, and alternative assets—plus get an industry-leading 5.1%* APY with a high-yield cash account. Learn more today: public.com/trendswithfriends

—

Skip Ahead:

(00:00) Welcome banter

(03:33) China’s tech industry

(06:50) Market breakouts and mean reversions

(11:30) Investing in Argentina

(19:22) Recent sentiment shift

(22:58) Price action and market trends

(28:07) The bullish seasonality in May

(31:30) Ignoring sensationalism in the media

(36:00) QQQ and SPX rebounding

(38:40) Forward earning expectations

(44:03) Balagi’s U.S. interest rate projections

(50:08) Trends With NO Friends: Comfort Systems

(52:30) Latin America is firing

(54:45) What we’re pimping

—

Referenced:

• Elon Musk “I recommend investing in Argentina” - https://twitter.com/elonmusk/status/1787654457339342932

• Ryan Detrick - https://www.carsongroup.com/insights/blog/team-members/ryan-detrick/

• Balaji - https://twitter.com/balajis

—

Big Thank You To Our Guest:

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

—

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/

—

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.


---

Send in a voice message: https://podcasters.spotify.com/pod/show/trends-with-friends/message

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

—

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

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

—

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

—

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

—

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

—

Big Thank You To Our Guest:

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

—

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/

—

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.


---

Send in a voice message: https://podcasters.spotify.com/pod/show/trends-with-friends/message

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 reallocating some of your portfolio to commodities

• And so much more



—

If you aren’t already, be sure to subscribe to Trends with Friends here: https://www.howardlindzon.com/ 

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 



—

Skip Ahead:

00:00 Welcome Lewis Johnson

05:10 JC’s take on the current market conditions

07:39 Spotify’s great quarter and analysis

19:47 Tech vs Commodities Long Term

24:22 Technology hitting 3 month lows

25:06 Dollar breaking down compared to gold

26:40 China’s demand is driving the price of gold

30:55 Where are we in the current market cycle

34:02 Is Silver a buy

40:40 What Lewis is recommending to his clients 

43:30 JC’s thoughts on Silver

45:40 Why you should consider a financial advisor

47:30 When should you reallocate your portfolio 

52:42 Goldman Sachs ($GS) update

56:30 Update on the 3 Gs

58:10 Trends With NO Friends ($BMI)

1:01:00 How Lewis manages growth in small and mid-cap stocks

1:03:45 What’s next for the US dollar

1:07:20 The biggest worry with high interest rates



—

Big Thank You To Our Guest:

• Lewis Johnson - https://twitter.com/TrendsTailRisks 



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/ 



—

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.

CWA Asset Management Group, LLC (“CWA”) is an SEC-registered investment adviser, doing business as Capital Wealth Advisors (FL, LA & NC) and as blueharbor wealth advisors (NC). Registration does not imply any level of skill or training. CWA’s ADV 2A and Form CRS can be accessed via https://advisorinfo@sec.gov/firm/summary/158940. Lewis Johnson is an employee of CWA.  The Assets Under Management (“AUM” for CWA as of 12.31.2023 is $2,531,719,656.  Lewis Johnson and CWA do not promote or solicit any securities positions mentioned during this blog.  Lewis Johnson and CWA also do not promote or solicit any advertising for third-parties on any social media platform that this blog is presented on.


---

Send in a voice message: https://podcasters.spotify.com/pod/show/trends-with-friends/message

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 story around OJ Simpson’s Bronco

• What we’re seeing in the markets and more



—

If you aren’t already, be sure to subscribe to Trends with Friends here: https://www.howardlindzon.com/ 

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 



—

Skip Ahead:

00:00 Welcome Darren Rovell

04:19 Howard runs into Darren at the airport with $2M in his backpack and his current venture

09:15 The degenerate economy in memorabilia and everything is about money

11:00 Should you get your cards graded

12:45 The f*ck face bat story

17:15 The inefficient markets of memorabilia and the Ferris Bueller vest story

21:38 Turning down $1.75 million for a Warren Buffet signature

24:10 What’s The Rock’s trading card worth and what determines a PSA 10?

27:00 Great, random items like Hugh Hefner’s Viagra bottle

31:05 Liquid and illiquid markets

35:50 Jackie Robinson check story

38:11 OJ Simpson’s Bronco story and the power of anniversaries 

42:40 Markets are showing weakness 

47:95 Trends with NO friends

50:38 Tesla and EV market update

55:20 Darren Rovell’s market to be following now

57:20 JC says to sell premium

1:00:31 Why email should be on your radar

1:03:30 Get your Vitamin D



—

Referenced:

• Cllct: https://www.cllct.com/ 



—

Big Thank You To Our Guest:

• Darren Rovell - https://twitter.com/darrenrovell 



—

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/



—

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.


---

Send in a voice message: https://podcasters.spotify.com/pod/show/trends-with-friends/message