Trends with Friends

Howard Lindzon
Trends with Friends

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/UCdHmRHXX9yQe07xpndq9wHA Trends With Friends Newsletter: https://trendswithfriends.com/ Howard's Newsletter: https://www.howardlindzon.com/ Follow The Hosts: https://twitter.com/howardlindzon https://twitter.com/allstarcharts https://twitter.com/ppearlman

  1. 2 DAYS AGO

    Shoveling Shit & Building Empires: The Cheat Codes to Startup Success with Mike & Kass Lazerow

    Join Howard Lindzon, Michael Parekh, Phil Pearlman, and special guests Mike & Kass Lazerow as they dive into the storytelling in business, AI’s impact on growth, and the hard truths of entrepreneurship. In this episode of Trends with Friends, we discuss Google’s AI dominance, Palantir’s explosive growth, and why Liquid Death is changing the game in consumer branding. Mike & Kass share insights from their upcoming book, Shoveling Shit: A Love Story, unpacking the real struggles of building a company, hiring the right people, and why focus is the ultimate startup cheat code. 📅 Recorded live on February 2025 🎙️ Special Guests: Mike & Kass Lazerow, Founders & Authors of Shoveling Shit: A Love Story 🔑 Brought to you by Stocktwits Charts: https://docs.google.com/presentation/d/e/2PACX-1vSGxXj3vrwK4NxDUNwEbiPyix1dieUOLb9NrNY4zQNpxq1TXbxZIUnY8tb9jwEGPGaRM8wN32YnZIZP/pub?start=false&loop=false&delayms=3000&slide=id.g32ca5c0f423_0_12 Key Topics Covered: Palantir’s meteoric rise: Government ties, meme status & AI expansion Google’s AI advantage: Why it’s quietly the most dominant player Shoveling Shit: A Love Story: The unfiltered truth about entrepreneurship The Cheat Codes to Success: Scaling, hiring, and avoiding costly mistakes Liquid Death & Consumer Branding: How marketing became the new engineering The Costco & Gold Trade: What these rare assets signal about markets Chapters 00:00 Introduction and Guest Introductions 03:02 The Journey of Mike and Cass Lazerow 05:17 Entrepreneurship and the Era of AI 08:29 Palantir's Market Position and Trends 14:11 Google: The Most Interesting Chart 19:37 Google's Role in AI and Digital Advertising 24:26 Investor Insights and Future Predictions 28:55 Android's High-End Opportunity 30:36 The AI Battle: Google vs. Apple 33:25 Introducing 'Shoveling Shit': A New Book 34:45 Cheat Codes for Entrepreneurs 36:34 The Importance of Company Culture 39:27 Focus: The Key to Success 41:51 The Dynamics of a Husband-Wife Team 44:55 Overcoming Rejection in Business 49:19 Book Launch and Final Thoughts 50:04 The Journey of Writing a Book 54:53 Entrepreneurship and the Importance of Control 56:01 Qualities of Successful Founders 01:00:01 Market Insights and Rare Assets 01:05:16 The Importance of Movement and Creativity 01:06:31 Innovative Companies and Marketing Strategies Where To Find Howard and Friends: • Howard - https://stocktwits.com/howardlindzon • Phil - https://stocktwits.com/ppearlman • Michael Parekh - https://stocktwits.com/MParekh • Michael Lazerow - https://x.com/lazerow • Kass Lazerow -https://x.com/kasslazerow Disclaimer: 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. Read the full terms & conditions here: https://stocktwits.com/about/legal/terms/

    1h 8m
  2. JAN 29

    Creators Take the Lead: Deep Seek, Software Dominance, and PunchUp’s Role in the Creator Revolution

    Join Howard Lindzon, Michael Parekh, Phil Pearlman, and special guests Danny Frenkel and Alex Dajani from Punchup.live, as they break down the massive implications of DeepSeek's groundbreaking AI innovations. In this episode of Trends with Friends, the crew unpacks how DeepSeek’s open-source advancements are reshaping AI and its ripple effects across the tech and business landscapes. They also dive into the role of creators in the digital economy, the growing importance of email as a direct connection tool, and why software is reclaiming its dominance over hardware. Don’t miss this dynamic discussion packed with actionable insights! 📅 Recorded live on January 28, 2025 🎙️ Special Guests: Danny and Alex from PunchUp 🔑 Brought to you by Stocktwits Key Topics Covered: The rise of DeepSeek: AI innovation and geopolitical challenges Why open-source AI is changing the game for startups How Punchup is empowering creators in the live entertainment space Reimagining content ownership in a post-social media era Why software is flipping the narrative back from hardware dominance Market reactions to DeepSeek's breakthrough: Winners and losers Chapters 00:00 Introduction and Guest Introductions 03:06 Trends in AI and DeepSeek's Impact 09:16 DeepSeek's Innovations and Market Dynamics 15:17 Open Source vs. Closed Ecosystems 19:46 Geopolitical Implications of AI Development 23:42 The Ongoing Race in AI Technology 26:24 Apple's Strategic Position in AI 28:24 Google's Resilience and Opportunities 30:34 Reinforcement Learning and Google's Edge 32:50 Legal Challenges in AI Data Usage 33:36 Microsoft's AI Innovations and Partnerships 34:49 The Impact of AI on Education 36:43 AI's Role in Business Efficiency 39:01 Nvidia's Dominance in AI Hardware 41:52 Geopolitical Implications for AI Development 43:57 The Value of User-Generated Data 48:30 Punch Up: AI in Live Entertainment 54:52 The Evolution of Leadership in Tech 56:00 The Importance of Trustworthy Communication Channels 57:30 Empowering Comedians Through Direct Connections 01:00:07 The Shift in Power Dynamics in Entertainment 01:01:01 Consumer-Facing Innovations in Comedy 01:03:48 The Role of Algorithms in Content Delivery 01:05:17 Reimagining the Ticketing Experience 01:09:01 The New Era of Entertainer Empowerment 01:12:50 Building a Sustainable Model for Creators 01:18:28 Future Developments and Consumer Engagement Where To Find Howard and Friends: • Howard - https://stocktwits.com/howardlindzon • Phil - https://stocktwits.com/ppearlman • Michael Parekh - https://stocktwits.com/MParekh Disclaimer: 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. Read the full terms & conditions here:

    1h 19m
  3. The New Gold Rush: Decentralized Mapping, Meme Coins, and the Future of AI with Ariel Seidman

    JAN 22

    The New Gold Rush: Decentralized Mapping, Meme Coins, and the Future of AI with Ariel Seidman

    Join Howard Lindzon, Michael Parekh, Phil Pearlman, and special guest Ariel Seidman, founder of HiveMapper, for a deep dive into the most exciting trends shaping the tech and financial worlds. From the rise of meme coins on Solana to the revolutionary decentralized mapping solutions, this episode of Trends with Friends covers it all. 📅 Recorded live on January 7, 2025 🎙️ Special Guest: Ariel Seidman, founder of HiveMapper 🔑 Brought to you by Stocktwits Key Topics Covered: • The evolution of HiveMapper: Decentralized mapping on Solana with the Honey token • The rise of meme coins and their economic implications • Why Tesla’s mapping approach is shaking up the industry • Navigating the Web3 landscape: Opportunities and risks • The TikTok-US saga: Geopolitics and the future of social media • Solana as the backbone for decentralized applications • Breaking down meme coin FOMO: Insights for investors Chapters 00:00 Introduction to Solana and Hive Mapper 02:59 The Impact of Meme Coins on the Market 06:38 Understanding Solana: A Developer's Perspective 08:53 The Rise of Meme Coins and Market Dynamics 12:03 Challenges and Opportunities in the Crypto Space 14:50 The Role of Influencers in Crypto Trends 18:00 The Psychology of Investors in Meme Coins 20:52 The Future of Mapping Technology with Hive Mapper 24:07 Comparing Mapping Technologies: Google vs. Hive Mapper 27:06 The Integration of Mapping Technology in Vehicles 29:51 Investment Opportunities in Hive Mapper 42:25 The Importance of Independent Mapping Organizations 45:16 Monetization and Community Engagement in Mapping 51:22 Understanding HiveMapper's Structure and Tokenomics 54:22 The TikTok Situation: Business and Geopolitical Implications 01:09:20 Final Thoughts on Investment Strategies and Market Dynamics Discover how the intersection of AI, blockchain, and decentralized innovation is shaping the future. Don’t miss this engaging discussion on trends, opportunities, and the challenges ahead! Where To Find Howard and Friends: • Howard - https://stocktwits.com/howardlindzon • Phil - https://stocktwits.com/ppearlman • Michael Parekh - https://stocktwits.com/MParekh • Ariel Seidman - https://x.com/aseidman Disclaimer: 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. Read the full terms & conditions here: https://stocktwits.com/about/legal/terms/

    1h 11m
  4. JAN 15

    Too Big To Fail? Too Small To Care? The New AI Landscape | Ft. Josh Mohrer

    Join Howard Lindzon, Michael Parekh, Phil Perlman, and special guest Josh Mohrer for a lively discussion on AI innovation, the evolution of venture capital, and the marketing leverage revolution. From Tesla's autonomous breakthroughs to TikTok's geopolitical battles, this episode of Trends with Friends unpacks the trends shaping our world—and the opportunities they bring. 📅 Recorded live on January 7, 2025 🎙️ Special Guest: Josh Mohrer, CEO of Wave and former Uber GM 🔑 Brought to you by Stocktwits Key Topics Covered: • Josh’s journey from Uber to founding Wave—a powerful AI-driven note-taking app • The shift from tech to marketing leverage for small businesses • AI as a game-changer for one-person startups • The future of autonomous vehicles: Tesla vs. Waymo • TikTok's geopolitical impact and why a US buyout is imminent • How the Nifty Nine are transforming venture capital and private equity • Why Snap may be the next major acquisition target Chapters: (00:00) Show introduction and welcome (02:50) Josh shares his journey from Uber to AI entrepreneurship (06:00) Tesla’s AI strategy vs. Waymo’s challenges (12:00) TikTok’s political and economic implications (18:40) Josh on building Wave and the power of AI for individuals (27:00) The rise of marketing leverage in business (35:00) Nifty Nine tech giants and their $200 billion investments (42:00) The evolving landscape of venture capital and private equity (50:00) Closing thoughts on trends and opportunities Explore the intersection of innovation, investment, and AI-driven transformation. Don’t miss this engaging episode! Today's Charts: https://docs.google.com/presentation/... Where To Find Howard and Friends: • Howard - https://stocktwits.com/howardlindzon • Phil - https://stocktwits.com/ppearlman • Michael Parekh - https://stocktwits.com/MParekh • Josh Mohrer - https://x.com/joshmohrer Disclaimer: 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. Read the full terms & conditions here: https://stocktwits.com/about/legal/terms/

    56 min
  5. JAN 8

    Fart Coin Frenzy & Rectal Rotations in Meme Coins | Special Guest Packy McCormick

    Step into the world of trends, technology, and market insights with Howard Lindzon, Phil Pearlman, JC Parets, Michael Parekh, and special guest Packy McCormick! From Fart Coin to Nvidia's groundbreaking AI advancements, this episode dives into the intersection of innovation, humor, and strategy as we explore the opportunities and chaos shaping 2025. 📅 Recorded live on January 7, 2025 🎙️ Special Guest: Packy McCormick 🔑 Brought to you by Stocktwits Key Topics Covered: • The rise of meme coins like Fartcoin and their cultural impact • Nvidia’s roadmap for "physical AI" in robots and autonomous vehicles • Strategies for thriving amidst market rotations and tech disruption • The intersection of AI, marketing, and media innovation • Insights into global equity markets and macroeconomic trends • Evolution of venture capital in a meme-driven economy Recorded live on Tuesday, November 12th View Charts Here Chapters 00:00 Welcome to 2025: Trends and Friends 02:55 AI and Media: The New Frontier 05:54 Experimenting with AI: Building the Future 09:09 The Intersection of Technology and Magic 11:50 The Dark Side of Technology 15:07 Cultural Shifts: Spirituality and Consciousness 18:01 The Rise of Robot Companions 21:04 Fartcoin: The Meme Coin Phenomenon 26:52 The Rise of Meme Coins and Market Dynamics 39:07 Market Trends and Predictions for 2025 47:47 NVIDIA's Keynote and the Future of AI 01:04:13 Navigating the Wild West of Investments Where To Find Howard and Friends: • Howard - https://stocktwits.com/howardlindzon • JC - https://stocktwits.com/allstarcharts • Phil - https://stocktwits.com/ppearlman • Michael Parekh - https://stocktwits.com/MParekh • Packy McCormick - https://x.com/packyM Disclaimer: 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. Read the full terms & conditions here.

    1h 7m
  6. 12/18/2024

    Why Owning Your Audience Matters: AI, Email Newsletters, and the Future of Content

    This week we’re joined by Tyler Denk (CEO of Beehiiv) and Ben Cahn (podcast host and trader), as we explore the evolving landscape of creator distribution, the renaissance of email newsletters, and the strategic role of AI in modern business. This episode dives deep into the future of digital publishing, platform independence, and the shifting dynamics of creator monetization. Recorded live on Tuesday, December 17th Charts: https://docs.google.com/presentation/d/12wMKaefpRjUIZUU4OvGFf7520Qyr8E_LmsHlB_RFijc/edit#slide=id.g27fac37c9b6_0_1 Key Topics Covered: • The problems with platform dependency and the "death by thousand substacks" phenomenon • How AI is reshaping business operations and productivity • The evolution of email newsletters as a primary distribution channel • Why owning your distribution matters more than ever • The role of network effects in modern tech platforms • How Beehiiv approaches creator monetization differently from Substack • The future of website building and content creation tools • Argentina's emerging market opportunity and market trends • Tesla, Elon Musk, and the power of storytelling in markets Skip Ahead: (00:00) Guest introductions (06:36) Death by a thousand substacks discussion (15:35) The power of email distribution (25:30) Platform dependency risks (31:28) YouTube’s resurgence  (37:24) AI corner: Broadcom, AMD, Nvidia, and more (43:34) Beehiiv's AI approach and a look at other big AI players (50:42) Tesla and Elon Musk discussion (01:02:00) How Beehiiv approaches creator monetization differently from Substack (01:08:06) Trends with NO friends: Argentina markets (01:09:07) Market trends and closing thoughts Where To Find Howard and Friends:  • Howard - https://stocktwits.com/howardlindzon  • JC - https://stocktwits.com/allstarcharts  • Phil - https://stocktwits.com/ppearlman  • Michael Parekh - https://stocktwits.com/MParekh  • Riley - https://stocktwits.com/coloradoriley  • Tyler Denk - https://x.com/denk_tweets • Ben Cahn - https://x.com/Buncahn • Production and Marketing - https://penname.co/ Trends with Friends is brought to you by Stocktwits: https://stocktwits.com/   Disclaimer: 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. Read the full terms & conditions here: https://stocktwits.com/c/uncategorized/2024/02/21/stocktwits-newsletter-disclaimer/

    1h 15m
  7. 12/11/2024

    Lucky Strike's Bold Rebrand: From Bowling to Entertainment Empire

    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 10th Brought to you by Lucky Strike Charts: https://docs.google.com/presentation/d/1HT2wLR-xkJ2b580SSUSUNz8qg7BU1woPVFEshnQMEw4/edit?usp=sharing Key Topics Covered: • The strategic rebrand from Bolero to Lucky Strike Entertainment • Evolution from a single NYC bowling alley to 360 premium entertainment locations • Integration of AI and technology in entertainment venues • Revolutionary approach to revenue optimization and customer experience • Expansion into water parks and family entertainment centers • The Professional Bowlers Association (PBA) ownership and media rights • Implementation of social media integration and gaming elements • Strategic vision for location-based entertainment market expansion Skip Ahead: (00:00) Show introduction and welcome (02:50) Introduction of Lucky Strike executives (04:08) Company history and evolution (07:58) Their design-forward approach  (10:56) Competitive/pro bowling and the popularity of the sport (14:27) Growth opportunities (17:00) Revenue model discussion (20:08) Gamification and AI integration (23:12) PBA tour and brand involvement (29:19) Charts with JC (37:00) Lucky Strikle's future growth initiatives (39:32) Market overview (40:23) Google's new quantum computing chip (47:32) The psychology of markets (51:25) Trends with No Friends: PriceSmart (52:40) Closing remarks Where To Find Howard and Friends:  • Howard - https://stocktwits.com/howardlindzon  • JC - https://stocktwits.com/allstarcharts  • Phil - https://stocktwits.com/ppearlman  • Michael Parekh - https://stocktwits.com/MParekh  • Riley - https://stocktwits.com/coloradoriley  • Lev Ekster - https://www.linkedin.com/in/lev-ekster/ • Bobby Lavan - https://www.linkedin.com/in/bobby-lavan-274505107/ • Production and Marketing - https://penname.co/ Trends with Friends is brought to you by Stocktwits: https://stocktwits.com/   Disclaimer: 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. Read the full terms & conditions here: https://stocktwits.com/c/uncategorized/2024/02/21/stocktwits-newsletter-disclaimer/

    56 min
  8. 12/04/2024

    Bitcoin vs Bonds: The Great Debate

    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 emerging technologies. Recorded live on Tuesday, December 3rd Brought to you by Bigdata.com Charts: https://docs.google.com/presentation/d/1h_Qfv5HNJYwNM99g3pnLU-WWrTW-Xeq_ZTNuzMZupuU/edit?usp=sharing Key Topics Covered: • Bitcoin's spectacular November performance and its broader implications • The great Bitcoin vs Bonds debate: Can Bitcoin surpass the bond market? • How AI is transforming industries from oil extraction to financial analysis • The rise of small-cap stocks and "trends with no friends" • The role of attention and meme culture in modern investing • How bigdata.com is revolutionizing financial data analysis • The generational shift in wealth-building: from real estate to Bitcoin • The practical applications of AI beyond chatbots and consumer applications Skip Ahead: (00:00) Intro and guest welcome (01:38) Bitcoin's November performance (11:30) BigData.com and AI discussion (20:07) Prompting and understanding AI responses (26:35) The great Bitcoin vs Bonds debate (38:33) Monthly charts with JC (40:34) Crypto over the years (46:56) Network effects: how they're changing (53:11) Book discussion with Pomp (57:39) The energy sector and AI (01:05:41) Trends with No Friends: $CRDO (01:10:20) Closing thoughts Where To Find Howard and Friends:  • Howard - https://stocktwits.com/howardlindzon  • JC - https://stocktwits.com/allstarcharts  • Phil - https://stocktwits.com/ppearlman  • Michael Parekh - https://stocktwits.com/MParekh  • Anthony Pompliano - https://x.com/APompliano • Armando Gonzalez - https://www.linkedin.com/in/armando-gonzalez-a28572b/ • Riley - https://stocktwits.com/coloradoriley  • Production and Marketing - https://penname.co/ Trends with Friends is brought to you by Stocktwits: https://stocktwits.com/   Disclaimer: 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. Read the full terms & conditions here: https://stocktwits.com/c/uncategorized/2024/02/21/stocktwits-newsletter-disclaimer/

    1h 11m
4.8
out of 5
28 Ratings

About

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/UCdHmRHXX9yQe07xpndq9wHA Trends With Friends Newsletter: https://trendswithfriends.com/ Howard's Newsletter: https://www.howardlindzon.com/ Follow The Hosts: https://twitter.com/howardlindzon https://twitter.com/allstarcharts https://twitter.com/ppearlman

You Might Also Like

To listen to explicit episodes, sign in.

Stay up to date with this show

Sign in or sign up to follow shows, save episodes, and get the latest updates.

Select a country or region

Africa, Middle East, and India

Asia Pacific

Europe

Latin America and the Caribbean

The United States and Canada