Trends with Friends Howard Lindzon

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



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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 



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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



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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/ 



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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.

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.


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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



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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 



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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



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Referenced:

• Cllct: https://www.cllct.com/ 



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Big Thank You To Our Guest:

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



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

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 Google in the magnificent seven stocks
Why all-time highs are considered good and why they continue to go up
The role of math and storytelling in investing
The relationship between gold and different currencies
A heated debate on whether DJT is a pump and dump or meme coin


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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 Welcome Banter

03:30 $TGS Approaching ATH

08:30 Gamestop ($GME) Reaching All-time Lows

11:54 The Goal Of Trends With No Friends

16:37 Magnificent Seven: The Underperformance Of Apple

20:30 Magnificent Seven: The Outperformance Of Google

24:12 Why All-time Highs Are Considered Good

30:30 Gold's Performance In Different Currencies

33:50 Fake Internet Money Priced In Gold

37:00 Interest Rates And Commodities

38:00 The 3 G’s: Gold, Goldman, And Google

40:06 Banks: Long Or Short?

42:43 Jamie Dimon’s Predictions

49:00 DJT: Pump And Dump Or Meme Coin? A Heated Debate

55:40 Addressing The Rising Rates Of Depression And Declining Happiness Levels



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Referenced:

• Trends with NO Friends - https://nofriends.beehiiv.com/

• Jamie Dimon - https://www.jpmorganchase.com/about/o...



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

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 different sectors in March, with energy outperforming tech

• The bond market and its impact on the overall market dynamics

• Meme coins and the changing nature of financial information dissemination

• The importance of building a network of trusted sources and staying informed about new tools and technologies

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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.

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Skip Ahead:

00:00 Welcome

03:05 The Rapid Adoption of Crypto Relative To The Internet

05:50 People Are Slow Thinkers

08:53 This Is The Fastest Accumulation Of Wealth In History

10:51 Understanding The Bullish Thesis

15:00 The Impact of Crypto Wealth on Real Estate and Other Assets

18:20 The Transparency of Crypto Markets

20:14 How AI Will Change The Industry

22:30 Bitcoin Charts

23:37 The ‘Banana Zone’

27:10 Mixed Sentiments: Bullishness and Caution in the Markets

33:00 Making Sense of The Changing Financial Landscape

37:20 Memes Rule The World

41:13 We Are Tokenizing Culture

43:36 Loss Aversion and Investing Advice

46:10 Thoughts on Solana

49:04 Why JC Is All In On Commodities

52:33 Building a Network of Trusted Sources

55:31 Keep It Simple

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Referenced:

• The All-In Podcast - https://www.allinpodcast.co/

• Robinhood - https://robinhood.com/us/en/

• Read Write Own by Chris Dixon - https://readwriteown.com/

• Fidelity's Executive Says Bitcoin's Risk Reward Is In A Different Universe - https://hive.blog/hive-167922/@geekgirl/fidelity-s-executive-says-bitcoin-s-risk-reward-is-in-a-different-universe

• Coinbase - https://www.coinbase.com/



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Big Thank You To Our Guest:

• Raoul Pal - https://twitter.com/RaoulGMI

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

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



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This episode is brought to you by Frec — Helping You Invest In The S&P 500 & Save On Taxes: https://frec.com/



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Skip Ahead:

00:00 Welcome and About Our Guest Ram

03:59 DJT and Reddit’s IPO

11:20 The Dot-Com Era

13:43 Priceline

15:30 Analysis of Apple's Price and Time

20:00 Bear Markets Hiding Under The Surface

26:55 Netflix and Content Companies

31:50 Apple’s Transition From Growth To Value

33:40 Micron ($MU) as an AI Play

37:42 Semiconductor Stocks and Their Cyclical Nature

40:45 Energy and Commodities

46:50 Cocoa Futures and Soybean Futures

48:25 Value Stocks

52:07 Trends With NO Friends (previously Price and Popularity)

59:47 Advice For Picking Stocks

01:02:15 Home Builders and Nursing Homes

01:05:47 Thanks For Listening



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Referenced:

• Trump’s Wealth Surges as DJT Stock Rises Again - https://www.barrons.com/articles/djt-...

• The Reddits by Paul Graham - https://www.ycombinator.com/blog/the-...

• Apple makes transition from growth stock to a value one, unsettling some -https://www.afr.com/technology/apple-...

• Trends With No Friends https://nofriends.beehiiv.com/



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Big Thank You To Our Guest:

• Ram Ahluwalia - https://twitter.com/ramahluwalia



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

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 ideas for Reliance Industries and Solana

• TikTok and its impact 



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This episode is brought to you by Frec — Helping You Invest In The S&P 500 & Save On Taxes: https://frec.com/



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Skip Ahead:

00:00 Introduction and Swag Talk

02:50 Mike Tyson’s Comeback Fight

04:26 Google Gemini May Partner With Apple  

08:36 Howard Lost A Tooth

09:34 The Acceleration of AI

13:05 The Longevity of Nvidia

18:10 The Multi-Trillion Dollar Crypto Market and the Movement of Money

21:14 Solana and The Meme Coin Phenomenon

25:18 Crypto Markets

27:28 Dogwifhat and The Benefit of Public Blockchains 

30:30 The Compression of Time 

33:10 Changing The Rules

35:17 Risk and Risk Management

37:28 Inflation and the Bond Market

39:20 Interest Rates and Commodity Prices

41:12  Exposure to CRB

42:15 Best Performing Sectors

43:37 No Evidence That Interest Rates Are Going Down

45:17 Lack of Upside in Equities Market

46:20 Trade Idea: Reliance Industries

47:34 Trade Idea: Selling Solana

51:25 CoStar Group and The Real Estate Market

55:00 Price And Popularity

1:00:18 Post-AI Data

1:01:20 TikTok and its Impact

1:05:11 The Three Asset Classes (Maybe Four) 

1:07:20 It’s Spring Get The F**k Outside



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Referenced: 

• Mike Tyson Fight - https://www.fastcompany.com/91058313/netflix-mike-tyson-vs-jake-paul-fight-love-is-blind-sports

• Tyler Denk - https://twitter.com/denk

• Ram Ahluwalia - https://twitter.com/ramahluwalia

• Solana - https://coinmarketcap.com/currencies/solana/

• SafeDeal (SFD) - https://coinmarketcap.com/currencies/safe-deal/

• DogWifHat Coin - https://coinmarketcap.com/currencies/dogwifhat/

• Nicky Montana - https://twitter.com/nickymontanaa

• Comedy Cellar - https://www.comedycellar.com/

• Costar - https://www.costar.com/

• Eddy Elfenbein - https://twitter.com/EddyElfenbein

• Steve Mnuchin’s at it again - https://fortune.com/2024/03/16/why-does-steve-mnuchin-want-to-buy-tiktok-banking/



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