Trends with Friends Howard Lindzon

This week we're joined by Tyler Denk — the Co-Founder and CEO of Beehiiv. Beehiiv is an all-in-one platform for newsletter creators, launched in 2021, that has rapidly gained traction for its innovative features and focus on creator needs. Before founding Beehiiv, Tyler was a product lead at Google and a senior product lead at Morning Brew. In this episode, we cover:

• How Beehiiv is revolutionizing content infrastructure

• The power of owning an audience through email newsletters

• The shift towards first-party data and email-centric content distribution

• Substack vs. Beehiiv

• Why this bull market still has legs

• Challenges and opportunities in AI and decentralized platforms

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Skip Ahead:

(00:00) Welcome

(01:46) Some background on Tyler and Beehiiv

(06:16) Reflections on the negotiation

(08:25) Twitter, Boost, and early days at Morning Brew

(12:14) First-party data and the power of owning your audience

(14:27) Biggest day-to-day concerns at Beehiiv

(16:08) JC’s wine newsletter

(17:04) Monetization and boost network

(18:40) The role of aggregation and curation in content platforms

(21:25) The TAM of Beehiiv and their talent initiative

(25:25) Beehiiv’s verticals

(29:10) Most interesting charts in the world: S&P and Nasdaq

(30:20) Bitcoin, Solana, and Binance all reaching former highs

(30:50) The fab 5

(34:15) Challenges and opportunities in AI and decentralized platforms

(37:40) Nvidia impact on stocks

(39:30) How Beehiiv is thinking about AI

(40:42) Jonathan Krinsky’s SPX predictions

(43:02) What’s happening with software

(44:30) Penny stock trading on the rise

(47:15) Decentralization trends

(49:30) Protecting your momentum and managing your cap table

(53:20) Substack taking a big risk

(55:28) Trends with NO Friends: Warrior Met Coal

(56:46) See you next week

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Referenced:

• Beehiiv - https://www.beehiiv.com/

• Morning Brew - https://www.morningbrew.com/daily

• Business Insider - https://www.businessinsider.com/

• Klaviyo - https://www.klaviyo.com/

• Mailchimp - https://mailchimp.com/

• Wordpress - https://wordpress.com/

• Substack - https://substack.com/

• Facebook Bulletin - https://about.fb.com/news/2021/06/introducing-bulletin-a-platform-for-independent-writers/

• Fred Wilson - https://x.com/fredwilson?lang=en

• Punchup - https://punchup.live/

• Jonathan Krinsky - https://x.com/jkrinskypga?lang=en

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Big Thank You To Our Guest:

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

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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 decision.


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This week we're joined by Om Malik — a San Francisco-based writer, photographer, and investor with three decades of experience in Silicon Valley. We cover:

• Apple, and whether they are underperforming

• The need for empathy in the tech industry

• Technology vs. the spectacle of technology

• Our favorite products and acquisitions

• Consumer Discretionary reaching new ten-year lows

• Personal reflections on health and wellness

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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.

—

Skip Ahead:

(00:00) Welcome

(04:48) Is Apple underperforming?

(15:00) Silicon Valley’s Empathy Vacuum

(21:39) Sam Altman and OpenAI

(25:20) Technology vs. the spectacle of technology

(26:49) Standout products

(32:31) The most interesting ‘sexy’ chart in the world

(34:46) The most interesting ‘boring’ chart in the world

(36:47) Different asset classes

(45:29) AI

(48:40) The 3 day reset

(51:35) Consumer Discretionary

(54:50) $VLO and $IMO

(58:24) Health and wellness

(01:03:00) What Om is excited about

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Referenced:

• Silicon Valley’s Empathy Vacuum - https://om.co/2024/05/27/silicon-valleys-empathy-vacuum/

• Gigaom founder Om Malik: My heart attack ‘was the best thing that happened to me’ - https://www.vox.com/2016/9/8/12825866/om-malik-gigaom-true-ventures-blogging-heart-attack-recode-media-podcast

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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 decision.

—

A High-Yield Cash Account is a secondary brokerage account with Public Investing, member FINRA/SIPC. Funds from this account are automatically deposited into partner banks where they earn a variable interest and are eligible for FDIC insurance. Neither Public Investing nor any of its affiliates is a bank. US only. Learn more at public.com/disclosures/high-yield-account

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If you are enrolled in our Options Order Flow Rebate Program, The exact rebate will depend on the specifics of each transaction and will be previewed for you prior to submitting each trade. This rebate will be deducted from your cost to place the trade and will be reflected on your trade confirmation. Order flow rebates are not available for non-options transactions. To learn more, see our Fee Schedule, Order Flow Rebate FAQ, and Order Flow Rebate Program Terms & Conditions.

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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

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

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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

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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/

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Big Thank You To Our Guest:

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

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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 decision.

—

*Rebate rates vary from $0.06-$0.18 per contract depending on time of enrollment and number of referrals you make. Rates are subject to change at any time. See terms of the Options Rebate Program: https://www.public.com/disclosures/rebate-terms. Options are risky and not suitable for everyone. Investors must review the Options Disclosure Document (ODD): https://www.public.com/ODD. Brokerage services for US-listed securities and options offered through Public Investing, member FINRA & SIPC. See Fee Schedule & T&Cs: https://www.public.com/disclosures. Supporting documentation upon request. A High-Yield Cash Acc

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

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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

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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/

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Big Thank You To Our Guest:

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

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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/

—

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.

—

*Rebate rates vary from $0.06-$0.18 per contract depending on time of enrollment and number of referrals you make. Rates are subject to change at any time. See terms of the Options Rebate Program: https://www.public.com/disclosures/rebate-terms. Options are risky and not suitable for everyone. Investors must review the Options Disclosure Document (ODD): https://www.public.com/ODD. Brokerage services for US-listed securities and options offered through Public Investing, member FINRA & SIPC. See Fee Schedule & T&Cs: https://www.public.com/disclosures. Supporting documentation upon request. A High-Yield Cash Account is a brokerage account with Public Investing, member FINRA/SIPC. Funds from this account are automatically deposited into partner banks where they earn interes

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

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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

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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

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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.

—

*Rebate rates vary from $0.06-$0.18 per contract depending on time of enrollment and number of referrals you make. Rates are subject to change at any time. See terms of the Options Rebate Program: https://www.public.com/disclosures/rebate-terms. Options are risky and not suitable for everyone. Investors must review the Options Disclosure Document (ODD): https://www.public.com/ODD. Brokerage services for US-listed securities and options offered through Public Investing, member FINRA & SIPC. See Fee Schedule & T&Cs: https://www.public.com/disclosures. Supporting documentation upon request. A High-Yield Cash Account is a brokerage account with Public Investing, member FINRA/SIPC. Funds from this account are automatically deposited into partner banks where they earn interest and are eligible for FDIC insurance. Neither Public Investing nor any of its affiliates is a bank.


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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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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