Trends with Friends Howard Lindzon
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- Business
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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
Newsletter: https://www.howardlindzon.com/
Follow The Hosts:
https://twitter.com/howardlindzon
https://twitter.com/allstarcharts
https://twitter.com/ppearlman
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GameStop, AMC, and Beyond: Lessons on Short Squeezes and Risk Management with Jeff Richards
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
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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: www.public.com/trendswithfriends
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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/
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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 -
May’s Bullish Market, Factors That Actually Drive Earnings, China’s Mean Reversion, Investing In Argentina, More
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
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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
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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 -
Safe Haven Assets, Politics vs. Stocks, Bullish Beehiiv Outlook, and GE's Future
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 -
He Manages $2.5 Billion. Here’s His Take On The Market | Lewis Johnson, Capital Wealth Advisors
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 -
Making Millions In Memorabilia with Darren Rovell
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 -
Buying Gold, Our Trends With No Friends Stock Pick, Magnificent 7 Update, And Long or Short Banks
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
Customer Reviews
Awesome Show!
I love listening to this on my way to work. Funny commentary, while also being super informative.
Alpha
Howard and his guests always delivers great insights!
These guys will make you laugh and teach you something also
Love Howard and the Guys,
They are always busting each others balls but providing some interesting thinking on investing. Not sure if they are allowed to share where they place their stop losses at but would like to know to get a feel for their risk tolerance.