Trends with Friends

Nov 06 2024 87 ep. 58 mins 30
Trends with Friends Podcast artwork

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

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Election Day Special: Market Impacts, Crypto Insights, and the $9 Trillion AI Investment

Nov 06 2024 60 mins  
On this election day special, we dive into the potential market impacts of the U.S. election, explore the latest in crypto, and discuss the staggering $9 trillion investment in AI compute. Joined by Zach Pandl from Grayscale, we cover: • How different election outcomes might affect Bitcoin and the broader crypto market • The future of Ethereum and its role in the financial syst

Breaking Down Big Tech Earnings and the Future of Crypto Trading with Pranav Kanade

Oct 30 2024 64 mins  
Join us as we dive deep into the world of crypto with Pranav Kanade from VanEck. We explore Bitcoin's recent breakout, the potential impact of crypto on the 2024 election, and the rising importance of stablecoins. Plus, we discuss the resurgence of Robinhood, the future of fintech, and much more. Topics include: • The recent Bitcoin breakout and its implications • How crypto co

The Meme Coin Revolution: How Crypto Is Changing Investing And Culture

Oct 16 2024 60 mins  
Dive into the world of meme coins with Nicky Montana as we explore the explosive growth of this new asset class, its implications for traditional finance, and the cultural shift it represents. We cover: • The rise of meme coins and their billion-dollar market caps • How meme coins compare to traditional investments and "pink sheet" stocks • The role of community and culture i

India's Market Momentum Explained: AI, IPOs, and the Future of Global Trade

Oct 09 2024 70 mins  
In this episode, we dive deep into India's booming stock market and digital economy with Yash from Stocktwits India. We explore the factors driving India's market surge, the impact of AI and semiconductors on global tech, and the shifting dynamics between India, China, and the US in the tech space. Key topics covered: • India's stock market boom and the factors driving it • Th

China's Breakout, Retail Trends, and the Future of AI-Driven Nuclear Energy | Jeff Macke

Oct 02 2024 66 mins  
Join us for a deep dive into market trends with special guest Jeff Macke. We explore China's market breakout, retail trends heading into the holiday season, and the surprising comeback of nuclear energy driven by AI. Plus, insights on consumer discretionary stocks, the "degenerate economy" index, and more. Key topics include: • China's market resurgence and its implications for g

Sh!t Storm for the Bears! — China's Market Reversal, Tesla's Valuation, and OpenAI’s $150B Bet

Sep 25 2024 62 mins  
Join Howard Lindzon and the Trends with Friends crew as they dissect the broadening bull market, China's comeback, Tesla's controversial valuation, and the exponential growth of AI. Featuring insights from Michael Parekh on Apple's AI strategy and Sam Altman's bold predictions for superintelligence. Key topics covered: • The broadening bull market and outperform

Investing in the Future: AI, Pattern Breaking, and the Evolution of VC | Mike Maples Jr.

Sep 18 2024 83 mins  
Join Howard Lindzon and Michael Parekh as they dive deep into the world of venture capital with Mike Maples Jr., founding partner at Floodgate Partners. This insightful conversation covers the evolution of VC from Web 2.0 to the era of AI, the importance of pattern-breaking in startup success, and the changing dynamics of founder-investor relationships. Key topics include: • The

Four Reasons To Be Fired Up About Financials with Larry Thompson

Sep 11 2024 61 mins  
Join Phil Pearlman, JC Parets, Michael Parekh, and Larry Thompson as they dissect current market trends, from semiconductors to financials, and explore the future of AI in consumer tech. This episode covers: • The potential top in semiconductors and its implications for the broader market • Why financials are poised for outperformance in the coming months • Apple's AI str

What Election Year Means For Your Stock Portfolio

Sep 04 2024 60 mins  
Join Howard Lindzon, JC Parets, Phil Pearlman, and Michael Parekh as they dive into September market trends, the impact of AI across various sectors, and uncover hidden opportunities. This episode covers: • September seasonality and its impact on market sentiment • The broadening bull market and sector rotation • AI's influence on healthcare, robotics, and global competit

Nvidia Day Special: Charting the Future of AI and Humanoid Investing

Aug 29 2024 75 mins  
In this special episode of Trends with Friends, Howard Lindzon and Phil Pearlman are joined by a panel of experts to discuss the transformative power of AI, its implications for various industries, and investment strategies in this rapidly evolving landscape. Featuring Raja Doddala, Chris Camillo, and Michael Parekh, the conversation covers: • The current state and future potenti