Trends with Friends

Howard is joined by Katie Perry to dive headfirst into the "Degenerate Economy", a term he coined to describe the collision of speculation, vice, free time, and mobile tech. From the sin stocks of the 1980s to Robinhood, crypto, and Zyn pouches, this conversation unpacks how financial speculation has morphed into mainstream entertainment. They explore why the post-COVID world unleashed a wave of retail trading, how platforms like Twitter and Discord are the new Wild West saloons, and what it means when money becomes religion. Plus, Howard shares his own investment thesis behind the Degenerate Economy Index, including why CME, Philip Morris, and even Bitcoin make the cut. A must-watch for anyone wondering how speculation, technology, and culture are reshaping capitalism.Join Our Community! https://stocktwits.com/Sign up for our daily FREE newsletter to keep in touch with the market: https://thedailyrip.stocktwits.com/Chapters00:00 What Is the Degenerate Economy?02:45 From Booze to Zyn: Vice Meets Technology05:00 Speculation as Entertainment08:15 Why Everyone’s a Gambler Now10:00 The Missing “Risk Score” for Investors12:00 Peak Grift and the Summer of Scammers15:00 How Speculation Went Mainstream17:00 Dotcom vs Degen: Are We in a Bubble?20:30 Crypto as the New Global Religion25:00 Building the Degenerate Economy Index27:00 Philip Morris, Zyn, and Modern Vice StocksDisclaimer: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/

Howard is back with another mind-bending episode of Trends With Friends alongside Michael Parekh and special guest Jeff Park, Wall Street alum turned Bitwise crypto Jedi. From the radical rethinking of portfolio construction to the institutionalization of Bitcoin, Jeff unpacks how markets are being rewired in real time. The trio dives deep into the death of the 60/40 portfolio, the rise of Bitcoin treasury companies, the myth of the risk-free rate, and why every investor needs to grapple with global carry dynamics. Plus, they debate Elon’s Tesla troubles, BYD’s China dominance, why CME is booming, and how prediction markets and vibe coding are reshaping the next-gen financial playbook. If you care about capital markets, crypto, and the future of speculation as entertainment, don’t miss this one.Chapters00:00 Meet Jeff Park: From Wall Street to Crypto03:00 Radical Portfolio Theory Explained07:20 Why 60/40 Is Dead and the Global Carry Trade Lives10:45 The Degenerate Economy, Bitcoin Treasury Plays, and the New Risk Paradigm16:00 Institutionalization of Bitcoin, ETFs, and Self-Custody22:00 How Financial Engineering Could Break Bitcoin26:00 Prediction Markets, AI, and Speculation as Income31:00 BYD vs Tesla, Global Retail Flows, and Chart Breakdown37:00 Alpaca, APIs, and Building Brokerages for the World44:00 Vibe Coding, LLMs, and the Coming API ExplosionJoin Our Community! https://stocktwits.com/Sign up for our daily FREE newsletter to keep in touch with the market: https://thedailyrip.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/about/legal/terms/

Howard is back with a jam-packed episode of Trends With Friends featuring the first guest of summer, longtime friend and inception-stage VC killer, Ed Sim of Boldstart Ventures. From the death of moats to the rise of AI-native founders, Ed breaks down the absurd speed of today’s startup landscape and why VCs must now be part therapist, part operator, and part AI-optimist. The trio (Howard, Michael Parekh, and Ed) cover why founders are ditching the old playbooks, how big tech is strip-mining startups for talent, and why infrastructure is the name of the game. Plus, deep dives into BYD vs Tesla, the “Autonomous Enterprise,” vibe coding, degenerate economies, and how Alpaca is building the brokerage rails for the rest of the world. If you care about the future of capital markets, startups, and where the next great returns will come from, don’t miss this one.Where to find our guests: Howard Lindzon - https://stocktwits.com/howardlindzonMichael Parekh - https://stocktwits.com/MParekhEd Sim - https://x.com/edsimJoin Our Community! https://stocktwits.com/Sign up for our daily FREE newsletter to keep in touch with the market: https://thedailyrip.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/about/legal/terms/

In this candid interview, Vlad Tenev, co-founder and CEO of Robinhood, sits down with Howard Lindzon to reflect on the remarkable journey from a startup idea to a $40 billion company reshaping investing. Vlad recounts Robinhood’s early days—pivoting from high-frequency trading software to mobile-first commission-free investing—and the challenges of fundraising and navigating regulation when no one wanted to back a brokerage startup.The conversation dives into pivotal moments: the explosive growth after Robinhood’s waitlist launch, the GameStop crisis, and steering the company through intense public scrutiny during the COVID era. Vlad opens up about the evolution of his role as CEO, from scrappy founder to leading a 3,000-person company, and shares why his passion remains rooted in building new products—from prediction markets to digital banking.With reflections on competition, leadership, and the future of fintech, this discussion offers a rare inside look at the highs and lows of building one of the most influential platforms in modern finance.#Robinhood #VladTenev #StartupJourney #Fintech #Investing #Leadership #GameStop

📉 China Trade Collapse, Market Confusion, and the Degenerate Economy on Full DisplayJoin Howard Lindzon, Phil Pearlman, Tom Bruni, and Michael Parekh for a live episode from New York as the Trends With Friends crew breaks down an insane week in the markets, rising global tariffs, and why uncertainty is the only certainty. From container ships stopping cold to Canada’s political shock, Amazon pushing back on tariffs, and traders stuck between delusion and reality, it’s a masterclass in behavioral finance, policy risk, and staying sane through the chaos. Plus: Apple earnings, the most interesting chart in the world, and the rise of the degenerate economy.📍 Recorded live from New York City at Witz podcast studios in affiliation with The Stand🎙️ Hosted by the Trends With Friends crew🔑 Presented by StocktwitsKey Topics Covered:🚢 China Trade Crash – Container departures to the U.S. plunge as tariffs bite📉 The New Smoot-Hawley? – How Trump’s global 10% tariff threat is freezing trade🇨🇦 Canada’s Surprise Election – Why markets are ignoring a political shift at our border📊 Delusion vs. Reality – Behavioral breakdowns as markets bounce hard off the VIX 60 lows📈 Zweig Breadth Thrust vs. Financial Crisis Echoes – Which side wins?🛒 Amazon Adds Tariff Warnings – Retailers brace for the supply chain backlash🏦 Small Cap Struggle – Why the real damage might be happening in companies no one sees🥇 The Degenerate Economy Kit – From LA Golf to Manscape giveaways at the Cash Tag Awards💬 Why Being Honest Isn’t Partisan – A riff on politics, finance, and staying realSlides: https://docs.google.com/presentation/d/e/2PACX-1vSpwlTNeQ0Gh8N4XZaXn9PRMl8gLn27H9K_1pM1PE4ZSqDrmjTfin08eeSqm0Pg45VCSEVK5IdAXADM/pub?start=false&loop=false&delayms=3000Chapters00:00 Introduction and Setting the Stage10:25 Market Trends and Economic Indicators19:13 Investor Behavior and Market Psychology27:12 Earnings Reports and Corporate Responses35:42 The Impact of Tariffs on Retailers38:14 Earnings Season Insights42:37 Market Reactions and Analyst Expectations46:39 The State of American Brands50:51 Apple's Supply Chain Challenges59:29 Antitrust Issues in Tech01:06:29 Final Thoughts and Call to ActionWhere To Find Howard and Friends:• Howard - https://stocktwits.com/howardlindzon• Phil - https://stocktwits.com/ppearlman• Michael Parekh - https://stocktwits.com/MParekh• Tom Bruni - https://stocktwits.com/BruniChartingDisclaimer: 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/

Join Howard Lindzon, Phil Pearlman, Michael Parekh, and special guest Jeff Richards (GP at Notable Capital, $10B AUM) as they break down the chaos of today’s markets and the long-term promise of AI and American innovation. From Tesla’s fading dominance and the flood of Chinese EVs, to self-driving disruption, the flight from U.S. assets, and even betting on the next Pope—the crew covers it all. A full-spectrum conversation on growth, degeneracy, macro risk, and why patience may be the sharpest tool in your portfolio.📅 Recorded April 22nd, 2025🎙️ Special Guest: Jeff Richards, General Partner at Notable Capital🔑 Brought to you by Stocktwits Slides: https://docs.google.com/presentation/d/e/2PACX-1vSIU7WPtLf4q3-e5KYUO6KUTCyRsXL4_vWCdKukc7nwsVt3p1_1UcC2cFLdCCZCF3UQB97ceU1a0zmO/pub?start=false&loop=false&delayms=3000🚘 Tesla vs. the World – EV competition, declining sales, and used Teslas piling up🤖 AI Is Still Early – Why VCs are long on infrastructure and private innovation📉 Are We in a Self-Inflicted Recession? – The real risk behind rising tariffs and policy chaos📈 The Case for Long-Term Optimism – Why the innovation cycle will outlast the headlines📊 Buffett's Cash & the Waiting Game – What Warren’s $300B war chest signals📉 Flight to Europe? – Why European banks are quietly surging🧠 Behavioral Finance 101 – The power of patience, planning, and not panic-selling🎰 The Degenerate Economy Lives – Robinhood betting, Kalshi markets, and 14-year-olds betting on WNBA💡 Will the Next Pope Be Pietro? – Yes, that’s an actual market on KalshiWhere To Find Howard and Friends:• Howard - https://stocktwits.com/howardlindzon• Phil - https://stocktwits.com/ppearlman• Michael Parekh - https://stocktwits.com/MParekh• Jeff Richards - https://x.com/jrichliveDisclaimer: 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/

📉 The Dumbest Bear Market Ever, Vitalik’s Journey, and the Rise of SolanaJoin Howard Lindzon, Phil Pearlman, Michael Parekh, Tom Bruni, and special guests Chris Temple and Zach Ingrasci—creators of The Ethereum Story—for a jam-packed episode exploring macro madness, market sentiment, and crypto’s conflicted future. From record bearishness and VIX spikes to what Vitalik Buterin’s life really says about decentralization, the crew unpacks the psychology of investors, the global AI race, and the business of storytelling in a fragmented media landscape.📅 Recorded live on April 15th, 2025🎥 Special Guests: Chris Temple & Zach Ingrasci, Directors of Vitalik and the Ethereum Story🔑 Brought to you by StocktwitsKey Topics Covered:📉 Net New Lows Soar – Why market breadth has cratered to historic levels🇨🇳 China's Tech Ascendancy – The US is losing the AI war and supply chain battle🌐 The Tariff Effect – How policy chaos is dragging down AI, semis, and consumer tech🧠 Vitalik vs. Elon – Why Ethereum’s creator is nothing like other tech founders🎥 Making Movies in Web3 – How Vitalik’s film was crowdfunded through NFTs🚀 Solana Surges – What its outperformance means for Ethereum’s future🧘‍♂️ Fitness, Fear & the Social VIX – How sentiment data is shaping trading strategies🏌️‍♂️ Rory’s Redemption at The Masters – A lesson in grit for every investorSlides: https://docs.google.com/presentation/...Chapters00:00 Introduction and Guest Introductions08:07 Market Trends and Analysis21:07 The Vitalik Movie and Its Themes42:21 The Current Landscape of Documentary Filmmaking48:21 The U.S.-China Tech Battle01:03:40 The Role of AI in Film and Media01:14:06 Lessons from the Masters: Grit and ResilienceWhere To Find Howard and Friends:• Howard - https://stocktwits.com/howardlindzon• Phil - https://stocktwits.com/ppearlman• Michael Parekh - https://stocktwits.com/MParekh• Tom Bruni - https://stocktwits.com/BruniCharting• Chris Temple - https://x.com/Christemple8• Zach Ingrasci - https://x.com/zachingrasciDisclaimer: 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/te...

Join Howard Lindzon, Phil Pearlman, Michael Parekh, and special guest Tom Bruni from Stocktwits for one of the most explosive episodes yet. They unpack the “stupidest market crash ever,” the impact of tariffs, the chilling effects on AI innovation, and why the U.S. is suddenly operating like QVC in the ‘90s. With charts, rants, and raw insight, this episode cuts deep into the behavioral finance chaos, the degenerate economy, and what comes next for markets, startups, and the global tech race.📅 Recorded live on April 8th 2025🎙️ Special Guest: Tom Bruni, StocktwitsSlides from the show - https://docs.google.com/presentation/...📉 The Stupidest Crash Ever – A manmade mess with no clear plan and devastating ripple effects📊 Social VIX vs. Real VIX – How crowd fear peaked before the volatility spike🇺🇸 Tariff Fallout – Why America just gifted China a 5-year tech lead🔧 Small Biz Pain – From Manscaped to LA Golf, rising costs hit the real economy🧠 AI Setback of the Decade – How tariffs destroy compute budgets & global R&D🏛️ “Kiss the Ring” Capitalism – A takedown of how access to DC is warping innovation📈 When to Buy During Panic – Why VIX 45 creates opportunity—but only with a plan🧘‍♂️ Fitness Alpha for Traders – How staying healthy improves your market performanceChapters00:00 Introduction and Welcome06:07 Market Overview and Stock Market Crash Discussion11:14 Impact of Market Volatility on Main Street14:50 Behavioral Economics and Political Commentary18:31 Volatility Index and Social VIX Analysis33:31 Macro Charts and Market Predictions37:36 Market Uncertainty and Emotional Resilience43:01 Global Market Perspectives and Risk Management50:20 Understanding Economic Signals and Recession Fears54:37 The Impact of Tariffs on Technology and AI01:06:49 Navigating Investment Strategies in a Volatile EnvironmentWhere To Find Howard and Friends:• Howard - https://stocktwits.com/howardlindzon• Phil - https://stocktwits.com/ppearlman• Michael Parekh - https://stocktwits.com/MParekh• Tom Bruni - https://x.com/BruniChartingDisclaimer: 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/te...

CoreWeave, AI Hype Cycles, and the New IPO CircusJoin Howard Lindzon, Phil Pearlman, Michael Parekh, and special guest Daniel Attia for a no-holds-barred breakdown of the tech industry's latest structured spectacle: CoreWeave. From dissecting shady IPO mechanics and AI-fueled financial engineering to the bigger questions about U.S. equity markets, public trust, and Nvidia’s mega-run, this episode of Trends With Friends rips the curtain off the sausage factory of Wall Street.Whether you're a savvy investor, startup founder, or just trying to figure out WTF is going on in the economy, this episode is your public service announcement: you're on your own out here.📅 Recorded live on March 25th, 2025🎙️ Special Guest: Daniel Attia (a.k.a. "Disco Dan")🔑 Brought to you by StocktwitsSlides: https://docs.google.com/presentation/d/e/2PACX-1vSgyTN0ziFs6icQhfXDQm7RsvOnuxlruhAt1o-twKFi9AI98o1Ae4HXZhuUF_SDkSzqV-5gqVETVXhN/pub?start=false&loop=false&delayms=3000&slide=id.g3337970ddf7_0_52Key Topics Covered:💥 Inside the CoreWeave IPO – Is this Ocean’s 15 or the Big Short sequel?📉 Newsmax vs. CoreWeave – How meme stocks and hate-fueled media are crushing legit AI IPOs📊 The IPO Market’s Hangover – Why most recent IPOs are underwater🌐 U.S. vs The World – America’s equity markets just had their worst global quarter since 1988🚀 Elon’s Financial Magic – X, Tesla, and the restructuring of an empire📚 Why Nobody Reads the S-1 – And why you absolutely should📉 ZIRP’s Long Shadow – Broken companies built on zero-rate delusions🤖 Where AI Should Go – Healthcare, education, and the coming productivity revolutionChapters00:00 Welcome to Trends with Friends05:02 Diving into CoreWeave08:06 Analyzing CoreWeave's Financial Structure11:13 The Role of Major Players in CoreWeave13:58 Understanding the Debt and Equity Dynamics17:05 Comparing CoreWeave to Other Market Trends20:06 The Implications of CoreWeave's IPO23:00 The Broader Market Context25:57 Final Thoughts on Market Trends27:41 Self-Reliance in a Competitive World28:48 The Reality of Investment Risks30:32 Understanding Market Dynamics32:05 The State of IPOs and Market Trends34:18 Analyzing the IPO Market Hangover37:38 Quarterly Performance and Global Comparisons39:06 Historical Market Reflections41:19 The Role of Government in Innovation43:17 AI's Impact on Future Markets48:18 Musk's Super App Vision55:30 The Future of Musk's Ventures Where To Find Howard and Friends:• Howard - https://stocktwits.com/howardlindzon• Phil - https://stocktwits.com/ppearlman• Michael Parekh - https://stocktwits.com/MParekh• Daniel Attia - https://x.com/hereforElonDisclaimer: 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/

🧠 Betting on AI, the Rise of Gambling.com, and the Degenerate Economy IndexJoin Howard Lindzon, Phil Pearlman, Michael Parekh, and special guest Charles Gillespie, CEO of Gambling.com, for a high-stakes episode diving into the future of gambling, regulation, AI, and the global economy. From online betting and affiliate marketing to Nvidia’s chip roadmap and Apple’s AI moment, the crew explores how technology and degeneracy collide to shape new markets—and how the U.S. is playing catch-up to Europe.📅 Recorded live on March 25th, 2025🎙️ Special Guest: Charles Gillespie, CEO of Gambling.com🔑 Brought to you by StocktwitsSlides: https://docs.google.com/presentation/...Key Topics Covered:🎲 The Degenerate Economy Index – Why DraftKings, AI, and online betting define this moment💰 Inside Gambling.com – A cash-flow machine with 40% margins and global reach🇺🇸 Why the U.S. Is Still Behind – Online gambling regulation lags far behind Europe📈 From Dorm Room to Nasdaq – Charles’ founder story and how they scored Gambling.com📊 Data & AI in Gambling – How AI is transforming betting platforms and internal ops🎯 Subscription Revenue Moves – Why they’re betting big on recurring B2C & B2B income🚨 Nvidia’s GTC Takeaways – What Jensen Huang revealed about the future of AI hardware🍳 Eggflation is Over? – Plus, a real-time egg price check straight from HoustonChapters00:00 Introduction to the Degenerate Economy Index07:03 Understanding Social Sentiment and Price Volatility12:35 The Evolution of Gambling.com and Its Business Model19:15 The Degenerate Seven Index and Market Dynamics27:59 The Future of Online Gambling in the U.S.35:56 Reflections on the Chinese Gambling Market38:16 The U.S. Gambling Landscape: A Historical Perspective42:11 Navigating the IPO Journey: Challenges and Triumphs46:33 The Future of Decentralized Gambling48:32 Harnessing AI in Gambling: Innovations and Applications52:53 Revenue Models in Gambling: Subscription vs. Affiliate01:01:03 The Role of AI in Business Strategy and Market DynamicsWhere To Find Howard and Friends:• Howard - https://stocktwits.com/howardlindzon• Phil - https://stocktwits.com/ppearlman• Michael Parekh - https://stocktwits.com/MParekhDisclaimer: 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/te...

Join Howard Lindzon, Phil Pearlman, Michael Parekh, and special guest Yoshi Yokokawa, CEO of Alpaca, as they break down the latest market chaos. From Tesla’s freefall and China’s electric vehicle dominance to AI’s growing role in fintech, this episode explores the future of investing, trading, and globalization. Yoshi shares insights on Alpaca’s mission to power the next wave of brokerage innovation, the impact of de-globalization, and why APIs are revolutionizing global finance.📅 Recorded live on March 11, 2025🎙️ Special Guest: Yoshi Yokokawa, CEO of Alpaca🔑 Brought to you by StocktwitsSlides: https://docs.google.com/presentation/d/e/2PACX-1vQzpJNZ0hEsF8a0elGy5OM9_K1BSFgy50yONL6kcfIRgwb-TOwP9uQ7wCxj0BqqgPMX_V_vhuTjYYva/pub?start=false&loop=false&delayms=3000&slide=id.g3337970ddf7_0_52Key Topics Covered:🚀 Tesla’s Fall from Grace – Why BYD is surging while Musk’s brand struggles📉 The Lag 7 Selloff – Tech’s biggest names face a brutal correction🌏 De-globalization vs. Global Trading – Why retail investors worldwide still want US stocks🤖 Vibe Coding & AI in Finance – How AI-driven APIs are changing the game💸 The Degenerate Economy Thrives – Why derivatives, crypto, and risk-taking are booming🔮 Nvidia’s Next Move – What Jensen Huang’s latest keynote means for AI dominanceChapters:00:00 Welcome to Kyoto: A Culinary Journey05:19 Stocktwits and the Cashtag Awards08:31 Market Trends: The Lag 7 and Tesla's Downfall12:13 Global Market Sentiment: Insights from Japan18:34 Tesla vs. BYD: The Battle for EV Supremacy29:56 The Future of EVs: Competition and Market Dynamics32:06 Crony Capitalism and Market Integrity32:53 Alpaca: Revolutionizing Brokerage Infrastructure35:19 Global Fintech Partnerships and Investments36:50 The Power of Local Entrepreneurs in Fintech38:13 US Market Dynamics and Global Perspectives39:06 De-globalization vs. Global Connectivity40:49 The Role of APIs in Financial Services44:25 AI and the Future of Trading45:53 Trends in Options and Crypto Markets49:27 Understanding the Degenerate Economy52:37 Vibe Coding: The Future of Programming01:01:26 Market Insights and Future PredictionsWhere To Find Howard and Friends:• Howard - https://stocktwits.com/howardlindzon• Phil - https://stocktwits.com/ppearlman• Michael Parekh - https://stocktwits.com/MParekh• Yoshi Yokokawa - https://x.com/iyoshyoshiDisclaimer: 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/tehttps://stocktwits.com/about/legal/terms/

Join Howard Lindzon, Phil Pearlman, Michael Parekh, and special guest Luca Netz, CEO of Pudgy Penguins, for an episode packed with market chaos, crypto shake-ups, and the future of AI and branding. The crew dives deep into the Pudgy Penguins phenomenon, the massive shift away from US growth stocks, and how deglobalization is reshaping financial markets. Luca shares firsthand insights on navigating crypto’s wild swings, his take on Trump’s meme coin frenzy, and why community-driven brands like Pudgy Penguins are leading the next wave of digital culture.📅 Recorded live on March 11th, 2025🎙️ Special Guest: Luca Netz, CEO of Pudgy Penguins🔑 Brought to you by StocktwitsSlides: https://docs.google.com/presentation/...Key Topics Covered:US Growth Stocks Get Smoked: Why institutional money is flowing into European marketsPudgy Penguins & The Power of Web3 Branding: How Luca is building a billion-dollar brandThe Trump Crypto Grift: Why the meme coin hype tested the entire market’s liquidityCrypto’s First Big Margin Call Moment: What it means for Solana, NFTs, and Web3 adoptionThe Social VIX Hits New Highs: Why retail investors are more bearish than during COVIDAI’s Next Wave: Who wins between OpenAI, Google Gemini, and Musk’s Grok?Why Traditional Social Feeds Are Dying: How creators and communities must adaptEscaping the Doomscroll: The importance of tuning out and re-engaging with the real worldChapters00:00 Welcome and Market Overview04:05 Cashtag Awards Announcement06:13 Market Sentiment and Price Behavior10:32 Global Market Trends and Institutional Money15:47 Crypto Market Insights and Volatility20:14 Personal Experiences with Margin Calls26:21 Impact of Political Events on Crypto30:07 Future of Crypto and Market Predictions34:59 Navigating the Crypto Landscape35:47 Building a Global IP Brand39:05 Community and Demographics of Pudgy Penguins40:44 Company Culture and Remote Work42:17 Integrating AI into Business45:36 Branding in the Crypto Space47:56 Funding Strategies in Crypto49:09 The Evolution of AI and Consumer Trust52:23 The Future of AI and Human Creativity01:02:15 Addressing Bots and Community EngagementWhere To Find Howard and Friends:• Howard - https://stocktwits.com/howardlindzon• Phil - https://stocktwits.com/ppearlman• Michael Parekh - https://stocktwits.com/MParekh• Luca Netz - https://x.com/LucaNetzDisclaimer: 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/

Join Howard Lindzon, Michael Parekh, Phil Pearlman, and special guest Lewis Johnson (CIO of Capital Wealth Advisors) as they tackle the seismic shifts shaking up global markets. This episode of Trends with Friends covers everything from peak degeneracy in stocks to the rise of de-globalization, gold’s record-breaking rally, and the brewing economic chaos under Trump & Musk’s influence. The crew unpacks how defense stocks in Europe are soaring, why Waymo is taking over self-driving, and how investors should prepare for a world that looks nothing like the past decade.📅 Recorded live on March 2025🎙️ Special Guest: Lewis Johnson, CIO of Capital Wealth Advisors🔑 Brought to you by StocktwitsSlides: https://docs.google.com/presentation/...Key Topics Covered:Social VIX Hits All-Time High: Why retail investors are more fearful than everGold’s Explosive Run: What a 40% rally means for markets & why it’s only happened 5% of the timeDe-Globalization is Here: How tariffs, rare earths, and supply chain chaos are reshaping the economyEuropean Defense Stocks Boom: Why countries are rushing to rearm & how investors can play the trendThe Degenerate Economy Update: Tesla, Solana, Robinhood & DraftKings are getting hammered—what’s next?Waymo’s Self-Driving Takeover: How Google is making Uber & DoorDash nervousAI & Tech’s Uncertain Future: Nvidia, semiconductors, and whether the Mag 7 can still leadTrump & Musk’s Market Disruption: How their influence is rattling investors & reshaping financeChapters00:00 Introduction to Trends and Current Market Sentiment06:09 The Launch of Social VIX and Its Implications19:36 Understanding De-Globalization and Its Impact on Investments31:17 Gold as a Safe Haven in a Changing World41:46 Investing for the Future: A Long-Term Perspective44:46 Navigating Market Trends: The Importance of Discipline47:56 The Changing Landscape: Opportunities in Global Markets52:42 Identifying Winning Investments: The Role of Research57:48 The Shift in Market Dynamics: Embracing New Opportunities01:01:44 The Future of Technology: AI and Market Adaptation01:07:29 Waymo and the Future of Transportation01:18:57 Self-Reliance in a Changing World: A Personal ApproachWhere To Find Howard and Friends:• Howard - https://stocktwits.com/howardlindzon• Phil - https://stocktwits.com/ppearlman• Michael Parekh - https://stocktwits.com/MParekh• Lewis Johnson - https://x.com/TrendsTailRisksDisclaimer: 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/

Join Howard Lindzon, Michael Parekh, Phil Pearlman, and special guests Adeniyi Abiodun (Co-Founder of Mysten Labs and Sui) and Shomik Ghosh (Investor at Boldstart Ventures) for a jam-packed episode of Trends with Friends. This week, the crew dives into the wild world of crypto, AI, and global markets. From peak degeneracy in stocks like Tesla, Palantir, and Solana to Sui's rise in Web3 and why cybersecurity is more critical than ever, this episode has it all. Plus, insights on Nvidia’s dominance, the next wave of Web3 consumer apps, and the geopolitical risks shaping the economy.📅 Recorded live on February 25th, 2025🎙️ Special Guests: Adeniyi Abiodun, Co-Founder of Mysten Labs (Sui) & Shomik Ghosh, Investor at Boldstart Ventures🔑 Brought to you by StocktwitsKey Topics Covered:Peak Degeneracy? Why stocks like Tesla, Palantir, and Solana are crashingCrypto Security Risks: What the $1.5 billion Lazarus hack means for Web3Sui’s Growth Story: How Sui is building the next generation of digital ownershipAI’s Next Wave: Why infrastructure is the key and Nvidia is still the Boeing of GPUsGlobal Tariff Wars: How rising protectionism could reshape tech and retailDefense Stocks Are Booming: Why Rheinmetall, Leonardo, and BAE Systems are breaking outInvesting in Uncertain Times: How to stay sane and spot trends with no friends Chapters00:00 Opening 03:24 Introduction to Trends and Guests06:21 Market Trends and Mini Crashes09:15 The Degenerate Economy and Its Implications12:31 Technological Acceleration and Volatility15:22 The Impact of Tariffs and Global Relations18:29 Building in the Crypto Space: SWE and Walrus21:24 Navigating the FTX Fallout25:35 Security Challenges in Crypto and Technology31:24 The Future of Security in a Digital World40:18 The Evolving Threat Landscape42:06 Economic Impacts of Tariffs43:38 Retail Giants: Amazon vs. Walmart47:25 The Future of AI and Nvidia55:13 Navigating the AI Ecosystem01:01:24 The Commoditization of AI Models01:03:56 Trends in National Defense SpendingToday's episode is presented by Mysten Labs, developers of Sui: https://www.mystenlabs.com/Add Sui.X to your Stocktwits Watch List: https://stocktwits.com/symbol/SUI.XWhere To Find Howard and Friends:• Howard - https://stocktwits.com/howardlindzon• Phil - https://stocktwits.com/ppearlman• Michael Parekh - https://stocktwits.com/MParekh• Adeniyi Adbiodun - https://x.com/EmanAbio• Shomik Ghosh - https://x.com/shomikghosh21Disclaimer: 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/

Join Howard Lindzon, Michael Parekh, and special guest Joe McCann, founder of Asymmetric, for a deep dive into the intersection of crypto, trading, and digital assets. This episode of Trends with Friends explores the explosive rise of DraftKings as the ultimate betting super app, the future of peer-to-peer crypto trading, and why China’s tech revival with Alibaba and AI innovation is reshaping global markets. Joe shares insights from the front lines of the digital assets world, highlighting the Trump meme coin frenzy, Solana’s resilience, and the next wave of Web3 consumer apps that will hide crypto under the hood for mass adoption.📅 Recorded live on February 2025🎙️ Special Guest: Joe McCann, Founder & CIO of Asymmetric🔑 Brought to you by StocktwitsSlides: https://docs.google.com/presentation/d/e/2PACX-1vQy1zBIhcaZuyKDbPbz93BoWY43TZRAjvI9LW1cZdFXulSiYuhMcwEP4WxpwDUmrya7PJQTpPWiwVKa/pub?start=false&loop=false&delayms=3000&slide=id.g3337970ddf7_0_52Key Topics Covered:DraftKings’ Breakout Moment: From sports betting to financial super appPeer-to-Peer Trading & Crypto Wallets: The next big thing in fintechTrump Meme Coin Mania: What it revealed about blockchain infrastructureAlibaba’s Comeback: China’s tech power play with AI & AppleSolana’s Resilience: Why it remains a top blockchain for trading appsWeb3 Consumer Apps: Why the future of crypto is invisible to the userRegulation & Institutional Adoption: How banks & ETFs are changing crypto foreverChapters00:00 Introduction to Joe McCann and Asymmetric Investments05:51 Navigating the Crypto Landscape10:08 The Evolution of Gambling and Speculation14:10 The Rise of Stablecoins and Their Impact18:10 Copy Trading and Innovations in Crypto21:03 Alibaba's Resurgence and China's Tech Landscape27:12 The Global Shift in Tech Markets30:24 Nvidia's Role in AI and Global Tech Dynamics34:51 Geopolitical Implications for US Tech Companies37:49 The Impact of US-China Relations on Tech Companies39:44 The Future of Software and Consumer Apps41:51 Investment Trends in Crypto Infrastructure45:50 Innovative Consumer Applications in the Crypto Space48:50 The Growing Demand for AI Infrastructure51:18 The Shift in Consumer Preferences in China53:54 The Dichotomy of Institutional and Retail Crypto Markets01:01:33 Regulatory Landscape and Its Impact on Crypto LiquidityWhere To Find Howard and Friends:• Howard - https://stocktwits.com/howardlindzon• Michael Parekh - https://stocktwits.com/MParekh• Joe McCann - https://x.com/joemccannDisclaimer: 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/

Join Howard Lindzon, Michael Parekh, Phil Pearlman, and special guest Jimmy Hoselton, founder of Grass Clippings, as they break down the massive shift in golf, AI, and global tech power dynamics. From YouTube golfers outshining PGA pros to Apple cutting a game-changing AI deal with Alibaba, this episode of Trends with Friends is packed with insights on the creator economy, sports entertainment, and the geopolitical chess match unfolding between the U.S. and China.📅 Recorded live on February 2025🎙️ Special Guest: Jimmy Hoselton, Founder of Grass Clippings🔑 Brought to you by StocktwitsCharts:https://docs.google.com/presentation/...Key Topics Covered:The YouTube Golf Revolution: Why Grass Clippings is reshaping the gamePalantir’s meteoric rise: Government ties, meme status & AI expansionApple’s strategic AI play with Alibaba: What it means for U.S.-China tech powerElon vs. Sam Altman: The AI War EscalatesChina’s DeepSeek AI shockwave: A Sputnik moment or a bigger game-changer?New York Times and the Trump Effect: Why its stock just tankedTopgolf’s Decline: What happened to the supposed future of golf?Chapters00:00 Introduction and Setting the Stage04:32 The Evolution of Golf and New Trends09:53 Grass Clippings and the Future of Golf18:04 The Intersection of Golf and Gaming25:54 Branding and the New Era of Golf28:03 Transition to AI and Tech Discussion38:07 The Chess Game of AI and Self-Driving Cars46:12 Navigating US-China Relations54:15 China's Rise in AI and Engineering Talent01:01:38 The Future of AI and Market DynamicsWhere To Find Howard and Friends:• Howard -https://stocktwits.com/howardlindzon• Phil -https://stocktwits.com/ppearlman• Michael Parekh -https://stocktwits.com/MParekh• Jimmy Hoselton -https://x.com/GrassLeagueDisclaimer: 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/

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/

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:

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/

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/