Trends with Friends – Détails, épisodes et analyse

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/

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/

On Episode 13 of Trends with Friends — HODLing in MIA, AI Deserves the Attention, Working Trends, The Schwab of the Degenerates and more.

Chapters

Intro (0:00)

HODLing in MIA (0:29)

AI Entered the Chat, Nobody Cares about Crypto (1:01)

How Good is Midjourney? Howard Downloads Discord (2:14)

Does Anyone Use MetaMask? (2:51)

Builders Need to Build (3:54)

Midjourney is Interesting (4:33)

JC is in the House (5:48)

Chart Art — Small Caps (8:08)

Consolidating Industrials? (9:35)

Financials Hold 30 (10:58)

Howard’s State of the Market (11:24)

It’s More Than A “5 Stock Market” (13:16)

The Bull Market Is Almost 1 (17:00)

If The Economist Thinks “Peak China..?” (19:05)

Phil Day Trades (20:00)

“I’m Degenerate” (21:00)

Persistent Negativity (21:17)

AI Deserves Attention (22:11)

Bitcoin + Tech (23:33)

LVMH All-Time Highs, NBAs French First Pick? (26:32)

What’s Happening In Miami (28:36)

Dorsia Dining (28:59)

DraftKings, Schwab of the Degenerates (30:18)

Working Trends (32:34)

Catering to the Mass is a Sh!t Business (34:20)

Links

Howard’s Blog — https://www.howardlindzon.com/

JC’s Blog — https://allstarcharts.com/blog/

Pearl’s Prime Cuts — https://primecuts.substack.com/

Riley’s Blog — https://rosebee.beehiiv.com/

Follow Us on Twitter

Howard Lindzon — https://twitter.com/howardlindzon

JC Parets — https://twitter.com/allstarcharts

Phil Pearlman — https://twitter.com/ppearlman

Riley Rosebee — https://twitter.com/be_rosebee

On Episode 12 of Trends with Friends — Howard Lindzon, JC Parets, Phil Pearlman and Riley Rosebee review Developed and Emerging Markets 52-Week Highs, Pessimistic Speculators, Strength in Tech, San Diego v Scottsdale, National Golf Day and more. 

Chapters

Intro (0:00)

Where’s Howard? (0:08)

Steaks in Scottsdale (0:20)

Chart Art (2:16)

52-Week Highs, Emerging Markets (2:30) 

Developed Markets Drawdown (2:55)

Small-Caps Return to the Scene of the Crime (4:30)

Strength Within Small-Caps (8:10)

$OSIS Base (9:20)

Pessimistic Speculators (10:17)

Short Sellers Are Guaranteed Buyers (11:22)

National Golf Day (15:10)

Howard is Here! (17:33)

Chart Art, TLDR (18:44)

Howard’s Quick Take (19:40) 

Strength in Select Tech (21:33)

Kids Like AI (22:55) 

Microsoft, AI, Crypto? (25:35)

Market Leadership (26:58)

Price Discovery (29:05) 

Follow Smart People (30:22)

Casino Check-Up (32:07)

$PENN Plummets (32:50)

San Diego v Scottsdale (37:23)

Links

Howard’s Blog

JC’s Blog

Pearl’s Prime Cuts

Riley’s Blog

Follow Us on Twitter

Howard Lindzon

JC Parets

Phil Pearlman

Riley Rosebee

On Episode 11 of Trends with Friends — Howard Lindzon, JC Parets, Phil Pearlman and Riley Rosebee review the Great American Trend, the Gold Rush, 1-Year Highs, Apple vs. LVMH, Phil’s Fed Day Play and more.

Chapters

Intro (0:00)

Welcome Back (0:11)

Chicks Dig Scars (1:21)

Tech Investors’ Technical Difficulties (2:35)

Chart Art (3:40)

1-Year Highs, Nasdaq + S&P 500 (4:20)

Equally-Weighted Sector Performance (4:36)

Financials (6:11)

Phil’s Evergreen Fed Day Play (9:15)

The Gold Rush (10:40)

Gold Around the World (10:58)

The Longest Days of the Year (12:40)

Morning Sun (14:17)

The Surge In Sugar (17:20)

America’s Apple (19:33)

Microsoft Moves on AI (20:40)

Apple’s AI Play (21:42)

France (22:50)

Avoid — Shoulda, Coulda, Woulda (25:00)

America is Underperforming (27:10)

Apple vs. LVMH (30:00)

Banks Consolidate (31:00)

How to Invest in AI (32:40)

The State of VC (32:49)

Homebuilders At Highs (38:42)

The People of Walmart (42:00)

One More Chart (43:26)

Links

Howard’s Blog — https://www.howardlindzon.com/

JC’s Blog — https://allstarcharts.com/blog/

Pearl’s Prime Cuts — https://primecuts.substack.com/

Riley’s Blog — https://rosebee.beehiiv.com/

Follow Us on Twitter

Howard Lindzon — https://twitter.com/howardlindzon

JC Parets — https://twitter.com/allstarcharts

Phil Pearlman — https://twitter.com/ppearlman

Riley Rosebee — https://twitter.com/be_rosebee

On this episode of Trends with Friends — Howard Lindzon, JC Parets, Phil Pearlman and Riley Rosebee review the State of the Markets, The Masters, Howie’s Breakout Trick, AIR and more!

Chapters

Intro (0:00)

Howard Hates the Show (1:05)

Welcome Back (1:55)

JC’s Country Club (2:13)

JC + Phil Missed a Great Event (3:35)

Who’s Chamath? (4:40)

The Chubby Vegan (5:10)

The State of the Market (6:40)

Howard Lindzon is Right (8:40)

Chart Art — Financials + Small Caps (8:58)

Laggards Catch the Leaders (11:14)

The Rolling Recession (12:55)

Risk Reduction (13:45)

Going for Gold (14:30)

Gold’s Record High (15:38)

Gold + Silver Shine Bright (17:03)

Health Care Catch Up (18:26)

Merck (19:15)

CBOE (20:05)

Howie’s Breakout Trick (21:33)

IBKR (21:46)

It’s Been a Bull Market (22:55)

Masters Week — The Par 3 Contest (23:22)

Shoutout OOFOS (27:05)

Americans Will Copy Louis Vuitton (28:32)

DSTNC Preview (28:59)

Phil’s Summer Reading Recommendations (31:35)

“AIR” Review (37:20)

Masters Picks (42:16)

Links Mentioned

The Masters

Stocktwits

DSTNC

AIR | Official Trailer

OOFOS

Just Keep Buying

The Richest Man In Babylon

Shoe Dog: A Memoir by the Creator of NIKE

How I Made $2,000,000 in the Stock Market

Howard’s Blog

JC’s Blog

Pearl’s Prime Cuts

Riley’s Blog

Follow Us on Twitter

Howard Lindzon

JC Parets

Phil Pearlman

Riley Rosebee

On this episode of Trends with Friends — Howard Lindzon, JC Parets, Phil Pearlman and Riley Rosebee review the confluence of degeneracy and machines, AI Applications, Great Technology is First a Toy, the State of the Market and more!

Please leave us a like or comment if you enjoy the show.

Chapters

Welcome (0:00)

Intro (0:05)

JC’s Basketball and Wine Night (1:22)

Not Medical Advice (1:49)

Chart Art (2:21)

US Dollar x Short S&P 500 (2:57)

Shoutout to Howard Lindzon (4:53)

The Bull Steepener (6:28)

No Flight to Safety (8:00)

The World Didn’t End (9:59)

Every Cycle is Different (11:15)

Phil’s Spike Take (13:11)

Novo Nordisk (13:34)

Weight Watchers is Down Bad (15:48)

McDonalds $200B Market Cap (17:25)

The Degenerate Economy (18:09)

Cal-Maine Foods Flies Near ATHs (20:25)

Around the Horn on AI (21:15)

AI is Cheap (22:22)

The Confluence of Degeneracy and Machines (24:25)

JC’s AI Applications (26:40)

Great Technology is First a Toy (28:42)

Nasdaq 7-Month Highs (30:48)

Semiconductors are Strong (31:28)

Entrepreneurship + AI (35:11)

Foster Your Closest Relationships (35:58)

More Links

Wallstrip’s Mad Advice — https://youtu.be/d3OgvQ0cxjE?t=104 

The Next Big Thing Will Look Like A Toy — https://cdixon.org/2010/01/03/the-next-big-thing-will-start-out-looking-like-a-toy

Howard’s Blog — https://www.howardlindzon.com/  

JC's Blog — https://allstarcharts.com/blog/  

Pearl’s Blog — https://primecuts.substack.com/  

Riley’s Blog — https://rosebee.beehiiv.com/  

Follow Us on Twitter

https://twitter.com/howardlindzon 

https://twitter.com/ppearlman 

https://twitter.com/allstarcharts

https://twitter.com/be_rosebee

On this episode of Trends with Friends — Howard Lindzon, JC Parets, Phil Pearlman and Riley Rosebee review the State of the Market, The 4 Bs, Contagion Creep, Filter Failure and more.

Chapters

(0:00) Welcome Back

(0:23) Intro

(0:43) Riley’s Vacation

(1:30) The Thing About Golf

(3:20) Celebrity Advertising Sports Betting vs Crypto

(4:20) Parlays Are A God Given Right

(8:25) Sports Betting Behemoths

(10:50) The Four Bs — Banks, Bitcoin, Bonds, Bullion

(12:27) Shoutout to Matt Levine

(14:11) All Eyes on Financials

(16:50) Office REITs Are Dead

(17:20) Creeping Towards Contagion 

(17:50) Anger vs Fear

(19:44) The Liquidity Crisis

(21:07) Can JPMorgan Catch Down?

(21:37) Small-Caps and Micro-Caps, Risk Off

(22:48) It’s A Great Time To Build 

(23:33) The Headlines Will Suck

(24:11) Domain Experience

(25:04) It’s Easy To Get Sidetracked

(27:10) Filters Matter More Than Ever

(30:08) When In Doubt, Zoom Out

(32:24) Everybody’s Fighting

(36:19) Phil’s Spring Prescription, Take A Morning Walk

More Links

Read Matt Lavine’s Latest — https://www.bloomberg.com/opinion/authors/ARbTQlRLRjE/matthew-s-levine 

Howard’s Blog — https://www.howardlindzon.com/  

JC's Blog — https://allstarcharts.com/blog/  

Pearl’s Blog — https://primecuts.substack.com/  

Riley’s Blog — https://rosebee.beehiiv.com/  

Follow Us on Twitter

https://twitter.com/howardlindzon 

https://twitter.com/ppearlman 

https://twitter.com/allstarcharts 

https://twitter.com/be_rosebee

On this episode of Trends with Friends — JC Parets, Phil Pearlman and Steven Strazza review the State of the Market, Bitcoin’s Relative Strength, Phil’s Fried Egg Flying Saucer and more.

Chapters

(0:00) Welcome 

(0:17) Intros

(1:15) Bank Execs Step Up

(3:04) Credit Suisse Crushed

(4:40) How Phil Views Today’s Market

(7:27) The S&P 500 is a Hot Mess

(15:30) Relative Strength in BTC

(16:26) BTC vs Crypto

(18:18) Notable NFTs New 8-Month Highs

(19:23) Phil’s Fried Egg Flying Saucer

(24:20) Shout Out, Nick Maggiulli — Just Keep Buying 

More Links

Howard’s Blog — https://www.howardlindzon.com/ 

JC's Blog — https://allstarcharts.com/blog/ 

Pearl’s Blog — https://primecuts.substack.com/ 

Riley’s Blog — https://rosebee.beehiiv.com/ 

Follow Us on Twitter

https://twitter.com/howardlindzon 

https://twitter.com/ppearlman 

https://twitter.com/allstarcharts 

https://twitter.com/be_rosebee

https://twitter.com/sstrazza