Higher for Longer, The Nuclear Renaissance, AI’s First Inning and Luckin Coffee’s Come Back

On Episode 32 of Trends with Friends — Howard Lindzon, Phil Pearlman, Ram Ahluwalia and Riley Rosebee review Higher for Longer, Reading Sentiment, the Nuclear Renaissance, AI’s First Inning, Price Relative Strength Meets Social and Luckin Coffee’s Come Back.  Like and Subscribe if you enjoy the show. Chapters (0:00) Intro (1:08) Eyes Automatize (2:32) Welcome Ram Ahluwalia (3:39) What is Lumida Wealth? (5:07) Higher for Longer (11:00) Great Depression Headlines (11:50) Reading Sentiment  (14:44) US Dollar Deep Dive (17:36) The DeDollarization Hedge (22:07) Howie’s Heebie-Jeebies (22:17) Micro Nuclear Reactors (25:47) Nuclear Renaissance (29:19) The Confluence of Fundamentals + Technicals (31:26) AI’s First Inning (34:32) The Semiconductor Cycle (38:56) Simple Uranium Exposure (43:05) India Banks + Travel (44:17) Price Relative Strength Meets Social (48:28) Tesla’s Trick (52:09) Prospect Theory + Socio Behavioral Economics (58:40) Luckin Coffee’s Come Back Featured Links Lumida Wealth Newsletter Howie's Momentum Lists Luckin Coffee’s Come Back Chart Summit  2023 Replay  Follow Us on Twitter Howard Lindzon Ram Ahluwalia Phil Pearlman Riley Rosebee