The Boys Are Back, Banks, Bitcoin, Bonds, and Bullion — Trends w/ Friends EP. 8

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