Today’s 8-to-80, Shopify’s Relative Strength, Shoutout Fred Wilson and Beef vs Pork — Trends with Friends EP. 17

On Episode 17 of Trends with Friends — Howard Lindzon, Phil Pearlman, Riley Rosebee and Steve Strazza talk Today’s 8-to-80, Shopify’s Relative Strength, Shoutout Fred Wilson, Beef vs Pork and more. Chapters Intro (0:00) Where’s JC? (0:25) Markets Reaction to the Fed (1:27) Look at Long Duration Assets (2:52) iPhone 14 is Insane (4:32) One Ticker Missing… (5:37) Shopify Relative Strength (6:04) Today’s 8-80 (8:33) Oracle and Intuitive Surgical (9:55) More Applications for AI than Crypto in 6 Months (11:52) Fred Wilson’s Latest (12:42) Enterprise AI (13:34) Big Banks are Worse than the DMV (15:16) Index Opportunities (17:55) Deselecting is Selecting (18:50) New Secular Bull via AI (23:36) Beef vs Pork (29:53) Links Improved Indexing via Thematic — ​​https://www.gothematic.com/  Fred Wilson’s Latest — https://avc.com/2023/06/coming-back-up-for-air/  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  Steve Strazza — https://twitter.com/sstrazza  Phil Pearlman — https://twitter.com/ppearlman  Riley Rosebee — https://twitter.com/be_rosebee