All Episodes
Trends with Friends — 117 episodes
Streaming Wars: Why YouTube Wins & Netflix Is Chasing the Wrong Prize
Google vs OpenAI: Code Red, Gemini, and the AI Arms Race
Internet Capital Markets: Kyle Samani on Solana, Prediction Markets, and the $FORD Play
How Speculation Became a Global Pastime: Howard Lindzon and Katie Perry on the Degenerate Economy
From the Death of 60/40 to Bitcoin Treasuries: Rethinking Portfolios with Jeff Park of ProCap
From Copilots to Strip-Mining: Inside AI’s New VC Reality with Ed Sim of Boldstart Ventures
From Startup to Legend: Vlad Tenev & Howard Lindzon Recount Robinhood’s Rise
Container Ships Stop, Canada Shocks, and Amazon Fights Back I TWF - Live from the Cashtag Awards NYC
Growth, Degeneracy & The End of Confidence in the United States
Inside Vitalik’s Movie, AI Meltdowns & The China Tech Shock
Market Chaos, Social VIX Spikes, and America's Degeneration
Inside the CoreWeave IPO: AI Hype, Financial Shenanigans & the New IPO Circus
Degenerate Index Booms, Nvidia’s Big Reveal, and Gambling 3.0
Global Markets, Tesla’s Tumble & The Power of API-Driven Trading
De-Globalization Continues, Social VIX Soars, and Pudgy Penguins & The Power of Web3 Branding
De-Globalization, Degeneracy & Gold: Why Markets Are More Unhinged Than Ever
From Meme Coins to Tariff Wars: Why AI, Crypto, and Markets Are Riding the Volatility Rollercoaster
Enough Infrastructure - It's Time To Build Consumer Applications!
Golf’s Biggest Disruption Yet: Grass Clippings, YouTube Stars & The PGA’s Future
Shoveling Shit & Building Empires: The Cheat Codes to Startup Success with Mike & Kass Lazerow
Creators Take the Lead: Deep Seek, Software Dominance, and PunchUp’s Role in the Creator Revolution
The New Gold Rush: Decentralized Mapping, Meme Coins, and the Future of AI with Ariel Seidman
Too Big To Fail? Too Small To Care? The New AI Landscape | Ft. Josh Mohrer
Fart Coin Frenzy & Rectal Rotations in Meme Coins | Special Guest Packy McCormick
Why Owning Your Audience Matters: AI, Email Newsletters, and the Future of Content
Lucky Strike's Bold Rebrand: From Bowling to Entertainment Empire
Bitcoin vs Bonds: The Great Debate
Navigating Market Nihilism and the Return of Fundamentals | Frank Rotman
Meme Coins, Solana's Rise, and the Future of Crypto | Joe McCann (Asymmetric), Ryan Rasmussen (Bitwise)
The Boom is Back w/Special Guests Mike Dudas & Josh Isner
Election Day Special: Market Impacts, Crypto Insights, and the $9 Trillion AI Investment
Breaking Down Big Tech Earnings and the Future of Crypto Trading with Pranav Kanade
The Meme Coin Revolution: How Crypto Is Changing Investing And Culture
India's Market Momentum Explained: AI, IPOs, and the Future of Global Trade
China's Breakout, Retail Trends, and the Future of AI-Driven Nuclear Energy | Jeff Macke
Sh!t Storm for the Bears! — China's Market Reversal, Tesla's Valuation, and OpenAI’s $150B Bet
Investing in the Future: AI, Pattern Breaking, and the Evolution of VC | Mike Maples Jr.
Four Reasons To Be Fired Up About Financials with Larry Thompson
What Election Year Means For Your Stock Portfolio
Nvidia Day Special: Charting the Future of AI and Humanoid Investing
Analyzing Market Sentiment, $AMD's Big Move, $HACK and $PANW on the Rise?
Starbucks’ Stock Surge, VC’s Bear Market, Breakout with Exchanges | Michael Batnick
Special Live Episode: Panic With Friends
Bitcoin's Bullish Trajectory, Biotech Breakouts, and Global Market Shifts
Meta's Smart Glasses, CrowdStrike's Glitch, and the Degenerate Economy
Bull Market Bonanza: Robinhood and Goldman Making Comebacks, 24/7 Trading, and The Road to AGI
Market Highs, Political Dynamics, and EU vs. Big Tech | Barry Ritholtz & Michael Parekh
India's Market Boom, Amazon's Innovation, and AI's Impact on Common Knowledge
Decoding AI's value stack and the future of tech | Michael Parekh (ex-Goldman Sachs, tech investor)
Understanding Asset Allocation, Making Sense Of Momentum Trading, and Strategies for a Recession-Resilient Portfolio | Ryan Detrick (Carson Group)
“Investing is the professional sport for thinkers” | Anthony Pompliano
The Email Revolution, Bull Market Insights, and An Inside Look At Beehiiv with Co-Founder Tyler Denk
Why Tech Needs a Lesson in Empathy, Apple Stock Strategies, and AI Optimism with Om Malik
Anchored VWAP Strategies, Netflix Analysis, and Global Stock Surges: Insights with Brian Shannon
GameStop, AMC, and Beyond: Lessons on Short Squeezes and Risk Management with Jeff Richards
May’s Bullish Market, Factors That Actually Drive Earnings, China’s Mean Reversion, Investing In Argentina, More
Safe Haven Assets, Politics vs. Stocks, Bullish Beehiiv Outlook, and GE's Future
He Manages $2.5 Billion. Here’s His Take On The Market | Lewis Johnson, Capital Wealth Advisors
Making Millions In Memorabilia with Darren Rovell
Buying Gold, Our Trends With No Friends Stock Pick, Magnificent 7 Update, And Long or Short Banks
Navigating A Tokenized Future with Raoul Pal
Reddit's IPO, DJT Surge, Micron's AI Game Plan, Untapped Opportunities, and More
Google and Apple’s Potential Partnership, Inflation’s Impact On The Market and The Future of TikTok
The Rise of Meme Coins, Market Shifts, and the Future of Social Media
How To Evaluate Bitcoin Hitting ATHs, Red Flags In The Market, And Should You Be Buying Silver
Bigger Gains With Direct Indexing, How Tax Loss Harvesting Works, and Crypto Is Back
Rise of the Machines: Humanoid Robots and Their Economic Impact with Chris Camillo
The Speculative Economy and the Future of Markets with Jim O'Shaughnessy
Betting Big on the Apple Vision Pro, FinChat Reshapes Finance, and Small Caps Vulnerable
Why You Should Pay Attention to Sector Rotation, the Stock JC Loves at the Moment, and Chinese ETFs
Is Apple Overvalued, Strength in Semis, The Russell 3000 Rallies to All-Time Highs and The EV Bubble — Trends with Friends EP. 48
Tesla’s Hot Mess, Defense Is Not Working, IPO Activity and Special Shoutouts — Trends with Friends EP. 47
CryptoPunk Are The Rookie Cards, What’s Not Working, Happy Hours in SoHo and the Bitcoin ETF — Trends with Friends EP. 46
Digesting Gains, Strength in Biotech, Magnificent 7 Stalls, One Good Day and Will the BTC ETF Mark a Top? — Trends with Friends EP. 45
Trends with Friends, Best Moments of 2023
The Nasdaq 100 Returns 55%, The Greatest Sentiment Check, Life’s Simple Rules, Whipsaw Hunting Season and New Year’s Resolutions — Trends with Friends EP. 44
Santa Comes to Stocks, Bull Market Feasts, Curating Alpha, Financial Mutts and Small-Cap Squeeze — Trends with Friends EP. 43
Follow the Dollar, Regional Banks Rip, Emerging Markets Emerge, Trailing Uber and $MMYT Marches Higher — Trends with Friends EP. 42
$6 Trillion on the Sidelines, Big Bases, Go Go Google, Howie’s Trip to SF and Unbundling Sports — Trends with Friends EP. 41
The 17-Month Bull Market, Bull Market Parties, Strength in Defense and India’s Upside — Trends with Friends EP. 40
The Sam Altman Soap Opera, Semiconductors as a Leading Indicator, Industrials and Homebuilders Inch to All-Time Highs — Trends with Friends EP. 39
The Dollar Drops, Tech Ticks All-Time Highs, Public Rancor, Risk On // Risk Off and Human Intelligence — Trends with Friends EP. 38
Technology’s Resilience, Zombie Companies, Historic Returns, Apple’s AI Play and Frauds on Forbes
The Big Get Bigger, Solana’s Killer App, Chart of the Year and Healthcare Start-Ups — Trends with Friends EP. 36
Bitcoin, Unplugging, Small-Scale Social, The Two Ways of Change and Solana’s Relative Strength — Trends with Friends EP. 35
Stocks Showing Weakness, Deglobalization and The 30-Year Yield
Direct Indexing, Fashology, The Everything App and The Most Interesting Chart of the Week — Trends with Friends EP. 33
Higher for Longer, The Nuclear Renaissance, AI’s First Inning and Luckin Coffee’s Come Back
Seriously Good Ideas, the Commodity Super Cycle, Cybersecurity and the Unsung Hero of AI
The Markets Uphill Battle, JC’s Custom Coal Index, Sugar Highs and Arm’s IPO
The Next Bull Market, Exxon Mobil’s Monster Base, Luxury Wealth Management and How to Trade This Environment
The S&P 500’s Sideways Range, A Shift in Seasonality, Misallocating Venture Capital and Crappy Crypto Sentiment
The MemeStock Massacre, Redefining Luxury, Nvidia’s Earnings Implications and The Battle to Get Lean
Whipsaw Hunting, Colorado is Phenomenal, Bull Market in Bevs, Google + YouTube are Unstoppable
Rising Rates? Bitcoin - Beta on Beta on Beta, The Importance of Flexibility — Trends with Friends EP. 25
Trouble at All Time Highs, S&P 500 Seasonality, The Dollar Squeeze, Probes Fold and the 3 Economies
Invest and Chill, Crack In A Can, Degeneracy, Luxury and Don’t Fight Papa Dow
The Most Interesting Chart of the Week, META Moves, The Disney Dip, Consolidation through Time and 3-Putt Parets — Trends with Friends EP. 20
The Most Interesting Chart in the World, 52-Week Highs, Consumer Discretionary, Coinbase and The Degenerate Economy — Trends with Friends EP. 19
The Best Start to a Year EVER, Institutionalization of Crypto, JCs Leveraged Bitcoin Bet, SlamBall and the Sun — Trends with Friends EP. 18
Today’s 8-to-80, Shopify’s Relative Strength, Shoutout Fred Wilson and Beef vs Pork — Trends with Friends EP. 17
The SEC, Semis, Tribeca Film Festival and Apple — Trends with Friends EP. 16
Apple’s Advance to $5T, Follow the Puck, Price is Truth — Trends with Friends EP. 15
The Borked Economy, Productivity Advancement via AI and Do We Care About the Debt Ceiling?
HODLing in MIA, Schwab of the Degenerates, AI Deserves the Attention and Working Trends — TwF #13
52-Week Highs, Pessimistic Speculators, Strength in Tech, San Diego v Scottsdale — TwF 12
The Great American Trend, The Gold Rush, 1-Year Highs, Apple vs. LVMH, Phil’s Fed Day Play — TwF 11
Going For Gold, The Masters, AIR and Summer Reading — Trends with Friends EP. 10
The Confluence of Degeneracy and Machines, Great Technology is First a Toy — Trends with Friends EP. 9
The Boys Are Back, Banks, Bitcoin, Bonds, and Bullion — Trends w/ Friends EP. 8
Market Madness, Bitcoin's Relative Strength and Phil's Flying Saucer — Trends w/Friends EP. 7
Ted Merz, Yield Curves, AI, Financial Info, Routines, and Social Standards — Trends w/ Friends EP. 6
Trends with Friends Ep. 5 — Monthly Charts, Venture's 9-Year Low and the Risk of Sugar Substitutes
Interest Rates, Industrials, FOMO + Fine Wine, Trends with Friends Ep. 4
Organic Growth is Great, Trends with Friends Ep. 3
Trends with Friends, Episode 2
Trends with Friends, Episode 1