Podcasts about jc parets

Step into the world of trends, technology, and market insights with Howard Lindzon, Phil Pearlman, JC Parets, Michael Parekh, and special guest Packy McCormick! From Fart Coin to Nvidia's groundbreaking AI advancements, this episode dives into the intersection of innovation, humor, and strategy as we explore the opportunities and chaos shaping 2025.

Join Phil Pearlman, JC Parets, Michael Parekh, and Larry Thompson as they dissect current market trends, from semiconductors to financials, and explore the future of AI in consumer tech. This episode covers: • The potential top in semiconductors and its implications for the broader market • Why financials are poised for outperformance in the coming months • Apple's AI strategy and its impact on personal health technology • Under-the-radar stock picks in the "Trends with No Friends" segment • The integration of AI into everyday devices and its societal implications • Technical analysis techniques for identifying market trends —  Recorded live on Tuesday, September 10th —   Charts: https://docs.google.com/presentation/d/1_pEGmgilFAbJ5U3jCQRxX6fl8I_Dbrf7MBjTX2BCbKA/edit?usp=sharing — Skip Ahead: (00:00) Introduction and semiconductor market analysis (06:17) We are at the beginning of the beginning of the AI wave (13:42) The case for financials outperformance (33:20) Bonds and yield curves (38:53) Apple's AI strategy and health tech innovations (51:32) The future of personal health data and AI assistants (58:57) Trends with No Friends: Aramark (ARMK) analysis (01:01:16) Closing thoughts and market outlook —  Where To Find Howard and Friends:  • Howard - https://stocktwits.com/howardlindzon • JC - https://stocktwits.com/allstarcharts • Phil - https://stocktwits.com/ppearlman • Michael - https://stocktwits.com/MParekh • Larry Thompson - https://x.com/hostilecharts • Riley - https://stocktwits.com/coloradoriley • Production and Marketing - https://penname.com —  Trends with Friends is brought to you by Stocktwits: https://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/c/uncategorized/2024/02/21/stocktwits-newsletter-disclaimer/

Join Howard Lindzon, JC Parets, Phil Pearlman, and Michael Parekh as they dive into September market trends, the impact of AI across various sectors, and uncover hidden opportunities. This episode covers: • September seasonality and its impact on market sentiment • The broadening bull market and sector rotation • AI's influence on healthcare, robotics, and global competition • The case for continued strength in technology stocks • Under-the-radar stock picks in the "Trends with No Friends" segment • The state of the NFL and some lighthearted football predictions —  Recorded live on Tuesday, September 3rd  —  Charts: https://docs.google.com/presentation/d/1EtAgh2A-joOuM4AwaMe1WWU5B3oFjdnGOacwxmoPJyk/edit?usp=sharing —  Where To Find Howard and Friends:  • Howard - https://stocktwits.com/howardlindzon • JC - https://stocktwits.com/allstarcharts • Phil - https://stocktwits.com/ppearlman • Michael - https://stocktwits.com/MParekh • Production and Marketing - https://penname.co/ —  Skip Ahead: (00:00) Introduction and September market overview (04:16) AI's impact on semiconductors and data centers (12:20) The potential of AI in healthcare and robotics (20:09) Global competition in AI and technology (27:24) Monthly charts with JC (35:50) NYSE and DJ Industrial Average hitting new ATH's (36:55) Continued strength in technology stocks (39:55) Is Nvidia the greatest stock of all time? (42:20) Myopic loss aversion  (46:00) Global stock market review (49:13) Trends with No Friends: Lamar Advertising (LAMR) (56:27) NFL predictions and closing thoughts — Trends with Friends is brought to you by Stocktwits: ⁠https://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/c/uncategorized/2024/02/21/stocktwits-newsletter-disclaimer/⁠

Howard Lindzon, JC Parets, Phil Pearlman, Michael Batnick, and Michael Parekh dive into the current state of the markets, from Starbucks' resurgence with the news of their new CEO to the hidden bear market in venture capital. They cover: • Starbucks' turnaround strategy and the power of consumer habits • The disconnect between public and private markets • How AI is reshaping wealth management • The rise of exchanges and their data-driven advantage • Gold's global breakout and its appeal in uncertain times • The impact of AI on companies like Apple and the future of personal health tracking —  Recorded live on Tuesday, August 13th —  Charts: https://docs.google.com/presentation/d/1qEEmnJ1SaAw8F0wivbebxGkIzr-ke57l-2ysb2sPhfc/edit?usp=sharing —  Skip Ahead: (00:00) Introduction and Starbucks discussion (05:12) Apple's AI strategy and future potential (09:28) The hidden bear market in venture capital (16:35) Market sentiment and VIX analysis (21:42) AI's impact on wealth management (33:12) The future of personal health tracking (37:53) The rise of exchanges and their data advantage (52:35) Gold's global breakout and appeal (59:17) Closing thoughts on market trends —  Where To Find Howard and Friends:  • Michael Batnick - https://x.com/michaelbatnick • Howard - https://stocktwits.com/howardlindzon • JC - https://stocktwits.com/allstarcharts • Phil - https://stocktwits.com/ppearlman  • Michael Parekh - https://stocktwits.com/MParekh  • Production and Marketing - https://penname.co/  —  Trends with Friends is brought to you by Stocktwits: https://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/c/uncategorized/2024/02/21/stocktwits-newsletter-disclaimer/

On our 200th episode, JC Parets of AllStarCharts climbs back aboard The Express to assess the damage across the capital markets following the 2024 Summer Volmageddon. As it turns out, some sectors and asset classes actually got stronger despite the headlines, and may provide the set up for the next leg of this Bull Market. Plus, sentiment indicators have been flashing warning sirens among individual and institutional investors, and anxiety is riding high, so why are more individual stocks hitting new 52-week highs than any point this year? links for show notes: https://www.investopedia.com/articles/economics/08/past-recessions.asp https://www.conference-board.org/topics/CEO-Confidence https://www.investopedia.com/what-the-carry-trade-had-to-do-with-monday-stock-market-rout-8690861 https://www.optimisticallie.com/ https://www.investopedia.com/bank-of-japan-calms-markets-with-pledge-not-to-raise-rates-amid-volatility-8691554 https://www.investopedia.com/what-to-expect-in-the-markets-this-week-8693128 https://allstarcharts.com/blog/

On our 200th episode, JC Parets of AllStarCharts climbs back aboard The Express to assess the damage across the capital markets following the 2024 Summer Volmageddon. As it turns out, some sectors and asset classes actually got stronger despite the headlines, and may provide the set up for the next leg of this Bull Market. Plus, sentiment indicators have been flashing warning sirens among individual and institutional investors, and anxiety is riding high, so why are more individual stocks hitting new 52-week highs than any point this year? links for show notes: https://www.investopedia.com/articles/economics/08/past-recessions.asp https://www.conference-board.org/topics/CEO-Confidence https://www.investopedia.com/what-the-carry-trade-had-to-do-with-monday-stock-market-rout-8690861 https://www.optimisticallie.com/ https://www.investopedia.com/bank-of-japan-calms-markets-with-pledge-not-to-raise-rates-amid-volatility-8691554 https://www.investopedia.com/what-to-expect-in-the-markets-this-week-8693128 https://allstarcharts.com/blog/

On episode 153 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by fan favorites and TCAF legends JC Parets and Joe Fahmy to discuss: the Nikkei, buying green in a sea of red, the opportunity in industrials, the VIX spike, tips for traders during market corrections, and much more! This episode is sponsored by Global X. Visit https://www.globalxetfs.com/ to explore a lineup of more than 90 ETFs, along with insights to help you navigate a dynamic investing landscape. Sign up for The Compound Newsletter and never miss out! https://www.thecompoundnews.com/subscribe Instagram: https://instagram.com/thecompoundnews Twitter: https://twitter.com/thecompoundnews LinkedIn: https://www.linkedin.com/company/the-compound-media/ Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Josh Brown are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. The Compound Media, Incorporated, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here https://ritholtzwealth.com/advertising-disclaimers. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: https://ritholtzwealth.com/podcast-youtube-disclosures/ Learn more about your ad choices. Visit megaphone.fm/adchoices

Join Howard Lindzon, Phil Pearlman, JC Parets, and Michael Parekh as they dissect the recent market volatility, discuss the DOJ's ruling against Google, and share insights on navigating uncertain times. With over 100 years of combined market experience, our panel offers a calm perspective on the VIX spike and what it means for investors. — We cover: • The recent VIX spike and its implications for the market • Whether the current bull market is still intact • The DOJ's ruling against Google and its potential impact on big tech • The yen carry trade unwinding and its effects on global markets • Trends with No Friends: Overlooked stocks making moves • The importance of understanding your risk profile • Why panic selling during volatility is often a mistake • How to approach portfolio rebalancing in times of uncertainty — Skip Ahead: (00:00) Introduction and market overview (05:12) Understanding the VIX spike and its implications (14:03) Is the bull market still intact? (18:24) Google's antitrust ruling and impact on big tech (32:24) Michael Parekh on the DOJ vs Google case (37:13) Should you sell Google stock? (41:25) Recent acquisitions in the AI space (49:55) Explaining the yen carry trade (58:24) Trends with No Friends: Clearwater Analytics (CWAN) (01:00:16) Howard's picks: CBOE and Philip Morris International (01:02:53) Phil's advice on long-term investing plans (01:05:42) Understanding your risk profile in volatile markets — Where To Find Howard and Friends: • Howard - https://stocktwits.com/howardlindzon • JC - https://stocktwits.com/allstarcharts • Phil - https://stocktwits.com/ppearlman • Michael - https://stocktwits.com/MParekh • Riley - https://stocktwits.com/coloradoriley • Production and Marketing - https://penname.co/ — Trends with Friends is brought to you by Stocktwits: https://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/c/uncategorized/2024/02/21/stocktwits-newsletter-disclaimer/

This week, we explore the strong bull market, focusing on how Robinhood and Goldman Sachs are making a comeback. We discuss the details of the European market, how different sectors are changing, and the relationship between smaller companies and big industrial giants. We also talk about why the New York Times' subscription model is doing so well, consider the idea of trading happening 24/7, and discuss how to classify tech companies. — This episode is brought to you by Stocktoberfest. Join us for a 2-day palooza in Coronado, CA: Get actionable insights on the latest investing trends. Learn about the hottest trends in alternative data products. Network with industry thought leaders: https://stocktoberfest.stocktwits.com/ — Skip Ahead: (00:00) Introduction and market overview (03:17) “It's a total shit storm for the bears”  (04:02) Robinhood's comeback and the "degenerate economy" (07:04) Goldman Sachs' renewed focus and success (10:55) Sector rotation, laggards, and leaders  (14:50) Classifying tech companies (18:01) The New York Times (23:10) The growing influence of AI content generation  (29:11) Sentiment analysis and market context (35:23) Lazy thinking vs. deep analysis (40:00) New AI developments (44:45) OpenAI's five stages of AI development (51:07) Geo Group (53:24) 24/7 trading insights from Robinhood (54:34) The EU market (58:35) Closing thoughts: Don't do anything stupid in a bull market —  Referenced: • Robinhood: https://robinhood.com/us/en/ • Goldman Sachs: https://www.goldmansachs.com/ • Uber: https://www.uber.com/ • The New York Times: https://www.nytimes.com/ • World: https://www.nytimes.com/games/wordle/index.html • Jeff Bezos: https://en.wikipedia.org/wiki/Jeff_Bezos • Marc Benioff: https://en.wikipedia.org/wiki/Marc_Benioff • Ben Horowitz: https://en.wikipedia.org/wiki/Ben_Horowitz • Elon Musk: https://en.wikipedia.org/wiki/Elon_Musk • Perplexity: https://www.perplexity.ai/ • Strava: https://www.strava.com/ • Netflix: https://www.netflix.com/ • Cognitive miser: https://en.wikipedia.org/wiki/Cognitive_miser#:~:text=Fiske%20and%20Taylor%20argue%20that,strategies%20that%20economise%20complex%20problems. • Michael Parekh's Newsletter: https://michaelparekh.substack.com/ •Hinge: https://hinge.co/ —  Thank You To Our Guest: • Michael Parekh - https://www.linkedin.com/in/michaelparekh/ — Where To Find Howard and Friends: • Howard Lindzon - https://stocktwits.com/howardlindzon • JC Parets - https://stocktwits.com/allstarchart • Phil Pearlman - https://stocktwits.com/ppearlman • Production and Marketing - https://penname.co/ — Trends with Friends is brought to you by Stocktwits: https://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/c/uncategorized/2024/02/21/stocktwits-newsletter-disclaimer/ — Robinhood, Goldman Sachs, The New York Times, sector rotation, small caps, tech companies, European market, personal data

Join us for a discussion with Barry Ritholtz and Michael Parekh as we explore the current state of the markets, the impact of EU regulations on big tech and small businesses, and the debate around data ownership and fair use in the AI era. We dive into why all-time highs are bullish signals, the challenges facing small-cap companies, and how AI investments today compare to previous tech revolutions. — This episode is brought to you by Chart Art. The best trade ideas and analysis from the Stocktwits community. Delivered daily by 8 pm ET: https://chartart.stocktwits.com/— Skip Ahead: (00:00) Introduction and Wimbledon experience (05:25) JC on NASDAQ100 vs S&P500 (09:18) Goldman Sachs in the 90s vs today (11:45) Excel's impact on the financial industry (13:32) All-time highs (15:30) Biotech and small cap performance (17:37) Unprofitable companies in different market cycles (19:42) The value of the "Magnificent Seven" tech stocks (21:25) The changing dynamics of the luxury market (27:40) Ferrari as an indicator for the consumer  (32:10) What could change the current bull market? (34:00) Financials making all-time highs (35:40) What's making us nervous (39:00) Politics and markets (45:40) EU regulations and their impact on tech companies (52:41) AI and the debate over data ownership (56:40) Goldman Sachs report on AI investments —  Referenced: • Wimbledon - https://www.wimbledon.com/index.html • Matteo Berrettini - https://www.instagram.com/matberrettini/?hl=en • Michael Batnik - https://x.com/michaelbatnick?lang=en • Goldman Sachs report on AI investments - https://www.goldmansachs.com/intelligence/pages/gen-ai-too-much-spend-too-little-benefit.html —  Thank You To Our Guests: • Barry Ritholtz - https://ritholtz.com/ • Michael Parekh - https://www.linkedin.com/in/michaelparekh/ — Where To Find Howard and Friends: • Howard Lindzon - https://stocktwits.com/howardlindzon • JC Parets - https://stocktwits.com/allstarcharts • Phil Pearlman - https://stocktwits.com/ppearlman • Production and Marketing - https://penname.co/ — Trends with Friends is brought to you by Stocktwits: https://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/c/uncategorized/2024/02/21/stocktwits-newsletter-disclaimer/

Jeff Hirsch is editor-in-chief of The Stock Trader's Almanac and Almanac Investor, while JC Parets and Steve Strazza are the founder and director of research at All Star Charts, respectively. In this lively, entertaining, and actionable MoneyShow MoneyMasters Podcast episode, we give viewers a 360-degree review of the market action so far in 2024...and what investors and traders should expect in the months to come.We start by talking about the technical and seasonal outlook for stocks, including why 2024 is NOT the same as 2023 when it comes to market composition and breadth. We also discuss what impact the upcoming presidential election should have on stocks and how and why Q2 could be rockier than Q1 – making it a “wait it out” period, according to Steve. The action in copper, energy, and gold gets dissected next, with JC noting that bull markets in commodities usually “last for a decade or two. They don't last for two or three years.”We move on to talk about waning momentum in the technology sector, the response of financial stocks to recent earnings reports, and whether traditionally defensive groups like utilities offer opportunity (or not). We talk about promising options trading techniques in this environment, including why iron condors can make sense. We chat about several stocks that look like good “buys” even with recent turmoil. And we discuss alternative investments like Bitcoin and other cryptocurrencies, and what should happen with them down the road.Finally, we review the recent MoneyShow conference in Miami that all three experts spoke at – and what attendees at the upcoming Investment Masters Symposium Silicon Valley, set for May 7-9, 2024 at the Hyatt Regency San Francisco Airport, can expect from the next round of experts there. Click here to register: https://www.siliconvalleyims.com/?scode=061246

JC Parets of AllStarCharts rejoins the show to help us identify the weaknesses across the capital markets as the major equity indices dance around all time highs. Why we need to pay attention to the strengthening Dollar, the Polish Zloty, Copper prices and tumbling Treasuries to know what will happen next to the stock market. Plus, are we witnessing Meme Stock 2.0 as stocks like Abercrombie & Fitch, Super Micro Computer, Texas Roadhouse and WingStop have been on head-spinning rallies? What's similar, but very different about this recent bout of irrational exuberance. LINKS FOR SHOW NOTES: https://www.cftc.gov/sites/default/files/idc/groups/public/@swaps/documents/file/hr4173_enrolledbill.pdf https://www.investopedia.com/terms/b/buyback.asp https://www.investopedia.com/what-to-expect-in-the-markets-this-week-8584380 https://allstarcharts.com/blog/ https://www.welcomeuruguay.com/vinos/uruguayan-tannat.html

On Episode 48 of Trends with Friends — Howard Lindzon, JC Parets, Phil Pearlman, Ram Ahluwalia and Riley Rosebee review Strength in Semis, The Russell 3000 All-Time Highs, The EV Bubble, Go Go Google, Next Gen Financial Analysis and Is Apple Overvalued? Like and Subscribe if you enjoy the show. Chapters Welcome (0:00) Howard Goes Coast-to-Coast (4:22) Walk Around the Market (5:33) The Russell 3000 Rallies to All-Time Highs (6:20) Small-Caps Outperform Large-Caps (8:15) No Sign of Defensive Behavior (9:28) Strength in Semis (10:43) Welcome Ram Ahluwalia (12:29) The EV Bubble (14:20) Hyper EV Competition (16:26) Pricing Power (21:02) Shout Out Am Ahluwalia (21:55) Is Apple Overvalued? (22:43) Go Go Google (24:35) Communications vs Technology (27:55) AI Opportunities (29:52)  China is Cheap (38:09) E-Commerce Around the World (43:25) Nu Bank New Highs (43:51) Stalking Snapchat (46:30) The New York Times (49:10) Next Gen Financial Analysis (55:45) Daylight Gains (1:03:10) Featured Links FinChat.io — https://finchat.io/  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://popularprice.beehiiv.com/  Follow Us on Twitter Howard Lindzon — https://twitter.com/howardlindzon  JC Parets — https://twitter.com/allstarcharts   Phil Pearlman — https://twitter.com/ppearlman  Ram Ahluwalia — https://twitter.com/ramahluwalia  Riley Rosebee — https://twitter.com/be_rosebee  --- Send in a voice message: https://podcasters.spotify.com/pod/show/trends-with-friends/message

JC Parets is a professional trader and chartered market technician (CMT) who started All Star Charts in 2010. What began as a finance blog from one of Wall Street's brightest investors has now evolved into a full-scale technical platform used by hedge funds, institutions, and smaller investors and traders alike. In this episode, JC discusses his background and proximity to finance, how he uses asset trends and global macro data to inform his trades, and lots more.

On Episode 47 of Trends with Friends — Howard Lindzon, JC Parets, Phil Pearlman and Riley Rosebee review Tesla's Hot Mess, Defense is Not Working, IPO Activity, The DWAC, Marijuana Legalization Speculation, The New York Times and more. Like and Subscribe if you enjoy the show. Chapters Welcome (0:00) Playoff Football (2:46) State of the Market (6:24) Tesla's Hot Mess (8:37) A Few Red Flags (16:20) Defense Is Not Working (22:30) IPO Activity (26:05) Marijuana Legalization Speculation (34:43) The DWAC (35:58) Tilray Tumbled 99.5% (38:37) The AI Is Still In (47:13) New York Times Tiptoes to New Highs (44:38) WD-40 Whips to Multi-Year Highs (50:00) Watching Luxury (51:55) Your Health Affects Everything (55:27) Special Shoutouts (58:44) Breakfast for Dinner (01:01:02) Featured Links Eddy Elfenbein's Crossing Wall Street — https://www.crossingwallstreet.com/  Downtown Josh Brown — https://www.downtownjoshbrown.com/  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://popularprice.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  --- Send in a voice message: https://podcasters.spotify.com/pod/show/trends-with-friends/message

On Episode 46 of Trends with Friends — Howard Lindzon, JC Parets, Phil Pearlman, Rob Petrozzo and Riley Rosebee review the Most Interesting Chart in the World, Bundling & Unbundling, All-Time Highs, Happy Hours in SoHo and CryptoPunks are the Rookie Cards. Like and Subscribe if you enjoy the show. Chapters Welcome Rob Petrozzo (0:00) Happy Hours in SoHo (1:48) The Most Interesting Chart in the World (3:38) Whipsaw Hunting Season (4:50) CryptoPunks Are The Rookie Cards (7:30) What's Not Working? (10:41) What's Working? (12:27) The Wall of Worry (13:35) Google + Shopify (18:33) Uranium and Coal, Not Oil and Gas (20:27) The Bitcoin ETF (22:20) Crypto Follows (25:50) Culture Center Sentiment (29:06) Bundling and Unbundling, S/O ZIRP (31:22) SoHo Tastemakers (38:50) Appeal to the 10% (43:20) Golf is Too Saturated (46:33) The Vision Pro (49:39) Rotation into China (53:51) This Is Not Financial Advice (56:52) Featured Links Rally Road — https://rallyrd.com/#  Joe McCann — https://twitter.com/joemccann  Kyle, Multicoin — https://twitter.com/KyleSamani  Mike Dudas — https://twitter.com/mdudas  I want my Vision Pro, Om Malik — https://om.co/2024/01/08/vision-pro-is-coming/#more-922192  This Is Not Financial Advice — https://tv.apple.com/us/movie/this-is-not-financial-advice/umc.cmc.xpzhsanwyvzm5kupo6f3sbz3  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://popularprice.beehiiv.com/  Follow Us on Twitter Howard Lindzon — https://twitter.com/howardlindzon  JC Parets — https://twitter.com/allstarcharts   Phil Pearlman — https://twitter.com/ppearlman  Rob Petrozzo — https://twitter.com/robpetrozzo  Riley Rosebee — https://twitter.com/be_rosebee --- Send in a voice message: https://podcasters.spotify.com/pod/show/trends-with-friends/message

On Episode 45 of Trends with Friends — Howard Lindzon, JC Parets, Phil Pearlman and Riley Rosebee share the First Show of the Year, Digesting Gains, Strength in Biotech, Magnificent 7 Stalls, One Good Day and Will the BTC ETF Mark a Top?  Like and Subscribe if you enjoy the show. Chapters Welcome (0:00) First Show of the Year (0:50) S/O Mr. Seasonality (1:41) Chart Talk (4:38) Strength in Biotech (6:45) Magnificent 7 Stalls (8:17) Will the BTC ETF Mark a Top? (10:03) Biggest Winner Since the COVID Low (11:58) Digesting Gains (16:39) Software was Sexy (21:01) They're Gonna Smoke the Weed, Eat the Pills (21:47) The Problem with the Weed (23:33) Fishing Pfizer (26:14) Luxury Review, France Flies to All-Time Highs (29:57) Focusing on Sleep (36:09) How to Analyze Stocks (43:20) Seasonality of Weight Gain, Finding Your Footing (50:01) One Good Day (51:18) Kosher Omakase (53:18) Sentiment Volatility (55:36) True Degenerates (56:37) Featured Links Stock Trader's Almanac — https://www.stocktradersalmanac.com/  The Compound and Friends — https://youtu.be/pu1gyVqeUws?si=vTpnqvZk2dxYuPyD  Magnesium — https://www.amazon.com/Nature-Made-Absorption-Magnesium-Relaxation/dp/B08XXHCGZT/ref=sr_1_7?keywords=magnesium&qid=1704541264&rdc=1&sr=8-7  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://popularprice.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  --- Send in a voice message: https://podcasters.spotify.com/pod/show/trends-with-friends/message

On episode 124 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by JC Parets and Joe Fahmy to discuss: a preview of what's to come in 2024, charts that break it all down, how to find winners, a Bitcoin ETF, and much more! Grow your cash at an industry-leading 5.1% APY with a high-yield cash account at Public. Go to: https://public.com/thecompound Check out the latest in financial blogger fashion at The Compound shop: https://www.idontshop.com Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Josh Brown are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. Wealthcast Media, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here https://ritholtzwealth.com/advertising-disclaimers. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: https://ritholtzwealth.com/podcast-youtube-disclosures/ Transfer offer terms and conditions: https://public.com/disclosures/brokerage-bonus-offerAll investing involves the risk of loss, including loss of principal. Brokerage services for alternative assets are offered by Dalmore Group, LLC, member FINRA & SIPC. Cryptocurrency trading services are offered by Bakkt Crypto Solutions, LLC (NMLS ID 1828849), which is licensed to engage in virtual currency business activity by the NYSDFS. Cryptocurrency is highly speculative, involves a high degree of risk, and has the potential for loss of the entire amount of an investment. Cryptocurrency holdings are not protected by the FDIC or SIPC. Brokerage services for U.S. Treasury accounts offering 6 months T-Bills are through Jiko Securities, Inc., member FINRA & SIPC. Banking services are offered by Jiko Bank, a division of Mid-Central National Bank. Securities investments: Not FDIC Insured; No Bank Guarantee; May Lose Value.ETFs, options, Bonds through Public Investing, alternative assets, cryptocurrency, and 6 month T-Bills in Jiko treasury accounts are available to US members only. See public.com/#disclosures-main for more information. Learn more about your ad choices. Visit megaphone.fm/adchoices

On Episode 44 of Trends with Friends — Howard Lindzon, JC Parets, Phil Pearlman and Riley Rosebee talk Nasdaq 100 Exceeds Expectations, The Greatest Sentiment Check, Life's Simple Rules, Whipsaw Hunting, and New Year's Resolutions. Like and Subscribe if you enjoy the show. Chapters Welcome (0:00) Don't Overthink Year To Date Returns (3:29) The Greatest Sentiment Check (5:30) Nasdaq 100 Returns 55% (8:33) The Importance of Asset Allocation (10:58) Life's Simple Rules (14:23) Looking at the Last 5 Quarters (16:00) Sell Side Analysts Expectations (19:53) Cash on the Sidelines (27:06) Holding Cash (29:26) Whipsaw Hunting Season (35:53) Chewy Ripper (40:04) Degeneracy (42:41) CashTag Awards (46:45) New Year's Resolutions (50:16) Simplicity vs. Everyone (51:09) Resolutions Continued (53:11) Featured Links The Chart Report — https://www.thechartreport.com/todays-daily-chart-report/  Stocktwits Tulip Mania Hoodie — https://shop.stocktwits.com/collections/throwback-collection/products/tulip-mania-hoodie?variant=39256237506658  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://popularprice.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  --- Send in a voice message: https://podcasters.spotify.com/pod/show/trends-with-friends/message

On Episode 43 of Trends with Friends — Howard Lindzon, JC Parets, Phil Pearlman and Riley Rosebee review Sentiment Volatility, Bull Market Feasts, Santa Comes to Stocks, Curating Alpha, Financial Mutts and the Small-Cap Squeeze.  Like and Subscribe if you enjoy the show. Chapters Welcome (0:00) Sentiment Volatility (1:06) Bull Market Feasts (2:04) Intro (3:04) Santa Comes to Stocks (3:31) Can China Catch Up? (5:08) The World's Most Important Stock Market Index (5:49) Don't Be A Dummy (7:13) Small-Cap Squeeze (8:26) TopBuild Breaks Out (13:33) Infrastructure is In Play (15:38) The Year of the Dragon (17:33) Chewy Scoop and Score (19:08) KeyCorp Continues (19:57) Wells 52-Week Highs (20:19) Regional Banks, $OZK + $AX (21:57) What's Working (26:48) Curating Alpha (29:12) Financial Mutts (31:29) Don't Flock to Financial Gurus (34:22) Bonds and Stocks Move Together (36:31) Extreme Outperformance (38:44) Catching Up on Fashology (43:05) It's a Bull Market, You Know (44:22) Featured 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://popularprice.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  --- Send in a voice message: https://podcasters.spotify.com/pod/show/trends-with-friends/message

On Episode 42 of Trends with Friends — Howard Lindzon, JC Parets, Phil Pearlman and Riley Rosebee review Trailing Uber, Emerging Markets Emerge, Regional Banks Rip, $MMYT Marches Higher and Follow the Dollar. Like and Subscribe if you enjoy the show. Chapters Intro (0:00) Overbought Is Evidence of Uptrends (3:00) The Most Important Chart of the Week (6:20) Trailing Uber (7:26) Dow Transports (9:33) The Average American (13:33) Credit Check (15:38) Follow the Dollar (16:13) Emerging Markets Emerge (16:36) AI Benefits Autodesk (18:50) Regional Banks Rip (19:51) CloudFlare Continues (21:55) Watching Goldman Sachs (23:36) Shopify & Ecommerce Sentiment Check (26:46) $MMYT Marches Higher (30:59) Axon Ticks All-Time Highs (31:41) Eli Lilly Lags (35:11) Strength in Semis (36:38) Crypto, Speculation Nation (37:15) Again, Follow the Dollar (41:47) Trading in Low Volatility (43:30) Featured 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://popularprice.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 --- Send in a voice message: https://podcasters.spotify.com/pod/show/trends-with-friends/message

On Episode 41 of Trends with Friends — Howard Lindzon, JC Parets, Phil Pearlman and Riley Rosebee talk $6 Trillion on the Sidelines, Big Bases, Go Go Google, Howie's Trip to SF, Unbundling Sports and more. Like and Subscribe if you enjoy the show. Chapters Intro (0:00) Fresh Charts (4:47) Buying Regional Banks (8:10) $6 Trillion on the Sidelines (9:20) Howie's Trip to SF (14:24) Go Go Google (18:33) $MMYT, Checking the Box (22:51) Big Bases, BTC + ETH (25:44) Shoutout Michael Saylor (33:46) Unbundling Sports (36:45) There's Nothing Wrong with Old & Boring (43:15) Something Bearish (48:36) The Poison Ivy League (50:46) Featured 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://popularprice.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 --- Send in a voice message: https://podcasters.spotify.com/pod/show/trends-with-friends/message

On Episode 40 of Trends with Friends — Howard Lindzon, JC Parets, Phil Pearlman and Riley Rosebee talk Bull Market Parties, the 17-Month Bull Market, Societal Dissatisfaction, Strength in Defense, India's Upside and more. Like and Subscribe if you enjoy the show. Chapters Intro (0:00) Bull Market Parties (0:47) The 17-Month Bull Market (1:49) Societal Dissatisfaction (8:31) Widening Market Breadth (13:50) Stocks & the US Dollar (14:42) Today's Inflationary Environment (16:56) Strength in Defense (18:00) Price is the Message (20:50) CloudFlare's Cheap Implied Volatility (22:11) Can Biotech Bounce Back? (27:44) Excess Unicorn Supply (30:55) Stocks 2-Year Stagnation (36:20) Crypto Broke the SEC (38:04) Strength in Global Markets (39:27) India's Upside (41:59) Size Doesn't Matter, Shoutout Grass Clippings (46:19) Phil's Final Thoughts (47:31) Enjoy What You Do, Do It Well (51:36) Featured Links In-Person: New York Chapter Meeting featuring JC Parets, CMT & Holiday Cheer — https://cmtassociation.org/event/new-york-chapter-meeting-featuring-jc-parets-cmt/  Grass Clippings — https://grassclippingsaz.com/  Finchat.io — https://finchat.io/  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://popularprice.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 --- Send in a voice message: https://podcasters.spotify.com/pod/show/trends-with-friends/message

On Episode 39 of Trends with Friends — Howard Lindzon, JC Parets, Phil Pearlman and Riley Rosebee review the Sam Altman Soap Opera, Semiconductors as a Leading Indicator, Industrials and Homebuilders Inch to All-Time Highs, The Luxury Trend Continues, Pessimistic Sentiment and more. Like and Subscribe if you enjoy the show. Chapters Intro (0:00) Jingle Bells Fun Fact (0:18) Howard Hates Burgundy (1:55) Happy Thanksgiving (3:08) The Sam Altman Soap Opera (4:46) Nvidia Earnings (11:31) Strength in Semis (12:30) Follow the Reaction (16:33) OpenAI Chaos Assists Google (17:53) Semiconductors Are The Leading Indicator (18:50) Industrials and Homebuilders Inch to All-Time Highs (20:57) European Banks Multi-Year Breakout (22:42) Global Participation (26:44) The Luxury Trend Continues (35:25) Video Game & Content Degeneracy (37:58) Pessimistic Sentiment (41:03) State of Start Ups (44:02) Seasonality (47:44) Phil's Final Thoughts (49:14) Featured Links In-Person: New York Chapter Meeting featuring JC Parets, CMT & Holiday Cheer — https://cmtassociation.org/event/new-york-chapter-meeting-featuring-jc-parets-cmt/  TechMeme — Techmeme Matthew Prince on OpenAI — https://twitter.com/eastdakota/status/1726735785188073726  FinTechJunkie — https://twitter.com/fintechjunkie  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://popularprice.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 --- Send in a voice message: https://podcasters.spotify.com/pod/show/trends-with-friends/message

On Episode 38 of Trends with Friends — Howard Lindzon, JC Parets, Phil Pearlman and Riley Rosebee review The Dollar Drops, Tech Ticks All-Time Highs, Public Rancor, Risk On // Risk Off, Human Intelligence and Financial Lit with AI. Like and Subscribe if you enjoy the show. Chapters Intro (0:00) Howard is Here (1:07) Last Week at WatchBox (1:41) Chart Talk (4:14) The Dollar Drops (6:40) Public Rancor (9:18) UBER & MMYT Follow Up (11:31) Tech Ticks All-Time Highs (12:46) Weakness in Energy (16:37) Fading LLY (17:44) We Didn't Start the Fire (20:23) Risk On, Risk Off (21:37) The Wall of Worry (28:02) Less Sexy Entreprenuership (31:28) The Creator Economy (36:37) AI Time (38:31)  Human Intelligence (39:41) Financial Literacy with AI (43:19) Featured 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://popularprice.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 --- Send in a voice message: https://podcasters.spotify.com/pod/show/trends-with-friends/message

On Episode 37 of Trends with Friends — Howard Lindzon, JC Parets, Phil Pearlman Riley Rosebee review Technology's Resilience, Historic Returns, Apple's AI Play, Robinhood, Finding Profitability, Zombie Companies and Frauds on Forbes. Like and Subscribe if you enjoy the show. Chapters Welcome (0:00) State of the Market (2:33) USD & The 10-Year (4:10) Axon's All-Time High (8:13) The Nasdaq's Reaction to Apple's Earnings (9:31) Apple's AI Play (13:24) The Big Get Bigger, Technology's Resilience (14:33) QQQ vs. TLT (18:30) Here's The Thing About “Behavioral” (20:00) Historic Returns (22:20) The Median Stock is Flat (22:47) Same as Ever (24:40) S&P 500's Drawdowns (26:55) In the Long Run, Stocks Go Up (32:29) The Start-Up World (34:08) Zombie Companies (35:53) Moving Past Unicorns (38:38) Finding Profitability (39:37) USD Safe Haven (42:24) Robinhood (43:40) Uber vs. Lyft (47:23) What Does Dell Do? (50:53) Seasonal Weight Gain (54:04) Frauds on Forbes (57:05) Building Walls (60:13) Featured Links Matt Turck — https://twitter.com/mattturck/status/1721971979266171209  Om's M3 Macbook Review  Same as Ever: A Guide to What Never Changes — Morgan Housel  The Week in Charts (11/6/23) - Charlie Bilello's Blog  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://popularprice.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 --- Send in a voice message: https://podcasters.spotify.com/pod/show/trends-with-friends/message

On Episode 36 of Trends with Friends — Howard Lindzon, JC Parets and Riley Rosebee review Stocks Above October Lows, Solana's Killer App, Chart of the Year, Healthcare Start-Ups, The Big Get Bigger and more. Like and Subscribe if you enjoy the show. Chapters Welcome (0:00) Stocks Above October Lows (2:43) Bitcoin Should Be Dead (6:50) Solana's Killer App (9:35) Chart of the Year (15:08) Some Good Ideas (17:11) Healthcare Start-Ups (20:30) Chart Talk: MakeMyTrip, Axon and Deckers (22:11) Bank Consolidation (26:26) The Big Get Bigger (27:57) Leave It to the Youngsters (32:30) The Wall of Worry (35:37) Start-Up Land (40:15) The War of Attention (43:43) Featured 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://popularprice.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  Sam Lessin — https://twitter.com/lessin  --- Send in a voice message: https://podcasters.spotify.com/pod/show/trends-with-friends/message

On Episode 35 of Trends with Friends — Howard Lindzon, Phil Pearlman and Riley Rosebee review Bitcoin, Unplugging, Small-Scale Social, The Two Ways of Change and Solana's Relative Strength. Like and Subscribe if you enjoy the show. Chapters Welcome (0:00) Stocktwits Early Days (1:47) Release the Hostages (3:05) Unplug (4:08) Small-Scale Social (6:23) The Two Ways of Change (10:58) Disconnecting, Zooming In (12:01) The Most Important Chart of the Week (17:23) Bitcoin's Resilience (22:00) Solana vs. Ethereum (24:26) Let's Talk Start-Ups (28:51) Valuation Recency Bias (35:10) Find What's Working (38:15) Schmuck Insurance (46:18) Experience World Class Sport Events (47:07) Featured Links Howard Marks' Further Thoughts on Sea Change https://www.oaktreecapital.com/insights/memo/further-thoughts-on-sea-change  Bitcoin's Resilience — https://ospreyfunds.io/newsletter/what-if-it-is-so-early/  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://popularprice.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  --- Send in a voice message: https://podcasters.spotify.com/pod/show/trends-with-friends/message

On Episode 34 of Trends with Friends — Howard Lindzon, JC Parets, Phil Pearlman and Riley Rosebee review Stocks Showing Weakness, The 30-Year Yield, Deglobalization and Omakase.  Like and Subscribe if you enjoy the show. Chapters Welcome (0:00) We Took A Week Off (1:45) Fasting Feels Great (3:23) Omakase Experts (6:34) Chart Talk (8:07) Stocks Showing Weakness (13:03) MakeMyTrip's Massive Base (16:00) TIPS vs. Treasuries (17:25) The 30-Year Yield (20:38) You Can't Trust the Narrative (24:50) Interesting Ideas (27:52) Deglobalization, Secular or Cyclical?  (36:31) Write Every Day, But Not For Traffic (50:11) Cook Steak (55:21) Featured Links Sam Lessin's State of VC — https://twitter.com/lessin/status/1713967957209137154  Tim Ferris x James Clear — https://tim.blog/2023/01/06/james-clear-atomic-habits/  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://popularprice.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  --- Send in a voice message: https://podcasters.spotify.com/pod/show/trends-with-friends/message

On Episode 33 of Trends with Friends — Howard Lindzon, JC Parets, Phil Pearlman and Riley Rosebee review the Most Interesting Chart of the Week, the Everything App, Fashology and Direct Indexing. Like and Subscribe if you enjoy the show. Chapters Welcome (0:00) Intro (1:17) The 30-Years' 6.4 Standard Deviation (2:43) The Most Important Chart of the Week (4:44) Communications New Relative Highs vs. the S&P 500 (6:39) No Where Near Panic (8:06) Higher Rates Helps Wealthy Individuals and Companies (12:10) Howie Visits Mexico City, Tech Makes Foreign Travel Effortless (16:45) The EU Threatens Microsoft Teams (19:28) Financials & Small-Caps Trade at Critical Levels (20:17) Phil's Recommendations to Young People (23:04) Send Us Hate Mail (25:27) The All In One App (27:50) Headwear Fashology (28:56) WhatsApp AI is Amazing (30:13) New Tech Sentiment Volatility (31:45) Direct Indexing with Frec (33:33) Phil Helps Howie's Health (43:33) Featured Links Howard's Blog — https://www.howardlindzon.com/  JC's Blog — https://allstarcharts.com/blog/  Pearl's Prime Cuts — https://primecuts.substack.com/  Stocktwits Popularity & Price — https://popularprice.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  --- Send in a voice message: https://podcasters.spotify.com/pod/show/trends-with-friends/message

On Episode 31 of Trends with Friends — Howard Lindzon, JC Parets, Phil Pearlman and Riley Rosebee review the Commodity Super Cycle, Seriously Good Ideas, Cybersecurity, the Unsung Hero of AI, Stocktwits Popularity and Price.  Please Like + Subscribe if you enjoy the show. Chapters (0:00) Howie in Tel Aviv (3:42) Chart Talk (4:35) Sector Performance Since July 12, 2023 (5:50) Next Gen Energy (7:20) Uranium and the Commodity Super Cycle (8:15) How to Participate in the Commodity Super Cycle (20:15) Cyber is Speaking (25:36) Seriously Good Ideas (30:19) Fintech's Dumpster Fire (31:12) Unsung Heroes of AI… Industrials? (32:43) The Degenerate Proxy (35:56) Stocktwits Popularity & Price (37:42) Up & to the Right, Options Volume (38:48) Freaks will Find a Way (40:32) Baltimore's Bounce Back (43:56) Sports Monopolies (48:05) Phil's Feast Featured Links Howard's Blog — https://www.howardlindzon.com/  JC's Blog — https://allstarcharts.com/blog/  Pearl's Prime Cuts — https://primecuts.substack.com/  Stocktwits Popularity & Price — https://popularprice.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 --- Send in a voice message: https://podcasters.spotify.com/pod/show/trends-with-friends/message

On Episode 30 of Trends with Friends — Howard Lindzon, JC Parets, Phil Pearlman and Rob Koyfman run through the Markets Uphill Battle, JC's Custom Coal Index, Arm's IPO, The Glamorization of Degeneracy, Koyfin and Sugar Highs. Like and Subscribe if you enjoy the show. Chapters Welcome (0:00) Future Proof Follow Up (0:26) Howies First Uncategorized Climb (2:47) The Markets Uphill Battle (8:33) What Will It Take For Stocks To Go Higher? (10:24) Strength in Energy (12:19) JC's Custom Coal Index (14:43) Arm's Tightly Controlled IPO (16:08) Welcome Rob Koyfman (20:08) What Could Lead Stocks Lower? (20:29) The Glamorization of Degeneracy (25:24) Will Stocks Resolve Higher or Lower? (26:50) Koyfin Showcase (35:56) Sell Side Analyst Sentiment Examples (40:56) Food Rules to Follow (48:38) Sugar Highs (50:15) Featured Links Koyfin Charts — https://app.koyfin.com/ Koyfin Youtube's Account – https://m.youtube.com/@Koyfin The food industry pays ‘influencer' dietitians to shape your eating habits - The Washington Post — https://www.washingtonpost.com/wellness/2023/09/13/dietitian-instagram-tiktok-paid-food-industry/ Dunkin' Doughnuts Sugar Rush — https://twitter.com/0xgaut/status/1701939t777220526564 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 Rob Koyfman — https://twitter.com/koyfman Riley Rosebee — https://twitter.com/be_rosebee Koyfin — https://twitter.com/KoyfinCharts --- Send in a voice message: https://podcasters.spotify.com/pod/show/trends-with-friends/message

On Episode 29 of Trends with Friends — Howard Lindzon, JC Parets, Phil Pearlman, Ram Ahluwalia and Riley Rosebee review The Most Interesting Chart of the Week, US Sector Total Returns, Exxon Mobil's Monster Base, Luxury Wealth Management and more. Like and Subscribe if you enjoy the show. Chapters Intro (0:00) What is WatchBox? (1:29) Market Walkthrough (4:55) The Most Interesting Chart of the Week (5:21) US Sector Total Returns (6:50) Exxon Mobil's Monster Base (7:42) The Next Bull Market (10:12) The S&P 500 is a Mess (12:15) How to Trade This Environment (14:09) Welcome Ram Ahluwalia (17:31) Luxury Wealth Management (18:35) Old Growth Stocks Become Value Stocks (19:51) Where is Crypto? (24:52) Health & Wellness with Phil Pearlman (31:01) Featured Links WatchBox Lumida Wealth Ram Ahluwalia's TikTok Ram Ahluwalia's LinkedIn FutureProof Email Phil Pearlman Outlive: The Science and Art of Longevity by Dr. Peter Attia Howard's Blog JC's Blog Pearl's Prime Cuts Riley's Blog Follow Us on Twitter Howard Lindzon JC Parets Phil Pearlman Ram Ahluwalia Riley Rosebee --- Send in a voice message: https://podcasters.spotify.com/pod/show/trends-with-friends/message

On Episode 28 of Trends with Friends — Howard Lindzon, JC Parets, Phil Pearlman and Riley Rosebee review the S&P 500's Sideways Range, a Shift in Seasonality, Misallocating Venture Capital and the Crappy Crypto Sentiment.  Like and Subscribe if you enjoy the show. Chapters Welcome (0:00) Intro (0:58) Canadian Conversations (1:02) Strength in Google Search (6:17) The S&P 500's Sideways Range (12:40) Asking for All-Time Highs (15:00) Shift in Seasonality (17:17) Focus on What Works (20:11) Misallocating Venture Capital (21:52) Mortgage Rate Recency Bias (22:25) Use Your Network (26:48) Crappy Crypto Sentiment (30:04) Moscot Luxury Shoutout (35:01) Phil's Fitness Focus (37:49) Instacart S-1 (42:35) Links Billy Hart Quartet feat. Mark Turner & Ethan Iverson - Live in Italy 2022 Moscot Eyewear The Week in Charts (8/30/23) 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 --- Send in a voice message: https://podcasters.spotify.com/pod/show/trends-with-friends/message

On Episode 27 of Trends with Friends — Howard Lindzon, JC Parets, Phil Pearlman and Riley Rosebee review the most important chart of the week, the markets sentiment shift, MemeStock Massacre, 10-Year and 2-Year Yields and more.  Like and Subscribe if you enjoy the show. Chapters Welcome (0:00) The Most Important Chart of the Week (2:20) Market Sentiment Shift (5:36) The MemeStock Massacre (6:39) The US 10-Year and 2-Year Yields (11:30) Stocktwits Social Sentiment (16:02) USD Risk on, Risk off (19:04) Redefining Luxury (21:53) Peloton Pummeled (33:14) Nvidia's Earnings Implications (38:49) The Battle to Get Lean (45:19) Wimbledon Futures Tickets (47:57) 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 --- Send in a voice message: https://podcasters.spotify.com/pod/show/trends-with-friends/message

On Episode 26 of Trends with Friends — Howard Lindzon, JC Parets, Phil Pearlman and Riley Rosebee walk through Whipsaw Hunting Season, Colorado is Phenomenal, Bull Market in Beverages, Google + YouTube are Unstoppable and Mr. Beast Fascinates. Like and Subscribe if you enjoy the show. Chapters Howard is Back (0:00) Aspen Cycling Summit (4:39) All Star Farts (8:44) Market Talk, An Interesting Tape (9:57) The Most Interesting Chart of the Week (10:06) Billionaires and the Bond Bear Market (12:03) Semiconductors Failed Breakout (14:48) Seasonality Scenario (15:48) Whipsaw Hunting Season (17:30) Ratio Charts to Watch (21:36) Repricing Private Markets (25:24) Who Killed Canada Goose? (29:35) Fashology Continues to Surprise (30:30) Davey Barstool's Great Degenerate Trade (31:21) The Future of Financial Media (34:13) Google + YouTube are Unstoppable (37:55) Mr. Beast Fascinates (39:52) The Longevity Trend (42:40) Bull Market in Beverages, $MNST + $CELH (48:47) 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/  Weed Whacker® 2.0 | Nose Hair Trimmer for Men Outlive: The Science and Art of Longevity DSTNC – “Panic15” 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  --- Send in a voice message: https://podcasters.spotify.com/pod/show/trends-with-friends/message

On Episode 25 of Trends with Friends — JC Parets, Phil Pearlman and Riley Rosebee review The Most Interesting Chart of the World, Rising Rates, Energy is in Play, Bitcoin – Beta on Beta on Beta and The Importance of Flexibility.  Like and Subscribe if you enjoy the show. Chapters Welcome (0:00) No Howie, How Was Maine? (0:07) Let's Talk Charts (2:20) Will Rates Rise? (5:59) The Most Interesting Chart of the World (6:56) Bitcoin, Beta on Beta on Beta (7:49) Energy Is In Play (12:27) Sentiment Shift (13:57) The Importance of Flexibility (14:52) Low Carb Howie (20:06) Big Bubba, 6'5” 455lbs Freshman (21:07) Eat Unlimited Avocados (26:30) Riley's Asia Food Review (28:16) Future Proof Preview (33:37)  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  --- Send in a voice message: https://podcasters.spotify.com/pod/show/trends-with-friends/message

Show NotesTweet from Willi Delwiche, CMT, CFA -https://twitter.com/WillieDelwiche/status/1687071058837307392Tweet from Unusual Whales -https://twitter.com/unusual_whales/status/1686783179485491200?s=12&t=Godkt5FzuqWcmpmvo2G5JgTweet from JC Parets - https://twitter.com/allstarcharts/status/1686057824508428296?s=12&t=Godkt5FzuqWcmpmvo2G5JgTweet from SethCL -https://twitter.com/SethCL/status/1686704316881481728

On Episode 24 of Trends with Friends — Howard Lindzon, JC Parets and Riley Rosebee review S&P 500 Seasonality, Trouble at All Time Highs, The Dollar Squeeze, Probes Fold, VCs Flock to the Middle East, The Three Economies and more. Like and Subscribe if you enjoy the show. Chapters Welcome (0:00) Phil Quit? (0:11) Riley Galivants Across Asia (1:06) Whip Around the Markets (2:59) Equally-Weighted Sector Returns (3:53) S&P 500 Pre-Election Seasonal Cycle (4:38) Nasdaq-100 Near New Highs (5:09) S&P 500, More of the Same (5:31) AAPL + MSFT = Half of Tech (5:39) The Dollar Squeeze (6:13) The 10-Year Yield (8:33) VCs Are Momentum Investors (10:04) Caution Near-Term (13:27) Josh Brown and Michael Batnick's Sentiment (15:59) Probes Fold (20:12) VCs Flock to the Middle East (23:03) The Three Economies (28:47) Consider the Source (33:49) Charts and Cheese (37:24) Links Silicon Valley VCs Tour Middle East WSJ, "AI Has Finally Become Transformative" 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 --- Send in a voice message: https://podcasters.spotify.com/pod/show/trends-with-friends/message

On Episode 23 of Trends with Friends — Howard Lindzon, Phil Pearlman and JC Parets recap Invest and Chill, Crack in a Can, Degeneracy, Luxury, Bitcoin's Breakdown, Don't Fight Papa Dow and more. Like and Subscribe if you enjoy the show. Chapters Welcome (0:00) Twitter X Killed the Bird (6:45) Charts Around the World (7:51) Invest and Chill (13:22) Discretionary, Technology and Industrials Lead The Way (15:42) Strength in European Financials (19:59) Crack In A Can (21:38) Degeneracy and Luxury (25:05) Bitcoin's Breakdown (32:34) Don't Fight Papa Dow (37:54) Overstimulated (39:09) Entertainment Talk (41:36) 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 --- Send in a voice message: https://podcasters.spotify.com/pod/show/trends-with-friends/message

On episode 103 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by JC Parets to discuss: value vs growth, JC's favorite charts right now, volatility strategies, US homeowner equity, a strategist short squeeze, Lionel Messi in Miami, and much more! Thanks to J.P. Morgan Asset Management for sponsoring this episode. To learn more about their ETF offerings, visit: www.jpmorganetfs.com Check out the latest in financial blogger fashion at The Compound shop: https://www.idontshop.com Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Josh Brown are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. Wealthcast Media, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here https://ritholtzwealth.com/advertising-disclaimers. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: https://ritholtzwealth.com/podcast-youtube-disclosures/

On Episode 20 of Trends with Friends — Howard Lindzon, Phil Pearlman, JC Parets and Riley Rosebee review The Most Interesting Chart of the Week, META Moves, The Disney Dip, Consolidation through Time and 3-Putt Parets. Chapters Welcome (0:00) JC Golfs (0:11) Intro (2:20) The Most Interesting Chart of the Week (3:37) META Moves (4:36) Buy the Disney Dip? (11:30) Consolidation through Time (14:06) Crypto Highs (15:45) Something's Happening In Financial Services (16:31) Degeneracy Thrives (17:51) No Outlet for Adolescents (19:14) Social Media Wants Your Brain (20:56) Play Sports (24:12) Lift for Show, Eat for Dough (25:33) 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 --- Send in a voice message: https://podcasters.spotify.com/pod/show/trends-with-friends/message

If you listen to the financial media, you'd think seven stocks are responsible for “the market's” gain this year. But the charts are telling us otherwise. Almost every sector is up double digits since last June. To understand what's happening in the markets, this week we connect with market technician JC Parets. JC is the founder and chief analyst at All Star Charts. The company offers daily market commentary and a technical analysis platform for research and options trading. He is seeing the continuation of a healthy sector rotation that started last year when value rallied. He has charts and comments on several stocks, commodities, and sectors.

JC Parets of AllStarCharts rejoins The Express to help us find where the bulls are running across the entire global stock market, and shares his favorite wines for the Spring season. Plus, the debt ceiling deadline is approaching quickly, and the consequences of political inaction could send global markets into an unknown spiral if the U.S. gets hit with a credit rating downgrade. Will the lessons learned in 2011 help break the standoff in Washington D.C.? www.cmegroup.com/markets/energy/crude-oil/light-sweet-crude.quotes.html https://www.investopedia.com/what-to-expect-for-the-markets-next-week-4584772 www.investopedia.com/terms/d/debt-ceiling.asp https://www.investopedia.com/terms/c/coveredcall.asp https://www.investopedia.com/ask/answers/sell-open-buy-close-buy-open-sell-close-mean/ https://allstarcharts.com/blog/ https://www.investopedia.com/investopedia-newsletter-opt-in-7095821 https://www.investopedia.com/podcasts-5225085 https://www.investopedia.com/terms/1/52weekhighlow.asp

Show Notes:Tweet from Mark Ungewitter -https://twitter.com/mark_ungewitter/status/…Article from JC Parets -https://allstarcharts.com/hows-your-hangover/

Show Notes:Blog post from JC Parets -https://allstarcharts.com/nasdaq-up-3-weeks-in-a-row/Tweet by Danny Kirsch -https://twitter.com/danny_kirsch/status/1617556688588132354Tweet by Matt Cerminaro -https://twitter.com/mattcerminaro/status/1616567266623070209

Show Notes:Blog Post from JC Parets -https://allstarcharts.com/santa-showed-up-so-now-what/Blog Post from Ben Carlson - https://awealthofcommonsense.com/2022/12/what-happens-if-housing-prices-fall-20/Quote from Bloomberg -https://www.bloomberg.com/news/articles/2023-01-17/asia-stocks-set-for-muted-open-before-boj-meeting-markets-wrap?Tweet on S&P 500 Technicals -https://twitter.com/DRobushi/status/1615833467358703616Tweet from Mike Zaccardi, CFA -https://twitter.com/MikeZaccardi/status/1615821467974881281

On episode 75 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by JC Parets and Steve Strazza to look at tons of charts and discuss: why JC is bullish precious metals, Bitcoin's make or break moment, what Warren Buffett's buying, value vs growth, and MUCH more.Check out the latest in financial blogger fashion at The Compound shop: https://www.idontshop.comInvesting involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Josh Brown are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management.Wealthcast Media, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here https://ritholtzwealth.com/advertising-disclaimers. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information.Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here:https://ritholtzwealth.com/podcast-youtube-disclosures/ Hosted on Acast. See acast.com/privacy for more information.

On episode 60 of The Compound and Friends, JC Parets joins Michael Batnick and Downtown Josh Brown to discuss JC's latest treasure trove of charts, Bitcoin as a store of value, what Buffett has been buying, and much more! Bonus: Michael reacts to breaking NBA news!This episode is presented by https://liftoffinvest.com. Liftoff® is an automated investment advisory service powered by Betterment, and is a wholly owned entity of Ritholtz Wealth Management LLC. Ritholtz Wealth Management is a Registered Investment Advisor who receives fees from clients who invest in their Liftoff proprietary portfolios, which are not necessarily discussed in the commentary.Check out the latest in financial blogger fashion at The Compound shop: https://www.idontshop.comObviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: https://ritholtzwealth.com/disclosures/Inclusion of advertisements by podcast sponsors does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers: https://abnormalreturns.us5.list-manage.com/track/click?u=f8843b0fc6f0ed7d35e67dcf5&id=33b07916d1&e=4e0f612ef0. Our GDPR privacy policy was updated on August 8, 2022. Visit acast.com/privacy for more information.

As The Express celebrates 100 episodes, we bring in JC Parets of AllStarCharts and Kenny Polcari for a full examination of the markets using technical analysis and macro fundamentals. Plus, Kenny drops an incredible recipe for a bone-in pork roast and JC gives us the perfect wine pairing to go with it. And, Dex McBean, a real-deal freestyle finance MC, joins The Express with the term of the week backed by a vicious beat. SHOW NOTE LINKS https://allstarcharts.com/blog/? https://www.kennypolcari.com/ https://insight.factset.com/ https://www.instagram.com/dex.mcbean/?hl=en https://soundcloud.com/kingtripl3