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Trends with Friends

Stocks Showing Weakness, Deglobalization and The 30-Year Yield

21 Oct 2023

Description

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 

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