Trends with Friends
The 17-Month Bull Market, Bull Market Parties, Strength in Defense and India’s Upside — Trends with Friends EP. 40
01 Dec 2023
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
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