Google and Apple’s Potential Partnership, Inflation’s Impact On The Market and The Future of TikTok

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Welcome back to Trends with Friends!

Happy Spring. Phil says it’s time to get the f*** outside! Today we cover:

• Google and Apple’s potential AI partnership

• How Meme coins have become a cultural phenomenon in the crypto market

• A technical  analysis of Bitcoin

• The transparency of crypto markets

• The compression of time and the availability of new tools and platforms

• The impact of inflation on the bond market

• The lack of upside in the equities market 

• Trade ideas for Reliance Industries and Solana

• TikTok and its impact 

Skip Ahead:

00:00 Introduction and Swag Talk
02:50 Mike Tyson’s Comeback Fight
04:26 Google Gemini May Partner With Apple  
08:36 Howard Lost A Tooth
09:34 The Acceleration of AI
13:05 The Longevity of Nvidia
18:10 The Multi-Trillion Dollar Crypto Market and the Movement of Money
21:14 Solana and The Meme Coin Phenomenon
25:18 Crypto Markets
27:28 Dogwifhat and The Benefit of Public Blockchains 
30:30 The Compression of Time 
33:10 Changing The Rules
35:17 Risk and Risk Management
37:28 Inflation and the Bond Market
39:20 Interest Rates and Commodity Prices
41:12  Exposure to CRB
42:15 Best Performing Sectors
43:37 No Evidence That Interest Rates Are Going Down
45:17 Lack of Upside in Equities Market
46:20 Trade Idea: Reliance Industries
47:34 Trade Idea: Selling Solana
51:25 CoStar Group and The Real Estate Market
55:00 Price And Popularity
1:00:18 Post-AI Data
1:01:20 TikTok and its Impact
1:05:11 The Three Asset Classes (Maybe Four) 
1:07:20 It’s Spring Get The Fuck Outside

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