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- New Episode of Trends With Friends: Bitcoin vs. Bonds: The Great Debate
New Episode of Trends With Friends: Bitcoin vs. Bonds: The Great Debate
With Anthony Pompliano and Armando Gonzalez
Howard Lindzon
December 04, 2024
Hey Friends,
This week, we dive headfirst into the chaos of markets with a debate for the ages: Bitcoin vs. Bonds. Is Bitcoin really the “millennial’s real estate,” or just another speculative bubble? We’ve got an all-star panel to help us figure it out:
Anthony Pompliano (Founder & CEO, Professional Capital Management)
Armando Gonzalez (Founder, Bigdata.com)
Here’s what we covered (and why you don’t want to miss it):
Bitcoin’s November moonshot
How AI is reshaping everything from oil extraction to financial markets
Meme culture meets market fundamentals: why attention might be your most valuable asset
Small-cap stocks, Trends with No Friends, and the “perfect storm of degeneracy”
Catch you in the episode—come for the debate, stay for the rants.
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JUMP TO THE GOOD STUFF:
(00:00) Intro and guest welcome
(01:38) Bitcoin's November performance
(11:30) BigData.com and AI discussion
(20:07) Prompting and understanding AI responses
(26:35) The great Bitcoin vs Bonds debate
(38:33) Monthly charts with JC
(40:34) Crypto over the years
(46:56) Network effects: how they're changing
(53:11) Book discussion with Pomp
(57:39) The energy sector and AI
(01:05:41) Trends with No Friends: $CRDO
(01:10:20) Closing thoughts
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.
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