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- New Episode of Trends With Friends: Financial Nihilism and the Path Back to Fundamentals
New Episode of Trends With Friends: Financial Nihilism and the Path Back to Fundamentals
With Frank Rotman
Howard Lindzon
November 27, 2024
Hey Friends,
Yesterday on Trends with Friends we dove into market behavior and venture capital trends with none other than Frank Rotman of QED Investors.
Frank takes us on a no-BS exploration of how the markets are evolving and the difference between playing the speculation game versus investing for the long haul.
WE COVER:
The current state of VC and how the Darwin Effect plays out
AI narratives: separating hype from reality
Why market nihilism is alive and well
The unglamorous brilliance of infrastructure investments
How to navigate speculative manias (without losing your shirt)
Catch the full conversation, recorded live on November 26th:
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JUMP TO THE GOOD STUFF:
(00:00) Guest welcome and tech issues
(03:36) Market psychology and preparation
(06:20) AI narratives and investment trends
(13:20) Nvidia earnings
(17:07) Semiconductors hitting new lows
(18:53) Microstrategy vs Bitcoin
(24:49) Financial nihilism discussion
(39:20) S&P500 Trend Environment
(48:18) Technology sector underperformance
(51:54) Trends with No Friends: MasTec
(53:45) Closing thoughts
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