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Safe Haven Assets, Politics vs. Stocks, Bullish Beehiiv Outlook, and GE's Future

Trends with Friends EP. 62

Author

Howard Lindzon
May 02, 2024

Thanks to our sponsor, FinChat, the complete stock research platform for fundamental investors. TWF listeners get 15% off at checkout with the code "TWF." Learn more today.

Another wild ride on Trends with Friends, where Howard and JC spar over degenerate investing. Riley Rosebee joins us for the latest Trends With NO Friends bets, and together we cover:

  • Why we’re bullish on Beehiiv

  • The importance of organic growth

  • Politics, stock and anger

  • The role of human psychology in the stock market

  • Why you should be paying attention to the 3 G’s

  • Why Michael Parekh says not to give up on Apple

  • The significance of privacy in the context of AI and technology

  • Trends With No Friends Bets

  • The role of financial advisors and the importance of having one

  • The impact of the Japanese yen on the stock market and why it matters

Skip Ahead:

00:00 Greetings and Small Talk
04:25 Trends with Friends Updates
08:47 The Use of Email As a Social Network
11:13 Beehiiv vs. Substack
17:52 Politics, Stock and Anger
20:47 $DJT and Degenerate Investors 
23:50 Price Behavior and Investing Mentalities
25:49 Dogecoin, Trump Media, and Tesla 
28:55 The Power of Gold: A Safe Haven Asset
31:55 JC’s Mexican Gold Miner Trade
35:30 Bullishness on Nvidia and Google
38:28 Apple’s Potential
41:16 Goldman Sachs and Capital Markets
42:42 GE: The 4th G
46:10 Introduction to Aramark
48:47 Allegheny Technologies Inc. (ATI)
51:02 The Impact of the Japanese Yen on the Stock Market
54:50 See You Next Week

Big Thank You To Our Guest:

Where To Find Howard and Friends:

• Production and Marketing - https://penname.co/ 

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 decisions.

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