📺 The Confluence of Degeneracy and Machines, Great Tech is First a Toy

Happy Saturday!

The 9th episode of Trends with Friends is available on your favorite podcast platform.

Apple | Spotify | Youtube

Here are this week’s chapters — click the timestamp to skip to a section.

Welcome (0:00)
JC’s Basketball and Wine Night (1:22)
Not Medical Advice (1:49)
Chart Art (2:21)
US Dollar x Short S&P 500 (2:57)
Shoutout to Howard Lindzon (4:53)
The Bull Steepener (6:28)
No Flight to Safety (8:00)
The World Didn’t End (9:59)
Every Cycle is Different (11:15)
Phil’s Spike Take (13:11)
Novo Nordisk (13:34)
Weight Watchers is Down Bad (15:48)
McDonalds $200B Market Cap (17:25)
The Degenerate Economy (18:09)
Cal-Maine Foods Flies Near ATHs (20:25)
Around the Horn on AI (21:15)
AI is Cheap (22:22)
The Confluence of Degeneracy and Machines (24:25)
JC’s AI Applications (26:40)
Great Technology is First a Toy (28:42)
Nasdaq 7-Month Highs (30:48)
Semiconductors are Strong (31:28)
Entrepreneurship + AI (35:11)
Foster Your Closest Relationships (35:58)

Shoutout — Jonathan Krinsky, Barry Ritholtz, Jason Raznick, JeanCarlo Mendez, Social Leverage, DSTNC, Miami and Grass Clippings.

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Enjoy your day.