Today’s 8-to-80 Brands/Stocks, Shopify’s Relative Strength, and Beef vs Pork

Happy Saturday,

On this week’s episode of Trends with Friends the crew reviews Today’s 8-to-80, Shopify’s Relative Strength, Shoutout Fred Wilson, Beef vs Pork and more.

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Chapters

Intro (0:00)
Where’s JC? (0:25)
Markets Reaction to the Fed (1:27)
Look at Long Duration Assets (2:52)
iPhone 14 is Insane (4:32)
One Ticker Missing… (5:37)
Shopify Relative Strength (6:04)
Today’s 8-80 (8:33)
Oracle and Intuitive Surgical (9:55)
More Applications for AI than Crypto in 6 Months (11:52)
Fred Wilson’s Latest (12:42)
Enterprise AI (13:34)
Big Banks are Worse than the DMV (15:16)
Index Opportunities (17:55)
Deselecting is Selecting (18:50)
New Secular Bull via AI (23:36)
Beef vs Pork (29:53)

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