The Dollar Drops, Tech Ticks All-Time Highs, Public Rancor, Risk On // Risk Off and Human Intelligence

Welcome back to Trends with Friends!

On this week’s episode we discuss Technology’s Resilience, Historic Returns, Apple’s AI Play, Robinhood, Finding Profitability, Zombie Companies and Frauds on Forbes.

Tune in on your favorite podcast platform or select a timestamp to skip ahead. Please leave us a Like or Comment if you enjoy the show. 

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Chapters

Welcome (0:00)
State of the Market (2:33)
USD & The 10-Year (4:10)
Axon’s All-Time High (8:13)
The Nasdaq’s Reaction to Apple’s Earnings (9:31)
Apple’s AI Play (13:24)
The Big Get Bigger, Technology’s Resilience (14:33)
QQQ vs. TLT (18:30)
Here’s The Thing About “Behavioral” (20:00)
Historic Returns (22:20)
The Median Stock is Flat (22:47)
Same as Ever (24:40)
S&P 500’s Drawdowns (26:55)
In the Long Run, Stocks Go Up (32:29)
The Start-Up World (34:08)
Zombie Companies (35:53)
Moving Past Unicorns (38:38)
Finding Profitability (39:37)
USD Safe Haven (42:24)
Robinhood (43:40)
Ube. Lyft (47:23)
What Does Del? (50:53)
Seasonal Weight Gain (5)
Frauds on Forbes (57:05)
Building Wal1:00:13)

Here are tweekeatured Charts, 

USD and 10-Year

Axon’s All-Time Highs

Apple & Microsoft March Higher

The Big Get Bigger

QQQ vs. TLT

Sector Performance Since October 2022

The Median Stock is Flat

S&P 500’s % Drawdowns

In the long run, stocks go up

Zombie Companies

Udemy finds profitabilty

Robinhood falls on earnings

Uber vs. Lyft

Dell