New Trends With Friends Episode: De-Globalization, Degeneracy & Gold: Why Markets Are More Unhinged Than Ever
Good afternoon everyone,
In this episode of Trends with Friends, Michael Parekh, Phil Pearlman and I are joined by special guest Lewis Johnson (CIO of Capital Wealth Advisors) as we tackle the seismic shifts shaking up global markets.
We cover a lot of ground including peak degeneracy, the semiconductor index rollover, the rise of de-globalization, gold’s record-breaking rally, and the brewing economic chaos under Trump & Musk’s influence. We also unpack how defense stocks in Europe are soaring, why Waymo is taking over self-driving and Google may win the FSD (full self driving) race over Tesla and how investors should prepare for a world that looks nothing like the past 60 years. Tickers covered include GLD ( ▲ 0.877% ) QQQ ( ▼ 0.316% ) SMH ( ▲ 0.969% ) TSLA ( ▼ 4.395% )
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JUMP TO THE GOOD STUFF:
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(0:00) Introduction to Trends and Current Market Sentiment
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(6:09) The Launch of Social VIX and Its Implications
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(19:36) Understanding De-Globalization and Its Impact on Investments
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(31:17) Gold as a Safe Haven in a Changing World
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(41:46) Investing for the Future: A Long-Term Perspective
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(44:46) Navigating Market Trends: The Importance of Discipline
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(47:56) The Changing Landscape: Opportunities in Global Markets
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(52:42) Identifying Winning Investments: The Role of Research
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(57:48) The Shift in Market Dynamics: Embracing New Opportunities
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(1:01:44) The Future of Technology: AI and Market Adaptation
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(1:07:29) Waymo and the Future of Transportation
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(1:18:57) Self-Reliance in a Changing World: A Personal Approach
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