In this week’s episode, I cover the following topics: Why I added Amazon to the Degenerate Economy Index and why I think Google, Apple, Amazon and Nvidia are the true kingpins of the AI-driven, on-demand economy. Then I talk about Cambrian explosion...

Good afternoon everyone, We are back with another edition of Trends With Friends. On this episode, I’m joined by Michael Parekh and Roy Rubin to unpack the Open AI ‘code red’ and the state of the AI wars: $GOOGL ( ▼ 0.0% ) vs OpenAI, $AAPL ( ▲ 0.12% )...

As a reminder, MarketSurge (by Investor’s Business Daily) is a sponsor of the weekly show. All the charts you have been seeing in the videos and will continue to see are from MarketSurge. They are offering my readers 2 months for $59.95 – save...

Happy Sunday… I am starting to think about 2026 as it relates to the markets and investing trends. It is amazing how few things you have to get right to have a good investing year. I know this because like every year I got so many things wrong and yet...

Happy Friday afternoon. Before I get started… I got an unusually high amount of responses to my post yesterday about the TAM explosion in the degenerate economy. It is always nice to hear from readers and I rarely share the shoutouts but this one from...

**Note: TAM = Total Addressable Market What a difference a few years make in the ‘degenerate economy’! In 2022, the mob wanted Vlad in jail for sprinkling ‘confetti’ on the screen after you executed a trade but in 2025 the mob is cheering Vlad and...

Good afternoon… This Michael Ovitz riff on history and domain experience building CAA (do click and read/listen) really resonated with me as an investor and CEO… Twitter tweet I believe domain experience around investing, markets, financial media is...

As a reminder, MarketSurge (by Investor’s Business Daily) is now a sponsor of the weekly show. All the charts you have been seeing in the videos and will continue to see are from MarketSurge. They are offering my readers 2 months for $59.95 – save...

Good morning. It is a big shopping weekend so I thought I would share a few links link to some portfolio companies offering great ‘Cyber Monday ’sales. For you Manscapers and significant others, there is a 25 percent off site wide sale on all...

Good morning… I hope everyone had a great thanksgiving. In this week’s episode, I cover the following topics: Robinhood is building out their own prediction market stack and Kalshi might be the odd man out. The prediction market wars are heating up. One...