Bitcoin vs Bonds: The Great Debate

THIS WEEK ON TRENDS WITH FRIENDS 

Boomers had housing, millennials have Bitcoin. Generational wealth debates, AI transforming everything from oil extraction to financial analysis, and small-cap stocks making waves—it’s all here in the latest episode of Trends with Friends.

This week, we wrangle an all-star panel featuring Anthony Pompliano (Pomp!) and Armando Gonzalez (Bigdata.com mastermind) to unpack the Great Bitcoin vs Bonds debate.

The key question: Can Bitcoin eat the bond market’s lunch?

📅 Recorded live on Tuesday, December 3rd.
📈 Here are the charts.

KEY TOPICS

• Bitcoin’s November flex and its implications

• The Bitcoin vs. Bonds debate: Are bonds just… done?

• AI taking over, from oil fields to financial spreadsheets

• Small-cap stocks: The “trends with no friends” comeback

• Attention and meme culture—because fundamentals are overrated

• BigData.com’s game-changing approach to data analysis

• Why generational wealth-building is shifting from real estate to digital assets

SKIP AHEAD

(00:00) Intro and guest welcome
(01:38) Bitcoin’s November performance
(11:30) BigData.com and AI discussion
(20:07) Prompting and understanding AI responses
(26:35) The great Bitcoin vs Bonds debate
(38:33) Monthly charts with JC
(40:34) Crypto over the years
(46:56) Network effects: how they’re changing
(53:11) Book discussion with Pomp
(57:39) The energy sector and AI
(01:05:41) Trends with No Friends: $CRDO
(01:10:20) Closing thoughts

WHERE TO FIND HOWARD AND FRIENDS

• Howard – https://stocktwits.com/howardlindzon 
• JC – https://stocktwits.com/allstarcharts 
• Phil – https://stocktwits.com/ppearlman 
• Michael Parekh – https://stocktwits.com/MParekh 
• Anthony Pompliano – https://x.com/APompliano
• Armando Gonzalez – https://www.linkedin.com/in/armando-gonzalez-a28572b/
• Riley – https://stocktwits.com/coloradoriley 
• Production and Marketing – https://penname.co/

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Disclaimer: All opinions expressed on this show are solely the opinions of the hosts’ and guests’ and do not reflect the opinions of Stocktwits, Inc. or its affiliates. The hosts are not SEC or FINRA registered advisors or professionals. The content of this show is for educational and entertainment purposes only. Please consult with your financial advisor before making any investment decision.

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