Special Live Episode: Panic With Friends
THIS WEEK ON TRENDS WITH FRIENDS
We’ve got a fresh episode of Trends with Friends hot off the press, and this one’s special – it was recorded live on Tuesday! Be sure to follow us on Twitter so you don’t miss the next Livestream.
🎙️ Join Howard Lindzon, Phil Pearlman, JC Parets, and Michael Parekh as they dive into the rollercoaster of recent market events, including the DOJ’s ruling against Google.
With a combined 100+ years of market wisdom, our panel offers a calm and insightful look at the VIX spike and what it means for investors.
Here’s a taste of what we covered:
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📈 The recent VIX spike and its market implications
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🐂 Is the bull market still holding strong?
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⚖️ The DOJ’s antitrust ruling against Google and its ripple effects on big tech
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💱 The yen carry trade unwinding and its global market impact
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📉 Trends with No Friends: Highlighting overlooked stocks making moves
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🛡️ Understanding and managing your risk profile
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🛑 Why panic selling during volatility is usually a bad move
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🔄 Smart strategies for portfolio rebalancing in uncertain times
SKIP AHEAD
(00:00) Introduction and market overview
(05:12) Understanding the VIX spike and its implications
(14:03) Is the bull market still intact?
(18:24) Google’s antitrust ruling and impact on big tech
(32:24) Michael Parekh on the DOJ vs Google case
(37:13) Should you sell Google stock?
(41:25) Recent acquisitions in the AI space
(49:55) Explaining the yen carry trade
(58:24) Trends with No Friends: Clearwater Analytics (CWAN)
(01:00:16) Howard’s picks: CBOE and Philip Morris International
(01:02:53) Phil’s advice on long-term investing plans
(01:05:42) Understanding your risk profile in volatile markets
WHERE TO FIND HOWARD AND FRIENDS
• Howard – https://stocktwits.com/howardlindzon
• JC – https://stocktwits.com/allstarcharts
• Phil – https://stocktwits.com/ppearlman
• Michael – https://stocktwits.com/MParekh
• 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.
Stocktwits, Inc. (“Stocktwits”) operates the stocktwits.com website and Stocktwits mobile device applications (the “Apps”). Stocktwits is not a securities broker-dealer, investment adviser, or any other type of financial professional. No content on the Stocktwits platform should be considered an offer, solicitation of an offer, or advice to buy or sell securities or any other type of investment or financial product. Read the full terms & conditions here. 🔍