The Howard Lindzon Show: Investors Flee for Cash, The Big Tech and Silicon Valley PR Problem: Why Americans Hate AI & The SEC Is Politicized
Good morning…
I am back with another episode of The Howard Lindzon Show with Michelle Steele.
In this episode, we cover why investors are fleeing to cash at the fastest rate since 2020, the unintended consequences of the SEC potentially ending quarterly earnings reports and why the tech industry’s biggest billionaires are ruining AI’s and Silicon Valley’s public image.
Also, the hidden AI hardware winners: the $AAPL ( ▲ 0.27% ) Mac Mini and $GOOGL ( ▼ 0.8% ) and the oversupply of prediction markets and why $HOOD ( ▼ 2.44% ) stock is struggling despite the degeneracy boom.
A reminder: the Cashtag Awards are back on May 4th at the New York Stock Exchange with Polymarket presenting and comedian Nathan MacIntosh bringing the heat. Last year overflowed the room, and this year will be bigger, louder, and more degenerate.
You can see all the topics below and skip around however you like…
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JUMP TO THE GOOD STUFF:
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0:00 – Intro & St. Patrick’s Day Banter
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0:48 – Announcing the 2026 Cashtag Awards at the NYSE!
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2:21 – Market Vibes: Why are investors rushing to cash?
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5:38 – The SEC wants to make quarterly earnings optional?!
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10:50 – Insider trading risks & the SpaceX SPY inclusion
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16:21 – The AI Vibe Shift: Why 83% of Americans dislike AI
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21:39 – Big Tech’s massive PR problem & Claude vs. the Pentagon
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24:26 – OpenAI’s pivot & why $AAPL ( ▲ 0.27% ) and $GOOGL ( ▼ 0.8% ) are the real AI winners
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28:16 – The “Oversupply of Degeneracy”: $DKNG ( ▼ 1.54% ) , $HOOD ( ▼ 2.44% ) , & Prediction Markets
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33:05 – Outro & Finding global buying opportunities
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