Uploaded February 2024 | Updated September 2026, 3 weeks ago
Sector Shifts | Vanguard Highs | Small Caps Soaring | Chinese ETFs | Gator Tales
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In today’s episode, Howard, JC, Phil, and Riley discuss the following:
• Why we’re having sector rotations and what it means for the market
• One of JC’s favorite stocks in the market right now
• Why you should be looking at Chinese ETFs
• The pivotal role of sleep in your health and the importance of limiting unforced errors
• And, of course, the story of how Howard’s friend lost his finger to an alligator
Share your thoughts on the show by leaving a comment or review.
P.S. Big things are coming for Trends With Friends! We’ve partnered with Pen Name Consulting, which is behind some of the biggest podcasts in the world. Stay tuned for some exciting updates. If you aren’t already, be sure to subscribe to Trends with Friends here howardlindzon.com
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In This Episode, We Cover:
(00:00) Welcome to Trends with Friends
(03:08) Howard’s friend loses a finger to an alligator, and his revenge plans
(10:09) Vanguard market fund hits an all-time high, and it’s not just tech reaching ATHs
(13:45) Small-cap industrials also reach all-time highs
(14:30) Our job: form suspicion and invest accordingly, and why sector rotation demands attention
(17:47) JC’s stock pick: MPC
(19:20) The vivid dreams JC is having
(20:34) Sector rotation and stock breakouts
(24:40) Analysis of the Russell 2000 and its index components
(30:22) SMCI reaches ATH, the importance of maintaining a journal, and Stocktwits analysis
(33:35) MMYT
(36:00) Why Phil loves social media
(38:48) Closing of Chinese ETFs (MCHI)
(42:33) Health talk: decreasing unforced errors
(46:57) JC meets Joe Weisenthal and talks gangster steak
(49:21) Luxury travel and dining
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Referenced:
FinChat.io — finchat.io/
Howard’s Blog — howardlindzon.com/
JC’s Blog — allstarcharts.com/blog/
Pearl’s Prime Cuts — primecuts.substack.com/
Riley’s Blog — popularprice.beehiiv.com/
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Where To Find Howard and Friends:
Howard Lindzon — twitter.com/howardlindzon
JC Parets — twitter.com/allstarcharts
Phil Pearlman — twitter.com/ppearlman
Riley Rosebee — twitter.com/be_rosebee
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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 decisions.
Sector Shifts | Vanguard Highs | Small Caps Soaring | Chinese ETFs | Gator Tales
—
In today’s episode, Howard, JC, Phil, and Riley discuss the following:
• Why we’re having sector rotations and what it means for the market
• One of JC’s favorite stocks in the market right now
• Why you should be looking at Chinese ETFs
• The pivotal role of sleep in your health and the importance of limiting unforced errors
• And, of course, the story of how Howard’s friend lost his finger to an alligator
Share your thoughts on the show by leaving a comment or review.
P.S. Big things are coming for Trends With Friends! We’ve partnered with Pen Name Consulting, which is behind some of the biggest podcasts in the world. Stay tuned for some exciting updates. If you aren’t already, be sure to subscribe to Trends with Friends here howardlindzon.com
—
In This Episode, We Cover:
(00:00) Welcome to Trends with Friends
(03:08) Howard’s friend loses a finger to an alligator, and his revenge plans
(10:09) Vanguard market fund hits an all-time high, and it’s not just tech reaching ATHs
(13:45) Small-cap industrials also reach all-time highs
(14:30) Our job: form suspicion and invest accordingly, and why sector rotation demands attention
(17:47) JC’s stock pick: MPC
(19:20) The vivid dreams JC is having
(20:34) Sector rotation and stock breakouts
(24:40) Analysis of the Russell 2000 and its index components
(30:22) SMCI reaches ATH, the importance of maintaining a journal, and Stocktwits analysis
(33:35) MMYT
(36:00) Why Phil loves social media
(38:48) Closing of Chinese ETFs (MCHI)
(42:33) Health talk: decreasing unforced errors
(46:57) JC meets Joe Weisenthal and talks gangster steak
(49:21) Luxury travel and dining
—
Referenced:
FinChat.io — finchat.io/
Howard’s Blog — howardlindzon.com/
JC’s Blog — allstarcharts.com/blog/
Pearl’s Prime Cuts — primecuts.substack.com/
Riley’s Blog — popularprice.beehiiv.com/
—
Where To Find Howard and Friends:
Howard Lindzon — twitter.com/howardlindzon
JC Parets — twitter.com/allstarcharts
Phil Pearlman — twitter.com/ppearlman
Riley Rosebee — twitter.com/be_rosebee
—
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 decisions.
