Description
Today, we’re joined by Jim O'Shaughnessy, investor, VC, and Wall Street legend.
Howard, Phil, JC, and Jim discuss the following:
AI in the stock market
How speculation has become a form of entertainment, fueled by free time and advancements in AI
Self-control in the face of technological advancements
Why parents and grandparents play a crucial role in guiding children and teenagers in navigating the digital world and managing their exposure to new technologies
How counting and paying attention to data and trends can provide valuable insights and help you make informed decisions
European financials and how they influence the dollar
Also, we realize Jim's audio isn't the greatest, so we put together a transcript of the episode here https://rb.gy/8gw35t
If you aren’t already, be sure to subscribe to Trends with Friends here https://www.howardlindzon.com/
—
In This Episode, We Cover:
(00:00) Welcome
(04:12) Jim O'Shaughnessy's background and interest in AI
(05:49) AI in the stock market
(07:48) Market snapshot and trends with JC
(11:49) Jim’s market intuition
(14:19) The future of AI
(19:16) Nividia and IBM
(22:03) Why JC says to count
(23:20) Charts walkthrough with JC: German DAX, Polish Zloty, and more
(27:43) Divergence across the market
(29:50) The degenerate economy: DraftKings, the Super Bowl, and emerging tech
(32:14) The importance of controlling your interactions with technology
(35:52) The role of AI in the speculative economy
(38:19) Speculation as entertainment
(43:38) Advice for navigating new technology
(49:35) The role of parents and grandparents
(52:58) Counting, Biden tweets, and political speeches
(57:04) The Economist cover on China
(59:37) Anecdotes and negative sentiment
(01:01:28) Next week: the media trend
—
Referenced:
Unix vs Linux: The history of how Unix started and influenced Linux: https://www.redhat.com/sysadmin/unix-linux-history
David Deutsch: https://twitter.com/DavidDeutschOxf
Rupert Sheldrake: https://www.sheldrake.org/
Michael Parekh: https://www.michaelparekh.me/
Andy Kessler: https://twitter.com/andykessler
Sam Altman: https://blog.samaltman.com/
Ben Hunt: https://www.epsilontheory.com/w-ben-hunt/
DraftKings: https://www.draftkings.com/
—
Big Thank You To Our Guest:
Jim O'Shaughnessy: https://twitter.com/jposhaughnessy
O'Shaughnessy Ventures: https://twitter.com/osventuresllc
—
Where To Find Howard and Friends:
Howard - https://stocktwits.com/howardlindzon
JC - https://stocktwits.com/allstarcharts
Phil - https://stocktwits.com/ppearlman
Riley - https://stocktwits.com/coloradoriley
—
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.
---
Send in a voice message: https://podcasters.spotify.com/pod/show/trends-with-friends/message
Join Frank Rotman of QED Investors for a deep dive into market behavior and the state of venture capital. This episode explores the intersection of traditional investing and new market dynamics, featuring insights on AI hype, market trends, and the difference between speculation and...
Published 11/27/24
Special guests Joe McCann and Ryan Rasmussen joined us this week to break down the meme coin phenomenon, Solana's rise, Bitcoin's potential as a national reserve, and the future of decentralized finance. We explore:
• The explosion of meme coins and why they're capturing retail attention
• How...
Published 11/20/24