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Howard Lindzon
United States
เข้าร่วมเมื่อ 5 ต.ค. 2011
Hello, I’m Howard. I’ve been a financial industry entrepreneur and investor for over 20 years. Today, I'm focused on investing and advising. I am the co-host of Trends with Friends, CEO of Stocktwits, and General Partner at Social Leverage. Be sure to check out Trends with Friends now on the Stocktwits TH-cam channel th-cam.com/users/stocktwits
Why Owning Your Audience Matters: AI, Email Newsletters, and the Future of Content
This week we’re joined by Tyler Denk (CEO of Beehiiv) and Ben Cahn (podcast host and trader), as we explore the evolving landscape of creator distribution, the renaissance of email newsletters, and the strategic role of AI in modern business. This episode dives deep into the future of digital publishing, platform independence, and the shifting dynamics of creator monetization.
Recorded live on Tuesday, December 17th
Charts: docs.google.com/presentation/d/12wMKaefpRjUIZUU4OvGFf7520Qyr8E_LmsHlB_RFijc/edit#slide=id.g27fac37c9b6_0_1
Key Topics Covered:
• The problems with platform dependency and the "death by thousand substacks" phenomenon
• How AI is reshaping business operations and productivity
• The evolution of email newsletters as a primary distribution channel
• Why owning your distribution matters more than ever
• The role of network effects in modern tech platforms
• How Beehiiv approaches creator monetization differently from Substack
• The future of website building and content creation tools
• Argentina's emerging market opportunity and market trends
• Tesla, Elon Musk, and the power of storytelling in markets
Skip Ahead:
(00:00) Guest introductions
(06:36) Death by a thousand substacks discussion
(15:35) The power of email distribution
(25:30) Platform dependency risks
(31:28) TH-cam’s resurgence
(37:24) AI corner: Broadcom, AMD, Nvidia, and more
(43:34) Beehiiv's AI approach and a look at other big AI players
(50:42) Tesla and Elon Musk discussion
(01:02:00) How Beehiiv approaches creator monetization differently from Substack
(01:08:06) Trends with NO friends: Argentina markets
(01:09:07) Market trends and closing thoughts
Where To Find Howard and Friends:
• Howard - stocktwits.com/howardlindzon
• Phil - stocktwits.com/ppearlman
• Michael - stocktwits.com/MParekh
• Riley - stocktwits.com/coloradoriley
• Tyler Denk - x.com/denk_tweets
• Ben Cahn - x.com/Buncahn
• Production and Marketing - penname.co/
Trends with Friends is brought to you by Stocktwits: stocktwits.com/
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. Read the full terms & conditions here: stocktwits.com/c/uncategorized/2024/02/21/stocktwits-newsletter-disclaimer/
Recorded live on Tuesday, December 17th
Charts: docs.google.com/presentation/d/12wMKaefpRjUIZUU4OvGFf7520Qyr8E_LmsHlB_RFijc/edit#slide=id.g27fac37c9b6_0_1
Key Topics Covered:
• The problems with platform dependency and the "death by thousand substacks" phenomenon
• How AI is reshaping business operations and productivity
• The evolution of email newsletters as a primary distribution channel
• Why owning your distribution matters more than ever
• The role of network effects in modern tech platforms
• How Beehiiv approaches creator monetization differently from Substack
• The future of website building and content creation tools
• Argentina's emerging market opportunity and market trends
• Tesla, Elon Musk, and the power of storytelling in markets
Skip Ahead:
(00:00) Guest introductions
(06:36) Death by a thousand substacks discussion
(15:35) The power of email distribution
(25:30) Platform dependency risks
(31:28) TH-cam’s resurgence
(37:24) AI corner: Broadcom, AMD, Nvidia, and more
(43:34) Beehiiv's AI approach and a look at other big AI players
(50:42) Tesla and Elon Musk discussion
(01:02:00) How Beehiiv approaches creator monetization differently from Substack
(01:08:06) Trends with NO friends: Argentina markets
(01:09:07) Market trends and closing thoughts
Where To Find Howard and Friends:
• Howard - stocktwits.com/howardlindzon
• Phil - stocktwits.com/ppearlman
• Michael - stocktwits.com/MParekh
• Riley - stocktwits.com/coloradoriley
• Tyler Denk - x.com/denk_tweets
• Ben Cahn - x.com/Buncahn
• Production and Marketing - penname.co/
Trends with Friends is brought to you by Stocktwits: stocktwits.com/
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. Read the full terms & conditions here: stocktwits.com/c/uncategorized/2024/02/21/stocktwits-newsletter-disclaimer/
มุมมอง: 485
วีดีโอ
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Join us for an exclusive deep dive into Bowlero Corporation's transformation into Lucky Strike Entertainment, featuring executives Lev Ekster and Bobby Lavan. Discover how this entertainment powerhouse is revolutionizing location-based entertainment through innovative technology, strategic acquisitions, and a vision that extends far beyond traditional bowling. Recorded live on Tuesday, December...
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The Meme Coin Revolution: How Crypto Is Changing Investing And Culture
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India's Market Momentum Explained: AI, IPOs, and the Future of Global Trade
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In this episode, we dive deep into India's booming stock market and digital economy with Yash from Stocktwits India. We explore the factors driving India's market surge, the impact of AI and semiconductors on global tech, and the shifting dynamics between India, China, and the US in the tech space. Key topics covered: • India's stock market boom and the factors driving it • The rise of retail i...
China's Breakout, Retail Trends, and the Future of AI-Driven Nuclear Energy | Jeff Macke
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Join us for a deep dive into market trends with special guest Jeff Macke. We explore China's market breakout, retail trends heading into the holiday season, and the surprising comeback of nuclear energy driven by AI. Plus, insights on consumer discretionary stocks, the "degenerate economy" index, and more. Key topics include: • China's market resurgence and its implications for global markets •...
Sh!t Storm for the Bears! - China's Market Reversal, Tesla's Valuation, and OpenAI’s $150B Bet
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Investing in the Future: AI, Pattern Breaking, and the Evolution of VC | Mike Maples Jr.
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Join Howard Lindzon and Michael Parekh as they dive deep into the world of venture capital with Mike Maples Jr., founding partner at Floodgate Partners. This insightful conversation covers the evolution of VC from Web 2.0 to the era of AI, the importance of pattern-breaking in startup success, and the changing dynamics of founder-investor relationships. Key topics include: • The origins of Floo...
Four Reasons To Be Fired Up About Financials with Larry Thompson
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Join Phil Pearlman, JC Parets, Michael Parekh, and Larry Thompson as they dissect current market trends, from semiconductors to financials, and explore the future of AI in consumer tech. This episode covers: • The potential top in semiconductors and its implications for the broader market • Why financials are poised for outperformance in the coming months • Apple's AI strategy and its impact on...
What Election Year Means For Your Stock Portfolio
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Nvidia Day Special: Charting the Future of AI and Humanoid Investing
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Dude is jealous of Elon
Joe is a legend. Respect!!!!!
too too much talking over each other its awful to listen to esp at 1.5 x or above dont interrupt so much
🤡🤡🤡 You are pumping this on the ST platoform with ads, no wonder!! makes sense now! SEC is taking notes. Dirty.
Is TESLA still a MEME Stock? Who is that INDIAN guy? Looks like his expert analysis did not age well. STOCK is now all time high $410! Probably a short seller.
👍👍👍 holy crap Howies microphone works, audio levels across most everyone is matched, dang! lol howies glasses must be key lol. Pro tip to anyone if you have a medical necessity use it ✨😘☃️👏🏻👏🏻👏🏻 love yall
thx
Fanghai Composite Index letsgooo
Nice🎉🎉🎉🎉
😅yabbadabbado
Pomp has been right for five yrs straight. I don't think that will change anytime soon.
Howard talking about his fears resonate... But to be clear it might be the beginning of '95 instead of the end of '99. We know now that the 2000 crash is coming. We dont know when or how or why. JC is the secret weapon to help us be ahead of the curve and not to lose our shirt in the process
Pomp > Michael
All I could hear is pomp chewing his gum , disgusting
my reaction to this...jc is the man - "i'm rooting for you bro"...parekh is brilliant - i subscribe to his newsletter...never heard of bigdata but i just signed up...pompliano - i just tune him out...he's a one trick pony...howard/phil - simply awesome...been following them for 10+ years...
This bitcoin vs bonds issue is too important for you guys to step on each other. I want to hear all the disparate opinions. Take it in turns or get a speaking stick. Please don't become Fox Nooz.
Great job Howard
I’ve been long crypto since 2017. That said “BTC bigger than the bond market”. Hilarious. What do you call a grifter in a nice suit and tie? Charlatan perhaps? Pomp is hilarious. Amigo please….
Pomp is definitely relying on anecdotals and a confirmation bias that is blinding him to a degree. But that doesn't mean he is entirely wrong. He's just missing a LOT and I think that could sting... But even he is diversified out of that type of issue. He has his books. He's running hedge funds. He's a social influencer who makes money with ads, merch, subscriptions, etc. He can be wild about BTC and even overextended within his "portfolio" because he has the broader level of coverage. The layman watching this needs to understand that about these sorts of things. At least Howie, JC, Phil... they have the humility to recognize that they're missing things and the humility to admit their positioning is structured in a well rounded way that Pomp has yet to learn.
Don’t sleep on the cryptocurrency related $HOOD trade, my friends who trend! 🤝
On the point of the "intriguing" interpretation of the new (Trump) administration. I entirely agree with Michael that the new admin is going to go the most extremely against the grain of the governing norms we've gotten used to. And that is happening under a tense global backdrop... Trump of a decade ago was someone who was still involved in the normal business cycle. He has since been removed from many normal investments given his presidency, his scandals, and his reputation. He is now VERY RISKY and the whole Trump dynasty has subsequently been forced into the marginal economy of the grifters, con-men, criminals, and corrupt countries. I am doubtful that the stock market will have the same controlling effect on him as it once did. I do believe him when he says he wants revenge. I believe that is driving him more than people are giving it credit. 1. He wanted to make himself immune from prosecution. CHECK 2. He wants to get back at those who betrayed and belittled him. ONGOING 3. He wants to use his position to enrich himself and his family. ONGOING One can hope that #3 is the type of thing that acts like a rising tide (and lifts all ships) rather than what I fear is his goal (to drown those who aren't with him and/or were against him).
I'm new to trading and it's not gone well so far - I've lost a chunk of money trying out strategies from TH-cam and that. If you've got any tips or advice, I'd really appreciate it.
As a beginner, having a mentor is crucial for accountability and guidance. My CFA Sarah Jane Braunshausen is a renowned figure in her line of work. I recommend researching her credentials further... She has many years of experience and is a valuable resource for anyone looking to navigate the financial market..
Please educate me. I've come across this name before. Now I am interested. How can I reach her?
This is correct, Sarah strategy has normalized winning trades for me also, and it's a huge milestone for me looking back to how it all started..
Yes, I agree with you. Her platform is wonderful, and her strategies are exceptional
Trading can be really frustrating for most people when they're first starting out. But there are definitely some effective ways to do it.
JC let's chart BONK bro
Parekh and Rotman = the two adult guests in the show.
Ya who even cares about x. Anyone who’s anyone is on stock twits
🤣🤣🤣🤣🤣
Appreciate the detailed breakdown! Just a quick off-topic question: My OKX wallet holds some USDT, and I have the seed phrase. (alarm fetch churn bridge exercise tape speak race clerk couch crater letter). Could you explain how to move them to Binance?
Mastec is owned by the Inter Miami owners where Messi plays.
I have no idea where he's getting that information from, and I love industrial stocks. Since 1999, Tech and Engery, with a little bit of consumer discretionary here and there, have dominated the market.
What a terrifying future! What are we gonna do with all these people that now don’t have meaningful work
A man’s ability to see a scam is inversely correlated to the amount he is being paid. 😂
"the greater fool", "don't be the remaining bagholder", "swimming naked in the high tide", "always bet on black", etc.....a whole episode on degen gambling nice!
The old narrow minded guy is smart
He don't know that NVIDIA chips get demand from Bitcoin mining
Thanks to You Mate, I have realistic expectations for this bullrun. Got into crypto early this year and I have truly learned a lot from you about cycles, crypto and markets as a whole. Now I know that all assets/markets are heavily tied to eachother and global economy has very high impact on Crypto. Thats why I am very cautious about when traditional markets top and how this affects Bitcoin and altcoins. If i havent discovered your channel I would have blindly holding instead of engaging the market........ I have managed to grow a nest egg of around 2.3Bitcoin to a decent 24Bitcoin. in the space of a few months... I'm especially grateful to Seren Wintersun’s, whose deep expertise and traditional trading acumen have been invaluable in this challenging, ever-evolving financial landscape.
SHE IS ON TELE GRAM.
@Serenwintersun
In a field as rapidly evolving as cryptocurrency, staying updated is crucial. Seren’s continual research and adaptation to the latest market changes have been instrumental in helping me make informed decisions.
Always backup your trading with a good strategy.
Nice, I was just hoding before I found Wintersun. In my opinion she is the very best out there.
MP is not a chill guy
Whats the value of mental construct? Idea/concept/a whatever. And lets remember before anything is anything its first in the mind. So any real world thing is a simple derivative of a meme. So then a meme is actually fundamental reality, its the base.
MP talkin a lot of shit just to have 0 actionable trading plan for bitcoin and/or memecoins - typical sideline yapper
thanks for the good stuff guys. Big help. appreciate the balance talks.. keeps my greed regulated. more power..
JC's face during the Boomer comment 😂
Great conversation. Joe is the mf man.
Howie - Any real listener/viewer of this comes here for everything non crypto (metaphorically, philosophically, everythingically) - go back to your roots , you are starting to stray to far from the nest - don’t listen to me - listen to Mike.
Paramount? 11:04
Joe is on fire. Loved the dynamic here. It was very entertaining!
Beans for breakfast too! Those carbs in there are slowwwwwwww. Keeps ya full until mid afternoon.
What's the best way to make money from cryptocurrency?
As a beginner, it's essential for you to have a mentor to keep you accountable. I'm guided by a widely known crypto consultant
Venturing into crypto as a newbie was very difficult due to lack of experience which resulted in loosing funds... But Fiona Cote restored hope shes a good woman
To be honest I invested in crypto as $10,000 because I was skeptical initially. Receiving my profit weekly without any attached fees gave me more confidence to reinvest
HOW CAN I REACH HER?
@fiona310 That's her name
Appreciate the detailed breakdown! Just a quick off-topic question: I have a SafePal wallet with USDT, and I have the seed phrase. (alarm fetch churn bridge exercise tape speak race clerk couch crater letter). How can I transfer them to Binance?
your seed phrase will give someone access to your account if they know your wallet, so probably best to delete that part of your question
Bro, blackrock ripped to ATH after this
This video was right before a bitcoin correction
Heard you on Sirius a few weeks ago re: "degenerate economy". Rang a bell for me. First time listener. Thanks for a great show.
And finally, the quality of the show is amazing!