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: https://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) YouTube’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 - https://stocktwits.com/howardlindzon

• JC - https://stocktwits.com/allstarcharts

• Phil - https://stocktwits.com/ppearlman

• Michael Parekh - https://stocktwits.com/MParekh

• Riley - https://stocktwits.com/coloradoriley

• Tyler Denk - https://x.com/denk_tweets

• Ben Cahn - https://x.com/Buncahn

• Production and Marketing - https://penname.co/

Trends with Friends is brought to you by Stocktwits: https://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: https://stocktwits.com/c/uncategorized/2024/02/21/stocktwits-newsletter-disclaimer/

Join us for an exclusive deep dive into Bolero 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 10th

Brought to you by Lucky Strike

Charts: https://docs.google.com/presentation/d/1HT2wLR-xkJ2b580SSUSUNz8qg7BU1woPVFEshnQMEw4/edit?usp=sharing

Key Topics Covered:

• The strategic rebrand from Bolero to Lucky Strike Entertainment

• Evolution from a single NYC bowling alley to 360 premium entertainment locations

• Integration of AI and technology in entertainment venues

• Revolutionary approach to revenue optimization and customer experience

• Expansion into water parks and family entertainment centers

• The Professional Bowlers Association (PBA) ownership and media rights

• Implementation of social media integration and gaming elements

• Strategic vision for location-based entertainment market expansion

Skip Ahead:

(00:00) Show introduction and welcome

(02:50) Introduction of Lucky Strike executives

(04:08) Company history and evolution

(07:58) Their design-forward approach

(10:56) Competitive/pro bowling and the popularity of the sport

(14:27) Growth opportunities

(17:00) Revenue model discussion

(20:08) Gamification and AI integration

(23:12) PBA tour and brand involvement

(29:19) Charts with JC

(37:00) Lucky Strikle's future growth initiatives

(39:32) Market overview

(40:23) Google's new quantum computing chip

(47:32) The psychology of markets

(51:25) Trends with No Friends: PriceSmart

(52:40) Closing remarks

Where To Find Howard and Friends:

• Howard - https://stocktwits.com/howardlindzon

• JC - https://stocktwits.com/allstarcharts

• Phil - https://stocktwits.com/ppearlman

• Michael Parekh - https://stocktwits.com/MParekh

• Riley - https://stocktwits.com/coloradoriley

• Lev Ekster - https://www.linkedin.com/in/lev-ekster/

• Bobby Lavan - https://www.linkedin.com/in/bobby-lavan-274505107/

• Production and Marketing - https://penname.co/

Trends with Friends is brought to you by Stocktwits: https://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: https://stocktwits.com/c/uncategorized/2024/02/21/stocktwits-newsletter-disclaimer/

Join an all-star panel featuring special guests Anthony Pompliano (Founder & CEO of Professional Capital Management) and Armando Gonzalez (Founder of Bigdata.com) as they dive deep into the evolving landscape of financial markets. From heated debates about Bitcoin versus bonds to practical applications of AI across industries, this episode explores the intersection of traditional finance and emerging technologies.

Recorded live on Tuesday, December 3rd

Brought to you by Bigdata.com

Charts: https://docs.google.com/presentation/d/1h_Qfv5HNJYwNM99g3pnLU-WWrTW-Xeq_ZTNuzMZupuU/edit?usp=sharing

Key Topics Covered:

• Bitcoin's spectacular November performance and its broader implications

• The great Bitcoin vs Bonds debate: Can Bitcoin surpass the bond market?

• How AI is transforming industries from oil extraction to financial analysis

• The rise of small-cap stocks and "trends with no friends"

• The role of attention and meme culture in modern investing

• How bigdata.com is revolutionizing financial data analysis

• The generational shift in wealth-building: from real estate to Bitcoin

• The practical applications of AI beyond chatbots and consumer applications

Skip Ahead:

(00:00) Intro and guest welcome

(01:38) Bitcoin's November performance

(11:30) BigData.com and AI discussion

(20:07) Prompting and understanding AI responses

(26:35) The great Bitcoin vs Bonds debate

(38:33) Monthly charts with JC

(40:34) Crypto over the years

(46:56) Network effects: how they're changing

(53:11) Book discussion with Pomp

(57:39) The energy sector and AI

(01:05:41) Trends with No Friends: $CRDO

(01:10:20) Closing thoughts

Where To Find Howard and Friends:

• Howard - https://stocktwits.com/howardlindzon

• JC - https://stocktwits.com/allstarcharts

• Phil - https://stocktwits.com/ppearlman

• Michael Parekh - https://stocktwits.com/MParekh

• Anthony Pompliano - https://x.com/APompliano

• Armando Gonzalez - https://www.linkedin.com/in/armando-gonzalez-a28572b/

• Riley - https://stocktwits.com/coloradoriley

• Production and Marketing - https://penname.co/

Trends with Friends is brought to you by Stocktwits: https://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: https://stocktwits.com/c/uncategorized/2024/02/21/stocktwits-newsletter-disclaimer/