Скачать или смотреть Growth, Degeneracy & The End of Confidence in the United States

Join Howard Lindzon, Phil Pearlman, Michael Parekh, and special guest Jeff Richards (GP at Notable Capital, $10B AUM) as they break down the chaos of today’s markets and the long-term promise of AI and American innovation. From Tesla’s fading dominance and the flood of Chinese EVs, to self-driving disruption, the flight from U.S. assets, and even betting on the next Pope—the crew covers it all. A full-spectrum conversation on growth, degeneracy, macro risk, and why patience may be the sharpest tool in your portfolio.

📅 Recorded April 22nd, 2025
🎙️ Special Guest: Jeff Richards, General Partner at Notable Capital
🔑 Brought to you by Stocktwits

Slides: https://docs.google.com/presentation/...

🚘 Tesla vs. the World – EV competition, declining sales, and used Teslas piling up
🤖 AI Is Still Early – Why VCs are long on infrastructure and private innovation
📉 Are We in a Self-Inflicted Recession? – The real risk behind rising tariffs and policy chaos
📈 The Case for Long-Term Optimism – Why the innovation cycle will outlast the headlines
📊 Buffett's Cash & the Waiting Game – What Warren’s $300B war chest signals
📉 Flight to Europe? – Why European banks are quietly surging
🧠 Behavioral Finance 101 – The power of patience, planning, and not panic-selling
🎰 The Degenerate Economy Lives – Robinhood betting, Kalshi markets, and 14-year-olds betting on WNBA
💡 Will the Next Pope Be Pietro? – Yes, that’s an actual market on Kalshi

Chapters

00:00 Introduction and Guest Introduction
03:42 Market Overview and Cashtag Awards
05:05 Tesla Earnings Discussion
11:33 Future of Autonomous Vehicles
18:15 Global Market Dynamics and Tesla's Position
21:18 Sales Performance and Market Perception
23:01 Market Dynamics and Consumer Discretionary Trends
24:18 The Role of European Banks in Global Finance
27:04 Investment Strategies Amidst Economic Uncertainty
30:06 Innovation Cycles and the Future of Technology
34:51 Navigating Systemic Risks in Investment
39:10 The Impact of Tariffs and Global Supply Chains
42:21 AI's Role in Shaping Future Markets
46:39 Addressing Economic Inequality and Investment Opportunities
54:41 The Importance of Patience in Investing
56:47 The Degenerate Economy: Speculation as Entertainment
01:01:14 Understanding Contagion Risk in Financial Markets
01:09:34 Innovation Amidst Uncertainty: A Look Ahead

Where To Find Howard and Friends:
• Howard - https://stocktwits.com/howardlindzon
• Phil - https://stocktwits.com/ppearlman
• Michael Parekh - https://stocktwits.com/MParekh
• Jeff Richards - https://x.com/jrichlive

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/about/legal/te...