Ep 104: Market Downturn Prep! + $ISRG 🤖+$PRCT +$PYPL 💸 + Don't Die (your portfolio will thank you!)
Wall Street Wildlife Investing Podcast
Legal Ways to Mitigate the US Estate Tax
Luke outlines mitigation: use non-US domiciled ETFs or create a US will and QDOT to manage spousal deferral and planning.
In this episode, we deliver a critical reality check for new investors and reveal a hidden tax trap that could decimate your portfolio. Plus, watch a live breakdown of Intuitive Surgical's earnings and a high-stakes options trade dilemma.
* 🚨 Market Reality Check: Think stocks only go up? We're sharing Peter Lynch's timeless advice on how to survive (and thrive in) the inevitable market correction.
* 📊 Mastering Earnings Reports: Watch a live breakdown of Intuitive Surgical's stellar quarter. We'll show you exactly how to analyze financials and validate your investment thesis with real data. $ISRG
* 💰 High-Stakes PayPal Trade: Listen in on a real-time options dilemma. Are March 2026 calls the right play for a turnaround, or is this a costly mistake waiting to happen? $PYPL
* 💀 The Investor's 40% Tax Nightmare: A critical warning for non-US investors. Learn about the hidden US estate tax that could decimate your portfolio, and the legal strategies you can use to protect your legacy.
* 🎯 You vs. Us Challenge: We're launching the Wall Street Wildlife Community Portfolio! Submit your best stock pick and let's see if the wisdom of the jungle can beat the hosts.
Sources:
TCAF Peter Lynch interview: https://youtu.be/YIlurDigZcY
Segments:
00:00 Welcome & New Investor Warning
06:32 Market Cycles and the Coming Downturn
13:44 Peter Lynch's Timeless Investing Wisdom
35:04 How to Review Quarterly Earnings (Intuitive Surgical)
46:46 Monkey's Robotic Surgery Discovery
53:38 Live PayPal Options Dilemma
01:11:18 The 40% Estate Tax Trap for International Investors
01:24:25 Community Portfolio Challenge Announcement
Special Guest Teaser: Episode 105 features one of the world's highest-volume robotic surgeons and UK training authority on the Da Vinci system - an unmissable deep dive for ISRG investors!
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If you want to see our furry faces, this podcast is also available on YouTube at https://www.youtube.com/@WallStreetWildlife?sub_confirmation=1
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Monkey’s “Zen, Nietzsche, How to Live” Substack:
http://firephilosophy.substack.com
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To use the same portfolio tracking tool as Luke, check-out:
https://www.portseido.com/?fpr=lukehallard
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Disclosure: Wall Street Wildlife hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation
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Keywords:investing for beginners, stock market, how to invest, Peter Lynch, Intuitive Surgical, ISRG, PayPal, PYPL, quarterly earnings analysis, how to read an earnings report, recurring revenue, robotic surgery, Da Vinci surgical system, options trading, LEAPS, call options, estate tax for non-US investors, international investing tax, US withholding tax, stock portfolio, financial education, market correction, market downturn
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