The Ben and Emil Show

BAES 90: A millionaire tells us why he's going ALL IN on robots

Mar 6, 2025
Chris Camillo, a successful investor and co-owner of Collecticon, dives into the transformative world of humanoid robots. He discusses his bold investments in companies like Tesla and Figure AI, and shares fascinating anecdotes from his trading career. The conversation explores the societal implications of automation, the evolving landscape of consumer behavior shaped by social media, and the complexities of market dynamics in uncertain times. With insights on wealth disparities and future technologies, Chris paints a visionary picture of our automated landscape.
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ANECDOTE

Snapple Short

  • Chris Camillo noticed Snapple losing shelf space as a teenager, which led him to short the stock.
  • This early success sparked his interest in connecting real-world observations with market trends.
INSIGHT

Spotting Change

  • Detecting change, especially rapid and significant shifts, is key to identifying investment opportunities.
  • Connect those changes to companies that will benefit or suffer from them and trade accordingly.
ADVICE

Social Arbitrage

  • Trade based on social arbitrage, which involves spotting changes not yet priced into the market.
  • Exit the trade when the information becomes widely known and reflected in stock prices.
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