Unusual Whales

Unusual Whales Pod Ep. 59: Global Economics and Investment Amidst Tariffs, Sponsored by TemaETFsThis episode of the Unusual Whales Pod was recorded Live on March 26th, 2025. Nicholas is joined by the CIO of Tema ETFs Yuri Khodjamirian, sponsored by Tema ETFs who manages the American Reshoring ETF Trading Symbol: $RSHO. Along with Yuri and a panel of experts, Nicholas explores the topics of tariffs, reshoring, nearshoring, and the global macroeconomic implications amidst ongoing and increasing tariff uncertaintyPanel:Yuri Khodjamirian https://x.com/YuriKhodjamAdam Ozimek https://x.com/ModeledBehaviorMarko Bjegovic https://x.com/MBjegovicJohn Konrad: https://x.com/johnkonradHosted by: Nicholas FNS: https://twitter.com/NicholasFNSUnusual Whales: https://twitter.com/unusual_whalesThis Pod is not financial advice. Unusual Whales Inc. is not registered as a securities broker-dealer or an investment adviser with the U.S. Securities and Exchange Commission, the Financial Industry Regulatory Authority (“FINRA”) or any state securities regulatory authority. The stock market is risky, and any trade or investment is expected to have some, or total, loss. Please do research before any trade. Do not use this information for financial decisions or for investing. You should consult your legal or tax professional regarding your specific situation.Unusual Social Media:Discord: https://discord.com/invite/unusualwhalesFacebook: https://www.facebook.com/unusualwhalesInstagram: https://www.instagram.com/unusualwhales/Reddit: https://old.reddit.com/r/unusual_whales/TikTok: https://www.tiktok.com/@unusual_whalesTwitter: https://twitter.com/unusual_whalesYouTube: https://www.youtube.com/unusualwhales/Merch: https://unusual-whales.creator-spring.com/

Unusual Whales Pod Ep. 58: Rate Pause, Fed Policy, Recession, Trump's Tariffs, and Macro Outlook for 2025This episode of the Unusual Whales Pod was recorded Live on March 19, 2025. Nicholas is joined by a panel of macro experts to discuss the Fed Rate Pause, Trump’s Tariffs, the economy, and how things are looking from a macroeconomic, bird’s eye view here in 2025.Panel:Joseph Wang https://twitter.com/FedGuy12Thelastbearstanding https://twitter.com/LastBearStandngBob Elliott https://x.com/BobEUnlimitedMarko Bjegovic https://x.com/MBjegovicHosted by: Nicholas FNS: https://twitter.com/NicholasFNSUnusual Whales: https://twitter.com/unusual_whalesThis Pod is not financial advice. Unusual Whales Inc. is not registered as a securities broker-dealer or an investment adviser with the U.S. Securities and Exchange Commission, the Financial Industry Regulatory Authority (“FINRA”) or any state securities regulatory authority. The stock market is risky, and any trade or investment is expected to have some, or total, loss. Please do research before any trade. Do not use this information for financial decisions or for investing. You should consult your legal or tax professional regarding your specific situation.Unusual Social Media:Discord: https://discord.com/invite/unusualwhalesFacebook: https://www.facebook.com/unusualwhalesInstagram: https://www.instagram.com/unusualwhales/Reddit: https://old.reddit.com/r/unusual_whales/TikTok: https://www.tiktok.com/@unusual_whalesTwitter: https://twitter.com/unusual_whalesYouTube: https://www.youtube.com/unusualwhales/Merch: https://unusual-whales.creator-spring.com/**

Unusual Whales Pod Ep. 57: Quality Investing, Moats, and Buffett sponsored by TemaETFsThis episode of the Unusual Whales Pod was recorded Live on March 13th, 2025. Nicholas is joined by the Founder and CEO of Tema ETFs Maurits Pots, who manages the Monopolies and Oligopolies ETF, $TOLL investing in Quality Companies with tangible Moats to Unlock Long-term Compounding.Join us as we explore the concepts of quality investing, what makes a moat, and how investors can navigate the turbulent waters of current market volatility.Panel:Maurits Pot https://x.com/mauritspot Pieter “Compounding Quality” https://x.com/QCompounding Hosted by: Nicholas FNS: https://twitter.com/NicholasFNSUnusual Whales: https://twitter.com/unusual_whalesThis Pod is not financial advice. Unusual Whales Inc. is not registered as a securities broker-dealer or an investment adviser with the U.S. Securities and Exchange Commission, the Financial Industry Regulatory Authority (“FINRA”) or any state securities regulatory authority. The stock market is risky, and any trade or investment is expected to have some, or total, loss. Please do research before any trade. Do not use this information for financial decisions or for investing. You should consult your legal or tax professional regarding your specific situation.Unusual Social Media:Discord: https://discord.com/invite/unusualwhalesFacebook: https://www.facebook.com/unusualwhalesInstagram: https://www.instagram.com/unusualwhales/Reddit: https://old.reddit.com/r/unusual_whales/TikTok: https://www.tiktok.com/@unusual_whalesTwitter: https://twitter.com/unusual_whalesYouTube: https://www.youtube.com/unusualwhales/Merch: https://unusual-whales.creator-spring.com/**

Unusual Whales Pod Ep. 55: Quantum Computing Innovation, Investments, and Policy sponsored by Defiance ETFsThis episode of the Unusual Whales Pod was recorded Live on February 27th, 2025. Our host is joined by the CEO and CIO of Defiance ETFs, who manages the $QTUM Quantum ETF, as well as several experts in the fields of quantum computing and AI to discuss the potential of quantum computing, and how companies and investors are positioning themselves for the future. This podcast episode was sponsored by Defiance ETFs.Panel:Sylvia Jablonski https://x.com/SylvushkaPierre-Luc Dallaire-Demers https://x.com/dallairedemers Patrick Coles https://x.com/ColesThermoAI Richa Sharma https://x.com/richa_lq Hosted by: Nicholas FNS: https://twitter.com/NicholasFNSUnusual Whales: https://twitter.com/unusual_whalesThis Pod is not financial advice. Unusual Whales Inc. is not registered as a securities broker-dealer or an investment adviser with the U.S. Securities and Exchange Commission, the Financial Industry Regulatory Authority (“FINRA”) or any state securities regulatory authority. The stock market is risky, and any trade or investment is expected to have some, or total, loss. Please do research before any trade. Do not use this information for financial decisions or for investing. You should consult your legal or tax professional regarding your specific situation.Unusual Social Media:Discord: https://discord.com/invite/unusualwhalesFacebook: https://www.facebook.com/unusualwhalesInstagram: https://www.instagram.com/unusualwhales/Reddit: https://old.reddit.com/r/unusual_whales/TikTok: https://www.tiktok.com/@unusual_whalesTwitter: https://twitter.com/unusual_whalesTwitch: https://www.twitch.tv/unusualwhalesYouTube: https://www.youtube.com/unusualwhales/Merch: https://unusual-whales.creator-spring.com/

Unusual Whales Pod Ep. 56: Reshoring in the United States, Tariffs, and Trade sponsored by Tema ETFsThis episode of the Unusual Whales Pod was recorded Live on March 3rd, 2025. Nicholas is joined by the CIO of Tema ETFs Yuri Khodjamirian, sponsored by Tema ETFs who manages the American Reshoring ETF Trading Symbol: $RSHO. Join us as we explore the potential goals behind Trump’s proposed tariffs and the recent tensions between the U.S. and its trade allies. With insights from experts in macroeconomics, investing, portfolio management, and market research, we’ll examine how economists and analysts interpret the situation and what developments may lie ahead.Panel:Yuri Khodjamirian https://x.com/YuriKhodjamAdam Ozimek https://x.com/ModeledBehaviorMarko Bjegovic https://x.com/MBjegovicAndy Constan https://x.com/dampedspring Hosted by: Nicholas FNS: https://twitter.com/NicholasFNSUnusual Whales: https://twitter.com/unusual_whalesThis Pod is not financial advice. Unusual Whales Inc. is not registered as a securities broker-dealer or an investment adviser with the U.S. Securities and Exchange Commission, the Financial Industry Regulatory Authority (“FINRA”) or any state securities regulatory authority. The stock market is risky, and any trade or investment is expected to have some, or total, loss. Please do research before any trade. Do not use this information for financial decisions or for investing. You should consult your legal or tax professional regarding your specific situation.Unusual Social Media:Discord: https://discord.com/invite/unusualwhalesFacebook: https://www.facebook.com/unusualwhalesInstagram: https://www.instagram.com/unusualwhales/Reddit: https://old.reddit.com/r/unusual_whales/TikTok: https://www.tiktok.com/@unusual_whalesTwitter: https://twitter.com/unusual_whalesYouTube: https://www.youtube.com/unusualwhales/Merch: https://unusual-whales.creator-spring.com/

Yuri Khodjamirian, CIO of Tema ETFs, joins physicians Jason Fung, Ken Berry, and Jesse Morse to discuss the future of U.S. healthcare. They explore the implications of Robert F. Kennedy Jr.'s policies, specifically focusing on disease prevention through diets like intermittent fasting. The panel debates drug reform's impact on pharma finance and advocates for RFK Jr.'s idea of radical transparency to combat misinformation. They also highlight the potential of deregulation in biotechnology, while emphasizing innovative investment opportunities related to obesity and cardiometabolic health.

Unusual Whales Pod Ep. 53: Trump, Tariffs, Trade, and Reshoring, sponsored by TemaETFsThis episode of the Unusual Whales Pod was recorded Live on February 4th, 2025. Nicholas is joined by the CIO of Tema ETFs Yuri Khodjamirian, sponsored by Tema ETFs who manages the American Reshoring ETF Trading Symbol: $RSHO. Along with experts in macroeconomics, investing, portfolio management, and market research, we take a look into the potential goals of Trump’s proposed tariffs, now that some clashing between the US and trade allies have occurred. Come learn how macroeconomists and researchers view the situation, and what sort of things we can expect to see in the future!Panel:Yuri Khodjamirian https://x.com/YuriKhodjamAdam Ozimek https://x.com/ModeledBehaviorMarko Bjegovic https://x.com/MBjegovicBen Golub https://x.com/ben_golubBrent Johnson https://x.com/SantiagoAuFundHosted by:Nicholas FNS: https://twitter.com/NicholasFNSUnusual Whales: https://twitter.com/unusual_whalesThis Pod is not financial advice. Unusual Whales Inc. is not registered as a securities broker-dealer or an investment adviser with the U.S. Securities and Exchange Commission, the Financial Industry Regulatory Authority (“FINRA”) or any state securities regulatory authority. The stock market is risky, and any trade or investment is expected to have some, or total, loss. Please do research before any trade. Do not use this information for financial decisions or for investing. You should consult your legal or tax professional regarding your specific situation.Unusual Social Media:Discord: https://discord.com/invite/unusualwhalesFacebook: https://www.facebook.com/unusualwhalesInstagram: https://www.instagram.com/unusualwhales/Reddit: https://old.reddit.com/r/unusual_whales/TikTok: https://www.tiktok.com/@unusual_whalesTwitter: https://twitter.com/unusual_whalesYouTube: https://www.youtube.com/unusualwhales/Merch: https://unusual-whales.creator-spring.com/

This episode of the Unusual Whales Pod was recorded Live on January 29, 2025. Nicholas is joined by a panel of macro experts to dive deep into the topics of the Fed Rate Pause, Trump Administration fiscal policies, and the general macroeconomic outlook and markets as we break into 2025. Panel:Joseph Wang https://twitter.com/FedGuy12Thelastbearstanding https://twitter.com/LastBearStandngCem Karsan https://twitter.com/jam_croissantMarko Bjegovic https://x.com/MBjegovicRandy Woodward https://x.com/TheBondFreak Hosted by: Nicholas FNS: https://twitter.com/NicholasFNSUnusual Whales: https://twitter.com/unusual_whalesThis Pod is not financial advice. Unusual Whales Inc. is not registered as a securities broker-dealer or an investment adviser with the U.S. Securities and Exchange Commission, the Financial Industry Regulatory Authority (“FINRA”) or any state securities regulatory authority. The stock market is risky, and any trade or investment is expected to have some, or total, loss. Please do research before any trade. Do not use this information for financial decisions or for investing. You should consult your legal or tax professional regarding your specific situation.Unusual Social Media:Discord: https://discord.com/invite/unusualwhalesFacebook: https://www.facebook.com/unusualwhalesInstagram: https://www.instagram.com/unusualwhales/Reddit: https://old.reddit.com/r/unusual_whales/TikTok: https://www.tiktok.com/@unusual_whalesTwitter: https://twitter.com/unusual_whalesTwitch: https://www.twitch.tv/unusualwhalesYouTube: https://www.youtube.com/unusualwhales/Merch: https://unusual-whales.creator-spring.com/**

Episode 51: JPM Health Conference, Biotech, and Biopharma sponsored by BioPharmCatalystThis episode of the Unusual Whales Pod, sponsored and joined by BioPharmCatalyst, was recorded Live on January 21, 2025. Our host is joined by doctors and BioTech investors to discuss the 43rd JPM Health Conference. Covering a wide array of topics from expiring patents, to industry hopes and concerns with the incoming administration, BioPharmCatalyst walks us through what they’re watching here at the top of 2025.Panel:BioPharmCatalyst https://twitter.com/BPharmCatalystChristian Marulanda https://x.com/crismarulandacDr. Jason Fung https://x.com/drjasonfungChristian Angermayer https://twitter.com/C_AngermayerHosted by: Nicholas FNS: https://twitter.com/NicholasFNSUnusual Whales: https://twitter.com/unusual_whalesThis Pod is not financial advice. Unusual Whales Inc. is not registered as a securities broker-dealer or an investment adviser with the U.S. Securities and Exchange Commission, the Financial Industry Regulatory Authority (“FINRA”) or any state securities regulatory authority. The stock market is risky, and any trade or investment is expected to have some, or total, loss. Please do research before any trade. Do not use this information for financial decisions or for investing. You should consult your legal or tax professional regarding your specific situation.Unusual Social Media:Discord: https://discord.com/invite/unusualwhalesFacebook: https://www.facebook.com/unusualwhalesInstagram: https://www.instagram.com/unusualwhales/Reddit: https://old.reddit.com/r/unusual_whales/TikTok: https://www.tiktok.com/@unusual_whalesTwitter: https://twitter.com/unusual_whalesTwitch: https://www.twitch.tv/unusualwhalesYouTube: https://www.youtube.com/unusualwhales/Merch: https://unusual-whales.creator-spring.com/

Unusual Whales Pod Ep. 50: Nuclear Energy and Power, sponsored by Tema ETFsThis episode of the Unusual Whales Pod was recorded Live on January 14, 2025. Our host is joined by the CIO of Tema ETFs Yuri Khodjamirian, sponsored by Tema ETFs and their Electrification ETF, $VOLT. Along with experts in nuclear energy production, safety, and markets, the Panel discusses everything from the supply-demand concerns, to the incoming US Presidential administration’s potential effects on Nuclear EnergyPanel:Yuri Khodjamirian https://x.com/YuriKhodjamJenifer Avellaneda https://x.com/NuclearHazelnut Justin Huhn https://x.com/uraniuminsiderMark Nelson https://x.com/energybantsJR Majewski https://x.com/JRMajewskiHosted by: Nicholas FNS: https://twitter.com/NicholasFNSUnusual Whales: https://twitter.com/unusual_whalesThis Pod is not financial advice. Unusual Whales Inc. is not registered as a securities broker-dealer or an investment adviser with the U.S. Securities and Exchange Commission, the Financial Industry Regulatory Authority (“FINRA”) or any state securities regulatory authority. The stock market is risky, and any trade or investment is expected to have some, or total, loss. Please do research before any trade. Do not use this information for financial decisions or for investing. You should consult your legal or tax professional regarding your specific situation.Unusual Social Media:Discord: https://discord.com/invite/unusualwhalesFacebook: https://www.facebook.com/unusualwhalesInstagram: https://www.instagram.com/unusualwhales/Reddit: https://old.reddit.com/r/unusual_whales/TikTok: https://www.tiktok.com/@unusual_whalesTwitter: https://twitter.com/unusual_whalesTwitch: https://www.twitch.tv/unusualwhalesYouTube: https://www.youtube.com/unusualwhales/Merch: https://unusual-whales.creator-spring.com/