Wall Street Wildlife Investing Podcast

Krzysztof's back from Europe, but he brought COVID with him -- is his pink Care Bears hat an essential part of the recuperative process? Luke commends Krzysztof's bet against corporate real estate and regional banks (puts on $KRE!), and shares some data that supports the doom thesis. Is thorough research essential in identifying investment opportunities, or is it sufficient to take deep abdominal breaths and visualise winning? (Hint - if you have a fool as a counterparty, you're on the right side of the trade) We also make a new bet: $EOSE vs $AXON in two years’ time. Krzysztof backs EOS for its high potential gains, while Luke supports Axon's steady growth and innovations in making the world a safer place. We need *your help* in deciding the stakes! Please send us your suggestions on X or leave a comment on YouTube! To close the episode, Krzysztof dives into the state of Bitcoin and crypto, advocating a thoughtful approach to investing in this volatile market and the need to define crypto accurately, avoiding lumping legitimate projects with casino gambling. How should investors without $BTC start their journey today? Segments: [00:00:00] Introduction [00:05:22] Betting Against Corporate Real-Estate [00:12:24] Why There Is Alpha [00:16:47] EOS vs AXON Bet [00:26:08] What’s Happening with Bitcoin? ---A humble request to all our listeners: please leave us a review on Apple or Spotify if our Wall Street Wildlife episodes have helped you become a better investor.You can find more episodes of the podcast at ⁠wallstreetwildlife.com⁠, and you can follow us at:⁠X.com/7LukeHallard⁠⁠X.com/7FlyingPlatypus⁠Wall Street Wildlife is also on Instagram @wallstreetwildlife.---Fed up with the stock market giving you a hard time?- Invest like seasoned pros with over 40 years in the game- Discover the world's leading companies- Sharpen your best investing practices and ditch the worst- Learn how to start investing- Essential investing principles to boost your returns---investing in stocks for beginners, stock trading for beginners, stocks and shares for beginners, investing 101, learn how to invest, stock market for dummies

Badger returns from his motorbike trek to Budapest, but barely survives not losing his head. Monkey is still stuffing his face with cannolis in small-town Sicily (home of shoddy internet speeds and the reason why we have no video this week!). Trump and Biden are two of the most compromised presidential candidates of all time — but is one somehow better than the other from an investing perspective? We discuss the lack of systems thinking, the blaming the other guy syndrome, and whether clean energy and Inflation Reduction Act businesses would do better under Biden part II than under Trump part II. Mentioned: Nate Silver’s 538 election outcome probabilities https://projects.fivethirtyeight.com/2024-election-forecast/?cid=rrpromo and Betfair.com. As the world gets increasingly more complex, it also becomes more dangerous. Badger talks about the companies he’s going to focus on more exclusively in response to the shifting AI/cybersecurity demands, including CrowdStrike $CRWD and Anduril. Monkey is thrilled to hear this, and offers his own area of focus in a time of increasing energy needs: battery companies. $EOSE $ENVX Financial statements can keep many folks from investing. But former CFO @IAmClintMurphy reframes them in language you can understand: Is your company stable? profitable? will it survive? Let us know how you see the upcoming US presidential election affecting your life as an investor, and what megatrends and specialized areas you’re focusing on in the coming months and years! Segments: [00:00:00] Intro [00:03:31] How Will The Next Government Impact Our Investments [00:13:35] Investing in an Increasingly Dangerous World [00:17:52] What Financial Statements Tell You About A Company ---A humble request to all our listeners: please leave us a review on Apple or Spotify if our Wall Street Wildlife episodes have helped you become a better investor.You can find more episodes of the podcast at ⁠wallstreetwildlife.com⁠, and you can follow us at:⁠X.com/7LukeHallard⁠⁠X.com/7FlyingPlatypus⁠Wall Street Wildlife is also on Instagram @wallstreetwildlife.---Fed up with the stock market giving you a hard time?- Invest like seasoned pros with over 40 years in the game- Discover the world's leading companies- Sharpen your best investing practices and ditch the worst- Learn how to start investing- Essential investing principles to boost your returns---investing in stocks for beginners, stock trading for beginners, stocks and shares for beginners, investing 101, learn how to invest, stock market for dummies

While Luke is motorbiking across Europe, Krzysztof is doing aerial acrobatics above Warsaw and dropping down on jet-skis, Bond-style. Luke reads about Ray Kurzweil's latest AI prognostications, which include discovering how to use hundreds of thousands of new compounds, leading to the promise of free energy and the need to capture that energy. Krzysztof, despite his $EOSE investment waiting to flower, cautions in favor of more tempered expectations with all things AI-pie-in-the-sky. $RLAY therapeutics being a good example: while it has the strongest AI platform in biotech, getting the drugs from clinical trials to revenue is a whole 'nother ballgame. Escape velocity in longevity science: fact or fiction? We discuss and debate whether we'll be young enough to take advantage of all the medical advances. Hint: Badger needs to replace the bourbon with some tomato juice! Read more here: https://www.economist.com/by-invitation/2024/06/17/ray-kurzweil-on-how-ai-will-transform-the-physical-world AI avatars are coming to British politics. Is this another sign that we're at some kind of AI bubble/market top? $NVDA, the poster child of AI, is an astoundingly great company. But does that make it a good investment from these levels? Krzysztof discusses the dangers of being an arrogant investor who disregards valuations and disparages the old in favor of the new, with absolutist thinking. See Walter Deemer's Special report from 2000 about investing arrogance: https://www.walterdeemer.com/m3spcl.htm Segments: [00:00:00] Intro[00:02:22] Ray Kurzweil on how AI will transform the physical world[00:11:03] AI Fakery in UK Politics[00:14:13] The Dangers of Arrogance in Investing --- A humble request to all our listeners: please leave us a review on Apple or Spotify if our Wall Street Wildlife episodes have helped you become a better investor. You can find more episodes of the podcast at ⁠wallstreetwildlife.com⁠, and you can follow us at: ⁠X.com/7LukeHallard⁠ ⁠X.com/7FlyingPlatypus⁠ Wall Street Wildlife is also on Instagram @wallstreetwildlife. --- Fed up with the stock market giving you a hard time? - Invest like seasoned pros with over 40 years in the game - Discover the world's leading companies - Sharpen your best investing practices and ditch the worst - Learn how to start investing - Essential investing principles to boost your returns --- investing in stocks for beginners, stock trading for beginners, stocks and shares for beginners, investing 101, learn how to invest, stock market for dummies

After Badgering Monkey about selling Crowdstrike $CRWD (yet again), Luke discusses the differences between Crowdstrike and Palo Alto Networks $PANW, two strong cybersecurity companies. But l can there only be one? Monkey, meanwhile, wonders whether AI is going to disrupt everything, including SaaS companies like Crowdstrike, or whether certain mega-trends can overpower the impending disruptions. We also discuss the difference in mindset required when investing in best of class businesses with lofty valuations, and small caps that are much riskier but cheaper and with more binary outcomes. Krzysztof offers his view on the recent Apple Intelligence announcements and why he’s pleasantly surprised about what he heard. Hint: privacy + AI are an essential combination, and Apple will finally give customers a reason to upgrade their phones. Perhaps the recent spike in valuation is justified? Chapters: 00:00:00 Intro00:01:02 CrowdStrike vs Palo Alto Networks00:11:43 What does Luke look for in a good investment?00:19:17 Apple Intelligence --- A humble request to all our listeners: please leave us a review on Apple or Spotify if our Wall Street Wildlife episodes have helped you become a better investor. You can find more episodes of the podcast at ⁠wallstreetwildlife.com⁠, and you can follow us at: ⁠X.com/7LukeHallard⁠ ⁠X.com/7FlyingPlatypus⁠ Wall Street Wildlife is also on Instagram @wallstreetwildlife. --- Fed up with the stock market giving you a hard time? - Invest like seasoned pros with over 40 years in the game - Discover the world's leading companies - Sharpen your best investing practices and ditch the worst - Learn how to start investing - Essential investing principles to boost your returns --- investing in stocks for beginners, stock trading for beginners, stocks and shares for beginners, investing 101, learn how to invest, stock market for dummies

Luke shares his experience surprising his wife with the new Tesla Model 3 Highland, complete with its futuristic driving features $TSLA — is the smooth buying process enough of a differentiator for Tesla as a car company? Meanwhile, Krzysztof reveals his strategic moves in the “King of the Jungle" portfolio challenge, including a bullish stance on $BTC mining and AI data-warehouser Iris Energy $IREN and why he sold 20% of that position to buy even more shares of Coherus Biosciences $CHRS. The jungle duo also dives into ethical investing as Luke considers adding Palantir $PLTR and explains how the company could be seen as a force for good. Amid the tech talk, they reflect on the complexities of investing within ethical parameters. ---A humble request to all our listeners: please leave us a review on Apple or Spotify if our Wall Street Wildlife episodes have helped you become a better investor.You can find more episodes of the podcast at ⁠wallstreetwildlife.com⁠, and you can follow us at:⁠X.com/7LukeHallard⁠⁠X.com/7FlyingPlatypus⁠Wall Street Wildlife is also on Instagram @wallstreetwildlife.---Fed up with the stock market giving you a hard time?- Invest like seasoned pros with over 40 years in the game- Discover the world's leading companies- Sharpen your best investing practices and ditch the worst- Learn how to start investing- Essential investing principles to boost your returns---investing in stocks for beginners, stock trading for beginners, stocks and shares for beginners, investing 101, learn how to invest, stock market for dummies

Politics matter but can they be a distraction for investors? We discuss the way to handle political complexity in the context of Trump's criminal trial. There are over 50 million US crypto wallets. Monkey thinks crypto philosophy runs deep and that crypto policies will strongly influence the upcoming US elections. Badger is sceptical.50% or more invested in one holding: we revisit the principles of risk allocation, and how life context matters when making these decisions. Being an early adopter can spell huge returns or notable losses. This week, we dissect whether jumping into an investment trend at the outset is a savvy strategy or a risky gamble, and explore how our different experiences with early investments have shaped our approach and outlook. Badger uses Palantir $PLTR as an example of the difficulty of changing one’s mind whereas Monkey can’t shake its 1984 Orwellian vibes. If technology and science are neutral, why was Oppenheimer so worried about humans blowing up the planet? If you learned something about investing and enjoy our conversations, please leave us a review on Apple Podcasts and Spotify — it will really make a difference to us. $TSLA $PLTR $BTC 00:00:00 Intro 00:00:59 How much exposure is too much exposure 00:06:59 Should politics impact your thinking as an investor? 00:24:30 Is being an early adopter investor dangerous 00:35:15 The ability to change your mind is an investing superpower ---A humble request to all our listeners: please leave us a review on Apple or Spotify if our Wall Street Wildlife episodes have helped you become a better investor.You can find more episodes of the podcast at ⁠wallstreetwildlife.com⁠, and you can follow us at:⁠X.com/7LukeHallard⁠⁠X.com/7FlyingPlatypus⁠ Wall Street Wildlife is also on Instagram @wallstreetwildlife. ---Fed up with the stock market giving you a hard time?- Invest like seasoned pros with over 40 years in the game- Discover the world's leading companies- Sharpen your best investing practices and ditch the worst- Learn how to start investing- Essential investing principles to boost your returns ---investing in stocks for beginners, stock trading for beginners, stocks and shares for beginners, investing 101, learn how to invest, stock market for dummies

How much should macroeconomic data matter to investors? Do the prices of McDonald’s hamburgers tell us something about the state of the economy? Badger badgers his friend with a 50% portfolio allocation to $NVDA pre-earnings — was he right to do so? Mentioned: risk management, resulting, Monkey’s own violations of risk principles and their consequences, the law of investing gravity. What is passive investing? What are ETFs? How are they contributing to a potential massive investing bubble bursting? Mentioned: Andrew Lipstein’s essay in Harper’s Magazine -- 401(k) Doomsday https://harpers.org/archive/2024/06/ Chapters 00:00:00 Intro 00:04:45 Nvidia Earnings 00:17:12 Does Macro Matter? --- A humble request to all our listeners: please leave us a review on Apple or Spotify if our Wall Street Wildlife episodes have helped you become a better investor.You can find more episodes of the podcast at ⁠wallstreetwildlife.com⁠, and you can follow us at:⁠X.com/7LukeHallard⁠⁠X.com/7FlyingPlatypus⁠Wall Street Wildlife is also on Instagram and Tiktok @wallstreetwildlife.---Fed up with the stock market giving you a hard time?- Invest like seasoned pros with over 40 years in the game- Discover the world's leading companies- Sharpen your best investing practices and ditch the worst- Learn how to start investing- Essential investing principles to boost your returns---investing in stocks for beginners, stock trading for beginners, stocks and shares for beginners, investing 101, learn how to invest, stock market for dummies

In this special episode, Monkey comes back from a Zen retreat and advises Badger on all the ways he needs to get his life in order. Along the way, we discuss the pitfalls of short-term trading, and why doing less is often more when it comes to investing returns. Most importantly, Monkey challenges Badger to see if he can put away all his tech toys for his week-long retreat: listen to all the creative excuses! ---A humble request to all our listeners: please leave us a review on Apple or Spotify if our Wall Street Wildlife episodes have helped you become a better investor. We're still sub-scale, and it will help us a lot!---You can find more episodes of the podcast at ⁠wallstreetwildlife.com⁠, and you can follow us at:⁠X.com/7LukeHallard⁠⁠X.com/7FlyingPlatypus⁠Wall Street Wildlife is also on Instagram and Tiktok @wallstreetwildlife.---Fed up with the stock market giving you a hard time?- Invest like seasoned pros with over 40 years in the game- Discover the world's leading companies- Sharpen your best investing practices and ditch the worst- Learn how to start investing- Essential investing principles to boost your returns---investing in stocks for beginners, stock trading for beginners, stocks and shares for beginners, investing 101, learn how to invest, stock market for dummies

OpenAI's latest GPT-4 upgrade has Monkey and Badger both amazed and a little concerned. We dive into the mind-blowing new features: human-like voices, lightning-fast responses, and conversations that flow like never before. If you’re a math student or a science student, great news! Your life has just gotten way easier and potentially more optimized if you learn how to use this tool correctly! If you’re an investor in a company like Duolingo $DUOL, caution is advised! Badger notes that learning languages through gamification and a fancy-looking app will no longer be sufficient, while Monkey wonders whether Adobe $ADBE is in a similar quandary; memories of Kodak $KODK linger. Is the future of therapy and coaching ... robotic? Join us as we explore the potential and pitfalls of this groundbreaking technology. Is it time to rewatch 'Her' with a newfound sense of unease, or excitement? We discuss reasons to be both sceptical and optimistic. #GPT4o #GPT4omni #ChatGPT4o ---A humble request to all our listeners: please leave us a review on Apple or Spotify if our Wall Street Wildlife episodes have helped you become a better investor. We're still sub-scale, and it will help us a lot!---You can find more episodes of the podcast at ⁠wallstreetwildlife.com⁠, and you can follow us at:⁠X.com/7LukeHallard⁠⁠X.com/7FlyingPlatypus⁠Wall Street Wildlife is also on Instagram and Tiktok @wallstreetwildlife.---Fed up with the stock market giving you a hard time?- Invest like seasoned pros with over 40 years in the game- Discover the world's leading companies- Sharpen your best investing practices and ditch the worst- Learn how to start investing- Essential investing principles to boost your returns---investing in stocks for beginners, stock trading for beginners, stocks and shares for beginners, investing 101, learn how to invest, stock market for dummies

Remember the Telescope Investing podcast? Hosts Luke and Albert are back for a special reunion episode! While Krzysztof is taking a well-deserved break, Luke and Albert have plenty to catch up on since their last show in 2022. They'll discuss how investing fueled their early retirement, the lessons learned from pandemic-era stock picks (both the wins and the losses!), and the exciting new companies they're watching. Expect laughter as they reminisce about Luke's surprise dance routine at Albert's wedding. And of course, they'll swap their favorite (and maybe not-so-favorite) TV recommendations. If you're looking for an investing podcast that's as insightful as it is entertaining, this episode is for you. Join Luke and Albert for a candid and informative conversation about money, markets, and life's unexpected twists and turns. Companies mentioned in this episode include Shopify ($SHOP), MercadoLibre ($MELI), Nvidia ($NVDA), CuriosityStream ($CURI), Fiverr ($FVRR), Teladoc Health ($TDOC), Block ($SQ), Mastercard ($MA), Rocket Lab ($RKLB), SpaceX (private company), Shockwave Medical ($SWAV), TransMedics ($TMDX), Palantir ($PLTR), ZScaler ($ZS), and Trump Media & Technology Group ($DJT). ---A humble request to all our listeners: please leave us a review on Apple or Spotify if our Wall Street Wildlife episodes have helped you become a better investor. We're still sub-scale, and it will help us a lot!---You can find more episodes of the podcast at ⁠wallstreetwildlife.com⁠, and you can follow us at:⁠X.com/7LukeHallard⁠⁠X.com/7FlyingPlatypus⁠Wall Street Wildlife is also on Instagram and Tiktok @wallstreetwildlife.---Fed up with the stock market giving you a hard time?- Invest like seasoned pros with over 40 years in the game- Discover the world's leading companies- Sharpen your best investing practices and ditch the worst- Learn how to start investing- Essential investing principles to boost your returns---investing in stocks for beginners, stock trading for beginners, stocks and shares for beginners, investing 101, learn how to invest, stock market for dummies