Wall Street Wildlife Investing Podcast

• E86: Robotaxi Wreck? Stablecoin Revolution

  🌍 Geopolitical Chaos & Market Stability - Markets remain surprisingly calm despite escalating tensions with Iran. We explore why volatility stayed low and discuss the investment wisdom of avoiding market timing during uncertain times🏥 HIMS Gets Blindsided - Down 27% after Novo Nordisk pulls the plug on their Ozempic collaboration. A stark reminder of why healthcare stocks can be dangerous when you're not in control of your own destiny $NOVO $HIMS🎾 The Federer Philosophy - Roger Federer only won 54% of his points yet dominated tennis for decades. What this teaches us about successful investing and why being only mostly right can still make you a champion🚗 Tesla Robotaxi: Vision vs Reality - Austin's Robotaxi launch sparks debate: Is Tesla's vision-only approach brilliant or reckless? We break down LIDAR vs cameras and whether Elon should swallow his pride for safety $TSLA💰 Stablecoins: The Trojan Horse of Finance - The GENIUS Act passes, legitimizing digital dollars. Could this be the beginning of the end for Visa and Mastercard? We explore how Amazon coins and programmable money might reshape finance forever $V $MA $USDC💻 AMD's AI Inference Play - Why the "second best" semiconductor company might dominate the next phase of AI. Training models is NVIDIA's game, but using them? That's where AMD could shine $AMDSegments:00:43 Geopolitical Tensions and Market Reactions 06:19 HIMSS Stock Crash Analysis12:24 The Roger Federer Investment Philosophy18:24 Tesla Robotaxi Launch Deep Dive33:59 Stablecoins and the Future of Finance52:43 AMD Safari Pick - AI Inference Opportunity56:28 Closing Thoughts**********If you want to see our furry faces, this podcast is also available on YouTube at ⁠https://www.youtube.com/@WallStreetWildlife?sub_confirmation=1⁠**********SUPPORT THE SHOW AND BECOME A PATREON:https://patreon.com/wallstreetwildlife**********Find more episodes of the podcast at ⁠⁠⁠wallstreetwildlife.com⁠⁠⁠ where you can also get our "10 Laws of the Investing Jungle" free PDF download, and you can follow us at:⁠⁠x.com/7LukeHallard⁠x.com/7FlyingPlatypusWall Street Wildlife is also on Instagram @wallstreetwildlife**********Fiscal.AI is the Complete Stock Research Platform for fundamental investors. With its beautiful design and institutional-quality data, Fiscal AI is incredibly powerful and easy to use.Get 15% off any premium plan with:https://fiscal.ai/wildlife**********Listen to the Chit Chat Stocks Podcast for discussions on stocks, financial markets, super investors, and more. Follow the show on Spotify, Apple Podcasts, or YouTubehttps://open.spotify.com/show/4SBtOWGEOmD9pmltgIXO8r**********To use the same portfolio tracking tool as Luke, check-out:⁠https://www.portseido.com/?fpr=lukehallard**********Monkey’s “Zen, Nietzsche, How to Live” Substack:http://firephilosophy.substack.com**********Disclosure: Wall Street Wildlife hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation**********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

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• E85: Martin Shkreli vs Quantum Computing | A Pro Trader's Guide to Cutting Losses

  🍕 Pentagon Pizza Index: Reading Geopolitical Tea Leaves - Ever noticed takeout orders spike near the Pentagon before major crises? Sometimes unconventional data points can provide valuable market sentiment insights🧬 Martin Shkreli's Quantum Computing Crusade - The controversial pharma entrepreneur turned quantum computing bear makes his case for why the sector is a massive bubble. We dissect his debate performance and whether his "never ever" stance goes too far⚡ EOS Energy Options Strategy Deep Dive - Krzysztof breaks down his sophisticated options play on EOS after the stock's 40% crash, using standard deviation calculations and long-dated LEAPs to maximize leverage while managing risk📃 Immigration Policy Reality Check - Luke explains why he sold Remitly after Trump's immigration promises didn't materialize as expected $RELY🎰 The Psychology of Cutting Losses - Poker lessons applied to investing: why folding a position (even at a loss) often separates beginners from pros, and how price anchoring can destroy portfolios🌴 Thank you for supporting Wall Street Wildlife on Patreon! 💵 Your support helps us continue bringing you valuable insights and market analysisSegments: 00:00 Introduction00:45 Pentagon Pizza Index: Food Orders Predict Crises08:45 Open Source Intelligence and Flight Tracking12:12 Technical Analysis: Valid Tool or Voodoo?15:57 Martin Shkreli: The Quantum Computing Bear25:00 Gartner Hype Cycle and Quantum Bubble Dynamics27:59 Shkreli's Character and Investment Credibility32:37 Quantum Computing Short Strategies33:01 EOS Energy Options Play Breakdown $EOSE41:02 Options Strategy: Standard Deviation and LEAPs45:25 Immigration Policy and Remitly Exit $RELY48:57 Poker Psychology: Folding Winners and Cutting Losses**********If you want to see our furry faces, this podcast is also available on YouTube at ⁠https://www.youtube.com/@WallStreetWildlife?sub_confirmation=1⁠**********SUPPORT THE SHOW AND BECOME A PATREON:https://patreon.com/wallstreetwildlife**********Find more episodes of the podcast at ⁠⁠⁠wallstreetwildlife.com⁠⁠⁠ where you can also get our "10 Laws of the Investing Jungle" free PDF download, and you can follow us at:⁠⁠x.com/7LukeHallard⁠x.com/7FlyingPlatypusWall Street Wildlife is also on Instagram @wallstreetwildlife**********FinChat is the Complete Stock Research Platform for fundamental investors. With its beautiful design and institutional-quality data, FinChat is incredibly powerful and easy to use.Get 15% off any premium plan with:https://fiscal.ai/wildlife**********Listen to the Chit Chat Stocks Podcast for discussions on stocks, financial markets, super investors, and more. Follow the show on Spotify, Apple Podcasts, or YouTubehttps://open.spotify.com/show/4SBtOWGEOmD9pmltgIXO8r**********To use the same portfolio tracking tool as Luke, check-out:⁠https://www.portseido.com/?fpr=lukehallard**********Monkey’s “Zen, Nietzsche, How to Live” Substack:http://firephilosophy.substack.com**********Disclosure: Wall Street Wildlife hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation**********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

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• E84: Building the Future of Investing, with Jannick Malling

  In this week's podcast we connect with Jannick Malling, co-founder and co-CEO of Public.com, to understand how the company is revolutionizing multi-asset investing with AI-powered insights and fractional shares. With 81% of millennials planning to fire their parents' financial advisor, $70-90 trillion is due to change hands in the coming decade, can AI fill the gap better than traditional advisory models?🤖 From Community to AI: how Public.com pivoted from social investing to AI-first insights with their Alpha tool, delivering personalized research that proactively delivers earnings summaries, explains stock movements in real-time, and answers investment questions with institutional-quality data🧠 Helping the TikTok Generation Think Deeper - the challenge of moving young investors from bite-sized content consumption to critical thinking, using AI as a bridge to more informed decision-making📱 The Agentic AI Revolution in Investing - explore the future of proactive AI that reaches out with market updates, company alerts, and personalized insights - moving beyond reactive chatbots to truly intelligent investment companions⚖️ Time Horizons and Risk Management - Essential lessons on when to take equity risk vs. when to play it safe, plus common mistakes both young and older investors make with their time horizons🌟 Buy What You Like vs. Buy What You Know - How the new generation invests in companies they believe in, not just ones they understand, driving the rise of thematic investing and story-driven stocks like Tesla and Palantir $TSLA $PLTRPublic Disclosure:Brokerage services by Open to the Public Investing, member FINRA/SIPC. Investing involves risk. Not an investment recommendation.Sources:Public - public.com Alpha - betterwatchlist.comSegments: 00:00 Introduction04:44 What is Public.com? Multi-Asset Platform Overview 09:53 How Public's AI Research Assistant "Alpha" Works 15:29 The Pivot from Community to AI-First Insights 16:45 Understanding the TikTok Generation's Investment Habits 25:56 The Importance of Deep vs. Bite-Sized Learning 33:00 The Future of Personalized AI Financial Content 34:41 Finding Balance Between AI and Human Community 40:40 Portfolio Management and Emotional Discipline 46:34 Learning from Mistakes: Generational Investment Errors 51:45 The Power of Data-Driven Product Development 53:12 Where to Try Public's AI Tools Globally**********If you want to see our furry faces, this podcast is also available on YouTube at ⁠https://www.youtube.com/@WallStreetWildlife?sub_confirmation=1⁠**********SUPPORT THE SHOW AND BECOME A PATREON:https://patreon.com/wallstreetwildlife**********Find more episodes of the podcast at ⁠⁠⁠wallstreetwildlife.com⁠⁠⁠ where you can also get our "10 Laws of the Investing Jungle" free PDF download, and you can follow us at:⁠⁠x.com/7LukeHallard⁠x.com/7FlyingPlatypusWall Street Wildlife is also on Instagram @wallstreetwildlife**********FinChat is the Complete Stock Research Platform for fundamental investors. With its beautiful design and institutional-quality data, FinChat is incredibly powerful and easy to use.Get 15% off any premium plan with:https://fiscal.ai/wildlife**********Listen to the Chit Chat Stocks Podcast for discussions on stocks, financial markets, super investors, and more. Follow the show on Spotify, Apple Podcasts, or YouTubehttps://open.spotify.com/show/4SBtOWGEOmD9pmltgIXO8r**********To use the same portfolio tracking tool as Luke, check-out:⁠https://www.portseido.com/?fpr=lukehallard**********Monkey’s “Zen, Nietzsche, How to Live” Substack:http://firephilosophy.substack.com**********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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• E83: AI Has Arrived, What Comes Next?

  🤖 The AI Paradigm Shift: Beyond Resource Optimization - Krzysztof takes us on a philosophical journey through history's technological eras, from Greek substance thinking to medieval God-centered worldviews, to our current technological age where everything is seen as a resource to be optimized. What happens when AI makes this optimization obsolete?🧠 From Human Resources to Human Flourishing - In a world where AI handles efficiency and productivity, how do we transition from viewing people as resources to prioritizing human wellbeing? We explore investment opportunities in this fundamental shift.🚗 Post-Scarcity Society & Universal Basic Income - what happens when AI eliminates most jobs. Will we become a society of creators, educators, and capital allocators? How do investors prepare for a world where traditional employment models collapse?📚 Philosophy Meets Investing - Why understanding Heidegger's critique of technological thinking might be crucial for spotting the next big investment opportunities. The best investors go where things are heading, not where they've been.⚠️ The Entertainment Trap - David Foster Wallace's prescient 1995 vision of society entertained to death, and how Google's Veo-3 video generation could create the ultimate attention-capturing entertainment that we literally cannot turn off.🏥 Oscar Health Deep Dive - Krzysztof explores $OSCR, a tech-first insurance platform putting human wellbeing at the center of healthcare. Strong financials, 2M+ members, but facing existential risk from potential ACA reform under the Trump administration.⚛️ Quantum Computing Reality Check - Luke picks up the short banner on quantum computing companies, buying puts on Rigetti $RGTI. Why this sector is "3D printing on steroids" - a massive bubble built on science fiction rather than simply a sequence of engineering challenges.🌍 Sicilian Adventures & Motorcycle Philosophy - From navigating tiny Italian streets to the broader question of how we experience the world - on two wheels versus enclosed in "glass boxes."Segments:00:00 Introduction07:20 AI Doom and Philosophical Framework 24:12 The Future of Work and Human Purpose 37:57 Oscar Health Stock Analysis 54:18 Quantum Computing Short Position 01:09:56 Closing Thoughts**********If you want to see our furry faces, this podcast is also available on YouTube at ⁠https://www.youtube.com/@WallStreetWildlife?sub_confirmation=1⁠**********SUPPORT THE SHOW AND BECOME A PATREON:https://patreon.com/wallstreetwildlife**********Find more episodes of the podcast at ⁠⁠⁠wallstreetwildlife.com⁠⁠⁠ where you can also get our "10 Laws of the Investing Jungle" free PDF download, and you can follow us at:⁠⁠x.com/7LukeHallard⁠x.com/7FlyingPlatypusWall Street Wildlife is also on Instagram @wallstreetwildlife**********FinChat is the Complete Stock Research Platform for fundamental investors. With its beautiful design and institutional-quality data, FinChat is incredibly powerful and easy to use.Get 15% off any premium plan with:⁠https://fiscal.ai/wildlife**********Listen to the Chit Chat Stocks Podcast for discussions on stocks, financial markets, super investors, and more. Follow the show on Spotify, Apple Podcasts, or YouTubehttps://open.spotify.com/show/4SBtOWGEOmD9pmltgIXO8r**********To use the same portfolio tracking tool as Luke, check-out:⁠https://www.portseido.com/?fpr=lukehallard**********Monkey’s “Zen, Nietzsche, How to Live” Substack:http://firephilosophy.substack.com**********Disclosure: Wall Street Wildlife hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation**********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

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• E82 (bonus): Trump vs Elon - Which Stocks are DOOMED?

  Is character really destiny?Elon Musk vs Donald Trump: Which stocks will suffer most from this lover’s quarrel? Which investments have better than ever odds? Badger and Monkey pontificate and make some portfolio moves. Was this inevitable? Are we missing something important? Pipe up, ye chipmunks!Segments:00:00 Introduction02:30 Trump and Musk's Character08:03 Our Break-Up Prediction Came True11:11 How does this impact Tesla? $TSLA16:25 SpaceX19:52 Rocket Lab & Blue Origin $RKLB20:37 AST Space Mobile $ASTS25:13 EOS Energy? $EOSE26:43 Does the US Need a New Centrist Political Party?27:49 Key Takeaways28:53 The Big Beautiful Spending Bill**********If you want to see our furry faces, this podcast is also available on YouTube at ⁠https://www.youtube.com/@WallStreetWildlife?sub_confirmation=1⁠**********SUPPORT THE SHOW AND BECOME A PATREON:https://patreon.com/wallstreetwildlife**********Find more episodes of the podcast at ⁠⁠⁠wallstreetwildlife.com⁠⁠⁠ where you can also get our "10 Laws of the Investing Jungle" free PDF download, and you can follow us at:⁠⁠x.com/7LukeHallard⁠x.com/7FlyingPlatypusWall Street Wildlife is also on Instagram @wallstreetwildlife**********FinChat is the Complete Stock Research Platform for fundamental investors. With its beautiful design and institutional-quality data, FinChat is incredibly powerful and easy to use.Get 15% off any premium plan with:https://finchat.io/wildlife**********Listen to the Chit Chat Stocks Podcast for discussions on stocks, financial markets, super investors, and more. Follow the show on Spotify, Apple Podcasts, or YouTubehttps://open.spotify.com/show/4SBtOWGEOmD9pmltgIXO8r**********To use the same portfolio tracking tool as Luke, check-out:⁠https://www.portseido.com/?fpr=lukehallard**********Monkey’s “Zen, Nietzsche, How to Live” Substack:http://firephilosophy.substack.com**********Disclosure: Wall Street Wildlife hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation**********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

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