Wall Street Wildlife Investing Podcast
Stop gambling with your money and learn proven stock market investing strategies from two professionals with 40+ years of combined experience. Each episode provides expert financial advice, going beyond the hype to reveal the secrets to identifying the world's top-performing companies (and weeding out the trash). Whether you're considering investing for beginners or looking to sharpen your investing knowledge, we are here to guide you. Subscribe today and gain the edge you need to build lasting wealth in today's market.
Episodes
Top 20 Stocks Are Now Over 50% of the S&P 500. Should You Be Worried? + $CRWD $NU $CIFR $ASTS (E153)
Badger calls in from Crete after a week in which he trimmed $CRWD to 3% of his retirement portfolio and nearly sold $NU on a Monzo rumor. Monkey read a bear essay on AI spending and started talking himself out of $CIFR. The top 20 stocks were 38% of the S&P 500 at the dot-com peak and are over 50% now; Badger's argument, after ten bull and bear cycles, is that it may not matter which one w
$AMZN Conviction Check and $NKTR Takeover Odds +$MRLN $LINK $PRCT (E152)
Monkey combs through the losers at the back of his King of the Jungle portfolio and asks whether you should add on big drops. He never added to $MRLN, now down close to 80%, and says that was right; but holding back on Chainlink cost him a double. Badger reviews Thomas Chua's The Lunch Break Investor, and reflects on his own $NIKE misstep. After Monkey's $NKTR update on the Lilly verdict,
Should You Buy Compass Pathways? The Magic Mushroom Stock No Analyst Will Touch $CMPS $RKLB $SHOP $PNG (E151)
Krzysztof pitches Compass Pathways: both phase 3 trials of its pharmaceutical psilocybin are already positive, approval looks likely in early 2027, and the company holds 400-plus million in cash against about 40 million a quarter of burn, which by his math is ten quarters of runway. Stanford's Kevin Mak took a position, and Krzysztof walks through Mak's seven structural reasons the stock hasn't re
Our First Live Show: AI Doomsday, Should You Buy $ODD, and the Hare vs the Tortoise (E150)
Episode 150 is the first Wall Street Wildlife recorded live in front of the Patreon community, questions from the chat included. Monkey makes the case for Oddity Tech after the post-earnings pop, the King of the Jungle scoreboard turns into a hare-versus-tortoise argument, and we spend half an hour on the 3,800 words Dario Amodei wrote asking the whole AI industry to slow down.🐢 King of the Jungle
We Got India Right and Still Lost + UiPath Beat Earnings and Fell 17%. Here's Why $NDIA, $PATH, $UBER (E149)
Monkey is surrounded by Tesla robotaxis in Austin and the rides are cheaper than Uber. Luke has three years of hindsight on the India thesis: the macro delivered, the trade didn't. In between, UiPath beat earnings and fell 17%, and Monkey explains why he sold his January call the week before.🚕 Tesla robotaxis are undercutting $UBER on price. Pelosi and Trump are both buying the stock anyway🏛️
Video Games, Sausage Rolls, and Knee-Jerk Sells: $TTWO, $GRG, $IREN (E148)
GTA VI ships in November and everyone knows it will be enormous — which is exactly why Monkey lands on neutral for $TTWO: expectations and impact are two different things, and Take-Two hasn't posted an operating profit since 2022. Badger returns to his Greggs position after 14 months and admits the defensive thesis may be broken, and the episode opens with a masterclass in NOT panic-selling fr
Is Nvidia Cheap at 21x Earnings? + the $DGXX Bet Monkey Can't Quit (E147)
The world's most valuable company now trades at a market multiple — so the only question left is whether the earnings are real. Badger walks the whole Nvidia machine from graphics cards to five trillion dollars, while Monkey shows every DGXX share and option he's bought on the way to answering the question that actually matters: not "am I right about the story," but "am I ma
Should You Buy $ADYEN? Plus: When to Sell a Fraud vs. Hold a Mistake $INV $AMPG (E146)
Two companies crater 48% and 33% in a single day. One gets sold immediately. One gets held. The difference? It comes down to whether management made a mistake, or committed fraud. This week, Krzysztof walks through three small-cap bloodbaths in real time, Luke dissects whether Adyen is a sleeping giant or a value trap, and someone on X accuses Luke of faking his 23% CAGR. It's a full episode o
$AMPG: Tiny Radio Company or the Next AI Infrastructure Play? + Is $RKLB's Neutron Already Behind Schedule Again? (E145)
Earnings season hits Wall Street Wildlife this week — Rocket Lab reports, a tiny Long Island radio company is swinging triple digits, and Krzysztof is literally fighting for his life against Polish mosquitoes the size of scorpions. Two stocks, two very different risk profiles, one question: are these stories real — or just great narratives with no orders behind them?🚀 $RKLB earnings preview: the O
The $45B Near-Miss - How Leverage Almost Ate a Genius Call (E144)
A 24-year-old prodigy builds a $45 billion fund on a single correct idea about AI, then watches 67% of it evaporate in a month. This week, Badger and Monkey dissect the brutal drawdown at Situational Awareness, the hedge fund that was right about everything except how to survive being right. It's not dead, but it's a gut-check case study in what leverage does even when your thesis holds. W
AST Space Mobile Deep Dive $ASTS (E143)
This week, we took the long, scenic, cosmic route through AST SpaceMobile, a company we think has a real shot at mattering — both for the problem it solves and for the investors who don't fall off the drunken-price-action rollercoaster.This five hour epic episode goes deep, don't miss the full hour heated bull vs bear debate that answers the question, should you invest in $ASTS?Segments:00
Badger's 23-Year Investing Playbook + $PLTR + $AMPG (E142)
Two very different investors. One philosophy episode that might change how you think about your entire approach to the market. This week, Luke lays out his complete investing framework — 23 years, 23% CAGR, distilled into rules you can actually use — while Krzysztof makes the case for a $161M micro-cap that could be the infrastructure backbone of the AI + satellite era. Plus: is Palantir a world-c
Does Uber Survive If Waymo Goes Solo? $TSLA vs $UBER + Procept BioRobotics $PRCT (E141)
Two gorillas, one marketplace — and Waymo just walked out the door. This week Luke and Krzysztof tear apart three King of the Jungle stocks with real money on the line, debate whether active fund management is structurally broken, and wade into the most confusing rights offering either of them has ever seen. Buckle up.💀 Fundsmith, the legendary UK fund manager just abandoned his own principles — a
Is AI Making Cybersecurity Stocks Unmissable? $CRWD vs $PANW + $ODD (E140)
The AI hacking apocalypse is closer than you think — and two companies are quietly positioning themselves as the last line of defense for every business on earth. This week, Badger makes the bull case for the two cybersecurity gorillas dominating the sector, Monkey digs into a beaten-down beauty-tech turnaround with a suspiciously fixable problem, and together they rain cold water on one of the ho
Is Narrative Investing Genius or Just Survivorship Bias? (E139)
What if the secret edge in investing isn't a spreadsheet — it's a story? This week Luke and Krzysztof sit down with Daniel Joshua Rubin, screenwriter, author of *27 Essential Principles of Story*, and a self-described "narrative investor" who's been quietly compounding by asking one question: is this a hero worth backing? The conversation gets spicy fast, with all three disag
The Glowing Eyeball vs the Obesity Drug: $SPHR and $NVO Debated (E138)
Two companies making the world genuinely better — one a glowing eyeball printing money in the desert, the other a century-old drug giant that invented the obesity revolution. So why are both kind of terrible investments right now? Luke and Krzysztof go head-to-head on $SPHR (Sphere Entertainment) and $NVO (Novo Nordisk) in this week's King of the Jungle bull-bear debate — and the tension is re
Is $EOSE an 11-Bagger That's Just Getting Started? (E137)
Two years ago, Badger called EOS Energy garbage. Monkey wouldn't shut up about it. Today, the stock is up 1,000% and the story is just getting stronger. This week on Wall Street Wildlife, we settle the $EOSE vs $AXON bet, dissect a rights offering that could make or break $EOSE shareholders, and go live on SpaceX IPO day to watch history happen in real time.🚀 SpaceX opens at $160+ on IPO day —
Is the SpaceX IPO a Trap for Retail Investors? + $NU + $MRLN (E136)
SpaceX is finally going public and it might be the most hyped IPO in a generation. But does that make it a buy, a trade, or a trap? Luke and Krzysztof have completely different plans, and neither one is obvious. This week also covers a tiny autonomous aviation startup that jumped 30% on a massive red day, why Luke dumped $WISE and owns $NU instead, and why the easy money on big IPOs is almost neve
Welcome to the Wall Street Wildlife Investing Podcast
Where the worlds of technology, business, finance, stock markets, and animal spirits collide.Perfect for those who know there’s an intelligent and principled way to become wealthy but haven’t yet had a good jungle guide, Luke ‘The Badger 🦡’ Hallard and Krzysztof ‘Monkey 🍌’ Piekarski bring you investing insights and principles to help you better understand how to make $$ money in the stock market.W
Is IREN Becoming a Serious AI Cloud Contender? + Buying SpaceX Pre-IPO + $WISE (E135)
The AI infrastructure land grab is accelerating — and this week, Krzysztof drops a deep dive into his #1 portfolio holding that rewrites the bull case entirely. Meanwhile, Luke's longtime fintech darling just got hit with a half-billion-euro money laundering investigation on the same week it relisted on NASDAQ. Timing couldn't be worse. Here's what's really at stake:🤖 $IREN just we
What Four Expert Investors Own Right Now $NVDA $AXON $CRWD $ASTS $RKLB $VOO (E134)
Four investors. Four wildly different portfolios. One crossover episode that gets uncomfortably honest about conviction, concentration, and whether the rules of investing have actually changed. Wall Street Wildlife's Luke and Krzysztof team up with Bear and Drowsy from Shooting the Bull Pod — and the result is one of the most candid portfolio conversations we've ever recorded.🤖 One investor is sit
Is This $2.4B Biotech About to Explode? + $MELI & $ISRG (E133)
Three stocks, three debates, one ticking clock. This week on Wall Street Wildlife, Krzysztof drops a live biotech catalyst with a 24-hour window, Luke defends his 20-year 'sugar daddy' holding, and a Latin American e-commerce giant is quietly being stress-tested. Plus: Krzysztof reveals a wild AI experiment he's launching in public — and betting real money against it.💊 Luke's been
Four Stocks, Two Hosts, Zero Sugarcoating — Bull vs. Bear (E132)
Four companies. Two hosts. One brutal question: which stocks deserve your conviction right now, and which ones are just good stories hiding ugly fundamentals? This week, Luke and Krzysztof go bull-vs-bear on four names — and the conclusions might surprise you. The "too hard pile" is getting bigger, and maybe that's the smartest move in this market.🎴 Luke's brutal poker night beco
Is $WISE About to Explode on the NASDAQ? (E131)
The largest UK fintech is abandoning the London Stock Exchange for the NASDAQ — and Luke thinks it could be an inflection point. This solo deep-dive makes the bull AND bear case on one of his highest-conviction holdings, right before the dual listing goes live. Here's what every investor needs to know before May 11th.💰 Why $WISE is ditching London for the NASDAQ — and what it means for shareholder
The AI Math Is Brutal – Is Half Your Portfolio Already Dead? + $POET's Wild Week (E130)
Luke sold two stocks this week. Not because earnings disappointed or guidance missed — but because he ran the numbers on what AI actually does to software valuations, and the math got uncomfortable fast. Meanwhile, Krzysztof turned a 70% options loss into a breakeven exit... then watched the stock moon another 60%... then crater 50% — all in the same week. This is what investing in the AI era actu
Is $NKTR the Most Undervalued Biotech Nobody's Talking About? (E129)
200 million eczema sufferers. A leading drug that fails more than half of them. A cancer-causing alternative that still projects $5 billion in sales. And a tiny 60-person San Francisco biotech that may have cracked the code — with a Nobel Prize-validated mechanism the market is somehow pricing at near-zero. This week, Krzysztof goes full deep-dive on Nectar Therapeutics ($NKTR), while Luke — self-
Is AI Crushing Cybersecurity? $CRWD $PANW Face the Music (E128)
The AI arms race is here, and it's shaking up the cybersecurity landscape. Is it time to panic, or is this a buying opportunity? We dive deep into the AI doomsday fears and how it could impact our portfolios.Plus:🧠 Axon's stock-based comp problem: a great company, TERRIBLE stock? $AXON📊 Wise's Nasdaq listing is imminent: what does it mean for investors? $WISE $WIZEY💊 Krzysztof's se
Investor Tilt: Are YOU Secretly Sabotaging Your Portfolio? (E127)
Are hidden emotions sabotaging your investing returns? This week, Badger and Monkey dissect the subtle ways 'tilt' impacts portfolios, drawing lessons from Vegas, poker, and real-life market turmoil. Are YOU making these mistakes without realizing it? 💀 Are your losses secretly driving your investment decisions? We expose the hidden dangers of revenge trading.🎰 Vegas isn't just about luck. Discove
Is Your Portfolio on Tilt? What Poker Teaches Us About Smarter Investing (E126)
Vegas, baby! We're back from the Vegas Patreon meetup and ready to deal. This week: how poker skills translate to investing success (and failure). Plus, Monkey on the mind-bending challenges that make investing so darn hard. What's at stake? Your portfolio, your sanity, and maybe a little bit of tilt!🎴 Learn which poker skills can make you a better investor (and which will get you rekt).🧠
We're Taking Our Investors to Vegas — Here's What We're Betting On $NVDA $INV $CWEN (E125)
🎰 What happens when two investors hit Vegas with their Patreons? Craps strategies, poker tournaments, and a $50 bounty on Monkey's scalp🧠 The one investing mistake almost everyone makes — and why borrowed conviction will cost you everything when the market turns🃏 Why poker pros keep becoming legendary investors — the David Einhorn, Carl Icahn, and Annie Duke crossover you need to hear⚡ NVIDIA just
Are You Investing in the Right Layer of AI? Jensen’s Blueprint for the Next Decade (E124)
🎂 Jensen's Five-Layer AI Cake — NVIDIA's CEO Jensen Huang lays out his framework for how AI is built, from energy and chips to infrastructure, models, and applications. What does this roadmap mean for investors, and are our portfolios actually aligned with the tidal wave?🌊 Catching the AI Tidal Wave — Luke and Krzysztof map their own portfolios against Jensen's five layers, discovering that the ne
Do Your Stocks Own YOU? + Oddity Deep Dive, Gold vs Bitcoin & The End of US Exceptionalism | $ODD $BTC (E123)
Do your stocks own YOU — or do you own them? This week we tackle identity-driven investing, with a Thomas Chua quote that should make every investor uncomfortable.Monkey walks through his complete $ODD (Oddity Tech) investment process — from first nibble at $36, to options at the lows, to literally unboxing Spoiled Child collagen live on air. It's classic Peter Lynch meets beauty influencer.Plus:
We Got Lied To By $EOSE Here's What We're Doing About It. +$ODD + $MELI (E122)
The Good, The Bad & The Ugly — EOS Energy misses massively, Oddity Tech loses 49% in a day, and Mercado Libre goes nowhere for five years. We dig into three portfolio battle scars and what every investor can learn from them. Plus: WSW hits #19 on Pod Ranker's Top 25 investing podcasts, and an Alex Honnold-inspired lesson on managing fear as an investor.📉 The Good, The Bad & The Ugly — EOS
Claude Code Just Wiped $15 Billion Off Cybersecurity - Here's Why We're NOT Selling (E121)
🤖 Claude Code Shakes Up Cybersecurity - Anthropic's new security tool found 500+ undetected flaws in open-source projects, wiping $10-15B off cybersecurity stocks. Luke breaks down why he's NOT selling $CRWD or $PANW — and what event would actually validate the thesis.📊 Investing Rules from @TheProfInvestor - insider buying vs selling signals, why boring companies make the best investments, how to
E120: Is 24 Stocks Too Many? + Scalping vs Investing
💀 Why two high-profile stocks get a thumbs down from Luke and Krzysztof. $ADBE faces an existential AI threat (Kodak analogy included), while $DUOL's chart looks like a "precipitous mountain drop." Both make Monkey's short candidate list.📊 Markets don't care about your opinions, price action reveals truth🎯 We dissect a Patreon's portfolio, is 24 stocks too many?🌐 Could th
E119: Is AI About to Destroy Software Stocks? + $TSLA’s Pivot from Cars To Robots
🎙️ THIS WEEK IN THE JUNGLE:Is AI about to eat the software industry? We dive into $MNDY's brutal earnings reaction and ask: what's the real moat when AI can code?🤖 TESLA'S CRAZY PIVOT Elon's killing the Model S & X to build... robots? We break down why Tesla's betting everything on Optimus. Is this genius or desperation?💊 PORTFOLIO DEEP DIVES • Why Monkey bought $ODD (Oddit
E118: AI Audited My 20-Year Portfolio: Here’s What It Found + Should You Invest In Sandisk?
🧠 Process vs. Shortcuts: A heated debate on "downloading" knowledge — does reading a 500-page book beat an AI summary, and why "resulting" is destroying your returns.🕵️♂️ Gemini Roasts My Portfolio: Luke feeds 20 years of trading data into an AI for a brutal SWOT analysis. The result? A harsh intervention on his "Hope Strategy" regarding $SE.💾 Stock Safari: SanDisk j
E117: SaaS Apocalypse or Buying Opportunity? + The "Starter Position" Secret to Better Gains
This week is a Community Q&A Special – you asked, we answered! We dive deep into your burning questions on portfolio strategy, whether the "SaaS apocalypse" will impact Cybersecurity, and finding the next big winner.🎓 Options University Success – Hear from our first cohort of graduates! Discover how we’re using options for consistent income and portfolio insurance without the "g
E116: The Fastest Growing Companies of 2025, Investing in Nuclear & The Rise of the "Ants" 개미
🚀 Explosive Revenue Growth: We break down the companies putting up undeniable numbers in 2025. From Nebius $NBIS clocking 441% growth to the hottest data center plays. How do you distinguish a value trap from a rocket ship?⚛️ The Nuclear Second Chance: Luke shares a painful investing confession - buying NuScale Power $SMR early, selling in frustration, and watching it go parabolic without him. But
E115: Are We All Gamblers Now? + Why Market Valuations (P/E) Are Fake
🎰 The Degeneracy Trap – Is the economy forcing investors into a casino mindset? We dissect the viral debate on "financial nihilism" and why the pressure to get rich quick is destroying portfolios.💪 Skills vs Luck – The antidote to social media envy. Why compounding your skillset is the only reliable hedge against inflation, stagnant wages, and the housing crisis.📊 The P/E Ratio Myth – Wh
E114: 2026 Market Predictions: The Stocks That Will 10X (and the Ones That Will Crash)
This week, we dust off the crystal ball to deliver a "big banger" of an episode entirely focused on predictions for 2026. From the AI revolution to the future of the Magnificent Seven, we're putting our reputations on the line.In this episode:🤖 AI's Next Big Move: We debate which industries will benefit most from AI adoption, with a focus on manufacturing, logistics, and the surp
E113: The Laws of the Options Jungle (Why 90% of Traders Fail)
Happy New Year, Beasties! Welcome to 2026! 🎉In this special New Year’s Day episode, Monkey (Krzysztof) and Badger (Luke) kick off the year with a massive reveal. While Badger was navigating the chaos of London at 4am, Monkey was deep in the lab engineering a game-changing tool for the community.Welcome to "The Laws of the Options Jungle." 🌿For too long, retail investors have been told th
E112: Livestream Holiday Special + Our 2025 Predictions (And What We Learned)
The Chaos Before Christmas: Join us this week for a wild holiday livestream featuring live cocktail crafting, questionable gift exchanges, and an unfiltered, boozy review of our predictions for 2025.
🍌 The Gilded Banana: Witness the unveiling of the ultimate cocktail guide and the "dirty monkey" whiskey tasting. Watch the boys try to mix drinks without ruining the studio equipment.
🔮 Prediction
E111: Could Chainlink be the next Amazon AWS? $LINK
This week, we're back with Daniel Shapiro from Blockworks Research for our annual deep dive into Chainlink $LINK. The partnerships are massive, the tech is cutting-edge, yet the price is flat. We investigate: Is this the "AWS of Finance" moment, or a value trap?🏦 DeFi vs. The World: Forget the crypto casino. We uncover why the world's largest institutions are racing to move trill
E110: PayPal Panic, SpaceX IPO & A Predatory Credit Card Trap
Welcome to the Deep Investing Jungle! This week, the Badger is furious, the Monkey is pivoting, and the robots are taking over our research workflow. Here is what we're covering under the jungle canopy:🎰 The Gamification of Debt: Luke unleashes his claws on a new Silicon Valley startup backed by a16z that turns credit card debt into a sweepstakes. Is this the most morally bankrupt business mod
E109: Stocks vs. Socks: A 30-Minute Christmas Gift That Builds Generational Wealth
🎁 Stop Buying Landfill, Start Building Empires. This holiday season, ditch the plastic toys that end up in the trash by January. We show you how a simple $200 investment today can compound into college tuition, a house deposit, or a debt-free future.💰 Stocks > Socks: The 30-Minute Setup. We break down the exact steps to open custodial accounts (UGMA and Junior ISAs) and start investing for the kid
E108: Genius Group & The Naked Short Squeeze $GNS
🎉 The Community Portfolio Goes LIVE! Today is a historic day for Wall Street Wildlife. We're deploying capital into the first five stocks chosen entirely by YOU. Can the "Wisdom of the Crowds" outperform the Badger and the Monkey in Year 3 of King of the Jungle? The experiment begins now!💊 Novo Nordisk Deep Dive: The GLP-1 king was the community's #1 draft pick, despite a brutal 50% drawdown. We a
E107: Thiel and Burry Are Betting Against AI - Is the Bubble Bursting?
The smart money is moving, are you? In this episode, we break down why legends like Michael Burry and Peter Thiel are exiting the hottest trade in history, and what the Genius Group lawsuit reveals about the dark side of Wall Street.💣 The Smart Money Exodus: Is the AI mega-bubble popping? Michael Burry has over $1 billion in put options on Nvidia. Peter Thiel sold his entire stake. SoftBank dumped
E106: My Co-Host Delivered a 380% Return, Now He's Teaching His Secret
🏆 King of the Jungle Year 2 Results - The verdict is in! Krzysztof crushes it with a 380% return while Luke delivers a solid 93%. We break down the numbers, discuss what worked, and preview Year 3🌐 Community Portfolio Launch - Wall Street Wildlife introduces its third competitor! Sixteen compelling stock nominations from our Patreon community, including Novo Nordisk, The Trade Desk, Reddit, and mo
E105: Intuitive Surgical’s $200 Billion Moat
This week, we're going inside the operating theatre.Professor Prasanna PS Sooriakumaran, a world-leading robotic surgeon with 2,000+ procedures under his belt, reveals the truth about the $200B robotic surgery market. Is Intuitive Surgical's moat unbreakable, or is their "Ferrari strategy" leaving the door wide open for a new wave of competitors?Get ready for a masterclass on the
Ep 104: Market Downturn Prep! + $ISRG 🤖+$PRCT +$PYPL 💸 + Don't Die (your portfolio will thank you!)
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 marke
E103: The #1 Mistake That DESTROYS Your Portfolio (And How to Fix It)
When the market turns red, your emotions become your worst enemy. Most investors think they're disciplined until their portfolio drops 20% and the "SELL" button starts flashing. In this episode, we're giving you the psychological toolkit to not just survive a market crash, but to thrive in it. We'll show you how to master your fear, spot value when others are panicking, and u
E102: Crypto Wipeout: How Millions Were Lost in Minutes + Trimming Rocket Lab & Axon
Another wild week on Wall Street! We're pulling back the curtain on the brutal reality of red days, a historic crypto massacre, and the tough decisions we're making in our own portfolios right now.📉 Surviving the Sell-Off: For every massive gain, there's a painful drop. We get transparent about handling portfolio pain and why community is your best defense when the market turns against you.⚠️ Cryp
E101: AMD's 35% Explosion, Our Secret Valuation Tool & Buying Portfolio Insurance with Options
AMD just ripped 35% higher on a monster OpenAI deal, and the AI gold rush is officially in overdrive. Is this the start of a new trillion-dollar era, or are we staring down the barrel of another dot-com-style bubble? This week, we're arming you with the tools to navigate the chaos.🚀 Riding the AMD Rocket! We break down the massive 35% surge on the OpenAI deal and what it means for the Nvidia-d
E100: Celebrating 100 Episodes with a Livestream Party! 🎉
⚠️ WARNING: This episode has strong language from the very first minute!It's our 100th episode, and we're celebrating live on stream with our community! We're breaking down world-class portfolio returns, a 1000% stock vindication, and debating which companies are headed for the graveyard. Thank you for being on this wild ride with us!In this episode, we cover:💯 The Century Mark! We hit
E99: The #1 Sign It's Time To Trim Your Stocks
What happens when you're too successful? In this special episode, we're tackling the best problem an investor can have: a winning stock that's grown so big it's unbalancing your entire portfolio. Before we hit episode 100, we flip the script to find the answers.🦡 The Bull Case for CHAOS: Badger defends a high-risk, high-reward energy portfolio. Is this volatile strategy right for y
E98: The #1 Mistake Investors Make in a Raging Bull Market
This week, we're tackling the dangerous cocktail of success and ego, analyzing a HUGE listener portfolio, and placing a high-stakes bet on a 500% one-year return!🧠 Feeling like an investing genius? That's your biggest red flag. We break down the psychological traps of a bull market and how to protect your portfolio from your own ego.📉 Trump wants to kill quarterly reports. Would this save
E97: Our 10X Portfolio EXPOSED + Musk's comp + ASTS vs Starlink
📊 Monkey's 10X Portfolio: It's time for a brutally honest review of Krzysztof's high-conviction picks. We celebrate the massive wins ($EOSE up 160%!) and analyze the laggards. Find out why he's doubling down on some surprising choices. $CHRS $TMDX🚀 Elon's Trillion-Dollar Dare: We dissect Musk's colossal new Tesla compensation package. Is he aligning with shareholders for an
E96: $OPEN $IREN $PLTR and How to Get Started as an Investor
🏆 King of the Jungle Update - Monkey takes the crown! After being underwater for year one of the contest, Krzysztof has dramatically surged ahead in the last twelve months, and has grown his $200/month contributions into $8,000 with consistency and patience📈 Palantir Valuation Reality Check - Luke dismantles a YouTube commenter's dangerous logic that "Rule of 40 means you can ignore valua
E95: Achieving Financial Independence with Dividend Stocks (Here's How)
Ready to build a dividend machine that actually works? We're diving deep with Edgi from the Dividend Talk podcast, a veteran investor who now covers 80% of his living expenses with passive income. He's sharing the exact strategies, costly mistakes, and psychological shifts that got him there.🏆 The Philosophy of Dividend Growth Investing - Why focusing on growth first, dividends second creates sust
E94: Can You REALLY Live Off Growth Stocks? 'Dividend Talk' Challenges Us
We jumped into the dividend investor's den on the Dividend Talk podcast to prove it's not only possible, but powerful. In this special crossover episode, we get grilled on how we built our portfolios, how we handle terrifying market crashes, and why growth and dividend investing might have more in common than you think.Get ready for a hilarious and brutally honest conversation about what i
E93: This $60B Fund Picked 40 Stocks for 2030 (But They Missed The BIGGEST One)
We dive deep into Coatue Management's newly published list of 40 companies they believe are best positioned to dominate the AI and tech-driven world by 2030. With $60 billion under management, these guys move markets!📊 Coatue's Investment Methodology - top 150 tech companies, compounding returns filter, and excluding multiple compression. Is this the right way to find tomorrow's winners?🏆 Spotting
E92: EOS Energy Milestone Drama & What Does High Conviction Mean?
Here's what happens when a battery stock becomes 45% of your portfolio, Tesla's financials take a nosedive, and cybersecurity gets swept up in an M&A frenzy.Also in this episode:😬 High-Stakes Gamble: Monkey is facing a crucial milestone for EOS Energy, a stock that now makes up 45% of his portfolio. Will it soar on good news or is he facing massive dilution?🤝 Cybersecurity Gold Rush: A
E91: King of the Jungle Portfolio Review (Part 2)
One of our stocks is up 1,200%... so why are we thinking of selling? In Part 2 of our King of the Jungle portfolio review, the gains are bigger, the valuations are scarier, and the debate gets heated. We break down the massive winners, the surprising losers, and the tough decisions that come with managing a high-growth portfolio. These are our highest conviction plays and biggest winners of the la
E90: King of the Jungle Portfolio Review (Part 1)
🏆 Portfolio Deep Dive - Part 1 - After 90 episodes and 18 months of investing, Luke and Krzysztof review EVERY stock in their King of the Jungle Portfolio Challenge. Eight picks are now over 100% returns (doubles!), and there's one standout 12-bagger hiding in the mix 👀🔒 CyberArk's Identity Fortress - Luke explores the cybersecurity leader protecting enterprises from identity-based threats
E89: Our Top AI-Proof Stock for 2025 + Investing in Mosa Meat
This week, we're hunting for value in a world of stretched valuations and AI disruption:📈 Luke reveals why he's shifting focus to small-cap tech stocks (under $20 billion) as the perfect setup for a world after Fed rate cuts. Find out which companies are primed to outperform the giants🛡️ Why CTOs protecting their own jobs creates a powerful AI-resistant moat for investors in this critical software
E88: Can YOU Buy SpaceX NOW?! The Tokenization TRAP & Elon's America Party Fallout!
💣 Elon's America Party Bombshell - After claiming he was done with politics to focus on being a "wartime CEO", Elon announces plans to form the America Party to dismantle the current political system. With Trump and Musk back at each other's throats, Tesla faces potential vindictive policies and loss of EV incentives. Is it time to reassess your $TSLA position, or should long-term investors hold s
E87: Networking, "The Big Beautiful Bill," and two 100%+ Stock Wins in two months!
⚡ Is the market facing an energy crisis? A controversial new bill threatens to decimate the renewable sector, and we're unpacking what it means for your portfolio. Does chaos create opportunity this time around?🔋 Krzysztof's 100%+ Winner - how Krzysztof navigated the psychological challenges of buying the dip at $6.26, turning doubt into a double in two months. Hear about this AI / Bitcoin
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
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 d
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
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 -
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 True
E82: Is Crypto The Future Of The Internet?
In this special episode, Krzysztof takes Luke (and us) on an eye-opening journey through the revolutionary potential of blockchain technology. Forget everything you think you know about crypto - this isn't about meme coins or get-rich-quick schemes. This is about the fundamental architecture of the internet's future.🧠 What is Crypto Really? - the shocking truth: crypto isn't just digit
E81: Investing in Space, with Beyond Earth Ventures
In this fascinating episode, we dive deep into the trillion-dollar space economy with Alexandra Vidyuk, General Partner at Beyond Earth Ventures, author of the leading Space Ambition Substack, and one of the world's most prominent deep tech VCs focused on space innovation.💰 The Trillion Dollar Opportunity - Why space is projected to triple from $500-600 billion to over $1 trillion in the next deca
E80: Google AI: Revolution or Delusion? Is The Trade War Over Already? + $1500 Crypto Airdrop Win! 🤑
🌐 Tariff Chaos Comes to an End? - Is the market doom over? We break down the surprise US-China trade agreement and what it means for investors navigating the chaos🔗 Chainlink Build Rewards: Crypto Dividends in Action - Krzysztof receives his first airdrop worth $1,500 from the Chainlink Build program. Is this the future of non-casino crypto investing? $LINK🛒 Two International E-Commerce Titans - L
E79: Market Momentum, Amazon's Robot Edge & the AI Power-Play
📈 Markets on Historic Winning Streak - after the chaos of tariffs and "Liberation Day," the markets are currently on their longest winning streak in 20 years! We analyze what's driving this surprising bull run and discuss whether it's sustainable or just a temporary bounce.🤖 Big Tech Earnings & AI's Unstoppable Momentum - despite economic uncertainty, the tech giants are
E78: Poker Mindset, Space Bets & Retail vs. Pro Showdown
🤔 Is it more important to make good investment decisions or to make money? We dive into this fundamental question that shapes investment strategy and psychology🏦 Why poker players focus on process while many investors chase outcomes. We explore the differences between short-term performance measurement and long-term success🎲 Survivorship Bias in Investing - The 99 investors who took big bets and l
E77: Tariff-Proof your Portfolio in Europe
🧠 Kant's Revolutionary Investing Paradigm - how 18th century philosopher Emmanuel Kant's "Copernican Revolution" in thinking applies to investing. Discover how shifting your perspective from "risk exists out there" to "we construct risk" can transform your approach to volatile markets.💱 Dollar Defense: Getting European Exposure - with uncertainty around the US
E76: Are Stocks about to Blow Up?! 💣
📊 Volatility vs Catastrophe - What's Happening in Markets? The S&P recently hit a 13% drawdown, is this normal volatility or the beginning of something worse? Monkey and Badger examine historical patterns and what they tell us about today's market turbulence📉 Understanding Market Fear Through VIX Analysis - We dive into volatility measurements showing this recent spike was the third hi
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