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Wall Street Wildlife Investing Podcast

Wall Street Wildlife Investing Podcast

By: Krzysztof and Luke
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 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. #investing #stockmarket #financialadvice #wealthbuildingKrzysztof and Luke Economics Personal Finance
Episodes
  • Do Your Stocks Own YOU? + Oddity Deep Dive, Gold vs Bitcoin & The End of US Exceptionalism | $ODD $BTC

    Do Your Stocks Own YOU? + Oddity Deep Dive, Gold vs Bitcoin & The End of US Exceptionalism | $ODD $BTC
    Mar 15 2026
    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: Gold smashes through $5,150 while Bitcoin bleeds. VIX at 32 — why Monkey sees opportunity when everyone else sees chaos. An 18-year trendline break that questions US exceptionalism. And a YouTube troll who accidentally gave us great content.Key topics:- Options selling in high-VIX environments- $ODD full investment process: fundamentals to technicals to options to becoming a customer- Thomas Chua: "Some investors don't own a stock — the stock owns them"- Gold vs Bitcoin vs Bonds vs Property: is there ANY store of value?- 18-year US vs Rest of World trend break- YouTube troll response: why holding contradictory views is the point- Spoiled Child product unboxingSources:Thomas Chua (@SteadyCompound): https://x.com/i/status/2030833466506682776Tickers: $ODD $LINK $BTC $TSLA $GOOGL $AMZN $EOSE $PLTRSegments:00:00 Cold Open01:07 Intro: Bear Markets, Oddity, Gold $5,150 & Is US Exceptionalism Over?02:34 Vegas Meetup Update & Monkey's Secret Project03:44 OpenClaw Migration: Mac Mini Weekend from Hell04:47 Geopolitical Chaos: What Does It Mean for Investors?05:09 VIX at 32: Why Monkey Gets EXCITED When Markets Crash07:00 Badger's Cash Buffer Strategy (20%+ Cash Position)08:01 Bitcoin vs Gold: Where Do You Run for Safety?11:45 Is There ANY True Store of Value?13:54 Chainlink Deep Dive: Is Monkey an Ostrich?17:31 Thomas Chua: "Some Investors Don't Own a Stock — The Stock Owns Them"21:15 Badger's Shopify Confession: When the Thesis Changes22:04 Could Monkey Be the $EOSE Guy? Self-Awareness Check24:11 The Palantir Identity Trap26:19 YouTube Troll Response: Contradiction is the Point30:38 Is This the End of US Exceptionalism? (18-Year Trend Break)33:13 Has Badger Only Beaten the Market Because of US Tailwinds?35:28 China, India & AI as a Global Equalizer39:35 $ODD YouTube Comment: "What Happened to the Technical Trading?"44:34 Oddity Crash: Meta Algorithm Mismatch Explained47:18 Monkey's Oddity Playbook: Nibble > Wait > Strike51:40 Becoming a Customer: $ODD Spoiled Child Unboxing (Live!)56:11 Aggressive Marketing Tactics: Good Sign or Red Flag?58:42 Preview: Valleys of Death Framework01:02:09 Close**********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://wallstreetwildlife.com**********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**********Monkey’s “Zen, Nietzsche, How to Live” Substack:http://firephilosophy.substack.com**********To use the same portfolio tracking tool as Luke, check-out:⁠https://www.portseido.com/?fpr=lukehallard**********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 returnsKEYWORDS:Oddity Tech stock, ODD stock analysis, gold vs bitcoin 2026, VIX volatility options, US exceptionalism, technical analysis explained, Peter Lynch investing, options selling volatility, store of value debate, Spoiled Child review
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    1 hr and 3 mins
  • We Got Lied To By $EOSE Here's What We're Doing About It. +$ODD + $MELI

    We Got Lied To By $EOSE Here's What We're Doing About It. +$ODD + $MELI
    Mar 8 2026
    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 Energy misses massively, Oddity Tech loses 49% in a day, and Mercado Libre goes nowhere for five years. Luke and Krzysztof dig into three portfolio battle scars and what every investor can learn from them.💥 EOS Energy: Betrayal or Gray Area? — Monkey breaks down the emotional rollercoaster after EOS missed guidance by 30-40%, supply failures, yield problems, and insider selling. Was this management fraud, or an ethical gray area? Should you stay or sell?📊 Mercado Libre: 5 Years, Zero Gains — MELI has delivered great fundamentals — revenue up 400%+ — but the stock price is down ~6% over five years. Luke defends the long-term thesis while Krzysztof challenges whether "feeling good" about a company is enough when the price says otherwise.💄 Oddity Tech: Black Swan or Fat Pitch? — A Meta algorithm shift wrecked Oddity's customer acquisition model overnight, sending the stock down nearly 70% from its highs. Krzysztof makes the case that a company trading near its cash balance, with 25% revenue growth and 70% repeat customers, might be a rare, asymmetric opportunity.🧠 Managing Fear Like a Free Climber — a powerful insight from Alex Honnold's interview on Diary of a CEO: the goal isn't to eliminate fear — it's to develop a relationship with it so you can act rationally when it creeps in. A must-listen for any investor navigating volatility.⚖️ Portfolio Allocation: The Bear Trap You Set for Yourself — Luke delivers some tough love: if a single stock's earnings can leave you emotionally wrecked, your allocation is too high. Hard limits, tax tail, and house money fallacies all get unpacked.🏆 We Made the Top 25! — Wall Street Wildlife lands at #19 on Pod Ranker's list of the best investing podcasts in the world, alongside We Study Billionaires, Motley Fool Money, and Invest Like the Best. The jungle is growing.Segments:00:00 Cold Open — The Bear Trap00:49 Welcome & Episode Overview03:06 The Good: Top 25 Investing Podcast07:16 EOS Energy: Setting the Scene10:32 The Miss — Guidance vs. Reality13:27 Supply Failures, Yield Issues & Insider Selling17:00 Lie by Omission? The PayPal Analogy20:05 Should You Sell If You Distrust Management?27:29 Luke's Psychiatrist Moment: Portfolio Allocation33:20 Mercado Libre: 5 Years, No Returns36:26 The Fundamentals vs. Price Action Debate40:05 Squeezing Luke's Shoes46:41 Oddity Tech: Record Results Meet Technical Storm50:00 Meta's Algorithm Dislocation Explained54:17 Is Oddity a Fat Pitch or a Black Box?57:21 Warren Buffett on Fear & Cheap Stocks01:04:00 Patreon Update01:04:55 King of the Jungle Portfolio — The Ugly Chart01:07:40 Climbing Without Fear: Alex Honnold & Investing Psychology01:11:39 Wrapping Up — Three Investing Ideas: EOSE, ODD, MELI**********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://wallstreetwildlife.com**********Follow us at:⁠⁠x.com/7LukeHallard⁠x.com/7FlyingPlatypus**********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**********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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    1 hr and 15 mins
  • Claude Code Just Wiped $15 Billion Off Cybersecurity - Here's Why We're NOT Selling

    Claude Code Just Wiped $15 Billion Off Cybersecurity - Here's Why We're NOT Selling
    Mar 1 2026
    🤖 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 explain the bear case in two sentences, and why making money on quantum computing doesn't make you a good investor.🛒 Zero-Click Commerce - AI agents are about to kill traditional online shopping. Luke introduces "agentic commerce" — where AI doesn't just find products, it buys them for you. Shopify is building the rails for this future while BigCommerce and Wix scramble to keep up. Is $SHOP about to reclaim its moat? Plus: why switching costs matter more than ever (the Duolingo vs Shopify thought experiment). $SHOP $WIX $CMRC $DUOL🎓 Options University - weekly Office Hours open for options learners.🔬 Safari Stock: Nektar Therapeutics - Krzysztof takes us on safari with a high-risk, high-reward clinical-stage biotech company. $NKTRSegments:00:00 Cold Open02:20 Options University Update & Weekly Office Hours06:37 Claude Code Deep Dive — Building a $10K+/Month App in a Day09:30 The SaaS Disruption vs Cybersecurity Thesis11:23 Claude Code Rattles Cybersecurity Stocks $CRWD $PANW $ZS19:23 Google's $400B Revenue Milestone — AI Efficiency Is Real $GOOGL21:50 Investing Wisdom from TheProfInvestor23:10 Insider Buying vs Selling — What Really Matters25:09 The Power of Boring Companies30:09 Can You Explain the Bear Case in Two Sentences?32:18 Process Matters — Why You Only Get 10 Real Decisions In An Investing Career33:53 The E-Commerce Platform Wars — $SHOP vs $CMRC vs $WIX37:13 Agentic Commerce Explained — Shopping Without Shopping43:34 The AI Dividing Line — Which Companies Survive?45:03 Duolingo vs Shopify — A Switching Costs Thought Experiment $SHOP $DUOL49:00 Safari Stock: Nektar Therapeutics $NKTR01:02:43 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://wallstreetwildlife.com**********Follow us at:⁠⁠x.com/7LukeHallard⁠x.com/7FlyingPlatypus**********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**********Monkey’s “Zen, Nietzsche, How to Live” Substack:http://firephilosophy.substack.com**********To use the same portfolio tracking tool as Luke, check-out:⁠https://www.portseido.com/?fpr=lukehallard**********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 returnsKeywordsClaude Code cybersecurity, CrowdStrike stock, Shopify agentic commerce, zero-click commerce, cybersecurity stocks 2026, CRWD stock analysis, Shopify vs BigCommerce, AI disruption investingGeorge Kurtz CrowdStrike, Palo Alto Networks stock, e-commerce platform wars, investing rules, TheProfInvestor, Nektar Therapeutics, options trading education, AI replacing SaaSshould I sell cybersecurity stocks after Claude Code, what is agentic commerce Shopify, is CrowdStrike safe from AI disruption, zero click commerce explained, investing wisdom for beginners 2026
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    1 hr and 5 mins
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