Episodes

  • E90: King of the Jungle Portfolio Review (Part 1)

    E90: King of the Jungle Portfolio Review (Part 1)
    Jul 27 2025
    🏆 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 as non-human identities now outnumber humans 80-to-1. Is this the recession-proof cyber play investors have been waiting for?🥐 Greggs: Britain's Unlikely Investment - From vegan sausage rolls to dividend yields, Luke makes the case for this 100-year-old British bakery chain. Sometimes the best investments hide in plain sight (even if the food isn't Luke's favorite)⛓️ Chainlink's Blockchain Revolution - Krzysztof's highest conviction play gets the deep dive treatment. With the Genius Act now law, is Chainlink positioned to become the "Visa of blockchain" as global finance goes digital?📱 India's Trillion-Dollar Opportunity - Luke's ETF play on the world's largest population and fastest-growing major economy. From iPhone manufacturing to demographic advantages, why India could be the next global superpower💊 Biotech Battleground - Harmony Biosciences vs Novo Nordisk vs Relay Therapeutics vs Coherus Oncology - Four very different approaches to pharmaceutical investing, from narcolepsy breakthroughs to weight-loss revolutions🏛️ The Magnificent Seven Face-Off - Amazon gets Luke's perfect 10/10 rating while Alphabet trades at bargain valuations. Why AI might be Google's biggest opportunity, not its biggest threat🎮 Nintendo's Entertainment Empire - Krzysztof's surprise addition channels Disney-like IP expansion potential. Can the Switch 2 transform Nintendo from cyclical hardware to sticky software platform?💰 Bitcoin & The Future of Money - why Krzysztof thinks we're still early in the adoption curveSegments: 00:00 Cold Open - Portfolio Performance Teasers 01:36 Welcome to Episode 90 03:03 King of the Jungle Competition Overview09:31 CyberArk Software Deep Dive 12:23 Greggs: The British Bakery Controversy 20:54 Chainlink: Blockchain Infrastructure Thesis 31:12 India ETF: Superpower Economics 38:31 Harmony Biosciences: Narcolepsy Play 40:50 Novo Nordisk: GLP-1 Giants 48:02 Relay Therapeutics: Cancer Platform 53:27 Adyen: Payment Processing King 59:05 AMD: The Inference Opportunity 1:15:27 ASML: Lithography Under Pressure 1:20:31 Coherus: Biotech Comeback 1:29:15 Amazon: Luke's Perfect 101:36:07 Nintendo: Gaming Empire Builder 1:45:33 Alphabet: The Ultimate AI Play 1:56:34 Bitcoin: Digital Gold Thesis 1:58:31 Part 2 Preview🚨 NEXT WEEK: The remaining 15 stocks including EOS Energy, AST SpaceMobile, and the legendary 12-bagger Rocket Lab reveal! Plus final conviction rankings from worst to best.**********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**********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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    2 hrs
  • E89: Our Top AI-Proof Stock for 2025 + Investing in Mosa Meat

    E89: Our Top AI-Proof Stock for 2025 + Investing in Mosa Meat
    Jul 21 2025
    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 sector🎾 Wimbledon Wager Consequences - Sinner defeats Alcaraz, and Krzysztof wins a $1,000 bet! Find out which stock he forces Luke to invest in🤖 We unveil our latest cybersecurity stock, uniquely positioned to dominate in an age where non-human AI identities already outnumber humans 80-to-1🤔 The META Dilemma: Patreon Steven asks the ultimate question: is it time to sell his outsized position in META? We break down the portfolio math and the key question you must ask yourself before buying or selling any stock $META🥩 Steak of the Future: Luke shows off his Mosa Meat shareholder swag and explains his investment at a €200 million valuation. Why lab-grown beef with cultured fat could revolutionize both ethics and economics - from stem cells to Wagyu steaks at scaleSources:https://www.meritechcapital.com/public-comparables/enterprise#/public-comparables/enterprise/valuation-metricsSegments: 00:00 Cold Open - LLMs, Stock Markets & Existential Risk 01:04 Welcome & Small Cap Tech Thesis 05:38 AI Disruption vs Cybersecurity Defense 16:48 The Blame Game & CTO Psychology19:09 Wimbledon Bet Reveal & EOS Options 28:22 Patreon Question: Steven's Meta Holdings 36:45 Investment Philosophy & Personal Conviction 37:15 Mosa Meat & The Cultured Future 45:05 CyberArk Analysis & Non-Human Identities 57:10 King of the Jungle Preview**********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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    1 hr and 1 min
  • E88: Can YOU Buy SpaceX NOW?! The Tokenization TRAP & Elon's America Party Fallout!

    E88: Can YOU Buy SpaceX NOW?! The Tokenization TRAP & Elon's America Party Fallout!
    Jul 14 2025
    💣 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 steady?🚀 SpaceX Caught in the Crossfire - The political fallout could benefit competitors like Rocket Lab and AST SpaceMobile while creating uncertainty for SpaceX's government contracts and NASA relationships $RKLB $ASTS💰 Robinhood's Risky Tokenization Play - Why Robinhood's plan to tokenize private equity (SpaceX, OpenAI) on blockchain could create massive arbitrage opportunities and potentially fleece retail investors $HOOD📊 Big Bear AI: Not the Next Palantir - Luke exposes the garbage financial journalism pumping inferior AI stocks and explains why most investment "analysis" is just subscription-selling nonsense $BBAI $PLTR💼 Big Beautiful Bill Breakdown - How recent legislation creates major tailwinds for EOS Energy and AST SpaceMobile through tax credit protections, domestic manufacturing incentives, and spectrum deregulation $EOSE $ASTS🎯 King of the Jungle Trades - Krzysztof adds AMD to his AI basket based on attractive PEG ratios, while Luke bets on British institution Greggs despite their terrible coffee $AMD $GRG🎢 Monkey's Sicily Adventure - How a simple parking maneuver turned into a life-threatening 45-degree car tilt situation (spoiler: everyone survived)Segments:00:00 Cold Open - Kids Don't Try This at Home00:48 Elon's America Party Announcement07:33 Trump vs Musk: Financial Incentives vs Ego15:17 Tesla Investment Thesis Under Pressure $TSLA19:46 Big Beautiful Bill Impact on Holdings26:58 Krys's Near-Death Parking Experience35:52 Big Bear AI Financial Journalism Breakdown $BBAI46:58 Robinhood Tokenization Problems Explained01:03:12 King of the Jungle: AMD and Greggs Purchases $AMD $GRG**********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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    1 hr and 14 mins
  • E87: Networking, "The Big Beautiful Bill," and two 100%+ Stock Wins in two months!

    E87: Networking, "The Big Beautiful Bill," and two 100%+ Stock Wins in two months!
    Jul 7 2025
    ⚡ 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 / Energy bottleneck play that's now his third-largest King of the Jungle portfolio holding📡 Luke's 100% Winner - investor enthusiasm for this space tech company propels it to a $16 billion valuation. Is this ambitious bet on satellite-to-phone connectivity the next rocket ship, or just a black hole for cash?📊 The Damodaran Framework: Story vs Numbers - Using the "Three Ps Test" (Possible, Plausible, Probable) to evaluate pre-revenue companies. How to invest in stories without falling into hopium traps🧮 Quantum Computing Reality Check - Luke buys more quantum computing puts. These "companies" trade at $3 billion+ market caps, but do they have a plausible business model?🎯 Risk Management Masterclass - Different approaches for different life stages: Luke's disciplined 2% allocation to AST vs Krzysztof's conviction-sized positions in pre-revenue plays🌐 The Power of Investor Networking, and why teaching family and friends to invest can improve your own resultsSegments: 00:00 Introduction08:03 Networking with Investors15:24 Teaching Family to Invest 17:12 The Big Beautiful Bill Energy Crisis 29:53 Krzysztof's 100% winner: Psychology of Buying the Dip 38:13 Luke's 100% winner: Is this Pre-Revenue Company Growing too Fast?52:17 Portfolio Philosophy: Risk vs Reward 54:05 More Quantum Computing Shorts59:56 Damodaran's Three Ps Framework 01:07:00 Clear-Eyed Investing vs Hopium**********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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    1 hr and 10 mins
  • E86: Robotaxi Wreck? Stablecoin Revolution

    E86: Robotaxi Wreck? Stablecoin Revolution
    Jun 30 2025

    🌍 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 $AMD


    Segments:

    00:43 Geopolitical Tensions and Market Reactions

    06:19 HIMSS Stock Crash Analysis

    12:24 The Roger Federer Investment Philosophy

    18:24 Tesla Robotaxi Launch Deep Dive

    33:59 Stablecoins and the Future of Finance

    52:43 AMD Safari Pick - AI Inference Opportunity

    56:28 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/7LukeHallard

    ⁠x.com/7FlyingPlatypus

    Wall 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 YouTube

    https://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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    1 hr and 2 mins
  • E85: Martin Shkreli vs Quantum Computing | A Pro Trader's Guide to Cutting Losses

    E85: Martin Shkreli vs Quantum Computing | A Pro Trader's Guide to Cutting Losses
    Jun 24 2025
    🍕 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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    51 mins
  • E84: Building the Future of Investing, with Jannick Malling

    E84: Building the Future of Investing, with Jannick Malling
    Jun 17 2025
    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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    56 mins
  • E83: AI Has Arrived, What Comes Next?

    E83: AI Has Arrived, What Comes Next?
    Jun 10 2025
    🤖 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
    Show More Show Less
    1 hr and 12 mins