Wall Street Wildlife Investing Podcast Krzysztof and Luke

After Badgering Monkey about selling Crowdstrike $CRWD (yet again), Luke discusses the differences between Crowdstrike and Palo Alto Networks $PANW, two strong cybersecurity companies. But l can there only be one?

Monkey, meanwhile, wonders whether AI is going to disrupt everything, including SaaS companies like Crowdstrike, or whether certain mega-trends can overpower the impending disruptions.

We also discuss the difference in mindset required when investing in best of class businesses with lofty valuations, and small caps that are much riskier but cheaper and with more binary outcomes.

Krzysztof offers his view on the recent Apple Intelligence announcements and why he’s pleasantly surprised about what he heard. Hint: privacy + AI are an essential combination, and Apple will finally give customers a reason to upgrade their phones. Perhaps the recent spike in valuation is justified?

Chapters:

00:00:00 Intro00:01:02 CrowdStrike vs Palo Alto Networks00:11:43 What does Luke look for in a good investment?00:19:17 Apple Intelligence

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A humble request to all our listeners: please leave us a review on Apple or Spotify if our Wall Street Wildlife episodes have helped you become a better investor.

You can find more episodes of the podcast at ⁠wallstreetwildlife.com⁠, and you can follow us at:

⁠X.com/7LukeHallard⁠

⁠X.com/7FlyingPlatypus⁠

Wall Street Wildlife is also on Instagram @wallstreetwildlife.

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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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investing in stocks for beginners, stock trading for beginners, stocks and shares for beginners, investing 101, learn how to invest, stock market for dummies

Luke shares his experience surprising his wife with the new Tesla Model 3 Highland, complete with its futuristic driving features $TSLA — is the smooth buying process enough of a differentiator for Tesla as a car company?

Meanwhile, Krzysztof reveals his strategic moves in the “King of the Jungle" portfolio challenge, including a bullish stance on $BTC mining and AI data-warehouser Iris Energy $IREN and why he sold 20% of that position to buy even more shares of Coherus Biosciences $CHRS.

The jungle duo also dives into ethical investing as Luke considers adding Palantir $PLTR and explains how the company could be seen as a force for good. Amid the tech talk, they reflect on the complexities of investing within ethical parameters.


---A humble request to all our listeners: please leave us a review on Apple or Spotify if our Wall Street Wildlife episodes have helped you become a better investor.You can find more episodes of the podcast at ⁠wallstreetwildlife.com⁠, and you can follow us at:⁠X.com/7LukeHallard⁠⁠X.com/7FlyingPlatypus⁠Wall Street Wildlife is also on Instagram @wallstreetwildlife.---Fed up with the stock market giving you a hard time?- Invest like seasoned pros with over 40 years in the game- Discover the world's leading companies- Sharpen your best investing practices and ditch the worst- Learn how to start investing- Essential investing principles to boost your returns---investing in stocks for beginners, stock trading for beginners, stocks and shares for beginners, investing 101, learn how to invest, stock market for dummies

Politics matter but can they be a distraction for investors? We discuss the way to handle political complexity in the context of Trump's criminal trial.

There are over 50 million US crypto wallets. Monkey thinks crypto philosophy runs deep and that crypto policies will strongly influence the upcoming US elections. Badger is sceptical.50% or more invested in one holding: we revisit the principles of risk allocation, and how life context matters when making these decisions.

Being an early adopter can spell huge returns or notable losses. This week, we dissect whether jumping into an investment trend at the outset is a savvy strategy or a risky gamble, and explore how our different experiences with early investments have shaped our approach and outlook.

Badger uses Palantir $PLTR as an example of the difficulty of changing one’s mind whereas Monkey can’t shake its 1984 Orwellian vibes. If technology and science are neutral, why was Oppenheimer so worried about humans blowing up the planet?

If you learned something about investing and enjoy our conversations, please leave us a review on Apple Podcasts and Spotify — it will really make a difference to us.

$TSLA $PLTR $BTC




00:00:00 Intro

00:00:59 How much exposure is too much exposure

00:06:59 Should politics impact your thinking as an investor?

00:24:30 Is being an early adopter investor dangerous

00:35:15 The ability to change your mind is an investing superpower


---A humble request to all our listeners: please leave us a review on Apple or Spotify if our Wall Street Wildlife episodes have helped you become a better investor.You can find more episodes of the podcast at ⁠wallstreetwildlife.com⁠, and you can follow us at:⁠X.com/7LukeHallard⁠⁠X.com/7FlyingPlatypus⁠

Wall Street Wildlife is also on Instagram @wallstreetwildlife.

---Fed up with the stock market giving you a hard time?- Invest like seasoned pros with over 40 years in the game- Discover the world's leading companies- Sharpen your best investing practices and ditch the worst- Learn how to start investing- Essential investing principles to boost your returns

---investing in stocks for beginners, stock trading for beginners, stocks and shares for beginners, investing 101, learn how to invest, stock market for dummies

How much should macroeconomic data matter to investors? Do the prices of McDonald’s hamburgers tell us something about the state of the economy?

Badger badgers his friend with a 50% portfolio allocation to $NVDA pre-earnings — was he right to do so? Mentioned: risk management, resulting, Monkey’s own violations of risk principles and their consequences, the law of investing gravity.

What is passive investing? What are ETFs? How are they contributing to a potential massive investing bubble bursting? Mentioned: Andrew Lipstein’s essay in Harper’s Magazine -- 401(k) Doomsday

https://harpers.org/archive/2024/06/



Chapters
00:00:00 Intro

00:04:45 Nvidia Earnings

00:17:12 Does Macro Matter?

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A humble request to all our listeners: please leave us a review on Apple or Spotify if our Wall Street Wildlife episodes have helped you become a better investor.You can find more episodes of the podcast at ⁠wallstreetwildlife.com⁠, and you can follow us at:⁠X.com/7LukeHallard⁠⁠X.com/7FlyingPlatypus⁠Wall Street Wildlife is also on Instagram and Tiktok @wallstreetwildlife.---Fed up with the stock market giving you a hard time?- Invest like seasoned pros with over 40 years in the game- Discover the world's leading companies- Sharpen your best investing practices and ditch the worst- Learn how to start investing- Essential investing principles to boost your returns---investing in stocks for beginners, stock trading for beginners, stocks and shares for beginners, investing 101, learn how to invest, stock market for dummies

In this special episode, Monkey comes back from a Zen retreat and advises Badger on all the ways he needs to get his life in order. Along the way, we discuss the pitfalls of short-term trading, and why doing less is often more when it comes to investing returns.

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

OpenAI's latest GPT-4 upgrade has Monkey and Badger both amazed and a little concerned. We dive into the mind-blowing new features: human-like voices, lightning-fast responses, and conversations that flow like never before.

If you’re a math student or a science student, great news! Your life has just gotten way easier and potentially more optimized if you learn how to use this tool correctly!

If you’re an investor in a company like Duolingo $DUOL, caution is advised! Badger notes that learning languages through gamification and a fancy-looking app will no longer be sufficient, while Monkey wonders whether Adobe $ADBE is in a similar quandary; memories of Kodak $KODK linger.

Is the future of therapy and coaching ... robotic?

Join us as we explore the potential and pitfalls of this groundbreaking technology. Is it time to rewatch 'Her' with a newfound sense of unease, or excitement?

We discuss reasons to be both sceptical and optimistic.

#GPT4o #GPT4omni #ChatGPT4o

---A humble request to all our listeners: please leave us a review on Apple or Spotify if our Wall Street Wildlife episodes have helped you become a better investor. We're still sub-scale, and it will help us a lot!---You can find more episodes of the podcast at ⁠wallstreetwildlife.com⁠, and you can follow us at:⁠X.com/7LukeHallard⁠⁠X.com/7FlyingPlatypus⁠Wall Street Wildlife is also on Instagram and Tiktok @wallstreetwildlife.---Fed up with the stock market giving you a hard time?- Invest like seasoned pros with over 40 years in the game- Discover the world's leading companies- Sharpen your best investing practices and ditch the worst- Learn how to start investing- Essential investing principles to boost your returns---investing in stocks for beginners, stock trading for beginners, stocks and shares for beginners, investing 101, learn how to invest, stock market for dummies