Stock Club

MyWallSt
  • 4.8 (99)
  • INVESTING
  • UPDATED WEEKLY

Welcome to the Stock Club podcast, where we bring you weekly episodes on the most significant changes in the world of investing. Delve into the inner workings of investing, stock news and strategies, all geared towards helping you become a better investor. Join the MyWallSt team, as they sit down to share the latest investing stories. If you want to stay ahead in the game, this podcast is for you.

  1. 5D AGO

    #298: What Software Stocks Should You Buy on the Dip?

    Salesforce, Workday, HubSpot, Atlassian, ServiceNow, Adobe, and more are all down in the dumps. Is the age of B2B software supremacy at an end? Long favored for their revenue growth and strong margin profiles, many of these stocks have benefited from (and struggled with) lofty valuations. But AI—and the advent of “vibe coding”—is putting their moats under threat, so Mike and Emmet dig in to determine which software giants are oversold and which may be entering terminal decline. The one thing they agree on: being mission-critical makes all the difference. Software that provides systems of record, essential workflows, or cybersecurity is unlikely to be disrupted by internal tools built with Claude Code. As Emmet puts it, “outsiders are confusing creation with responsibility.” Most large organizations have complex, layered tech stacks that must be consistently maintained and cannot be readily replaced. It’s far more likely that existing providers will add AI capabilities. This argument has made CrowdStrike, Adobe, and Atlassian appealing to Emmet. Beyond this, Mike believes software specialists creating tools for tight verticals and peculiar niches are unlikely to be upended by AI newcomers, as their markets are too small to attract meaningful attention. This has kept Constellation Software on his watchlist. However, both agree that non-essential business software, like Notion or Typeform, could be on the chopping block. We wrap with an edition of Follow Prophet. Our Horizon portfolio is a boutique service led by our co-founder and lead investor, Emmet Savage. According to 100-bagger expert Chris Mayer, “no one owns more 100-baggers than Emmet”. For a limited time, 30 new subscribers to Horizon will get Nexus I, II, and III included for $1500. To claim your offer, email frank@mywallst.com Prophet, MyWallSt's latest investing service, is focused on delivering market-beating in less than 5 minutes a month. Click here to join now or email frank@mywallst.com for a deal. Become a successful investor by checking out all the content MyWallSt has to offer: 📩 Email us: pod@mywallst.com 📚 Learn the fundamentals of investing by downloading our free Learn app: https://bit.ly/3DXPOz7 💻 Keep updated on stock market news by visiting our blog: https://mywallst.com/blog/ 🎧 Tune in to our podcast Stock Club to stay updated on weekly news: https://mywallst.com/stock-investment-podcast/ 🎉 Follow MyWallSt on social: ❌ X: @MyWallStHQ 💃 TikTok: @MyWallSt 📸 Instagram: @MyWallSt 🖥️ Facebook: @MyWallSt 👔 LinkedIn: MyWallSt 00:00 Intro03:52 The SaaS Apocalypse09:37 Mission Critical Software: Winners and Losers25:33 Switching Costs: The Underappreciated Moat28:28 Vertical Software and Niche Markets35:12 Resilient Software Companies49:55 Follow Prophet

    53 min

  2. FEB 5

    #297: What Stocks to Buy During the AI Bubble (w/ Porter Stansberry)

    This week, Emmet is joined by a legend in financial publishing, Porter Stansberry. Porter is a master at recognizing and managing financial risk—and educating the public along the way. He even delivered positive returns during the 2008 financial crisis. Porter shares his bull and bear case for America, weighing freedom of opportunity against excessive borrowing. He’s wary of U.S. Treasuries and worries the country could face a technical default similar to those in 1933 and 1971. He also outlines his views on the A.I. bubble, drawing lessons from the Dot-Com era. Tune in to hear why Porter believes corporate spinoffs are underappreciated investments, the role of gold in your portfolio, and which psychological traits differentiate successful investors. We wrap up with Buy, Hold, or Sell and an edition of Desert Island Stocks. Prophet, MyWallSt's latest investing service, is focused on delivering market-beating in less than 5 minutes a month. Click here to join now or email frank@mywallst.com for a deal. Become a successful investor by checking out all the content MyWallSt has to offer: 📩 Email us: pod@mywallst.com 📚 Learn the fundamentals of investing by downloading our free Learn app: https://bit.ly/3DXPOz7 💻 Keep updated on stock market news by visiting our blog: https://mywallst.com/blog/ 🎧 Tune in to our podcast Stock Club to stay updated on weekly news: https://mywallst.com/stock-investment-podcast/ 🎉 Follow MyWallSt on social: ❌ X: @MyWallStHQ 💃 TikTok: @MyWallSt 📸 Instagram: @MyWallSt 🖥️ Facebook: @MyWallSt 👔 LinkedIn: MyWallSt 00:00 Intro 04:56 The Bull and Bear Case for America12:23 Navigating the AI Investment Landscape17:00 The Value of Corporate Spinoffs22:08 Psychological Traits of Successful Investors24:23 Investing in Essential Services31:39 Quickfire Round: Buy, Hold, or Sell36:30 Desert Island Stocks

    46 min

  3. JAN 29

    #296: Everything You Need to Know About Ireland’s Auto-Enrolment Pension Scheme

    If you are one of the 800,000 people in Ireland who do not have a workplace pension, your paycheck may be a bit lighter this month. This week, Ireland’s Auto-Enrolment Pension Scheme (a.k.a. MyFutureFund) launched, aiming to address the shortcomings of the State Pension. If you are part of this cohort, 1.5% of your gross salary is now being directed into a retirement account. Luckily for Stock Club listeners, we’re joined by Ralph Benson from MoneyCube to walk you through all the details. With an ageing population and inflation on the rise, auto-enrolment is a key way Europeans can help ensure their comfort in retirement — but there’s a lot to unpack. One especially important point: if you’re in the highest tax bracket in Ireland, you may be leaving money on the table by relying solely on auto-enrolment. Additionally, fund selection is fairly limited, giving you little control over where your money is invested. Some questions we answer: What should I do if I’m an employer?Will I be enrolled if I’m self-employed?My employer hasn’t spoken to me about auto-enrolment or MyFutureFund — should I ask them about it?Should I start my own personal pension or stick with auto-enrolment?Can I have both a personal pension and auto-enrolment?Is auto-enrolment good for Ireland’s overall pension market?Will it have a positive knock-on effect on Ireland’s investing culture?If you find yourself in auto-enrolment, you won’t want to miss this episode. For more information head to: MyFutureFund.ie Prophet, MyWallSt's latest investing service, is focused on delivering market-beating in less than 5 minutes a month. Click here to join now. Become a successful investor by checking out all the content MyWallSt has to offer: 📩 Email us: pod@mywallst.com 📚 Learn the fundamentals of investing by downloading our free Learn app: https://bit.ly/3DXPOz7 💻 Keep updated on stock market news by visiting our blog: https://mywallst.com/blog/ 🎧 Tune in to our podcast Stock Club to stay updated on weekly news: https://mywallst.com/stock-investment-podcast/ 🎉 Follow MyWallSt on social: ❌ X: @MyWallStHQ 💃 TikTok: @MyWallSt 📸 Instagram: @MyWallSt 🖥️ Facebook: @MyWallSt 👔 LinkedIn: MyWallSt 00:00 Intro01:42 Details and Impact of Auto-enrolment06:39 Unknowns of the scheme, withdrawals and fees16:16 Auto-enrolment vs Private Pensions (Tax benefits)24:04 What should I do if I’m an employer? 24:58 Will I be enrolled if I’m self-employed? 25:36 My employer hasn’t spoken to me about auto-enrolment , should I ask them about it? 27:12 Should I start my own personal pension or stick to auto-enrolment? 29:00 Can I have both a personal pension and auto-enrolment? 31:02 Is auto-enrolment good for Ireland’s overall pension market? 32:32 Impact on the Irish investing landscape40:43 One thing every Irish investor should know

    43 min

  4. JAN 22

    #295: Even Bolder Stock Buys for 2026!?

    If you thought last week was a treat, Mike and Emmet are here to double your luck. They bring you six more stocks to fill out your portfolio across different tastes and risk factors. Check in with your needs and add to your shortlists. We’ll pitch you: A Magnificent Seven member on the up and up in 2026A biotech—reasonable or riskyA stock with nothing to do with AI (no bubbles here)Magnificent Seven Google (Alphabet) (NASDAQ: GOOG) He can’t pitch Tesla twice in the same month, so despite trying to avoid the AI bubble, Emmet couldn’t resist pitching Google—especially as Google Gemini appears to be gaining ground on OpenAI. It’s certainly the king of data, and its financial health is leaps and bounds ahead of most AI incumbents. Amazon (NASDAQ: AMZN) Diversification rules the day, and some speculative bets still bake growth into this mega-cap. With chips and automation in the works, Amazon could still manage a second (even a third) act. Biotech Danaher Corporation (NYSE: DHR) A major player in healthcare, diagnostics (its largest segment by revenue), and life sciences. Mike likes it for its diversification and razor-and-blade model, plus it has seen healthy improvement over the last few quarters. Emmet thinks it might be the best company you’ve never heard of. Recursion Pharmaceuticals, Inc. (NASDAQ: RXRX) An incredibly risky biotechnology company focused on discovering and developing drugs using AI. It targets orphan diseases—those affecting fewer than 250,000 people. Its revenue is lumpy, and it remains unprofitable. Nothing to Do with AI (Snooze City) Waste Management, Inc. (NYSE: WM) Trucks, bins, holes in the ground—a perfect Peter Lynch “disgusting” stock. It’s essential and unsexy, but a consistent performer with rock-solid fundamentals and a healthy dividend. Dutch Bros Inc. (NYSE: BROS) An easy-to-understand coffee chain in the midst of major expansion. Focused on the drive-thru market, it owns most of its locations (rather than franchising) and has posted solid 6% same-store sales growth. We wrap with Follow Prophet. Prophet, MyWallSt's latest investing service, is focused on delivering market-beating in less than 5 minutes a month. Click here to join now. Become a successful investor by checking out all the content MyWallSt has to offer: 📩 Email us: pod@mywallst.com 📚 Learn the fundamentals of investing by downloading our free Learn app: https://bit.ly/3DXPOz7 💻 Keep updated on stock market news by visiting our blog: https://mywallst.com/blog/ 🎧 Tune in to our podcast Stock Club to stay updated on weekly news: https://mywallst.com/stock-investment-podcast/ 🎉 Follow MyWallSt on social: ❌ X: @MyWallStHQ 💃 TikTok: @MyWallSt 📸 Instagram: @MyWallSt 🖥️ Facebook: @MyWallSt 👔 LinkedIn: MyWallSt 00:00 Intro04:23 Magnificent Seven: Google15:29 Amazon21:40 Biotech Stocks: Danaher28:14 Recursion Pharmaceuticals39:25 Not an AI Stock: Waste Management45:23 Dutch Bros55:47 Following Prophet

    1 hr

  5. JAN 15

    #294: Our Boldest Stock Buys for 2026

    For investors looking to refresh their portfolios heading into the new year, we’ve got a list of stocks hot off the presses. Mike and Emmet unpack: A stock they love with a market cap under $1 billionA favorite European stockA stock down more than 30% from its all-time highsSmall Caps: Relais Group (HEL: RELAIS), a Finnish auto aftermarket specialist. Vertical Aerospace Ltd (NYSE: EVTL), a specialist in eVTOLs (electric vertical takeoff and landing aircraft). European Stocks: Camurus AB (STO: CAMX), a biotechnology company focused on improving treatments for opioid addiction. Vinci SA (EPA: DG), a French infrastructure giant that operates airports, toll roads, and construction companies worldwide. They also charge Mike tolls every month. A Fallen Warrior: Novo Nordisk (CPH: NOVO-B), the owner of Ozempic and Wegovy. Rivian (NASDAQ: RIVN), the 2021 EV darling that has yet to recapture the market’s love. Tune in to hear Mike and Emmet’s favorites—and which stocks they’d add to their personal portfolios. We wrap with a fresh edition of Follow Prophet. Prophet, MyWallSt's latest investing service, is focused on delivering market-beating in less than 5 minutes a month. Click here to join now. Become a successful investor by checking out all the content MyWallSt has to offer: 📩 Email us: pod@mywallst.com 📚 Learn the fundamentals of investing by downloading our free Learn app: https://bit.ly/3DXPOz7 💻 Keep updated on stock market news by visiting our blog: https://mywallst.com/blog/ 🎧 Tune in to our podcast Stock Club to stay updated on weekly news: https://mywallst.com/stock-investment-podcast/ 🎉 Follow MyWallSt on social: ❌ X: @MyWallStHQ 💃 TikTok: @MyWallSt 📸 Instagram: @MyWallSt 🖥️ Facebook: @MyWallSt 👔 LinkedIn: MyWallSt 00:00 Intro01:40 Stock Picks: Under a Billion Market Cap02:54 Relay Group: European autoparts08:25 Vertical Aerospace: High Risk, High Reward20:00 Camurus AB, a biotech innovator24:50 Vinci SA: The King of French Infrastructure29:26 Stock Downturns and Opportunities30:45 Investment Case for Novo Nordisk35:13 Rivian: The EV Truck Contender44:42 Follow Prophet

    47 min

  6. JAN 8

    #293: What Stocks to Watch in 2026

    This week, Mike and Emmet take a step back to discuss the broader market landscape heading into 2026 and what industries they’re watching. 2025 was a pretty spectacular year for the S&P so its normal to feel the party can’t go on forever. Mike reminds investors that corrections are a normal part of investing—and that the best preparation is owning businesses you’re willing to hold through a downturn, while keeping some cash on hand to take advantage of bargains if markets pull back. Emmet strikes a more optimistic note, arguing that the rally may have room to continue as corporate earnings have largely delivered so far. That said, the market’s confidence could be tested if Nvidia takes a stumble. But there is still some value out there, only 2 of the Magnificent 7 outperformed the market. Emmet then checks in with Tesla, one of his longest held stocks. He’s done with flashy demos and wants to see real products hit the market—particularly in autonomous driving. Overall car sales are slowing so its time for Elon to walk the walk and support the company’s lofty valuation. Mike highlights an area of healthcare he’s keeping a close eye on: treatments for opioid use disorder. With U.S. government funding for treatment programs expanding, this could become a meaningful tailwind for pharmaceutical companies operating in the space—many of which have already appeared across MWS services. We wrap up with a fresh edition of Follow Prophet. Stock Club’s one-word resolution for 2026: Community. Our listeners are an invaluable part of the podcast, and we want to hear more from you. Subscribe, leave a comment with your thoughts, or drop us an email with your questions. Prophet, MyWallSt's latest investing service, is focused on delivering market-beating in less than 5 minutes a month. Click here to join now. Become a successful investor by checking out all the content MyWallSt has to offer: 📩 Email us: pod@mywallst.com 📚 Learn the fundamentals of investing by downloading our free Learn app: https://bit.ly/3DXPOz7 💻 Keep updated on stock market news by visiting our blog: https://mywallst.com/blog/ 🎧 Tune in to our podcast Stock Club to stay updated on weekly news: https://mywallst.com/stock-investment-podcast/ 🎉 Follow MyWallSt on social: ❌ X: @MyWallStHQ 💃 TikTok: @MyWallSt 📸 Instagram: @MyWallSt 🖥️ Facebook: @MyWallSt 👔 LinkedIn: MyWallSt 00:00 Intro 03:40 Market Predictions for 2026 12:46 Tesla's Future: Challenges and Opportunities 25:26 Autonomous Driving: The Next Frontier? 30:07 The Continued Threat of the Opioid Crisis 33:47 Promising Treatments for Opioid Use Disorder 41:18 Will the Rally Continue? 50:33 Following Prophet

    56 min

  7. 12/31/2025

    #292: The Best Stocks According to Wall Street Greats

    In celebration of the New Year, Mike brings you a recap of our favorite interviews from 2025. More importantly for investors looking for an edge, we share some of the top stock picks from Wall Street’s greatest investors. Tune in to catch highlights from David Gardner, Chris Hill, Clem Chambers, Pieter Slegers, and Eric Bleeker—plus insights into Ireland’s Auto-Enrolment pension scheme and tips on how to keep your confidence heading into 2026. Prophet, MyWallSt's latest investing service, is focused on delivering market-beating in less than 5 minutes a month. Click here to join now. Become a successful investor by checking out all the content MyWallSt has to offer: 📩 Email us: pod@mywallst.com 📚 Learn the fundamentals of investing by downloading our free Learn app: https://bit.ly/3DXPOz7 💻 Keep updated on stock market news by visiting our blog: https://mywallst.com/blog/ 🎧 Tune in to our podcast Stock Club to stay updated on weekly news: https://mywallst.com/stock-investment-podcast/ 🎉 Follow MyWallSt on social: ❌ X: @MyWallStHQ 💃 TikTok: @MyWallSt 📸 Instagram: @MyWallSt 🖥️ Facebook: @MyWallSt 👔 LinkedIn: MyWallSt 00:00 Intro01:25 David Gardner on Finding Great Investments Early05:17 David Quinn on the Irish Investing Landscape10:34 Emma Farley on Auto Enrollment in Ireland16:24 Eric Bleecker on AI Investment Opportunities20:06 David Gardner on the Power of Optimism in Investing23:17 David Quinn on Irish Property Investment26:17 The Importance of a Long-Term Mindset30:01 Stock Picks: Chris Hill's Top Three Investments37:21 Contrarian Investment: Intel's Potential40:46 European Small Cap Stocks: Chapters Group44:14 Desert Island Stocks: David Gardner's Picks

    48 min

  8. 12/18/2025

    #291: The Biggest Investing Stories and Stocks of 2025

    As the year winds down, Emmet and Mike look back on their favorite investing stories, stocks, and turkeys from 2025. Mike touches on the obvious: AI and the “pick-and-shovel” plays that have ridden its wave. Chipmakers and storage manufacturers are among the market’s biggest winners. Even Intel, long the ugly stepsister of Nvidia and AMD, is up nearly 80% thanks to government investment and the push to bring manufacturing back to the United States. Emmet discusses the fallout from the Liberation Day tariffs and the subsequent market rally. It’s an important reminder for long-term investors that sell-offs are inevitable—as are recoveries. Moving on to stocks, Emmet covers Wave Life Sciences (WVE), the latest pharmaceutical company to debut a weight-loss drug. Unlike Ozempic and Wegovy, WVE-007 is taken once and does not impact patients’ muscle mass, sending the company’s stock soaring. However, the drug is still in early testing and likely years away from market. Mike heads to safer waters, pitching Google. Despite a slow start, its latest Gemini 3.5 model has Sam Altman sweating, while its tidy collection of existing businesses keeps printing cash. Unlike OpenAI and Anthropic, it doesn’t need to focus on monetization, giving it a leg up in the race for market share. Finally, we bring you 2025’s biggest turkeys. Emmet goes with Oklo, the maker of small modular reactors. Its stock is up 15x over the last year despite not yet having a working reactor. Mike picks MicroStrategy, the riskiest way to buy Bitcoin. It’s down 40% year to date, while Bitcoin is down just 4%—lovely. Our Horizon portfolio is a boutique service led by our co-founder and lead investor, Emmet Savage. According to 100-bagger expert Chris Mayer, “no one owns more 100-baggers than Emmet”. Horizon will be repriced to $2999 in 2026 but for a limited time, Stock Club listeners can grab an exclusive discount and lock in our 2025 price. To get yours, email frank@mywallst.com Become a successful investor by checking out all the content MyWallSt has to offer: 📩 Email us: pod@mywallst.com 📚 Learn the fundamentals of investing by downloading our free Learn app: https://bit.ly/3DXPOz7 💻 Keep updated on stock market news by visiting our blog: https://mywallst.com/blog/ 🎧 Tune in to our podcast Stock Club to stay updated on weekly news: https://mywallst.com/stock-investment-podcast/ 🎉 Follow MyWallSt on social: ❌ X: @MyWallStHQ 💃 TikTok: @MyWallSt 📸 Instagram: @MyWallSt 🖥️ Facebook: @MyWallSt 👔 LinkedIn: MyWallSt 00:00 Intro03:32 The AI Revolution12:28 Liberation Day and Market Shocks18:59 Stock of the Year: Wave Life Sciences30:11 Google's Remarkable 2025 Performance35:56 Oklo: A Market Turkey43:04 MicroStrategy: A Bitcoin Gamble

    49 min
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Hosts & Guests

4.8
out of 5
99 Ratings

About

Welcome to the Stock Club podcast, where we bring you weekly episodes on the most significant changes in the world of investing. Delve into the inner workings of investing, stock news and strategies, all geared towards helping you become a better investor. Join the MyWallSt team, as they sit down to share the latest investing stories. If you want to stay ahead in the game, this podcast is for you.

Information

  • Creator
    MyWallSt
  • Years Active
    2018 - 2026
  • Episodes
    298
  • Rating
    Clean
  • Copyright
    © MyWallSt
  • Show Website
    Stock Club

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