Wall Street Wildlife Investing Podcast

Krzysztof and Luke
  • 5.0 (21)
  • INVESTING
  • UPDATED WEEKLY

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 #wealthbuilding

  1. 5D AGO

    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 surprise contender: insurance. 📉 Mag 7 Shakeup: A controversial take on why Apple might lose its dominant position by 2030. 🔮 The 2026 Crypto & Commodity Play: A heated debate on where to park value—will it be Uranium, Gold, or is Bitcoin destined to crush Silver? 🦁 WallStreetBets vs. The Wildlife: We review a Reddit poll on the "Best Stock of 2026" and give our verdict on their top picks, including ASTS and Reddit itself. 🚀 Portfolio Wars: Which of our personal holdings will see the biggest gains? We make the bull case for Rocket Lab, UiPath, and Coherus. 🛰️ The Space Race: Will ASTS make a commercial call before Starlink? Plus, will Rocket Lab's Neutron finally reach orbit? 🎰 Vegas Bound: Details on the upcoming Wall Street Wildlife Patreon meetup in Las Vegas! Segments: 00:00 Introduction & Christmas Recap 03:25 2026 Predictions Overview 05:10 Which Industry Benefits Most from AI? $SYM $LMND $OSCR 08:10 Who Wins the AI Agents Race? $PATH $GOOG 10:50 Magnificent Seven Shake-Up: Who Falls & Who Replaces Them? $AAPL $META 13:30 Tesla Robotaxis in Texas - Reality Check $TSLA 16:55 Most Valuable Company by Year-End $GOOG #SpaceX 19:17 Commodities Battle: Bitcoin, Gold, Silver, or Uranium? $BTC 23:40 Will the 10-Year Yield Exceed 6%? 26:40 Dollar Decline vs. Safe Havens $BTC $USD 29:20 Sovereign Debt Crisis - Will G7 Countries Survive? 33:35 Wall Street Bets Stock Picks - Best & Worst $PATH $DUOL $RKLB $RDDT $MELI 41:49 Most Overhyped Stocks $NVO $MMED $LLY $QUBT $RGTI $GOOG $IBM 46:52 Geopolitical Portfolio Positioning - Defense & Energy #Anduril $CEG $ONDS 51:32 Biggest M&A Deal of 2026 $RLAY $PRCT $LYFT 54:37 Highest Gainer in Our Portfolios $EOSE $MELI $CHRS 58:10 Broken Thesis in Our Portfolios $SLNH $GNS 01:02:14 Chainlink & Tier-1 Banks $LINK 01:05:40 ASTS vs. Starlink: First Commercial Call $ASTS #SpaceX 01:11:22 Rocket Lab: Neutron to Orbit? $RKLB 01:12:00 CEOs Citing Prediction Markets $COIN 01:15:43 Rapid Fire: Homes vs. Data Centers 01:16:34 Rapid Fire: Verified Human Tier 01:18:04 Rapid Fire: Tokenized Real Estate 01:19:00 Rapid Fire: AI Crime & Lawsuits 01:21:53 Badger vs. Greggs Sausage Rolls $GRG 01:23:11 Most Improbable Las Vegas Meetup Prediction 01:24:12 Portfolio Performance Battle 01:26:45 Predictions Wrap-Up 01:27:32 Market Bottlenecks in 2026 01:30:40 Las Vegas Meetup Update ********** 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/7LukeHallard ⁠x.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 Keywords: Stock Market Predictions 2026, Best Stocks to Buy 2026, 10x Stocks 2026, Stock Market Crash 2026, WallStreetBets Picks 2026, High Risk Investing, RKLB Stock, ASTS SpaceMobile, Tesla Robotaxi, Bitcoin Prediction 2026, AI Stocks to Buy, Mag 7 Shakeup, Crypto vs Gold, Space Investing, Sovereign Debt Crisis, Uranium Squeeze, Top Growth Stocks 2026, Chainlink CCIP, SpaceX IPO, GlP-1 Bubble, $RKLB, $ASTS, $TSLA, $PATH, $LMND, $SYM, $BTC, $GOOG, $MELI, $RDDT, $LINK, $EOSE, $CHRS

    1h 33m

  2. JAN 4

    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 that options are just dangerous gambling tickets for the reckless. Today, Monkey flips the script entirely. He unveils a new educational blueprint designed to teach the "Wall Street Wildlife way" of using options: stop being the gambler and start being the insurance company. Badger steps up as the "guinea pig" for a live demo of this new framework. Together, they break down why the market is neutral, how to master your own psychology, and why even long-term investors need these tools in their arsenal. In this episode, we cover: 🦁 The Reveal: Monkey debuts his secret project: a comprehensive, safety-first options course built specifically for the Wall Street Wildlife community. ⚖️ The First Law: "The jungle is neutral. It feeds the prepared and eats the impulsive." We explain what this means for your money. 🧠 Psychology First: Why monitoring greed and avoiding revenge trading are your primary defense against the market. 🛡️ Options as Insurance: Using puts and calls to be the "House" rather than the player. 📐 The Mechanics: We peel back the curtain on the Black-Scholes-Merton model and Implied Volatility (IV) without the headache. 📢 Patreon Exclusive: We are opening a limited beta run of this course for our Dolphin Tier and above members. We are looking for ~20 dedicated beasties to join the first cohort, provide feedback, and help us iterate. 👉 Join the Tribe & Apply for the Beta here: https://www.patreon.com/posts/e113-laws-of-why-147220247 Segments: 00:00 Intro & New Year's Banter 02:15 "Time is the Only Currency" 05:18 Introducing the Options Course 08:54 Who is This Course For? 10:22 Luke’s Experience: Gambling vs. Strategy 13:54 Live Demo: The Blueprint Website 21:58 The Laws of the Jungle: Monitor Greed 26:17 How to "Be The House" (Insurance) 28:48 No Revenge Trading & Framing Risk 35:11 Portfolio Size: How Much Do You Need? 37:32 The Greeks & Implied Volatility 42:14 Can Beginners Use Options? 44:55 How to Join the Beta Cohort ********** 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/7LukeHallard ⁠x.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 returns Keywords: Options Trading for Beginners, Risk Management Strategy, Portfolio Insurance, Black-Scholes Model Explained, Implied Volatility, Stock Market 2026, Investing Psychology, Wall Street Wildlife, Hedging Strategies, Selling Options vs Buying Options, Financial Education, Krzysztof and Luke

    48 min

  3. 12/28/2025

    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 Reality Check: We let an AI analyze our January predictions. From S&P 500 targets to small-cap rotation dreams—did we beat the market, or did the market beat us? 🚀 The Future is Now: From Tesla Robotaxis hitting Austin to AST SpaceMobile’s critical launch—the autonomous revolution is accelerating faster than we thought. $TSLA $ASTS 📉 The Chainlink Heartbreak: Krzysztof breaks down his highest conviction crypto play that didn't go to plan, plus the "inverted reality" of our best and worst stock picks for each other. $LINK 🎰 Vegas 2026 Announced: We are taking the jungle to the strip! Get the details on our first ever Patreon gathering and poker tournament in Las Vegas. 🧠 Mind Over Matter: A deep dive into Neuralink’s progress with Brain-Computer Interfaces—arguably the most emotional and human segment of the year. 🛠️ The Investor's Toolkit: A roundup of the specific apps and AI tools we are using to level up our retail investing game for the year ahead. Segments: 00:00 Cold Open 03:05 Christmas Party Begins 10:17 Gift Exchange - Banana Themed Presents 30:08 Making Cocktails 39:19 Official Start - Moving to Predictions 46:53 2025 Predictions Review Begins 50:28 S&P 500 & Magnificent Seven Performance 55:20 Recession Watch - Did It Happen? 58:59 Bitcoin vs Chainlink - The Disappointment 01:03:19 Space Race & Robotaxi Reality Check 01:27:34 Medical Breakthroughs & Neuralink Progress 01:43:47 The Inverted Reality - Worst Prediction Ever 01:52:55 Leverage Bubble Concerns 01:57:39 Hot Sectors for 2026 01:59:52 Favorite Books & Movies of 2025 02:04:47 Vegas Meetup Plans & Poker Quiz 02:11:00 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/7LukeHallard ⁠x.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 returns Keywords: Wall Street Wildlife, Stock Market 2025, Investing Mistakes, S&P 500 Review, Tesla Robotaxi, AST SpaceMobile, Chainlink Analysis, Crypto 2025, Neuralink Update, Retail Investing Tools, FinChat, TradingView, Dividend Investing, Market Crash Protection

    2h 6m

  4. 12/21/2025

    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 trillions of dollars on-chain, from instant settlements to banking the unbanked. ⚡ The Great Bridge: Chainlink isn't replacing Swift, it’s supercharging it. Discover why partnerships with MasterCard, BlackRock, and the DTCC are the ultimate signal that the "Internet of Contracts" is finally here. 🤖 The Oracle for AI: As autonomous agents rise, they need truth. We explore a futuristic thesis: Could Chainlink become the verification layer for the entire AI economy? 💰 The Investor’s Dilemma: Why do the smartest analysts love LINK while the market ignores it? We tackle the psychology of holding infrastructure plays and whether you should buy the dream or wait for the revenue. 📊 The 2026 Inflection Point: With new regulations (Genius Act, Clarity Act) and the Trump administration support, we map out Sergey Nazarov’s timeline. Is the "show me the money" era finally approaching? 🎯 Trillion Dollar Opportunity: We debate the ultimate bull case: is comparing Chainlink to a 1999 investment in Microsoft and Nvidia valid, or is Krzysztof overdosing on hopium? You can find more from Daniel Shapiro at: x.com/_dshap Segments: 00:00 Introduction and Guest Welcome 04:08 What is DeFi Really Worth? 10:46 Chainlink's Year of Announcements 20:32 Swift Partnership and CRE Launch 32:19 Market Corruption and Blockchain Transparency 37:29 The Management Question: Trust Without Disclosure 45:26 Comparing Chainlink to Tech Giants 52:15 AI, Consensus Computing, and New Use Cases 01:03:57 Competition and the Layer One Debate 01:13:30 The Investor's Playbook: When to Buy 01:20:15 Final Thoughts and Annual Check-In Tradition ********** 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/7LukeHallard ⁠x.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 returns Keywords Chainlink, LINK token, Real World Assets, RWA Crypto, Tokenization, DeFi 2025, Blockworks Research, Daniel Shapiro, Sergey Nazarov, Swift Blockchain, DTCC Crypto, Crypto Infrastructure, Altcoin Gem, Crypto Investing Strategy, Chainlink Price Prediction, Web3 Oracle, BlackRock Crypto, Institutional Adoption

    1h 26m

  5. 12/14/2025

    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 model we’ve seen yet? 📉 The PayPal Pivot: Krzysztof admits defeat on his PayPal thesis. We break down the psychology of selling at a loss to buy a high-conviction winner, and why he moved his bananas into UiPath. $PATH $PYPL 🤖 Alpha Alert: Stop drowning in tabs. The Monkey reveals his new "NotebookLM" workflow that uses AI to synthesize hours of earnings calls and reports into instant insights. This is a game-changer for retail investors. 🚀 Rocket Rumors: Is SpaceX about to IPO? We discuss the latest whispers, plus a critical update on the AST SpaceMobile vs. Starlink duopoly and the upcoming launch. $ASTS 🥂 Holiday Hijinks: Mark your calendars for the Wall Street Wildlife Holiday Live Stream, plus our first-ever real-world meetup in Vegas! Segments: 00:00 Introduction - Covered App Controversy 03:20 The Predatory Business Model Exposed 12:46 Gambling Ethics & PolyMarket 19:10 Monkey's PayPal Trade: Avoiding Sunk Cost Fallacy 32:00 AI Research Workflow Revolution with Notebook LM 47:10 SpaceX IPO Rumors Analyzed 54:18 AST SpaceMobile Duopoly Developments 55:50 How to Make a New Investor at Christmas 01:00:20 Holiday Livestream Plans 01:03:27 Vegas Meetup Announcement ********** 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/7LukeHallard ⁠x.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 returns Keywords Wall Street Wildlife, Investing Podcast, Covered Startup, Predatory Lending, Gamification of Debt, Andreesen Horowitz, PayPal Stock Analysis, PYPL stock, UiPath Stock, PATH stock, Sunk Cost Fallacy, NotebookLM for Investors, AI Investing Tools, SpaceX IPO, Starlink vs ASTS, AST SpaceMobile, Robinhood Gold, Stock Market News 2025.

    1h 6m

  6. 12/07/2025

    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 kids in your life. It's easier than you think — you can literally set this up while listening to this episode. ⏰ Time is the Ultimate Superpower. Starting at age 3 versus age 30 changes the math entirely. We analyze how Gold has performed vs. the S&P 500 over the last 15 years, and prove why the stock market crushes almost every other asset class over time. 📚 The "One & Done" Portfolio: VOO vs VWRP For the complete investing rookie: We reveal exactly which index funds to buy. We keep it dead simple — one account, one investment, life-changing results. 🎯 Advanced Mode: Ownership Thinking For kids 8+, learn how to use brands they already love (like Lululemon, Apple, and Roblox) to teach them how to think like owners, not just consumers. $AAPL $RBLX $LULU 👨‍👩‍👧 The Family Wealth Team. How to coordinate with grandparents, aunts, and uncles to contribute to one investment account instead of drowning your house in more plastic junk. 🚀 The 18-22 Year Old Playbook. A special shoutout to the young adults: How to open your first brokerage account and start your wealth-building journey immediately. Here's our custom ChatGPT prompt to make the setup foolproof! Paste the following into your preferred AI model. Don't forget to update the three user context variables to specify your country, investment amount, and child's age! "You are an expert, meticulous financial assistant providing high-quality, actionable, step-by-step guidance on setting up an investment account for a minor. **GOAL:** Generate a structured, compliance-aware, step-by-step guide for setting up a tax-advantaged investment account for my child. **USER CONTEXT:** 1. **Country:** UK 2. **Target Initial Investment:** £500 3. **Child's Age:** 5 years old **CONSTRAINTS & OUTPUT FORMAT:** 1. **Audience:** Treat the user as financially literate, but an investing beginner. 2. **Output Structure:** The response MUST be a detailed, numbered step-by-step process. 3. **Broker Recommendation:** Provide three recommended brokers that operate in the specified market, provide the recommended account type, and offer the recommended product. Prioritise low fees. 4. **Execution Detail:** For the 'Investment Step', provide the exact order type (e.g., market order, limit order), the specific investment amount (using the amount provided above), and a concise one-sentence justification for the chosen investment product (VWRP/VOO/etc.) based on global diversification and low-cost passive tracking. 5. **Next Action:** The final step must be titled "Post-Setup & Long-Term Action" and must mention setting up a recurring contribution (e.g., monthly direct debit) AND the critical action of checking the account's dividend/distribution setting (e.g., for UK: ensure it is an 'Accumulating' share class). **Generate the full, detailed, step-by-step setup guide now.**" Segments: 00:00 Introduction: Stocks Are Better Than Socks 02:00 Why Material Gifts Fail 06:58 Gold vs S&P 500: Why Stocks Win Long-Term 13:45 Getting Started: US Custodial Accounts (Fidelity/Schwab) 16:13 UK Version: Junior ISA Setup (AJ Bell) 21:54 What to Buy: VOO and VWRP Explained 26:35 Advanced: Stock Picking with Kids 34:45 Investment Accounts for 18-22 Year Olds (plus adults!) 37:57 The Nintendo Gift Combo Strategy 41:00 Final Call to Action ********** Disclosure: Wall Street Wildlife hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation **********

    44 min

  7. 11/30/2025

    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 analyze the bull case for weight loss drugs, the incoming oral pill revolution, and if this falling knife is finally safe to catch. $NVO 🫀 TransMedics: "Organ in a Box" technology that is saving lives and compounding capital. Is this razor-and-blades model the next Intuitive Surgical, or priced for perfection? $TMDX 🍋 Lemonade’s AI Revolution: A digital-native insurer that doesn't make you hate yourself. We debate if AI underwriting and a millennial-first brand can actually disrupt the legacy dinosaurs. $LMND 💳 PayPal: Turnaround or Trap? The community voted for value, but the market hates the uncertainty. We look at cash flows, aggressive buybacks, and the Google partnership to see if the bottom is in. $PYPL 📊 The Trade Desk Fight: Down massively from its highs, this ad-tech giant splits the hosts. Will "Agentic AI" kill traditional ads, or is this a generational entry point? Monkey demands answers! $TTD 🎲 Monkey’s Genius Group Gamble: Krzysztof breaks down his controversial micro-cap bet on $GNS and the alleged naked shorting schemes. Is this David vs. Goliath, or is Monkey just throwing bananas in the casino? 🎮 The Traitors Confession: Luke gets absolutely destroyed by a 16-year-old in a weekend long social deduction game. If he can't spot a Traitor, can he spot a fraud? (The answer is concerning). 👨‍👩‍👧 Christmas Investing for Kids: Forget plastic toys. We're planning a special guide on starting your child's wealth journey. Send in your questions now! Sources: Genius Group analyst: https://x.com/TheRealWyckoffG Segments: 00:00 Cold Open - Casino Bet or Investment? 04:00 Community Portfolio Introduction 04:43 The Voting Results Revealed 05:46 Stock #1: Novo Nordisk - GLP-1 Giant or Falling Knife? 18:40 Stock #2: TransMedics - The Organ Transplant Revolution 25:33 Stock #3: Lemonade - AI-Powered Insurance Disruption 33:16 Stock #4: PayPal - Value Play or Value Trap? 40:06 Stock #5: The Trade Desk - Monkey's Big Objection 51:25 Genius Group - the Controversy Explained $GNS 01:03:00 Traitors! 01:10:30 Investing for your Children - Episode 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://wallstreetwildlife.com ********** Follow us at: ⁠⁠x.com/7LukeHallard ⁠x.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 Keywords: Wall Street Wildlife, Stock Market Investing, Community Portfolio, Novo Nordisk Stock Analysis, NVO, TransMedics Stock, TMDX, Lemonade Stock, LMND, PayPal Stock Forecast, PYPL, The Trade Desk, TTD, Genius Group, Naked Short Selling, GNS, Roger Hamilton, Growth Investing 2025, Value Trap, Stock Market Crash, Investing for Kids

    1h 15m

  8. 11/23/2025

    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 $6 billion. We analyze what these massive exit signals mean for retail traders. 💰 The CapEx Black Hole: Big Tech is burning trillions on AI infrastructure, but will the math ever add up? We explore the dangers of rapid hardware depreciation, chip degradation, and the terrifying possibility that the returns will never justify the spend. 🌏 The Geopolitical Floor: Why the US-China arms race might be the only thing stopping the crash. When AI becomes an existential threat, do normal market valuation rules even apply? 📊 Portfolio Wars: The hosts diverge! Luke goes "Risk-Off," slashing Alphabet and Palantir to raise cash to 21%. Krzysztof goes "Risk-On," doubling down on data center plays like IREN Energy. Whose strategy will win? $GOOGL $PLTR $IREN ⚡ The Data Center Survival Guide: If the bubble bursts, who survives? Krzysztof breaks down why he is betting on top-tier infrastructure with locked-in AWS/Microsoft contracts while dumping the second-tier players. 🎮 GameStop 2.0 (The GNS Saga): Genius Group files a massive lawsuit against Citadel and Virtu, alleging systematic naked shorting. Is this the spark for the next massive retail rebellion against market manipulation? $GNS $GME 🛡️ Bulletproofing Your Wealth: Essential strategies for the coming volatility: distinguishing price from value, ignoring manufactured panic, and keeping your head when the VIX spikes. 🎭 Investing Lessons from Cinema: We analyze PT Anderson’s latest film to extract a critical lesson for this market: why rigid convictions kill portfolios and how the best investors adapt when reality shifts. Segments: 00:00:00 Introduction - Superinvestors Making Big Moves 00:01:00 One Battle After Another 00:05:00 Having a Process to Improve Your Process 00:09:00 AI Bubble Headlines: Burry, Thiel, SoftBank 00:12:00 Market Manipulation and Retail Psychology 00:17:50 The Bear Case: Unsustainable CapEx Spending 00:23:45 Will AI Generate Enough Economic Value? 00:27:00 The Race to AGI and Winner-Takes-All 00:34:50 China's AI Advantage and US Response 00:42:00 Geopolitical Implications of AI Investment 00:47:00 What Are We Doing In Our Portfolios? 00:50:00 Luke is Going Risk-Off with Alphabet, Palantir, ASML, Snowflake 00:56:20 Krzysztof's Risk-On Strategy with Data Centers 01:00:00 Price vs Value: Taking Advantage of Volatility 01:02:30 GameStop 2.0: The Genius Group Lawsuit $GNS 01:09:30 Payment for Order Flow and Market Structure 01:12:30 Ghost Hotdogs 01:13:30 Black Friday Deals: Fiscal AI & Portseido ********** 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/7LukeHallard ⁠x.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 ********** 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 Keywords: Michael Burry Nvidia, Peter Thiel Sold Nvidia, AI Bubble 2025, Stock Market Crash Prediction, Nvidia Stock Analysis, Genius Group Lawsuit, GNS Stock, Naked Shorting, Citadel Securities, Data Center Stocks, Palantir Analysis, Cipher

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