Wall Street Wildlife Investing Podcast

Krzysztof and Luke
  • 5.0 (24)
  • 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. 2d ago

    Does Uber Survive If Waymo Goes Solo? $TSLA vs $UBER + Procept BioRobotics $PRCT (E141)

    Two gorillas, one marketplace — and Waymo just walked out the door. This week Luke and Krzysztof tear apart three King of the Jungle stocks with real money on the line, debate whether active fund management is structurally broken, and wade into the most confusing rights offering either of them has ever seen. Buckle up. 💀 Fundsmith, the legendary UK fund manager just abandoned his own principles — and Luke says it proves you should NEVER give your money to an active manager, no matter how good their track record 🤖 Waymo ditched Uber's platform to go solo. Luke owns $UBER. Is his entire thesis now in jeopardy — or is this actually fine? 🚗 $TSLA at 180x earnings: is it a car company, an AI company, or just a Musk narrative trade? The hosts disagree on when, or whether, to buy 💊 Krzysztof makes the case for $PRCT (Procept BioRobotics) at near all-time lows and explains exactly what he's watching in the August 5th earnings call before he adds a single share 🎯 Down 40% on a position and refusing to add, Krzysztof walks through the discipline behind sitting on your hands when every instinct says buy 🎓 The Fundsmith collapse explained: why "do nothing" is the right strategy for YOU but a career-ending strategy for a fund manager — and why that misalignment matters ⚡ EOS Energy's rights offering has become a genuine disaster — death spiral mechanics, four-cent warrants, and brokers who have no idea what's happening. Krzysztof breaks it all down and tells you what to do RIGHT NOW if you're a holder Segments: 00:00:00 Cold Open 00:11:00 Fundsmith's Fallure: Why Even the Best Fund Managers Crack 00:20:13 $PRCT Procept BioRobotics — Near All-Time Low, August 5th Catalyst 00:36:13 How to Sit on Your Hands When You're Down 40% 00:41:20 $TSLA Tesla — Car Company, AI Play, or Pure Narrative? 00:54:07 $UBER vs Robotaxi: Does Uber Survive If Waymo Goes Solo? 01:01:00 The Gorilla Problem: Why Krzysztof Isn't Convinced on $UBER 01:13:37 $EOS Energy Rights Offering Disaster — What Holders Must Do Now 01:23:11 Learning in Public: Why We Don't Delete Our Mistakes ********** If you want to see our furry faces, this podcast is also available on YouTube at ⁠youtube.com/@WallStreetWildlife?sub_confirmation=1⁠ ********** SUPPORT THE SHOW AND BECOME A PATREON: 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: fiscal.ai/wildlife ********** Monkey’s “Zen, Nietzsche, How to Live” Substack: firephilosophy.substack.com ********** To use the same portfolio tracking tool as Luke, check-out: 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: $UBER, $TSLA, $PRCT, $EOS, Procept BioRobotics, Tesla robotaxi, Uber Waymo, Fundsmith Terry Smith, active management, rights offering, aquablation, Optimus robot, full self-driving FSD, robotaxi investing, network effects, position sizing, investing psychology, King of the Jungle portfolio, razor blade business model, med tech investing, EOS Energy warrants, retail investor mistakes, anchoring bias, compounding stocks, growth investing

  2. Jul 12

    Is AI Making Cybersecurity Stocks Unmissable? $CRWD vs $PANW + $ODD (E140)

    The AI hacking apocalypse is closer than you think — and two companies are quietly positioning themselves as the last line of defense for every business on earth. This week, Badger makes the bull case for the two cybersecurity gorillas dominating the sector, Monkey digs into a beaten-down beauty-tech turnaround with a suspiciously fixable problem, and together they rain cold water on one of the hottest narratives in investing right now. 🛡️ $CRWD vs $PANW — Badger owns both and is adding more. But are these priced-for-perfection giants still a buy at nosebleed valuations, or is the AI tailwind big enough to justify the premium? 🤖 Project Glasswing: Why Anthropic quietly handed $CRWD and $PANW a massive moat over every other cybersecurity vendor — and what it means for the companies left out in the cold. 🧠 Quantum computing: hype, hope, or the most uninvestable sector on the planet? Badger and Monkey deliver a blunt verdict that Andreas from Patreon definitely didn't want to hear. 🎯 Monkey's contrarian bet on Oddity $ODD — a 49% single-day collapse, a Meta algorithm crisis, and a balance sheet that's almost as big as the market cap. Is this the setup he's been waiting for? 📊 The real numbers behind Palo Alto's "31% revenue growth" — and why that headline figure is smoke and mirrors hiding a very different story. 🎓 Why waiting for quantum computing to prove itself isn't cowardice — it's strategy. The Nvidia lesson every early-stage tech investor needs to hear. Segments: 00:00:00 Cold Open: AI Hacking & The Cybersecurity Reckoning 00:01:09 Intro 00:04:50 Quantum Computing: Uninvestable Hype or Early Opportunity? 00:15:30 Why You Don't Need to Be Early — The Nvidia Lesson 00:19:32 Oddity: Beauty-Tech Turnaround or Meta Dependency Trap? $ODD 00:28:34 $ODD Balance Sheet Deep-Dive: Trading at Cash Value? 00:39:00 $CRWD CrowdStrike: The AI-Native Security Gorilla 00:49:33 $PANW Palo Alto Networks: Cheaper Giant or Frankenstein Platform? 00:58:16 $CRWD vs $PANW: Which One Do You Actually Buy? 01:05:00 Project Glasswing: Why Anthropic Just Changed the Cybersecurity Game ********** If you want to see our furry faces, this podcast is also available on YouTube at ⁠youtube.com/@WallStreetWildlife?sub_confirmation=1⁠ ********** SUPPORT THE SHOW AND BECOME A PATREON: 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: fiscal.ai/wildlife ********** Monkey’s “Zen, Nietzsche, How to Live” Substack: firephilosophy.substack.com ********** To use the same portfolio tracking tool as Luke, check-out: 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

  3. Jul 5

    Is Narrative Investing Genius or Just Survivorship Bias? (E139)

    What if the secret edge in investing isn't a spreadsheet — it's a story? This week Luke and Krzysztof sit down with Daniel Joshua Rubin, screenwriter, author of *27 Essential Principles of Story*, and a self-described "narrative investor" who's been quietly compounding by asking one question: is this a hero worth backing? The conversation gets spicy fast, with all three disagreeing on where narrative ends and delusion begins. 🎓 Daniel breaks down why ALL investing is storytelling 🧠 The Reese's Peanut Butter Cup theory of investing: why numbers alone and narrative alone both fail, and what happens when you combine them 💀 Survivorship bias hits hard — for every Netflix, there are 99 narratives that died quietly on the side of the road. How do you tell the difference *before* the crash? 📊 Luke pulls up the $ZM chart live and shows exactly when the narrative AND the numbers broke down simultaneously — and why one without the other got investors wrecked 🎯 The "drunken pilot" test: Daniel's framework for spotting a bad CEO before the numbers catch up — and why the math guys always miss it 🌐 From Blockbuster's villain arc to CrowdStrike's redemption story to Trade Desk's gathering storm — real companies dissected as hero's journeys 🤖 Nebius vs. the field, Reddit's narrative moat, and why Daniel thinks consumer-facing brands are where narrative investing has the sharpest edge 🎴 The pop quiz that stumped everyone: what do you do when a terrible narrative produces a 12X return? (Aehr Test Systems says hello) $AEHR Sources: Daniel Joshua Rubin: https://storyprinciples.com/ Segments: 00:00:00 What Is Narrative Investing? The Core Idea 00:10:20 Story Structure Meets Stock Analysis: Hero, Villain, Object of Desire 00:18:44 Survivorship Bias: The Dark Side of Narrative Investing 00:23:28 $ZM Zoom Case Study: When Narrative and Numbers Both Break 00:30:27 What Great CEOs Look Like — Grit, Humility, and Quiet Intensity 00:38:43 The Drunken Pilot Test: Spotting Bad Leadership Before the Numbers Do 00:51:33 $CRWD CrowdStrike, Trade Desk, and Branding as a Signal 00:59:48 Numbers vs. Narrative: Do You Actually Need Both? 01:09:09 Aehr Test Systems and the Limits of Narrative Investing 01:17:52 Final Verdicts: Where Narrative Has an Edge (and Where It Doesn't) ********** If you want to see our furry faces, this podcast is also available on YouTube at ⁠youtube.com/@WallStreetWildlife?sub_confirmation=1⁠ ********** SUPPORT THE SHOW AND BECOME A PATREON: 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: fiscal.ai/wildlife ********** Monkey’s “Zen, Nietzsche, How to Live” Substack: firephilosophy.substack.com ********** To use the same portfolio tracking tool as Luke, check-out: 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

  4. Jun 28

    The Glowing Eyeball vs the Obesity Drug: $SPHR and $NVO Debated (E138)

    Two companies making the world genuinely better — one a glowing eyeball printing money in the desert, the other a century-old drug giant that invented the obesity revolution. So why are both kind of terrible investments right now? Luke and Krzysztof go head-to-head on $SPHR (Sphere Entertainment) and $NVO (Novo Nordisk) in this week's King of the Jungle bull-bear debate — and the tension is real. 🎯 Krzysztof bought $SPHR at ~$50. It's now $150. Is it a 3-bagger worth holding — or time to squeeze the last drop from the lemon? 📊 $NVO is trading at 10x earnings while $LLY trades at 40x. Screaming value trap or generational discount? Luke makes the case — then almost talks himself out of it live on air. 🌐 SpaceX IPO day sparks a bigger debate: why a company losing $10B still justifies a $2.2T valuation — and what most investors get wrong about forward-looking markets. 🧠 "You can love a company and hate the stock." The uncomfortable investing truth both hosts keep circling back to — and what it means for YOUR portfolio. 🚀 SpaceX vs Meta: Krzysztof breaks down why comparing current financials is almost meaningless — and the one bias both hosts admit they share about Zuckerberg's empire. 💊 Novo Nordisk's Cagrisema failed its head-to-head vs Lilly. The stock dropped 45% in a year. Luke owns it anyway. Krzysztof has zero desire to touch it. Who's right? 🎯 The Sphere's real constraint isn't content — it's geography. Luke makes the bear case: how many cities on Earth can actually host one of these things profitably? 🤖 When good stories get too well-known, the edge disappears. Krzysztof shares why he's increasingly hunting investments he doesn't even *like* — purely on the investment case. Segments: 00:00:00 Cold Open: Loving a Company vs Loving the Stock 00:00:49 Intro + SpaceX IPO Day — Options Strategy & What Comes Next 00:04:31 SpaceX vs Meta: Why Comparing Current Financials Misses the Point 00:11:17 $SPHR Bull Case: How the Giant Glowing Eyeball Learned to Print Money 00:15:33 $SPHR Bear Case: How Many Cities Can Actually Host a Sphere? 00:22:39 $SPHR Verdict: Would You Buy at $150? (Krzysztof Answers Honestly) 00:30:23 $NVO Deep Dive: Novo Nordisk — Cheap for a Reason or Generational Value? 00:36:32 $NVO vs $LLY: 10x Earnings vs 40x — Is the Gap Justified? 00:40:28 Why Luke Hasn't Sold $NVO Yet (And Why That Might Be a Mistake) 00:46:51 The Meta-Lesson: When Knowing the Story Kills Your Edge ********** If you want to see our furry faces, this podcast is also available on YouTube at ⁠youtube.com/@WallStreetWildlife?sub_confirmation=1⁠ ********** SUPPORT THE SHOW AND BECOME A PATREON: 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: fiscal.ai/wildlife ********** Monkey’s “Zen, Nietzsche, How to Live” Substack: firephilosophy.substack.com ********** To use the same portfolio tracking tool as Luke, check-out: 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 ********** - 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: $SPHR, $NVO, Novo Nordisk, Sphere Entertainment, $LLY, Eli Lilly, SpaceX IPO, Ozempic, Wegovy, semaglutide, weight loss stocks, value trap, growth investing, forward-looking valuation, position sizing, dividend investing, options strategy, implied volatility, biotech investing, love the company hate the stock, Meta vs SpaceX valuation, Las Vegas Sphere, compounding stocks

  5. Jun 21

    Is $EOSE an 11-Bagger That's Just Getting Started? (E137)

    Two years ago, Badger called EOS Energy garbage. Monkey wouldn't shut up about it. Today, the stock is up 1,000% and the story is just getting stronger. This week on Wall Street Wildlife, we settle the $EOSE vs $AXON bet, dissect a rights offering that could make or break $EOSE shareholders, and go live on SpaceX IPO day to watch history happen in real time. 🚀 SpaceX opens at $160+ on IPO day — Badger and Monkey called it live, almost to the dollar, and neither can quite believe it 📊 $EOSE is up 1,000% since the bet was made — but was it 3,000% at the peak, did Monkey leave serious money on the table? 💀 The rights offering explained: dilution is coming for $EOSE shareholders — but is it actually a gift in disguise, or a warning sign? 🎯 Badger bought back into $AXON after cutting it — what changed, what still bothers him, and why Motorola just became a threat worth watching 🧠 Why can't two investors who trust each other actually pull the trigger on each other's best ideas? The psychology of the "stock tip problem" 🦫 Monkey's Samantha Rabbit vs. Monkey daily stock-picking experiment: week three update, early surprises, and a new options data module for Patreons 🌴 The show identity question: are WSW just two animals shooting the sh*t, or is there a responsibility to say more when a stock goes up 450%? Segments: 00:00:00 Introduction & SpaceX IPO Day Live 00:02:05 SpaceX Price Bet: Badger vs. Monkey (Live) 00:05:30 What Is Wall Street Wildlife Actually For? 00:11:35 Samantha Rabbit vs. Monkey: Week 3 Update 00:19:26 How to Start Investing (Badger's On-Ramp Principles) 00:21:00 The EOS Energy vs. Axon Bet: Two-Year Results Revealed 00:27:01 $EOSE Deep Dive: Rights Offering, Cerberus & Frontier Power USA 00:49:31 $AXON Deep Dive: Why Badger Sold, And Why He Bought Back 01:01:38 Motorola vs. Axon: The Counter-Drone War Begins 01:03:25 SpaceX IPO Price Confirmed Live — $2 Trillion Valuation $SPCX 01:05:07 SpaceX: Top 5 Company in 8 Years? Badger vs. Monkey ********** If you want to see our furry faces, this podcast is also available on YouTube at ⁠youtube.com/@WallStreetWildlife?sub_confirmation=1⁠ ********** SUPPORT THE SHOW AND BECOME A PATREON: 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: fiscal.ai/wildlife ********** Monkey’s “Zen, Nietzsche, How to Live” Substack: firephilosophy.substack.com ********** To use the same portfolio tracking tool as Luke, check-out: 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: $EOSE, $AXON, SpaceX IPO, rights offering, long-duration energy storage, zinc batteries, Cerberus Capital, Frontier Power USA, counter-drone investing, Dedrone, Motorola Solutions, reverse DCF, stock-based compensation, position sizing, dilution explained, investing psychology, stock tip problem, $ASTS, Kelly Criterion, retail investor on-ramp, options strategy, King of the Jungle portfolio, Wall Street Wildlife, WSW, growth investing, contrarian investing, $SPCX

  6. Jun 14

    Is the SpaceX IPO a Trap for Retail Investors? + $NU + $MRLN (E136)

    SpaceX is finally going public and it might be the most hyped IPO in a generation. But does that make it a buy, a trade, or a trap? Luke and Krzysztof have completely different plans, and neither one is obvious. This week also covers a tiny autonomous aviation startup that jumped 30% on a massive red day, why Luke dumped $WISE and owns $NU instead, and why the easy money on big IPOs is almost never made by the people watching from home. 🚀 Luke owns SpaceX *already* — but he's locked out, taxed, and has zero control over what happens next. His plan is more complicated than you'd think. $SPCX 🎴 Krzysztof refuses to be a long-term SpaceX holder — and instead wants to swing trade the IPO hype with options. Is he right to ignore the Rocket Lab lesson? 🎯 The musical chairs problem: why retail investors almost always arrive after the easy money is gone — and what to do about it. 🤖 A tiny pre-revenue company called $MRLN (Merlin) jumped 30% on one of the worst market days in months after a US Special Operations milestone. Krzysztof bought it impulsively. Was it genius or madness? 🎓 Is autonomous flying actually *easier* to solve than self-driving cars? Krzysztof makes the contrarian case and braces for pushback from a pilot in the Patreon community. 💰 Luke sold every share of $WISE after the AML scandal deepened and explains exactly why a 2-3 year regulatory headache makes it uninvestable right now, even if the business model is sound. 📊 $NU (Nubank) serves over 135 million customers, more than half of all adults in Brazil. Luke breaks down why it's trading at just 13x forward earnings despite 40% loan book growth, and what the real bear case actually is. 🌴 Krzysztof offers to document his live SpaceX options trades in real time for Patreon Dolphins. Tune in if you want to watch a philosopher-investor try to outsmart the hype machine. Segments: 00:00:00 The Musical Chairs Problem With IPOs 00:01:06 SpaceX IPO Week — What's Actually Happening 00:05:45 Luke's SpaceX Position: Locked Up, Taxable & Out of Control 00:09:24 Luke's Plan to Build a Real $SPCX Position 00:12:26 Krzysztof's Contrarian Take: Swing Trade the Hype, Don't Own It 00:20:21 $MRLN Merlin Inc — Autonomous Flight for the US Military 00:24:00 Is Autonomous Flying Easier Than Self-Driving Cars? 00:33:39 The Bear Case for Merlin: No Revenue, 200x Sales 00:39:53 Why Luke Sold All His $WISE Stock 00:45:07 $NU Nubank — Banking Half of Brazil at 13x Earnings 00:53:14 The Nubank Bear Case: Loan Book Risk in a Developing Market ********** If you want to see our furry faces, this podcast is also available on YouTube at ⁠youtube.com/@WallStreetWildlife?sub_confirmation=1⁠ ********** SUPPORT THE SHOW AND BECOME A PATREON: 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: fiscal.ai/wildlife ********** Monkey’s “Zen, Nietzsche, How to Live” Substack: firephilosophy.substack.com ********** To use the same portfolio tracking tool as Luke, check-out: 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: SpaceX IPO, $SPCX, IPO investing, retail investor traps, IPO hype cycle, Merlin Inc, $MRLN, autonomous aviation, autonomous flight, military tech stocks, Wise AML scandal, $WISE, Nubank, $NU, Brazil fintech, neobank investing, options trading IPO, swing trading, pre-revenue stocks

  7. Trailer

    Welcome to the Wall Street Wildlife Investing Podcast

    Where the worlds of technology, business, finance, stock markets, and animal spirits collide. Perfect for those who know there’s an intelligent and principled way to become wealthy but haven’t yet had a good jungle guide, Luke ‘The Badger 🦡’ Hallard and Krzysztof ‘Monkey 🍌’ Piekarski bring you investing insights and principles to help you better understand how to make $$ money in the stock market. Wall Street Wildlife is a gateway to deep, quality investing research and principles. Are you ready to become a beast of an investor? 🦁

  8. Jun 7

    Is IREN Becoming a Serious AI Cloud Contender? + Buying SpaceX Pre-IPO + $WISE (E135)

    The AI infrastructure land grab is accelerating — and this week, Krzysztof drops a deep dive into his #1 portfolio holding that rewrites the bull case entirely. Meanwhile, Luke's longtime fintech darling just got hit with a half-billion-euro money laundering investigation on the same week it relisted on NASDAQ. Timing couldn't be worse. Here's what's really at stake: 🤖 $IREN just went from Bitcoin miner to potential hyperscaler — and NVIDIA's $3.4B bet on their Sweetwater site might be the most important data center deal you haven't heard about 🎯 Krzysztof holds $IREN at 21% of his King of the Jungle portfolio — and after this earnings call, he's not trimming. Here's why that conviction is earned, not reckless 📊 The revenue miss that spooked the algos vs. the thesis that actually matters — why Krzysztof calls it a "nothing burger" and what would change his mind 🌐 $IREN vs. CoreWeave vs. Nebius: the neo-cloud battle nobody's framing correctly — and the one financial metric that makes CoreWeave a no-touch for Monkey 💰 $WISE drops 18% on AML bombshell — Luke worked in global anti-money laundering for a major bank, and his read is genuinely alarming. This isn't a dip-buy moment 🎴 SpaceX IPO ticker confusion is already making people rich — the meme crew is running a pump on Virgin Galactic $SPCE and it's equal parts hilarious and predatory 🧠 What would Rafa Nadal's grit look like in a retail investor? The question that reframes every market downturn you'll ever face Segments: 00:00:56 Welcome + Episode Overview 00:02:25 Rafa Nadal Documentary: The Grit Investors Are Missing 00:09:53 Monkey vs. Samantha the Rabbit: AI Stock Picker Experiment Update 00:14:31 Daily Investment Decisions — Good Habit or Bad Habit? 00:23:02 SpaceX IPO Ticker Trap: The $SPCE Meme Pump Explained 00:30:29 $IREN Deep Dive: From Bitcoin Miner to NVIDIA's Chosen Partner 00:43:00 $IREN vs. CoreWeave vs. Nebius: Why Krzysztof Chose the Land 00:59:31 $IREN Position Sizing: Is 21% of a Portfolio Ever Justified? 01:01:26 $WISE AML Scandal: Luke's Inside Take from His Banking Past 01:13:09 Would Luke Buy or Sell $WISE Today? Live Portfolio Decision ********** If you want to see our furry faces, this podcast is also available on YouTube at ⁠youtube.com/@WallStreetWildlife?sub_confirmation=1⁠ ********** SUPPORT THE SHOW AND BECOME A PATREON: 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: fiscal.ai/wildlife ********** Monkey’s “Zen, Nietzsche, How to Live” Substack: firephilosophy.substack.com ********** To use the same portfolio tracking tool as Luke, check-out: 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: $IREN, $WISE, $SPCE, SpaceX IPO, NVIDIA data center, AI infrastructure investing, anti-money laundering, AML compliance, neo-cloud stocks, CoreWeave vs IREN, Nebius vs IREN, Sweetwater data center, position sizing, conviction investing, retail investor psychology, investing grit, Rafa Nadal investing mindset, AI stock picker experiment, King of the Jungle portfolio, pre-IPO meme pump, Mirantis acquisition, data center power moat, Wise PLC investigation, fintech regulation risk, Wall Street Wildlife

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Trailer

5
out of 5
24 Ratings

About

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

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