E58: Beyond Frothy Valuations: Investing for Success in Any Season
💹 Managing Market Volatility: Handling frothy valuations in today’s wild market (Badger values his whole portfolio!)🧠 The Role of AI in Investing: How AI impacts valuation metrics, company performance, and its influence on investor sentiment.📈 Using Options for Market Insurance: Monkey is hedging his portfolio risk by buying Palantir $PLTR
E57: Don’t Be a Sheep! Why Price Action Controls Your Brain (and Portfolio) + $RCEL $ENPH
🤡 Why crypto remain a “huge circus” $XRP vs. $LINK🤔 Should you short Palantir? Timing and understanding market trends before jumping in $PLTR🧔🏻♂️ A bearded Monkey is humbled by admirers of his new furry face while Badger dives into the challenges of being a patient long-term investor and how price
E56: 10x Stocks and Penny Shares, plus Rocket Lab $RKLB 🚀 and Cassava Sciences $SAVA 🧬📉
In this week’s episode: 📗 Lessons from 100-Baggers by Christopher Mayer💭 Monkey dreams of 10x returns, exploring market inefficiencies and why they matter $TSLA $EOSE🧪 The dramatic fall of Cassava Sciences, the dangers of fraud in biotech, and the importance of robust due diligence $SAVA🚀 How Rocket Lab became one
E55: Drunken Wisdom AMZN LINK PLTR Cash
🥂 Drunk Wisdom: Reflecting on market highs and lows over a sea of booze. Key lessons about taking a long-term view, and having a process to improve your process (the machine that builds the machine?)💼 $AMZN Amazon’s Strategy Reboot: Deep dive into Amazon’s current moves in e-commerce and cloud services🪙
E54: Could Tesla Be a 100-Bagger? $AXON $TSLA $BTC $CHRS $IREN
👑 Badger plays poker in Vietnam; Monkey sees an important investing lesson for ‘busting on the bubble’.👾 Trump’s election is a 🟢 for $BTC and $LINK, legit crypto. Monkey talks about journalist Laura Shin’s article on the Dem’s regulatory mistakes💵 Monkey wants crypto back in his King of the Jungle
E53: Interview with Slouching Towards Utopia author, Bradford DeLong
📚 Bradford DeLong, Economic historian and author of Slouching Towards Utopia: An Economic History of the Twentieth Century, joins us for a kick-ass conversation about the intersection of history, economics and investing. We learned a tremendous amount from Professor DeLong’s book and his depth of historical and economic understanding. Brad
E52: Crowning the King of the Jungle! $RKLB $EOSE $CHRS
👑 Badger wins year 1 of King of the Jungle! You won’t believe the margin of victory! And his Banana trophy 🏆🍌🤓 Monkey tries hard to identify his mistakes while Badger tries hard to remain gracious: lots of lessons and reflections on how we can both improve our process to
Should you invest in Wise?
Wise, previously known as TransferWise, is a company that’s created a global cross-border payments network that replaces traditional international banking for 13 million personal and business customers. In this deep dive into $WISE I’m joined by Simon Erickson, Founder and CEO of 7investing. We explore Wise’s disruptive approach to international
E51: Are Small Caps Set to Outperform? $GAW $ASTS $RLAY $CHRS
In this week’s episode: 🤏 Why small-caps will outperform in 2025 ❌ A horrific, down-in-the-dumps share price does not equal a broken thesis. $CHRS 🧬 The trend is your friend in investing; is biotech an exception? $RLAY 📕 Bradford DeLong, Professor of Economics and author of ‘Slouching Toward Utopia: An
E50: I’m a single mom: How do I start investing? + $META $CLMT $OKLO $HOOD
☢️ $OKLO is up over 150% since Badger put it on his radar a month ago. Is it investable?🤑 Monkey talks about Robinhood Legend, $HOOD’s new trading platform, its dangers and perks🦉 We address Patreon Steven’s question about how to get the best investing results and how to create a