E32: Cybersecurity Showdown, AI Disruption, and Apple’s Big Move
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
E31: Tech Tangles and Ethical Angles: Navigating the Investment Jungle with Tesla Palantir & Bitcoin
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
E30: First Mover’s Edge – Being an Early Adopter, Palantir, & Politics – does Crypto matter?
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.
E29: NVIDIA’s Market Move – from the Yoga Mat to Wall Street
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
E28: Zen and the Art of Investing: Finding Balance and Long-Term Success
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
Is Your Job About To Get Replaced By AI?
In the latest podcast Krzysztof and I opine on the potential impact of #OpenAI’s latest model #GPT4o. If you’re an educator, mentor, coach, personal assistant, therapist, paralegal, in customer services, or any similar job where your primary mode of communication with your customers is conversational, you might want to check what’s coming down the tracks…
E27: Talk Nerdy to Me, GPT-4o: OpenAI’s Latest Chat Capabilities (and World Domination Plans?)
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
E26: Telescope Investing Reunion! Lessons from Pandemic Investing & Should You YOLO on Rocket Lab?
Remember the Telescope Investing podcast? Hosts Luke and Albert are back for a special reunion episode! While Krzysztof is taking a well-deserved break, Luke and Albert have plenty to catch up on since their last show in 2022. They’ll discuss how investing fueled their early retirement, the lessons learned from
E25: Tesla’s Autonomy Gamble: Invest or Avoid? + Founder-Led Debate
In Episode 25, Luke reflects on his magnum-opus 50-day portfolio review on X, including selling $AMZN “too early” to buy a couple of cars. We debate whether that was a mistake or using money appropriately to live fully? https://twitter.com/7LukeHallard/status/1781627421243908513 Monkey wonders how Luke got through 2008 beating the market by