E63: Will Tesla Kill This Transportation Giant?
This week we delve into the complexities of sustainable investing and further consider the disruptive potential of AI, exploring cutting-edge companies and innovative sectors shaping the market’s future.
Plus, the makings of a classic Monkey vs Badger bet on a transport giant’s future! Are you Team Monkey or Badger after hearing the duel?
🛠 Key Topics:
🛢 Turning Trash into Treasure with cutting-edge biotechnology to convert waste gases into sustainable fuels and chemicals. Is this the game-changer the Sustainable Aviation Fuels (SAF) market has been waiting for?
🌱 From Refinery to Green Energy Powerhouse, with a detailed look at one company’s renewable diesel and SAF ambitions, including their Montana Renewables project and financial strategies driving growth.
🚖 Examining autonomous vehicles and investments in carbon-neutral transportation. Can this company stick the landing with the coming transportation revolution, or will $TSLA eat its lunch?
Segments:
00:00 Introduction
02:46 Badger Goes Grey
05:45 Shorting Quantum Computing Inc $QUBT
09:39 Public.com Partnership
18:14 Calumet and Sustainable Aviation Fuel
28:11 The Dangers of Giving Investment Advice
30:34 Exploring Sustainable Investments
38:31 Stock Safari: Lanzatech and Calumet
45:25 Stock Safari: Uber’s Autonomous Future
59:00 The Future of SaaS and AI Disruption
01:03:55 Community Shoutouts
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SUPPORT THE SHOW AND BECOME A PATREON: https://patreon.com/wallstreetwildlife
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Find more episodes of the podcast at wallstreetwildlife.com where you can also get our “10 Laws of the Investing Jungle” free PDF download, and you can follow us at:
x.com/7LukeHallard
x.com/7FlyingPlatypus
Wall Street Wildlife is also on Instagram @wallstreetwildlife.
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Sign-up for a bond account at Public.com/wildlife
A Bond Account is a self-directed brokerage account with Public Investing, member FINRA/SIPC. Deposits into this account are used to purchase 10 investment-grade and high-yield bonds. As of 9/26/24, the average, annualized yield to worst (YTW) across the Bond Account is greater than 6%. A bond’s yield is a function of its market price, which can fluctuate; therefore, a bond’s YTW is not “locked in” until the bond is purchased, and your yield at time of purchase may be different from the yield shown here. The “locked in” YTW is not guaranteed; you may receive less than the YTW of the bonds in the Bond Account if you sell any of the bonds before maturity or if the issuer defaults on the bond. Public Investing charges a markup on each bond trade. See our Fee Schedule. Bond Accounts are not recommendations of individual bonds or default allocations. The bonds in the Bond Account have not been selected based on your needs or risk profile. Learn more at:
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To use the same portfolio tracking tool as Luke, check-out:
https://www.portseido.com/?fpr=lukehallard
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Monkey’s “Zen, Nietzsche, How to Live” Substack:
http://firephilosophy.substack.com
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Disclosure: Wall Street Wildlife hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
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E61: Is this the End of the Magnificent Seven? + Two Quantum Computing Stocks!
Happy New Year! We kick off 2025 with bold predictions and a touch of drama. After reflecting on our 2024 forecasting showdown (spoiler: eggnog-fueled chaos), we dive into the biggest investing and stock market trends and opportunities for 2025! We also open the box on quantum computing and analyse two
E60: Investing for Your Children – A Guide for Parents
The Power of Starting Early:👨👩👧👦 Why beginning an investment journey for your kids today can lead to life-changing outcomes💰 How compound interest can turn $20 a week into more than $50,000! Step-By-Step Guide to Getting Started (Today!):🏦 How to open a tax efficient account❔ What to invest in💪 How to
E59: Monkey vs Badger 2024 Annual Review Holiday Extravaganza
🥂 Festive Chaos in our live-streamed holiday special, complete with cocktails, banter, and a drunk Badger and Monkey!🍸 Signature drinks take center stage with live cocktail mixing on-air. Festive classics plus questionable new inventions!🎄 A spirited review of our bold 2024 market predictions, with penalty shots for errors $NVDA $EOSE
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
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🥂 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🪙
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👑 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