While Luke comes home from front row seats at the Paris Olympics, the market tries to rain on his fur by having a historical meltdown and a global margin call. We discuss the $VIX volatility index and just how rocky Monday morning was relative to the 2008 financial crisis and

Krzysztof returns from a Hobbit house getaway while Luke gets ready to head to Paris for the Olympics; tales of travel spark some short-term trauma about lost luggage and Crowdstrike’s $CRWD hand in making lots of people maddeningly upset. If that’s not spicy enough, we briefly discuss historical revolutions and

This week, we’re swinging through the vines of US politics, wrestling with the CrowdStrike $CRWD chaos, and dishing updates on Luke’s NuScale Power $SMR position. Strap in — it’s a wild ride! Political Safari: Joe Biden exits the presidential race, shaking up the political landscape. Luke’s prediction pays off handsomely,

Fresh off an assassination attempt, Donald Trump’s political future looms large. Is his return to the Oval Office now inevitable, and what could this mean for the investment landscape? While Krzysztof battles the tail end of COVID, he passes the analytical baton to Luke, who takes a deep dive into

Krzysztof’s back from Europe, but he brought COVID with him — is his pink Care Bears hat an essential part of the recuperative process? Luke commends Krzysztof’s bet against corporate real estate and regional banks (puts on $KRE!), and shares some data that supports the doom thesis. Is thorough research

Badger returns from his motorbike trek to Budapest, but barely survives not losing his head. Monkey is still stuffing his face with cannolis in small-town Sicily (home of shoddy internet speeds and the reason why we have no video this week!). Trump and Biden are two of the most compromised

While Luke is motorbiking across Europe, Krzysztof is doing aerial acrobatics above Warsaw and dropping down on jet-skis, Bond-style. Luke reads about Ray Kurzweil’s latest AI prognostications, which include discovering how to use hundreds of thousands of new compounds, leading to the promise of free energy and the need to

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

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

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.