The Chaos Before Christmas: Join us this week for a wild holiday livestream featuring live cocktail crafting, questionable gift exchanges, and an unfiltered, boozy review of our predictions for 2025.
🍌 The Gilded Banana: Witness the unveiling of the ultimate cocktail guide and the “dirty monkey” whiskey tasting. Watch the boys try to mix drinks without ruining the studio equipment.
🔮 Prediction Reality Check: We let an AI analyze our January predictions. From S&P 500 targets to small-cap rotation dreams—did we beat the market, or did the market beat us?
🚀 The Future is Now: From Tesla Robotaxis hitting Austin to AST SpaceMobile’s critical launch—the autonomous revolution is accelerating faster than we thought. $TSLA $ASTS
📉 The Chainlink Heartbreak: Krzysztof breaks down his highest conviction crypto play that didn’t go to plan, plus the “inverted reality” of our best and worst stock picks for each other. $LINK
🎰 Vegas 2026 Announced: We are taking the jungle to the strip! Get the details on our first ever Patreon gathering and poker tournament in Las Vegas.
🧠 Mind Over Matter: A deep dive into Neuralink’s progress with Brain-Computer Interfaces—arguably the most emotional and human segment of the year.
🛠️ The Investor’s Toolkit: A roundup of the specific apps and AI tools we are using to level up our retail investing game for the year ahead.
Segments:
00:00 Cold Open
03:05 Christmas Party Begins
10:17 Gift Exchange – Banana Themed Presents
30:08 Making Cocktails
39:19 Official Start – Moving to Predictions
46:53 2025 Predictions Review Begins
50:28 S&P 500 & Magnificent Seven Performance
55:20 Recession Watch – Did It Happen?
58:59 Bitcoin vs Chainlink – The Disappointment
01:03:19 Space Race & Robotaxi Reality Check
01:27:34 Medical Breakthroughs & Neuralink Progress
01:43:47 The Inverted Reality – Worst Prediction Ever
01:52:55 Leverage Bubble Concerns
01:57:39 Hot Sectors for 2026
01:59:52 Favorite Books & Movies of 2025
02:04:47 Vegas Meetup Plans & Poker Quiz
02:11:00 Closing Thoughts
[00:00:00] Luke: Christophe, we are live. Who do we have? Can we see the chat? Can we see some chat? Who’s here? Matt? Evening all Paolo. Hello fellas. Paul? Oh, someone’s recording. Failed to start. Is that you? Is
[00:00:29] Krzysztof: Excellent. The Beasties, some Beasties are in the house.
[00:00:35] Luke: guys, if you’re in the chat, we haven’t really started yet. We’re gonna start officially in a bit. We’re just gonna let like the numbers build a bit. Can you tell us if you can both hear us and see us both nice and clear though.
[00:00:47] Krzysztof: Nice,
[00:00:49] Luke: Super. Thank you. Thank you Paolo. Thank you Jeff. Yeah, Jeff, I think that might be Jeff from Park City, Utah. Who, uh, I did beers and dinner with multiple times. It is when I was on my 2024 ski season. Jeff, man, what are you doing? Where is the fucking snow? There is no snow in North America. And I’m coming soon, Matt.
I know. I, Matt, I know my, I know my stream is shabby. Uh.
[00:01:16] Krzysztof: Yeah. You know what the irony of that is, Matt? That badger, Mr. SpaceX over here can’t even get himself a decent, decent modem.
[00:01:27] Luke: I literally, I tried to place an order for starlink about five days ago, and I realized that I’d left it too late. I could have bought it from my local retailer. It would’ve been chaos. So, sorry guys. It’s gonna be beautiful on the live stream. As long as you didn’t hear me. That’s the important thing.
[00:01:44] Krzysztof: Yes,
[00:01:46] Luke: Yeah. Tight, tight. Get indeed. Yeah.
[00:01:51] Krzysztof: You know, when I, every time I see Steven in the house, uh, and or I’m about to travel or fly, I’m like, man, I wish Steven was my captain, but I, but I’ve never seen Steven sitting up there behind all the buttons or in front of all the buttons.
[00:02:09] Luke: It means you’ve gotta fly in means you’ve gotta fly in Chewy. And that’s a, that’s a pretty dubious airline
[00:02:15] Krzysztof: Uh, oh my God. Speaking of though, um, Steven, I’m guessing you’ve seen the, uh, the show, oh God, what’s it called? Rehearsal with Nathan Fielder,
[00:02:30] Luke: Hmm.
[00:02:31] Krzysztof: um, badge. You know what I’m talking about?
[00:02:35] Luke: I do. Yeah. It’s super. I’ve got a couple of friends who fly and their minds were blown by season two of
[00:02:40] Krzysztof: you saw, yes, you saw season two, right?
[00:02:43] Luke: yeah, yeah. Yeah.
[00:02:44] Krzysztof: Yeah. Totally. So amazing, right? Steven, if you have no idea what we’re talking about, go. Uh, oh my God, Steven, you will die. You will die. In fact, we’re signing this as homework for you. Go watch. Season two of rehearsal with Nathan, uh, fielder, I think is his name.
[00:03:05] Luke: Very good. Alright, I think we’ve got good numbers. Hopefully my stream doesn’t degrade too badly. If you literally stop being able to hear me in the show, let me know and I dunno, we will, fuck knows. I haven’t really got any buttons to press, but yeah. We’ll hopefully the gods are with us. So shall we play some theme music and then get into the official livestream Christmas party?
Christoph, shall we do that?
[00:03:27] Krzysztof: The music, let me.
[00:03:35] Luke: Welcome to the Wall Street Wildlife holiday special livestream Christmas party with Patreon’s Alcohol monkeys. Beautiful background. We both got our Christmas hats on. My ba brain is boiling ’cause it’s freaking hot. Uh, Merry Christmas.
[00:03:52] Krzysztof: Merry Christmas everybody.
[00:03:55] Luke: I seem to be joined by Joe. Scratch it, whatever his name is. Who’s that Dickens character? Just, just trying to do an impression.
[00:04:04] Krzysztof: Uh, there are many Dickens Christmas characters.
[00:04:08] Luke: Such a literary guy. Such a literary guy. Well, look, if you’re, if you’re joining us on the YouTubes and the podcasts like a few days later, today is Friday the 19th. It’s 9:00 PM uk and I have a beautiful array of alcohol set out right here next to me, and I’ve got started
[00:04:25] Krzysztof: Hmm.
[00:04:26] Luke: It’s 3:00 PM in Austin where Christophe is.
And tell us, are you drunk already? Like you were last year at Christmas party.
[00:04:34] Krzysztof: No, uh, in fact badge. I was, I was bemoaning this a little bit because I’ve been getting my, whipping myself into serious shape. I’ve been hitting the weights. I’ve been, I’ve been doing some good workouts. Uh, I feel fresh as a daisy, my banana pants. Uh, hangover disaster of, I guess six week weeks ago is now in the distance.
And so feeling so fresh and clean, I was like, oh man, today’s gonna ruin that, isn’t it? So I might as well at least, like, you know, show up, um, uh, not drunk
[00:05:20] Luke: Good. Well, that’s good because you are, you are running the majority of today’s episode. We, the, the. The backbone of our chat today, although we, it is, this is pretty off pieced, unplanned. There will be bad language throughout all the bad words. So like, tune out if you’ve got kids in the car with you right now.
Um, uh, but the backbone of today’s episode will be a shot for shot drinking challenge as we work our way through our 2025 predictions that we made back in, I think January the sixth this year. And we see how near or far we both were. And there’s an extra twist with the predictions review this year because, uh, what did we do?
Christophe?
[00:06:04] Krzysztof: Uh, what did we do?
[00:06:06] Luke: We’ve got AI to h
[00:06:10] Krzysztof: Uh, oh, you mean the, the, the, the, the exchange.
[00:06:15] Luke: the, uh, no, the, you like the, so, okay. He’s forgotten already. He’s drunk. I think he’s drunk.
[00:06:21] Krzysztof: Wait, wait a sec. Wait, wait a sec
[00:06:23] Luke: we have a beautiful, we have a beautiful, we have a beautiful AI curated deck to take us through the predictions. AI did not get it entirely right. So AI is gonna take, Gemini is gonna take a shot a couple of times as we do our review, I think.
[00:06:39] Krzysztof: Oh, that’s right. We should have a stand-in for the ai. No.
[00:06:43] Luke: Yeah. Yeah. Well maybe our audience, um, Jeff Paolo. Matt, Steven, uh, Paul, if the AI gets it wrong, you guys gotta take a shot. Does that sound good?
[00:06:55] Krzysztof: Yeah, let’s get a whole jungle crew drunk off of AI’s uh, misdemeanors. Hey, badge. I’m trying to do something and this is, uh, this is annoying. Uh, I’m trying to get rid of the digital background. Um, and it’s still there, right?
[00:07:12] Luke: It is still there. Uh, we’ll take an edit break here. Editors, we’re taking an edit break while Christophe tries to fix his technical.
[00:07:20] Krzysztof: This should be, this should be live and unscripted and let all the warts show, um, ah, you can turn off camera while the record, but you can’t switch cameras. That’s the problem. So I’m gonna leave and come back.
[00:07:34] Luke: Okay. Alright. I dunno. So this guy has got like, uh, some sort of apple crappy technology. It’s complete mess. He told me he could, he had this rainbow background. He couldn’t get rid of the rainbows and he had literally like the whole of uh, Tim Cook’s army on the phone trying to help him fix like his rainbow background.
But anyway, hopefully he comes back. You know guys, why, uh, while we’re waiting for him, um, I’m gonna pop quiz Christophe on modern poker theory. ’cause if any of you guys are gonna come out. To Vegas to join us for our, um, uh, what are we calling it? Like a sort of get together, uh, in the end of March. Then, uh, we’re gonna host a poker tournament for those guys who can come and join us in Vegas.
And you can see how terrible Christophe is at poker and I intend to demonstrate that with modern poker theory today.
Well, I’m all lonely here. I’ve got a cat somewhere around, but, uh, let’s just shoot the shit in the chat while we wait for Christophe to rejoin us. Let me see if I’ve got him on WhatsApp in case he’s, uh, having a complete disaster. Paolo, my cat is sushi. He’s a Siberian and I think I posted a picture of him doing his thing in the, uh, on the Patreon editors.
By the way, this we’re editing this crap out ’cause it’s just me. Literally just like rambling
Shaggy has a Siberian named Thelma too. Say hi if you hadn’t said hello in the chat already. I think there’s 13 of us on right now, so, um, yeah, give us a shout.
Where is Christophe? Yeah, Matt. Good gush. Where? Oh, here he comes. Here he comes. Look at that. We’ve got a kitchen back. Lovely. Great. Uh, Paul, I’m a cheap ass. And this is Aldi’s finest champagne. ’cause literally we’ve got the good stuff if guests come. And if it’s just me and Katrina at home, I’ve got like five cases of that in the garage.
And it’s like the uh, like the, the workman champagne for just like a regular Friday night.
[00:09:50] Krzysztof: Hey, how, uh,
[00:09:51] Luke: Okay, you’re back.
[00:09:52] Krzysztof: visible badge?
[00:09:54] Luke: Fix yourself and let’s get it does, it does get the job done. Alright, editors, we’re coming back. Christophe, you’re back, right? I told the guys some secrets while you were gone. I’ve got some stuff to surprise you with, but, um, let’s get the Christmas party going and what does every Christmas party need?
It needs a gift, Christophe, I dunno what you’ve got
[00:10:16] Krzysztof: does.
[00:10:17] Luke: but some mysterious things have arrived in the post for me, uh, in the last couple of days. I’ve got two big ass boxes here and I believe you have a, uh, a box there and there might actually be a second box inbound and I think it’s about 22 minutes away looking up my courier online.
So should we open our frizzies?
[00:10:39] Krzysztof: Well, can I, can I set the scene a little bit?
[00:10:43] Luke: Please do.
[00:10:44] Krzysztof: I’m glad, I’m glad I see your youthful, youthful Christmas morning eagerness like a, like an eager badger coming through. Uh, you know, gift giving is an art, and one, um, you are more challenging than, than, than most for the following reasons. Badge, because one, there’s the classic, what do you give, uh, a badger that has everything?
Question. Uh, and then two is you say, okay, well what does Badger love most? And what Badger loves most is monkey, but you already have monkey. So you know. So again, I, I, I, I, I give myself to you, uh, yet again. But that, that said, um. I went, I went with, with I think, uh, the most obvious place I could go. Um, and so, uh, let’s, uh, yeah.
Start, uh, I suppose you should start with, um, box with, uh, the, the, the, the oblong one?
[00:12:02] Luke: I got the one, I got one from Amazon and one from Specialty Drinks Limited.
[00:12:08] Krzysztof: Yeah. Go with, go with the, uh, go with the drinks. Uh, limited
[00:12:13] Luke: Okay. All right. All right. All
[00:12:15] Krzysztof: Yeah. Start, start there.
[00:12:17] Luke: I got a excellent guys. It’s, uh, it’s kind of early to be opening Kris and presents, but hey, how often does a monkey send you a present? Internationally, it’s quite hard to order booze in the us. Um, so if you’ve ordered the alcohol well played, it’s much easier in the uk.
Gosh, this looks, uh, ooh,
[00:12:42] Krzysztof: Logistics are involved.
[00:12:44] Luke: crikey. This looks interesting. The, uh, the whiskey exchange. The whiskey exchange. What have I got?
Sorry. Lemme get it out here. It’s, uh, seems to be like, it’s come as like a monkey’s nest. Is this like a chimp pin here or some sort?
[00:13:02] Krzysztof: Actually, can you, can you hold off? Can you pause right there?
[00:13:05] Luke: sure.
[00:13:05] Krzysztof: Or did you already open it?
[00:13:07] Luke: No, no. I can’t see what it is. Yep.
[00:13:09] Krzysztof: Okay. Okay. I forgot the most, I forgot the most essential thing.
[00:13:14] Luke: Okay,
[00:13:16] Krzysztof: So actually no, no, no, no. Go ahead. Go ahead. Keep going, keep going, keep going,
[00:13:23] Luke: guys, you said this was gonna be chaotic. We said it was gonna be chaotic.
Now this,
oh, change colors. What have we gone? Oh, beautiful. Tempus fut renda banana. Nice. Nice. Very nice. A banana. Delicious Banana laquire. Thank you. Directly. So when you said, uh, based, based on historic references, Tempus fut, spirits Renda, banana brings back the original true flavor and aromas so lacking in modern banana liqueurs.
There you go. Perfect.
[00:14:07] Krzysztof: indeed. Badge you will be drinking like a king. You will be. You remember when this was yours. Remember when, when you held this so proudly, even though you can’t have it yet until next November and even then you ain’t gonna get it. Um, ’cause monkeys, uh. Stocks are gonna whoop your ass for the second consecutive year.
Regardless, you, you’re, you’ll now be able to vicariously feel the inner banana via, via that,
[00:14:37] Luke: awesome,
[00:14:38] Krzysztof: via that fine bottle there.
[00:14:40] Luke: Now can I, should I take a, can I, should I take a drink of this little fellow or should we wait for a little bit?
[00:14:45] Krzysztof: No, you’re gonna wait because there’s more,
[00:14:48] Luke: there’s more. Okay. Well, why don’t you open your gift
[00:14:52] Krzysztof: uh, uh,
[00:14:55] Luke: or would you like me to open
[00:14:56] Krzysztof: what might, well, I, I feel, I feel, well, we’re only, we’re only halfway through yours,
[00:15:04] Luke: Okay. Alright. Okay. Alright. Alrighty. I’ll open the other
[00:15:07] Krzysztof: so I think so. I, so yeah. I think we need to keep going.
[00:15:12] Luke: Okay. All right guys. I’ve got a Christmas tree back there. We were kind of lazy asses and we didn’t put up a tree last year and I got shit for it. So I put up the tree this year and, uh, there were all gifts under it, right? But, oh my God, there’s a whole bunch of shit in here.
What the hell, Christophe very nice, very nicely done. It’s time Badger gets smart by learning to read and learning how to make proper cocktails from monkey. Could this be a delightful? Am I gonna learn how to make a banana
[00:15:54] Krzysztof: Wait, can you show the camera? The, the, the, yes.
[00:15:59] Luke: liquid intelligence? That’s very nice. That’s very nice. These are,
[00:16:08] Krzysztof: is? I don’t know. I, I, I hope you haven’t seen it before or, or have it.
[00:16:13] Luke: I have not, no, I have not. Hang on. I’m like,
[00:16:14] Krzysztof: That is like, uh, a scientist guide to cocktails. So it’s not like a bunch of recipes. It’s like the chemistry behind the art of making cocktails. And it will require you to create your own lab. So you’re gonna have to build an extension
[00:16:32] Luke: Okay.
[00:16:32] Krzysztof: so you can have the proper tools and the proper toolkit.
So
[00:16:36] Luke: I’ve got a, I’ve got a specific cocktail room in the house. It’s just. There, there’s a washing machine in there, but it’s just cocktails basically. And look at this, I’ve got an ingredient, but not real. Infused exotics, banana puree infused syrup. Well look this delicious array of things. Is there a particular page in the book I have to turn to? ’cause I’ve got like a good array of elsewhere here. Yeah.
[00:17:02] Krzysztof: Badge, you couldn’t have scripted that better. So if I may, that that’s not really, uh, Paul, don’t threaten us. Um, uh, that’s actually the, the minor part of the gift, the, the main part of the gift badge. I’m, I’m about to. Uh, present to you. Uh, while it might not look like much, this took monkey like 12 hours. Can you see? Can you see, uh,
[00:17:40] Luke: the gilded banana. Yes.
[00:17:43] Krzysztof: yes. So I made you badge a guide
[00:17:51] Luke: Can I explain what’s happening? If you’re not, if you’re on the podcast and you’re not on the YouTubes, um, Christophe has made the gilded banana, which is like a bespoke. Book in the form of A PDF. And so we are paging through it, and there’s a delightful monkey butler serving what looked like banana cocktails to a charming badger customer, I suspect.
[00:18:11] Krzysztof: indeed. And what you will find after that are the pillars of, of, of proper banana cocktail, which you had just delivered to your door. And then you will have the ingredients
[00:18:26] Luke: Mm,
[00:18:27] Krzysztof: and recipes for a few of these drinks. And I’m hoping that with the, with the main ones, that you’ll at least have a bottle of rum somewhere in, uh, in your set.
[00:18:39] Luke: Absolutely. Yeah. Yeah.
[00:18:40] Krzysztof: So if you have the rum and you have the ones I just delivered to you, uh, all you need is lime juice to make the banana stand.
[00:18:48] Luke: All
[00:18:48] Krzysztof: Uh, and here are the directions for making cocktails, which no doubt you do not need, but here they are regardless. And then as the evening wears on, you could, when I send this to you, take a look at some of the other ones that might pique your interest, including the petty crime, which has ort, which you might not have.
Um, ’cause that’s kind of a little bit of a special ingredient. But then there’s the whipped and swirled and the social animal. This one I’m pretty sure you’ll be able to make because that’s bourbon and the, uh, creme de banana with just a little bit of laur, nutty laur, the ura, and a fine peel. And so, uh, by the end of the night, this is what you will look like.
[00:19:38] Luke: Beautiful. Yeah. A drunken like badger on vacation. I love it. I love it. Christophe, that’s very thoughtful. Thank you very much. Um, look at that. Look at that
[00:19:48] Krzysztof: uh, let me, uh, let me send this to you.
[00:19:52] Luke: Yeah. Yeah. Thank you.
[00:19:55] Krzysztof: Uh, and, and that’s, that’s still, that’s still just, uh, that, that’s not quite all of it because
[00:20:03] Luke: Mm
[00:20:04] Krzysztof: I need to confess that when you put monkey, when you leave monkey in charge of, uh, coming up with banana flavored cocktails. He gets very, very jealous of like, what the hell Badger is gonna drink all these magnificent concoctions, and what am I, what am I?
So what did I do? But got
[00:20:33] Luke: haha.
[00:20:35] Krzysztof: my very own
[00:20:37] Luke: Very good.
[00:20:40] Krzysztof: ingredients,
[00:20:41] Luke: Nice. Ah, I have not been banana. Okay.
[00:20:45] Krzysztof: including if you saw behind what’s happening behind the camera. Here you will see 20 bottles of all of the ingredients needed to make those fine, fine drinks. So, uh, I’m ready. I’m ready. Badge.
[00:20:59] Luke: I love it. I love it. Uh, I’m gonna, I’m gonna make, so we’ve got a very kind invitation to my good friend Mike, who might be joining us live on stream soon for Christmas Day. I will take all the ingredients and I will make, uh, at least one or two of those cocktails from your beautiful PDF on Christmas day with my friends.
[00:21:18] Krzysztof: Oh, fantastic. So badge. Do we actually need to take a little pause and make, uh, make the first of these? Because right now I, I am quite sober. Uh.
[00:21:28] Luke: well, I let, why don’t we open your gift. Um, have a drink to hand, like I’m grab a beer or something. Uh, and, but let open my gift. Open my gift. ’cause the timing is gonna be perfect because my coer with your second gift is two and a half minutes from your door.
[00:21:44] Krzysztof: Yeah. Okay, so hold on, let me, let me, uh, let me, um,
[00:21:49] Luke: Why you tell us what you’ve got there alcohol wise. And I’ll, uh, I’ll walk you through what I’ve brought as well as the gift alcohol.
[00:21:56] Krzysztof: what do I have like behind the bar here?
[00:21:59] Luke: Hmm. Yeah.
[00:22:00] Krzysztof: I have all of the ingredients in the PDF file
[00:22:04] Luke: Oh wow.
[00:22:04] Krzysztof: I sent you. So I have three bottles of rum. I have say, uh, AMRO, I have the fur, the more amro I have, even more amro. I have the ort. And actually I didn’t find banana condensed milk, which was, uh, one of the ingredients.
So this might be a little, this might be a little iffy badge, but instead I have
[00:22:36] Luke: Okay. Alright,
[00:22:37] Krzysztof: banana, strawberry milk. So, uh, you know, I’m gonna say.
[00:22:46] Luke: alright. Alright. I’ve done, I’ve done nothing like that. I’ve got like a nice array of beer. Uh, hopefully Barry will approve of at least one of these. I’ve, uh, I’ve got Brixton Palle, which is excellent stuff. Uh, this, this is like, I know this is like a cheap American beer, but I’m a big fan of Sierra Nevada and I’ll be drinking a ton of that, the Sierra Nevada Palle.
And then, uh, to just like give a shout out to Barry Innocent Gun. This is their classic, original single mort cask like, uh, brewed um, beer. It’s very good. It’s delicious. And then if we go long enough, I’ve got some
[00:23:25] Krzysztof: Very nice. Hey.
[00:23:27] Luke: honey comes stout.
[00:23:29] Krzysztof: Ooh, yes. Oh, we’re gonna get saucy. Hey, um, can I ask a small favor from, uh, from the crew here? When I logged out, I couldn’t quite see everyone that’s online. And when I press the, uh, people button, I only see a number. It says 14 folks, but I can’t see, I mean, I see who’s typing. I see Barry, Matt, Paolo, Stevens here.
Um, amp is here. Uh, could you say hi? I guess if you’re, if you’re here so I so could tune in.
[00:24:01] Luke: Yeah. Yeah. And I’ll keep popping up. Uh, some, uh, some excellent messages. Now, you might want to go to your door because I think arriving right now is a very on theme gift for you.
[00:24:16] Krzysztof: Ah, well, should I open the, this box first?
[00:24:19] Luke: Uh, no. Go answer the door. Go answer the door.
[00:24:21] Krzysztof: Go answer the door. Okay.
[00:24:24] Luke: literally there. Literally there. What? And why you No, open, open, open your box. Get, get opening. Get opening. Then go on while I start. Yeah, go for it.
[00:24:36] Krzysztof: Okay. All right, here we go.
[00:24:39] Luke: Go. Got it.
[00:24:41] Krzysztof: What kind of madness? What kind of madness have you, have you done? Oh, I see. You got me a hat. Oh, here’s somebody walking up. All right, I got a, I got a hat. Hold on.
[00:24:53] Luke: Okay, good. It’s no ordinary hat folks. It’s no ordinary hat.
[00:24:58] Krzysztof: Hey, how you doing?
[00:24:59] Luke: Hey, I hope you guys are enjoying the, uh, the merch. This is not, unfortunately, this is like exclusive, not available merch. ’cause I found some, I’ve been trying like a whole bunch of websites, uh, that make like clothing. ’cause I wanna have like a whole load of branded ski wear before I go hit the mountains.
’cause then I’m annoying badger. And my kind of theme when I’m sat on a chairlift is just to talk the ass and exploit the British accent. Just talk the ass of, of, of whoever I’m on chairlift with. So if I’m wearing like some Wall Street Wildlife branded stuff, hopefully we’ll have a few extra Patreons.
Look at that. Something’s just come, something’s just come to the door. That timing could not have been better. Very good.
[00:25:38] Krzysztof: awesome. Okay, so wait, where? Where were we? I got, I got a hat.
[00:25:43] Luke: No. Do the bottle, open the bottle. ’cause the bottle’s on theme with what we were just doing.
[00:25:47] Krzysztof: The bottle. The bottle First
[00:25:49] Luke: Yeah. Yeah.
[00:25:52] Krzysztof: I have to show my ID that I was of age.
[00:25:55] Luke: So hard to order alcohol in America. Like in the uk. Just fucking send anything anywhere. But in the US it is just not doable.
[00:26:06] Krzysztof: Oh my God. Oh my God.
[00:26:12] Luke: Dirty monkey peanut butter whiskey. Yes. Delicious.
[00:26:17] Krzysztof: God. Holy Christ. This actually might kill me.
[00:26:28] Luke: Now it’s, it’s not classy. There’s no ingredients, there’s no recipes. It’s just dirty whiskey. It’s just dirty banana themed whiskey. So enjoy
[00:26:40] Krzysztof: You know what? Badge? So great minds think alike. Turns out, uh, if I’m gonna go from this beautiful world of ours, I wanna be found like, you know, splayed on the couch. Totally gone with an empty bottle of this on the floor.
[00:27:01] Luke: dirty
[00:27:01] Krzysztof: Oh
[00:27:02] Luke: You are. You are quite a dirty monkey. I think it’s quite on thing.
[00:27:06] Krzysztof: Okay, I’m gonna open up, I’m gonna open up my hat ’cause I need a new hat. I don’t have enough hats.
[00:27:12] Luke: don’t, yeah.
[00:27:15] Krzysztof: What is this? What have you done?
[00:27:23] Luke: Hopefully our Patreon will be entertained if it works.
[00:27:34] Krzysztof: What have you done? Hmm. This seems to be a contraption.
[00:27:46] Luke: is a contraption. Oh. Oh, there we are. Oh, look at that. You are a battery head. Can we see the logo again?
[00:28:02] Krzysztof: Uh
[00:28:03] Luke: Not my word, eos. I’ve got an EOS hat.
[00:28:11] Krzysztof: Okay.
[00:28:11] Luke: So look, eos right? I ripped the, I ripped the piss out of you Remorselessly for years. Post seven investing. Look at that. I got an EOS logo. Got the, whatever that thing is, like the, the mermaid thing. Very good. You know, I was, you’re lucky I was gonna program it with Greg’s sausage rolls. But I, I, I went easy on you.
I went easy on you. You can, you can program it with anything you’d like. So I would like to see this hat deployed in future podcast episodes. And hopefully it’s straightforward, the program. But I think EOS particularly, you deserve commendations for the ludicrous return. And the, the fact that you held on, despite my bitching and moaning for years even saying, please stop talking about this fucking stock.
It’s an embarrassment for the podcast. You held on through all of that and you came good. And it’s now what, like a 10 pack?
[00:29:11] Krzysztof: since we’re being honest Badge, since we’re being honest, not only did you say all those things, but you, you threatened to kick me off my own show if I ever spoke about heroes ever again. Oh man, this is glorious. This is absolutely glorious badge. Thank you. You, it seems like you, you understand me. You see me,
[00:29:41] Luke: you are a battery head. You’re now truly a battery head.
[00:29:44] Krzysztof: you, you see, you see me. for this gift, I think you deserve the top Banana Award.
[00:29:53] Luke: Well, hang on, let’s wait. Wait till we try our cocktails. ’cause I dunno if I got all the kit to assemble anything in your PDF live on stream. But there, there will definitely be some commendations coming your way when we start drinking our way through your menu.
[00:30:08] Krzysztof: Okay. Um, badge. I need a cocktail now with all this excitement. So I’m gonna go and make me the banana stand,
[00:30:16] Luke: Okay?
[00:30:17] Krzysztof: um, which is according to Monkey’s Recipe book. It’s gonna entail, uh, it’s gonna entail one and a half ounces of this very fine plantation, pineapple rum.
[00:30:33] Luke: Okay.
[00:30:33] Krzysztof: It’s going to entail the creme, the banana.
The banana. I don’t know if you wanna make this with me. I,
[00:30:40] Luke: Yeah, yeah. I need to, well, tell me what I need to get. I need to get some rum and some ice, I guess. Do I?
[00:30:44] Krzysztof: uh, and then it requires half an ounce of the banana puree and three quarter ounces of the, uh, of lime juice.
[00:30:57] Luke: Okay. Let me, you, you, you chat. Make it live. I’ll, I’ll be back in a moment with the ingredients.
[00:31:03] Krzysztof: Okay. So, um, Beasties, I’m gonna, I don’t have much room here to work with. I’m gonna kind of have to dance around, uh, the kitchen. So entertain yourselves and I’m gonna, um, how sweet. Uh, sweet Paul. Thanks. Okay. Uh, so let me get cooking.
All right, we got the ice cubes.
What’s next? Pineapple plantation. Rum. Stiggins. Fancy stiggins. Fancy Pineapple Rum. Mm-hmm.
All right. We’re putting in ounce and a half of this bad boy.
[00:32:22] Luke: I’m back. I’m back and I’m ready to make Okay. Go on. Then editors like, do something with this. Try and make it entertaining. We’ll be just rambling. I hope you guys are on the, uh, if you’re on the chat, I hope you’re making like something fun yourselves. Right? What am I doing? Tell me. Talk me through the recipe.
[00:32:39] Krzysztof: Yeah. So badge, uh, basically it’s one and a half ounces of pineapple rum if you don’t have that. Uh, and then a half an ounce of regular rum. So if you don’t have the pineapple, just two ounces of rum.
[00:32:51] Luke: What is an ounce? How many shots is that? I’m gonna say that’s an ounce. Okay.
[00:33:01] Krzysztof: So there, so the rum is in. Then after the rum, after the two ounces of rum, then we’re doing three quarter ounces of the creed, the banana laur.
[00:33:15] Luke: Oh, this is really lovely. Wow. That’s really banana. That’s delicious.
[00:33:23] Krzysztof: Damn straight. It’s delicious.
[00:33:25] Luke: Okay.
[00:33:27] Krzysztof: See, that’s the problem with badgers is you think acorns are the end all and be all of things you don’t, you don’t even understand.
[00:33:36] Luke: Yeah. That’s it. That is very true. That is the problem with badges. Precisely. Oh, Jeff tells us Rocket Lab is up 5% after hours. These cocktails have. Pay for themselves about a hundred thousand times over. Excellent. Excellent.
[00:33:59] Krzysztof: Nice. Oh, hey. Speaking of, uh, my God, I can’t, Steven, this is, I know, I know. Um, you’re already, you’re already probably. Gearing up more than the rest of us. But, uh, a STS launch will be on Christmas Eve in India, but on uh, 10, it’ll be 10:30 PM East Coast time. I don’t think I’ll ever be more excited for like an event where rockets blowing up or not blowing up will have such a impact on, uh, many, many things.
I mean, my God, I can’t wait.
[00:34:44] Luke: I’m gonna shamefully admit I trimmed a little bit of a ST yesterday’s a tiny bit of due diligence, uh, on the Christmas show. ’cause like whatever Steven says, it is still like a technically complicated fricking thing they’re doing.
[00:34:59] Krzysztof: It is very complicated. So, badge, uh, half an ounce of the, uh, puree of the banana puree
[00:35:06] Luke: Okay. Say it’s half an ounce. Yeah. Yep. And then lime juice. How much lime juice.
[00:35:13] Krzysztof: and then three quarter ounces of the lime juice.
[00:35:21] Luke: Why do Americans do cups? What the fuck is a cup? I’m making like my Christmas planning ounces and cups and feet and fricking stupid
[00:35:34] Krzysztof: Badge. I’m, I’m, I’m worse than you because I’m born European. And then I had to switch over to this other system and now I don’t understand any of them.
[00:35:44] Luke: Are are you ready to shake with me? By the way,
[00:35:50] Krzysztof: So
[00:35:50] Luke: way, I hope you appreciate that. This is entirely unplanned and I’ve like, I’ve managed to, you know, get like the missing ingredients from my cocktail. Aladdin’s cave
[00:36:01] Krzysztof: I had faith, I had faith in, you see? ’cause if I told you
[00:36:04] Luke: I
[00:36:04] Krzysztof: I was gonna be making, know, I would’ve ruined the surprise.
[00:36:08] Luke: table. It’s not too loud on screen. His products very dubious on the YouTube. Alrighty.
[00:36:16] Krzysztof: Okay. So hold up.
[00:36:18] Luke: prepared. The badger is always prepared. I’m ready to pour. Are you ready to pour? He’s not. I know he is behind me. Just gonna have beer while he catches up. Guys. Tell us what, uh oh, Matt, sorry. Yeah, look, Matt, you one man, Matt says he’s had two whiskeys while make exactly right. Come on, Chris, get with it. What else are you guys, uh, drinking on the live stream apart from Matt’s two whiskeys? I know we’ve got some, like people having breakfast, so like be sensible. You guys might have to drive today. What kind of glass should I, you, I’m just got, I just need this glass. What’s he doing? He’s chopping bananas. Yeah, so I did some Uber due diligence the other day. Incoming like, oh, blue Moon, excellent Barry, good, good beer. Blue moon with like a slice of orange on the top. I haven’t got any bananas. I, while you chop your banana. I got, I did some Uber due diligence for I added and I got Uber to deliver me a bottle of Kalu and a bunch of bananas the other day.
So bananas featured in my DD and I was quite impressed. Not only did they get me these ingredients at, you know, an un unseasonable time, um, I paid twice as much for them as I would normally have paid for bananas and Kalu and I didn’t care ’cause convenient. So that’s fricking good for shareholders. I did, I did have a Greg sausage roll, uh, for my DD before I bought Greg stock and I also had a steak bank.
And I’ll try the coffee and I’ll never try their coffee again.
[00:38:11] Krzysztof: And this kids
[00:38:13] Luke: Are we pouring? Okay. Look at that.
[00:38:15] Krzysztof: get a little banana slice to almost hang the wind.
[00:38:20] Luke: Look at that international that actually look the same. We, I know I’m probably like fuzzy and pixelated, but my cocktail looks just like
[00:38:28] Krzysztof: Hmm.
[00:38:29] Luke: Smells nice. Chris says he’s never had a Greg’s coffee and he never will. And he’s a very wise man. Good god. This is delicious.
[00:38:41] Krzysztof: Badge. You sound surprised.
[00:38:43] Luke: I am a little surprised actually. Yeah, I mean, I like bananas. I love you. I like bananas. But you know, you can have too much banana, let’s be honest. Right? But this is actually, you know, it’s not subtle. It’s in your face banana, but it’s pretty good now if you’re bearing with us. Um, those of you who are stuck on the live stream with this like chaos and nonsense for the last 45 minutes, there will be some more structured fund in a minute.
I didn’t know Christophe was gonna have me making cocktails live on stream, so apologies for the nonsense, but I’m sure
[00:39:19] Krzysztof: All right, buddy. That was, uh, to your, to your health and to the health and wealth of our jungle crew. Cheers to y’all, your magnificent bastards or beasties. Uh, I couldn’t be more proud to, to know y’all. Cheers. Happy holidays.
[00:39:40] Luke: made your glasses. There we go.
[00:39:43] Krzysztof: Yeah.
[00:39:43] Luke: We’ve got Cheers all over the live streams. Excellent. Look at that, Christophe. Not only are we spreading due diligence and market insight, like we’ve, we’ve got a community of people who are now like drinking together. It’s like COVID again. We’re all socializing online.
God, that’s a horrible thought,
[00:40:06] Krzysztof: This is the best.
[00:40:07] Luke: I, I dunno about your workspace. Minus now, like sticky and messy. Shall we imminently take a look at our 2025 predictions? Now that you, I’ve got two drinks to hand. Hopefully you’ve got a couple. Have you got a shot glass there? You need a shot glass?
[00:40:23] Krzysztof: Uh, I can very easily get a shot glass. What’s
[00:40:27] Luke: to shoot. Get something to shoot. It’s gotta be a proper drink. Well, oh, you’ve got your banana whiskey. Yeah. You’ve got your vanilla whiskey.
[00:40:34] Krzysztof: I mean, I was gonna ask, but, but badge this.
[00:40:43] Luke: He’s, he’s, he’s, he’s telling me that the dirty monkey is only 35%, but. You know, that’s still, you know, it took, took a bit of pity on you and you know, you gotta get like the peanuts and bananas in there somewhere. They’re gonna take up a few percent, right? It can’t just be meat alcohol.
[00:40:59] Krzysztof: You don’t think taking the shot of this might actually kill me?
[00:41:03] Luke: Oh, oh, oh. I thought you were saying it was too weak. I thought you were saying it was too weak. Transatlantic uh, communication failure. You’re like 35%. What is this water? You’re a pole. What you were saying, it’s too strong. Oh, well, poor monkey.
[00:41:18] Krzysztof: it’s not necessarily that it might be too strong, it’s that it’s banana peanut butter whiskey.
[00:41:24] Luke: I mean, if you get, okay.
[00:41:26] Krzysztof: in my ripe age, I have learned, uh, there are some things that are left better when you’re in your twenties. You know what I’m saying?
[00:41:39] Luke: well look. Okay. How’s this? Uh, it’s unplanned. How’s this sound? We each have a bottle of something nice and something nasty, and as we go through the predictions, our patreons live on stream. The, they will tell the loser if they have to drink the nice or the nasty thing, depending on how badly they got it, right or wrong.
[00:41:58] Krzysztof: okay. Well, you know what, and this is no disrespect, I’m gonna, I’m gonna nominate the dirty monkey banana peanut butter whiskey as the, as the, as the nasty. And I’m gonna have my banana pants here as the, as the luxury item.
[00:42:16] Luke: Okay. I am done. Um, you, you get the PDF ready. I’m just gonna go and grab myself something to shop with. ’cause I’ve only got like, captain Morgan’s here and that’s not gonna, that’s not gonna gimme a good, a suitable shooter. I’ll get myself something nice and nasty. I’ll be right back.
[00:42:30] Krzysztof: awesome. Hey, uh, Beasties, where are y’all at to, uh, tonight as you’re streaming this? It’s, it’s curious to us always, because it seems like we’re quite the global crew crew. Uh. Europeans, Boston, Switzerland. Oh, Switzerland. Where in Switzerland. Paul, I love that place. I was just talking to my buddy yesterday who lives, um, in, um, around the Lake Los Luanne.
Yes. Oh my God. That’s where my buddy’s from. Are you him? Wow. That’s nuts. Um, Italy. Ah, dove, Natalia, CA, Cali, Deon, Devon, Cincinnati. Excellent. Of, of course, Barry Scotland. Yes. I’m curious how your, uh, what you thought of, um, Mickey and Goofy and Friends, or whether you already knew what Mickey and Goofy and Friends were like.
Um, Belgium. Ah, Geneva. Ah, yes. Oh my God. I absolutely love Geneva. Where, when I was there this past summer, amped, I don’t know if I told you, or I don’t know if you listened, uh, to the pod, but I, I took a, I made a pilgrimage to see where Nietzsche, uh, spent a few years in Geneva, went to his apartment door, Sidney,
[00:44:06] Luke: Very good. I’m back. I got my shots. That’s nice. Yeah. Good, good work on the little like world tour of our patronage. Isn’t it awesome that we’ve got like just people all over the world who are fans of like the company on your hat pretty much.
[00:44:22] Krzysztof: I know, that’s what I know. I know. That’s amazing. But also, also scheduling times is challenging ’cause, ’cause God only knows what time it is for people right now. Um, so I need a shot glass. Yeah.
[00:44:35] Luke: Union Drop Glass. Yep. While you do that, I’ll tell you what I brought back. It’s, I mean they’re both nice but like there’s nice and like fierce Nice. My sort of like my sort of gentle nice is the Uber due diligence Kalu, um, which is I’m a fan of and it matches my t-shirt and my strong Nice is Dal winning Highland single mo, 15-year-old scotch whiskey.
So that’s my, I actually, I should probably be kind to it and get a separate glass for that, but I’ll work it out.
[00:45:12] Krzysztof: You know, badge instead of, um, it’s not gonna be a shot glass. I’m just gonna fill my proper, my proper drinking glass with the dirty monkey. And then, uh,
[00:45:23] Luke: only Avalara. Very good. Okay. Right. We’ve got our shots ready. Uh, so quick reminder while you’re getting yourself prepped there of this is like the, we now actually, this is the, like this is the interesting bit of the episode well done for bearing with us for 45 minutes of nonsense. We made some rash predictions in January, 2025, and we’re gonna tour through them with the help of Christophe’s Gemini ai and we’re gonna see how close or far we were from predicting the future.
And, uh, we’ll be taking some sort of nice old, nasty drink as we go through each one. So, Christophe, are you PDF ready? Quite excited about this part of the show.
[00:46:09] Krzysztof: Uh, am I the one who’s supposed to do it or are you doing it on your end?
[00:46:13] Luke: Oh, you, no, you are, you are in, you’re in charge my friend. You’re in charge?
[00:46:17] Krzysztof: I’m in charge.
[00:46:18] Luke: Yeah, yeah, yeah. This is your PDF.
[00:46:21] Krzysztof: Uh, then I am most certainly not ready because I’m still pouring my,
[00:46:27] Luke: holy fuck.
[00:46:28] Krzysztof: my records.
[00:46:29] Luke: do it. I’ll do it, Christoph. I’ll do it. Hang on. Uh, but you can talk us through it. ’cause I have no idea. You know, we, we argued, we argued extensively about this, about this PDF.
[00:46:44] Krzysztof: are you going to, uh, are we gonna screen share it or just talk about it?
[00:46:48] Luke: We’re gonna screen share. We’re gonna screen share? Yeah.
[00:46:49] Krzysztof: Okay.
[00:46:50] Luke: Okay. Right.
[00:46:52] Krzysztof: There we go.
[00:46:53] Luke: Okay. Can we, uh, let me get this one, get this sensibly scaled. I’ll give editors like a nice version. Can you see that? Okay. Perfect. Good. Okay. So Christophe, uh, just tell me to like, turn the slides. Let me know. Let, let’s go. Let’s, let’s do it. Let’s review
[00:47:13] Krzysztof: Yeah, so here’s, uh, here’s the, the kind of fun of it is, um, I used AI to, uh, basically produce a transcript of our prediction episode, and then I kind of find tuned it, then I fed it into the AI machine, and then, uh, it gave me a script that I then fed into the AI machine on the second level. And then it instructing it to analyze the quality and accuracy of our predictions and to score them.
This took me many, many hours, and what I realized at some point was that the AI ain’t too, too great, uh, or it’s not quite good enough yet to be absolutely accurate in all the ways. And so it became clear that not only are we going to reflect on who is more right, based on our understanding, but then we have a wonderful opportunity to give AI a score of its own as to the quality of its understanding of what the heck we were talking about.
So we’re gonna have like three, three scores to give who was right between me and Badge, and then where, where did the AI land in August?
[00:48:34] Luke: Okay. All right. Let’s, uh, take us through our predictions. So
[00:48:42] Krzysztof: So, yeah, uh, uh, I asked it to give us bananas one through 10 with a negative 10 if it was like completely ludicrous what we thought was gonna happen and what
[00:48:58] Luke: I like if you’re not on the YouTube, so, um, a minus 10 score for one of our predictions is inverted reality. And there’s at least one prediction where we both inverted reality. We got it so badly wrong. Quite looking forward to definitely drinking the ling shot when we get to that one. Yes, rotten are indeed amped.
[00:49:23] Krzysztof: All right. So, uh, prediction one, or what’s to say? The story of 25 was the story of a dominant theme. AI fuel deficiency didn’t just participate in the market, became the market steamrolling expectations of a broader rotation and concentrating gains at the very top. Uh, so, you know, if we pause here, badge and, and talk talk shop, uh, none of us kind of saw at or in early 25 just how insanely AI centric.
I mean, we, obviously, I’ve been talking about this now for a couple years, but the extent of the AI data centers and the build out and the power shortage and the fact that the whole market was resting on, you know, breathing, not breathing, um, before NVIDIA’s earnings and the whole AI bubble. Is it a bubble or is it not?
Bubble Oracle’s thing, I mean, my God, like it was wilder than I think any of us foresaw.
[00:50:28] Luke: It was, it was, and, uh, and it, it moved the market because if we think about our very first, um, prediction, it was what would the price of the s and p 500 be by year end? And at the start of this year, the s and p 500 was $5,971. So, uh, how, what did we predict and what was the result? Christophe,
[00:50:57] Krzysztof: Uh, badge. You got a little garbly there. Uh, can you repeat the last thing you said?
[00:51:02] Luke: oh, sorry, editors fix that. Thank you. Um, we, uh, we started the year about $6,000 in the s and p 500. Um, uh, and we both made some predictions. So I predicted the s and p would be $7,000 by year end. Christoph predicted the s and p would be 6,250. And how did we do,
[00:51:26] Krzysztof: Uh, bad. You did better because it’s higher. So you, you definitely got closer. Uh, I was wrong because I predicted lower. I predicted a, a, a lower, I was a little bit of a bear and so bad. You definitely take this one. So, uh, cheers to you. I’m glad the market was, was, was higher. Uh, I’m gonna take a swig. My first swig of the dirty monkey.
[00:51:55] Luke: you know, awarding yourself a dirty monkey, which is the bad shot. The bad shot. Okay. Very good. I think I kind of nailed it. I kind of nailed it with six, 7,000 bucks. Like I’m only a hundred dollars off. That’s like, what, like two or 3%?
[00:52:08] Krzysztof: Hmm. This is a fine, fine beverage. This is a fine beverage. Mm.
[00:52:20] Luke: But you know, Christophe, uh, it 2025 wasn’t just the story of the s and p 500. It was really the magnificent seven versus everything else. And so that was really the theme of our next prediction. Our second prediction was how would the small CAP 600 do versus the Mag seven? And we both predicted that the small caps would rain, small caps would wa take out the mag seven and like, there’d be like a big rotation into small caps and they’d basically cash up.
And that great rotation never came. Um, Tesla up like all time highs a few days ago. Nvidia, maybe it stored a little bit along the way, but up massively. Um, I dunno why Allies put Palantir on here. That’s not one of the max seven. But anyway, Palantir is up a crap ton. Um, do,
[00:53:18] Krzysztof: actually interesting point though. Uh, you know, no, it’s not one of the Mag seven, but uh, it’s at what market cap now? Like it’s over 500 billion. Right?
[00:53:29] Luke: uh, you just have to, you, you can go fact check yourself. I don’t know.
[00:53:33] Krzysztof: Uh, yeah. Um, still that’s kind of, it’s, it’s kind of interesting that it, it included Palantir in this slide. Um.
[00:53:42] Luke: But anyway, we, we, uh, we both failed pretty miserably here. We, uh, we were aligned. We thought, we thought for sure it was gonna be a small cap year. Uh, Paul tells us Palantir is $460 billion. Yeah,
[00:53:57] Krzysztof: Yeah. So that’s, uh, that gets, uh, that, that gets a little shout out from, from, that’s pretty magnificent.
[00:54:04] Luke: I think we both got, we both gotta take a shot here. I’m, I’m gonna take a shot of my, um, my dal Winnie, I think because I was pretty far off the mark, like, invert. This wasn’t like inverting reality as badly as, uh, one of the bets that’s coming up. But anyway, we were definitely wrong.
[00:54:21] Krzysztof: Okay, well, we both failed. So, uh, here’s another swig of the dirty monkey. Uh mm mm It’s, mm, ah, this smell, if y’all could just imagine what this smells like. Mm mm mm
[00:54:39] Luke: You were, you were doing some stuff. I’ve got like a, I’ve got a single malt whiskey here for my,
[00:54:44] Krzysztof: Ah, yes.
[00:54:46] Luke: hardcore shot. It’s strong. Okay. It’s only a
[00:54:49] Krzysztof: Nothing like banana peanut butter whiskey.
[00:54:52] Luke: Alright then. And actually, like, let’s, let’s sidebar a little bit like, is 2026 gonna be the year of the small caps? I just don’t dunno.
I would say yes, but like, who knows, maybe this maybe the big, the, the winners keep winning. Maybe like the giants keep giant thing
[00:55:08] Krzysztof: Right. Well, uh, we’re gonna save our predictions for next year, right. For the, um.
[00:55:13] Luke: True.
[00:55:14] Krzysztof: uh, for the predictions episode that we do early January, right? Uh,
[00:55:20] Luke: you’re right.
[00:55:20] Krzysztof: but it is, yeah. Anyway, it is what it is. The, the rich got richer. So,
[00:55:26] Luke: they did. Alright. Do you wanna take us through our third prediction? And I’ll just tell you what it was. It was about whether a ooh, great recession would arrive in 2025.
[00:55:39] Krzysztof: uh, whether it would arrive, I, I’m trying to remember what I predicted. This is fun. I actually don’t remember. Um,
[00:55:47] Luke: So this is how, well it’s on the screen there. This is how Christophe
[00:55:50] Krzysztof: uh, yeah,
[00:55:51] Luke: the, uh, the live stream. Go and carry on.
[00:55:53] Krzysztof: that’s right. I, I, I leave it to the, I leave it to the fates, I thought, yeah, uh, I thought no recession, which is, wow. That’s interesting. Given where a bear I was just two years ago. Uh, and you badge said no technical recession, but speed bumps.
[00:56:14] Luke: Yeah.
[00:56:15] Krzysztof: And the reality is that I don’t even understand this macro anymore, to be honest with you.
Uh, it’s, it’s so kind of contradictory because we’re at near all time highs. There’s so much that is booming. There’s so much innovation happening. There’s so many, you know, go, go, go. Signs dropping rates. Um, inflation, last inflation numbers were pretty decent, but then there’s unemployment is kind of inching up.
And so I remember the big talking point, uh, when things got really scary someti some, a year and a half ago maybe, was that we’ve never really ever had a soft landing. Uh, you know, ’cause it’s threading the, the, the, the thread through the eye of the needle kind of thing.
[00:57:09] Luke: Yeah,
[00:57:10] Krzysztof: I don’t know, maybe, maybe this is the first time in, in, in market history where things are bad and good at the same time and they sort of canceled themselves out and we never crash.
I don’t know.
[00:57:25] Luke: it’s gonna, it’s gonna come to an end at some point, but it wasn’t in 2025. We can, like a couple of these predictions, we’re gonna roll into 2026 and I think I’m gonna stick to my guns if we ask this question again. Uh, ’cause the world feels fragile, but like, you know, the, the fat lady hasn’t sung just yet.
[00:57:47] Krzysztof: Nice job ant on, uh, on your purchase on, uh, on Palantir. So, yeah. Anyway, um, AI gave us a 10 out of 10 verdict, which I guess right.
[00:58:04] Luke: Well, let’s say to our, let’s say to our folks on the live stream, if you thought that, um, uh, there was gonna be a recession, then take a shot, like, you know, own it and take a shot. I know I was
[00:58:16] Krzysztof: That’s right. Own up these
[00:58:19] Luke: Yeah. And I’ve been, to be fair, I’m gonna, I’m gonna take a nice shot myself.
’cause I have been saying every session is coming on the podcast. So maybe I, my tune did change like in the middle of 2020. Oh, look at that. Of these tilting, oh wait, now we’ve lost him. Okay, there we go. We we’re checking out Monkeys Cocktail. I’m taking a shot of my, my Uber, Didi Kalu. ’cause I had been preaching, um, recession, uh, this year.
But my official January prediction was no recession. We nailed it. Alright, let’s get into the world of crypto. This prediction was Bitcoin versus Chain Link by the end of
[00:58:59] Krzysztof: Hmm.
[00:59:01] Luke: And, uh, a little complicated one to interpret, but. I predicted both Bitcoin and Chainlink would increase, but Bitlink would double versus Bitcoin climbing to $115,000.
Christophe predicted link would four x and Bitcoin would reach $150,000. So we both kind of screwed this one up, didn’t we?
[00:59:28] Krzysztof: So if I could, yeah. Uh, just keep me off my soapbox here. Badge. Just stop me. If I start going in the direction, uh, I worry, I might go. But for the, a little bit of nuance. It’s interesting because Bitcoin at one point, I believe hit 1 26 if memory serves. So that was, uh, you know, pretty directionally correct.
And then, and then we had the correction, the 35% correction that’s ongoing now. Um, I think Barry, I feel Barry, I feel like you and I are the two certifiable nuts chain, link nuts right now in the house. And we we’re trying to, we’re trying to, uh, red pill, uh, everyone, blue pill, blue pill, red pill or chain link’s, blue, I don’t know, one of the pill.
Right? So it’s a, it’s a team effort, right, Barry? Um, anyway, um, so I guess as of today I’m off by Bitcoin, but I think directionally I was still like mostly on target. Like it reached higher than, than, than we thought, and maybe sooner than we thought.
[01:00:43] Luke: I dunno. Look, ai, let’s be like, AI has awarded us two out of 10, so don’t be trying to like, gamesmanship it. Go. Yeah. You know, my stocks were worth, you know, a billion
[01:00:55] Krzysztof: Okay. Okay. All right. All right.
[01:00:56] Luke: the ass fell out of them. Go on. Can’t claim paper
[01:01:01] Krzysztof: enough.
[01:01:02] Luke: We both failed.
[01:01:03] Krzysztof: regard
[01:01:03] Luke: failed.
[01:01:04] Krzysztof: and Yeah. Regarding Chainlink. It, it’s, it’s, it’s a disastrous prediction. I mean, I feel like I, I should swing swig the whole dirty monkey bottle. Uh, as of this moment, it’s maybe the most disappointing, uh, uh, prediction in the outcome in my whole investing portfolio.
So that’s all I I’ll say about that, uh, uh, a disaster of a prediction. Nice. Kay. I mean, nice. Chris, welcome to the, welcome to the Banana Zone.
[01:01:36] Luke: Yeah. Chris says, uh, he’s, we’ve talked him into it. He now has some chain link. Chris, like two things. We didn’t talk you into anything. This is not
[01:01:44] Krzysztof: Mm,
[01:01:44] Luke: advice. I’m still sober enough to remember that disclaimer. Um. But yeah, you know, I, I bought some bit Bitcoin. I bought, I bought some chain link today as well.
Yeah. You know, if you check out our episode one 11 just last week, and you guys just called it today, but we recorded it last week with Daniel Shapiro, um, from Block Works. Like the guy knows his monkeys, he knows his chain links and, um, yeah, I added, I, you know, I bitched and moaned on the podcast, but I bought some more, so.
[01:02:16] Krzysztof: Yeah, let’s save the future for the predictions, uh, episode lest we get too distracted. But yeah, this is a disaster of a prediction. So more dirty monkey for me.
[01:02:26] Luke: Oh yeah, you’re right. Sorry. We have to take a shot. I’ll, uh, I’ll take some, I’ll shoot some whiskey.
[01:02:30] Krzysztof: I’m sorry. And also, I’m sorry y’all. Beasties. You know, um, obviously Chainlink is one of my highest conviction picks has been for some time, and sometimes that divergence between price and reality makes you question everything you know about life and, and whether the planet is round or flat or any of that.
But hang on, hang on. The story’s just getting started. All right. So the future was delayed. Uh, prediction. This one was about the space race and badge. You predicted a Rocket Lab neutron successful launch, and I predicted that a STS bluebird operations would begin. And so how are we scoring this?
[01:03:19] Luke: It’s, it’s kind of a complex one, right? ’cause I think we both, technically we’ve both failed, right? There hasn’t been an, they’ve both been delayed so far. So there hasn’t been a neutron launch yet, but it’s kind of imminent Bluebird operations. I mean, Steven, keep me honest, but I don’t think Bluebird is in operation just yet.
Like block two is going up, maybe it was supposed to be tomorrow, then it pushed to the next day and now it might be like Christmas Eve. So, you know, maybe it’ll be this year. But to begin operations that’s still, you know, probably a few weeks after the thing gets shot up in the air. Um, so yeah, I think Okay.
I think a win for you. A win for you. I feel like you are closer. Definitely. Um, A STS
[01:04:05] Krzysztof: Yeah, I’m off by like five days. I mean, no, you’re right. There is some operational, but I’m off. I mean, like, come on, come on. Be a pal. Be a pal.
[01:04:13] Luke: yeah, yeah. I
[01:04:15] Krzysztof: Unless, unless the rocket blows up. In which case, uh, there’s gonna be a Mia Culpa episode.
[01:04:26] Luke: Which is why I
[01:04:26] Krzysztof: Actually, can I, can I, can I just take a small detour? And Steven, this is directly to you.
Uh, on the scale of one to 10 bananas, how utterly terrified are you about the launch happening? Uh, in five days or four days? Oh my God. I don’t know. I just watching Rocket launches, right? There’s something that happens like watching humanity send itself or you know, like it’s, it’s a emotional thing.
Andrea, right? She went to, um, our Patreon, Andrea went to SpaceX, you know, to um, in Texas to watch the Liftoff. ’cause it’s such an event. It’s emotional. It’s like impactful. I get teary in previous launches ’cause you know, humanity, oh my God, we’re such amazing, you know, there’s so much that happens. I can’t, I really don’t know how I’m gonna feel watching this a ST launch with, with so much riding on it.
Um, like I said before, so I don’t know. Steven, uh, you’re seven outta 10?
[01:05:30] Luke: While Steven, uh Oh, sorry. While Steve Okay. Sorry. Go on. Go on. Let Steven answer. Yep.
[01:05:36] Krzysztof: Yeah. Oh, and there’s Andrea speak of the devil. Uh, I don’t know if she just heard that. I was talking about her visit down to, uh, SpaceX camp down in, in Texas. And how nervous. Uh, I am about the impending a ST launch, uh, Steven. Um, which puts did you get, ah, ears Burning Woman? Fix yourself a banana pants, uh, uh, cocktail please. And join us.
[01:06:08] Luke: Let me, uh, let me look, say something here because, um, Andrea took me for lunch a couple of days ago to a really lovely venue in central London and we, I, I kind of put like 90 minutes in the diary and we ended up talking for like, getting on for like four hours. And I, we could have carried on like drawing away.
It was such an incredible conversation. And when, when Andrea was telling me about seeing like the SpaceX ca like the, the thing being moved, like she went literally within like meters of her car where she was standing being moved to the launchpad and she saw like Amazon, um, oh, sorry, Bezos, uh, thing being launched.
Like she was teary telling me about this over, you know, we’d had a cocktail or two at that point. We were both quite emotional, but um, you know, this stuff really moves me as well. Like there’s nothing, science is just fucking incredible. I’m not gonna go on like an anti-religion rant, but like, there’s so much amazing stuff in the world and I dunno, dinosaurs and rockets really kind of turned me on as a badger and, uh, we both got quite emotional and she was definitely like mopping the tears out of her eyes telling me about.
Uh, witnessing, you know, some of this incredible world changing technology firsthand. I’m really looking forward to doing the same thing.
[01:07:37] Krzysztof: It’s, it’s, it’s a, yeah, it’s a profound experience. I could, I could yap at you about your signs versus religion, uh, platform. It’s a false dichotomy, but that’s for another day. Um, uh, Steven, I think it would, uh, for the benefit of our community, uh, using options as a defensive instrument, I think is very appropriate for many investors because most don’t think of options that way.
And so perhaps, uh, in the coming day or two before the launch, maybe you could, you know, in the jungle lounge, tell us a little little bit about your thinking and which strikes you picked and how you went about, um, doing so that will probably be of, of benefit to, to many folks. Uh, Mert, you didn’t miss nothing.
Uh uh.
[01:08:36] Luke: We, we had a,
[01:08:37] Krzysztof: miss, you didn’t miss nothing except the presentation of badge badges. Gift to monkey, the Dirty Monkey peanut butter banana bottle of whiskey.
[01:08:49] Luke: I am surrounded by alcohol, right? So, Christophe, there is also another prediction on this slide. Let me talk us through this. So we both had like our m and a, our merger and acquisition fantasy, you know, who might buy who, what exciting thing might happen. And um, I predicted that the US will stick to fingers up at their Europe and Tesla will initiate moves to acquire Lyft.
And you predicted that Apple would acquire Spotify. So yeah, like a one hour 10. I don’t think we need to take a drink for that one because, um, they were, they were like wild ass predictions. They were kind of jokey predictions. Um, but I think, uh, Gemini gave us correctly a one out of 10 for our failed predictions on that one.
I will say that claim a small win for the US sticking two fingers up at Europe. ’cause that’s definitely happened. I.
[01:09:49] Krzysztof: Uh, you know, I’m trying to go back. It’s so weird. A year is a long time and a short time, but looking back in hindsight, you know, it’s like, what were we thinking or, and. Now, obviously, um, the Tesla acquires Lyft. I don’t think that’s a bad prediction. I mean, anything to kind of, you know, widen the network and whatever happens with Uber and I mean, there’s all these relationships forming and it’s such a big, the stakes are so high.
I don’t blame you for that prediction. I think, I think that’s a decent prediction. Too bad it didn’t work out. I have no idea. Um, Spotify right now, I dunno. I, I think I sent a post somewhere or responded to someone. There’s so much bad press around Spotify’s ethics. It’s been like cover story of many journalistic, uh, magazines about one, how they’re using AI and not paying artists and creating fake music and, uh, just so much stuff.
I don’t see how they don’t eventually like get disrupted or some, some other thing. And that prediction, like the Apple would just engulf them. That still seems in like not, I don’t know, not, not the worst thing that I don’t feel foolish for making it, obviously it didn’t happen. So, dirty monkey, uh, dirty monkey.
Here we go. It smells like pavement pizza.
[01:11:22] Luke: Really This my, this is one of my gifts to you. Christophe, you’re so hungry, gracious.
[01:11:27] Krzysztof: Ooh.
[01:11:29] Luke: Oh, I’ll take a shot of
[01:11:30] Krzysztof: Ah, yes. Ah. Oh yeah.
[01:11:35] Luke: Let’s, uh, let’s move forwards. Let’s move forwards. What’s next? Oh, government spending Doge. Oh, this was a good, this was a fun prediction. So like, let’s wind our brains back to the start of 2025. And like Musk and Trump were best buddies and the Department of Government efficiency was just kind of getting off the ground with these grand ideas.
And so the prediction was, by the end of 2025, will Doge have demonstrably reduced federal spending? And if so, by how much? And I predicted no material impact. And Trump Musk will have fallen out by the end of Q1 and Christophe predicted $52 billion. Um, saving cost, saving, reversing the rising trend. Now Christophe, let me, let me talk to this one.
’cause AI got it wrong. AI got it very, very wrong. AI thought the deficit had ballooned and Luke won the bet and Christophe lost the bet. But no, actually, if you really dig into the numbers, that’s not true. Actually. I dunno if it was because of Doge or because of, you know, other stuff happening in the world.
But, uh, the US have actually reduced their fiscal deficit. Year to date. Um, it’s down by, I think, uh, well the, the run rate is down 19%, uh, year over year. So, and mostly that’s because, so like, costs have moved a tiny bit. So maybe it’s a tiny saving, but revenues, ’cause you know, like the government, it’s just a company and you know, Trump is like the CEO and I dunno who the chairman is, maybe it’s like all your vote, all you voters.
Um, but, uh, you know, the revenue generated by the US is up 18% year today. So that might be tariffs, it might be a bunch of other stuff, but the deficit actually has declined. So AI is wrong. I got it wrong. Uh, I am gonna take a shot of whiskey for this one.
[01:13:59] Krzysztof: Oh, nice badge. Good commentary there. I’ll add only that I think recently. Musk also said. Sort of, by the way, the government is unfixable.
[01:14:12] Luke: Right.
[01:14:14] Krzysztof: Uh, uh, I don’t, I don’t understand. I mean, I do and I don’t. So I think this is, I mean, this is maybe the best argument for why anybody should have Bitcoin in their portfolio. Because when you’re dealing with like government finances, and you could just add an extra zero to fix things or not fix things, or the president, uh, the, the president, uh, uses tariffs.
Does he have the power to make the tariffs? Does he not? I mean, who knows? It’s all such, uh, a Banana Republic in, in these ways, um, that why not own an asset like Bitcoin, which can’t be manipulated in such funny ways. So, who knows about this? Who knows about this deficit?
[01:15:12] Luke: Mert is calling me out on the stream for having a terrible connection. I apologize. I did try and get star, link a letter too late. Yeah. I’m stuck with like my dubious fiber to the cabinet, so apologies. If you wanna see me in like glorious technicolor, you’d have to tune into the edit. Uh, right.
Let’s move it forwards. The Robo Taxii reality check. Let me, uh, let me tell you what this prediction was about and then Christoph, you can tell us what, uh, what happened. We were talking about whether, um, Austin would approve robo taxis in 2025.
[01:15:57] Krzysztof: Yes. Uh, this is, yeah, this is, this is weird because we predicted no fully unsupervised robax service from Tesla, and yet here in Austin, ground zero for this stuff, there are official, I mean, there are now, there you go. I’ve seen them myself. Driverless tax, uh, Tesla robo taxis. Far outnumbered, by the way, by the number of Waymo’s.
Uh, for all y’all not in Austin. I now see maybe 25, 30 a day. I mean, the fleet is actually out often. I’m, I’m, I’m serious. Like they’re now kind of everywhere. So people, it’s not even that, you know, that shock where you first like, oh, like, oh my God, that’s already. Worn off on me. Uh, this is all inevitable.
So my take is that we kind of got this right, like it’s not the end of the year, and these cars without anybody driving them, are on the streets in, in, in very visible quantities.
[01:17:05] Luke: What are so, so like you’re seeing like more than 10 a day of where there’s nobody in the front. Like either front seat, like the front seat or the passenger seat are Teslas.
[01:17:20] Krzysztof: Uh, badge. Can you say that one more time? Sorry.
[01:17:23] Luke: Sorry, sorry. This is, fix that. Um, so you are so, uh, like you are seeing like a bunch every day of, of Teslas driving in Austin with nobody in the, either of the two front seats, but the car is literally
[01:17:38] Krzysztof: no, to clarify, I see a bunch of Waymo’s. I’ve seen a handful of Teslas.
[01:17:45] Luke: What Andrea, Andrea says she was in Austin for six weeks, uh, in autumn this year, the fall, and half of her Waymo’s, uh, half of her Ubers were Waymo’s. So, um, yeah, there’s like a ton of them on the streets. How many have you seen any, have you seen any driverless Teslas in Austin? Christophe?
[01:18:11] Krzysztof: Uh, yeah, that’s what I’m saying. I’ve seen, I’ve seen a handful.
[01:18:15] Luke: Okay, good. Perfect. Awesome.
[01:18:16] Krzysztof: Uh,
[01:18:18] Luke: Stocks are all time highs, right? Because of that tweet, stocks are
[01:18:21] Krzysztof: And can I just say for before we rush off, I really think people are not appreciating the insanity of this. I mean, I swear to you, sometimes you just need to stop and just kind of breathe a little bit and realize, like, forget, I mean, even what, 10 years ago, if, if you told people, or 15 years ago, I don’t know, like that, there would be cars driving themselves.
People would have thought, you’re insane. This is, this is absolutely stunning accomplishment. And of course, it’s only gonna get better, right? As there’s more of them and everything syncs up. But, uh, I’m still blown away. I’m still legitimately blown away that this is a reality. I don’t care how small it is.
It’s, it’s mind boggling when you think about the complexity of the problem.
[01:19:23] Luke: for sure. Yeah. Yeah. We’re, as far as I’m concerned, we’re kind of behind, we’re behind plan. I wanted this, I want my cars to be like autonomous and flying by now, but like, I’m, I’m still enjoying where we are. You know, I’m coming out, I’m, I’m, uh, I’m in Colorado for the whole of January and I’m renting a Tesla on Turo, so I’m really hoping the guy has got like FSD in the car that I’m gonna like rent for the month.
’cause then I can experience the Tesla experience as it should be. Not like the fricking ridiculous handicapped version I’ve got in my drive.
[01:19:59] Krzysztof: Yeah, you know, you, uh, you urged me to get the, uh, Tesla, uh, robo, uh, taxi app, and I signed up and I did all that. Uh, but I have not yet, uh, had the, the experience and right now I’m just pulling it up on my phone, uh, and I’m curious. Yeah. Holy cow. Um, yeah, it’s, it’s live for me.
[01:20:26] Luke: Hmm.
[01:20:26] Krzysztof: This is the Tesla, the, yeah, the Tesla, uh, robo app.
And right now I could go somewhere and order stuff. So I think, I think I’ll do this and maybe record a video of me going somewhere and, and, and post it, but, yep. Reality, so
[01:20:48] Luke: please do that. Hey, we got a, we’ve got a question on the stream from Paul. Paul says, who’s winning the race? Tesla versus Uber and Waymo. You are the grand monkey who’s winning.
[01:21:03] Krzysztof: Um, you know, honestly, right now it kind of feels like,
well, is it, sorry, let me understand the question. Is it, is it, uh, like in terms of company or just in, uh,
[01:21:21] Luke: He’s
[01:21:21] Krzysztof: yeah. No, no, no, no. Okay, okay. Okay. I, Hey, Hey.
[01:21:25] Luke: Lemme, lemme I help you, the question, right? So you, you’ve got these cars.
[01:21:29] Krzysztof: wait. No. Lemme know. It’s, you know, I just go to co complex places too fast. I think right now in this, in this moment, I’d say Waymo and Uber are winning just because they’re more everywhere.
[01:21:45] Luke: Okay. Yes, I agree. I entirely agree as a Uber and Waymo shareholder. Oh, actually, forget that. I’m Tesla shareholder too, but I, I, I agree. They’re winning today. Yeah. Interesting debate on Twitter. Did you see Chama, uh, a few days ago, um, supporting like Musk with his decision to not have Lidar, and then him being called out by some fairly like prominent names, saying like, stop kissing ass.
[01:22:15] Krzysztof: No, I didn’t see that.
[01:22:19] Luke: It’s interesting stuff. Yeah, it’s interesting stuff. I don’t wanna get
[01:22:22] Krzysztof: you know, side note, uh, Rivian had a fascinating presentation maybe last week. They’re also, they, they have a shop here. One of my best buddies has a Rivian truck, sold his Tesla for it, and they too are now going to design their own trips and do selfless driving. But this is, that’s maybe a detail to say this whole industry is now in blast off.
Um, and, um, I, the, the better question, maybe we do this for the predictions episode in January badge, but the next prediction is probably gonna be at what point will people will, will the, some inflection point happen where some, some number of cars are expected to be driverless and people just, I, I’m not saying 50% right, more than half, but at some point it’s gonna be like, yeah, you expect the car to be driverless.
I wonder when that will happen.
[01:23:25] Luke: Yeah, yeah, yeah. Totally. Totally. Yeah. Andreas gave us like a little anecdote on the live stream, uh, of singing to the top of her voice to her what Play playlist in the back of a driverless Waymo, and she’s like, I couldn’t do that. And an Uber. Yeah. Yeah, you’re right. Like at some point it will be socially like odd to have like the, a driver or another human being a stranger in the car with you.
Like, why would you want that? That’s weird.
[01:23:53] Krzysztof: Although in, in some ways, that’s also a little sad, you know, there’s, I’ve had many of wonderful conversations with, uh, human beings that, you know, like, especially locals, you know, if you treat them as,
[01:24:05] Luke: Hmm.
[01:24:06] Krzysztof: people and you know, you’re like, Hey, what’s a cool place to go?
[01:24:10] Luke: Do you know which are one of my most
[01:24:11] Krzysztof: AI would.
[01:24:12] Luke: such a, it’s like such a massive sidebar, but there’s a, I don’t even see it next to Christmas tree. It’s a piano over there. And I’m, I’ve been trying to learn to play the piano for the last four years and I’m just woeful. Um, but I took an Uber about like two years ago.
I got chatting to the driver, Katrina and I were coming home from like a drunken night out in, in the west end in the central of London. And the, the guy was, um, he was moonlighting as an Uber driver, but he was one of Uganda’s foremost organists. And I, we got chatting about, you know, piano ’cause I can’t remember how we got started in the conversation.
Anyway, I dragged him into the house and then I, I forced fed him cups of tea for like two hours and he put on this massive concert in my front room. And it was just incredible. The guy had such skill at the piano. So, uh, yeah. You know, you can’t have like, random life experiences like that. Uh, if you’ve got like an autonomous driver,
[01:25:09] Krzysztof: Mm-hmm. Yes. Uh oh. Paul, the stories, some cabbies have, uh, this is a family friendly show, so I’ll refrain from, from, from going there.
[01:25:24] Luke: should we, uh, should we move the predictions forward? Let’s move the predictions forward.
[01:25:28] Krzysztof: Let’s move. Let’s move.
[01:25:30] Luke: Okay. Right. Let me, uh, remind you what this, this question was Christophe and you can tell us about it. The question was, uh, what will be the most groundbreaking? Oh no, hang on. Was it, was it or was it the other one?
Hang on a sec. Sorry. Uh. Yes, it was, sorry. The most groundbreaking technological innovation in invention or discovery of 2025. How will it impact society?
[01:25:55] Krzysztof: Yeah. It seems like, just looking at the score, I think AI has gone loopy bananas. Um. At least on my side of the scorecard. You, you were talking about a drug being approved, but it didn’t get there because drug approval is, takes way longer than you think. So
[01:26:15] Luke: on. No, hang on. Sorry. My, my, my prediction was an AI designed drug would be commercialized. That was, that was my prediction. And that was kind of thinking about like alpha fold two and things like that.
[01:26:27] Krzysztof: Yeah. Uh, I, uh, I think because of my, uh, biotech interests, I know that most of that is still faddish. It doesn’t, drug development just doesn’t work that way. It, it’s, it’s too complicated. And just because you have some data doesn’t mean you have the infrastructure to make it, so to speak. So I kind of knew if I could say that, that you’d be wrong on this or off, and I think you were, it just, it’s not prime time for that.
And my stuff is, was about, um, making the renewable bottle caps with origin and the carbon capture stuff. Uh, and I really kind of stopped paying attention to that, to be honest, because both of these stocks crashed. So I was kind of mostly following because of the narrative behind the stocks, but they were very poor.
Poor, uh, investments. And so I think maybe they’re making progress. I imagine they’re still making progress in that direction, but from the investor standpoint, that was a disaster as well
[01:27:34] Luke: Sure.
[01:27:34] Krzysztof: note to everyone, right? Great stories, great companies, great inventions, great. You could have a great lot of everything.
It still doesn’t make it a good investment necessarily. I should actually do an update, uh, on both of these because they are quite interesting. But I would not give myself nine bananas on this, uh, if, if we tie in the investment angle on it. So I kind of would score this, well, I did better than you, so I dunno.
Um,
[01:28:04] Luke: let’s both take a shot. We’ll both take a shot. I’ll hit the whiskey just for transparency. Let my whiskey shots are now getting a materially smaller. I’m getting a bit worse for wear.
[01:28:17] Krzysztof: okay. And, and my dirty monkey banana peanut butter shots are,
[01:28:25] Luke: Can I get a check-in from Patreon’s? Has anyone seen him refill that glass? Is he, is that the one he made like two hours ago? Is he still just like sipping at it? Hmm. I’m gonna, I’m gonna review the edit. Christophe, if you haven’t refilled that glass at least two or three times.
[01:28:42] Krzysztof: oh yeah, I’m on my ninth class right now.
[01:28:45] Luke: Yeah. You are being recorded now. The, uh, the next one, there’s no
[01:28:53] Krzysztof: Oh man. Who asked? Who asked you buddy?
[01:28:56] Luke: same glass. Matt says, same glass. He’s baby babysitting. He’s babysitting. Paul says, yes, you’re right, you’re right. Andrea. Paul form. Yes. Get catch up. Take. Okay. I wasn’t gonna, I wasn’t gonna go down the rabbit hole with
[01:29:10] Krzysztof: I’m double fisting. Jesus Have, have some mercy people or, but not people. No wonder you’re a bunch of jungle animals.
[01:29:21] Luke: Make yourself a drink while I talk about the prediction that AI missed in, in the, uh, ’cause like I asked as Christoph did like a lot of work to make this beautiful deck that we’re looking at on the YouTubes right now. Um, and I said, oh, you’re missing two slides. So he gave me two slides for the same prediction, but it wasn’t for the, the actual other prediction said, but no, stop.
Don’t look at me. Make a drink. Make yourself a drink while I talk about the one that AI made.
[01:29:49] Krzysztof: You want me to make a
[01:29:51] Luke: Fill up, fill up one of those glasses with alcohol, with new alcohol. Not the same one. You isn’t like kissing.
[01:29:56] Krzysztof: I just gotta pick up the pace. Let me, let me finish the dirty, the dirty monkey. And
[01:30:00] Luke: this is chaotic. But this, this was the, this is the 11th prediction and it, it’s, it, it is a bit hardcore. Lemme just sort of read out what I kind of remember here. So what groundbreaking medical treatment will gain FDA approval in 2025? And how will it revolutionize patient care? So I went for wider adoption of brain computer interfaces.
For example, in, in, in stroke rehabilitation, Christophe went with poser. Grab. Can, can you, do you remember what Penser grab is? Can you tell us what that is or do you want me to
[01:30:37] Krzysztof: You know what’s, you know, when I was looking that it’s shocking that I didn’t even remember
[01:30:42] Luke: Yeah, yeah. Fair enough. Yeah. Oh, we were making wild predictions. Okay. Anyway, I’ll tell you what ai, I’ll tell what AI said. Okay. I’ll tell what
[01:30:50] Krzysztof: wait back, that, that, that actually when I was going through the deck, that concerned me because I, it because I was like, at one point in 2025, I knew apparently a lot or enough about this particular drug. And I think, and now I don’t, and I think the only reasonable explanation, well there’s one that I’m losing it already, but, you know, uh, that’d be sad.
Uh, but two is that we’re so inundated with so much information. I mean, my God, that something has to get kicked out to make room for the new thing. So I was like, right. I’m like, okay, I thought highly of this drug back then. I like, what is it?
[01:31:34] Luke: you did. Um, well, I, I, I don’t, I know nothing about your drug. I, I know do, I do know a little bit about brain computer interfaces, but your drug, um, Gemini tells me, um, it’s now, so it was in phase two trials. It’s now in phase two b slash phase three trials. So it’s, you know, it’s move your prediction even though you’ve completely forgotten about it.
It’s moving forwards, but it’s not like prime time. It’s certainly not, you know, being given to people who are not in the trial. So this is kind of, you know, just like any drug, it’s like on track. On track. If you could remember what you were talking about. It’s on track, what you said in January. Um, but no material, uh, changes.
I hope you’re still making a drink while I read where we are with brain computer interfaces. I think I’m not gonna ask you to take a drink on this one, although you probably should ’cause you’ve missed a few. But, uh, I think I did win this one. Like, brain computer interfaces it. I’m gonna come back to this in a bit ’cause we’ve got a really good Patreon question I wanna touch on, but, um.
Uh, they’ve made like, like Neuralink and a bunch of other companies have made material progress. And now, now it might sound a bit trite, but like there’s a whole bunch of people who, well, there’s 13 individuals who now have a Neuralink in the back of their head and they’re now like playing video games like Civilization Six and like World of Warcraft and Call of Duty, or they’re doing art or they’re designing houses.
Like they actually suddenly I have much more agency in the world. And so, you know, if I was less drunk, this is definitely a topic that would make me feel a bit teary, like Andrea and her like space launches when we had lunch a few days ago. Um, but how amazing is it that we are now at the point where if you are, um, if essentially like paraplegic, you know, you are like locked in to your body and you’re very physically disabled, you can essentially control a computer with almost the same level of like fidelity as somebody who’s got a keyboard and a mouse.
Uh, incredible. Um, so what a step forward for, um, the poor and individuals in this situation. That’s really, really, really good. So I think I win this prediction, but we are still such early days with both of these technologies and you’ve forgotten about your one. I’m keeping track of my one, but anyway, we will check in with you, Christ, in a moment.
You will do, owe us a drink. Um, I’ll keep sip away at my cocktail. We’re coming to the end of the predictions. Done?
[01:34:26] Krzysztof: I am mixing, uh, you, you, um, you were prompting me to go visit Neuralink, right? Because aren’t, don’t they have, uh, an office here in Austin?
[01:34:39] Luke: No, have the headquarters in Austin. Yes. Yeah, you absolutely should. Yeah.
[01:34:44] Krzysztof: Yeah. So I should, I should find a way to do that.
[01:34:47] Luke: you really should. Yeah. And it may not be Wall Street Wildlife, it might be your philosophy, um, podcast that gets you in the door. But your, you know, there’s is, is, uh, I dunno if we talked about this before, like this is really like a, a, a comment to our Patreons are online, like inside track.
We, I was in Ton in 2024, uh, at the end of my ski season, the first time Christoph and I met face to face and. Like my Twitter following is materially ahead of his own. ’cause I just like treat it like a fucking thing. And I really like work on trying to grow my following, whereas he’s just busy, like living the life, not living online.
And so what, when I was flying out out the states, like a tech guy in Austin Wine, the company, like the wines, PLC, the the bank, uh, they messaged me and said, oh, you know, we, we see you’re coming to the states, would you like to come and have a conversation with us? So in, uh, March or April, 2024, Christoph and I met for the first time.
We had an amazing time in Austin. We went to meet a bunch of folk in Austin Wise headquarters and they didn’t want to talk to me. They only wanted to talk to him. Motherfucker. They wanted, basically they wanted an introduction to, um, the where’d you work? UT Austin, like University of Texas in Austin. And they were trying to like get their intern program off the ground.
So I was feeling really like, yes, I’m in with Wise Note. I was just like a middleman so they can get to the person who’s the real mover and shaker, who’s my podcast cohost.
[01:36:26] Krzysztof: Yeah, real life adventures are cool. Uh, you never know what’s gonna happen when you show interest and show up somewhere and you tell people, Hey, I’m really fascinated by what you’re doing. They’re like, yeah, come in, tell us. Yeah, it’s really cool. Um,
[01:36:40] Luke: do, we’re gonna do, we’ll come back to it at the back of the episode. We ought do more of that in, uh, April. No, March, 2026 in Vegas. You’ve made yourself a drink. Go. Let’s
[01:36:50] Krzysztof: by the way, this is, okay, so this is my Monkey’s ninth drink of the night.
[01:36:54] Luke: yep.
[01:36:55] Krzysztof: So, um, and, and this one, this one is a little dicey because it’s banana strawberry yogurt juice. All right.
[01:37:07] Luke: Okay, let’s, um, right, let’s get, okay, we, now we’re bringing the predictions. Oh, wait. On, that’s not gonna do it. I’m now drunk. I’m now officially drunk. We’re gonna bring
[01:37:18] Krzysztof: Okay. I have bad news, Beasties. This is undrinkable.
[01:37:26] Luke: what have you made?
[01:37:26] Krzysztof: Uh, I, I hate, I was gonna maybe power through it, but it, when I was in the supermarket buying this because they did not have banana condensed milk, I thought, well, maybe. No, no. It turns out you can’t mix bourbon and tomorrow with yogurt. Uh, so sorry.
[01:37:49] Luke: If it’s curdled, you’ve done a very good job.
[01:37:51] Krzysztof: Oh my God. Not good.
[01:37:54] Luke: Do you, you guys, you told us earlier, like you are all over the world. There’s a British drink called a brain hemorrhage, which is, um, from memory, it’s like Bailey’s vodka and. That’s right. And it curdles like, it just turns into like chunks of disgusting stuff. Um, so maybe he’s just, he’s created some kind of reaction.
Yes. Okay. Yeah. Chris says Bailey’s and lime juice. Yeah. That does the same thing. Exactly. I think it’s like acid and cream. I guess they, they’re not friends. Is that a Jamie Oliver thing? Like these things are friends and certain things are not friends. Anyway, uh, Christopher will be back shortly and he’ll tell us whether his drink did Kernel while he is messing around and making his way back to the screen.
So this prediction, if I can get my shit together, was about, ah, okay. You’re back. Right? So I did your drink Curle. That was the question.
[01:38:58] Krzysztof: Uh, my drink, I’m, I’m not sure curdled. It, it exploded badly.
[01:39:05] Luke: Okay. Right. As long as, as long as, I’m gonna say, as long as you drank it. You obviously didn’t have to drink the really, really bad one, but you do still owe us a couple of drinks.
[01:39:14] Krzysztof: Oh. Uh, Keefer
[01:39:17] Luke: four? It’s 4 42 in Austin. It’s like, you know, 20. It’s 10 20 here. 10 40. Anyway, whatever. I’m pissed. Let’s bring the predictions to the end.
To a close. Where’s he gone? Where’s he gone again? Alright, uh, so this
[01:39:37] Krzysztof: I’m gonna, sorry, sorry. Badge I’m going to ’cause, sorry, that was, that was just too rough. But I’m gonna go ahead and make me drink number five on your, on your, um, banana drink
[01:39:49] Luke: Do it.
[01:39:50] Krzysztof: list. And, uh, this one has bourbon and the creme banana and the, the, uh, Nino and the Ango Sutra. So I think this one is gonna be legit since I don’t have to involve yogurt and strawberries in it.
[01:40:04] Luke: In, in the spirit of com comradery. I’ll take a shot of the creme de land with you just on its
[01:40:11] Krzysztof: Ooh, a shot, eh.
[01:40:14] Luke: Yeah. Why not? Right? Get your
[01:40:18] Krzysztof: Mer are, Hey, uh, Mer. Are you, um, are you in Turkey? Is that what memory serves? That? You have a bar in, in Turkey.
[01:40:32] Luke: that says yes,
[01:40:34] Krzysztof: Cool. Uh, how, uh, how close to Istanbul are you?
[01:40:51] Luke: editors, like, do something with this crystal. We are asynchronous. We we’re asynchronous with our, uh, our, our chats on the stream and he says, MERT says four hours from Istanbul. There.
[01:41:08] Krzysztof: Oh, uh, badge response to Andrea’s comment.
[01:41:13] Luke: Uh, Andrea said, Badger, you got some creme de banana. Nice effort. It wasn’t a nice effort, Andrea. You were busy, you know, wooing some other podcaster. You missed the beginning hour. Christophe sent me all the ingredients of the cocktail that we are both drinking together plus the, um, the instructions to make it so we’ve been like co-hosting a round a glass.
It’s like that. This is definitely bringing back memories of being in Austin. There go, yeah, ReMed a banana, right? Come on, Christoph, let’s, let’s like sharpen up and bring this shit together and like, bring it
[01:41:54] Krzysztof: I’m, I’m, I’m, I’m almost there. I’m almost there,
[01:41:56] Luke: are other, there are other topics to tackle. Um,
[01:42:00] Krzysztof: All right. I’m,
[01:42:01] Luke: final, the final prediction where we inverted reality.
So this final prediction, uh, we, the, the question was, which of the other animals, king of the jungle holdings, would be their worst, best, or worst performer? So Luke said, I said. Christoph’s best performer will be chain link. Um, and his worst will be a STS. Christoph said, Luke’s worst performer will be Palantir and his best performer will be MercadoLibre.
So AI has captured like half of the story very accurately, but I think the conclusion is correct. We, this is our minus 10 inversion of reality. Drink everything on the table. Question, how bad are we that we thought basically the, the stock I thought you would own that would do the best, did the worst of everything you own.
And the thing I thought you would do the worst would, did the best and pretty much the same. The other way back to me, you thought Mecado Libre, you thought Palantir. Yeah, you got it wrong. Palantir like went, blew the doors off again. And Mercado Libre has just been like fucking bumbling along and going nowhere.
’cause they’re doing all this weird opex stuff and growing their credit portfolio. We, we are like anti investors. If you base, if you, I, I apologize to everybody listening to this. If you traded on the back of these predictions, you did very badly wrong.
[01:43:47] Krzysztof: Badge. Uh, I hear you. But I’m also reading Matt Matt’s comments, and I feel like he’s challenging monkey to a fight. Uh, yes. Um,
[01:44:05] Luke: Can read Mert Matt’s colleague, uh, comment, I am shit face. You right?
[01:44:15] Krzysztof: oh my God. Um, where were we? Uh, yeah, right. Like, okay. Uh, yes. It’s, it’s hindsight man. Hindsight. That’s the weird thing about the art of investing, isn’t it? You know, like we had reasonable reasons for thinking what we would, what we did. Uh, and then reality has a way of humbling you.
[01:44:46] Luke: Yeah. Yeah. Can you, if you could do me a favor and tell me which of my current holdings is gonna do the worst for next year? Because I’d like to double
[01:44:54] Krzysztof: oh, that’s easy. That’s, that’s no doubt. Greg’s sausages.
[01:44:58] Luke: Well, okay. I’m, I am going to buy more Greg stock. Perfect. If
[01:45:06] Krzysztof: No. We’re gonna save that for, for next, for, for the prediction episode. But that’s just obviously the thing that is the, the morally ethically correct thing to say.
[01:45:15] Luke: Okay.
[01:45:16] Krzysztof: Uh,
[01:45:17] Luke: Alright.
[01:45:18] Krzysztof: it’s
[01:45:18] Luke: So.
[01:45:19] Krzysztof: there’s probably some accounting fraud that you don’t know about yet, uh, based on how well they tend to their garbage cans.
[01:45:27] Luke: Yeah, for sure. Right. I think, I think they were all of our predictions. Now there, there should have been some sort of sum up score, but I think, uh, well, how do we feel We did Patreons? Uh, I feel like we, did we generate alpha? Is that a good question? Did we generate any Alpha with our predictions for this year? Can’t invest in brain computer staff.
[01:45:50] Krzysztof: alpha.
[01:45:54] Luke: Steven. Thank you Steven. Very kind.
[01:46:00] Krzysztof: Oh my God. Yes. We, we, uh, it is, although, you know, what that makes me think of is, uh, um, I haven’t checked the exact numbers in a while, but the, you know, reverse Jim Kramer fund, you actually have to be that statistically off. You have to be doing something, uh, weird or right, you know what I’m saying?
Because statistically, if it’s all just a crapshoot, you would get half things right, half things wrong. But for a guy like him to get so many things mostly wrong means he’s thinking in a way that is somehow right. You just have to reverse it. And I’m not saying that’s what happened between me and you badge, but, um, I’m saying it’s not that we got things right or wrong, it’s, I think there’s some other thing we could probably tap into and, and try to try to game theory maybe like where is the alpha in something like predictions?
And that’s like half of it. And then the other half is for our next episode, what predictions should we make for next
[01:47:07] Luke: Hmm. That’s really good. Oh, I love that. Let’s crowdsource the actual predictions. Yeah, that’s very good.
[01:47:13] Krzysztof: because the other thing is in 2026, the world will be changing faster at a faster rate than ever before. So please keep that in mind, right? Like what happens in January or early January, we’re like, yeah, we, we, yeah. Driverless cars and this and that, and by next January it’s like, oh, yeah, flying cars and, and, you know, um, autonomous sex robots.
And, uh, did I say that out loud? Autonomous sex? Re
[01:47:46] Luke: Recently married. He’s recently married. You might need a little congress text robot when you’re like 20 years into marriage. Crystal. But hey, editors. Leave that in. Leave that in.
[01:48:01] Krzysztof: Thank you, Andrea. And who’s to say by the way, that, that my, my, um, that Mrs. Monkey wouldn’t be as down for a sex robot as, as your humble narrator, you know, like lots of assumptions flying here.
[01:48:18] Luke: Are you planning to dress up as a sex robot? Is that your
[01:48:21] Krzysztof: That’s right, Matt, uh, DM me or ping me and I’ll send you my address.
[01:48:28] Luke: No, don’t ask if you’re on the, if you’re on the podcast only, do not ask. Alright. I think we brought our predictions to a close. We, we made some investing resolutions that are not that interesting. We, um, we talked about them like a couple of episodes ago. Essentially, Christoph shouldn’t sell eos and he sold, did you sell any eos?
[01:48:53] Krzysztof: Yes,
[01:48:54] Luke: Yeah. Good, good. Good, good, good. You correct, correct. You should diversify.
[01:49:00] Krzysztof: you know, I mean, this is coming from a man who’s not selling any of hi his ISRG shares for pure, you know, for, for the chutzpah of it. Um, but yeah, no, I mean, I did, and I, and I, and that’s just sometimes you got to when your stock is up a thousand something percent.
[01:49:20] Luke: There you go. Good. Correct. Excellent, excellent work, Christophe excellent work. And I have my
[01:49:28] Krzysztof: These resolutions, I think we should save this for the, the January show.
[01:49:32] Luke: Sure. Yeah, sure. Okay. I agree. Alright, let’s close that screen share. Let’s bring it back. Uh, let me just remind myself where we are in the, the document that drives the show that Christophe never looks at year to year. Oh, you know what?
[01:49:50] Krzysztof: Oh, no, I look at it, I just ignore it.
[01:49:52] Luke: yeah, we have some questions. We have some questions.
Christophe that we had a bunch of questions on the live stream. I’m gonna curate, IE pick out one or two of questions that we got in advance and I’m gonna run these by you and then we’re gonna like, I know we’re gonna like give it like a 32nd answer Max. So are space-based data centers coming and will they disrupt the tam for regular data centers?
[01:50:22] Krzysztof: Badge you go first.
[01:50:24] Luke: Uh, I think this is actually a Steven question, I think. Yes, absolutely. Yeah. There was a lot of con confusion and complexity around like heat dissipation. Um, but I think. Like the, the opinions on X got swayed by non-science, and I think heat anticipation from now I’ve gone down the rabbit hole, isn’t a problem.
And if you have like a bunch of laser linked satellites, like your, like the space, like starlink flat lights or like block two a STS, like you could almost argue we’ve got data centers in space already. ’cause like there’s stuff happening and there’s processing and Yeah, I think, I think they are, they’re here and they’re coming and they will disintermediate like ground-based data centers ’cause energy is cheap and arguably, uh, so yeah, I like it.
I, I definitely am a supporter of that. Let me hit you wrong, Chris.
[01:51:25] Krzysztof: and I think, uh, I was listening to some conversation with Yon recently going on about, you know, the power of the sun and maybe it was on Rogan. Um, I do think the, the physics and the science of it are pretty clear. Uh, the sun is our nuclear furnace. It’s that we, we know there’s a way scientifically to get it done.
It will happen, but the timeline is just gonna be way later than we think. So I think we’re in agreement. Uh, next question. Are we in the leverage bubble? Like is there too much leverage in market markets, options, ETFs? My intuitive sense is, yeah. Uh, but it’s not the institutions that are gonna necessarily, I mean, some might blow up and we see this in crypto because of that liquidation, uh, and the, the way that’s kind of, um, more easily manipulated.
But I do think some big things are gonna blow up because of leverage. But the ones that have a healthy respect for risk appetite, they’ll be fine. It’s the, my concern is mostly for the retail Robinhood crowd that, um, has not seen a massive, massive drawdown that are gonna get humiliated. And that’s prob well, I don’t wanna predict, but 2026 might get ugly for some people, but Yeah, generally, right?
Yeah. Too much leverage.
[01:52:55] Luke: I I love your, I’ve just noticed your double hatting. That’s good. Beautiful. You’ve got the two hats. That’s really good. Good job. But let, remind us, Christoph, you, your,
[01:53:04] Krzysztof: that, and you know why this is happening, because I’ve been drinking my drinks, unlike some, unlike these accusations coming at me. I got two, I got one in this hand, I got one in this hand, I got one in my tail.
[01:53:18] Luke: here he goes. Bunky,
[01:53:19] Krzysztof: Okay.
[01:53:20] Luke: us about your, like the regional banks are gonna blow up. Prediction ’cause you made that about a year ago where we were. That was like a team at the moment when you were like a big fan of um, Mr. Not vice, that guy, um, the boss. And you were definitely down that rabbit hole of regional banks have too much exposure.
Like the debt on commercial real estate is gonna like blow up that sector. Did that happen?
[01:53:50] Krzysztof: he, so as far as I could tell it did not, here’s, this is why I actually think we should, we should go slow. And this is kind of my thesis statement for Chainlink, basically, and defi, the fact that nothing blew up does not mean that there’s not massive cockroaches and rot under the systemic, you know, uh, foundations And the fact that these institutions have a lot of tools to hide and to fraud their way through until something is, you know, really, really, really bad.
You know, the financial crisis, because I live through that as an investor, and as long as banks are black boxes that don’t have to tell you what they own and what they, you know, then in no way does the fact that nothing blew up mean everything’s fine. So, fingers crossed. I don’t know. Uh, but the math, the math, I don’t know.
Badge you, you tell me. We know like places like malls and post COVID, like, you know, they’re emptier than ever. And you have these massive commercial buildings that are, you know, like I don’t, logically I don’t know how they get out from this commercial debt. Um,
[01:55:15] Luke: Yeah, I dunno. I, I think intuitively, I feel like you’re right, that that sector is in, it had systemic issues post COVID and it hasn’t really recovered, but I dunno, wait, there’s, there’s like shenanigans will happen, right? Maybe that’s what’s going on here.
[01:55:33] Krzysztof: yeah. All right. That, what will be the hot sectors of, uh, 2026? So this is a little bit prediction, but I think we’re cool with that. Uh, badge. You wanna go first?
[01:55:46] Luke: Yeah. Like space, right? Space, of course space. Like now we’ve got like four or five different international private companies putting shit into orbit. Like this is like building the railroads in the end of the 18 hundreds and nine, early 19 hundreds. Like this is how we do the next thing, which was like, you know, becoming a Kardashian one civilization at some point soon, hopefully.
And then we’re on the map. So space.
[01:56:20] Krzysztof: Yeah. Uh, I am gonna go with maybe a little bit of a dark horse. Uh, though I grin my teeth while I say this. Grit my teeth while I say this biotech, I think is going to start coming out of its biotech winter, which has lasted about four years. And I think we’re gonna maybe start to see the AI advances met up with the actual manufacturing commercial and, and the making of the things start to finally sort of speed up or make some breakthrough that nobody was expecting. If I really wanna go, you know, out of, um, complete left field, and maybe it’s my deepest hope and wish for humanity. Is that something having to do with Alzheimer’s cracked sooner than later?
And right now it’s in this like percolating stage. Uh, but the hot sector will be biotech merger acquisitions and invention and FDA approvals and something in that, that world.
[01:57:39] Luke: It is so uninvestible though that sector, it’s really tricky. I, I sort of, I love, I like, I really like your idea from a science perspective and like the advancing humanity perspective, but as an investor, so such a tricky like, like, you know, don’t, do not walk on lava kind of place to invest.
[01:58:02] Krzysztof: Uh, yes and no, but I think it’s similar principles as with all other investing. Avoid the overvalued stuff because that’s hype, that’s where you’re gonna get burned. But if I could speak to my king of the jungle portfolio, I hold, well now I hold four companies, but two are called like more bio biotech with Eds and processs, right?
Um, but um, the pure biotechs relay and coherence, they were just so massively undervalued in terms of both their cash and their balance sheets and their, uh, the, the potential value of their. Chemicals that that is investible. It’s just that most people get caught up in the hype and you really have to have a deep understanding of, I think the science and the layout of the land.
And this is a shout out to former seven investing, uh, analyst Max, um, who I’ve always respected through and through as an analyst and as a sharp mind and the way he communicates. And so that he’s my sort of connection with that world because I trust his research through and through. And because I have a deep understanding of this space myself, I as a bio major way, way back, um, it’s like, yeah, uh, as long as you have a guide that’s willing to call the, the, the, the banana Weirdness from, Hey, here are the numbers right, then it is investible.
It’s just most people don’t want do the work.
[01:59:34] Luke: Right. Yeah, agree.
[01:59:37] Krzysztof: All right. Uh, next question is, um, this is a good one. This is non non investing favorite books, movies of the past year. I.
[01:59:52] Luke: Should I go first? I, um, I almost changed my answer last night. This is a Steven question again. And I, I wrote my answers a few days ago and I nearly changed it yesterday. My favorite book hasn’t changed. I’ve, I’ve read, I’ve, I’ve really made an effort to read this year. I know you, like Badgers can’t read and I don’t read, but, uh.
I really enjoyed Fight Club, the book by, um, uh, help me with this name. Chuck. Chuck, uh, Paula Yak. Pan. Pan,
[02:00:28] Krzysztof: Hey, hey. Take another shot for that pronunciation.
[02:00:31] Luke: yeah. Okay. Okay. Fair enough. I will, the book was really good. I love the movie. Obviously the movie is like, very famous. Um, the book was, uh, well, well, the book was written in the, in the seventies, maybe eighties. Probably eighties. Uh, contemporary, maybe the nineties. Um, but, uh, the movie was very faithful to the book.
And, uh, yeah, just like, it’s gripping. It’s a short read. It’s a lot of fun. Do you wanna translate your book or, before I talk about my movie, my movie Made me Cry.
[02:01:04] Krzysztof: Yeah. Um, what’s the main difference from your, from your perspective? Uh, the book versus the movie.
[02:01:11] Luke: Oh, fight Club. Um, no, actually they’re both really, they’re pretty coherent. The ending is very different. Uh, and there’s like a slightly different focus throughout the movie, but no, they, they’re like, the movie is like pretty faithful to the book, but the book is well worth 3D. If you enjoy the movie, you will really enjoy the book.
And it’s not like a, it’s not like a Christoff thing where it’s like you have to spend like a month of your life like committed to this tome. You can blast through it.
[02:01:43] Krzysztof: All right. Uh, I’m gonna give two, two answers, uh, to this. I basically try to read, uh, a book a week. Uh, I fallen a little bit off the pace ’cause life got complicated, but I try to hit about 52 books a year, so have a lot to, to pick from. But, um, in general, so this is kind of general message to to anyone listening to this, I think anybody that hasn’t read Nies philosophy, especially the gay science, when you’re not a teenager, so if you’ve, if you’ve made it to adulthood and you have not read the gay science, I cannot urge something more on you than that and read it really, really slowly.
So I spent a lot of time with Nietzsche’s philosophy this year. Uh, it’s just mind blowing and it really does something to you, so, especially as an adult. So that’s, that’s number one. Uh, number two, I guess something a little bit more, I don’t know. Fun, so to speak, although it’s not really that much fun. It is a absolutely beautiful book called Stoner by John Williams, and it was written some time ago, and it’s the story of a middle-aged college professor in a podunk town English professor.
Kind of nothing happens besides this guy’s life in this little town, you know, in academia. But in that nothingness, you see everything. You see the highs and lows of expectations being met and disappointed and marriages breaking apart and weird shit happening in academia and life and death and all this stuff.
And it’s the most exquisitely, subtle, delicate, uh, story of this nobody guy. And it’s, it really left a, a deep impression on me. So Stoner by John Williams and Gay Science by Che.
[02:03:52] Luke: Uh, Patreons, if you would like to submit your, um, English literature PhD submission, like email that to monkey@wallstreetwildlife.com and he’ll award you your doctorate. Uh, half of the other half of this question was favorite movie of the year. Do you wanna go first on that? I,
[02:04:17] Krzysztof: sure. That, for me is a no-brainer because I could still feel it. And that’s one battle after another.
[02:04:22] Luke: yeah.
[02:04:24] Krzysztof: Uh, it’s brilliant on so many levels, especially the way it puts its finger deep into what’s happening in America now. And it’s so imaginative. It’s so fun. The, I, I mean, it’s so funny and it’s tragic and it’s sad, and it’s just, my God, I, it’s, I think I, I was like going off, uh, about this after I saw it.
I’m like, bad. You have to watch this. I think it’s a movie of the decade. It’s that good.
[02:04:51] Luke: It is really good. I agree. It’s really good. I really enjoyed it. Tom, you’re an idiot. Um, Christoph was right, it’s a’s seminal movie, but it wasn’t any, it wasn’t close to my movie of the year. Personally. Do you wanna hear my movie? My movie of the year was, uh, I only, I saw it this year ’cause my buddy Albert said, oh, you should watch this.
It was The Thinking Game, which is kind of the story of De Has who I said I think a few episodes ago. Like, I, this is like the guy I would like to spend like a dinner with or something. You, you know, non nonsexual time, just kind of engaging with as a human being. Um, what an incredible thinker. And the thinking game is just an incredible film.
Uh, if you enjoyed, what was that Go movie, the Alpha Go movie where,
[02:05:51] Krzysztof: I think it’s called Go. Yeah. Yeah.
[02:05:54] Luke: Um, and this is almost like, it’s like a sort of passively, like a sequel. Um, and it, it, it’s just the story of Deep Mind and his vision and how the company came to well being acquired by Deep Mind, by acquired by Alphabet. But they ended up being, uh, winning the Nobel Prize of for, uh, their alpha fall two, and like under really understanding of biology that I was literally on sofa with like tears running down my face, just emotionally taken by this incredible story of science led by this British guy.
So, yeah, being a bit of bit nationalist there, but I, I highly recommend that film.
[02:06:41] Krzysztof: Oh, I’m definitely gonna watch that. I was really moved by Go that film you were talking about, the documentary and also if you’ve never read Maniac by Benjamin LaBute, which is about. The what happens when you have genius mathematicians trying to push the edges of computer science. Uh, and you know, this was around the Oppenheim era where you have human beings playing with the fate of the world simply because they can in some ways, and it’s pretty wild what, you know, the edges we bring ourselves to.
Thanks for the wreck, uh, one stock with the highest upside potential for the year. I think we should save that for the predictions episode
[02:07:26] Luke: I think so. Yeah. And my, yeah, I agree. I agree. This we’ll, we’ll say that. Yeah.
[02:07:32] Krzysztof: I mean, I have my answer, but let’s, let’s save that. Uh,
[02:07:35] Luke: have a really bad answer, but Yeah.
[02:07:39] Krzysztof: say it again.
[02:07:40] Luke: Oh, no, don’t worry. Don’t worry. I’ve got a terrible answer for that question, but you’re right. By
[02:07:46] Krzysztof: the next question. The next question is, uh, is drones, why did Oniss catch monkey’s eye? What was the broader set of companies in the sector evaluate? Most importantly, what is the most important thing that makes the, on this thesis so compelling? Yeah. My answer I think really maps out to how I’m thinking now, which is this notion of there being an orchestration layer.
So when I think of Chainlink, I’m thinking that this is the platform that’s going to bring all the other things together, and the sum the will be greater than the parts. That’s exactly what I’m seeing in UI path. That’s the thesis there, that you have the, the robotic agentic AI pieces in place. But the next step is that emergent what’s gonna orchestrate it all.
And so for on this, the moment I realize that what they’re really building is not a drone company. Yes, they have a bunch of drones. They have a bunch of these mechanical technical tools, but they also have the side company that has to do with radios and networks and upgrading the infrastructure of the US and trains.
And then you add airports and that they’re trying to become a systems, an oper, like a systems operational platform that basically all future nations will need to go to because the moment you have a bad drone trying to interfere with your concert or rugby match or what, what have you, like, it’s gonna be a serious thing.
So system of systems, I believe is what they have in their marketing material. Uh, that’s what caught my eye.
[02:09:34] Luke: Very good. Nice. Uh, we
[02:09:38] Krzysztof: Matt, uh, sorry. Badge Before you go on, Matt, please let us know what you think of one battle, uh, after another, after you watch it on in our, uh, uh, watering Hole Channel please. And thank you.
[02:09:52] Luke: very good. This isn’t the question. It is a really deep interesting comment from our Aaron on our Patreon. He said, should we create a toolbox and then recommend certain tools or websites or services to use? And he suggested, like his list was pretty comprehensive. He said quarter Q-U-A-R-T-R for listening to earnings calls, bang on, bang on Aaron.
Like that’s really, really good service. He said fiscal AI for research reports and graphs, 100%. We are huge fans at Wall Street Wildlife about Chris, about fiscal ai. Like we literally use it every day. Um, and just, I’m gonna get our promo in quickly ’cause then the guys will pay us a little bit of advertising revenue.
Uh, they give 20 years of financial data. They are the largest stock specific segment and KPI data set. It is really interesting actually. Like if you go look@fiscal.ai. They curate their own data and they got metrics like how many Tesla model threes were produced like in the last quarter. What’s like Rocket Labs Space Systems backlog.
Now, this is real information that you don’t get from a, like all of these other websites and fiscal.ai literally go out and they listen to the calls and they curate, they make their own data and they add like a whole bunch of other really, really useful data. The free tier, just what are you doing if you don’t use these tools?
What are you doing? If you’re not using the free tier? Just use the free tier. But if you wanna pay for it and you want to get like much more granular data and you want to get that like segment data, which is different for every company and it’s so vulner like, check out fiscal AI slash wildlife, you’ll be doing us a favor, but you’ll be getting yourself like a handsome 15% discount right now.
Like, go check out fiscal.ai/wildlife. Go sign up and you will just up your game. Those are incredible tools. Uh, what else did Aaron recommend? Trading View, I guess like do you wanna say anything about Trading View? That’s what, that’s in your world, not mine.
[02:12:26] Krzysztof: Yeah. Trading View is, is has become a really core pillar of what I look at each day. It’s the, I think, premier tool for the technical side of things, but I’ve seen that it, it’s also now where I keep my watch list updated and that, that’s kind of where I, it’s kind of the map of, of my investing world. And it’s a, it’s a exquisitely designed tool, so just to keep track.
Yeah. Just to keep track of watch lists and alerts and it’s, it’s quite integrated. I can’t speak more highly of it.
[02:13:03] Luke: Awesome. I got one or two more that I really, really love personally. I really like Port Sidedo for just sort of tracking my portfolio, understanding my allocation, managing my trades, you know, looking at the last year of things I’ve physically done in the portfolio and working out whether I’ve been smart or I’ve made bad decisions.
Port’s idea is, is a really incredible tool, and if you wanna keep it super simple, there’s like, where I’ve, I feel such an idiot, I’ve been like emailing this company multiple times to say, can I help you, uh, promote yourself. There’s an app from a company called Peak Soft called My Stocks Portfolio. It’s on, I think it’s on Android.
I’m on Android, it’s on iOS as well. It’s really good. Like if you just want like a, I look at this thing like two or three times a day, I’m ashamed to admit ’cause I’m just like a stock investing addict. Um, if you want like a snapshot view of where you are, where like what’s happening today and you know, like if you wanna look at a couple of simple metrics about your portfolio, my stocks portfolio is a really, really easy, nice, clean way to do it.
We’re not affiliated with them in any way, but my stocks portfolio people, if you hear this, I don’t even want pro, I just want user know. But I really love your product. You’ve done a really good job. Anyway. There’s a bunch of other tools out there, but um, if you are not using anything that we’ve just mentioned, you can probably up your game.
So, you know, think about how you are operating as an investor.
[02:14:47] Krzysztof: Okay. Uh, badge, uh, oh. You froze a little bit. Okay. You’re good now. Um, I’m, I’m really itching to do. To bring investing into the world of ai. So I think we’ll be talking about a lot, a lot about that, like how investors can up their game in the coming year. So I think we’ll return to this topic quite a lot, Andrea, definitely get the paid version of tradeview.
It’s too important a tool to skimp on a few bucks, I think. Um, just get, yeah, just, just pay, pay the cash, get the, get all the usage out of it. Um, I think the, maybe this is the, the way we close the show badge is that, um, as a gift to our subscribers, I’ve been having this renaissance moment of really upping my AI game and I had some light bulbs go off, and based on those light bulbs, I made a PDF slide that I think is the most direct way to elevate where you used to be and how you used to think of AI versus where, call it the pros, how they think of it.
And so I made, uh, I spent two full days making this slide deck. And so as, uh, as a gift from us here at Wall Street Wildlife to y’all, I’m going to put, upload it and, and put the link on our Patreon so you can check it out. And if you take it seriously. I think you’ll be shocked at what comes out the other end on your, on your side.
[02:16:29] Luke: We’ve got some big plans, right? Christoph, like we’ve, we’ve had some really interesting questions on the Patreon and we, I think we’ve sort of skirted around the topic in the last couple of episodes about how do you use these tools? How do you use fiscal, do ai, how do you like manage a portfolio? What does it mean to like, use portfolio like emotional discipline?
And so I think you and I were thinking about turning this into like a product, um, and it will be like open to all of our Patreons and we want to like, help you guys up up your game. ’cause look, frankly, between us, what we’ve got coming probably come up 50 years experience between the two of us now as individual investors.
And like we, you know, we, we’ve sort, I’m not, I’m not like overselling stuff here, editors be sensible over, but we’ve sort of worked out how to, um, how to navigate the market turmoil. And it’s not about like, buy this stock and sell this company. It’s about manage yourself more than anything else. And I think that’s somewhat unique about what we do.
With our shtick here at Wall Street Wildlife, and we might be, you know, two and a half hours into like a heavy drinking session and we’re quite drunk. But like, this is genuinely the most important things you can do as an investor are to keep control of your emotions, not get greedy, not be scared, and just find good companies.
And so we’ve got, uh, we’ve got some ideas that we’re gonna launch very soon around how to find incredible companies and how to also on Kristoff’s side make short term decisions and like find your right entry point and maybe set certain limits and like find the right way to not get overexposed. So anyway, I’m rambling a bit
[02:18:39] Krzysztof: Yeah, no batch. No, that’s great. That, that’s great. Here’s, yeah, let me, let me take it from there and say, what we’ve learned over a lot of time in the market are, I would call the fundamentals, the basics, the human stuff. Uh, and that’s, you could see that in the laws of the jungle that we started with, and simultaneously, I’ve never felt this more profoundly than now.
Individual investors are now as close to par to the tools available to them that were available to the major institutions than they’ve ever been. So, so that gap, that gap between you will never like, be able to play the big boys game is now as tiny as it’s ever been. And, and so with ai, with all kinds of like in real time data flow, can, if you take the right steps, prepare yourself to exceed your wildest dreams in terms of your performance.
As long as I think you, you, you don’t look for shortcuts, but you go, you know, you, you do the work and you literally learn what Badger was saying, don’t get greedy, don’t use margin, don’t blah, blah blah. I think we’re about to enter golden age for, for investing for the individual. And the way I actually kind of think of it is it’s gonna be like the institutions used to take the majority of the money and maybe they will buy volume.
’cause obviously they have billions or hundreds of billions. But the little guy properly schooled, properly armed, uh, is probably going to start taking bigger and bigger chunks out of, out of the, the big capital bucket. So I couldn’t be more excited to start thinking about, you know, creating a. A, a process, a learning process, and the steps and principles. So look forward to that in, in 26. Hope we could get, get our acts together to put something together.
[02:20:49] Luke: Very good, very good. Now, before we bring it home today, and this is not just to our Patreons online, but to everybody Quest of and I inspired by our friends at the Dividend Talk podcast, we are planning to get together physically, like not just on Zooms in Las Vegas, I think on the 28th, Saturday, the 28th of March, 2026.
So I’m flagging this ahead of time because Crystal, before we close today’s show, I have a quiz for you.
[02:21:26] Krzysztof: Oh, I have that. I have, you know what, I have that book, but it’s like in the third column on the, on, on the bottom. And as you know, better than most, I ain’t getting, I, I, I don’t have access to that. So whatever you’re about to ask me, I ain’t done my, my study, but hit me.
[02:21:47] Luke: Well, you know, look, he’s caveating and like flapping and flopping. So, uh, Christoph portrays himself as an expert poker player and he’s certainly a master of the psychology of the game, but he is a ma is he a master of the mathematics of the game. So the reason I raise this right now is we are going to get together, we are gonna play poker, just the two of us, and in a gang, and with our Patreons in Las Vegas, Nevada in March, 2026.
So if you fear that Christoph might take all your money, I’m about to show you how woeful his game of poker is. Are you ready? Are you ready to be
[02:22:36] Krzysztof: this doesn’t sound very, very promising for me.
[02:22:39] Luke: No. I’m gonna ask you one question. If you get this right, well, the quiz will end here and you’ll be victorious. So I’ve literally flick through this like bible of tables and formulae. This is like a, this is really, it’s a pretty hardcore book and I’m being transparent. This is a book that I, I’m well read in the world of poker and well played.
But this book was beyond me, so I tried to pick the most basic scenario
[02:23:14] Krzysztof: Oh, great, great. I’m just, I’m gonna give monkey the, the most obvious, basic question. Watch him, watch him, uh, flounder.
[02:23:24] Luke: but it, but the thing is, the thing is, I, I would’ve got this wrong too, so that I would’ve got this wrong too. I would’ve,
[02:23:30] Krzysztof: oh, great. Yeah. Okay. My,
[02:23:33] Luke: this is like the a, b, C question. If you’re playing game theory, optimal poker, by the way, the book I’m waving around here on the live stream is Modern Poker Theory by Michael Acevedo and is considered, well, I, the algorithm is considered to be the, the thing anyway, Christophe right?
If you get this correct Patreons, look at the EOS hat lighting up. Love it. Look how react it is. If Patreons, if you beat Christophe in the question, you must come to Vegas in March and you will kick his ass, right? The, the questions do not get any simpler. Chris, off you are on the button. In Texas, Holden, you are the first to act.
What is your strategy with the following hands? Eight, five off suit. You are the first to act on the button. How should you play that hand?
[02:24:41] Krzysztof: Wait, that’s the question.
[02:24:43] Luke: Yes.
[02:24:47] Krzysztof: Wait, I’m not trying to be difficult, but there’s no context. There’s no like, that’s.
[02:24:51] Luke: we you are the first act like you are the first to act. So, you know, there was a
[02:24:55] Krzysztof: I know,
[02:24:55] Luke: of people folded. You are the first to start. You are on the buttons, you are the last to act. You have eight, five off suit. How should you act?
[02:25:11] Krzysztof: Uh, wait, this is hold on. The, I mean, it’s obviously a trick question, so I’m trying
[02:25:17] Luke: It’s not a true question. This is like game theory, optimal poker. Paolo says a monkey in his money will simply pass it.
[02:25:23] Krzysztof: Right. Uh,
[02:25:29] Luke: Eight, five off. It’s garbage.
[02:25:33] Krzysztof: right. But, but that’s, I, okay. I’m over. Uh, I’m missing, I mean, I would, I mean, the rational response is to, is to fold, but, uh, without any other context of, of who else was doing what I have,
[02:25:51] Luke: You got, he got all the context. You’ve got all the context there. He, oh, he is, but he doesn’t get the, sorry, I maybe. Everybody folded. Small blind, big blind, fold, fold. You’re on the button, fold. Like nobody’s acted. Everybody’s folded to you.
[02:26:06] Krzysztof: Oh, oh, oh, oh, I see. Oh, I see. I, I see everyone’s folded to me. Oh, okay. With eight five. Oh, sure. Then, then bet triple blind.
[02:26:16] Luke: Boom. Yes, correct. Yeah. Two and a half. Big blinds. A hundred percent baby. Correct? Very good. Very good. Yeah. You got it. You nailed it. Nailed it.
[02:26:27] Krzysztof: oh yeah. It, it. Oh, that’s all you Okay? All, all, you all, you doubt there was Paolo come through.
[02:26:40] Luke: Let me, uh, let me bring the nuance. Let me with the same, exactly the same situation. I’m gonna bring the nuance of why you and I are dinosaurs in this game. So you just, you went all you, you may, you bet like two and a half big blinds with
[02:27:00] Krzysztof: I said three, but that’s
[02:27:01] Luke: 5 off. If your hand was 10, five off, not eight, five off, 10, five off.
But just as a reminder, can’t make it straight. How would your, what, how would your actions change? I.
[02:27:20] Krzysztof: Uh, so let’s say that’s four less outs. Uh, so four outta 52. So percentage goes down. Uh, I am ignoring all psychological play ’cause I know nothing about the opponents or how the game has been unfolding. So with a ten five in that position, 10 is still a higher card than an eight. So that’s better. So I don’t know.
I would go raise to two, two times the blind.
[02:27:53] Luke: At, at what proportion of the time? The question is what proportion of the time? ’cause you nailed it a hundred percent of the time. You should shove, not shove, raise eight, five off, but now ten five off. How’d you play that?
[02:28:09] Krzysztof: Uh, seven 70%.
[02:28:14] Luke: Pretty good, actually. Pretty good. You’ve surprised me. You’ve surprised me. Christoph, maybe you have an innate, innate instinct for modern poker theory. Correct? Answer was 45%. You should make a two and a half times big blind raise. And the other 65%, 45, 30, 50 5% you should call. Never fold anyway.
[02:28:39] Krzysztof: Okay. All right. So baby, the, the lesson here is Vegas. Vegas, y’all. If you’re not buying your tickets like right now, or, or, or as soon as we get off, then you’re gonna miss whatever the hell’s gonna unfold in the city of, of sin on March, what is it? 27th, 28th.
[02:28:58] Luke: Yeah. That ballpark. Yeah, exactly.
[02:29:01] Krzysztof: Uh, and if I may, if I may, since, since, uh, yeah, I’m, however, 11 banana pants in the wind now.
Matt, you hush your mouth. Uh, uh, it really is, uh, really, really, really, um, motivating is not quite the right word, but, but the idea that we’re going to get together as a little baby mini community to share stories and sit next to each other, you know, is like, it’s just such a delightful thought and we’re gonna make it happen.
[02:29:41] Luke: Hang on. We’re not, we’re just gonna do that. We are gonna like drink all these things that are around both of us. I’m going to keep drinking them, uh, for like, a few days in a row and maybe shoot the shit and do some DD
[02:29:58] Krzysztof: Oh, look at Matt trying to, trying to impress me with his math skills. Hey, Matt, you need an abacus for that? Uh,
[02:30:07] Luke: one-on-one
[02:30:07] Krzysztof: Jeff, uh, Jeff actually for, for, for our crew. I think we’re start, we’re sort of negotiating the, the hotels and like, what would be the best place to stay? And between Badger and I, you know, we, we started to toss around the idea.
Okay. We could stay at a fancy place, kind of like mid action, like the Venetian or whatever, like, or, or we could kind of go sort of on the, on the, on the shadier side of town where maybe there’s more lore and then maybe there’s a little bit more, uh, you know, like near the Binions, golden Horseshoe Casino or whatever, where, you know, the locals hang out and just kind of commute in, uh, different field, different vibe.
Uh, if y’all have some, some suggestions where if you wanna do some research about where we should camp out as a group, then, uh, yeah, exactly. Exactly. Yeah. See Matt, see I, Matt, Matt is my people despite his pretenses to the contrary.
[02:31:12] Luke: I am not gonna read that one out.
[02:31:18] Krzysztof: Yeah. Oh man. So anyway, uh, yeah, talk to us, uh, ’cause we’re doing this, you know, for, for everyone. So where do we stay? March 27th. March 28th. Vegas badge. Cheers to you buddy for making 2025. Uh, absolutely wonderful year of. Being in this wacko world of investing, but also in the ways that our friendship continues to deepen.
And you continue to be tolerant of me not reading the show notes, uh, ahead of time. Thank you for your, for your patience.
[02:31:54] Luke: Let, let me return the text. Uh, your patience with me literally berating you like multiple times a day when your life is full of like actual important things like teaching the next generation how to function in society and who am I like just flapping around like a lunatic in the, in the uk. Well done for being a functioning member of society and being a co-host of one of the world’s top 10 best investing podcasts.
Christophe.
[02:32:29] Krzysztof: Top next year. Top five baby. Top five. We’re going to, we’re gonna school the All in pod at their own game. We’re gonna set up, Andrea, if you’re still with us, we’re going to set up the Wall Street Wildlife Conference at the same time as the All in conference.
[02:32:48] Luke: Yeah,
[02:32:48] Krzysztof: right, baby. That’s right. Awesome. Uh, thank you everyone for, for being here. We couldn’t have done this without you. Cheers. Happy holidays to y’all. May Santa and his reindeer bring you everything. That your heart wishes safe, safety, and, and, and goodness to all you and your family.
[02:33:14] Luke: I, I know we’re gonna see it on the chat any moment now, but I’m gonna say it to you, Christoph. Are you ready to become a beast of an investor? His journey started here.
