👑 Badger plays poker in Vietnam; Monkey sees an important investing lesson for 'busting on the bubble'. 👾 Trump’s election is a 🟢 for $BTC and $LINK, legit crypto. Monkey talks about journalist Laura Shin’s article on the Dem’s regulatory mistakes 💵 Monkey wants crypto back in his King of the Jungle portfolio and found a way to do so with a new Robinhood account $HOOD 🚗 Could Tesla deliver a 100x return by 2035? 💰Monkey buys more $CHRS and $IREN for King of the Jungle, Round 2, Week 1 🔫...

🌴 Thank you for supporting Wall Street Wildlife on https://www.patreon.com/wallstreetwildlife ! 💵 The few bucks you won’t miss will help us make the show even better. 📚 Bradford DeLong, Economic historian and author of Slouching Towards Utopia: An Economic History of the Twentieth Century, joins us for a kick-ass conversation about the intersection of history, economics and investing. We learned a tremendous amount from Professor DeLong’s book and his depth of historical and economic...

👑 Badger wins year 1 of King of the Jungle! You won’t believe the margin of victory! And his Banana trophy 🏆🍌 🤓 Monkey tries hard to identify his mistakes while Badger tries hard to remain gracious: lots of lessons and reflections on how we can both improve our process to get even better 💵 How to think about cash as a position 🚀 $RKLB Rocket Lab: Badger’s best performer, and one of Monkey’s worst. Learn all about the dark dangers of options 📆 How we’re thinking about year two: $200 per...

In this week's episode: 🤏 Why small-caps will outperform in 2025 ❌ A horrific, down-in-the-dumps share price does not equal a broken thesis. $CHRS 🧬 The trend is your friend in investing; is biotech an exception? $RLAY 🧑‍🍳 Badger shares his investment todo list, and explains why he's planning to short $CAVA 📕 Bradford DeLong, Professor of Economics and author of 'Slouching Toward Utopia: An Economic History of the 20th Century' will be a guest on our show in the near future. Read his...

☢️ $OKLO is up over 150% since Badger put it on his radar a month ago. Is it investable? 🤑 Monkey talks about Robinhood Legend, $HOOD’s new trading platform, its dangers and perks 🦉 We address Patreon Steven’s question about how to get the best investing results and how to create a successful framework. Are 30+ stocks too many? What about valuation? And emerging trends? 🦉 A single mom asks us how to start investing. All single moms and all beginning investors should listen to this! 🤖...

Vaporware or Vision? We dissect Tesla's 10/10 Cybercab event (that's a date, not a score!) and debate if it lived up to the hype. Was it a Muskian inside joke at shareholder expense? We tackle the tough questions: * Did Waymo already beat Tesla to the autonomous driving punch? * Why wasn't Optimus the AI breakthrough we hoped for (and why it might not matter)? * What are the likely real economics of being a robotaxi shepherd? Is it the cash cow Musk claims? * And ultimately...how much...

🚨🌴Welcome to the jungle Debra F and Sam G! With a special shout-out to our first Team Monkey patreon, Bruce B! 🍌 Thank you for supporting Wall Street Wildlife on https://www.patreon.com/wallstreetwildlife! We love seeing who’s committed to being in our inner circle of trusted investors and jungle beasties. 🍌The few bucks you won’t miss will help us make the show and your investing returns better. All patreon questions get boosted to the top of the queue! In this week's...

🚨🌴Welcome to the jungle Paul and Steven P! Thank you for supporting Wall Street Wildlife on https://www.patreon.com/wallstreetwildlife! We love seeing who’s committed to being in our inner circle of trusted investors and jungle beasties. 🍌The few bucks you won’t miss will help us make the show and your investing returns better. And all patreon questions get boosted to the top of the queue for podcast chat! In this week's episode: 📉 Badger discusses his Chinese investments including $JD...

In a brand new segment, we each pitch a stock that's on our radar: ⚡️ Luke looks at Oklo $OKLO, pioneering next-generation nuclear power plants, and with a close relationship to OpenAI ⚪️ Krzysztof thinks bananas are to be made in Sphere Entertainment $SPHR, a best in class venue located in the entertainment capital of the world, Las Vegas Find us online and vote for your 'most interesting watchlist idea'! This week we also deep dive into a crucial question 📬 from one of our listeners: “I...

This week's episode of Wall Street Wildlife kicks off on a somber note as Krzysztof shares the heartbreaking loss of his beloved dog, Bunk. It's a poignant reminder that investing is ultimately about creating the freedom to spend precious time with those we love. Every moment counts. Buckle up though, in this episode we also dive into the wild world of "ugly duckling" investments – those overlooked companies with the potential to transform into magnificent swans. We'll explore the...

Intuitive Surgical is the world leader in robotic minimally invasive surgery. In this week's podcast, Luke deep dives what makes $ISRG tick, and how it's shaping a better future through technology and innovation! Segments: [00:00:00] Introduction [00:04:15] Intuitive Surgical Deep Dive [00:05:01] Agenda [00:05:50] Intuitive Surgical at a Glance [00:08:24] How Intuitive Surgical is Creating a Better Tomorrow [00:09:55] "Robots and Blades" Business Model [00:11:03] Competitive...

🚨Badger has gone wild and the law tries to reign him in — with what success? Monkey, meanwhile, studies political theory and comes to the conclusion that nuanced political conversations require carefully defining the terms — and who has time for that? We reap what we sow. ⏳Is Badger a true long-term investor? Luke analyzes his long-term holdings and finds his average holding period to be 3.5 years, with a few outliers, including Enphase $ENPH and SolarEdge $SEDG. We discuss the costs and...

If you’ve ever wondered about the difference between Badger and Monkey, here it is: Monkey spent his weekend getting a haircut, while Badger was playing poker until 6am in a literal castle on the outskirts of Edinburgh. Whose team are you on now? In this week's episode, Luke buys Coherus $CHRS January 2026 options on the strength of Krzysztof's sales pitch in episode 41. “Deep Value” seems to have been the magic phrase that made his claws tingle, despite the “likelihood of failure still...

Krzysztof explains why he’s now heavily invested in a tiny $140 million dollar biotech company, Coherus Biosciences $CHRS. There are two ways to make money in the market, and both have to do with a gap in perceived value. Coherus had very encouraging second quarter results, but an analyst downgrade sent the stock tumbling regardless. Are the downgrade reasons based on how the wall street game is played, or something more fundamental to the company broken? Also in this week's episode, Luke is...

Are we in a recession or not? What is the Sahm Rule Recession Indicator? Why does Claudia Sahm herself not trust its conclusion at the moment? Are we no longer in a capitalist system? A preview of an upcoming conversation about techno-feudalism and the contradictions of capitalism. Blame Monkey for this one. Did Luke get lucky selling Airbnb $ABNB before earnings based on local anecdotal evidence from his visit to the Paris Olympics? When and what is anecdotal evidence good for? We...

While Luke comes home from front row seats at the Paris Olympics, the market tries to rain on his fur by having a historical meltdown and a global margin call. We discuss the $VIX volatility index and just how rocky Monday morning was relative to the 2008 financial crisis and the COVID scare. What caused it all? Krzysztof explains the Japanese carry trade, how it's tied to leverage and why NVIDIA $NVDA potentially seems to have been a trade as much about AI as it was a trade taking...

Krzysztof returns from a Hobbit house getaway while Luke gets ready to head to Paris for the Olympics; tales of travel spark some short-term trauma about lost luggage and Crowdstrike’s $CRWD hand in making lots of people maddeningly upset. If that’s not spicy enough, we briefly discuss historical revolutions and national identities sparked by the Olympics’ opening ceremony’s raw political themes - or is it just a ton of fun that's really only supposed to make sense to the locals? We discuss...

This week, we’re swinging through the vines of US politics, wrestling with the CrowdStrike $CRWD chaos, and dishing updates on Luke’s NuScale Power $SMR position. Strap in — it’s a wild ride! Political Safari: Joe Biden exits the presidential race, shaking up the political landscape. Luke's prediction pays off handsomely, while Krzysztof welcomes the fresh air this brings to the democratic process. CrowdStrike Struck Out: CrowdStrike’s software update causes Windows PCs worldwide to...

Fresh off an assassination attempt, Donald Trump’s political future looms large. Is his return to the Oval Office now inevitable, and what could this mean for the investment landscape? While Krzysztof battles the tail end of COVID, he passes the analytical baton to Luke, who takes a deep dive into three high-stakes companies: Palantir $PLTR NuScale Power $SMR Rocket Lab $RKLB Tune in to find out which of these is Krzysztof's favourite investment, and which he firmly parks in the...

Krzysztof's back from Europe, but he brought COVID with him -- is his pink Care Bears hat an essential part of the recuperative process? Luke commends Krzysztof's bet against corporate real estate and regional banks (puts on $KRE!), and shares some data that supports the doom thesis. Is thorough research essential in identifying investment opportunities, or is it sufficient to take deep abdominal breaths and visualise winning? (Hint - if you have a fool as a counterparty, you're on the...

Badger returns from his motorbike trek to Budapest, but barely survives not losing his head. Monkey is still stuffing his face with cannolis in small-town Sicily (home of shoddy internet speeds and the reason why we have no video this week!). Trump and Biden are two of the most compromised presidential candidates of all time — but is one somehow better than the other from an investing perspective? We discuss the lack of systems thinking, the blaming the other guy syndrome, and whether clean...

While Luke is motorbiking across Europe, Krzysztof is doing aerial acrobatics above Warsaw and dropping down on jet-skis, Bond-style. Luke reads about Ray Kurzweil's latest AI prognostications, which include discovering how to use hundreds of thousands of new compounds, leading to the promise of free energy and the need to capture that energy. Krzysztof, despite his $EOSE investment waiting to flower, cautions in favor of more tempered expectations with all things AI-pie-in-the-sky. $RLAY...

After Badgering Monkey about selling Crowdstrike $CRWD (yet again), Luke discusses the differences between Crowdstrike and Palo Alto Networks $PANW, two strong cybersecurity companies. But l can there only be one? Monkey, meanwhile, wonders whether AI is going to disrupt everything, including SaaS companies like Crowdstrike, or whether certain mega-trends can overpower the impending disruptions. We also discuss the difference in mindset required when investing in best of class businesses...

Luke shares his experience surprising his wife with the new Tesla Model 3 Highland, complete with its futuristic driving features $TSLA — is the smooth buying process enough of a differentiator for Tesla as a car company? Meanwhile, Krzysztof reveals his strategic moves in the “King of the Jungle" portfolio challenge, including a bullish stance on $BTC mining and AI data-warehouser Iris Energy $IREN and why he sold 20% of that position to buy even more shares of Coherus Biosciences...