Description
Before returning to the UK, Badger paid his pal Monkey a visit in Austin. Shenanigans ensued, including, but not limited to:
A trip to the Apple $AAPL store to try the Vision Pro headset. Was the demo experience enough to convince Luke to drop Android and buy into Apple’s metaverse aspirations?
Since the Wise $WIZEY Austin headquarters were nearby, we were graciously able to take a tour of the company’s new digs. You’ll hear more about Wise in an upcoming episode, but we do examine a tried and true (?) Peter Lynchian principle: invest in what you know.
Tesla $TSLA released their delivery numbers and they weren’t pretty. We discuss how to think about Tesla's short-term pain, while still having the potential to become the world’s largest company. The ambivalence of forces at play reminded Monkey of Nvidia $NVDA after a shortfall in revenue that was crypto-related. Those who took advantage profited wildly. Is more caution warranted with Tesla at the moment?
Before flying home, Monkey and Mrs. Monkey played a few hours of poker with the Badger. We recorded the footage and analyze the big hand. Annie Duke, what would you have done differently?
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👑 Badger plays poker in Vietnam; Monkey sees an important investing lesson for 'busting on the bubble'.
👾 Trump’s election is a 🟢 for $BTC and $LINK, legit crypto. Monkey talks about journalist Laura Shin’s article on the Dem’s regulatory mistakes
💵 Monkey wants crypto back in his King of the...
Published 11/19/24
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📚 Bradford DeLong, Economic historian and author of Slouching Towards Utopia: An Economic History of the Twentieth Century, joins...
Published 11/13/24