Politics matter but can they be a distraction for investors? We discuss the way to handle political complexity in the context of Trump's criminal trial. There are over 50 million US crypto wallets. Monkey thinks crypto philosophy runs deep and that crypto policies will strongly influence the upcoming US elections. Badger is sceptical.50% or more invested in one holding: we revisit the principles of risk allocation, and how life context matters when making these decisions. Being an early...

How much should macroeconomic data matter to investors? Do the prices of McDonald’s hamburgers tell us something about the state of the economy? Badger badgers his friend with a 50% portfolio allocation to $NVDA pre-earnings — was he right to do so? Mentioned: risk management, resulting, Monkey’s own violations of risk principles and their consequences, the law of investing gravity. What is passive investing? What are ETFs? How are they contributing to a potential massive investing bubble...

In this special episode, Monkey comes back from a Zen retreat and advises Badger on all the ways he needs to get his life in order. Along the way, we discuss the pitfalls of short-term trading, and why doing less is often more when it comes to investing returns. Most importantly, Monkey challenges Badger to see if he can put away all his tech toys for his week-long retreat: listen to all the creative excuses! ---A humble request to all our listeners: please leave us a review on Apple or...

OpenAI's latest GPT-4 upgrade has Monkey and Badger both amazed and a little concerned. We dive into the mind-blowing new features: human-like voices, lightning-fast responses, and conversations that flow like never before. If you’re a math student or a science student, great news! Your life has just gotten way easier and potentially more optimized if you learn how to use this tool correctly! If you’re an investor in a company like Duolingo $DUOL, caution is advised! Badger notes that...

Remember the Telescope Investing podcast? Hosts Luke and Albert are back for a special reunion episode! While Krzysztof is taking a well-deserved break, Luke and Albert have plenty to catch up on since their last show in 2022. They'll discuss how investing fueled their early retirement, the lessons learned from pandemic-era stock picks (both the wins and the losses!), and the exciting new companies they're watching. Expect laughter as they reminisce about Luke's surprise dance routine at...

In Episode 25, Luke reflects on his magnum-opus 50-day portfolio review on X, including selling $AMZN “too early” to buy a couple of cars. We debate whether that was a mistake or using money appropriately to live fully? https://twitter.com/7LukeHallard/status/1781627421243908513 Monkey wonders how Luke got through 2008 beating the market by double-digits: was it luck in owning $ISRG at the right time, or an aggressive risk profile appropriate for life-stage and life circumstances?...

This week's podcast is a repost from the 7investing podcast feed, where Luke & Krzysztof are Lead Advisors. --- If you’ve ever travelled abroad or tried to send money across international borders, hidden fees and unfair exchange rates have no doubt been a massive and expensive headache. In this week's episode of the 7investing podcast, Lead Advisors Luke Hallard & Krzysztof Piekarski sit down with Rina Wulfing, Senior Manager for the North American policy team at Wise ($WIZEY) to...

The wildlife are getting restless - Badger’s motorcycle has been stolen! He's making up the cost by ensuring he's invested in the world's greatest companies, and in today's episode, we discuss the first of his investing desirables: does the company align with powerful trends that are shaping the future? Are ethics and doing good for the world part of that requirement? How does a company like Nvidia $NVDA compare with Celsius $CELH or Lululemon $LULU? Monkey meanwhile urges caution about...

Is fear stopping you from investing and building your wealth? Investing is risky and fear-inducing, but is also one of the most direct paths to living the life you want. There are many obstacles, one of the biggest of which is fear. On today’s special Owl’s Nest episode, we define fear and suggest ways to become more intimate with it. Badger and Monkey discuss the merits and drawbacks of paper trading: is it a useful tool or does it offer false security? How do poker players...

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...

Monkey badgers Badger about his portfolio review and the insights he's gained thus far. Why did he invest in Sea Limited $SE? What metrics about Cloudflare $NET are giving him pause? Would he buy more now if he didn't own any already? How did knowing Wise as a customer influence his confidence in being a shareholder? $WIZEY “Money won is ten times sweeter than money earned.” Is investing successfully like winning money from the casino that is “the market”? Monkey claims we're already...

Investing that will make you wealthy is as much about your own psychology as it is about the companies you invest in. If you skip the “know thyself” step, you will make terrible mistakes that could have been avoided. Do you think you’re smarter than everyone else? Do you invest for the short or long term? Is your portfolio resilient? Are you susceptible to FOMO? Krzysztof “Monkey” Piekarski and Luke “The Badger” Hallard have not only had great success as investors over 40+ years,...

Is AI a sustainable investing trend? Should AI ethics matter for investors? The newly crowned Best Picture, Oppenheimer, alerts us about how humanity's obsession with science made blowing up the world a non-zero reality. Nvidia $NVDA is a company enabling the next great revolution in technology, but is it too much too quickly? We discuss whether it has gotten too far ahead of itself in terms of capacities, ethics, and market cap, and why Krzysztof sold his position. What’s an essential...

Is Google $GOOGL a bear, a bull or a dodo? Badger buys more, Monkey screeches Be Careful! Meta $META was in a similar position not too long ago, but it has an impenetrable social network moat. Can the same thing be said of Google’s data in a time of AI with companies building language models from the ground up and redefining search? Monkey explains this quandary is what the “too hard bucket” is for, whereas Badger remains confident in his fundamental understanding of the business. We also...

NVIDIA ($NVDA) just dropped a bombshell earnings report, sending the stock market into a frenzy! The results were off the charts, defying expectations and adding billions to the company's market value. But are things truly as rosy as they look? We'll dissect the numbers and get to the bottom of it. Monkey and Badger locked horns before earnings. Both were bullish, but only one will be sipping victory's sweet banana-flavored whiskey tonight! Who called it right? Find out in this...

Do you smell a bubble brewing? Join Badger and Monkey in a lively market breakdown where we crack open the wild world of market bubbles. We'll teach you how to spot these dangerous inflations and protect your portfolio from a devastating pop. Are we in a semiconductor bubble? Is Nvidia riding toward a burst? Will Super Micro Computer share Cisco's fate? These are the burning questions we'll be tackling! We also talk about the difference between GPUs and tulip mania, while turning a...

Last night’s Lyft $LYFT earnings included an extra zero where there wasn’t one and the market reaction was wild! Turns out there’s a big difference between 500 basis points and 50! What are basis points? How do they differ from percentage points? We help you understand margins, and why thinking in basis points is an upgrade over percentages. (Shares of Lyft $LYFT soared more than 60 per cent on Tuesday before falling back sharply, after an error in the ride-hailing company’s quarterly...

Post Super Bowl Sunday, Badger is hung over like a banshee but rolling in the dough nonetheless after making some choice bets. He also reports from the field about the most interesting things he saw and didn’t see in the commercials — Hint: where was crypto? (Monkey’s answer: nearing 50,000 per $BTC!) Monkey wonders about the similarities and differences between gambling and investing. One difference: understanding the fundamentals is what all successful thinkers and investors need to do....

Explicit content warning: Badger doesn’t restrain from telling Monkey how he really feels! Monkey is getting his market ass whooped so hard, Badger calls for an official intervention! “This is what you get for timing the market!” he scolds. Does Monkey listen? Is he too far gone in his “fundamentals matter" myopia? Amidst his counterarguments, he weaves tales of tulip crazes, rampant consumerism, soaring debts, and the pitfalls of "buy now, pay later" schemes, all underpinned by a staunch...

Are you tired of getting trampled in the stock market stampede? Join us for a wild ride in this episode as Monkey bares all about his market-timing blunders and the hefty price tag they came with. Dive into his thought process to sidestep these common investing pitfalls yourself. Meanwhile, Badger is snoozing soundly, his cave brimming with dollars, thanks to his steadfast belief in the "market-timing-is-impossible" mantra. Pay close attention to his philosophy for a stress-free investment...

"I think that there's a whole swath of current people investing that are going to get wiped out. They will get wiped out because they have never experienced emotionally, psychologically down markets. It is absolutely brutal to wake up, look at your screen and see red day after day after day after week. I don't think most investors today have any idea what that feels like." ~MrNotAdvice We do not want to scare our listeners, but being a savvy investor requires being aware of the risks and...

Bitcoin #BTC — aka digital gold — was approved last week to be traded as ETFs, causing much celebration from investors who now have an easier time owning it. But all that glitters might not be gold, says our guest Vulture, aka @MrNotAdvice. If you care about free markets, their manipulation, and are concerned about Bitcoin losing some of its purity and philosophical principles, this episode is for you. Life in the investing jungle can be red in tooth and claw! So we also asked Mr. Not...

#BTC Why is the #bitcoinETF approval such a big deal? Do you worry about inflation? Does it matter to you that the biggest barriers to investing in bitcoin are now removed? And that it does gold’s job, but better? Badger and Monkey discuss the BIG DEAL that is Bitcoin + ETF.

$RKLB Monkey loves @RocketLab as the best alternative to investing in SpaceX .So for the King of the Jungle Investing Challenge he bought some Feb '24 $7 call options. Was this a reckless bet? Can Luke maintain his composure in the face of Monkey's shenanigans, like the Badger ninja he is? There's also an extremely important lesson here about ODTE options. Hint: DON'T.

The new year is an opportunity to weed out old habits that prevent us from being the best beastly versions of ourselves and the best investors we can be — the two are often intertwined! Badger starts his resolutions by committing himself to increasing the concentration of his portfolio while Monkey aims to undertake fewer projects and to go deeper into the ones he’s most excited about. Slowing down, and doing less is often more, both in life and in investing, so we both commit to being more...