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 consider some examples: $AAPL $NFLX $TSLA. Luke reaches 12,000 followers on X on the strength of his investing success and meticulous record keeping. We answer a few questions from listeners, including what company could we not pull a trigger on despite wanting to: $META $PLTR $AAPL. Badger provides an update on Axon’s $AXON latest fantastic earnings. Meanwhile, Monkey explains why he thinks $EOSE will be the better investment in two years’ time despite his own enthusiasm for $AXON. We talk about the perceived risk of Eos Energy $EOSE and its new partnership with Cerberus: friend or foe? Can we know for sure?

Segments:

[00:00:00] Introduction

[00:00:58] Are we in a Recession?

[00:12:19] Why Luke Sold Airbnb BeforeEarnings

[00:20:49] Luke's 'Ask Me Anything'

[00:33:15] Axon Earnings

[00:35:53] EOS vs Axon

[00:38:09] EOS Earnings

---
A humble request to all our listeners: please leave us a review on Apple or Spotify if our Wall Street Wildlife episodes have helped you become a better investor.
You can find more episodes of the podcast at ⁠wallstreetwildlife.com⁠ where you can also get our "10 Laws of the Investing Jungle" free PDF download, and you can follow us at:
⁠X.com/7LukeHallard⁠
⁠X.com/7FlyingPlatypus
Wall Street Wildlife is also on Instagram @wallstreetwildlife.
---
Fed up with the stock market giving you a hard time?
- Invest like seasoned pros with over 40 years in the game
- Discover the world's leading companies
- Sharpen your best investing practices and ditch the worst
- Learn how to start investing
- Essential investing principles to boost your returns
---
investing in stocks for beginners, stock trading for beginners, stocks and shares for beginners, investing 101, learn how to invest, stock market for dummies

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 advantage of free money loans given out by Japan.

No strangers to the upsetting emotions of extreme market drops — we outline practical steps to take advantage of panic, and to make sure you’re not one of the lemmings getting crushed by fear, and reacting instead of acting with discernment. Have you tried the investing buddy system?

Krzysztof also voices a complaint: Bitcoin $BTC did not pass his test for store of value, while gold most certainly did. Is this a short term issue or is Bitcoin not a true decoupled asset from the global financial system? Badger wants to know how this failed performance will affect Monkey’s BTC stack.

With good tech earnings from $GOOG Google and $AMZN Amazon and Apple $AAPL, why have there been such massive price swings both up and down? It’s another sign the systemic risk is real and that the market at this moment is far from an efficient one. We therefore examine a few fixed income strategies such as short-term Treasuries to help you protect your capital.

Have you checked out Luke’s Axon $AXON deep-dive? It will convince you to pay attention to this excellent company as an antidote to all the fear - but even this one is wildly over-valued, and that's a recipe for danger in a fragile market!

https://x.com/7LukeHallard/status/1818665453738140153

How well do you sleep at night with your investment portfolio? Let us help you take the stress and fear out of investing. You can find the 10 Laws of the Investing Jungle at wallstreetwildlife.com.

Segments:

[00:00:00] - Introduction

[00:04:24] - Black Monday, August 2024 Edition - What Happened?

[00:15:32] - How Can You Protect Yourself?

[00:27:39] - How Was Bitcoin Impacted?

[00:33:35] - Is Today A Buying Day?

[00:36:20] - The Benefit of Having an Investing Buddy System

[00:38:47] - Conclusions

---
A humble request to all our listeners: please leave us a review on Apple or Spotify if our Wall Street Wildlife episodes have helped you become a better investor.
You can find more episodes of the podcast at ⁠wallstreetwildlife.com⁠, and you can follow us at:
⁠X.com/7LukeHallard⁠
⁠X.com/7FlyingPlatypus⁠
Wall Street Wildlife is also on Instagram @wallstreetwildlife.
---
Fed up with the stock market giving you a hard time?
- Invest like seasoned pros with over 40 years in the game
- Discover the world's leading companies
- Sharpen your best investing practices and ditch the worst
- Learn how to start investing
- Essential investing principles to boost your returns
---
investing in stocks for beginners, stock trading for beginners, stocks and shares for beginners, investing 101, learn how to invest, stock market for dummies

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 whether the US is facing a debt crisis worse than 2008, highlighting alarming insights from Balaji Srinivasan about the staggering $175 trillion debt level. Lots of scary charts and difficult decisions to make based on the data, which you can see in full at: https://balajis.com/p/americas-175-trillion-problem We also consider the ethical fine line in short selling, focusing on the case against Andrew Left of Citron Capital for alleged securities fraud and the ethics of market manipulation and finance journalism. We also address a viewer’s question on selling investments with outsized growth, discussing different approaches to this "nice-to-have" problem. Badger has been hard at work in his burrow yet again, this time composing a Deep Dive on Axon Enterprise $AXON, one of his favorite companies; in this episode, he shares a short highlight about the company’s margins and financial strengths. We conclude with an update on the King of the Jungle portfolio competition, emphasizing the importance of compound interest and consistent long-term investing, and how quickly adding $100 a month can add up — Badger even breaks out a trusty compound calculator quizzing Monkey on just how much money it’s possible to make if you get started early and just follow a consistent approach.

Segments:

[00:00:00] Introduction

[00:01:45] The Paris Olympics Opening Ceremony

[00:08:06] The Singularity Is Nearer, When We Merge with AI - Ray Kurzweil

[00:14:00] Should You Sell A Position If You Get Outsized Growth?

[00:19:34] Is The US On The Verge Of A Debt Crisis Bigger Than 2008?

[00:39:29] When is Short Selling Actually Market Manipulation?

[00:49:13] King Of The Jungle Portfolio Challenge Update

[00:57:23] The Magical Power of Compound Interest

[01:00:23] Why is Axon Becoming a Software Company ---
A humble request to all our listeners: please leave us a review on Apple or Spotify if our Wall Street Wildlife episodes have helped you become a better investor.
You can find more episodes of the podcast at ⁠wallstreetwildlife.com⁠, and you can follow us at:
⁠X.com/7LukeHallard⁠
⁠X.com/7FlyingPlatypus⁠
Wall Street Wildlife is also on Instagram @wallstreetwildlife.
---
Fed up with the stock market giving you a hard time?
- Invest like seasoned pros with over 40 years in the game
- Discover the world's leading companies
- Sharpen your best investing practices and ditch the worst
- Learn how to start investing
- Essential investing principles to boost your returns
---
investing in stocks for beginners, stock trading for beginners, stocks and shares for beginners, investing 101, learn how to invest, stock market for dummies

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 crash, creating tech mayhem in critical sectors. Luke explains the fix: patch was swiftly issued, but in many cases required hands-on intervention to deploy. We ponder the implications: is this a short-lived hiccup or a harbinger of challenges to come? How much of a problem is it for shareholders, and what are we doing about it in our own investment portfolios?

Drawing parallels with Chipotle Mexican Grill’s $CMG e-coli debacle, we explore the perilous art of dodging investment disasters -- is it okay this time to catch a falling knife?

Power Plays with NuScale Power:

As though that’s not enough, Luke also breaks down a decision with his $SMR NuScale Power stock position, after reflecting on last week's analysis. Revenue is years away and the stock has been on an absolute tear, time to buckle down and HODL, or did he run for the hills?

If you enjoy our banter, please leave us a review!

Segments:

[00:00:00] Introduction

[00:01:08] Biden Steps Down

[00:08:44] CrowdStrike Struck-Out

[00:24:11] NuScale Power

[00:27:07] CrowdStrike - What Are We Doing?

[00:46:30] Why Is Wall Street Wildlife Different?

---
A humble request to all our listeners: please leave us a review on Apple or Spotify if our Wall Street Wildlife episodes have helped you become a better investor.
You can find more episodes of the podcast at ⁠wallstreetwildlife.com⁠, and you can follow us at:
⁠X.com/7LukeHallard⁠
⁠X.com/7FlyingPlatypus⁠
Wall Street Wildlife is also on Instagram @wallstreetwildlife.
---
Fed up with the stock market giving you a hard time?
- Invest like seasoned pros with over 40 years in the game
- Discover the world's leading companies
- Sharpen your best investing practices and ditch the worst
- Learn how to start investing
- Essential investing principles to boost your returns
---
investing in stocks for beginners, stock trading for beginners, stocks and shares for beginners, investing 101, learn how to invest, stock market for dummies

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 uninvestible bucket!

We also unpack a controversial tweet by Cathie Wood of Ark Invest, shedding light on the often self-serving nature of professional money managers who prioritize their profits over their clients' best interests.

Meanwhile, our two-year $EOSE vs $AXON bet still needs a prize. Perhaps a trip to the company HQ in Pittsburgh or Arizona? Tweet us to help us figure out the stakes, and get a shout-out on next week's episode!

Segments:

[00:00:00] Introduction

[00:01:27] Has the Political Landscape Changed

[00:06:53] Stakes in the EOS vs AXON Bet!

[00:14:07] Ark Invest Said The Quiet Part Out Loud

[00:23:55] Palantir

[00:33:10] Rocket Lab

[00:40:42] NuScale Power

[00:50:31] Palantir vs Rocket Lab vs NuScale

[00:55:17] The Seductive Nature of Technical Trading

---
A humble request to all our listeners: please leave us a review on Apple or Spotify if our Wall Street Wildlife episodes have helped you become a better investor.
You can find more episodes of the podcast at ⁠wallstreetwildlife.com⁠, and you can follow us at:
⁠X.com/7LukeHallard⁠
⁠X.com/7FlyingPlatypus⁠
Wall Street Wildlife is also on Instagram @wallstreetwildlife.
---
Fed up with the stock market giving you a hard time?
- Invest like seasoned pros with over 40 years in the game
- Discover the world's leading companies
- Sharpen your best investing practices and ditch the worst
- Learn how to start investing
- Essential investing principles to boost your returns
---
investing in stocks for beginners, stock trading for beginners, stocks and shares for beginners, investing 101, learn how to invest, stock market for dummies

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 right side of the trade)

We also make a new bet: $EOSE vs $AXON in two years’ time. Krzysztof backs EOS for its high potential gains, while Luke supports Axon's steady growth and innovations in making the world a safer place. We need *your help* in deciding the stakes! Please send us your suggestions on X or leave a comment on YouTube!

To close the episode, Krzysztof dives into the state of Bitcoin and crypto, advocating a thoughtful approach to investing in this volatile market and the need to define crypto accurately, avoiding lumping legitimate projects with casino gambling. How should investors without $BTC start their journey today?

Segments:

[00:00:00] Introduction

[00:05:22] Betting Against Corporate Real-Estate

[00:12:24] Why There Is Alpha

[00:16:47] EOS vs AXON Bet

[00:26:08] What’s Happening with Bitcoin?

---
A humble request to all our listeners: please leave us a review on Apple or Spotify if our Wall Street Wildlife episodes have helped you become a better investor.
You can find more episodes of the podcast at ⁠wallstreetwildlife.com⁠, and you can follow us at:
⁠X.com/7LukeHallard⁠
⁠X.com/7FlyingPlatypus⁠
Wall Street Wildlife is also on Instagram @wallstreetwildlife.
---
Fed up with the stock market giving you a hard time?
- Invest like seasoned pros with over 40 years in the game
- Discover the world's leading companies
- Sharpen your best investing practices and ditch the worst
- Learn how to start investing
- Essential investing principles to boost your returns
---
investing in stocks for beginners, stock trading for beginners, stocks and shares for beginners, investing 101, learn how to invest, stock market for dummies

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 energy and Inflation Reduction Act businesses would do better under Biden part II than under Trump part II. Mentioned: Nate Silver’s 538 election outcome probabilities https://projects.fivethirtyeight.com/2024-election-forecast/?cid=rrpromo and Betfair.com.

As the world gets increasingly more complex, it also becomes more dangerous. Badger talks about the companies he’s going to focus on more exclusively in response to the shifting AI/cybersecurity demands, including CrowdStrike $CRWD and Anduril. Monkey is thrilled to hear this, and offers his own area of focus in a time of increasing energy needs: battery companies. $EOSE $ENVX

Financial statements can keep many folks from investing. But former CFO @IAmClintMurphy reframes them in language you can understand: Is your company stable? profitable? will it survive?

Let us know how you see the upcoming US presidential election affecting your life as an investor, and what megatrends and specialized areas you’re focusing on in the coming months and years!

Segments:

[00:00:00] Intro

[00:03:31] How Will The Next Government Impact Our Investments

[00:13:35] Investing in an Increasingly Dangerous World

[00:17:52] What Financial Statements Tell You About A Company

---
A humble request to all our listeners: please leave us a review on Apple or Spotify if our Wall Street Wildlife episodes have helped you become a better investor.
You can find more episodes of the podcast at ⁠wallstreetwildlife.com⁠, and you can follow us at:
⁠X.com/7LukeHallard⁠
⁠X.com/7FlyingPlatypus⁠
Wall Street Wildlife is also on Instagram @wallstreetwildlife.
---
Fed up with the stock market giving you a hard time?
- Invest like seasoned pros with over 40 years in the game
- Discover the world's leading companies
- Sharpen your best investing practices and ditch the worst
- Learn how to start investing
- Essential investing principles to boost your returns
---
investing in stocks for beginners, stock trading for beginners, stocks and shares for beginners, investing 101, learn how to invest, stock market for dummies

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 therapeutics being a good example: while it has the strongest AI platform in biotech, getting the drugs from clinical trials to revenue is a whole 'nother ballgame.

Escape velocity in longevity science: fact or fiction? We discuss and debate whether we'll be young enough to take advantage of all the medical advances. Hint: Badger needs to replace the bourbon with some tomato juice!

Read more here: https://www.economist.com/by-invitation/2024/06/17/ray-kurzweil-on-how-ai-will-transform-the-physical-world

AI avatars are coming to British politics. Is this another sign that we're at some kind of AI bubble/market top?

$NVDA, the poster child of AI, is an astoundingly great company. But does that make it a good investment from these levels? Krzysztof discusses the dangers of being an arrogant investor who disregards valuations and disparages the old in favor of the new, with absolutist thinking.

See Walter Deemer's Special report from 2000 about investing arrogance: https://www.walterdeemer.com/m3spcl.htm

Segments:

[00:00:00] Intro
[00:02:22] Ray Kurzweil on how AI will transform the physical world
[00:11:03] AI Fakery in UK Politics
[00:14:13] The Dangers of Arrogance in Investing

---

A humble request to all our listeners: please leave us a review on Apple or Spotify if our Wall Street Wildlife episodes have helped you become a better investor.

You can find more episodes of the podcast at ⁠wallstreetwildlife.com⁠, and you can follow us at:

⁠X.com/7LukeHallard⁠

⁠X.com/7FlyingPlatypus⁠

Wall Street Wildlife is also on Instagram @wallstreetwildlife.

---

Fed up with the stock market giving you a hard time?

- Invest like seasoned pros with over 40 years in the game

- Discover the world's leading companies

- Sharpen your best investing practices and ditch the worst

- Learn how to start investing

- Essential investing principles to boost your returns

---

investing in stocks for beginners, stock trading for beginners, stocks and shares for beginners, investing 101, learn how to invest, stock market for dummies