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

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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.

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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

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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 with lofty valuations, and small caps that are much riskier but cheaper and with more binary outcomes.

Krzysztof offers his view on the recent Apple Intelligence announcements and why he’s pleasantly surprised about what he heard. Hint: privacy + AI are an essential combination, and Apple will finally give customers a reason to upgrade their phones. Perhaps the recent spike in valuation is justified?

Chapters:

00:00:00 Intro
00:01:02 CrowdStrike vs Palo Alto Networks
00:11:43 What does Luke look for in a good investment?
00:19:17 Apple Intelligence

---

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

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 $CHRS.

The jungle duo also dives into ethical investing as Luke considers adding Palantir $PLTR and explains how the company could be seen as a force for good. Amid the tech talk, they reflect on the complexities of investing within ethical parameters.

---
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