Episodios

  • E117: SaaS Apocalypse or Buying Opportunity? + The "Starter Position" Secret to Better Gains

    E117: SaaS Apocalypse or Buying Opportunity? + The "Starter Position" Secret to Better Gains
    Feb 1 2026
    This week is a Community Q&A Special – you asked, we answered! We dive deep into your burning questions on portfolio strategy, whether the "SaaS apocalypse" will impact Cybersecurity, and finding the next big winner.🎓 Options University Success – Hear from our first cohort of graduates! Discover how we’re using options for consistent income and portfolio insurance without the "gambling" mindset.🍋 The $LMND Entry Strategy – Struggling to pull the trigger on a stock? We discuss the psychology of the "Starter Position" and why getting skin in the game is more important than timing the perfect bottom.🔐 Cybersecurity Bear Case – Why are $RBRK and $ZS lagging despite the hype? We break down the institutional selling pressure and whether AI is about to disrupt the entire security model.💼 Luke’s Portfolio Secret – Ever wonder why Luke holds 28+ positions? We deconstruct the "Barbell Strategy" and the psychological tricks he uses to manage risk and reduce friction.🧸 Investing for the Next Gen – How to turn a trip to the toy store into a lesson on compounding. Practical, actionable tips for getting your kids or teenagers excited about stock ownership, and getting their money working for them rather than them working for their money!🚀 Asymmetric Upside Picks – The ultimate showdown. Monkey makes the bull case for $ASTS as a massive risk-adjusted bet, while Luke defends $MELI and its unstoppable logistics moat in Latin America.Segments:00:00 Introduction01:03 Options University Testimonials06:19 Community Portfolio Update: $IREN Wins!11:37 Lemonade Entry Strategy Question $LMND17:25 The Psychology of Starter Positions21:48 Cybersecurity Bear Case: Rubrik & Zscaler $RBRK $ZS24:12 The SaaS Apocalypse Explained27:11 Why Cybersecurity Should Be Different32:05 Seat-Based Revenue Model Concerns34:12 Portfolio Construction: Why So Many Small Positions?38:14 The Barbell Strategy Explained43:35 How Should Young People Get Started Investing?54:34 Best Asymmetric Upside Bet?55:10 Monkey's Pick: AST SpaceMobile $ASTS59:54 Badger's Pick: Mercado Libre $MELI01:05:25 Valuation Analysis Using Fiscal AI01:10:00 Filtering the World's Fastest Growing Companies01:15:09 Conclusion**********If you want to see our furry faces, this podcast is also available on YouTube at ⁠https://www.youtube.com/@WallStreetWildlife?sub_confirmation=1⁠**********SUPPORT THE SHOW AND BECOME A PATREON:https://wallstreetwildlife.com**********Follow us at:⁠⁠x.com/7LukeHallard⁠x.com/7FlyingPlatypus**********Fiscal.AI is the Complete Stock Research Platform for fundamental investors. With its beautiful design and institutional-quality data, Fiscal AI is incredibly powerful and easy to use.Get 15% off any premium plan with:https://fiscal.ai/wildlife**********Monkey’s “Zen, Nietzsche, How to Live” Substack:http://firephilosophy.substack.com**********To use the same portfolio tracking tool as Luke, check-out:⁠https://www.portseido.com/?fpr=lukehallard**********Disclosure: Wall Street Wildlife hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation**********Fed up with the stock market giving you a hard time?- Invest like seasoned pros with over 40 years in the game- Discover the world's leading companies- Sharpen your best investing practices and ditch the worst- Learn how to start investing- Essential investing principles to boost your returnsKeywords:$ASTS, $MELI, $LMND, $RBRK, $ZS, $IREN, asymmetric upside, portfolio construction, barbell strategy, SaaS apocalypse, cybersecurity stocks, how to teach kids investing, options trading for income, stock market psychology, starter positions, Fiscal AI, technical analysis for long term investors
    Más Menos
    1 h y 17 m
  • E116: The Fastest Growing Companies of 2025, Investing in Nuclear & The Rise of the "Ants" 개미

    E116: The Fastest Growing Companies of 2025, Investing in Nuclear & The Rise of the "Ants" 개미
    Jan 25 2026

    🚀 Explosive Revenue Growth: We break down the companies putting up undeniable numbers in 2025. From Nebius $NBIS clocking 441% growth to the hottest data center plays. How do you distinguish a value trap from a rocket ship?

    ⚛️ The Nuclear Second Chance: Luke shares a painful investing confession - buying NuScale Power $SMR early, selling in frustration, and watching it go parabolic without him. But the nuclear thesis isn't over. We discuss why the sector is heating up again and if there's still time to get in.

    🔋 Is Brookfield Renewable $BEPC the "safer" nuclear bet? We analyze the incumbent powerhouse with 51% ownership of Westinghouse, massive Microsoft contracts, and a juicy 4% dividend yield.

    🌏 The "Ants" Are Marching: We kick off with a special welcome to our massive influx of listeners from South Korea. We dive into the "Ants" investing movement, why Korean retail investors are becoming a major force in global markets, and the specific sectors they're targeting right now.

    ⚖️ Portfolio Triage: What do you do when one stock becomes half your net worth? Monkey breaks down why he finally trimmed his massive EOS position, while Luke discusses the psychological shift toward income stocks and better risk management. $EOSE

    🤖 The AI Productivity Trap: A reality check on New Year's resolutions. Monkey reveals how tools like Claude Code are changing the game for developers, but warns against the temptation to do "everything, everywhere, all at once."


    Segments:

    00:00 Cold Open

    00:48 The Korean Investing Community

    07:28 Fastest Growing Companies of 2025

    18:13 Luke's Nuclear Power Journey: NuScale Power $SMR

    25:56 Investing in Brookfield Renewable $BEPC

    30:02 New Year's Resolutions: Year in Review

    39:46 Fitness & Health Resolutions

    44:41 Final Thoughts & Closing

    **********

    If you want to see our furry faces, this podcast is also available on YouTube at ⁠https://www.youtube.com/@WallStreetWildlife?sub_confirmation=1⁠

    **********

    SUPPORT THE SHOW AND BECOME A PATREON:

    https://wallstreetwildlife.com

    **********

    Follow us at:

    ⁠⁠x.com/7LukeHallard

    ⁠x.com/7FlyingPlatypus

    **********

    Fiscal.AI is the Complete Stock Research Platform for fundamental investors. With its beautiful design and institutional-quality data, Fiscal AI is incredibly powerful and easy to use.

    Get 15% off any premium plan with:

    https://fiscal.ai/wildlife

    **********

    Monkey’s “Zen, Nietzsche, How to Live” Substack:

    http://firephilosophy.substack.com

    **********

    To use the same portfolio tracking tool as Luke, check-out:

    ⁠https://www.portseido.com/?fpr=lukehallard

    **********

    Disclosure: Wall Street Wildlife hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation

    **********

    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

    Keywords:

    Wall Street Wildlife, Investing Podcast, Stock Market 2025, Nuclear Energy Stocks, SMR Stock analysis, New Scale Power, BEPC Stock, Brookfield Renewable Partners, Korean Retail Investors, Ants Investing Korea, High Growth Stocks 2025, Portfolio Rebalancing, Risk Management, Dividends, Claude AI for coding, Passive Income Strategy, Luke Hallard, Investing Resolutions
    Más Menos
    46 m
  • E115: Are We All Gamblers Now? + Why Market Valuations (P/E) Are Fake

    E115: Are We All Gamblers Now? + Why Market Valuations (P/E) Are Fake
    Jan 18 2026
    🎰 The Degeneracy Trap – Is the economy forcing investors into a casino mindset? We dissect the viral debate on "financial nihilism" and why the pressure to get rich quick is destroying portfolios.💪 Skills vs Luck – The antidote to social media envy. Why compounding your skillset is the only reliable hedge against inflation, stagnant wages, and the housing crisis.📊 The P/E Ratio Myth – Why looking at historical P/E ratios might be costing you money. We break down how accounting rule changes and stock-based comp have distorted the "market is overvalued" narrative.⚡ Selling Winners? – Luke explains the painful but necessary decision to trim his Axon position. A deep dive into Price-to-Gross-Profit reveals why a 32x multiple signaled it was time to take chips off the table.💄 Oddity: The New King of the Jungle – Krzysztof unveils his latest portfolio addition. See how combining patience, technical analysis, and fundamental strength led to the perfect entry point.📉 Options Mistakes & Lessons – We strip back the ego and discuss our recent losses with Cipher and Quantum Computing. Learn why paying too much for volatility or misjudging the clock can zero out your returns.🎓 The Alpha Strategy – A sneak peek into the upcoming Patreon Options Course. Krzysztof reveals advanced strategies, including how to sell calls against purchased options to lower your cost basis.💊 Novo Nordisk's Pivot – The community portfolio's top pick is up 34%, but the run might just be starting. We discuss the massive implications of weight-loss drugs moving from injections to oral pills.Sources:Degeneracy Post and Response:https://x.com/systematicls/status/2004900241745883205https://x.com/JaredKubin/status/2006028297688297475The Broken Yardstick, why historical Price-to-Earnings (P/E) comparisons are fundamentally flawed:https://manuinvests.substack.com/p/the-broken-yardstick-why-your-historicSegments:00:00 Introduction: Patience vs Degeneracy02:11 Krzysztof's Options Course Marathon03:30 Ski Season Begins & One Battle After Another07:22 Degeneracy Debate: Are We Becoming Gamblers?11:47 The Case for Compounding Skills16:50 Rejecting Social Media Comparison Culture20:23 Asset Bubbles & Historical Context24:25 PE Ratios: Why Historical Comparisons Fail34:38 Axon Enterprise Valuation Analysis42:16 Oddity: Monkey's Latest Addition50:20 Combining Fundamentals with Technicals51:59 Options Timing: The Critical Variable56:10 Cipher Options Error & Strategy Missed01:00:47 Options Course Beta Testing Announcement01:03:23 Novo Nordisk & Oral Weight Loss Drugs**********If you want to see our furry faces, this podcast is also available on YouTube at ⁠https://www.youtube.com/@WallStreetWildlife?sub_confirmation=1⁠**********SUPPORT THE SHOW AND BECOME A PATREON:https://wallstreetwildlife.com**********Follow us at:⁠⁠x.com/7LukeHallard⁠x.com/7FlyingPlatypus**********Fiscal.AI is the Complete Stock Research Platform for fundamental investors. With its beautiful design and institutional-quality data, Fiscal AI is incredibly powerful and easy to use.Get 15% off any premium plan with:https://fiscal.ai/wildlife**********Disclosure: Wall Street Wildlife hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation**********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 returnsKeywordsInvesting Psychology, Financial Nihilism, Stock Market Gambling, Axon Enterprise Stock Analysis, ODD Stock, Oddity Tech, Novo Nordisk Stock, PE Ratio Explained, Is the Market Overvalued, Options Trading Mistakes, Technical Analysis Strategy, Compounding Wealth, Wall Street Wildlife
    Más Menos
    1 h y 8 m
  • E114: 2026 Market Predictions: The Stocks That Will 10X (and the Ones That Will Crash)

    E114: 2026 Market Predictions: The Stocks That Will 10X (and the Ones That Will Crash)
    Jan 11 2026
    This week, we dust off the crystal ball to deliver a "big banger" of an episode entirely focused on predictions for 2026. From the AI revolution to the future of the Magnificent Seven, we're putting our reputations on the line.In this episode:🤖 AI's Next Big Move: We debate which industries will benefit most from AI adoption, with a focus on manufacturing, logistics, and the surprise contender: insurance.📉 Mag 7 Shakeup: A controversial take on why Apple might lose its dominant position by 2030.🔮 The 2026 Crypto & Commodity Play: A heated debate on where to park value—will it be Uranium, Gold, or is Bitcoin destined to crush Silver?🦁 WallStreetBets vs. The Wildlife: We review a Reddit poll on the "Best Stock of 2026" and give our verdict on their top picks, including ASTS and Reddit itself.🚀 Portfolio Wars: Which of our personal holdings will see the biggest gains? We make the bull case for Rocket Lab, UiPath, and Coherus.🛰️ The Space Race: Will ASTS make a commercial call before Starlink? Plus, will Rocket Lab's Neutron finally reach orbit?🎰 Vegas Bound: Details on the upcoming Wall Street Wildlife Patreon meetup in Las Vegas!Segments:00:00 Introduction & Christmas Recap03:25 2026 Predictions Overview05:10 Which Industry Benefits Most from AI? $SYM $LMND $OSCR08:10 Who Wins the AI Agents Race? $PATH $GOOG10:50 Magnificent Seven Shake-Up: Who Falls & Who Replaces Them? $AAPL $META13:30 Tesla Robotaxis in Texas - Reality Check $TSLA16:55 Most Valuable Company by Year-End $GOOG #SpaceX19:17 Commodities Battle: Bitcoin, Gold, Silver, or Uranium? $BTC23:40 Will the 10-Year Yield Exceed 6%?26:40 Dollar Decline vs. Safe Havens $BTC $USD29:20 Sovereign Debt Crisis - Will G7 Countries Survive?33:35 Wall Street Bets Stock Picks - Best & Worst $PATH $DUOL $RKLB $RDDT $MELI41:49 Most Overhyped Stocks $NVO $MMED $LLY $QUBT $RGTI $GOOG $IBM46:52 Geopolitical Portfolio Positioning - Defense & Energy #Anduril $CEG $ONDS51:32 Biggest M&A Deal of 2026 $RLAY $PRCT $LYFT54:37 Highest Gainer in Our Portfolios $EOSE $MELI $CHRS58:10 Broken Thesis in Our Portfolios $SLNH $GNS01:02:14 Chainlink & Tier-1 Banks $LINK01:05:40 ASTS vs. Starlink: First Commercial Call $ASTS #SpaceX01:11:22 Rocket Lab: Neutron to Orbit? $RKLB01:12:00 CEOs Citing Prediction Markets $COIN 01:15:43 Rapid Fire: Homes vs. Data Centers01:16:34 Rapid Fire: Verified Human Tier01:18:04 Rapid Fire: Tokenized Real Estate01:19:00 Rapid Fire: AI Crime & Lawsuits01:21:53 Badger vs. Greggs Sausage Rolls $GRG01:23:11 Most Improbable Las Vegas Meetup Prediction01:24:12 Portfolio Performance Battle01:26:45 Predictions Wrap-Up01:27:32 Market Bottlenecks in 202601:30:40 Las Vegas Meetup Update**********If you want to see our furry faces, this podcast is also available on YouTube at ⁠https://www.youtube.com/@WallStreetWildlife?sub_confirmation=1⁠**********SUPPORT THE SHOW AND BECOME A PATREON:https://wallstreetwildlife.com**********Follow us at:⁠⁠x.com/7LukeHallard⁠x.com/7FlyingPlatypus**********Fiscal.AI is the Complete Stock Research Platform for fundamental investors. With its beautiful design and institutional-quality data, Fiscal AI is incredibly powerful and easy to use.Get 15% off any premium plan with:https://fiscal.ai/wildlife**********Disclosure: Wall Street Wildlife hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendationKeywords:Stock Market Predictions 2026, Best Stocks to Buy 2026, 10x Stocks 2026, Stock Market Crash 2026, WallStreetBets Picks 2026, High Risk Investing, RKLB Stock, ASTS SpaceMobile, Tesla Robotaxi, Bitcoin Prediction 2026, AI Stocks to Buy, Mag 7 Shakeup, Crypto vs Gold, Space Investing, Sovereign Debt Crisis, Uranium Squeeze, Top Growth Stocks 2026, Chainlink CCIP, SpaceX IPO, GlP-1 Bubble, $RKLB, $ASTS, $TSLA, $PATH, $LMND, $SYM, $BTC, $GOOG, $MELI, $RDDT, $LINK, $EOSE, $CHRS
    Más Menos
    1 h y 33 m
  • E113: The Laws of the Options Jungle (Why 90% of Traders Fail)

    E113: The Laws of the Options Jungle (Why 90% of Traders Fail)
    Jan 4 2026
    Happy New Year, Beasties! Welcome to 2026! 🎉In this special New Year’s Day episode, Monkey (Krzysztof) and Badger (Luke) kick off the year with a massive reveal. While Badger was navigating the chaos of London at 4am, Monkey was deep in the lab engineering a game-changing tool for the community.Welcome to "The Laws of the Options Jungle." 🌿For too long, retail investors have been told that options are just dangerous gambling tickets for the reckless. Today, Monkey flips the script entirely. He unveils a new educational blueprint designed to teach the "Wall Street Wildlife way" of using options: stop being the gambler and start being the insurance company.Badger steps up as the "guinea pig" for a live demo of this new framework. Together, they break down why the market is neutral, how to master your own psychology, and why even long-term investors need these tools in their arsenal.In this episode, we cover:🦁 The Reveal: Monkey debuts his secret project: a comprehensive, safety-first options course built specifically for the Wall Street Wildlife community.⚖️ The First Law: "The jungle is neutral. It feeds the prepared and eats the impulsive." We explain what this means for your money.🧠 Psychology First: Why monitoring greed and avoiding revenge trading are your primary defense against the market.🛡️ Options as Insurance: Using puts and calls to be the "House" rather than the player.📐 The Mechanics: We peel back the curtain on the Black-Scholes-Merton model and Implied Volatility (IV) without the headache.📢 Patreon Exclusive: We are opening a limited beta run of this course for our Dolphin Tier and above members. We are looking for ~20 dedicated beasties to join the first cohort, provide feedback, and help us iterate.👉 Join the Tribe & Apply for the Beta here: https://www.patreon.com/posts/e113-laws-of-why-147220247Segments:00:00 Intro & New Year's Banter02:15 "Time is the Only Currency"05:18 Introducing the Options Course08:54 Who is This Course For?10:22 Luke’s Experience: Gambling vs. Strategy13:54 Live Demo: The Blueprint Website21:58 The Laws of the Jungle: Monitor Greed26:17 How to "Be The House" (Insurance)28:48 No Revenge Trading & Framing Risk35:11 Portfolio Size: How Much Do You Need?37:32 The Greeks & Implied Volatility42:14 Can Beginners Use Options?44:55 How to Join the Beta Cohort**********If you want to see our furry faces, this podcast is also available on YouTube at ⁠https://www.youtube.com/@WallStreetWildlife?sub_confirmation=1⁠**********SUPPORT THE SHOW AND BECOME A PATREON:https://wallstreetwildlife.com**********Follow us at:⁠⁠x.com/7LukeHallard⁠x.com/7FlyingPlatypus**********Fiscal.AI is the Complete Stock Research Platform for fundamental investors. With its beautiful design and institutional-quality data, Fiscal AI is incredibly powerful and easy to use.Get 15% off any premium plan with:https://fiscal.ai/wildlife**********Monkey’s “Zen, Nietzsche, How to Live” Substack:http://firephilosophy.substack.com**********To use the same portfolio tracking tool as Luke, check-out:⁠https://www.portseido.com/?fpr=lukehallard**********Disclosure: Wall Street Wildlife hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation**********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 returnsKeywords:Options Trading for Beginners, Risk Management Strategy, Portfolio Insurance, Black-Scholes Model Explained, Implied Volatility, Stock Market 2026, Investing Psychology, Wall Street Wildlife, Hedging Strategies, Selling Options vs Buying Options, Financial Education, Krzysztof and Luke
    Más Menos
    48 m
  • E112: Livestream Holiday Special + Our 2025 Predictions (And What We Learned)

    E112: Livestream Holiday Special + Our 2025 Predictions (And What We Learned)
    Dec 28 2025

    The Chaos Before Christmas: Join us this week for a wild holiday livestream featuring live cocktail crafting, questionable gift exchanges, and an unfiltered, boozy review of our predictions for 2025.

    🍌 The Gilded Banana: Witness the unveiling of the ultimate cocktail guide and the "dirty monkey" whiskey tasting. Watch the boys try to mix drinks without ruining the studio equipment.

    🔮 Prediction Reality Check: We let an AI analyze our January predictions. From S&P 500 targets to small-cap rotation dreams—did we beat the market, or did the market beat us?

    🚀 The Future is Now: From Tesla Robotaxis hitting Austin to AST SpaceMobile’s critical launch—the autonomous revolution is accelerating faster than we thought. $TSLA $ASTS

    📉 The Chainlink Heartbreak: Krzysztof breaks down his highest conviction crypto play that didn't go to plan, plus the "inverted reality" of our best and worst stock picks for each other. $LINK

    🎰 Vegas 2026 Announced: We are taking the jungle to the strip! Get the details on our first ever Patreon gathering and poker tournament in Las Vegas.

    🧠 Mind Over Matter: A deep dive into Neuralink’s progress with Brain-Computer Interfaces—arguably the most emotional and human segment of the year.

    🛠️ The Investor's Toolkit: A roundup of the specific apps and AI tools we are using to level up our retail investing game for the year ahead.

    Segments:

    00:00 Cold Open

    03:05 Christmas Party Begins

    10:17 Gift Exchange - Banana Themed Presents

    30:08 Making Cocktails

    39:19 Official Start - Moving to Predictions

    46:53 2025 Predictions Review Begins

    50:28 S&P 500 & Magnificent Seven Performance

    55:20 Recession Watch - Did It Happen?

    58:59 Bitcoin vs Chainlink - The Disappointment

    01:03:19 Space Race & Robotaxi Reality Check

    01:27:34 Medical Breakthroughs & Neuralink Progress

    01:43:47 The Inverted Reality - Worst Prediction Ever

    01:52:55 Leverage Bubble Concerns

    01:57:39 Hot Sectors for 2026

    01:59:52 Favorite Books & Movies of 2025

    02:04:47 Vegas Meetup Plans & Poker Quiz

    02:11:00 Closing Thoughts

    **********

    If you want to see our furry faces, this podcast is also available on YouTube at ⁠https://www.youtube.com/@WallStreetWildlife?sub_confirmation=1⁠

    **********

    SUPPORT THE SHOW AND BECOME A PATREON:

    https://wallstreetwildlife.com

    **********

    Follow us at:

    ⁠⁠x.com/7LukeHallard

    ⁠x.com/7FlyingPlatypus

    **********

    Fiscal.AI is the Complete Stock Research Platform for fundamental investors. With its beautiful design and institutional-quality data, Fiscal AI is incredibly powerful and easy to use.

    Get 15% off any premium plan with:

    https://fiscal.ai/wildlife

    **********

    Monkey’s “Zen, Nietzsche, How to Live” Substack:

    http://firephilosophy.substack.com

    **********

    To use the same portfolio tracking tool as Luke, check-out:

    ⁠https://www.portseido.com/?fpr=lukehallard

    **********

    Disclosure: Wall Street Wildlife hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation

    **********

    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


    Keywords:

    Wall Street Wildlife, Stock Market 2025, Investing Mistakes, S&P 500 Review, Tesla Robotaxi, AST SpaceMobile, Chainlink Analysis, Crypto 2025, Neuralink Update, Retail Investing Tools, FinChat, TradingView, Dividend Investing, Market Crash Protection


    Más Menos
    2 h y 6 m
  • E111: Could Chainlink be the next Amazon AWS? $LINK

    E111: Could Chainlink be the next Amazon AWS? $LINK
    Dec 21 2025

    This week, we're back with Daniel Shapiro from Blockworks Research for our annual deep dive into Chainlink $LINK. The partnerships are massive, the tech is cutting-edge, yet the price is flat. We investigate: Is this the "AWS of Finance" moment, or a value trap?

    🏦 DeFi vs. The World: Forget the crypto casino. We uncover why the world's largest institutions are racing to move trillions of dollars on-chain, from instant settlements to banking the unbanked.

    ⚡ The Great Bridge: Chainlink isn't replacing Swift, it’s supercharging it. Discover why partnerships with MasterCard, BlackRock, and the DTCC are the ultimate signal that the "Internet of Contracts" is finally here.

    🤖 The Oracle for AI: As autonomous agents rise, they need truth. We explore a futuristic thesis: Could Chainlink become the verification layer for the entire AI economy?

    💰 The Investor’s Dilemma: Why do the smartest analysts love LINK while the market ignores it? We tackle the psychology of holding infrastructure plays and whether you should buy the dream or wait for the revenue.

    📊 The 2026 Inflection Point: With new regulations (Genius Act, Clarity Act) and the Trump administration support, we map out Sergey Nazarov’s timeline. Is the "show me the money" era finally approaching?

    🎯 Trillion Dollar Opportunity: We debate the ultimate bull case: is comparing Chainlink to a 1999 investment in Microsoft and Nvidia valid, or is Krzysztof overdosing on hopium?


    You can find more from Daniel Shapiro at: x.com/_dshap


    Segments:

    00:00 Introduction and Guest Welcome

    04:08 What is DeFi Really Worth?

    10:46 Chainlink's Year of Announcements

    20:32 Swift Partnership and CRE Launch

    32:19 Market Corruption and Blockchain Transparency

    37:29 The Management Question: Trust Without Disclosure

    45:26 Comparing Chainlink to Tech Giants

    52:15 AI, Consensus Computing, and New Use Cases

    01:03:57 Competition and the Layer One Debate

    01:13:30 The Investor's Playbook: When to Buy

    01:20:15 Final Thoughts and Annual Check-In Tradition


    **********

    If you want to see our furry faces, this podcast is also available on YouTube at ⁠https://www.youtube.com/@WallStreetWildlife?sub_confirmation=1⁠

    **********

    SUPPORT THE SHOW AND BECOME A PATREON:

    https://wallstreetwildlife.com

    **********

    Follow us at:

    ⁠⁠x.com/7LukeHallard

    ⁠x.com/7FlyingPlatypus

    **********

    Fiscal.AI is the Complete Stock Research Platform for fundamental investors. With its beautiful design and institutional-quality data, Fiscal AI is incredibly powerful and easy to use.

    Get 15% off any premium plan with:

    https://fiscal.ai/wildlife

    **********

    Monkey’s “Zen, Nietzsche, How to Live” Substack:

    http://firephilosophy.substack.com

    **********

    To use the same portfolio tracking tool as Luke, check-out:

    ⁠https://www.portseido.com/?fpr=lukehallard

    **********

    Disclosure: Wall Street Wildlife hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation

    **********

    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


    Keywords

    Chainlink, LINK token, Real World Assets, RWA Crypto, Tokenization, DeFi 2025, Blockworks Research, Daniel Shapiro, Sergey Nazarov, Swift Blockchain, DTCC Crypto, Crypto Infrastructure, Altcoin Gem, Crypto Investing Strategy, Chainlink Price Prediction, Web3 Oracle, BlackRock Crypto, Institutional Adoption
    Más Menos
    1 h y 26 m
  • E110: PayPal Panic, SpaceX IPO & A Predatory Credit Card Trap

    E110: PayPal Panic, SpaceX IPO & A Predatory Credit Card Trap
    Dec 14 2025

    Welcome to the Deep Investing Jungle! This week, the Badger is furious, the Monkey is pivoting, and the robots are taking over our research workflow. Here is what we're covering under the jungle canopy:


    🎰 The Gamification of Debt: Luke unleashes his claws on a new Silicon Valley startup backed by a16z that turns credit card debt into a sweepstakes. Is this the most morally bankrupt business model we’ve seen yet?

    📉 The PayPal Pivot: Krzysztof admits defeat on his PayPal thesis. We break down the psychology of selling at a loss to buy a high-conviction winner, and why he moved his bananas into UiPath. $PATH $PYPL

    🤖 Alpha Alert: Stop drowning in tabs. The Monkey reveals his new "NotebookLM" workflow that uses AI to synthesize hours of earnings calls and reports into instant insights. This is a game-changer for retail investors.

    🚀 Rocket Rumors: Is SpaceX about to IPO? We discuss the latest whispers, plus a critical update on the AST SpaceMobile vs. Starlink duopoly and the upcoming launch. $ASTS

    🥂 Holiday Hijinks: Mark your calendars for the Wall Street Wildlife Holiday Live Stream, plus our first-ever real-world meetup in Vegas!


    Segments:

    00:00 Introduction - Covered App Controversy

    03:20 The Predatory Business Model Exposed

    12:46 Gambling Ethics & PolyMarket

    19:10 Monkey's PayPal Trade: Avoiding Sunk Cost Fallacy

    32:00 AI Research Workflow Revolution with Notebook LM

    47:10 SpaceX IPO Rumors Analyzed

    54:18 AST SpaceMobile Duopoly Developments

    55:50 How to Make a New Investor at Christmas

    01:00:20 Holiday Livestream Plans

    01:03:27 Vegas Meetup Announcement


    **********

    If you want to see our furry faces, this podcast is also available on YouTube at ⁠https://www.youtube.com/@WallStreetWildlife?sub_confirmation=1⁠

    **********

    SUPPORT THE SHOW AND BECOME A PATREON:

    https://wallstreetwildlife.com

    **********

    Follow us at:

    ⁠⁠x.com/7LukeHallard

    ⁠x.com/7FlyingPlatypus

    **********

    Fiscal.AI is the Complete Stock Research Platform for fundamental investors. With its beautiful design and institutional-quality data, Fiscal AI is incredibly powerful and easy to use.

    Get 15% off any premium plan with:

    https://fiscal.ai/wildlife

    **********

    Monkey’s “Zen, Nietzsche, How to Live” Substack:

    http://firephilosophy.substack.com

    **********

    To use the same portfolio tracking tool as Luke, check-out:

    ⁠https://www.portseido.com/?fpr=lukehallard

    **********

    Disclosure: Wall Street Wildlife hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation

    **********

    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



    Keywords

    Wall Street Wildlife, Investing Podcast, Covered Startup, Predatory Lending, Gamification of Debt, Andreesen Horowitz, PayPal Stock Analysis, PYPL stock, UiPath Stock, PATH stock, Sunk Cost Fallacy, NotebookLM for Investors, AI Investing Tools, SpaceX IPO, Starlink vs ASTS, AST SpaceMobile, Robinhood Gold, Stock Market News 2025.
    Más Menos
    1 h y 6 m