Wall Street Wildlife Investing Podcast
Episodes
E25: Tesla's Autonomy Gamble: Invest or Avoid? + Founder-Led Debate
30 Apr 2024
Contributed by Lukas
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 deba...
E24: The Hidden Costs of Moving Money: A Wise Perspective
23 Apr 2024
Contributed by Lukas
This week's podcast is a repost from the 7investing podcast feed, where Luke & Krzysztof are Lead Advisors. --- If you’ve ever travelled abr...
E23: How to Invest in Trends, How Will AI Impact Society, & Tesla's Pricing Strategy for FSD
16 Apr 2024
Contributed by Lukas
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'...
E22: Is Fear Your Financial Foe?
09 Apr 2024
Contributed by Lukas
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 livi...
E21: Austin Adventures - Apple Vision Pro, Wise HQ, and Tesla Troubles
03 Apr 2024
Contributed by Lukas
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...
E20: Cyborgs, Casino Investing, & Badger's Portfolio Review Lessons
26 Mar 2024
Contributed by Lukas
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 C...
E19: Don't Be Roadkill: 5 Must-Know Stock Market Laws (and Our Biggest Fails)
19 Mar 2024
Contributed by Lukas
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 thyse...
E18: Nvidia's Gamble, Cybersecurity Shields, & Your 50-Day Portfolio Power-Up
12 Mar 2024
Contributed by Lukas
Is AI a sustainable investing trend? Should AI ethics matter for investors? The newly crowned Best Picture, Oppenheimer, alerts us about how humanity&...
E17: Google - Bull, Bear, or Dodo? + Diversification Dilemma
05 Mar 2024
Contributed by Lukas
Is Google $GOOGL a bear, a bull or a dodo? Badger buys more, Monkey screeches Be Careful! Meta $META was in a similar position not too long ago, but i...
E16: NVIDIA Dominates, Enovix Disrupts - Earnings Analysis & Market Moves
27 Feb 2024
Contributed by Lukas
NVIDIA ($NVDA) just dropped a bombshell earnings report, sending the stock market into a frenzy! The results were off the charts, defying expectations...
E15: Bubble Trouble - Are Semiconductors Set to Burst?
20 Feb 2024
Contributed by Lukas
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 tea...
E14 (Bonus): Lyft's earnings & what the heck are basis points anyway?
14 Feb 2024
Contributed by Lukas
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 differe...
E14 - Touchdowns to Tech Stocks: Super Bowl Revelations and Crafting a Winning Investment Strategy
13 Feb 2024
Contributed by Lukas
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 th...
E13: Investors' Quandary: Navigating High Valuations and Market Fundamentals
06 Feb 2024
Contributed by Lukas
Explicit content warning: Badger doesn’t restrain from telling Monkey how he really feels! Monkey is getting his market ass whooped so hard, Badger...
E12: Mastering Market Timing - Avoiding Missteps and Unveiling Congressional Trading Secrets
30 Jan 2024
Contributed by Lukas
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 ...
E11: Aliens and Armaments: Bracing for Investment Upheaval in a World at War
23 Jan 2024
Contributed by Lukas
"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 ne...
E10: Bitcoin Manipulation, Corporate Real-Estate Collapse, and Japan goes full Kaizan!
16 Jan 2024
Contributed by Lukas
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...
E9 (bonus) - Why is the Bitcoin ETF approval such a big deal?
13 Jan 2024
Contributed by Lukas
#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 bi...
E9 (bonus) - Rocket Lab
12 Jan 2024
Contributed by Lukas
$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 ...
E9: New Year Investing Resolutions
09 Jan 2024
Contributed by Lukas
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 ...
E9 bonus - Apple Vision Pro
09 Jan 2024
Contributed by Lukas
$AAPL Not every great company makes a great investment. What are the reasons to think #Apple will provide market-beating returns from its current mark...
E8: Bold Stock Market Investing 2024 Predictions, Jungle Style
02 Jan 2024
Contributed by Lukas
Jungle investing life is unpredictable, but your hosts Luke “The Badger” Hallard and Krzysztof “Monkey” Piekarski, Lead Advisors at www.7inves...
E7: $AXON + $CHRS + Theta Decay + Dangerous Scams and how to avoid them! 😥
26 Dec 2023
Contributed by Lukas
Badger puts a cool $100 to good use by investing in shares of Axon Enterprise $AXON. It’s a great company with a seriously good ethical backbone —...
E6: Santa Claus Rally 🎅: Monkey has been Naughty 👿 + Badger has been Nice 😊
18 Dec 2023
Contributed by Lukas
With Santa Claus about to make his annual chimney stops, Badger and Monkey look at their portfolios to determine whether they’ve been naughty or ni...
E5 (bonus): EOS Energy - investing opportunity of a lifetime or "Good Story, Bro?"
12 Dec 2023
Contributed by Lukas
Listen to Wall Street professional @MrNotAdvice break down the EOSE Energy Strategic Update presentation. The biggest concern for investors: "It...
E5: Monkey makes bank with Chainlink 🍌📈
11 Dec 2023
Contributed by Lukas
Episode 5 features the Badger explaining why his portfolio is chock full of strange ticker symbols that Monkey’s small brain had a hard time making ...
E4: Are We Dumb Money?! 🤪📈
04 Dec 2023
Contributed by Lukas
In episode 4 of Wall Street Wildlife, Badger and Monkey, having just watched Dumb Money, debate whether the market is rigged against retail investors,...
E3: Bad Macro 🐦⬛ + Long-Term Buy and Hold 🦡 vs Short-term Asymmetric Bets 🍌
27 Nov 2023
Contributed by Lukas
Vulture talks about the market rally and how it’s ignoring data that is quite worrisome, using the -34% drop in insurance health premiums as a clea...
E2: Dumpster Diving
17 Nov 2023
Contributed by Lukas
Episode 2 of Wall Street Wildlife finds Badger in Hong Kong, a perfect location from which to teach Monkey about the nuances of portfolio risk managem...
E2 (bonus episode): A Fragile Market
15 Nov 2023
Contributed by Lukas
Wall Street Wildlife’s first bonus episode introduces a Vulture circling above the tree canopy! That’s because the market jungle is not just bull...
E1: Welcome to the Jungle
10 Nov 2023
Contributed by Lukas
Join Luke "the badger" Hallard and Krzysztof "the monkey" Piekarski as they dig through the jungle of Wall Street on their podcast...
Welcome to Wall Street Wildlife
29 Oct 2023
Contributed by Lukas
Wall Street Wildlife: where the worlds of technology, business, stock markets, and animal spirits collide. 7investing lead analysts Luke ‘The Badge...
Podcast #72 - A big announcement
19 Jan 2022
Contributed by Lukas
At the start of December, we began the research for the 2022 Telescope Investing model portfolio. Our apologies to long-term listeners of the show, bu...
Podcast #71 - Model portfolio year-end review
29 Dec 2021
Contributed by Lukas
The time has come for the year-end review of our model portfolio, a collection of 15 stocks that we selected in January as our core investments for 20...
Podcast #70 - Year-end fun
21 Dec 2021
Contributed by Lukas
Happy holiday wishes to all of our listeners and subscribers! This week, we're kicking back from the serious stock analysis and just having a bit of C...
Podcast #69 - Airbnb deep dive
15 Dec 2021
Contributed by Lukas
This week we’re taking a look at Airbnb, a well-known travel company that’s strongly positioned to benefit from the potential surge in internation...
Podcast #68 - Structuring the 2022 model portfolio
07 Dec 2021
Contributed by Lukas
This week we give consideration to the structure of our model portfolio for next year. These are the companies we believe will achieve market-beating ...
Podcast #67 - Disney deep dive
30 Nov 2021
Contributed by Lukas
Disney, a powerhouse in the entertainment industry, is known the world over. However, the coronavirus pandemic over the last two years has proven to b...
Podcast #66 - Healthtech with Richard Chu
23 Nov 2021
Contributed by Lukas
This week we had the pleasure of connecting with healthtech expert investor Richard Chu (@richard_chu97). Richard shares his thoughts on the healthtec...
Podcast #65 - Listener questions
16 Nov 2021
Contributed by Lukas
In the pod this week, we field some of the fantastic questions we’ve received recently from our listeners. We give our take on panic selling, invest...
Podcast #64 - Marqeta deep dive
09 Nov 2021
Contributed by Lukas
Marqeta's mission is to be the global standard for modern card issuing. They enable other companies to develop, launch and operate card products, by p...
Podcast #63 - Digital Turbine deep dive
02 Nov 2021
Contributed by Lukas
On this week's pod, we deep dive Digital Turbine, a mobile ad-tech innovator specialising in targeted app installation and programmatic advertising to...
Podcast #62 - Company culture with Renee Conklin
26 Oct 2021
Contributed by Lukas
It’s not something that's usually covered in quarterly earnings reports, but company culture can have a big impact on employees, customers, business...
Podcast #61 - Investing in disruptive innovation with Simon Erickson
19 Oct 2021
Contributed by Lukas
This week we were delighted to connect with Simon Erickson, founder and CEO of 7investing, to chat about a topic that underpins both the 7investing an...
Podcast #60 - Venture capital with Prantik Mazumdar
12 Oct 2021
Contributed by Lukas
At Telescope Investing we focus on publicly-listed stocks, but investing in private companies is another option for investors seeking higher returns, ...
Podcast #59 - Model portfolio Q3 review
05 Oct 2021
Contributed by Lukas
It’s time for the Q3 review of our model portfolio, a collection of 15 stocks that we selected in January as our core investments for 2021. Followin...
Podcast #58 - When to sell
28 Sep 2021
Contributed by Lukas
The Telescope Investing strategy is to ‘buy & hold’ - we seek to buy good companies and hold them for the long-term - but that doesn’t mean ...
Podcast #57 - Financial wellbeing with Ronald Wong
22 Sep 2021
Contributed by Lukas
We focus on stock investing at Telescope Investing, and a big part of that is psychology - having the right investing mindset and managing your emotio...
Podcast #56 - Into the mailbag
14 Sep 2021
Contributed by Lukas
In this week’s pod, we dip into the mailbag to answer some listener questions on high valuation companies and diversification across asset classes. ...
Podcast #55 - Matterport deep dive
07 Sep 2021
Contributed by Lukas
Matterport ($MTTR) is the world’s leading spatial data company specializing in digitizing physical spaces. They make it easy to create digital model...
Podcast #54 - Intuitive Surgical with Adu Subramanian
31 Aug 2021
Contributed by Lukas
Unless you’ve needed surgery in the past few years, Intuitive Surgical may not be a familiar name, but they're the global leader in robotic surgery,...
Podcast #53 - Cloud communications with Paul Ruppert
24 Aug 2021
Contributed by Lukas
Cloud communications, also known as Communications Platform as a Service (or CPaaS) allows businesses to communicate with their customers using channe...
Podcast #52 - One-year anniversary party!
17 Aug 2021
Contributed by Lukas
We started the Telescope Investing podcast exactly one year ago with no expectations, and along the way, we’ve connected with some awesome people an...
Podcast #51 - Digital payments with Jonathan Rowland
10 Aug 2021
Contributed by Lukas
The use of digital payments is expanding across the globe, but the transition to a digital financial system is still in its early stages. Fintech comp...
Podcast #50 - Financial education for your children
04 Aug 2021
Contributed by Lukas
Back in episode #12 of the podcast, we talked about investing for your children. At some point, your children will leave the nest and take control of ...
Podcast #49 - CrowdStrike deep dive
27 Jul 2021
Contributed by Lukas
This week, we deep dive another stock in our 2021 model portfolio, CrowdStrike. It seems that hacking is constantly in the news with disturbing report...
Podcast #48 - Bad advice!
20 Jul 2021
Contributed by Lukas
Bad advice is all around us, financial or otherwise, and it is sometimes difficult to separate the good advice from the bad. We asked our listeners ab...
Podcast #47 - Integral Ad Science deep dive
13 Jul 2021
Contributed by Lukas
An early pioneer in advertising, John Wanamaker once said, “Half the money I spend on advertising is wasted; the trouble is, I don’t know which ha...
Podcast #46 - Model portfolio Q2 review
06 Jul 2021
Contributed by Lukas
It’s time for the half-year review of our model portfolio, a collection of 15 stocks that we selected in January as our core investments for 2021. T...
Podcast #45 - DocuSign deep dive
29 Jun 2021
Contributed by Lukas
The world is moving to the “anywhere economy” where workers have the option to do anything from anywhere, and a key capability enabling this megat...
Podcast #44 - Live long and prosper
22 Jun 2021
Contributed by Lukas
On this week’s pod, we discuss the megatrend of an ageing population and some of the investing opportunities (and risks) this trend creates in socie...
Podcast #43 - Dear diary
15 Jun 2021
Contributed by Lukas
Just over a year ago, when the coronavirus pandemic was beginning, we both started investing journals, to capture our thoughts about life, and the inv...
Podcast #42 - Trupanion deep dive
08 Jun 2021
Contributed by Lukas
On this week’s pod, we take a look at another hypergrowth investment opportunity, the US pet insurance company, Trupanion. Trupanion is North Americ...
Podcast #41 - The power of compounding
01 Jun 2021
Contributed by Lukas
It’s an unwritten rule that at some point every finance podcast needs to release an episode on the power of compound interest. Well this week, it’...
Podcast #40 - Square deep dive
25 May 2021
Contributed by Lukas
Square was founded in 2009, when glass-blower Jim McKelvey found he was unable to complete a sale because he couldn't accept credit cards. He discusse...
Podcast #39 - Stock therapy
18 May 2021
Contributed by Lukas
Have you become numb from seeing wave after wave of red days in your portfolio? Are you unsure whether it’s the right time to buy or to sell as you’...
Podcast #38 - Unity deep dive
11 May 2021
Contributed by Lukas
Unity Software is best known for its game engine, which was used for over 50% of all video games in 2020. But Unity is also used to create over 60% of...
Podcast #37 - Managing a portfolio
04 May 2021
Contributed by Lukas
At Telescope Investing, we believe that individual investors have an advantage over the professionals - they don't have to answer to anyone but themse...
Podcast #36 - Twilio deep dive
27 Apr 2021
Contributed by Lukas
Communication is a core function of almost every app, from ordering a pizza, hailing a ride, to booking a doctor’s appointment. This week, we deep d...
Podcast #35 - Gravity with Zippy Capital
19 Apr 2021
Contributed by Lukas
We get some fantastic stock suggestions from our listeners and one that has popped up several times is a gaming company called Gravity. Gaming is not ...
Podcast #34 - Hype cycles
13 Apr 2021
Contributed by Lukas
It can be exciting to invest in new innovations and it's easy to get carried away with the next big thing. Gartner hype cycles illustrate the typical ...
Podcast #33 - Model portfolio Q1 review
06 Apr 2021
Contributed by Lukas
It’s been a rocky start of the year for the stock market, especially for growth stocks. Back in January, we picked a portfolio of 15 stocks covering...
Podcast #32 - Our wildest stock pick so far! Nano-X Imaging
30 Mar 2021
Contributed by Lukas
This week we take a deep-dive into another potential hypergrowth stock-pick, Nano-X. This was a fun episode to record, and we both changed our minds t...
Podcast #31 - Teladoc Health deep dive
23 Mar 2021
Contributed by Lukas
This week, we do a deep-dive into another stock in our model portfolio for 2021, Teladoc Health, a leader in telehealth and digital therapeutics. Tela...
Podcast #30 - What we don't invest in
16 Mar 2021
Contributed by Lukas
When investing in individual stocks, it helps if the companies that you choose align with your interests and your values. This week, Luke and Albert t...
Podcast #29 - Our first hypergrowth stock, CuriosityStream
09 Mar 2021
Contributed by Lukas
This week, we begin our search for hypergrowth stocks, smallcap and microcap companies with the potential of delivering 10X returns or higher. We set ...
Podcast #28 - Cloudflare vs Fastly
02 Mar 2021
Contributed by Lukas
With mobile devices, connected homes, connected vehicles, the internet of things, and 5G networks, our demand for data is growing rapidly year-over-ye...
Podcast #27 - Investing in Asia
23 Feb 2021
Contributed by Lukas
In response to a listener question, this week we discuss investing in Hong Kong and Asia. Albert shares his approach to finding and researching local ...
Podcast #26 - The Telescope Investing Principles
16 Feb 2021
Contributed by Lukas
This week, we take a step back and look at how we manage our own stock portfolios, distilling out the principles that have allowed us to achieve marke...
Podcast #25 - Magnite deep dive
09 Feb 2021
Contributed by Lukas
Superbowl Sunday has some of the most coveted ad spaces in the business, with 30-second slots commanding over $5M each. But what if advertisers could ...
Podcast #24 - Risky investments
02 Feb 2021
Contributed by Lukas
Short-selling and options trading have been in the news over the past few weeks, with stories of everyday investors making fortunes, but what do these...
Podcast #23 - Model portfolio 2021
26 Jan 2021
Contributed by Lukas
This week, Luke and Albert complete their model portfolio for 2021 with the final eight stocks, announcing their picks for the megatrends of biotech, ...
Podcast #22 - Model portfolio first half
19 Jan 2021
Contributed by Lukas
In this week’s episode, Luke and Albert reveal the first half of their model portfolio for 2021, covering the megatrends of e-commerce, fintech, med...
Podcast #21 - Model portfolio kick-off
13 Jan 2021
Contributed by Lukas
In today's podcast, Luke and Albert begin the design of a new model portfolio for 2021, containing the companies that they believe will achieve market...
Podcast #20 - 2020 model portfolio review
06 Jan 2021
Contributed by Lukas
At Telescope Investing, we believe that the journey to building wealth and financial independence is actually pretty straight-forward. It’s really n...
Podcast #19 - Our biggest investing mistakes
29 Dec 2020
Contributed by Lukas
We all make mistakes, and some mistakes hit your wallet as well as your pride. For the last episode of the year on the Telescope Podcast, Luke and Alb...
Podcast #18 - Our most significant trades of 2020
22 Dec 2020
Contributed by Lukas
The stock market in 2020 has been one of extremes, with a market crash triggered by a pandemic at the start of the year, followed by one of the fastes...
Podcast #17 - Our favourite investing resources
14 Dec 2020
Contributed by Lukas
Luke and Albert use this week’s episode to share some of the resources they use to find new investment trends and opportunities, and track and manag...
Podcast #16 - Plant-based meat
08 Dec 2020
Contributed by Lukas
Advances in food technology are allowing us to feed a growing population more efficiently and sustainably, and one innovation that has appeared in rec...
Podcast #15 - Is Kahoot! a 100 bagger?
01 Dec 2020
Contributed by Lukas
Last week, we invited listeners to suggest a company that could be a 100-bagger of the future for us to discuss on the podcast. Out of all the suggest...
Podcast #14 - 100 baggers
24 Nov 2020
Contributed by Lukas
If you'd invested $1,000 in Amazon at its IPO in 1997, your shares would now be worth over $2,000,000. Investing in the right companies can result in ...
Podcast #13 - Investing in biomedicine
17 Nov 2020
Contributed by Lukas
News about vaccines for COVID-19 is coming out thick and fast, and we could have the global pandemic in our rearview mirror before too long. In this w...
Podcast #12 - Investing for your children
10 Nov 2020
Contributed by Lukas
In this week’s episode, Luke & Albert discuss the important topic of investing for your children, and teaching them about money from an early ag...
Podcast #11 - Alternatives to Amazon
03 Nov 2020
Contributed by Lukas
After Amazon announced another record quarter last week, it's easy to forget that there are other companies helping the world to shop online. In this ...
Podcast #10 - Dividend debate
27 Oct 2020
Contributed by Lukas
In this week’s episode, Luke and Albert debate the merits of owning dividend vs growth stocks. With differing viewpoints, they present their cases f...
Podcast #9 - Fiverr deep dive
20 Oct 2020
Contributed by Lukas
Fiverr is an online marketplace connecting freelancers with clients, and its stock price has rocketed since the start of the coronavirus pandemic. In ...
Podcast #8 - Investing in the trend of mobile working
12 Oct 2020
Contributed by Lukas
Working from home has been one of the hallmarks of the Coronacomony, but the nature of work was already changing. In this week’s episode, Luke &...
Podcast #7 - Managing your emotions when investing
05 Oct 2020
Contributed by Lukas
Luke & Albert discuss the challenge of keeping your cool during times of high market volatility and they provide some practical advice on how to m...
Podcast #6 - Datadog deep dive
28 Sep 2020
Contributed by Lukas
In this week's episode, Luke & Albert deep dive into Datadog ($DDOG), a 'software as a service' company providing monitoring for cloud-scale appli...
Podcast #5 - Alternatives to Tesla
21 Sep 2020
Contributed by Lukas
Ahead of Tesla battery day on 22nd Sep, Luke and Albert give their perspective on the renewable energy sector overall. If Tesla's rich valuation and w...