Cele mai bune Oklo podcast-uri (2024)

1
E50: I’m a single mom: How do I start investing? + $META $CLMT $OKLO $HOOD 56:28

29d ago56:28

56:28

☢️ $OKLO is up over 150% since Badger put it on his radar a month ago. Is it investable? 🤑 Monkey talks about Robinhood Legend, $HOOD’s new trading platform, its dangers and perks 🦉 We address Patreon Steven’s question about how to get the best investing results and how to create a successful framework. Are 30+ stocks too many? What about valuation…

1
E54: Could Tesla Be a 100-Bagger? $AXON $TSLA $BTC $CHRS $IREN 56:09

18h ago56:09

56:09

👑 Badger plays poker in Vietnam; Monkey sees an important investing lesson for 'busting on the bubble'. 👾 Trump’s election is a 🟢 for $BTC and $LINK, legit crypto. Monkey talks about journalist Laura Shin’s article on the Dem’s regulatory mistakes 💵 Monkey wants crypto back in his King of the Jungle portfolio and found a way to do so with a new Rob…

1
E53: Interview with Slouching Towards Utopia author, Bradford DeLong 1:25:49

7d ago1:25:49

1:25:49

🌴 Thank you for supporting Wall Street Wildlife on https://www.patreon.com/wallstreetwildlife ! 💵 The few bucks you won’t miss will help us make the show even better.📚 Bradford DeLong, Economic historian and author of Slouching Towards Utopia: An Economic History of the Twentieth Century, joins us for a kick-ass conversation about the intersection …

1
Atomic Show #323 – Julie Kozeracki, Director of Strategy, DOE Loan Programs Office 52:00

8d ago52:00

52:00

Julie Kozeracki was the lead author for a U.S. Department of Energy strategy document titled Pathways to Commercial Liftoff: Advanced Nuclear published in September 2024. The document was the result of a multi-agency, multi-lab effort to update a previously issued report. During our conversation, Kozeracki described how the report was informed by c…

1
E52: Crowning the King of the Jungle! $RKLB $EOSE $CHRS 40:23

12d ago40:23

40:23

👑 Badger wins year 1 of King of the Jungle! You won’t believe the margin of victory! And his Banana trophy 🏆🍌 🤓 Monkey tries hard to identify his mistakes while Badger tries hard to remain gracious: lots of lessons and reflections on how we can both improve our process to get even better 💵 How to think about cash as a position 🚀 $RKLB Rocket Lab: B…

1
E51: Are Small Caps Set to Outperform? $GAW $ASTS $RLAY $CHRS 49:21

22d ago49:21

49:21

In this week's episode: 🤏 Why small-caps will outperform in 2025 ❌ A horrific, down-in-the-dumps share price does not equal a broken thesis. $CHRS 🧬 The trend is your friend in investing; is biotech an exception? $RLAY 🧑‍🍳 Badger shares his investment todo list, and explains why he's planning to short $CAVA 📕 Bradford DeLong, Professor of Economics…

1
E49: Tesla's Robotaxi Event - 10/10 or Flop, And Should You Buy, Sell, Or Hold? 41:58

1M ago41:58

41:58

Vaporware or Vision? We dissect Tesla's 10/10 Cybercab event (that's a date, not a score!) and debate if it lived up to the hype. Was it a Muskian inside joke at shareholder expense? We tackle the tough questions: * Did Waymo already beat Tesla to the autonomous driving punch? * Why wasn't Optimus the AI breakthrough we hoped for (and why it might …

1
Atomic Show #322 – Westinghouse’s eVinci micro reactor 41:43

1M ago41:43

41:43

Westinghouse’s eVinci is a 15 MWth, 5 MWe micro reactor. Westinghouse often refers to it as a nuclear battery. Unlike conventional nuclear power plants, eVinci uses no water and doesn’t produce steam. The eVinci is not “just another way to boil water.” There are no pumps in the system that moves heat out of the reactor. Instead, the system uses ~24…

1
E48: America Is Broke, How Could It Affect You? + Nintendo $NTDOY & $Anduril 59:56

1M ago59:56

59:56

🚨🌴Welcome to the jungle Debra F and Sam G! With a special shout-out to our first Team Monkey patreon, Bruce B! 🍌 Thank you for supporting Wall Street Wildlife on https://www.patreon.com/wallstreetwildlife! We love seeing who’s committed to being in our inner circle of trusted investors and jungle beasties. 🍌The few bucks you won’t miss will help us…

1
E47: Opportunity Costs in Investing, $EXAS and $TMDX 41:21

2M ago41:21

41:21

🚨🌴Welcome to the jungle Paul and Steven P! Thank you for supporting Wall Street Wildlife on https://www.patreon.com/wallstreetwildlife! We love seeing who’s committed to being in our inner circle of trusted investors and jungle beasties. 🍌The few bucks you won’t miss will help us make the show and your investing returns better. And all patreon ques…

1
Atomic Show #321 – Andrew Harmon, VP Natura Resources 48:15

2M ago48:15

48:15

The US Nuclear Regulatory Commission issued a construction permit on September 16, 2024 to Abilene Christian University (ACU) to build a molten salt research reactor. This marked the first university research reactor approval in 30 years. It is the first liquid fuel reactor ever approved for construction by the NRC and only the second advanced reac…

1
E46: Stocks on Our Radar - $OKLO & $SPHR + How to Invest Your First $1,000 54:25

2M ago54:25

54:25

In a brand new segment, we each pitch a stock that's on our radar: ⚡️ Luke looks at Oklo $OKLO, pioneering next-generation nuclear power plants, and with a close relationship to OpenAI ⚪️ Krzysztof thinks bananas are to be made in Sphere Entertainment $SPHR, a best in class venue located in the entertainment capital of the world, Las Vegas Find us …

1
E45: Heartbreak, Ugly Ducklings, and the Economic History of the 20th Century + $CHRS 46:44

2M ago46:44

46:44

This week's episode of Wall Street Wildlife kicks off on a somber note as Krzysztof shares the heartbreaking loss of his beloved dog, Bunk. It's a poignant reminder that investing is ultimately about creating the freedom to spend precious time with those we love. Every moment counts. Buckle up though, in this episode we also dive into the wild worl…

1
E44: Luke's Intuitive Surgical Deep Dive 25:28

2M ago25:28

25:28

Intuitive Surgical is the world leader in robotic minimally invasive surgery. In this week's podcast, Luke deep dives what makes $ISRG tick, and how it's shaping a better future through technology and innovation! Segments: [00:00:00] Introduction [00:04:15] Intuitive Surgical Deep Dive [00:05:01] Agenda [00:05:50] Intuitive Surgical at a Glance [00…

1
E43: Renewable Energy > Coal + Snowflake and the “Too Hard to Understand” Pile 1:01:33

3M ago1:01:33

1:01:33

🚨Badger has gone wild and the law tries to reign him in — with what success? Monkey, meanwhile, studies political theory and comes to the conclusion that nuanced political conversations require carefully defining the terms — and who has time for that? We reap what we sow. ⏳Is Badger a true long-term investor? Luke analyzes his long-term holdings an…

1
E42: Six Skills to Sharpen your Investing Claws 40:30

3M ago40:30

40:30

If you’ve ever wondered about the difference between Badger and Monkey, here it is: Monkey spent his weekend getting a haircut, while Badger was playing poker until 6am in a literal castle on the outskirts of Edinburgh. Whose team are you on now? In this week's episode, Luke buys Coherus $CHRS January 2026 options on the strength of Krzysztof's sal…

1
Atomic Show #320 – Magnus Mori, Urenco 55:28

3M ago55:28

55:28

Urenco is one of the few companies in the world that enriches uranium. It’s one of an even smaller group of enrichers that aren’t owned by the Russian, Chinese or Iranian governments. It plays a key role in the western world’s nuclear fuel cycle. That role became even more important after February, 2022. With the increasingly firm prospects of a lo…

1
E41: Investing in Coherus Biosciences $CHRS; plus Waymo Woes and a Disney Debacle 1:05:59

3M ago1:05:59

1:05:59

Krzysztof explains why he’s now heavily invested in a tiny $140 million dollar biotech company, Coherus Biosciences $CHRS. There are two ways to make money in the market, and both have to do with a gap in perceived value. Coherus had very encouraging second quarter results, but an analyst downgrade sent the stock tumbling regardless. Are the downgr…

1
E40: Recession Realities - Unpacking Economic Indicators, Techno-Feudalism, Selling Airbnb, AXON vs EOSE bet 55:38

3M ago55:38

55:38

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 b…

1
Atomic Show #319 – Juliann Edwards, The Nuclear Company 41:47

3M ago41:47

41:47

The Nuclear Company exited a period of operating in “stealth mode” about a month ago. That exit was sufficiently well planned and executed that it is likely that Atomic Insights readers have already heard of the company. The Nuclear Company was incorporated a year ago. Its founding team has been working diligently to build the relationships and agr…

1
E39: Special Black Monday August ’24 Emergency Edition! 45:54

4M ago45:54

45:54

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 carr…

1
E38: Beyond the Balance Sheet - US Debt and the Dark Side of Short Selling 1:04:23

4M ago1:04:23

1:04:23

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 O…

1
E37: From Blue Screens to Ballot Boxes - Disruption in Tech and Politics 51:41

4M ago51:41

51:41

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 t…

1
E36: Ark Invest controversy, plus Palantir, NuScale & Rocket Lab Under the Microscope 1:03:11

4M ago1:03:11

1:03:11

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…

1
E35: Generating Alpha, Crypto Crash, is Corporate Real Estate Next? 39:02

4M ago39:02

39:02

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 opportun…

1
E34: From Ballots to Bull Markets - Analyzing the Presidential Election's Influence on Investing 26:27

5M ago26:27

26:27

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 be…

1
E33: High Stakes in High Tech: Al Predictions and the Pitfalls of Pride 19:44

5M ago19:44

19:44

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. Krzy…

1
Atomic Show #318 – Brian Gitt, Business Development, Oklo 1:01:36

5M ago1:01:36

1:01:36

Brian Gitt, the Business Development lead at Oklo, visited the Atomic Show to describe his employer’s business model and current prospects. Oklo is an advanced fission and fuel recycling company with an expansive vision for becoming a competitive clean energy supplier. It plans to provide heat and/or electricity as a service from a fleet of small f…

1
E32: Cybersecurity Showdown, AI Disruption, and Apple's Big Move 39:32

5M ago39:32

39:32

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…

1
E31: Tech Tangles and Ethical Angles: Navigating the Investment Jungle with Tesla, Palantir, and Bitcoin 22:32

5M ago22:32

22:32

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 …

1
E30: First Mover's Edge - Being an Early Adopter, Palantir, & Politics - does Crypto matter? 46:00

6M ago46:00

46:00

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 in…

1
E29: NVIDIA's Market Move - from the Yoga Mat to Wall Street 40:40

6M ago40:40

40:40

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 conseque…

1
E28: Zen and the Art of Investing: Finding Balance and Long-Term Success 29:13

6M ago29:13

29:13

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 …

1
Atomic Show #317 – Trey Lauderdale – Founder, Atomic Canyon 28:17

6M ago28:17

28:17

Atomic Canyon is a six month old company that is developing AI tools to improve the efficiency of routine tasks associated with developing, licensing, building, owning and operating nuclear plants. Their first product, called Neutron, uses AI to modernize searching the Nuclear Regulatory Commission’s 52 million page collection of publicly available…

1
E27: Talk Nerdy to Me, GPT-4o: OpenAI's Latest Chat Capabilities (and World Domination Plans?) 29:08

6M ago29:08

29:08

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…

1
E26: Telescope Investing Reunion! Lessons from Pandemic Investing & Should You YOLO on Rocket Lab? 50:07

7M ago50:07

50:07

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 wi…

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