An Oklo inc. podcast
…
continue reading
The Atomic Show Podcast includes interviews, roundtable discussions and atomic geeks all centered around the idea that nuclear energy is an amazing boon for human society.
…
continue reading
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 We're here to guide you through essential investing principles to boost your returns.
…
continue reading
Welcome to American Optimist hosted by Joe Lonsdale, entrepreneur, investor, and founder of four multi-billion dollar companies and other mission-driven organizations. American Optimist is an alternative to the fear, cynicism, and zero-sum thinking in mainstream media. Learn from the innovators and leaders who are solving our nation’s most pressing challenges -- and doing it in a way that will lift everyone up. Hope should dominate our discourse, and American Optimist will show you why.
…
continue reading
1
E46: Stocks on Our Radar - $OKLO & $SPHR + How to Invest Your First $1,000
54:25
54:25
נגן מאוחר יותר
נגן מאוחר יותר
רשימות
לייק
אהבתי
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 …
…
continue reading
1
E47: Opportunity Costs, $EXAS and $TMDX
41:21
41:21
נגן מאוחר יותר
נגן מאוחר יותר
רשימות
לייק
אהבתי
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…
…
continue reading
1
Atomic Show #321 – Andrew Harmon, VP Natura Resources
48:15
48:15
נגן מאוחר יותר
נגן מאוחר יותר
רשימות
לייק
אהבתי
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…
…
continue reading
1
E45: Heartbreak, Ugly Ducklings, and the Economic History of the 20th Century + $CHRS
46:44
46:44
נגן מאוחר יותר
נגן מאוחר יותר
רשימות
לייק
אהבתי
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…
…
continue reading
1
E44: Luke's Intuitive Surgical Deep Dive
25:28
25:28
נגן מאוחר יותר
נגן מאוחר יותר
רשימות
לייק
אהבתי
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…
…
continue reading
1
E43: Renewable Energy > Coal + Snowflake and the “Too Hard to Understand” Pile
1:01:33
1:01:33
נגן מאוחר יותר
נגן מאוחר יותר
רשימות
לייק
אהבתי
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…
…
continue reading
1
E42: Six Skills to Sharpen your Investing Claws
40:30
40:30
נגן מאוחר יותר
נגן מאוחר יותר
רשימות
לייק
אהבתי
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…
…
continue reading
1
Atomic Show #320 – Magnus Mori, Urenco
55:28
55:28
נגן מאוחר יותר
נגן מאוחר יותר
רשימות
לייק
אהבתי
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…
…
continue reading
1
E41: Investing in Coherus Biosciences $CHRS; plus Waymo Woes and a Disney Debacle
1:05:59
1:05:59
נגן מאוחר יותר
נגן מאוחר יותר
רשימות
לייק
אהבתי
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…
…
continue reading
1
E40: Recession Realities - Unpacking Economic Indicators, Techno-Feudalism, Selling Airbnb, AXON vs EOSE bet
55:38
55:38
נגן מאוחר יותר
נגן מאוחר יותר
רשימות
לייק
אהבתי
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…
…
continue reading
1
Atomic Show #319 – Juliann Edwards, The Nuclear Company
41:47
41:47
נגן מאוחר יותר
נגן מאוחר יותר
רשימות
לייק
אהבתי
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…
…
continue reading
1
E39: Special Black Monday August ’24 Emergency Edition!
45:54
45:54
נגן מאוחר יותר
נגן מאוחר יותר
רשימות
לייק
אהבתי
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…
…
continue reading
1
E38: Beyond the Balance Sheet - US Debt and the Dark Side of Short Selling
1:04:23
1:04:23
נגן מאוחר יותר
נגן מאוחר יותר
רשימות
לייק
אהבתי
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…
…
continue reading
1
E37: From Blue Screens to Ballot Boxes - Disruption in Tech and Politics
51:41
51:41
נגן מאוחר יותר
נגן מאוחר יותר
רשימות
לייק
אהבתי
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…
…
continue reading
1
E36: Ark Invest controversy, plus Palantir, NuScale & Rocket Lab Under the Microscope
1:03:11
1:03:11
נגן מאוחר יותר
נגן מאוחר יותר
רשימות
לייק
אהבתי
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…
…
continue reading
1
E35: Generating Alpha, Crypto Crash, is Corporate Real Estate Next?
39:02
39:02
נגן מאוחר יותר
נגן מאוחר יותר
רשימות
לייק
אהבתי
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…
…
continue reading
1
E34: From Ballots to Bull Markets - Analyzing the Presidential Election's Influence on Investing
26:27
26:27
נגן מאוחר יותר
נגן מאוחר יותר
רשימות
לייק
אהבתי
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…
…
continue reading
1
E33: High Stakes in High Tech: Al Predictions and the Pitfalls of Pride
19:44
19:44
נגן מאוחר יותר
נגן מאוחר יותר
רשימות
לייק
אהבתי
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…
…
continue reading
1
Atomic Show #318 – Brian Gitt, Business Development, Oklo
1:01:36
1:01:36
נגן מאוחר יותר
נגן מאוחר יותר
רשימות
לייק
אהבתי
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…
…
continue reading
1
E32: Cybersecurity Showdown, AI Disruption, and Apple's Big Move
39:32
39:32
נגן מאוחר יותר
נגן מאוחר יותר
רשימות
לייק
אהבתי
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…
…
continue reading
1
E31: Tech Tangles and Ethical Angles: Navigating the Investment Jungle with Tesla, Palantir, and Bitcoin
22:32
22:32
נגן מאוחר יותר
נגן מאוחר יותר
רשימות
לייק
אהבתי
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 …
…
continue reading
1
E30: First Mover's Edge - Being an Early Adopter, Palantir, & Politics - does Crypto matter?
46:00
46:00
נגן מאוחר יותר
נגן מאוחר יותר
רשימות
לייק
אהבתי
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…
…
continue reading
1
E29: NVIDIA's Market Move - from the Yoga Mat to Wall Street
40:40
40:40
נגן מאוחר יותר
נגן מאוחר יותר
רשימות
לייק
אהבתי
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…
…
continue reading
1
E28: Zen and the Art of Investing: Finding Balance and Long-Term Success
29:13
29:13
נגן מאוחר יותר
נגן מאוחר יותר
רשימות
לייק
אהבתי
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 …
…
continue reading
1
Atomic Show #317 – Trey Lauderdale – Founder, Atomic Canyon
28:17
28:17
נגן מאוחר יותר
נגן מאוחר יותר
רשימות
לייק
אהבתי
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…
…
continue reading
1
E27: Talk Nerdy to Me, GPT-4o: OpenAI's Latest Chat Capabilities (and World Domination Plans?)
29:08
29:08
נגן מאוחר יותר
נגן מאוחר יותר
רשימות
לייק
אהבתי
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…
…
continue reading
1
E26: Telescope Investing Reunion! Lessons from Pandemic Investing & Should You YOLO on Rocket Lab?
50:07
50:07
נגן מאוחר יותר
נגן מאוחר יותר
רשימות
לייק
אהבתי
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…
…
continue reading
1
Atomic Show #316 – Emmet Penney, Pronuclear Poet
1:04:03
1:04:03
נגן מאוחר יותר
נגן מאוחר יותר
רשימות
לייק
אהבתי
1:04:03
Emmet Penney is an unlikely, but effective pronuclear advocate. He earned his degrees in fine arts and great books and worked for several years as a professional poet – along with working in a bookstore as a way to keep paying the bills. He gradually transitioned from poetry into writing thoughtful essays on a variety of topics. One of those pieces…
…
continue reading
1
E25: Tesla's Autonomy Gamble: Invest or Avoid? + Founder-Led Debate
52:47
52:47
נגן מאוחר יותר
נגן מאוחר יותר
רשימות
לייק
אהבתי
52:47
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 debate whether that was a mistake or using money appropriately to live fully? https://twitter.com/7LukeHallard/status/1781627421243908513 Monkey wonders how Luke got through 2008 beating the market by double-…
…
continue reading
1
Atomic Show #315 – Doug Sandridge, Oil and Gas Executives for Nuclear Energy
1:16:45
1:16:45
נגן מאוחר יותר
נגן מאוחר יותר
רשימות
לייק
אהבתי
1:16:45
Doug Sandridge is a lifelong oil and gas guy whose father was a geological engineer. While he was growing up, Doug lived a significant portion of his life overseas as his father’s job took the family to several different locations. When it was time to go to college, Doug returned to the United State to attend the University of Oklahoma. He took a b…
…
continue reading
1
E24: The Hidden Costs of Moving Money: A Wise Perspective
33:56
33:56
נגן מאוחר יותר
נגן מאוחר יותר
רשימות
לייק
אהבתי
33:56
This week's podcast is a repost from the 7investing podcast feed, where Luke & Krzysztof are Lead Advisors. --- If you’ve ever travelled abroad or tried to send money across international borders, hidden fees and unfair exchange rates have no doubt been a massive and expensive headache. In this week's episode of the 7investing podcast, Lead Advisor…
…
continue reading
1
E23: How to Invest in Trends, How Will AI Impact Society, & Tesla's Pricing Strategy for FSD
37:52
37:52
נגן מאוחר יותר
נגן מאוחר יותר
רשימות
לייק
אהבתי
37:52
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's greatest companies, and in today's episode, we discuss the first of his investing desirables: does the company align with powerful trends that are shaping the future? Are ethics and doing good for the world part …
…
continue reading
1
E22: Is Fear Your Financial Foe?
37:34
37:34
נגן מאוחר יותר
נגן מאוחר יותר
רשימות
לייק
אהבתי
37:34
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 living the life you want. There are many obstacles, one of the biggest of which is fear. On today’s special Owl’s Nest episode, we define fear and suggest ways to become more intimate with it. Badger and Mo…
…
continue reading
1
E21: Austin Adventures - Apple Vision Pro, Wise HQ, and Tesla Troubles
39:04
39:04
נגן מאוחר יותר
נגן מאוחר יותר
רשימות
לייק
אהבתי
39:04
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 store to try the Vision Pro headset. Was the demo experience enough to convince Luke to drop Android and buy into Apple’s metaverse aspirations? Since the Wise $WIZEY Austin headquarters were nearby,…
…
continue reading
1
E20: Cyborgs, Casino Investing, & Badger's Portfolio Review Lessons
44:01
44:01
נגן מאוחר יותר
נגן מאוחר יותר
רשימות
לייק
אהבתי
44:01
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 Cloudflare $NET are giving him pause? Would he buy more now if he didn't own any already? How did knowing Wise as a customer influence his confidence in being a shareholder? $WIZEY “Money won is ten times …
…
continue reading
1
E19: Don't Be Roadkill: 5 Must-Know Stock Market Laws (and Our Biggest Fails)
45:11
45:11
נגן מאוחר יותר
נגן מאוחר יותר
רשימות
לייק
אהבתי
45:11
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 thyself” step, you will make terrible mistakes that could have been avoided. Do you think you’re smarter than everyone else?Do you invest for the short or long term? Is your portfolio resilient? Are you suscept…
…
continue reading
1
E18: Nvidia's Gamble, Cybersecurity Shields, & Your 50-Day Portfolio Power-Up
38:27
38:27
נגן מאוחר יותר
נגן מאוחר יותר
רשימות
לייק
אהבתי
38:27
Is AI a sustainable investing trend? Should AI ethics matter for investors? The newly crowned Best Picture, Oppenheimer, alerts us about how humanity's obsession with science made blowing up the world a non-zero reality. Nvidia $NVDA is a company enabling the next great revolution in technology, but is it too much too quickly? We discuss whether it…
…
continue reading
1
E17: Google - Bull, Bear, or Dodo? + Diversification Dilemma
33:20
33:20
נגן מאוחר יותר
נגן מאוחר יותר
רשימות
לייק
אהבתי
33:20
Is Google $GOOGL a bear, a bull or a dodo? Badger buys more, Monkey screeches Be Careful! Meta $META was in a similar position not too long ago, but it has an impenetrable social network moat. Can the same thing be said of Google’s data in a time of AI with companies building language models from the ground up and redefining search? Monkey explains…
…
continue reading
1
E16: NVIDIA Dominates, Enovix Disrupts - Earnings Analysis & Market Moves
35:06
35:06
נגן מאוחר יותר
נגן מאוחר יותר
רשימות
לייק
אהבתי
35:06
NVIDIA ($NVDA) just dropped a bombshell earnings report, sending the stock market into a frenzy! The results were off the charts, defying expectations and adding billions to the company's market value. But are things truly as rosy as they look? We'll dissect the numbers and get to the bottom of it. Monkey and Badger locked horns before earnings. Bo…
…
continue reading
1
E15: Bubble Trouble - Are Semiconductors Set to Burst?
38:35
38:35
נגן מאוחר יותר
נגן מאוחר יותר
רשימות
לייק
אהבתי
38:35
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 teach you how to spot these dangerous inflations and protect your portfolio from a devastating pop. Are we in a semiconductor bubble? Is Nvidia riding toward a burst? Will Super Micro Computer share Cisco's …
…
continue reading
1
E14 (Bonus): Lyft's earnings & what the heck are basis points anyway?
9:06
9:06
נגן מאוחר יותר
נגן מאוחר יותר
רשימות
לייק
אהבתי
9:06
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 difference between 500 basis points and 50! What are basis points? How do they differ from percentage points? We help you understand margins, and why thinking in basis points is an upgrade over percentages. (Share…
…
continue reading
1
E14 - Touchdowns to Tech Stocks: Super Bowl Revelations and Crafting a Winning Investment Strategy
42:26
42:26
נגן מאוחר יותר
נגן מאוחר יותר
רשימות
לייק
אהבתי
42:26
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 the field about the most interesting things he saw and didn’t see in the commercials — Hint: where was crypto? (Monkey’s answer: nearing 50,000 per $BTC!) Monkey wonders about the similarities and diffe…
…
continue reading
1
E13: Investors' Quandary: Navigating High Valuations and Market Fundamentals
42:32
42:32
נגן מאוחר יותר
נגן מאוחר יותר
רשימות
לייק
אהבתי
42:32
Explicit content warning: Badger doesn’t restrain from telling Monkey how he really feels!Monkey is getting his market ass whooped so hard, Badger calls for an official intervention! “This is what you get for timing the market!” he scolds.Does Monkey listen? Is he too far gone in his “fundamentals matter" myopia? Amidst his counterarguments, he wea…
…
continue reading