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
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If you want to see our furry faces, this podcast is also available on YouTube at https://www.youtube.com/@WallStreetWildlife?sub_confirmation=1
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Monkey’s “Zen, Nietzsche, How to Live” Substack:
http://firephilosophy.substack.com
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To use the same portfolio tracking tool as Luke, check-out:
https://www.portseido.com/?fpr=lukehallard
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Disclosure: Wall Street Wildlife hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation
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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.
