Shows
Super Stonk Bros#18: The Next 1000X Ft. Emmet PeppersJoining us today is Emmet Peppers famous for having turned $30K into $30M-$70M for a greater than 1000X return!
Emmet has built his wealth largely through strong conviction in Tesla since 2011, but last year in particular Emmet had a MONSTER year through buying out of the money puts on QQQ - the Nasdaq Index - just before the stock market crashed due to Covid last year. And then flipping the trade to long calls on key names like Tesla, Peloton, and Square right after.
Today Emmet has started his own hedge fund called Good So...
2021-09-2747 min
Super Stonk Bros#17: The Bear Case for Blockchain and Bitcoin ft. Lars DoucetThis week on Super Stonk Bros! Macro108 aka Joe and Steve welcome noted game developer, consultant, technologist and all-around deep thinker Lars Doucet to the show to discuss his thesis on Bitcoin and other blockchains.
As we think our viewers will see, Lars is hardly the median blockchain bear carrying an ideological axe to grind and rooting for bitcoin and its progeny to fail.
Instead, his criticisms are largely technological in nature, and involve comparing what has been promised by the white paper crew (including Satoshi) to what they have actually managed to deliver to thi...
2021-09-231h 02
Super Stonk Bros#16. Investing in the Metaverse | Ft. Mario Stefanidis from Roundhill InvestmentsRoundhill Investments recently created a Metaverse ETF (META) partnering with one of the most famous Metaverse bloggers Matthew Ball.
Hear about the construction of the companies comprising the portfolio, advantages to owning the ETF, trends in thematic ETFs, and much more!
Joining us today is Mario Stefanidis with Roundhill Investments who created the ETF.
RELEVANT LINKS:
#1. Roundhill's META Metaverse ETF
#2. Matthew Ball's Super Long Primer on the Metaverse
GUEST SPEAKER INFO:
- Mario Stefanidis is VP of Research at Roundhill Investments
HOST INFO:
2021-08-0330 min
Super Stonk Bros#15. Is China Investable | Ft. Matthew Kanterman Bloomberg IntelligenceGiven the recent Chinese government interference with Chinese companies that are listing overseas such as with Jack Ma and the Ant IPO and more recently by restricting Didi app access shortly after going public on the NYSE, we consider how investable Chinese companies are moving forward. Let's talk Chinese government objectives, key risks, companies, and overall future outlook.
RELEVANT LINKS:
#1. WSJ: Beijing Blocks Merger, Tightens Data Rules as Post-Didi Crackdown Speeds Up
#2. Bloomberg: Everything You Need to Know About Didi's Debacle
#3. Time: China's Didi Crackdown Isn't All That...
2021-07-1955 min
Super Stonk Bros#14. Avid Bull Case: Riding Big Wave of Content and Cloud | Ft. Luis Sanchez (LVS Advisory)Today we speak with Luis Sanchez who worked on Wall Street for over a decade before starting his own investment management and advisory firm.
Find out why Avid is Luis' biggest holding and why he bet big on Avid last March catching a 2x in just 3 months. Why does he think there's still a lot of valuation room left to run.
RELEVANT LINKS:
#1. LVS April News Update
#2. LVS Advisory
#3. Luis Twitter
GUEST SPEAKER INFO:
- Luis Sanchez, CFA heads LVS Advisory an NYC-based registered investment...
2021-06-281h 10
Super Stonk Bros#13. Roblox: Metaverse or Bust?Today we are going to talk about Roblox... a company firmly fixated on the METAVERSE!
What's that all about and a few surprise additional growth drivers I don't think you'll hear anywhere else.
We discuss: #1. Current business and valuation, #2. Growth Drivers, #3. The Metaverse, #4. Key Risks, and #5. Opinions on Future Prospects.
RELEVANT LINKS:
#1. Catch these episodes on the Super Stonk Bros YouTube Channel
GUEST SPEAKER INFO:
- Matthew Kanterman is a Senior Equity Research Analyst at Bloomberg Intelligence and covers Roblox in addition to having recently written some p...
2021-06-2253 min
Super Stonk Bros#12. Twitter's Highly Speculative Bull Case: Social TokensMacro 108 (aka Joe Kim ) and Steve Palley discuss a highly speculative bull case for Twitter.
The biggest bull case likely involves the ability for Twitter to become the App Store for influencer to audience monetization. Find out more about Social Tokesn below.
RELEVANT LINKS:
#1. Social Tokens in Gaming from GameMakers YouTube Channel
#2. Catch these episodes on the Super Stonk Bros YouTube Channel
HOST INFO:
- Joe Kim is CEO of LILA Games. Formerly SVP Games at NBCUniversal, Chief Product Officer at SEGA, Studio Lead at FunPlus where...
2021-06-0436 min
Super Stonk Bros#11. Jam City + Ludia SPAC | Money Grab or Long-term Value?Macro 108 (aka Joe Kim ) and Steve Palley discuss the recent announcement by Jam City to merge with DPCM Capital to become a publicly traded company via SPAC (special purpose acquisition company). The deal also includes the acquisition of Ludia for $175M.
Apologies to our friends at Jam City, we love you guys and wish you the best, but definitely want to keep it real on concerns.
RELEVANT LINKS:
#1. Jam City's Investor Relations presentation on the deal
#2. Check out the Super Stonk Brothers YouTube Channel
HOST INFO:
...
2021-05-2537 min
Super Stonk Bros#10. Will Elon Launch TeslaCoin? And How To Afford Yale Under InflationMacro 108 (aka Joe Kim ) and Steve Palley discuss Elon Musk's recent tweets that have led to speculation around Bitcoin, Doge, and maybe even the potential for Elon to launch his own cryptocurrency, say a Teslacoin.
We then also talk about the Bloomberg article: How to Afford Yale if Inflation Creeps Above 3%
RELEVANT LINKS:
#1. JK's Investment Strategy in SSB #2: How To Build An Investment Strategy
#2. JK and Steve Talk About the Potential for TeslaCoin back in SSB #4: TeslaCoin
#3. Unconventional Success by David Swenson
HOST INFO:
- J...
2021-05-1758 min
Super Stonk Bros#9. Zynga: Death of M&A Gravy Train or Rise of the Ad Tech Walled Garden?Macro 108 (aka Joe Kim ) and Steve Palley discuss Zynga's latest quarterly earnings call and our thoughts on the company.
The company is currently transitioning from growth fueled by the M&A gravy train for the past 5-6 years but today is actively trying to be more like Applovin and build a vertically integrated adtech + games powerhouse.
What do we think are the future prospects for Zynga?
GUEST HOST:
- Matthew Kanterman is Equity Research Analyst at Bloomberg Intelligence and unlike us is an industry pro!
HOST INFO:
...
2021-05-1249 min
Super Stonk Bros#8. Short Skillz? Accounting Shenanigans or Scalable Platform?Macro 108 (aka Joe Kim ) and Steve Palley discuss mobile esports tournament and prize pool platform: Skillz
The company has recently been getting picked up by ARK Invest funds. What do we think about the stock?
GUEST HOST:
- Matthew Kanterman is Equity Research Analyst at Bloomberg Intelligence and unlike us is an industry pro!
HOST INFO:
- Joe Kim is CEO of LILA Games. Formerly SVP Games at NBCUniversal, Chief Product Officer at SEGA, Studio Lead at FunPlus where he launched the #1 top grossing F2P mobile game King...
2021-05-041h 02
Super Stonk Bros#7. Munger Buys Alibaba, Dimon's Bond Warning, Biden's Cap Gains Tax, Apple Ad ArmageddonMacro 108 (aka Joe Kim ) and Steve Palley discuss investment, economy, and politics.
NEWS LINKS:
#1. Charlie Munger's Daily Journal Buys Alibaba
#2. Jamie Dimon’s Bond Warning Isn’t Like Ray Dalio’s
#3. How the Biden capital gains tax proposal would hit the wealthy
#4. Apple's Privacy Ad Armageddon Helps Familiar Tech Giants
HOST INFO:
- Joe Kim is CEO of LILA Games. Formerly SVP Games at NBCUniversal, Chief Product Officer at SEGA, Studio Lead at FunPlus where he launched the #1 top grossing F2P mobile ga...
2021-04-2550 min
Super Stonk Bros#6. Applovin IPO: S1 Breakdown, Buy or Sell from Gaming Insiders!Macro 108 (aka Joe Kim) and Steve Palley discuss the Applovin IPO. We take a look at the S1 and provide our insights having worked in the gaming industry and having unique perspective on Applovin's prospects.
LINKS:
Ad Tech + Game Studios | The BIG Dangers from AppLovin, Zynga, and More Coming!
2021-04-1837 min
Super Stonk Bros#5. Inflation: Drivers/Inhibitors and Investment ImplicationsMacro 108 (aka Joe Kim) and Steve Palley discuss inflation. Breakdown drivers/inhibitors and talk about investment implications.
LINKS:
Ray Dalio on The Long Term Debt Cycle
2021-04-1340 min
Super Stonk Bros#4. Bitcoin to $11T? | Teslacoin $TSLAC > $BTCMacro 108 (aka Joe Kim) and Steve Palley discuss the history, valuation drivers, expert opinions, and future outlook/price target for Bitcoin.
We end with a bull case for a Teslacoin. Come on Elon, let's go!
LINKS:
#1. Ray Dalio on The Long Term Debt Cycle
#2. Bitcoin and Tether Medium Article: The Bit Short: Inside Crypto’s Doomsday Machine
#3. Super Stonk Bros on YouTube
2021-04-0450 min
Super Stonk Bros#3 Tesla to $10T | Valuation Drivers, A-Z Scale, and Structural AdvantageMacro 108 (aka Joe Kim) and Steve Palley discuss the bull case including ARK's $3K stock price call and Macro 108's $10T thesis for Tesla.
LINKS:
ARK’s Price Target for Tesla in 2025
ARK's Tesla Valuation Model
Elon Musk on Joe Rogen Discussing Electric Airplanes
Dave Lee on Tesla's Last Foot Ecommerce Opportunity
Super Stonk Bros on YouTube
2021-03-281h 12
Super Stonk Bros#2 Building An Investment Strategy: Philosophy + Thesis + TargetsWelcome back!
Joe Kim and Steve Palley discuss how us lowly retail investors should build an overall investment strategy to beat the system.
See JK's system and way of thinking. Hear about Steve's background in investing. And, as always, let us know what you think!
2021-03-1543 min
Super Stonk Bros#1 The Future of Investing Is DifferentJoin your hosts Joe Kim and Steve Palley - the Super Stonk Bros - who are sharing lessons learned and learning all the time about how to build wealth for their families through investing in stocks.
We discuss why we started this podcast and why the investment environment today in 2021 and moving to the future is likely different from the past.
2021-03-1421 min