Episode 150 is the first Wall Street Wildlife recorded live in front of the Patreon community, questions from the chat included. Monkey makes the case for Oddity Tech after the post-earnings pop, the King of the Jungle scoreboard turns into a hare-versus-tortoise argument, and we spend half an hour on the 3,800 words Dario Amodei wrote asking the whole AI industry to slow down.🐢 King of the Jungle year three, six weeks to go: year one Badger won, year two Monkey ripped 380% (fourteen times the market) while Badger delivered 93%. If you're an investor, who would you rather be? The answer isn't obvious🧘 "It doesn't matter how Zen you are." Monkey on what a top holding down 70-something percent actually feels like, and why a 20-year-old should still swing big💸 All in on high-growth stocks while the US debt snowballs? Bitcoin, Chainlink, $ASST, and why diversification and hedging are two different things⚡ Luke's growth-plus-income "hedge": Iberdrola, Clearway, Brookfield Renewable and Constellation, half a percent each, and who buys their power💄 Should you buy $ODD? Beat guidance 11 quarters running, met one algorithm change, fell from $77 to under $10, and Monkey averaged in at $12. Two of three brands growing fast, buybacks with the excess cash, longevity products promised for 2027🤖 AI doomsday: the tweet that said insiders see a 10%+ chance AI kills us all within 10 years, and why OpenAI, Anthropic and Musk all lined up behind it the same week🏦 Dario's "embedded evaluator", explained by a banker who lived under one at HSBC. Then the China problem, Oppenheimer's non-zero chance, and the Elizabeth Holmes face-to-face documentarySEGMENTS00:00 Cold open00:37 Live for the first time01:40 Welcome to the Deep Investing Jungle03:44 Jose Luis's question: a first investing book for a 20-year-old07:47 Richer, Wiser, Happier and the WSW book club12:42 King of the Jungle, six weeks from the end of year three13:16 The all-time scoreboard: hare versus tortoise21:01 "It doesn't matter how Zen you are": living with a 70% drawdown22:55 Stephen's question: all in on high growth in a debt spiral?29:12 The other quadrant of options: hedges are insurance32:57 Luke's growth-and-income hedge: $IBE $CWEN $BEPC $CEG35:26 Diversification is not hedging40:17 Should you buy $ODD? Oddity Tech earnings42:58 The Fiscal.ai chart: revenue, guidance, the algorithm change45:03 Revenue by brand: Il Makiage, SpoiledChild, Methodiq46:56 Monkey's position, and the TLDR48:29 Seeking Alpha, Alpha Picks, and selling Badger on makeup54:29 Headline topic: AI doomsday55:49 The tweet: a 10% chance AI kills everyone within 3 to 10 years58:08 Sincere or psyop? The game theory of Dario's 3,800 words01:03:07 Monkey the virologist: the bioterror path01:06:33 How do you IPO while saying your product might kill everyone?01:09:04 The embedded evaluator: what HSBC's monitor was actually like01:14:52 Elizabeth Holmes, Nathan Fielder, and the limits of sincerity01:17:09 Dario's three levels, taken at face value01:22:00 Fiscal.ai and sign-off**********SUPPORT THE SHOW AND BECOME A PATREON:wallstreetwildlife.com**********Follow us at:x.com/7LukeHallardx.com/7FlyingPlatypus**********Fiscal.AI is the Complete Stock Research Platform for fundamental investors. With its beautiful design and institutional-quality data, Fiscal AI is incredibly powerful and easy to use.Get 15% off any premium plan with:fiscal.ai/wildlife**********Disclosure: Wall Street Wildlife hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation**********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- Learn how to start investing- Essential investing principles to boost your returns
