Podcasts

An innovative hardware solution will make AR and VR a ubiquity. And the company that does best will become the next Apple.

You’ve probably heard me talk about each one of these electric stocks at one point or another, but EVs, Energy Storage, and eVOTLs demand to be viewed through a wider lens.

This week in our Hypergrowth Investing podcast, we’re looking at quite possibly the disruption of the decade -- the "Electrification of Everything." Which deals with electric vehicles, energy storage, and eVTOLs (electric vertical takeoff and landing aircraft).

Inflation will keep cooling, as will yields, monetary policy, rates, and other economic signals. And we're betting on a crypto breakout.

The recent betting surge is a fundamental catalyst. And over the next couple of months, sports betting stocks will climb higher.

Soon, sports betting will become as normal as watching. Buy high-quality sports betting companies, and rake in gains as the industry soars.

Falling battery metal costs could lead to EV price reductions in 2023. It seems this energy rally has legs -- great news for Rivian stock.

This week, we’re talking about my Big Three investing themes for the rest of the year (and beyond), which includes a psychedelic stock favorite, Compass Pathways (CMPS).

Psychedelics have a bigger moat than marijuana. And what’s more, commoditization isn’t a concern. So, those stocks will win big in the 2020s.

Digital advertising stocks are getting washed out right now, which means it's a great time to buy. And one of our favorites is Snap stock.

The end of the student loan freeze will have a great deflationary impact on the U.S. economy -- and be a massive boon for SoFi stock.

The tailwinds for cybersecurity are truly enormous right now. And that's really got us fired up about cyber stocks.

The resumption of student loan payments will have a great deflationary impact on the U.S. economy and will be a massive boon for SoFi stock.

A hefty discussion on retail earnings, housing data, cryptos, and whether Michael Burry is right to make a “Doomsday Call” on the economy.

In the current economic environment, fintech companies weren't expected to deliver much. And yet SoFi released superb numbers.