Episodes
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Feeling investment whiplash? So are we. The market has rebounded following Trump's revised tariffs, and we're here to unpack it. While this administration has shown it doesn't mind creating chaos, it clearly keeps a close eye on the stock market.
Speaking of déjà vu, Emmet analyzes the emergence of Haemanthus, a diagnostic startup from Billy Evans—partner of Elizabeth Holmes. While Holmes is the infamous, incarcerated founder of Theranos, Evans is determined to distance himself from the "Theranos 2.0" label.
Later, Mike examines Google's 9% stock drop following news of declining Safari searches. With the original search engine now trading at an attractive price-to-earnings ratio, should investors consider adding it to their portfolios?
Finally, Emmet explores CATL's forthcoming Hong Kong market debut. As a leading provider of lithium batteries for electric vehicles, CATL offers an intriguing entry point into the EV sector.
Prophet, MyWallSt's latest investing service, is focused on delivering market-beating in less than 5 minutes a month.
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No commitment, cancel anytime.
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Become a successful investor by checking out all the content MyWallSt has to offer:
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💻 Keep updated on stock market news by visiting our blog: https://mywallst.com/blog/
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00:00 Introduction to Market Reactions
03:55 Trade War Truce
15:30 The Rise and Fall of Theranos
19:48 Introducing Haemanthus: Theranos 2.0?
26:38 The Elizabeth Holmes Saga Continues
35:20 The Fall of Google Search?
45:27 CATL's IPO
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Piggybacking off last week’s episode, this week we bring a treat to all our Irish investors (and any investor looking for inexpensive diversification): stocks that act like ETFs.
Due to deemed disposal rules and a 41% exit tax, ETFs can be frustrating for Irish investors to access so these stocks offer an easy alternative. Let’s index without indexing.
Anne Marie pitches Markel Group, also known as the "Baby Berkshire", an insurance company that holds a diversified investment portfolio of large public companies, along with a venture wing focused on small- to medium-sized acquisitions.
Mike pitches JAM, a JPMorgan investment trust that is treated as an individual stock in Ireland, as well as Mitsubishi Corp and Investor AB. Mitsubishi is Japan’s largest trading company, with eight distinct business divisions, while Investor AB is a Swedish holding company with a stellar investing track record and a seasoned board.
Later on, Emmet delivers an excellent soliloquy on the nature of growth investing—and why he loves picking individual stocks.
During the episode we reference our previous episode “Stocks to Buy During Market Volatility” which features a breakdown of Berkshire. Hear the full podcast here:
Spotify
Apple Podcasts
Youtube
Prophet, MyWallSt's latest investing service, is focused on delivering market-beating in less than 5 minutes a month.
We are running a three-month free trial for our followers.
No commitment, cancel anytime.
Click here to grab your trial.
Become a successful investor by checking out all the content MyWallSt has to offer:
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💻 Keep updated on stock market news by visiting our blog: https://mywallst.com/blog/
🎧 Tune in to our podcast Stock Club to stay updated on weekly news: https://mywallst.com/stock-investment-podcast/
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00:00 Intro
02:08 Warren Buffet's Retirement Announcement
15:05 Markel: The Baby Berkshire
22:27 JPMorgan Investment Trusts and Irish Tax Laws
25:30 Mitsubishi Corp and Investor AB
31:30 Emmett's Investing Anecdote: Discuss Horatio
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Episodes manquant?
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Following our interview with financial planner Dave Quinn, Mike and Anne Marie are back to dive into ETFs. As one of the most important first steps for any investor—and the easiest way to harness the power of compounding—ETFs are well worth a closer look.
We cover brokerage options, ETF providers, types of ETFs, fee structures, and the impact of currency exchange. And yes, we hear you, Irish investors: deemed disposal unfairly eats into your gains. But we’re here to prepare you for the changes we hope to see in Budget 2026.
This episode is perfect for beginners aiming to build a strong investing habit, as well as seasoned investors looking to strategically diversify their portfolios.
Prophet, MyWallSt's latest investing service, is focused on delivering market-beating in less than 5 minutes a month.
We are running a three-month free trial for our followers.
No commitment, cancel anytime.
Click here to grab your trial.
Become a successful investor by checking out all the content MyWallSt has to offer:
📩 Email us: [email protected]
📚 Learn the fundamentals of investing by downloading our free Learn app: https://bit.ly/3DXPOz7
💻 Keep updated on stock market news by visiting our blog: https://mywallst.com/blog/
🎧 Tune in to our podcast Stock Club to stay updated on weekly news: https://mywallst.com/stock-investment-podcast/
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00:00 Intro
03:25 Introduction to ETFs
08:13 Choosing the Right ETF
13:45 Accumulating vs. Distributing ETFs
20:14 Boglehead Investing Strategy and Index Funds
23:30 Exploring Niche ETFs
30:45 ETFs Fees
36:00 Currency Exchange and Investment
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You’ve heard about it on the news and in Reddit threads— this week, Mike and Emmet unpack the latest market trend: quantum computing.
In recent years, we've seen plenty of futuristic tech hit the market and generate serious hype with mixed results. Live streaming, the metaverse, and AI have all made their mark, fueling impressive runs in both small- and large-cap stocks. So, is there a way to catch the quantum computing wave before it takes off?
The answer: it’s complicated.
While quantum computing has existed in theory for decades, and headlines occasionally announce hardware breakthroughs, it's still a long way from generating revenue. That said, there are a few names worth watching that offer reasonable exposure to a field that will undoubtedly reshape our world.
Tune in as Emmet breaks down the latest developments in quantum tech and finally puts his physics degree to good use.
Led by MyWallSt Co-Founder Emmet Savage, Horizon is a stock service dedicated to finding the next, life-changing investment.
Don’t wait, join today.
Become a successful investor by checking out all the content MyWallSt has to offer:
📩 Email us: [email protected]
📚 Learn the fundamentals of investing by downloading our free Learn app: https://bit.ly/3DXPOz7
💻 Keep updated on stock market news by visiting our blog: https://mywallst.com/blog/
🎧 Tune in to our podcast Stock Club to stay updated on weekly news: https://mywallst.com/stock-investment-podcast/
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00:00 Intro
01:38 Quantum Computing: The Next Frontier
07:17 The Evolution of Quantum Computing
21:16 Current State and Future of Quantum Computing
26:36 Investing Early in Quantum Technologies
30:33 Big Tech's Role in Quantum Advancements
35:30 Speculative Quantum Stocks and Their Future
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We’ve spent the last few years complaining about the Irish investment landscape. So this week, Dave Quinn from Investwise is here to discuss changes in Irish tax laws, the importance of habit building, and financial planning options for Irish people.
From teenagers to retirees, Dave talks about the importance of focusing on low-cost options and ensuring a disciplined, balanced portfolio. He also thinks the latest budget will bring an end to the Deemed Disposal Tax on ETFs (praise be). This would unlock passive, inexpensive investing for everyday people, a huge step forward for newly rich Ireland.
Tune in remind yourself to think long-term and the importance of having a financial plan.
Led by MyWallSt Co-Founder Emmet Savage, Horizon is a stock service dedicated to finding the next, life-changing investment.
Until Easter Monday it is 50% off.
Don’t wait, join today.
Become a successful investor by checking out all the content MyWallSt has to offer:
📩 Email us: [email protected]
📚 Learn the fundamentals of investing by downloading our free Learn app: https://bit.ly/3DXPOz7
💻 Keep updated on stock market news by visiting our blog: https://mywallst.com/blog/
🎧 Tune in to our podcast Stock Club to stay updated on weekly news: https://mywallst.com/stock-investment-podcast/
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00:00 Intro
02:31 Dave Quinn's Career Journey
07:33 Investwise's Unique Philosophy
12:19 Challenges in the Irish Investment Landscape
19:05 Potential Reforms and Future Outlook
25:54 The Appeal of Property Investment in Ireland
28:42 Advice for New Investors
34:02 Avoiding Investment Pitfalls
40:03 Wealth Creation vs. Wealth Preservation
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Macroeconomic uncertainty continues to bubble, and global markets are selling off. From the NASDAQ to the FTSE 100, stocks are falling and investors are worried.
While you shouldn’t make any investment decisions during an emotional period, Emmet and Anne Marie break down one American and one European stock they’re watching, despite tariff and recession fears.
Anne Marie pitches French electronic shelf label (ESL) maker VusionGroup (VU) and American stronghold Berkshire Hathaway. Vusion is in the midst of a significant regional expansion, which is unlikely to be deterred, while Berkshire and Buffett are sitting on an eye-watering amount of cash, eager to deploy once the market calms.
Emmet pitches Swedish serial acquirer LifCo. With its business largely confined to Europe, it should dodge the tariff uncertainty. He’s also keeping an eye on Shopify.
Tune in to hear the full pitches.
Prophet, MyWallSt's latest investing service, is focused on delivering market-beating in less than 5 minutes a month.
We are running a three-month free trial for our followers.
No commitment, cancel anytime.
Click here to grab your trial.
Become a successful investor by checking out all the content MyWallSt has to offer:
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📚 Learn the fundamentals of investing by downloading our free Learn app: https://bit.ly/3DXPOz7
💻 Keep updated on stock market news by visiting our blog: https://mywallst.com/blog/
🎧 Tune in to our podcast Stock Club to stay updated on weekly news: https://mywallst.com/stock-investment-podcast/
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00:00 Intro
02:05 Economy Overview
08:58 Stock Market Strategies and Emotional Investing
13:59 Deep Dive into VusionGroup
28:30 Introduction to Lifco
36:30 Costco and Other Conservative Stocks
39:50 Berkshire Hathaway: The Ultimate Serial Acquirer
48:08 Shopify and the Impact of Tariffs
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The Trump administration appears poised to enact extensive tariffs against Canada, Mexico, China, and the European Union. This has triggered the stock market’s least favorite sentiment: uncertainty.
As stocks sell off and institutional investors seek greener pastures, it can be difficult to know how to adjust your long-term investment strategy. Fortunately for Stock Club listeners, we’ve got you covered with an interview featuring Taylor Krystkowiak.
Krystkowiak is a Vice President and Investment Strategist at Themes ETFs. With more than a decade of experience in asset management and investment analysis, he leads the publication and presentation of macroeconomic research at Themes.
In our conversation, Krystkowiak breaks down the rotation into foreign equities, value stocks, and gold—and makes a compelling case for big-name bank stocks.
Tune in to hear how the market is moving and calm your investing nerves despite the frothy conditions.
Prophet, MyWallSt's latest investing service, is focused on delivering market-beating in less than 5 minutes a month.
We are running a three-month free trial for our followers.
No commitment, cancel anytime.
Click here to grab your trial.
Become a successful investor by checking out all the content MyWallSt has to offer:
📩 Email us: [email protected]
📚 Learn the fundamentals of investing by downloading our free Learn app: https://bit.ly/3DXPOz7
💻 Keep updated on stock market news by visiting our blog: https://mywallst.com/blog/
🎧 Tune in to our podcast Stock Club to stay updated on weekly news: https://mywallst.com/stock-investment-podcast/
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00:00 Intro
03:31 Current US Economic Landscape: A Helicopter View
11:22 Opportunities Amidst Uncertainty: Euro Stocks and Defense Stocks
18:06 Market Rotation: From Tech to Defensive Stocks
21:47 Gold: A Safe Haven in Uncertain Times
26:01 The Challenge of Timing the Market
30:32 Psychology and Market Volatility
36:32 The Role of Options in Modern Trading
40:57 Leveraged ETFs: Amplifying Risk and Reward
47:36 Highlighting Themes Top ETFs
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The stock market is on sale, particularly the Magnificent Seven. Since the beginning of the year, Apple, Amazon, Nvidia, Meta, Microsoft, Tesla, and Google (Alphabet) have fallen 14%, dragging the rest of the S&P 500 down with them.
However, as some of the most impressive stocks on the market, raising the question:
Is now the time to buy?
This week, Emmet and Mike are here to pitch their favorite Magnificent Seven stocks.
Mike breaks down Amazon as it reaches new levels of profitability and continues to invest in new verticals. With Amazon Web Services (AWS), its fulfillment network, Prime memberships, advertising segment, and array of mini-monopolies, it's a fortress. Thanks to the sell-off, it looks tantalizingly cheap on an EV/EBIT basis.
Emmet takes a more controversial turn, breaking down Tesla. Elon Musk has alienated customers and investors, but Emmet believes Tesla's innovative roots will continue to drive disruptive technology and sales. It’s certainly a riskier choice, but if you’re looking for a high-risk, high-reward play, it could be the one for you.
For the complete, detailed pitches, be sure to tune in.
Prophet, MyWallSt's latest investing service, is focused on delivering market-beating in less than 5 minutes a month.
We are running a three-month free trial for our followers.
No commitment, cancel anytime.
Click here to grab your trial.
Become a successful investor by checking out all the content MyWallSt has to offer:
📩 Email us: [email protected]
📚 Learn the fundamentals of investing by downloading our free Learn app: https://bit.ly/3DXPOz7
💻 Keep updated on stock market news by visiting our blog: https://mywallst.com/blog/
🎧 Tune in to our podcast Stock Club to stay updated on weekly news: https://mywallst.com/stock-investment-podcast/
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00:00 Intro
03:02 The Magnificent Seven: Market Giants
12:51 Amazon: A Deep Dive into Its Dominance
30:34 Amazon's Strategic Bundling
32:04 AWS: The Crown Jewel of Amazon
33:47 The Controversial Case for Tesla
35:27 Elon Musk: A Polarizing Figure
47:10 Tesla's Technological Advancements
49:13 The Future of Autonomous Vehicles and Robotics
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The IPO market has been slow of late, but two big names are about to make their way to Wall Street. Mike and Emmet are here to give you their two cents on CoreWeave and Klarna on the eve of their big debuts.
CoreWeave is a cloud computing company focused on GPU-based infrastructure. It started as a Bitcoin mining operation but has ridden the wave of generative AI to the promised land, leasing its services to businesses with massive AI workloads. Its revenue has exploded, but its valuation is eye-watering, and its margins are suspect.
Klarna is the leader in the buy-now-pay-later space, expanding rapidly into the United States. Despite fierce competition from fellow upstarts and industry goliaths, it hopes to boost profits through an enthusiastic embrace of AI automation.
Both businesses are having their moment in the sun. Are they pursuing IPOs of opportunity or here for the long haul? Tune in to find out.
To celebrate St. Patrick’s Day, MyWallSt's investing services are 50% off.
This includes everything from beginner-friendly Invest and Invest Plus to Nexus, our high-powered, international service. Don't wait, sign up today on our website.
mywallst.com
Become a successful investor by checking out all the content MyWallSt has to offer:
📩 Email us: [email protected]
📚 Learn the fundamentals of investing by downloading our free Learn app: https://bit.ly/3DXPOz7
💻 Keep updated on stock market news by visiting our blog: https://mywallst.com/blog/
🎧 Tune in to our podcast Stock Club to stay updated on weekly news: https://mywallst.com/stock-investment-podcast/
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00:00 Intro
05:36 Upcoming IPOs
06:34 CoreWeave: The Airbnb of AI Computing
10:21 Klarna: The Buy Now, Pay Later Giant
22:50 Klarna’s Use of AI
31:08 AI Thoroughbreds and Their Future
34:18 CoreWeave: A Financial Deep Dive
43:56 Klarna's Competitive Landscape
50:04 Scoring the IPOs Out of 10
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It has been a tough week in the markets, but Stock Club is here to bring you some solace.
Firstly, Emmet unpacks how legendary investor Stanley Druckenmiller will help shape the future of Trump’s economic policy. Two of Druckenmiller’s protégés have risen to become Treasury Secretary and the likely next Chair of the Fed. Tune in to hear how their belief in tight fiscal policy will impact markets.
Then, Mike reminds us of the importance of geographic diversification. While the Nasdaq and S&P 500 sold off, European, Australian, and Chinese stocks held firm. But don’t worry—it’s not all doom and gloom in the American markets. Corrections are a great time to ‘stock up’ on your favorite businesses.
Finally, Mike and Emmet pitch two international stocks poised for growth. If your portfolio is down in the dumps, consider these additions a great way to add foreign exposure.
Prophet, MyWallSt's latest investing service, is focused on delivering market-beating in less than 5 minutes a month.
We are running a three-month free trial for our followers.
No commitment, cancel anytime.
Click here to grab your trial.
Become a successful investor by checking out all the content MyWallSt has to offer:
📩 Email us: [email protected]
📚 Learn the fundamentals of investing by downloading our free Learn app: https://bit.ly/3DXPOz7
💻 Keep updated on stock market news by visiting our blog: https://mywallst.com/blog/
🎧 Tune in to our podcast Stock Club to stay updated on weekly news: https://mywallst.com/stock-investment-podcast/
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00:00 Intro
04:56 Stanley Druckenmiller's Influence on the Potential New Fed Chair
20:43 Current State of the Stock Market
24:54 European and Asian Market Performance
37:04 Stock Pitches: Betsson and Invisio
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In this special episode, Mike and Emmet unveil 'Prophet', a revolutionary new product by MyWallSt aiming to simplify the investment process. With an average annual compounded return of 19.3%, this tool requires no expertise and promotes long-term wealth building with just five minutes of effort per month.
Tune in to hear Emmet explain the strategy behind Prophet’s development, backed by over a decade of research and testing.
To thank our loyal Stock Club listeners, Prophet is now available for three months for free.
No commitment, cancel anytime.
Click here to grab your free trial.
Become a successful investor by checking out all the content MyWallSt has to offer:
📩 Email us: [email protected]
📚 Learn the fundamentals of investing by downloading our free Learn app: https://bit.ly/3DXPOz7
💻 Keep updated on stock market news by visiting our blog: https://mywallst.com/blog/
🎧 Tune in to our podcast Stock Club to stay updated on weekly news: https://mywallst.com/stock-investment-podcast/
🎉 Follow MyWallSt on social:
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00:00 Intro
04:07 The Story Behind Prophet
09:44 Understanding Why We Invest
14:55 Prophet: The Five-Minute Wealth Formula
27:06 How Profit Works and Its Unique Strategy
32:44 Free Trial Offer
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This year has been a wild one for Hims & Hers. Thanks to the shortage of GLP-1 weight loss drugs such as Ozempic, Wegovy, and Zepbound, Hims was able to sell an unapproved compounded semaglutide. This caused sales to soar, with revenue up 95% in its most recent quarter. However, Hims' luck may have run out, as the U.S. FDA announced that the drug shortage is over and that it will clamp down on unapproved semaglutide. Is the sell-off justified, or is this a great time for investors to grab a piece of the pie?
Keeping with the bioscience theme, Emmet unpacks the recent sell-off of genetics company Illumina. Once a darling of the market—up 110x since its debut—the stock is now down 80% from its all-time high.
To wrap up, Mike and Emmet break down the recent announcement that deemed disposal and the higher ETF tax rate will be reviewed under Budget 2026. Let the Irish rejoice.
MyWallSt’s Horizon service follows founder, long-term investor, and beloved podcaster Emmet Savage. This week, Emmet will be pitching a stock that has seen revenue surge 200% since 2021 and has just secured a lucrative government contract.
A few lucky podcast listeners can grab an exclusive discount and unlock this stock and other future 100-baggers.
To grab this deal, email us at [email protected]
Don’t wait.
Become a successful investor by checking out all the content MyWallSt has to offer:
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📚 Learn the fundamentals of investing by downloading our free Learn app: https://bit.ly/3DXPOz7
💻 Keep updated on stock market news by visiting our blog: https://mywallst.com/blog/
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00:00 Intro
05:30 Illumina: A Tale of Two Investors
26:55 Hims & Hers: Telehealth and Weight Loss Drugs
33:49 Hims & Hers: Earnings Report and Future Guidance
46:11 Irish Tax Changes and Investment Landscape
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The Oracle of Omaha has spoken, and Stock Club is all ears.
This week, in his most recent 13F filing, Buffett disclosed two new investments: Constellation Brands and Domino’s Pizza. Anne Marie and Mike are here to break down both and discuss their long- and short-term outlooks.
Constellation and its beer brands—Modelo, Corona, and Pacifico—are thriving, yet its stock is down 30% this year. Younger generations are drinking less, and the Mexico-based company could bear the brunt of tariffs. Still, Buffett sees an opportunity. Is this beer bargain worth a closer look?
Plus, Buffett doubles down on Domino’s, the pizza giant with a brilliant business model. While international expansion has temporarily slowed, this longtime Wall Street favorite may still have room to run.
To wrap up, Anne Marie revisits Nike after its new CEO, Elliot Hill, gave a detailed interview to Fortune and the brand released its first Super Bowl commercial in 27 years.
MyWallSt’s Nexus is on the hunt for the next great 100-bagger. Leveraging the power of AI and the expertise of seasoned investor Emmet Savage, Nexus searches the globe for hidden gems that can supercharge your portfolio.
This week, it’s discovered a doozy. With a return on equity (ROE) above 100%, $150 billion in funds under management, and a steady dividend, you won’t want to miss this exclusive find.
We have an unbelievable offer for our podcast listeners. to grab it, email us at [email protected]
Don’t wait.
Become a successful investor by checking out all the content MyWallSt has to offer:
📩 Email us: [email protected]
📚 Learn the fundamentals of investing by downloading our free Learn app: https://bit.ly/3DXPOz7
💻 Keep updated on stock market news by visiting our blog: https://mywallst.com/blog/
🎧 Tune in to our podcast Stock Club to stay updated on weekly news: https://mywallst.com/stock-investment-podcast/
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00:00 Intro
06:10 Warren Buffett's 13F Filing Insights
14:12 Buffett's New Investment: Constellation Brands
19:37 Long-term Headwinds in the Alcohol Industry
23:16 Impact on Wine and Beer Revenues
30:33 Warren Buffett Takes a Slice of Domino’s
41:15 Nike's New Leadership and Future Plans
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Back in 2016, MyWallSt pitched Shopify, the newly listed Canadian e-commerce player targeting the SMB market. Since then, Shopify has grown by 2,600% (a 26X bagger). However, it hasn’t been a straight road—who can forget the 2021 sell-off that saw the stock drop almost 80%?
But no fear, this potential Amazon killer has returned stronger than ever.
Tune in as Mike and Emmet break down the attributes that made and make Shopify a great investment, including its unique founding story, strategic pivots, and impressive financials. It’s also a great case study for investors hunting for the next 10X stock.
For more 10X resources, check out our previous episode, “How to Find 10X Stocks”.
Spotify: https://open.spotify.com/episode/7ftVfcXJ5NRCpHznskMscb?si=lYFApgRdQ5CEsAOzfYN3DA
Apple Podcasts: https://podcasts.apple.com/us/podcast/stock-club/id1358756008?i=1000679322917
Youtube: https://youtu.be/5BYk3bF5FHM
If you’ve ever wanted to follow along with one of the world’s most successful long-term investors, now is the time. Horizon follows Emmet’s journey to uncover the next 100-bagger based on his decades of investing experience. If you’d like to read about his latest stock pick and a dozen other incredible investments, sign up for Horizon.
We have an exclusive offer for our podcast listeners, to grab it, email us at [email protected]
Don’t wait.
Become a successful investor by checking out all the content MyWallSt has to offer:
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📚 Learn the fundamentals of investing by downloading our free Learn app: https://bit.ly/3DXPOz7
💻 Keep updated on stock market news by visiting our blog: https://mywallst.com/blog/
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00:00 Intro
04:19 Discussing Shopify’s Rise
15:37 Shopify's Unique Founding Story and Fast Rise
31:42 Expanding Total Addressable Market
37:31 The Power of Compounding
45:20 Shopify's Current Financial Overview
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From Michael Burry to Nancy Pelosi, the future of water is on everyone’s mind. To this end, this week, Emmet is joined by Susan Kennedy, CEO of Cadiz Inc. Cadiz is a leading water solutions innovator delivering access to safe, reliable, and affordable water across the southwest United States.
Susan Kennedy served as Chief of Staff of California Governor Arnold Schwarzenegger, was a founder of Advanced Microgrid Solutions, the first A.I. platform for trading renewable energy, and was Commissioner of the California Public Utilities Commission.
Tune in as Emmet and Susan discuss the history and challenges of water infrastructure in California, Cadiz's innovative approach to water storage, treatment, and conveyance, and the future of private sector investment in critical infrastructure. Susan also discusses Cadiz's groundbreaking partnerships with Native American tribes and the company's vision for sustainable water management in the face of climate change.
If you’ve ever wanted to follow along with one of the world’s most successful long-term investors, now is the time. Horizon follows Emmet’s journey to uncover the next 100-bagger based on his decades of investing experience. If you’d like to read about his latest stock pick and a dozen other incredible investments, sign up for Horizon.
We have an exclusive offer for our podcast listeners, to grab it, email us at [email protected]
Don’t wait.
Become a successful investor by checking out all the content MyWallSt has to offer:
📩 Email us: [email protected]
📚 Learn the fundamentals of investing by downloading our free Learn app: https://bit.ly/3DXPOz7
💻 Keep updated on stock market news by visiting our blog: https://mywallst.com/blog/
🎧 Tune in to our podcast Stock Club to stay updated on weekly news: https://mywallst.com/stock-investment-podcast/
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00:00 Intro
00:59 Susan Kennedy's Career Highlights
03:14 The Importance of Water in California
08:53 Cadiz: A Clean Water Solutions Company
10:51 Cadiz Business Model
15:13 Challenges and Opportunities in Water Infrastructure
21:19 Future Prospects and Innovations
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It was a hectic week on the stock market thanks to our latest AI overlord: DeepSeek.
After announcing its R1 model achieved performance on par with OpenAI’s o1 reasoning model for a mere $6 million, big tech and energy stocks sold off. Maybe we don’t need to spend billions of dollars to achieve a juiced-up Siri.
Mike and Emmet unpack DeepSeek, what it means for the biggest AI stocks, and share a healthy dose of tin foil hat conspiracy theories. Geopolitical factors could certainly be at play.
Stick around until the end to hear two solid, boring, AI-free stock pitches. If you need a reminder to diversify your portfolio, here it is.
If you’ve ever wanted to follow along with one of the world’s most successful long-term investors, now is the time. Horizon follows Emmet’s journey to uncover the next 100 bagger, one of which might just be from Ireland. If you’d like to read about this stock and a dozen other incredible investments, sign up for Horizon.
We have an exclusive offer for our podcast listeners, to grab it, email us at [email protected]
Don’t wait.
Become a successful investor by checking out all the content MyWallSt has to offer:
📩 Email us: [email protected]
📚 Learn the fundamentals of investing by downloading our free Learn app: https://bit.ly/3DXPOz7
💻 Keep updated on stock market news by visiting our blog: https://mywallst.com/blog/
🎧 Tune in to our podcast Stock Club to stay updated on weekly news: https://mywallst.com/stock-investment-podcast/
🎉 Follow MyWallSt on social:
🐦 Twitter: @MyWallStHQ
💃 TikTok: @MyWallSt
📸 Instagram: @MyWallSt
🖥️ Facebook: @MyWallSt
👔 LinkedIn: MyWallSt
00:00 Intro
03:18 DeepSeek's Impact on the Stock Market
07:50 Innovation Through Scarcity
23:04 Geopolitical Implications and Skepticism
29:29 Winners and Losers in the AI Race
37:32 NVIDIA's Market Challenges
41:56 Two Non-AI Stocks Worth a Look
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It’s the start of earnings season, which can only mean one thing: Netflix’s quarterly report. As a longtime Netflix investor, Emmet, was thoroughly impressed, tune in to hear his thoughts on more than 20 years of ownership.
Then Mike unpacks Trump’s meme coin and what it means for the next four years of investing. Speculative assets are definitely on the rise, keep your money close to your chest.
Finally, after last week’s rant, Emmet and Mike talk capital gains taxes in Ireland and abroad. As a newly wealthy nation, Irish taxation is behind the times, but we’re not the worst in Europe. You won’t want to miss this debate and opportunity to air your own grievances.
If you’ve ever wanted to follow along with one of the world’s most successful long-term investors, now is the time. Horizon follows Emmet’s journey to uncover the next 100 bagger, one of which might just be from Ireland. If you’d like to read about this stock and a dozen other incredible investments, sign up for Horizon.
We have an exclusive offer for our podcast listeners, to grab it, email us at [email protected]
Don’t wait.
Become a successful investor by checking out all the content MyWallSt has to offer:
📩 Email us: [email protected]
📚 Learn the fundamentals of investing by downloading our free Learn app: https://bit.ly/3DXPOz7
💻 Keep updated on stock market news by visiting our blog: https://mywallst.com/blog/
🎧 Tune in to our podcast Stock Club to stay updated on weekly news: https://mywallst.com/stock-investment-podcast/
🎉 Follow MyWallSt on social:
🐦 Twitter: @MyWallStHQ
💃 TikTok: @MyWallSt
📸 Instagram: @MyWallSt
🖥️ Facebook: @MyWallSt
👔 LinkedIn: MyWallSt
00:00 Intro
01:52 Netflix's Impressive Earnings Report
15:34 Meme Coins and US Politics
25:17 Global Capital Gains Tax Overview
36:20 Impact of CGT on Investment Decisions
46:47 Historical Context and Future of CGT
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Stock Club spends 51 weeks a year looking abroad, dissecting companies from the U.S.A. to Mozambique. However, this week, we decided to bring the pod home and discuss our favorite stocks from Ireland. All of these businesses launched on the Irish Stock Exchange, but just like Stock Club, have achieved global success.
Pour yourself a pint and tune in.
Mike kicks us off by unpacking Flutter Entertainment, the owner of Paddy Power and rapidly growing FanDuel. Meanwhile, Emmet talks Molten Ventures, a public venture capital firm, and the bane of every backpacker’s life, Ryanair. We finish on AerCap, the largest aviation leasing company in the world.
If you’ve ever wanted to follow along with one of the world’s most successful long-term investors, now is the time. Horizon follows Emmet’s journey to uncover the next 100 bagger, one of which might just be from Ireland. If you’d like to read about this stock and a dozen other incredible investments, sign up for Horizon.
We have an exclusive offer for our podcast listeners, to grab it, email us at [email protected]
Don’t wait.
Become a successful investor by checking out all the content MyWallSt has to offer:
📩 Email us: [email protected]
📚 Learn the fundamentals of investing by downloading our free Learn app: https://bit.ly/3DXPOz7
💻 Keep updated on stock market news by visiting our blog: https://mywallst.com/blog/
🎧 Tune in to our podcast Stock Club to stay updated on weekly news: https://mywallst.com/stock-investment-podcast/
🎉 Follow MyWallSt on social:
🐦 Twitter: @MyWallStHQ
💃 TikTok: @MyWallSt
📸 Instagram: @MyWallSt
🖥️ Facebook: @MyWallSt
👔 LinkedIn: MyWallSt
00:00 Introduction and Casual Banter
05:13 TikTok Ban Speculations
14:31 Irish Stock Exchange Overview
21:20 Molten Ventures: A Unique VC Firm
28:56 Flutter Entertainment: A Gambling Giant
36:58 Ryanair: The King of Cheap Travel
44:20 Aercap: A Complex Aviation Story
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Welcome to 2025! Join the Stock Club team as we pitch our favorite stocks and industries for 2025.
Emmet jumps into the revolutionary gene-editing technology CRISPR and its potential to reshape biology and medicine.
Anne Marie examines three major brands—Nike, Disney, and Starbucks—whose stock prices have slumped and evaluates their recovery prospects for the year ahead.
Finally, Mike discusses the 'Magnificent Seven' tech giants and the potential impact of their massive AI investments on the market. Tune in to explore these exciting developments and investment opportunities.
Recently, Emmet reinvested two stocks he believes will become 100 baggers in his lifetime. One of which was recently pitched by The Motley Fool’s Bill Mann.
They’re high-risk, high-reward, but are businesses that could be world-changing.
We have an exclusive offer for our podcast listeners, to grab it, email us at [email protected]
Don’t wait.
Become a successful investor by checking out all the content MyWallSt has to offer:
📩 Email us: [email protected]
📚 Learn the fundamentals of investing by downloading our free Learn app: https://bit.ly/3DXPOz7
💻 Keep updated on stock market news by visiting our blog: https://mywallst.com/blog/
🎧 Tune in to our podcast Stock Club to stay updated on weekly news: https://mywallst.com/stock-investment-podcast/
🎉 Follow MyWallSt on social:
🐦 Twitter: @MyWallStHQ
💃 TikTok: @MyWallSt
📸 Instagram: @MyWallSt
🖥️ Facebook: @MyWallSt
👔 LinkedIn: MyWallSt
00:00 Introduction to Groundbreaking Gene Editing Technology
07:59 Deep Dive into CRISPR Technology
18:05 Ethical Concerns and Future of CRISPR
26:06 Nike's Challenges and Opportunities
33:56 Activist Investors Shake Up Disney
42:03 Starbucks' Identity Crisis
48:19 The Magnificent Seven: Tech Giants in 2025
54:45 Amazon's Stock Anomaly and Bezos' Influence
01:01:47 Closing Thoughts and Reflections
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In this special episode of Stock Club, we bring you our favorite moments from 2024.
Tune in to hear the best of our interviews, featuring insights from Wall Street commodities trader Dan Dicker, cybersecurity expert Shane Curran, macroeconomic analyst Mike Singleton, and more. Plus, revisit Emmet’s AI-Proof Stocks and Mike’s pitch for all markets to be more like Sweden.
We cover renewable energy, cybersecurity investments, macroeconomic metrics, AI-proof stocks, advantages of private equity, and investing at all-time highs.
This is a must-listen if you’re looking for the perfect Pick-n-Mix for the market as we head into the new year.
Recently, Emmet reinvested two stocks he believes will become 100 baggers in his lifetime. One of which was recently pitched by The Motley Fool’s Bill Mann.
They’re high-risk, high-reward, but are businesses that could be world-changing.
We have an exclusive offer for our podcast listeners, to grab it, email us at [email protected]
Don’t wait.
Become a successful investor by checking out all the content MyWallSt has to offer:
📩 Email us: [email protected]
📚 Learn the fundamentals of investing by downloading our free Learn app: https://bit.ly/3DXPOz7
💻 Keep updated on stock market news by visiting our blog: https://mywallst.com/blog/
🎧 Tune in to our podcast Stock Club to stay updated on weekly news: https://mywallst.com/stock-investment-podcast/
🎉 Follow MyWallSt on social:
🐦 Twitter: @MyWallStHQ
💃 TikTok: @MyWallSt
📸 Instagram: @MyWallSt
🖥️ Facebook: @MyWallSt
👔 LinkedIn: MyWallSt
00:00 Welcome and Year-End Thank You
01:49 Interview with Dan Dicker on Energy and AI
05:03 Shane Curran on Top Cybersecurity Stocks
07:58 Macroeconomic Insights with Mike Singleton
09:35 Emmett Savage's AI-Proof Stock Picks
11:35 Gary Fox on Entrepreneurial Insights
14:25 Dan Dicker on Retail vs. Institutional Trading
17:34 Mike's Take on Investor-Friendly Stocks
20:50 Derek Riley on EV Industry Picks
24:10 Private Equity vs. Public Shares with Shuttle Co-Founders
25:44 Investing at All-Time Highs
Hosted on Acast. See acast.com/privacy for more information.
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