Wall Street Millennial: Recent Episodes
Wall Street Millennial
In this episode, we examine what caused Marvel's Cinematic Universe to lose it's allure among audiences.
In this episode we dive deep into autonomous humanoid robots, and uncover whether or not Tesla's Optimus robot has any chance of success.
In this episode we cover one of the most shocking and blatant financial frauds in recent memory.
In this episode, we examine the future implications of the US's semiconductor technology war with China.
In this episode, we dive deep into SenseTime, the controversial Chinese AI company that used to be the most valuable private AI company in the world.
In this episode, we dive deep into SenseTime, the controversial Chinese AI company that used to be the most valuable private AI company in the world.
In this episode, we review the shockingly positive developments in used car dealership company Carvana's business and stock price results, and examine whether it's recent success can be sustained.
In this episode, we take a look at the emerging EV charging station industry, and see why it may not be as promising as it first seems.
In this episode we dive deep into the AI company C3ai, and whether or not the hype around it is justified by it's business and technological fundamentals.
In this episode, we take a deep dive into the increasingly bizarre antics of Tesla CEO and world's richest man Elon Musk.
In this episode, we examine antitrust case the FTC recently brought against the ecommerce giant Amazon.
In this episode, we examine Twist Bioscience, a genomics company with a questionable business model.
In this episode, we examine two recent cases against crypto exchanges - Binance and Kraken.
In this episode we examine the legacy of Mike Novogratz, billionaire crypto bull and founder of Galaxy Digital.
Clean energy has been one of the most hyped economic sectors of the last decade. In this episode, we examine the empacts on the industry from the last two years of Federal Reserve interest rate hikes.
In this episode we examine the peculiarities around the crypto exchange Binance, and how some of its red flags harken back to FTX.
in this episode we examine the shady financial newsletter industry, and one of its biggest offenders.
There's been a lot of discussion recently about the US's surging government debt and deficit. In this episode we examine the economics behind this politically polarizing issue.
In this episode we examine the shocking collapse of Gemini, and peel back the layers of who was to blame.
In this episode, we discuss the emergent hydrogen power industry, and whether or not it makes economic sense.
Mr. Beast is famous for his insanely popular YouTube videos. But is his brand worth what he thinks it is?
In this episode, we examine some of the recent AI related SPAC companies, and reflect uplon the industry as a whole.
In this episode, we examine the economics behind the United Auto Workers' recent strikes.
Planet Fitness has dominated the gym industry for years, but is now under pressure from a recent short report and the abrupt removal of its CEO. In this episode we examine the company's business model, and whether or not it is at risk.
In this episode we examine the economics behind Henrik Fisker's most recent exotic car company.
In this episode we examine the recent, shocking case of Big Motor, one of Japan's most blatant corporate frauds.
In this episode we examine the economics behind China's increasingly formidable EV industry.
Arm Holdings recently IPOd in the US in the biggest IPO of 2023 so far. In this episode we examine the rich valuation behind the stock.
In this episode, we examine some of the recent AI related SPAC companies, and reflect uplon the industry as a whole.
Sustainability has spread to fashion, where several startups have tried to address clothing waste. But is it possible to build a business on clothing sustainability?
In this episode we examine the inner financials behind Trump's social media company, Truth Social
In this episode we examine the recent divorce between Charter and Disney, and what it means for the media industry going forward.
In this episode we review some of Cathie Wood's Ark Invest's biggest investing failures.
In this episode we examine the surprisingly unfavorable economics behind TikTok's business model.
In this episode we examine the impending collapse of one of China's largest property developers.
Flying taxis - or eVTOLs - are gaining a lot of attention from investors. But are they anything more than just hype?
In this episode we examine the creepy details between OpenAI CEO Sam Altman's mysterious new crypto currency, WorldCoin
In this episode we review the troubled history of WeWork, and discuss why it may have been doomed to fail from the beginning.
In this episode we examine the strange economics of billion+ dollar professional sports teams.
Mikhai Khodorkovsky was one of Russia's richest men before he was banished by Putin's government. In this video we examine why he earned the ire of the Russian leader.
Generative AI has been the story of technology in 2023. But has it strayed into the realm of being overhyped?
The bitcoin mining companies are on a tear so far this year. In this video we discuss why their share price increases appear to be divorced from their economic conditions.
It has now been almost a year since Elon Musk's famous takeover of Twitter. In this episode we examine the faltering economics of the company.
Miles Guo defrauded American victims out of hundreds of millions of dollars. In this episode we examine how he was able to gain the trust of so many.
Facebook just released a new app called Threads which is one of the fastest growing apps in history. In this episode we examine MySpace, the "original" facebook, and how it failed so spectacularly.
In this episode we examine the Ethereum crypto institution, and what it's regulatory future may hold.
In this video we examine one of the biggest Ponzi schemes in human history - the peer-to-peer lending platform that shook up the entire Chinese lending industry.
Groupon was once the fastest growing company ever. Now it's business model has proven unviable, and it seems the company is on a one-way path to bankruptcy.
Temu is a new Chinese e-commerce platform with unbelievably low prices. In this episode we examine the sustainability of their business model, and whether or not the platform is legitimate.
In this episode we take a deep dive into why all ride hailing companies seem to struggle.
Bernard Arnault is the boss of Louis Vuitton and the second richest man in the world. In this episode we examine how he came to acquire such power and fortune.
Cava, a fast casual Mediterranean restaurant chain, is the hot new stock. But does its valuation make any sense at all?
AOL is one of the biggest business downfalls in history. In this episode, we examine what exactly went wrong.
Do Kwon was recently arrested in Montenegro for attempting to use a fake passport. In this episode we dive deep into the recent criminal allegations against him.
In this episode, we examine the shockingly criminal history of Wall Street legend Michael Milken.
Businesses with large Russian operations have struggled since the beginning of the Ukraine invasion. But one company, and Austrian bank, has a more complicated situation.
In this episode we dive deep into Microsoft and Activision's quest to convince regulators to allow them to merge.
Vice News is one of the most recognizable independent media companies. But was it doomed to fail as a company from the start?
Carl Icahn is one of the biggest names on Wall Street. Now, a famous research firm is accusing him of a "Ponzi-like" scheme.
In this episode we examine one of ChatGPTs biggest victims: the online school aid company Chegg.
In this episode we dive deep into the what the current semiconductor glut means for investors.
Porsche is one of the most powerful car companies in the world. In this episode we examine the surprisingly confusing corporate structure behind it.
In this episode we dive deep into the story of a company whose legal counsel turned on them.
In this episode we dive deep into the troubling history of South Korean corporate governance.
In this episode, we examine the recent revelations of a JP Morgan superstar's relations to Jeffrey Epstein.
GameStop recently reported quarterly earnings that showed a dramatic comeback to profitability. But can they sustain it?
Goldman Sachs has reigned atop the American investment banking world for decades. But its recent foray into consumer banking shows it's not invincible.
Monte Dei Paschi is one of the world's oldest banks. But it is now on the verge of collapse after over 500 years of operations.
In this episode we examine the latest development in China Renaissance's concerning CEO disappearance.
Olympus is best known for their high quality camera products. But it is also the subject of one of Japan's greatest financial scandals.
In this episode we analyze whether or not the global economy is about to begin a commodities supercycle.
Johnson and Johnson is facing tens of billions of dollars in lawsuits over its baby powder product. They've come up with a new, controversial strategy to defend against them.
France has experienced intense protests since Macron's proposal to increase the pensions system's retirement age. But the issue could reach far beyond France's borders.
In this episode we dive deep into Hindenburg's short thesis and claims of fraud against the Adani Group and its founder.
Countries have been phasing out coal power generation for decades due to environmental concerns. But some investors think coal could be the on the verge of a supercycle.
In this episode we discuss Frank, the startup that defrauded JP Morgan for over a hundred million dollars.
Sam Bankman-Fried has been talking a lot, to his lawyers' dismay. In this episode we examine the claims he's made regarding his FTX debacle.
Everyone knows billionaire, Shark Tank host and Dallas Mavericks owner Mark Cuban. But how did he really earn his billions?
In this episode we examine the how Silvergate Capital rode the FTX tide all the way up and all the way down.
Private real estate funds have become extremely popular among institutional investors in recent years. In this episode we examine the truth about their pros and cons.
Beyond Meat used to be one of the hottest new stocks in the market. But now it's facing the prospect of bankruptcy.
ChatGPT has generated extreme interest in the AI community and broader society for its impressive technological achievement. But is it what Elon Musk envisioned when he helped start it?
Cathie Wood has experienced one of the most violent rises to and falls from stardom in recent Wall Street history. In this episode we dissect some of her given justifications for her funds' underperformance.
GBTC has long been seen as a good way to buy stakes in Bitcoin for a discount. But after the FTX collapse, GBTC holders are looking like they're the ones holding the bag.
Binance and its founder Changpeng Zhao have been a big part of the conversation about FTX's collapse. But is Binance itself a bankruptcy risk?
In this episode we dive deep into the complicated Blockfi bankruptcy, and try to determine if their customers have any chance to get their money back.
Wells Fargo has had more than its fair share of controversies over the past decade. In this episode we examine their effect on the bank's business.
Disney recently fired its CEO amid languishing financial performance, while its streaming business is apparently booming. In this episode we examine why the company's financials are struggling so much as to warrant a change in CEO.
The 2022 World Cup was a spectacular display of grandeur by its host country, Qatar. But was the multi-billion dollar investment worth it?
In this episode we analyze Meta's recent layoffs, and whether they will be enough to resue the company's struggling stock.
In this episode we examine the shady history of Ukrainian President Zelensky's rise to power.
RenRen was a Chinese tech darling very similar to FaceBook. But it turns out the company was run much differently behind the scenes.
Carvana was one of Covid's tech darlings. But now it is facing the biggest challenge of its young history.
Tencent is one of the biggest Chinese tech company success stories. But its fortunes have turned for the worse in recent years.
Morgan Stanley is one of the most prestigious megabanks in the world. In this episode we dive into how it came to power so quickly.
In this episode we examine the astonishing fall of the semiconductor stocks that once led the market.
Sam Bankman-Fried has gone from Crypto Messiah to a near-fugitive in a matter of days. In this episode, we examine the sketchy relationship between his exchanges, FTX and FTX US, and his hedge fund, Alameda Research.
In this episode we discuss Twitter's mass layoffs and two potentially interesting investment opportunities.
In this episode we examine several recent cases brought by financial regulators against alleged fraudsters, including one case involving super-celebrity Kim Kardashian.
Ripple is in a sticky situations with securities regulators, and it might mean their business model will no longer be viable.
In this episode we dive deep into the suspicious circumstances around the explosions that destroyed the Nord Stream natural gas pipelines.
In this episode we examine the spactacular downfall of one of Wall Street's greatest tech companies.
In this episode we examine the controversial Belt and Road Initiative, and its implications both for China and its borrowers.
In this week's WSM Podcast, we discuss an unusual dynamic in the bond markets, the Kroger Albertsons deal, and more.
In this episode, we discuss the near-disaster that was China's drought and heat wave this summer.
In this episode we examine Lebanon's great economic experiment - which amounted to perhaps the largest-scale Ponzi scheme in history.
Ukraine's war against Russia has come at a great cost of human life. But the country is also facing a potentially existential currency crisis.
In this episode we examine why Alibaba fell from one of the most exciting tech giants in the world, to fighting for relevancy in a competitive market.
California is one of the most powerful and richest states in the country. But in recent years, it has been grappling with a new set of problems it's never faced before.
In this episode we examine why Chinese stocks may be saved from getting delisted on US exchanges.
Mt Gox was one of the biggest Bitcoin disasters for everyday investors in history. Now, victims may finally be getting some of their money back.
In our second weekly podcast, we discuss the recent market turmoil, potential stock pricks, interest rates and more.
Bed Bath and Beyond was one of the biggest names of retail trading this summer. But after Ryan Cohen's controversial involvement, investors are questioning his true motives.
FTX US and several other crypto firms have been ordered to stop misleading the public about their FDIC insurance status. In this episode, we dive deep into what happened, and why they were ordered to cease and desist.
In our first weekly podcast we discuss some of the week's most noteworthy developments and what they mean for your investments.
The Russian economy is doing surprisingly well since the start of the invasion of Ukraine. In this episode we dive deep into why the Western sanctions have failed to cripple their economic engine.
In this episode we examine the disastrous bankruptcy of Voyager Digital, and the potential fates of Voyager's unfortunate customers.
In this episode, we dive deep into the mechanics and implications of today's inflationary environment.
In this episode we examine the questionable investments some prestigious investment firms are making in one the most disastrous tech founders of the past decade.
This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app
In this episode we examine the Celsius bankruptcy and what it means for users of the platform.
In this episode, we examine China's growing real estate problem, including a recent scam that targeted ordinary citizens.
This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app
Citi is one of the most recognized banks in the world. In this video, we examine how the bank lost its luster.
This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app
In this episode, we go over what caused this obscure Hong Kong stock to skyrocket to a nearly $500 billion valuation.
This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app
In this episode we examine El Salvador's failed Bitcoin experiment, and its consequences to the Salvadoran people.
This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app
Nikola was one of the original heavyweights of the SPAC and EV/Hydrogen craze. Now, years after it's controversy troubles began, what are the company's prospects?
This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app
In this episode we examine the multi-billion dollar scandal perpetrated by portfolio managers at Allianz, the world's most prestigious insurance company.
This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app
Coinbase and one of its employees are facing legal troubles over a crypto insider trading case. But the implication of the case extend far beyond just those involved.
This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app
ESG is one of the hottest investment trends of the past several years. But does it make sense to make ESG part of your investing strategy?
Half a year later, here's what's happened with Chinese real estate developer Evergrande.
This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app
Twitter is in a legal battle to force Musk to complete the deal. In this episode, we discuss why Twitter needs the deal to go through.
This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app
In this episode, we examine the potential outcomes of Twitter's conflict with Elon Musk over completing the buyout.
In this episode we examine one of the most spectacular SPAC failures: Enjoy Technology.
This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app
The LME controversially reversed billions of dollars worth of nickel commodity trades earlier this year. In this episode, we examine why they did it, and how it saved a Chinese metals empire.
Tesla short sellers have been ridiculed for their losses for the past five years, but have finally been vindicated in 2022. In this episode we examine Mark Spiegel, one of Tesla's biggest bears, and how his Tesla short has saved his hedge fund.
This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app
In this episode, we examine Samsung's insane scandal involving bribery and jailtime for South Korea's president.
In this episode, we cover the Pandemic Roundtrip story behind Dillards, the 100 year old high end retail chain.
3 Arrows Capital, a massive Crypto focused hedge fund, has been decimated by the crypto selloff. In this episode, we examine how it all happened.
Celsius is just the latest crypto platform to get burned by the crypto selloff. Here's what happened and what it means for the future of the crypto markets.
This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app
Softbank has earned a reputation as being one of the preeminent technology venture capitalist firms in the world. But things haven't going so well for them recently.
Greensill Capital was Europe's proudest fintech company until it declared bankruptcy under suspicious circumstances last year. In this episode, we recount the eerily Enron-esque story of Europe's former tech darling.
Today we're going back in the history books to look back at one of Jim Cramer's projects from decades ago. Although Cramer has become an enormous success in the world of financial media, not all of his ventures ended up being successful.
In this episode we examine why Sri Lanka has found itself in such a hard position since the beginning of 2022.
This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app
Jamie Dimon recently described America's economic situation as a "hurricane." In this episode, we examine why he's so concerned about our economic prospects.
This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app
Credit Suisse, one of the world's premier investment banks, has had a string of embarrassing and costly blunders. In this video, we go over the Swiss bank's troubled history, and what the future may hold.
John McAfee, the father of cybersecurity, didn't exactly live the typical billionaire tech founder life. In this episode we recount his colorful life dodging police in Europe and South America, running sketchy cryptocurrency promotion campaigns, and eventually ending up in Spanish prison.
Soaring oil and gas prices have hurt everyday consumers around the world since the beginning of 2022. In this episode, we discuss the economics behind the surge, what's in store going forward, and who benefits.
Elon Musk is putting his Twitter buyout in doubt by calling into question Twitter's claims about their fake accounts. In this episode, we examine what it all means for Musk, and for Twitter shareholders.
Melvin Capital lost billions of dollars in the 2021 GameStop short squeeze. Now, it's fallen-star fund manager is closing down the firm for good.
Luna Coin has been exposed as a $60 failed crypto project. In this episode, we discuss how some of the world's most sophisticated investors and algorithmic trading firms fell for it.
PayPal, one of the greatest tech stories of the past decade, has now lost three quarters of its market value. In this episode, we explain why, and what it means for the stock's prospects going forward.
The Fast Fashion industry has been generating huge profits in recent years. In this episode we examine why it, in conjunction with Buy Now Pay Later, has become so successful.
Stagflation is the word everyone is using to describe the era that we could be heading into. In this episode, we explore the fundamentals to see how likely this scenario might be.
This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app
Chase Coleman's legendary hedge fund, Tiger Global, has lost almost half of its value over the first part of 2022. In this episode, we explain what happened, and how a fund manager can go from first to worst so spectacularly.
Conspiracy theories and other unscientific media is big business. In this episode we explore the story of Gaia, one of the most successful beneficiaries of this phenomenon.
In this episode, we examine Putin's weaponization of Europe's energy supply, and what the consequences coule be for everyday households.
After less than one month in operation, CNN's subscription service, CNN+, is history. In this episode we dive deep into what made it such an embarrassing failure.
One year after the epic Archegos implosion, the results of an official investigation are out. In this episode we take a deep dive into Bill Hwang's rampage that resulted in $10 billion of losses for Wall Street's biggest banks.
Elon Musk is famous for making Tesla the most valuable automobile company in the world. But he technically is not the founder, and doesn't get along with the true founders even a little.
In this episode we detail the letter Twitter's board received from 18 Members of Congress about Elon Musk's takeover bid, as well as Twitter's history of catching the ire of powerful individuals.
In this episode we discuss the Russia invasion's implications for economic globalization.
Today we explain what Twitter's "Poison Pill" is, and what Elon Musk's take-private bid might mean for the company.
This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app
In this episode we discuss the most embarrassing and costly trading loss in Wall Street banking history - JP Morgan's $6.2B CIO disaster.
In this episode we discuss the weaponization of the US Dollar since Russia's invasion of Ukraine began.
Ukraine has stalled the Russian invasion with an incredible show of strength. The consequences to Russia's economy will be dire.
Private mercenaries are a booming business. In this episode we examine what role they play in the modern world.
Technical analysis is widely practiced among active traders. In this episode, we investigate what the data says about whether or not it works.
Barclays recently lost $600M due to an apparent operational oversight related to their VXX exchange traded note. In this episode we discuss how such a costly and embarrassing blunder happened at such a prestigious institution.
Russia's economic costs from the Ukraine invasion have proven severe. We examine the measures Russia is using to counter these pressures, and how well they are working.
Zoom Communications is perhaps the most iconic of all the pandemic-era tech stocks. After losing 80% of its value in 2021 with the rest of the pandemic tech stocks, the company's business economics paint a much different picture.
WorldCom was a $180B company at its peak that dominated the American telecommunications industry. But after a massive financial scandal, the company was destroyed. Now, its name has long been forgotten by the public.
Affirm is a pioneer in the so-called Buy-Now Pay-Later industry. With the backdrop of intense Wall Street hype around this new industry, Affirm's business economics leave much to be desired.
Chamath Palihapitiya is most famous for starting the SPAC frenzy of 2020 and 2021. In this episode we examine each of his four SPACs, and how they are doing now.
Emotions sometimes get the better of investors when losses are steep. How do billionaire investors deal with painful corrections in the market?
Tesla has a market cap that far exceeds that of any other car manufacturer. Can their plans for a robo-taxi network help them grow into their valuation?
Macau's gambling economy has never aligned with Chinese President Xi Jinping's Common Prosperity agenda. In recent months, Xi has stepped up his battle with gambling, including by arresting billionaire gambling moguls accused of black market gambling operations.