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E36: Ark Invest controversy, plus Palantir, NuScale & Rocket Lab Under the Microscope
Manage episode 431488395 series 3589623
Το περιεχόμενο παρέχεται από το Krzysztof and Luke. Όλο το περιεχόμενο podcast, συμπεριλαμβανομένων των επεισοδίων, των γραφικών και των περιγραφών podcast, μεταφορτώνεται και παρέχεται απευθείας από τον Krzysztof and Luke ή τον συνεργάτη της πλατφόρμας podcast. Εάν πιστεύετε ότι κάποιος χρησιμοποιεί το έργο σας που προστατεύεται από πνευματικά δικαιώματα χωρίς την άδειά σας, μπορείτε να ακολουθήσετε τη διαδικασία που περιγράφεται εδώ https://el.player.fm/legal.
Fresh off an assassination attempt, Donald Trump’s political future looms large. Is his return to the Oval Office now inevitable, and what could this mean for the investment landscape?
While Krzysztof battles the tail end of COVID, he passes the analytical baton to Luke, who takes a deep dive into three high-stakes companies:
Palantir $PLTR
NuScale Power $SMR
Rocket Lab $RKLB
Tune in to find out which of these is Krzysztof's favourite investment, and which he firmly parks in the uninvestible bucket!
We also unpack a controversial tweet by Cathie Wood of Ark Invest, shedding light on the often self-serving nature of professional money managers who prioritize their profits over their clients' best interests.
Meanwhile, our two-year $EOSE vs $AXON bet still needs a prize. Perhaps a trip to the company HQ in Pittsburgh or Arizona? Tweet us to help us figure out the stakes, and get a shout-out on next week's episode!
Segments:
[00:00:00] Introduction
[00:01:27] Has the Political Landscape Changed
[00:06:53] Stakes in the EOS vs AXON Bet!
[00:14:07] Ark Invest Said The Quiet Part Out Loud
[00:23:55] Palantir
[00:33:10] Rocket Lab
[00:40:42] NuScale Power
[00:50:31] Palantir vs Rocket Lab vs NuScale
[00:55:17] The Seductive Nature of Technical Trading
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You can find more episodes of the podcast at wallstreetwildlife.com, and you can follow us at:
X.com/7LukeHallard
X.com/7FlyingPlatypus
Wall Street Wildlife is also on Instagram @wallstreetwildlife.
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