PODCAST · business
FOMO Investing
by Brian and Mik
Brian and Mik explore the world of investing through real-world examples and behavioral economics principles.
Episodes
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The Moderna Bear Case With Seedy19
In our first guest interview on FOMO Investing, we speak with biotech investor and Substack writer Seedy19 about his controversial bearish thesis on Moderna. Moderna's personalized cancer vaccine has generated considerable excitement, with investors increasingly treating the company as a…
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Buffett, Abel, and the Ham Sandwich Test
Berkshire Hathaway is entering its next chapter: Warren Buffett has handed the keys to Greg Abel, but the playbook still looks familiar — buy great businesses, stay patient, keep dry powder, and swing hard only when the fat pitch arrives. We unpack Berkshire’s massive cash balance, its surprising...
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Intuitive Surgical: The Quiet Robotics Compounder
A note before listening: We recorded this conversation on May 15, 2026, when Intuitive Surgical was trading at roughly $420 per share. As of July 21, the stock is trading around $354—approximately 16% lower. If we found the business compelling at $420, it is certainly worth another look at…
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Abivax, an investing lesson in thinking slow, acting fast
Abivax became one of June 2026's wildest biotech stories: a potential best-in-class drug to treat ulcerative colitis, a scary “cancer” headline, a violent selloff, and then a dramatic rebound after Part 2 safety data helped reframe the risk. We unpack how the market may have misread the cancer…
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Critics weigh in on SpaceX's IPO
Is SpaceX's $1.75 Trillion IPO more like Project Hail Mary or Interstellar? We unpack the SpaceX IPO from a valuation lens. We synthesize the highly varied perspectives from the ultra bulls (Gavin Baker), the bears (Jim Chanos, Nicolas Owens, and Suryansh Sharma - Morningstar), and the astute...
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Michael Burry Unchained and His Newsletter Gang
Michael Burry is back, and this time the newsletter gang is paying monthly. We explore his shift from hedge fund manager to Cassandra Unchained newsletter writer, the ideas that stood out to us, and his bearish take on Nvidia and Palantir in the middle of a very frothy AI market.
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Jeremy Raper goes for extra credit at the Humm Group
Brian and Mik unpack a live activist situation at Humm Group, a small Australian non-bank lender now facing public pressure from investor Jeremy Raper, who owns ~6% of the company and is pushing for a vote on board change ahead of a February shareholder meeting. They walk through the competing...
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🥂 2 More FOMO — Holiday Special 2025
In this year-end episode, Brian and Mik reflect on FOMO Investing—its origins, how the podcast has evolved, and where they hope to take it in 2026. They revisit key themes from the past year, including quantum computing and GLP-1 biotechs, and share plans for the year ahead.
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R2 - Rivian Reset?
After the post-IPO drawdown, we review whether Rivian is worth another look. Rivian's software-first design, the Volkswagen JV, the R2, as well as its own autonomous driver investments, seem to indicate it may be more than just another EV manufacturer.
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Sweetgreen (SG), Mixed Greens
$15 salads, a 90% drawdown, and a very confused stock market. We explore Sweetgreen as a potential turnaround—what’s broken, what might work, and why demand alone doesn’t save a business. Sometimes the hardest investments aren’t the complex ones—they’re the obvious ones.
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IonQ Update, November 2025
In this episode of FOMO Investing, Brian and Mik revisit IonQ (IONQ). Building on our original Theory of the Case from November 2024 and our January 2025 update, we unpack recent developments, including: Management changes (CEO and CFO), IonQ's competitive position in the broader quantum market....
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Dealable — Oct 31: Trillion-Dollar AI, Billion-Dollar Biotech
OpenAI is racing toward a trillion-dollar valuation while burning tens of billions on chips, data centers, and Azure commitments. We break down the new capital structure, Microsoft’s leverage, why Zuck is FOMO-building compute, and whether OpenAI should even want to be a public company. Also: the...
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AI Eats Everything
The AI & investing episode. Brian and Mik talk about whether AI will actually replace white-collar jobs or just transform them, how professionals can stay relevant by becoming AI-powered specialists, and where value might accrue across chips, power, “boring” traditional industries, and healthcare...
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Dealable, 15th August 2025
In this episode, Brian and Mik launch a new segment called “Dealable”—where they set aside strict analysis and let their imaginations run on mergers, acquisitions, partnerships, and spin-outs that should happen (even if they probably won’t). The conversation kicks off with Apple’s AI dilemma—is...
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Theory Check-In: ANSYS/Synopsys, Foundries, and VKTX
(This show was recorded on 31st July 2025) Brian and Mik catch up on a few investment ideas they have been following What we cover ANSYS × Synopsys: the deal closed; why a stock-and-cash structure gave us yield and long-term exposure, and how we’re thinking about integration risk and the...
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Thesis Grading a multi-year investment in TG Therapeutics (TGTX)
In this episode of FOMO Investing, Brian O’Neill and Mikhail Bulchandani do a deep dive into one of Brian’s favorite stocks, TG Therapeutics (TGTX). Brian outlines his multi-year investment thesis in TGTX, from its setbacks in oncology to its successful commercialization of Briumvi (ublituximab)...
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Carvana: The Stock Has Been a Wild Ride. Buckle Up for a Test Drive. 🚗
In this episode of FOMO Investing, Brian and Mik dive into the volatile world of Carvana, exploring its business model, recent stock performance, and the ongoing debate between short and long theses. Mik shares his personal experience selling cars to Carvana during the pandemic, leading into a...
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What is FOMO Investing?
For the lucky no. 13 episode of FOMO Investing, we explore the powerful yet often misunderstood force of "Fear of Missing Out" (FOMO) in investing. We unpack the psychology behind why investors often feel compelled to act impulsively and discuss how some legendary investors harness this instinct…
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ANSYS + Synopsys Merger - Theory Of The Case
In this episode, we develop our Theory Of The Case (TOTC) on the ANSYS + Synopsys merger. We cover the potential upside from the deal. Why ANSYS + Synopsys could be the backbone of Physics AI. The merger arbitrage opportunity and lessons from past trades (hello, Rite Aid 👀) Key Topics Covered…
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Checkpoint Therapeutics (CKPT) - Theory Of The Trade
In this episode of FOMO Investing, we dive into the full story of Checkpoint Therapeutics, a microcap biotech that just entered into an agreement to be acquired by Sun Pharma. Brian walks us through his personal “theory of the case”—from early conviction to final outcome—including investor...
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IonQ ~ January 2025
An update to our Theory of The Case (TOTC) on IonQ ~ mid-January 2025. We review Jensen Huang's and Mark Zuckerburg's claims about the timeline for useful quantum computing (being 15+ years out). We also include IonQ management responses, including the CFO's (Thomas Kramer) view. We reflect on…
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Bitcoin Deep Dive: Myth, Meme, or Mind-Virus?
In this end-of-year episode, Brian and Mik explore the evolution of Bitcoin—from its mysterious beginnings with Satoshi Nakamoto’s 2008 white paper to its current six-figure price. They discuss how Bitcoin’s role has shifted from “electronic cash” to a potential reserve asset, the concept of...
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Intel Outside
In this episode, we unpack the latest developments at Intel following the sudden resignation of CEO Pat Gelsinger. In this Theory Of The Trade (TOTT) episode, we recount why Mik initially started investing in Intel when Pat Gelsinger rejoined the company (~ February 2021) and why he is now…
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Theory Of The Case: IonQ
In this episode of FOMO Investing, we develop our Theory Of The Case (TOTC) on IonQ (IONQ). In TOTC episodes, we have an open-ended discussion on an investment that we are beginning to research. We dive into the fundamentals, the opportunity, and ultimately whether we believe there is a good...
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Betting Markets, Polls and Bias from Elections 2024
In this episode of FOMO Investing, we unpack the outcome of the 2024 elections from a betting market, polling data, and what biases might explain what made them get the odds on the outcome quite wrong. We touch on topics like the wisdom of crowds, the efficient market hypothesis, and how these…
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Theory Of The Case: Viking Therapeutics VKTX
In this episode of FOMO Investing, we develop our Theory Of The Case (TOTC) on Viking Therapeutics (VKTX). In TOTC episodes, we have an open-ended discussion on an investment that we are beginning to research. We dive into the fundamentals, the opportunity, and ultimately whether we believe there...
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Over-Indexing in Investing
In this episode of FOMO Investing, we kick off Q42024 with a chat about market indices and the pros and cons of index funds. We discuss index funds and how Vanguard / Jack Bogle started a trend toward low-cost index funds. We discuss active management as compared with passive index fund…
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Risk and Position Sizing
In this episode of FOMO Investing, Brian and Mik discuss the nuances of risk management in investing, the role of position sizing, and the pros and cons of using leverage. They share personal stories and frameworks for understanding risk, explore the balance between diversification and...
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Do CEOs matter?
Episode Summary: In this episode of FOMO Investing, Brian and Mik discuss the role of CEOs in determining the success of companies. They explore whether a CEO's leadership matters more than the industry's inherent economics. Drawing parallels with iconic leaders like Steve Jobs, Tim Cook, and…
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FOMO Investing Intro
In this episode, Mik and Brian discuss the concept of FOMO investing and how to develop a principled approach to investing. They explore the current state of the market, the valuation of tech stocks, and the significance of Warren Buffett's decision to reduce his exposure to Apple. They also…
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Frequently Asked Questions
How many episodes does FOMO Investing have?
FOMO Investing currently has 30 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is FOMO Investing about?
Brian and Mik explore the world of investing through real-world examples and behavioral economics principles.
How often does FOMO Investing release new episodes?
FOMO Investing has 30 episodes. Check the episode list to see recent publication dates and frequency.
Where can I listen to FOMO Investing?
You can listen to FOMO Investing on PodParley by clicking any episode. We provide an embedded audio player for direct listening, and you can also subscribe via your preferred podcast app using the RSS feed.
Who hosts FOMO Investing?
FOMO Investing is created and hosted by Brian and Mik.
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