PODCAST · business
Super Stonk Bros
by HODL 4EVER
Two dads teaming up to build wealth for their families and to make sense of the complex and ever changing financial markets. We discuss:- Philosophies on investing- Specific investment ideas- Key macro trends impacting an investment thesisNote: We are not investment professionals and are discussing our own investment choices for the purpose of entertainment.We are:- Joe Kim, @jokim1: https://www.linkedin.com/in/jokim/- Steve Palley, @spall03: https://www.linkedin.com/in/spall/
Episodes
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#18: The Next 1000X Ft. Emmet Peppers
Joining us today is Emmet Peppers famous for having turned $30K into $30M-$70M for a greater than 1000X return! Emmet has built his wealth largely through strong conviction in Tesla since 2011, but last year in particular Emmet had a MONSTER year through buying out of the money puts on QQQ - the...
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#17: The Bear Case for Blockchain and Bitcoin ft. Lars Doucet
This week on Super Stonk Bros! Macro108 aka Joe and Steve welcome noted game developer, consultant, technologist and all-around deep thinker Lars Doucet to the show to discuss his thesis on Bitcoin and other blockchains. As we think our viewers will see, Lars is hardly the median blockchain bear...
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#16. Investing in the Metaverse | Ft. Mario Stefanidis from Roundhill Investments
Roundhill Investments recently created a Metaverse ETF (META) partnering with one of the most famous Metaverse bloggers Matthew Ball. Hear about the construction of the companies comprising the portfolio, advantages to owning the ETF, trends in thematic ETFs, and much more! Joining us today is...
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#15. Is China Investable | Ft. Matthew Kanterman Bloomberg Intelligence
Given the recent Chinese government interference with Chinese companies that are listing overseas such as with Jack Ma and the Ant IPO and more recently by restricting Didi app access shortly after going public on the NYSE, we consider how investable Chinese companies are moving forward. Let's…
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#14. Avid Bull Case: Riding Big Wave of Content and Cloud | Ft. Luis Sanchez (LVS Advisory)
Today we speak with Luis Sanchez who worked on Wall Street for over a decade before starting his own investment management and advisory firm. Find out why Avid is Luis' biggest holding and why he bet big on Avid last March catching a 2x in just 3 months. Why does he think there's still a lot of...
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#13. Roblox: Metaverse or Bust?
Today we are going to talk about Roblox... a company firmly fixated on the METAVERSE! What's that all about and a few surprise additional growth drivers I don't think you'll hear anywhere else. We discuss: #1. Current business and valuation, #2. Growth Drivers, #3. The Metaverse, #4. Key Risks…
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#12. Twitter's Highly Speculative Bull Case: Social Tokens
Macro 108 (aka Joe Kim ) and Steve Palley discuss a highly speculative bull case for Twitter. The biggest bull case likely involves the ability for Twitter to become the App Store for influencer to audience monetization. Find out more about Social Tokesn below. RELEVANT LINKS: #1. Social Tokens…
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#11. Jam City + Ludia SPAC | Money Grab or Long-term Value?
Macro 108 (aka Joe Kim ) and Steve Palley discuss the recent announcement by Jam City to merge with DPCM Capital to become a publicly traded company via SPAC (special purpose acquisition company). The deal also includes the acquisition of Ludia for $175M. Apologies to our friends at Jam City, we...
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#10. Will Elon Launch TeslaCoin? And How To Afford Yale Under Inflation
Macro 108 (aka Joe Kim ) and Steve Palley discuss Elon Musk's recent tweets that have led to speculation around Bitcoin, Doge, and maybe even the potential for Elon to launch his own cryptocurrency, say a Teslacoin. We then also talk about the Bloomberg article: How to Afford Yale if Inflation...
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#9. Zynga: Death of M&A Gravy Train or Rise of the Ad Tech Walled Garden?
Macro 108 (aka Joe Kim ) and Steve Palley discuss Zynga's latest quarterly earnings call and our thoughts on the company. The company is currently transitioning from growth fueled by the M&A gravy train for the past 5-6 years but today is actively trying to be more like Applovin and build a...
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#8. Short Skillz? Accounting Shenanigans or Scalable Platform?
Macro 108 (aka Joe Kim ) and Steve Palley discuss mobile esports tournament and prize pool platform: Skillz The company has recently been getting picked up by ARK Invest funds. What do we think about the stock? GUEST HOST: - Matthew Kanterman is Equity Research Analyst at Bloomberg Intelligence…
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#7. Munger Buys Alibaba, Dimon's Bond Warning, Biden's Cap Gains Tax, Apple Ad Armageddon
Macro 108 (aka Joe Kim ) and Steve Palley discuss investment, economy, and politics. NEWS LINKS: #1. Charlie Munger's Daily Journal Buys Alibaba #2. Jamie Dimon’s Bond Warning Isn’t Like Ray Dalio’s #3. How the Biden capital gains tax proposal would hit the wealthy #4. Apple's Privacy Ad…
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#6. Applovin IPO: S1 Breakdown, Buy or Sell from Gaming Insiders!
Macro 108 (aka Joe Kim) and Steve Palley discuss the Applovin IPO. We take a look at the S1 and provide our insights having worked in the gaming industry and having unique perspective on Applovin's prospects. LINKS: Ad Tech + Game Studios | The BIG Dangers from AppLovin, Zynga, and More Coming!
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#5. Inflation: Drivers/Inhibitors and Investment Implications
Macro 108 (aka Joe Kim) and Steve Palley discuss inflation. Breakdown drivers/inhibitors and talk about investment implications. LINKS: Ray Dalio on The Long Term Debt Cycle
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#4. Bitcoin to $11T? | Teslacoin $TSLAC > $BTC
Macro 108 (aka Joe Kim) and Steve Palley discuss the history, valuation drivers, expert opinions, and future outlook/price target for Bitcoin. We end with a bull case for a Teslacoin. Come on Elon, let's go! LINKS: #1. Ray Dalio on The Long Term Debt Cycle #2. Bitcoin and Tether Medium Article…
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#3 Tesla to $10T | Valuation Drivers, A-Z Scale, and Structural Advantage
Macro 108 (aka Joe Kim) and Steve Palley discuss the bull case including ARK's $3K stock price call and Macro 108's $10T thesis for Tesla. LINKS: ARK’s Price Target for Tesla in 2025 ARK's Tesla Valuation Model Elon Musk on Joe Rogen Discussing Electric Airplanes Dave Lee on Tesla's Last Foot...
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#2 Building An Investment Strategy: Philosophy + Thesis + Targets
Welcome back! Joe Kim and Steve Palley discuss how us lowly retail investors should build an overall investment strategy to beat the system. See JK's system and way of thinking. Hear about Steve's background in investing. And, as always, let us know what you think!
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#1 The Future of Investing Is Different
Join your hosts Joe Kim and Steve Palley - the Super Stonk Bros - who are sharing lessons learned and learning all the time about how to build wealth for their families through investing in stocks. We discuss why we started this podcast and why the investment environment today in 2021 and moving…
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ABOUT THIS SHOW
Two dads teaming up to build wealth for their families and to make sense of the complex and ever changing financial markets. We discuss:- Philosophies on investing- Specific investment ideas- Key macro trends impacting an investment thesisNote: We are not investment professionals and are discussing our own investment choices for the purpose of entertainment.We are:- Joe Kim, @jokim1: https://www.linkedin.com/in/jokim/- Steve Palley, @spall03: https://www.linkedin.com/in/spall/
HOSTED BY
HODL 4EVER
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Frequently Asked Questions
How many episodes does Super Stonk Bros have?
Super Stonk Bros currently has 18 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is Super Stonk Bros about?
Two dads teaming up to build wealth for their families and to make sense of the complex and ever changing financial markets. We discuss:- Philosophies on investing- Specific investment ideas- Key macro trends impacting an investment thesisNote: We are not investment professionals and are discussing...
How often does Super Stonk Bros release new episodes?
Super Stonk Bros has 18 episodes. Check the episode list to see recent publication dates and frequency.
Where can I listen to Super Stonk Bros?
You can listen to Super Stonk Bros 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 Super Stonk Bros?
Super Stonk Bros is created and hosted by HODL 4EVER.
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