All Episodes
Episode 07: 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...
Episode 06: 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 t...
Episode 05: 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 inv...
Episode 04: 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 /...
Episode 03: 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 lever...
Episode 02: 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 leader...
Episode 01: 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 marke...