FOMO Investing
Brian and MikBrian and Mik explore the world of investing through real-world examples and behavioral economics principles.
| Publishes | Monthly | Episodes | 28 | Founded | 2 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | BusinessInvesting | |||
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Latest Episodes
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 $42... more
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 unpac... more
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 Su... more
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 midd... more
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Apple Podcasts | #203 |  Austria/Business/Investing |
Apple Podcasts | #230 |  Denmark/Business/Investing |
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| Listeners per Episode | Gender Skew | Location | |||
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| Interests | Professions | Age Range | |||
| Household Income | Social Media Reach | ||||
Frequently Asked Questions About FOMO Investing
What is FOMO Investing about and what kind of topics does it cover?
Two hosts discuss real-world investing cases through a behavioral-finance lens, offering practical takeaways on how to evaluate companies, manage risk, and think about longer-term theses in tech-heavy sectors. Episodes frequently cover AI, semiconductors, biotech, and market structure, with a mix of case studies (activist campaigns, stock turnarounds, mega-deals) and process-driven insights into idea generation, position sizing, and thesis revision. A notable strength is the balance between accessible storytelling and data-driven reasoning, making complex topics like AI-enabled business models, capital allocation, and valuation dynamics approachable for active investors and professionals seeking actionable insights.
Potential listeners are... more
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How many episodes of FOMO Investing are there?
FOMO Investing launched 2 years ago and published 28 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
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