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FOMO Investing

Brian and Mik
Artificial Intelligence
Sweetgreen
TG Therapeutics
Rivian
Humm Group
NVIDIA
Apple
Alphabet (google)
Investing
Briumvi
Ocrevus
Multiple Sclerosis
IONQ
Tesla
Volkswagen
Electric Vehicles
Jeremy Raper
Buy Now, Pay Later
Activist Investor Activism
Palantir

Brian and Mik explore the world of investing through real-world examples and behavioral economics principles.

PublishesWeeklyEpisodes25Founded2 years ago
Number of ListenersCategories
InvestingBusiness

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Latest Episodes

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

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 sharehol... more

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 ... more

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 manufactur... more

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Hosts

Brian
Host of FOMO Investing; main show host with frequent appearances and co-hosting duties; often anchors discussions and provides strategic viewpoint.
Mik
Co-host of FOMO Investing; contributes evaluation framework, pattern-recognition, and debate-led segments.

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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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Which podcasts are similar to FOMO Investing?

These podcasts share a similar audience with FOMO Investing:

1. The Real Eisman Playbook
2. Naval

How many episodes of FOMO Investing are there?

FOMO Investing launched 2 years ago and published 25 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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