All Episodes
Displaying 1 - 20 of 24 in total
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...
🥂 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 th...
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 ...
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 does...
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 un...
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 structu...
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 ...
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, par...
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 followingWhat we coverANSYS Ă— Synopsys: the deal closed; why ...
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 hi...
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 debat...
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 psyc...
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 ...
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...
IonQ ~ January 2025
An update to our Theory of The Case (TOTC) on IonQ ~ mid-January 2025. Â We review Jensen Huang's and Mark Zuckerburg's claims about the timeline for useful quantum com...
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-...
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 recou...
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...
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...
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...