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E3: Bad Macro π¦ββ¬ + Long-Term Buy and Hold 𦑠vs Short-term Asymmetric Bets π
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Vulture talks about the market rally and how itβs ignoring data that is quite worrisome, using the -34% drop in insurance health premiums as a clear example of data manipulation.
Monkey makes a case for his top holding, Coherus Biosciences, and why he had a hard time resisting buying way more shares than planned.
Badger, meanwhile, badgers poor humble Monkey about investing in underperforming businesses, suggesting that businesses that go up tend to go up, and those that go down tend to go down...
We also discuss the market being efficient on one plane while being inefficient on another, and how itβs possible to make money on these different planes of its existence.
Our generous producer, Batsπ¦, who naturally dwells in a cave working hard producing our podcasts, agrees to be paid in Wall Street Wildlife investment recommendations! We debate which stocks to begin with, and Badger nominates $MELI MercadoLibre while Monkey offers some of his own bitter medicine in $CHRS Coherus Biosciences.
Whether youβre a beginner and curious about all the wild creatures that lurk in the jungles of Wall Street, or an experienced investor looking for investing ideas and strategies, let Monkey and Badger be your Wall Street Wildlife guides!
You can find more episodes of the podcast at wallstreetwildlife.com, and you can follow the hosts at:
https://twitter.com/7LukeHallard
https://twitter.com/7FlyingPlatypus
We're also on Instagram and Tiktok @wallstreetwildlife
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