Episode 110
E110: PayPal Panic, SpaceX IPO & A Predatory Credit Card Trap
14 December 2025
Welcome to the Deep Investing Jungle! This week, the Badger is furious, the Monkey is pivoting, and the robots are taking over our research workflow. Here is what we're covering under the jungle canopy:
🎰 The Gamification of Debt: Luke unleashes his claws on a new Silicon Valley startup backed by a16z that turns credit card debt into a sweepstakes. Is this the most morally bankrupt business model we’ve seen yet? 📉 The PayPal Pivot: Krzysztof admits defeat on his PayPal thesis. We break down the psychology of selling at a loss to buy a high-conviction winner, and why he moved his bananas into UiPath. $PATH $PYPL 🤖 Alpha Alert: Stop drowning in tabs. The Monkey reveals his new "NotebookLM" workflow that uses AI to synthesize hours of earnings calls and reports into instant insights. This is a game-changer for retail investors. 🚀 Rocket Rumors: Is SpaceX about to IPO? We discuss the latest whispers, plus a critical update on the AST SpaceMobile vs. Starlink duopoly and the upcoming launch. $ASTS 🥂 Holiday Hijinks: Mark your calendars for the Wall Street Wildlife Holiday Live Stream, plus our first-ever real-world meetup in Vegas!
Segments: 00:00 Introduction - Covered App Controversy 03:20 The Predatory Business Model Exposed 12:46 Gambling Ethics & PolyMarket 19:10 Monkey's PayPal Trade: Avoiding Sunk Cost Fallacy 32:00 AI Research Workflow Revolution with Notebook LM 47:10 SpaceX IPO Rumors Analyzed 54:18 AST SpaceMobile Duopoly Developments 55:50 How to Make a New Investor at Christmas 01:00:20 Holiday Livestream Plans 01:03:27 Vegas Meetup Announcement
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