Telescope Investing

Episode 98

E98: The #1 Mistake Investors Make in a Raging Bull Market

22 September 2025

This week, we're tackling the dangerous cocktail of success and ego, analyzing a HUGE listener portfolio, and placing a high-stakes bet on a 500% one-year return!

🧠 Feeling like an investing genius? That's your biggest red flag. We break down the psychological traps of a bull market and how to protect your portfolio from your own ego. 📉 Trump wants to kill quarterly reports. Would this save companies from short-term pressure or just leave investors in the dark? We debate the controversial proposal. 🔬 Is your portfolio bloated? We put a listener's 46-stock portfolio under the microscope to find the hidden gems and the positions that need to be cut. 🚀 Monkey's portfolio is up a staggering 462% over the past year! So we made a bet: can it hit 500% by year-end? A very fine bottle of vintage rum is on the line! ⌚️ A peek behind the curtain. Luke reveals his private investment in WHOOP and explains why this wearable is more than just a fitness tracker, it's a health revolution. 💥 Numbers vs. Narrative: We dissect a fiery debate over OpenDoor's future. When should you trust the spreadsheet, and when should you bet on a visionary pivot? $OPEN 💯 We're hitting triple digits! Episode 100 will be a live-stream, unfiltered, Patreon-only event. Join the community now so you don't miss out on the chaos.

Wall Street Wildlife is about to turn 100 (episodes!), and we've teamed up with our partners Fiscal.AI for a special - and lucrative - competition! One winner will receive a one-year Pro subscription to Fiscal AI, worth over $750! Entry details here: https://www.patreon.com/posts/139165245

Segments: 00:00 Introduction and Market Commentary 04:01 Trump's Quarterly Reporting Proposal 11:33 The Hubris Trap: When Success Breeds Danger 29:58 Krzysztof's 500% Return Bet 34:42 Patreon Portfolio Analysis Deep Dive 57:25 Stock Safari: WHOOP Private Investment 01:12:00 OpenDoor Investment Philosophy Debate 01:20:06 Episode 100 Live Stream Plans