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FOMO Investing FOMO Investing Brian and Mik The Moneywise Guys The Moneywise Guys Wealth Management - Community The Collision Vision The Collision Vision Autobody News Tech & Co Business Tech & Co Business BFM Business START START Fondo Charting Wealth's Daily Stock Trading Review Charting Wealth's Daily Stock Trading Review ChartingWealth.com Fox Business Hourly Report Fox Business Hourly Report FOX News Podcasts Bitcoin News Alerts | Daily BTC Macro Signal Bitcoin News Alerts | Daily BTC Macro Signal Bitcoin News Alerts Le journal d'Europe 1 Le journal d'Europe 1 Europe 1 Top of Mind Top of Mind Gambit Collective 每日聽管理 每日聽管理 經理人 Bob Proctor: The Science of Success Bob Proctor: The Science of Success Bob Proctor 經理人Podcast 經理人Podcast 經理人Podcast The Home Service Expert Podcast The Home Service Expert Podcast Tommy Mello: $200 Million Founder|Forbes, Inc., Entrepreneur Columnist Global Economic Press Global Economic Press Global Economic Press Ca$hMire de Pierre Couture Ca$hMire de Pierre Couture Pierre Couture The Heart of Entrepreneurship The Heart of Entrepreneurship Dave Kashen and Jesse Pujji Finance Exam Prep Finance Exam Prep Ran Chen, EA, CFP® The Clinton Donnelly Show The Clinton Donnelly Show Clinton Donnelly Skye's The Limit Skye's The Limit Skye Estroff The Build With ICF Podcast The Build With ICF Podcast BuildWithICF.com The Invisible Hand The Invisible Hand Emma Reid Autoblog News Autoblog News Fannys Förebilder Fannys Förebilder Fanny Widman Singing Teachers Talk Singing Teachers Talk BAST Training Proactive - Interviews for investors Proactive - Interviews for investors Proactive Health fitness wealth business podcast series Health fitness wealth business podcast series Clifton pope Market Updates Market Updates Marcus Today ​"Your Path To Career Success" ​"Your Path To Career Success" Kathryn Hall "The Career Owl" Buying and Beyond Buying and Beyond Buying & Beyond The Music Business Buddy The Music Business Buddy Jonny Amos Don Draper's Den Don Draper's Den Dimalanta Design Group Becoming a Cut Flower Grower Becoming a Cut Flower Grower Lydia Watson Relocalizing Health with Dave Chase Relocalizing Health with Dave Chase TopHealth Media Legally Goff Legally Goff 声动早咖啡 声动早咖啡 声动活泼 High Voltage Business Builders Podcast High Voltage Business Builders Podcast Neil Twa
FOMO Investing

Business

FOMO Investing

Brian and Mik

Abivax, an investing lesson in thinking slow, acting fast

July 07, 2026 4:01pm 39 min

Abivax became one of June 2026's wildest biotech stories: a potential best-in-class drug to treat ulcerative colitis, a scary “cancer” headline, a violent selloff, and then a dramatic rebound after Part 2 safety data hel...

Critics weigh in on SpaceX's IPO

June 10, 2026 1:26pm 45 min

Is SpaceX's $1.75 Trillion IPO more like Project Hail Mary or Interstellar?  We unpack the SpaceX IPO from a valuation lens. We synthesize the highly varied perspectives from the ultra bulls (Gavin Baker), the bears (Jim...

Michael Burry Unchained and His Newsletter Gang

May 11, 2026 5:04pm 36 min

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 N...

Jeremy Raper goes for extra credit at the Humm Group

January 22, 2026 5:24pm 39 min

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 chang...

🥂 2 More FOMO — Holiday Special 2025

January 13, 2026 3:12pm 20 min

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 ...

R2 - Rivian Reset?

December 26, 2025 10:13am 17 min

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 t...

Sweetgreen (SG), Mixed Greens

December 15, 2025 5:29pm 12 min

$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 doesn’t save a business. Sometimes the hardest investment...

IonQ Update, November 2025

December 11, 2025 6:22pm 16 min

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 unpack recent developments, including:Management change...

Dealable — Oct 31: Trillion-Dollar AI, Billion-Dollar Biotech

December 10, 2025 5:18pm 36 min

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 structure, Microsoft’s leverage, why Zuck is FOMO-building c...

AI Eats Everything

December 08, 2025 4:14pm 43 min

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 becoming AI-powered specialists, and where value migh...

Dealable, 15th August 2025

October 03, 2025 3:33pm 32 min

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, partnerships, and spin-outs that should happen (even if ...

Theory Check-In: ANSYS/Synopsys, Foundries, and VKTX

October 03, 2025 3:31pm 50 min

(This show was recorded on 31st July 2025)Brian and Mik catch up on a few investment ideas they have been followingWhat we coverANSYS × Synopsys: the deal closed; why a stock-and-cash structure gave us yield and long-ter...

Thesis Grading a multi-year investment in TG Therapeutics (TGTX)

July 16, 2025 8:27am 44 min

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 his multi-year investment thesis in TGTX, from its setb...

Carvana: The Stock Has Been a Wild Ride.  Buckle Up for a Test Drive. 🚗

May 27, 2025 3:33pm 42 min

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 debate between short and long theses. Mik shares his perso...

What is FOMO Investing?

May 16, 2025 7:56pm 46 min

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 psychology behind why investors often feel compelled to a...

ANSYS + Synopsys Merger - Theory Of The Case

April 15, 2025 8:47pm 33 min

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 the backbone of Physics AI. The merger arbitrage oppo...

Checkpoint Therapeutics (CKPT) - Theory Of The Trade

April 11, 2025 3:07pm 39 min

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 Pharma. Brian walks us through his personal “theory ...

IonQ ~ January 2025

March 25, 2025 3:32pm 39 min

An update to our Theory of The Case (TOTC) on IonQ ~ mid-January 2025.  We review Jensen Huang's and Mark Zuckerburg's claims about the timeline for useful quantum computing (being 15+ years out). We also include IonQ ma...

Bitcoin Deep Dive: Myth, Meme, or Mind-Virus?

January 13, 2025 5:53pm 48 min

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-figure price. They discuss how Bitcoin’s role has shi...

Intel Outside

December 30, 2024 2:29pm 33 min

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 recount why Mik initially started investing in Intel when ...

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