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Hosted by Unknown Host · 🇺🇸 US · EN · 29 episodes
Established thought leaders with verified media credentials.
Brian and Mik explore the world of investing through real-world examples and behavioral economics principles.
Unknown Host hosts FOMO Investing, a business show with 29 episodes published.
A note before listening: We recorded this conversation on May 15, 2026, when Intuitive Surgical was trading at roughly $420 per share. As of July 21, the stock is trading around $354—approximately 16% lower. If we found
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
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, Nicolas Owens an
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
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
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
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 th
$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
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 chang
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
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
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
(This show was recorded on 31st July 2025) Brian and Mik catch up on a few investment ideas they have been following What we cover ANSYS × Synopsys: the deal closed; why a stock-and-cash structure gave us yield and long-
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 setba
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
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 ac
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 opport
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
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 man
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
Gavin Baker
Managing Partner and Chief Investment Officer · Atreides Management
1 appearance on this show
Jim Chanos
Chanos & Co.
1 appearance on this show
Suryansh Sharma
Morningstar
1 appearance on this show
Cliff Sosin
Yet Another Value Podcast
1 appearance on this show
Thomas Kramer
IonQ
1 appearance on this show
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FOMO Investing is hosted by Unknown Host. The show is categorised under Business (investing) and has published 29 episodes.
FOMO Investing has published 29 episodes.
FOMO Investing regularly covers Business, Investing. It sits in the Business category, with a investing focus.
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FOMO Investing hasn't explicitly signalled guest openness in recent episodes. That doesn't rule out pitching. your hook just needs to be especially compelling and relevant to their recent content.
Episodes of FOMO Investing average 37 minutes. a focused format where a clear narrative arc and tight preparation matter most.
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