Hosted by Brian and Mik · 🇺🇸 US · EN · 26 episodes
Established thought leaders with verified media credentials.
Brian and Mik explore the world of investing through real-world examples and behavioral economics principles.
Brian and Mik hosts FOMO Investing, a business show with 26 episodes published.
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
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
In this episode of FOMO Investing, we develop our Theory Of The Case (TOTC) on IonQ (IONQ). In TOTC episodes, we have an open-ended discussion on an investment that we are beginning to research. We dive into the fundamen
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FOMO Investing is hosted by Brian and Mik. The show is categorised under business (investing) and has published 26 episodes.
FOMO Investing has published 26 episodes.
FOMO Investing regularly covers business, investing. It sits in the business category, with a investing focus.
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Episodes of FOMO Investing average 36 minutes. a focused format where a clear narrative arc and tight preparation matter most.
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