Brian and Mik
FOMO Investing
Brian and Mik explore the world of investing through real-world examples and behavioral economics principles.
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Episodes
Do CEOs matter? 08.11.2024 33:57
Episode Summary: In this episode of FOMO Investing , Brian and Mik discuss the role of CEOs in determining the success of companies. They explore whether a CEO's leadership matters more than the industry's inherent economics. Drawing parallels with iconic leaders like Steve Jobs, Tim Cook, and Mark Zuckerberg, the discussion highlights how different leadership styles impact innovation, company cul...
FOMO Investing Intro 04.10.2024 29:56
In this episode, Mik and Brian discuss the concept of FOMO investing and how to develop a principled approach to investing. They explore the current state of the market, the valuation of tech stocks, and the significance of Warren Buffett's decision to reduce his exposure to Apple. They also touch on the topics of AI, compute, and the potential opportunities and risks they present. The conversatio...
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