Free Daily Podcast Summary
FOMO Investing: Daily Summaries Delivered
by Brian and Mik
Brian and Mik explore the world of investing through real-world examples and behavioral economics principles.
Latest Episodes
The most recent episodes — sign up to get AI-powered summaries of each one.
- 6 days ago45 min
Critics weigh in on SpaceX's IPO
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 Chanos, Nicolas Owens, and Suryansh Sharma - Morningstar), and the astute observers (Ashwath Damodaran, aka "the dean of valuation").
- May 11, 202636 min
Michael Burry Unchained and His Newsletter Gang
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 Nvidia and Palantir in the middle of a very frothy AI market.
- Jan 22, 202639 min
Jeremy Raper goes for extra credit at the Humm Group
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 change ahead of a February shareholder meeting.They walk through the competing narratives: a founder-led board defending its strategy versus an activist arguing the company is undervalued due to poor governance and capital allocation. Along the way, they discuss downside protection, third-party bids, and special situations.Rather than a stock pitch, this is a case study in pattern recognition: how governance disputes, excess cash, and strategic activist pressure can create asymmetric outcomes.
- Jan 13, 202620 min
🥂 2 More FOMO — Holiday Special 2025
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 and GLP-1 biotechs, and share plans for the year ahead.
- Dec 26, 202517 min
R2 - Rivian Reset?
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 than just another EV manufacturer.
- Dec 15, 202512 min
Sweetgreen (SG), Mixed Greens
$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 investments aren’t the complex ones—they’re the obvious ones.
- Dec 12, 202516 min
IonQ Update, November 2025
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 changes (CEO and CFO),IonQ's competitive position in the broader quantum market.Challenging valuation metrics ($15 -16 billion on $100 million of revenue)IonQ's $2 billion in Equity financing at $93/share (h/t to Andrew Walker's piece that has a great breakdown of this, link below)🔗 LinksTheory of the Case — IonQ (Nov 2024): https://fomo.transistor.fm/episodes/theory-of-the-case-ionqIonQ Update (Jan 2025): https://fomo.transistor.fm/episodes/ionq-january-2025Andrew Walker on IonQ financing: https://www.yetanothervalueblog.com/p/the-evolution-of-meme-stock-financingChris Monroe on quantum computing and IonQ https://www.youtube.com/watch?v=-eo_VV0Z4aE&t=6249s
- Dec 10, 202536 min
Dealable — Oct 31: Trillion-Dollar AI, Billion-Dollar Biotech
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 compute, and whether OpenAI should even want to be a public company. Also: the underrated bottlenecks—power, foundries, CUDA, China—and why this boom feels like 1999 with actual revenue.Then we jump to biotech to cover the Pfizer and Novo bidding war for Metsera (Pfizer ultimately won with its $8 billion deal). The bidding for Metesera drew at least six bidders and may set-off a chain reaction in the GLP-1 space. We speculate on what this deal might mean for Viking (VKTX) and others in the GLP-1 / obesity space.
Customized Recaps
AI-powered recaps with compact key takeaways, quotes, and insights.
Straight to Your Inbox
Get key takeaways from FOMO Investing in a 5-minute read.
Save Hours Every Week
Stay current on your favorite podcasts without falling behind.
Frequently Asked Questions
What is Podzilla's FOMO Investing daily summary?
It's a free AI-powered email that summarizes new episodes of FOMO Investing as soon as they're published. You get the key takeaways, notable quotes, and links & mentions — all in a quick read.
How does the FOMO Investing podcast summary work?
When a new episode drops, our AI transcribes and analyzes it, then generates a personalized summary tailored to your interests and profession. It's delivered to your inbox every morning.
Is this an official FOMO Investing product?
No. Podzilla is an independent service that summarizes publicly available podcast content. We're not affiliated with or endorsed by Brian and Mik.
Can I get summaries of other podcasts too?
Absolutely! The free plan covers up to 3 podcasts. Upgrade to Pro for 15, or Premium for 50. Browse our full catalog at /podcasts.
What topics does FOMO Investing cover?
FOMO Investing covers topics including Business, Investing. Our AI identifies the specific themes in each episode and highlights what matters most to you.
Start getting FOMO Investing summaries tomorrow morning.
Free forever for up to 3 podcasts. No credit card required.
Free forever for up to 3 podcasts. No credit card required.