Stock Club – Details, episodes & analysis

Macroeconomic uncertainty continues to bubble, and global markets are selling off. From the NASDAQ to the FTSE 100, stocks are falling and investors are worried.

While you shouldn’t make any investment decisions during an emotional period, Emmet and Anne Marie break down one American and one European stock they’re watching, despite tariff and recession fears.

Anne Marie pitches French electronic shelf label (ESL) maker VusionGroup (VU) and American stronghold Berkshire Hathaway. Vusion is in the midst of a significant regional expansion, which is unlikely to be deterred, while Berkshire and Buffett are sitting on an eye-watering amount of cash, eager to deploy once the market calms.

Emmet pitches Swedish serial acquirer LifCo. With its business largely confined to Europe, it should dodge the tariff uncertainty. He’s also keeping an eye on Shopify.

Tune in to hear the full pitches.

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00:00 Intro

02:05 Economy Overview

08:58 Stock Market Strategies and Emotional Investing

13:59 Deep Dive into VusionGroup

28:30 Introduction to Lifco

36:30 Costco and Other Conservative Stocks

39:50 Berkshire Hathaway: The Ultimate Serial Acquirer

48:08 Shopify and the Impact of Tariffs

The Trump administration appears poised to enact extensive tariffs against Canada, Mexico, China, and the European Union. This has triggered the stock market’s least favorite sentiment: uncertainty.

As stocks sell off and institutional investors seek greener pastures, it can be difficult to know how to adjust your long-term investment strategy. Fortunately for Stock Club listeners, we’ve got you covered with an interview featuring Taylor Krystkowiak.

Krystkowiak is a Vice President and Investment Strategist at Themes ETFs. With more than a decade of experience in asset management and investment analysis, he leads the publication and presentation of macroeconomic research at Themes.

In our conversation, Krystkowiak breaks down the rotation into foreign equities, value stocks, and gold—and makes a compelling case for big-name bank stocks.

Tune in to hear how the market is moving and calm your investing nerves despite the frothy conditions.

Prophet, MyWallSt's latest investing service, is focused on delivering market-beating in less than 5 minutes a month.

We are running a three-month free trial for our followers.

No commitment, cancel anytime.

Click here to grab your trial.

Become a successful investor by checking out all the content MyWallSt has to offer:

📩 Email us: pod@mywallst.com

📚 Learn the fundamentals of investing by downloading our free Learn app: https://bit.ly/3DXPOz7

💻 Keep updated on stock market news by visiting our blog: https://mywallst.com/blog/

🎧 Tune in to our podcast Stock Club to stay updated on weekly news: https://mywallst.com/stock-investment-podcast/

🎉 Follow MyWallSt on social:

🐦 Twitter: @MyWallStHQ

💃 TikTok: @MyWallSt

📸 Instagram: @MyWallSt

🖥️ Facebook: @MyWallSt

👔 LinkedIn: MyWallSt

00:00 Intro

03:31 Current US Economic Landscape: A Helicopter View

11:22 Opportunities Amidst Uncertainty: Euro Stocks and Defense Stocks

18:06 Market Rotation: From Tech to Defensive Stocks

21:47 Gold: A Safe Haven in Uncertain Times

26:01 The Challenge of Timing the Market

30:32 Psychology and Market Volatility

36:32 The Role of Options in Modern Trading

40:57 Leveraged ETFs: Amplifying Risk and Reward

47:36 Highlighting Themes Top ETFs

It was a hectic week on the stock market thanks to our latest AI overlord: DeepSeek.

After announcing its R1 model achieved performance on par with OpenAI’s o1 reasoning model for a mere $6 million, big tech and energy stocks sold off. Maybe we don’t need to spend billions of dollars to achieve a juiced-up Siri.

Mike and Emmet unpack DeepSeek, what it means for the biggest AI stocks, and share a healthy dose of tin foil hat conspiracy theories. Geopolitical factors could certainly be at play.

Stick around until the end to hear two solid, boring, AI-free stock pitches. If you need a reminder to diversify your portfolio, here it is.

If you’ve ever wanted to follow along with one of the world’s most successful long-term investors, now is the time. Horizon follows Emmet’s journey to uncover the next 100 bagger, one of which might just be from Ireland. If you’d like to read about this stock and a dozen other incredible investments, sign up for Horizon.

We have an exclusive offer for our podcast listeners, to grab it, email us at frank@mywallst.com

Don’t wait.

frank@mywallst.com

Become a successful investor by checking out all the content MyWallSt has to offer:

📩 Email us: pod@mywallst.com

📚 Learn the fundamentals of investing by downloading our free Learn app: https://bit.ly/3DXPOz7

💻 Keep updated on stock market news by visiting our blog: https://mywallst.com/blog/

🎧 Tune in to our podcast Stock Club to stay updated on weekly news: https://mywallst.com/stock-investment-podcast/

🎉 Follow MyWallSt on social:

🐦 Twitter: @MyWallStHQ

💃 TikTok: @MyWallSt

📸 Instagram: @MyWallSt

🖥️ Facebook: @MyWallSt

👔 LinkedIn: MyWallSt

00:00 Intro

03:18 DeepSeek's Impact on the Stock Market

07:50 Innovation Through Scarcity

23:04 Geopolitical Implications and Skepticism

29:29 Winners and Losers in the AI Race

37:32 NVIDIA's Market Challenges

41:56 Two Non-AI Stocks Worth a Look

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Today we say Bye Bye to Bed Bath & Beyond as the beleaguered retail empire finally falls to bankruptcy, but not before it took plenty of retail investors' cash with them. We also break down some Big Tech earnings and decide whether Google’s valuation is looking attractive, as well as asking important questions like: does Taylor Swift have a CFA?

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Today we dig into Netflix’s earnings report. The streamer reported a solid quarter, adding almost 2 million subscribers as well as updating us on the ending of password sharing and its push into ads. We also: 

• Discuss Lululemon and check in on the at-home fitness trend
• Ask whether Apple will take over the world of finance
• And we pitch two stocks most affected by the adoption of AI

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Sign up for Charging and Fearless today and receive a new stock pitch in your inbox every week. This service is absolutely free and draws on MyWallSt’s expert analyst team to deliver new and exciting investment opportunities from all over the world. Sign up here. 

Today we have a deep-dive into the online dating industry, where we look at the trends, pick our favorites, and find out why stocks like Match and Bumble have been on such a slide lately. We also:

• take a look at newcomer Grindr
• Give some tips and tricks on how to navigate earnings season
• And pitch two of our favorite Charging & Fearless stock picks so far

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Today we break down the blockbuster acquisition of the WWE by the Endeavor group, which will be merging with the UFC to form the most testosterone-fueled business on Wall Street. Aside from the armbars and chokeslams:

• Emmet takes on Chinese EV-maker NIO
• And we do a mini deep-dive on the freelancer industry

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Sign up for Charging and Fearless today and receive a new stock pitch in your inbox every week. This service is absolutely free and draws on MyWallSt’s expert analyst team to deliver new and exciting investment opportunities from all over the world. Sign up here. 

In light of Silicon Valley Bank’s historic collapse, we’re going to do a mini history lesson on bankruptcy on Wall Street. We discuss the largest, fastest, and most spectacular capitulations the stock market has ever seen while closing out the show with some improbable success stories. Enjoy!

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Sign up for Charging and Fearless today and receive a new stock pitch in your inbox every week. This service is absolutely free and draws on MyWallSt’s expert analyst team to deliver new and exciting investment opportunities from all over the world. Sign up here. 

We have a great episode lined up for you today as we get to sit down with the lads from ChitChat Money, hear their story, what it's like to set up your own fund in your twenties, and they leave us with 5 stocks they would buy and hold forever. You find them on Substack and Spotify or check out Arch Capital for yourself.

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Sign up for Charging and Fearless today and receive a new stock pitch in your inbox every week. This service is absolutely free and draws on MyWallSt’s expert analyst team to deliver new and exciting investment opportunities from all over the world. Sign up here. 

Today we’re talking about what went wrong at Silicon Valley Bank, including how a bank run works, and what unique circumstances led to the collapse of the 16th largest bank in the U.S. We also:

• Discuss the implications this may have on the crypto market
• And Emmet and Anne Marie pitch their favourite financial stocks

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