E30: First Mover's Edge - Being an Early Adopter, Palantir, & Politics - does Crypto matter?

Politics matter but can they be a distraction for investors? We discuss the way to handle political complexity in the context of Trump's criminal trial. There are over 50 million US crypto wallets. Monkey thinks crypto philosophy runs deep and that crypto policies will strongly influence the upcoming US elections. Badger is sceptical.50% or more invested in one holding: we revisit the principles of risk allocation, and how life context matters when making these decisions. Being an early adopter can spell huge returns or notable losses. This week, we dissect whether jumping into an investment trend at the outset is a savvy strategy or a risky gamble, and explore how our different experiences with early investments have shaped our approach and outlook. Badger uses Palantir $PLTR as an example of the difficulty of changing one’s mind whereas Monkey can’t shake its 1984 Orwellian vibes. If technology and science are neutral, why was Oppenheimer so worried about humans blowing up the planet? If you learned something about investing and enjoy our conversations, please leave us a review on Apple Podcasts and Spotify — it will really make a difference to us. $TSLA $PLTR $BTC 00:00:00 Intro 00:00:59 How much exposure is too much exposure 00:06:59 Should politics impact your thinking as an investor? 00:24:30 Is being an early adopter investor dangerous 00:35:15 The ability to change your mind is an investing superpower ---A humble request to all our listeners: please leave us a review on Apple or Spotify if our Wall Street Wildlife episodes have helped you become a better investor.You can find more episodes of the podcast at ⁠wallstreetwildlife.com⁠, and you can follow us at:⁠X.com/7LukeHallard⁠⁠X.com/7FlyingPlatypus⁠ Wall Street Wildlife is also on Instagram @wallstreetwildlife. ---Fed up with the stock market giving you a hard time?- Invest like seasoned pros with over 40 years in the game- Discover the world's leading companies- Sharpen your best investing practices and ditch the worst- Learn how to start investing- Essential investing principles to boost your returns ---investing in stocks for beginners, stock trading for beginners, stocks and shares for beginners, investing 101, learn how to invest, stock market for dummies