Dumb Money Live
by Dumb Money
Latest episode
The AI Energy Bubble: Biggest Opportunity or Biggest Trap?
The AI Energy Bubble: Biggest Opportunity or Biggest Trap?
About this podcast
Dumb Money Live is the investing show where real life becomes the research.
We’re Dave Hanson, Chris Camillo, and Jordan Mclain. We turned tens of thousands into tens of millions by spotting changes in consumer behavior, culture, technology, and everyday life before Wall Street catches on.
We invest our own money, share the trades we’re making, and debate the stocks, trends, and ideas that could produce the next life-changing investment.
They call us “Dumb Money.” We’re still proving them wrong.
Episodes
The newest 50 of 316 episodes
- The AI Energy Bubble: Biggest Opportunity or Biggest Trap? · 1 h 30 minAI is running into a problem even the most powerful chips can't solve: not enough electricity. The power shortage is real. Today on Dumb Money: Are AI energy stocks the biggest…
- AI Is Running Out of Human Data. Here’s the Trade. · 60 minAI has spent years learning from everything humans put online. What happens when the best human-generated data starts running out? Today on Dumb Money, we reveal our trade…
- Meta's Muse Just Changed the Al Trade — Here's What We're Buying · 51 minMeta's Muse went viral over the weekend, and on Monday, Wall Street woke up. Meta jumped 11% in a single day, nearly $200 billion in market cap, because of a chatbot with a plush…
- GPT-6 Astra Is Here. Are You Holding the Wrong AI Stocks? · 1 h 5 minGPT-6 Astra could change the AI trade in ways Wall Street isn’t ready for. Today on Dumb Money, are you in the wrong AI stocks?
- Tesla’s Robotaxi Is Finally Real—Now What Happens to $TSLA? · 1 h 23 minTesla’s Cybercab is finally on the streets with no steering wheel, no pedals and nobody behind the wheel. The launch left investors with plenty of unanswered questions, but the…
- The Trade Nobody Sees Coming · 1 h 4 minToday on Dumb Money, one of our favorite trade genres seems to be back.
- GTA 6 Launch Trade: Boom or Bust for Take Two? · 1 h 18 minEveryone knows GTA 6 will be massive. TTWO's already priced for it. Is "massive" enough?
- SpaceX IPO: Get Rich or Get Wrecked · 56 minIs SpaceX about to mint a new generation of millionaires with its long-awaited IPO, or will investors get burned in one of the most hyped public debuts ever? Today on Dumb Money…
- The Internet Can't Stop Buying This Wrap... We Bought the Stock · 52 minToday on Dumb Money, we break down the Caesar wrap that seems to have taken over the internet and why we think it could be signaling something much bigger for the stock behind…
- Graham Sold Everything... Here’s What He's Buying · 1 h 8 minToday on Dumb Money, one of YouTube’s biggest real estate bulls just made a move nobody expected... he’s selling it all. What does Graham Stephan see that everyone else is missing?
- #1 on Amazon... and Almost No One Owns the Stock · 1 h 2 minToday on Dumb Money, a pure social arb trade revealed. The small public company behind a massive trend and #1 best seller on Amazon.
- AI Bull Case = Financial Crisis? · 1 h 14 minToday on Dumb Money, is the AI bull case actually macro bearish? We break down the “Intelligence Spiral” thesis — how unstoppable AI could crush white-collar wages, hollow out…
- Our Worst Market Week Ever — How We Make It Back x2 · 1 h 13 minBig Tech just had one of its worst weeks in years. Earnings were mixed, expectations were impossible, and the market punished everyone from AI spenders to chipmakers to SaaS…
- Meta Beats. Microsoft Misses. Why Amazon Matters Most · 1 h 41 minMeta beat. Microsoft missed. The reactions were extreme. Today on Dumb Money, we look past the headlines and focus on what Big Tech earnings are actually telling us — especially…
- Consumers Are Obsessed. Wall Street Hasn’t Noticed Yet · 1 h 0 minToday on Dumb Money, the company that quietly dominated the holidays.
- The Real AI Trade in 2026 · 44 minThe AI trade most people are focused on is infrastructure. Chips. Data centers. Power. We think the more interesting opportunity is what comes next when AI quietly absorbs work…
- The AI Stock Nobody Understands · 59 minAI isn't running out of GPUs… it's running out of power. Today on Dumb Money, the overlooked AI energy supplier that could be one of the most misunderstood stocks in the market.
- The Biggest Risk After Nvidia Earnings · 55 minToday on Dumb Money, our trade setup after $NVDA earnings.
- Take profits or double down? · 1 h 42 minToday on Dumb Money, we're making moves in anticipation of the upcoming big tech earnings reports. After the market closes on Wednesday, Microsoft, Alphabet, and Meta will…
- The Soft Revolution: Inside 1X’s Surprising Breakthrough in Humanoid Robots · 21 minChris just got back from visiting four humanoid robot labs in California, including one that completely changed his mind. In this episode, the Dumb Money crew dives deep into…
- First Impressions of the Sora app · 24 minChris & Dave give their first impressions of OpenAI's invite-only video generation app Sora and predict how this social platform will evolve.
- It’s Happening: Optimus 3 Changes Everything · 54 minTesla's Optimus Gen 3 could be the company's biggest bet yet — maybe even bigger than cars. Elon says the new design is "sublime," but can it really deliver on the hype? Today we…
- The Perfect Trade · 1 h 0 minToday on Dumb Money, how the Wizard of Oz at the Sphere Las Vegas changes everything for $SPHR stock.
- The Google Trends Glitch Nobody’s Talking About · 43 minFor nearly two decades we've relied on Google Trends as one of the most powerful tools for spotting alpha. But something changed. We dive into why the data looks broken, how…
- Trading the Taylor Swift Engagement · 41 minToday on Dumb Money, we're discussing the highly anticipated Taylor Swift engagement stock trades that everyone is buzzing about.
- The Backdoor Bet on OpenAI · 1 h 6 minToday on Dumb Money, this overlooked AI stock lets you buy OpenAI today.
- 3x or Zero - The Bet We’re Making This Week · 1 h 9 minToday on Dumb Money, how we're playing the American Eagle Outfitters over the Sydney Sweeney controversy.
- Our Biggest Trade Ever (and what we’re buying next) · 1 h 18 minToday on Dumb Money, why our Nvidia trade worked and how we're applying that to our next trade
- Double Down or Take Profits on $HOOD · 45 minToday on Dumb Money, with Robinhood stock hitting all-time highs of $100, is it time for us to cash out? Or go all in?
- The Only Stock We’re Buying More Of Right Now · 1 h 16 minToday on Dumb Money, our #1 stock just got even stronger. Here's why.
- The Labubu trend is massive and investable! · 59 minToday on Dumb Money, the craziest trade we've made in years.
- Trump/Elon War Changes Everything · 1 h 32 minToday on Dumb Money, what the war between Donald Trump and Elon Musk means for investors.
- Cracking the Trump Code: Our Next Big Bet · 1 h 13 minToday on Dumb Money, how we're investing in Trump's secret plan to supercharge America's economy.
- We just invested in a sociopath · 57 minWe just invested in a company run by a sociopath—a trait we've noticed several successful leaders have in common. Today on Dumb Money, we discuss this investment and how to…
- Capitalizing on Chaos · 1 h 6 minToday on Dumb Money, how investors can win the trade war with China.
- Robot Revolution: Truth or Hype? · 2 h 39 minToday on Dumb Money, what you need to know about humanoid robots.
- Trading the DOGE dividend · 37 minElon Musk's DOGE initiative promises big wins for some, while others brace for uncertainty. Today on Dumb Money, our picks for stock winners & losers.
- Our DeepSeek stock trades — winners and losers · 1 h 25 minToday on Dumb Money, picking winners and losers in the wake of DeepSeek.
- Trading Trump’s First 100 Days · 57 minTrump's inauguration saw new traditions and executive orders, signaling a deregulated business environment. Today's Dumb Money episode will discuss Trump's impact on Wall Street…
- Willow: End of Bitcoin? Generational investment? · 57 minWill Google's new Willow chip crack cryptography? Today on Dumb Money, why we think Willow could be a generational investment opportunity.
- Holiday Short Squeeze: the trade everyone’s missing · 1 h 23 minToday on Dumb Money, our biggest holiday trade yet.
- Tesla FSD v13 Breakthrough: Final shot to buy $TSLA? · 1 h 3 minTesla officially started rolling out version 13 of its Full Self-Driving software to its owners over the weekend, and reviews of the significant improvements have been going…
- Our #1 Trump Trade · 48 minPost-election, the stock market soared, with Trump trades like Tesla, Bitcoin, and GEO Group performing exceptionally well. As Trump 2.0 becomes priced in, we consider future…
- Bitcoin’s Best Kept Secret · 49 minToday on Dumb Money, why bitcoin's true value is still underestimated.
