HeyJaredFOMO Investing
Brian and Mik explore the world of investing through real-world examples and behavioral economics principles.
- Indexed episodes, last 90 days
- 3
- Latest publication
- Aug 12, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 7, 2026
Latest episodes
Buffett, Abel, and the Ham Sandwich Test (opens the original)
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Berkshire Hathaway is entering its next chapter: Warren Buffett has handed the keys to Greg Abel, but the playbook still looks familiar — buy great businesses, stay patient, keep dry powder, and swing hard only when the fat pitch arrives. We unpack Berkshire’s massive cash balance, its surprising new Alphabet position, what Buffett’s move into Google says about updating your beliefs, and why the real lesson for FOMO investors may be the least exciting one: patience, position sizing, and the disc
Intuitive Surgical: The Quiet Robotics Compounder (opens the original)
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A note before listening: We recorded this conversation on May 15, 2026, when Intuitive Surgical was trading at roughly $420 per share. As of July 21, the stock is trading around $354—approximately 16% lower. If we found the business compelling at $420, it is certainly worth another look at today’s price. Intuitive Surgical is one of the great zero-to-one business stories of the past 30 years. The company helped create robotic surgery, built a dominant ecosystem around its da Vinci platform, and
Abivax, an investing lesson in thinking slow, acting fast (opens the original)
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Abivax became one of June 2026's wildest biotech stories: a potential best-in-class drug to treat ulcerative colitis, a scary “cancer” headline, a violent selloff, and then a dramatic rebound after Part 2 safety data helped reframe the risk. We unpack how the market may have misread the cancer risk and why deep context matters in biotech investing and taking advantage of wild swings. References: -Brian's X poll on the part 2 safety data -Brian's practical approach to using cash-secured puts to g
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