Podcast Episode

This guy made $80M in profit. Here's his next 3 stock picks

Who’s talking

4 speakers
Chris Camillo1 hr 7 min · 78%
Shaan Puri15 min · 17%
Sam Parr4 min · 4%
Speaker 219 sec · 0%

Transcript

236 turns · 1 hr 26 min
CC
Chris Camillo0:00

The world is still unsure about how this is gonna play out. I'm not unsure. I'm willing to bet it all.

Speaker 20:07

[singing] I feel like I could rule the world. I know I could be what I want to. Uh, I put my all in it like no days off. On the road less traveled, never looking back.

SP
Shaan Puri0:16

What's up? Chris, good to see you again.

CC
Chris Camillo0:18

Hey, Sean. How you doing, man?

SP
Shaan Puri0:20

I'm good. So we should start with a little, a little intro. Sam, you weren't here last time Chris was on. Chris, can you do, like, the, the, the simplest explanation of who you are, number one, and then number two is your kind of unique philosophy and unique strategy that you've used to buy and, you know, buy and sell stocks to invest?

CC
Chris Camillo0:41

Yeah, I mean, I'm a reg- I'm a regular person. For most of my career, I've had a regular job. Uh, I'm not a financial analyst. I'm not a technical trader. I hate all that stuff. I hate technicals. I hate fundamentals.

SP
Shaan Puri0:52

[chuckles]

CC
Chris Camillo0:52

I'm like most regular people, right? Like, a normal guy with a normal job that was trying to break out, you know, try to find a future for myself because I realized that my job was capped, like 99.9% of people in this world. And, you know, I started investing, something I call observational investing or social orb investing, which is... Really all it is, is trying to detect change in the world, whether it's change in technological development or change in culture, change in consumer behavior, but you're trying to detect change, and you're trying to connect that change, uh, connect the dots to companies that would either benefit or be harmed by that change. So you're-- and then you're investing in those companies. It's, it's that simple.

SP
Shaan Puri1:37

One of many a ways that you personally observe is through social media comments.

CC
Chris Camillo1:41

Yeah, I mean, like, think about it. Like, how do you observe change in the world the quickest? What do people do before they change their life? They talk about it, right? Before you can see the evidence of it, they talk about it. If you're a developer a-and, and you're changing the way that you develop software and you're, you're adopting AI in your company, you're probably in Reddit forums with other developers speaking about it.

SP
Shaan Puri2:06

And it's not always tech. A lot of it is just consumer behavior, right? Because, uh, I remember you had one that was around the Sphere, which most people don't even realize. That's the, the big, the big dome in Vegas.

CC
Chris Camillo2:16

Yeah.

SP
Shaan Puri2:16

The Sphere.

CC
Chris Camillo2:17

Yeah.

SP
Shaan Puri2:17

It's a publicly traded stock, and I think you noticed... What was it? The Wizard of Oz. You, you were like, "Dude, this Wizard of Oz show."

CC
Chris Camillo2:25

Yeah, game, game, game changer, right? They didn't quite nail product market fit at the Sphere until that Wizard of Oz came out, and they were like, oh, take an old movie, use AI to make it more interesting in terms of visuals to put it on this insane projection screen, and then add some 4D effects like a tornado, and the wind's blowing, and all this stuff, and all of a sudden, you created a unique human experience that would go viral on TikTok, which is exactly what happened. And now people from around the world, from Europe, are like, "We're going to Vegas to go to the Sphere place to see this Wizard of Oz that we saw went viral on TikTok," right?

Episode notes

Shaan's guide to go from $0 to $1M: https://clickhubspot.com/pfkv

Episode 846: Sam Parr ( https://x.com/theSamParr ) and Shaan Puri ( https://x.com/ShaanVP ) talk to Chris Camillo ( https://x.com/ChrisCamillo ) about the 5 trades he’s betting on in 2026.

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Show Notes:

(0:00) Social Arbitrage

(6:29) Needohs

(20:16) Nerd culture

(27:06) Information asymmetry

(46:30) Amazon

(1:02:21) Podcasting

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Links:

• Dumb Money Live - https://www.youtube.com/DumbMoneyLive 

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Check Out Sam's Stuff:

• Hampton (joinhampton.com): My community for founders. Average member does $25m/year. Many of the guests are members. Get after it...apply: http://joinhampton.com/mfm

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Check Out Shaan's Stuff:

• Shaan's weekly email - https://www.shaanpuri.com 

• Visit https://www.somewhere.com/mfm to hire worldwide talent like Shaan and get $500 off for being an MFM listener. Hire developers, assistants, marketing pros, sales teams and more for 80% less than US equivalents.

• Mercury - Shaan uses Mercury across all of his companies. you can too: http://mercury.com/ 

*Mercury is a fintech

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