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Being Exponential With Luke Lango
InvestorPlace
21 episodes
4 days ago
In this episode of Being Exponential, we’re unpacking the stories driving innovation, markets, and the next wave of exponential growth. We start with Jamie Dimon’s “credit cockroaches” comment — what he meant, and how companies like First Brands and Tricolor are challenging old narratives in finance and redefining trust in underserved markets. Then we zoom out to the global stage, where China’s restrictions on rare earth metals are shaking up the tech and energy industries. What does it mean ...
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Investing
Business
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All content for Being Exponential With Luke Lango is the property of InvestorPlace and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
In this episode of Being Exponential, we’re unpacking the stories driving innovation, markets, and the next wave of exponential growth. We start with Jamie Dimon’s “credit cockroaches” comment — what he meant, and how companies like First Brands and Tricolor are challenging old narratives in finance and redefining trust in underserved markets. Then we zoom out to the global stage, where China’s restrictions on rare earth metals are shaking up the tech and energy industries. What does it mean ...
Show more...
Investing
Business
Episodes (20/21)
Being Exponential With Luke Lango
5 Profit Forces in AI to Make Money (And Avoid the Bust)
In this episode of Being Exponential, we’re unpacking the stories driving innovation, markets, and the next wave of exponential growth. We start with Jamie Dimon’s “credit cockroaches” comment — what he meant, and how companies like First Brands and Tricolor are challenging old narratives in finance and redefining trust in underserved markets. Then we zoom out to the global stage, where China’s restrictions on rare earth metals are shaking up the tech and energy industries. What does it mean ...
Show more...
1 week ago
57 minutes

Being Exponential With Luke Lango
How Did These Stocks Jump 200 Percent So Fast?
In this episode of Being Exponential, we dive deep into the shifting tides of the modern financial and tech landscape. Is the AI boom turning into a bubble fueled by circular financial deals? We unpack the growing concerns around inflated valuations and capital recycling in the AI ecosystem. We also explore the rise of decentralized betting markets like Polymarket and Kalshi, where real-world events meet on-chain speculation—reshaping how people hedge and predict outcomes. Next, we break do...
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3 weeks ago
28 minutes

Being Exponential With Luke Lango
Best AI Stocks for 2025? OpenAI, Nvidia, Oklo, IonQ, Intel & More
This week on Being Exponential, we’re diving deep into the state of AI stocks. Despite last week’s huge headlines — including the blockbuster deal between OpenAI and Nvidia — the broader AI market is struggling, with major names like Oklo, Bloom Energy, Astera Labs, Dave, Oracle, Credo, and IonQ all down double digits. Is this just a dip worth buying, or are we seeing early signs of the bubble finally cracking? We’ll talk about timelines, signals to watch (like the IPO market), and what might...
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1 month ago
1 hour 13 minutes

Being Exponential With Luke Lango
5 AI Trends That Will DOMINATE The Next 12 Months | Oklo, Opendoor, OpenAI
Welcome back to Being Exponential – the show where we explore markets, technology, and the exponential forces shaping our future. In this episode, we break down some of the most important trends shaping today’s economy and investment landscape. We start with the recessionary pressures hitting blue-collar sectors and what that might mean for the broader labor market. Then we cover the latest Fed updates, interest rate moves, and how monetary policy could impact inflation, growth, and stocks h...
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1 month ago
55 minutes

Being Exponential With Luke Lango
The SHOCKING Truth About Wall Street's Dependence on the Fed
In this episode, we dive into the latest forces shaping markets and technology. We start with the Fed and whether its next moves could help fuel today’s rally. From there, we explore Opendoor, a stock that’s been on fire, and ask if the Fed could play a role in its momentum. Tesla takes center stage as Elon Musk makes his biggest insider purchase ever—$1 billion—and we discuss whether this signals the start of a major TSLA rally. The conversation shifts to the cloud compute wars, with Nvidia ...
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1 month ago
1 hour 1 minute

Being Exponential With Luke Lango
Oracle Stock SOARS 40% in ONE DAY! What's Behind the Surge?
Luke recaps the All-In Summit from a self-driving Waymo and breaks down five big themes shaping the next year in tech and investing: physical AI, the shift to inferencing, tokenized private equity, nuclear + nat gas for AI data centers, and the space economy. We also cover the implications of the most recent job report and also hit Oracle’s monster move, hyperscaler compute shortages, and rapid-fire earnings (Planet Labs, Broadcom, Guidewire, Samsara). Big picture: stay bullish on AI—but watc...
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1 month ago
42 minutes

Being Exponential With Luke Lango
AI Boom Cracking? Nvidia, Palantir, & The Jobs Apocalypse
Is the AI party already winding down? Nvidia just posted blowout earnings—yet the stock stalled. Palantir, Robinhood, CrowdStrike, Snowflake, and more are all sliding. Are we witnessing the early signs of an AI crash? In this episode of Being Exponential, we dive into why stellar earnings may not be enough to sustain the boom, the “AI Jobs Apocalypse” and a new Stanford paper showing AI is already replacing workers, rapid reactions to big earnings reports, and the exponential potential of bat...
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2 months ago
1 hour 25 minutes

Being Exponential With Luke Lango
The Coming Fed Shift & The Stocks Poised to Win (and Crash)
Opendoor just ripped higher — but is it really just retail hype, or something much bigger? In this week’s Being Exponential, we break down why Opendoor might be the right stock at the right time, especially after Jerome Powell hinted at September rate cuts during Jackson Hole. We go deeper into what Fed rate cuts mean for investors: which sectors could soar, why rate cuts are a powerful short-term tailwind, and how they may also set the stage for a bigger crash down the road. Then we revisit ...
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2 months ago
1 hour 9 minutes

Being Exponential With Luke Lango
The NEXT GameStop? Opendoor, Unity & the Robot Revolution!
In this episode, we dive deep into some of the market’s hottest stories. Opendoor has suddenly become one of the most talked about stocks, but is this turnaround truly legitimate or just another GameStop moment? We then shift to Unity Software, which has quietly transformed from a sleeper pick at the crossroads of AI and AR/VR into a breakout star, gaining more than 100% in the past year. Hesai, the LiDAR supplier powering the rise of autonomous vehicles, is soaring after its latest earnings ...
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2 months ago
1 hour 21 minutes

Being Exponential With Luke Lango
ChatGPT-5 Launch: Game-Changer or AI Stock Killer? | Tech Earnings, Tesla Twist & Healthcare Crash
OpenAI’s ChatGPT-5 has landed — delivering best-in-class intelligence while using surprisingly low compute. But could this breakthrough spell bad news for some AI stocks? Luke shares why this launch might usher in a whole new era for AI — one that reshapes the investing landscape. We also rapid-fire through a jam-packed week of tech earnings: Palantir, Axon, AMD, Arista Networks, Astera Labs, Nebius, Uber, Opendoor, Shopify, AppLovin, Symbotic, Duolingo, Dutch Bros — and more. We dive into Te...
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2 months ago
1 hour 7 minutes

Being Exponential With Luke Lango
The AI Jobs Apocalypse Is Already Here
In this week’s Being Exponential, we tackle the hottest question on everyone’s mind: why has U.S. job growth stalled—are tariffs to blame, or has the AI Jobs Apocalypse quietly arrived? Luke and I debate what this means for Fed policy, rate cuts, and your career security in a world where algorithms keep getting smarter. Then, it’s earnings season rapid-fire: from Meta, Microsoft, Amazon and Apple to Qualcomm and Arm, plus breakout (and breakdown) performances at Robinhood, Coinbase, Aurora an...
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2 months ago
1 hour 48 minutes

Being Exponential With Luke Lango
Tesla’s Future vs. Fallout: Earnings, Cheap AI & AI Glasses
On this episode of Being Exponential, we center the conversation around the most polarizing name in tech and mobility: Tesla. Is the tug-of-war between today’s wobbling EV business and tomorrow’s robotaxi/Optimus future resolvable—or is the market pricing in a disconnect too wide to bridge? From there, we run through earnings season with rapid-fire takes on big tech reports (Alphabet, ServiceNow, Spotify, SoFi, Rambus, Celestica) and ask: with cooling trade tensions and solid economic data, i...
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3 months ago
1 hour 14 minutes

Being Exponential With Luke Lango
Humanoid Robots Serving Popcorn?! YouTube TV, Quantum Gold & Privacy Meltdown
On this week’s episode of Being Exponential, we kick off by asking: have humanoid robots truly arrived? Between Tesla’s Optimus serving popcorn to Elon Musk and China’s self-charging Walker S2 running 24/7, it sure feels like science fiction is becoming reality. We’ll explore what these breakthroughs mean for automation, labor and the companies racing to commercialize humanoids. Next, we pivot to the attention economy—YouTube’s reign as “this generation’s TV” meets the rise of AI-generated vi...
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3 months ago
1 hour 30 minutes

Being Exponential With Luke Lango
All In With AI
In this episode of Being Exponential, we unpack the week’s biggest moves at the intersection of geopolitics, tech and markets. First, MP Materials seals blockbuster rare-earth deals with the Pentagon and Apple—what does this mean for the next generation of humanoid robots (and your portfolio)? Then, we tackle the surprise spike in June inflation and the latest trade-war saber-rattling—why our AI-driven productivity thesis still points to a second-half market rally. On the tech front, we share...
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3 months ago
1 hour 11 minutes

Being Exponential With Luke Lango
AI-Powered Politics, Robot Armies & Cancer-Curing Drugs?!
This week on Being Exponential, we’re diving headfirst into the wildest intersections of AI, politics, and the future of humanity. First up: Elon Musk’s surprise launch of the “America Party”—a tech-first political movement that promises to slash government jobs and spendings with AI. Is this visionary or dystopian? We unpack what it really means for democracy and the looming “AI jobs apocalypse.” Then, we shift to the markets and megacorps racing to dominate the AI ecosystem. From Musk’s Gro...
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3 months ago
1 hour 21 minutes

Being Exponential With Luke Lango
Robots & Reboots: Navigating the AI Economy
In this week’s episode of Being Exponential, we dig into the seismic economic shifts driven by AI and robotics—from Amazon’s million-strong robot workforce and humanoid soccer squads in China to Salesforce’s jaw-dropping claim that AI now handles half of its tasks. Luke breaks down the real-world implications for jobs, debt, and the brewing Musk vs. Trump feud over national finances. Then, we shift gears to the markets: why a red-hot 2025 second half is in sight, and how to build a robotaxi a...
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4 months ago
1 hour 28 minutes

Being Exponential With Luke Lango
Stocks Rally Amid Middle East Tensions & Tesla Robotaxi Rollout
On this week’s episode of Being Exponential, we unpack why stocks keep climbing even after U.S.–Iran missile strikes and a steep drop in oil prices, plus the latest whispers of a July rate cut. We revisit our nuclear-vs-natural-gas thesis for powering AI datacenters, explore defense-AI crossover opportunities, and explain why Cathie Wood’s ARK Innovation ETF is breaking out. Then, we break down Tesla’s Austin robotaxi debut—its triumphs and blunders—assess HIMS stock after the Novo Nordisk sp...
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4 months ago
1 hour 18 minutes

Being Exponential With Luke Lango
Geopolitics, AI, and the New Power Shift: Stocks, Stablecoins & Nuclear Energy
In this episode of Being Exponential, we dive into the real forces shaping markets right now—starting with geopolitics. With Iran and Israel exchanging missile fire and U.S. war odds surging, why aren’t stocks reacting more dramatically? We also unpack: The Fed’s upcoming rate decision: when’s the first cut?July 9th’s tariff pause deadline—should investors worry?Why nuclear energy and sovereign AI are the quiet winners of the tech boomA major shift in the AI chips market: from training to inf...
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4 months ago
1 hour 22 minutes

Being Exponential With Luke Lango
GDP Drops, Tariffs Heat Up… But Tech Might Still Save the Market
Trade war headlines are back with a vengeance—illegal tariffs, steel taxes, court rulings—but should we really care? In this episode, we break down why these noisy headlines might be missing the bigger story: a tech-powered future that’s still charging forward. We also dive into the recent Q1 GDP contraction, stalled stock rallies, and Nvidia’s blockbuster earnings. Plus, three tech megatrends you can’t ignore if you're hunting for the next 10x stock: quantum computing, humanoid robots, and f...
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5 months ago
1 hour 8 minutes

Being Exponential With Luke Lango
AI Glasses, Market Recovery & 5 Exponential Stocks to Watch Now
On this episode of Being Exponential, we explore what happens when exponential tech collides with a volatile economy. Trump's renewed tariff threats shook the markets—before backing off just as quickly. Consumer confidence just saw its first bounce in months—does that mean the economy is stabilizing? And as AI agents get smarter, are we entering a new era of job disruption? We also dive deep into why AI glasses might mark the end of the smartphone era, plus take a look at some of the top ex...
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5 months ago
1 hour 18 minutes

Being Exponential With Luke Lango
In this episode of Being Exponential, we’re unpacking the stories driving innovation, markets, and the next wave of exponential growth. We start with Jamie Dimon’s “credit cockroaches” comment — what he meant, and how companies like First Brands and Tricolor are challenging old narratives in finance and redefining trust in underserved markets. Then we zoom out to the global stage, where China’s restrictions on rare earth metals are shaking up the tech and energy industries. What does it mean ...