In this episode, Martin discusses developments around a potential oral PGL-1 breakthrough and what it could mean for the broader biotech landscape. He also walks through an advanced transcript on Godel, explaining how he uses it to analyze complex scientific and market information.

In this episode, Martin discusses why he believes private equity has already positioned itself in what could become the next Nvidia. He examines what this early institutional interest may signal for the future of AI stocks and outlines how he’s thinking about the next phase of the sector’s growth.

Panel: Martin Shkreli, Adrian Dittmann, Outa.

Recorded on 12/23/2025.

In this episode, Martin recounts his claim that the SEC restricted his trading account and discusses how this affects his ability to manage positions moving forward. He explains why he still isn’t finished with his CAPR thesis, then shifts to broader market topics, including his outlook on Intel and emerging developments in photonic computing.

In this episode, Martin describes how a major trading setback forced him to rethink his approach and pivot professionally. He walks through what happened during the CAPR short squeeze, the market dynamics that drove it, and the lessons he drew from managing the aftermath of the trade.

In this episode, Martin compares the stability of AAA bonds with the current state of the broader market, explaining how risk-adjusted returns stack up between the two. He also walks through his approach to valuing AstraZeneca’s drug pipeline, examining key assets, projected timelines, and the factors that shape his long-term outlook on the company.

In this episode, Martin takes a deep look at AstraZeneca, highlighting two major areas of potential he sees within the company’s long-term strategy. He breaks down AZN’s drug portfolio, reviews its key clinical programs, and explains how these components shape his perspective on the stock’s future performance.

In this episode, Martin examines Google’s continued momentum, focusing on how its TPU strategy is driving renewed market optimism. He also reviews a weakening forecast for Novo Nordisk, breaking down the factors behind the shift and what it could mean for the company’s long-term outlook. The episode closes with his broader analysis of how these developments fit into current market trends.

In this episode, Martin explains why he thinks the market may be setting up for another rally and identifies what he considers his safest long position in the current environment. He also discusses why he believes CAPR could face a sharp decline, and shares updated views on Nvidia and IonQ as shifting market conditions continue to shape his strategy.

In this episode, Martin weighs in on whether a Santa Claus rally is possible amid growing signs of market strain. He discusses consumer overspending, the latest developments surrounding OpenAI, and the broader signs he believes point to a bubble nearing its breaking point.