In every episode, we pick a stock to analyze, debate, and speculate on its future. Then we decide whether or not to invest in it.

YOLO Capital
Claim This Podcastby Gil Cabochan
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Podcast Overview
In every episode, we pick a stock to analyze, debate, and speculate on its future. Then we decide whether or not to invest in it.
Language
🇺🇲
Publishing Since
10/9/2020
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Recent Episodes

June 1, 2026
YOLO Capital - Episode 28 - SpaceX (SPCX)
<p>In this episode, Eric Sugar and Gilmore Cabochan dive into the S-1 filing for SpaceX's upcoming summer 2026 IPO -- we talk about current and future business lines, its wild ambitions, and explore the possibility of investing. </p><p><br /></p><p> </p>

August 11, 2025
YOLO Capital - Episode 27 - Iris Energy (IREN)
<p>In this episode, Eric Sugar and Gilmore Cabochan delve into the intriguing world of Iris Energy (IREN), which is transitioning from Bitcoin mining to critical AI infrastructure. They discuss the company's strategic pivot to leverage its existing assets for AI cloud services, highlighting the potential and risks involved. The conversation covers the company's market position, financial prospects, and the broader implications of AI and Bitcoin in today's economy. They also explore the volatility and speculative nature of investing in such a company, drawing parallels to high-risk, high-reward scenarios. The episode is a deep dive into the intersection of cryptocurrency and artificial intelligence, offering insights into the challenges and opportunities in this evolving landscape.</p><p><br /></p><p>Chapters</p><p><br /></p><p>00:00 Introduction to Iris Energy</p><p>02:50 Transitioning from Bitcoin Mining to AI Infrastructure</p><p>05:30 The Economics of Bitcoin Mining</p><p>08:22 AI Data Centers: Infrastructure and Efficiency</p><p>11:08 Challenges in Transitioning to AI</p><p>13:38 Market Dynamics and Customer Acquisition</p><p>16:36 The Future of Bitcoin and AI Integration</p><p>19:29 Valuation and Market Perception</p><p>22:02 Investment Strategies and Risk Assessment</p><p>25:00 Conclusion and Final Thoughts</p>

July 22, 2025
YOLO Capital - Episode 26 - Meta (META)
<p>In this episode, we delve into Meta's pivotal role in the digital advertising landscape. With a staggering 40% of the global population interacting with Meta's apps, the company has become a powerhouse in targeted advertising. We explore how Meta leverages AI to enhance ad efficiency, driving significant revenue growth. </p><p><br /></p><p>Join Gilmore Cabochan and Eric Sugar as we discuss the implications of Meta's vast data resources and its strategic investments in AI, positioning itself as a leader in the digital advertising space. </p>
28 total episodes available
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Frequently asked questions
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- What is YOLO Capital?
- How often does this podcast release new episodes?
This podcast updates bi-weekly.
- Where can I listen to this podcast?
This podcast is available on 8 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
- Does this podcast accept guests?
Yes, this podcast regularly features guests.
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