Being Exponential With Luke Lango

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Being Exponential With Luke Lango

InvestorPlace

25 episodes

1 week ago

In this episode of Being Exponential, we’re breaking down the biggest stories shaping markets and technology right now. Everyone’s talking about the AI bubble — is it about to burst, or is this just another dip before the next wave of exponential growth? We dig into what’s really happening behind the headlines and why the smartest money isn’t panicking. Then we tackle the housing market crisis, exploring how high rates, tight supply, and shifting demographics are creating both chaos and opp...

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In this episode of Being Exponential, we’re breaking down the biggest stories shaping markets and technology right now. Everyone’s talking about the AI bubble — is it about to burst, or is this just another dip before the next wave of exponential growth? We dig into what’s really happening behind the headlines and why the smartest money isn’t panicking. Then we tackle the housing market crisis, exploring how high rates, tight supply, and shifting demographics are creating both chaos and opp...

Show more...

Episodes (20/25)

Being Exponential With Luke Lango

AI Is Still Booming The Housing Crisis Is America's Biggest Problem!

In this episode of Being Exponential, we’re breaking down the biggest stories shaping markets and technology right now. Everyone’s talking about the AI bubble — is it about to burst, or is this just another dip before the next wave of exponential growth? We dig into what’s really happening behind the headlines and why the smartest money isn’t panicking. Then we tackle the housing market crisis, exploring how high rates, tight supply, and shifting demographics are creating both chaos and opp...

1 week ago

35 minutes

Being Exponential With Luke Lango

Is the AI Bubble Popping Right Now?

In this episode of Being Exponential, we break down a huge week in markets and tech — from surprising earnings to bold moves in the AI race. We dig into Michael Burry’s latest tweet on asset depreciation, why it matters for investors, and how it might signal a shift in market psychology. We also dive into SoftBank going all-in with OpenAI, what their stake signals for the future of AGI, and why they may be trimming or selling their NVIDIA position. Is it portfolio rebalancing… or a strategic...

2 weeks ago

55 minutes

Being Exponential With Luke Lango

The $380 Billion Tech Funnel Explained! And How to Profit from It.

In this episode of Being Exponential, we dive into one of the biggest weeks in markets this year — a week that saw Big Tech earnings, a Fed rate cut, and shifting signals across the AI and energy landscape. Five of the world’s largest companies — Meta, Alphabet, Amazon, Microsoft, and Apple — all reported results that beat expectations. Yet their stock reactions couldn’t have been more different: Meta and Microsoft sold off, Amazon and Alphabet rallied, and Apple stayed flat. What’s really go...

3 weeks ago

1 hour 19 minutes

Being Exponential With Luke Lango

The Secret To Profiting From The AI Boom

Welcome to Being Exponential , this week, we’re unpacking how the AI Boom is getting real — from Dell and Nvidia teaming up to deliver measurable ROI, to the browser transforming into the next AI battleground. We’ll break down why “Physical AI” is the next frontier (think nuclear, batteries, and robots), how crypto and quantum are accelerating again, and what cooling inflation means for the markets. We’ll also talk about the quiet yellow flags — meme-stock vibes and record M&A — and what...

3 weeks ago

59 minutes

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 ...

1 month 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...

1 month 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...

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...

2 months 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 ...

2 months 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...

2 months 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...

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 ...

3 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 ...

3 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...

3 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...

3 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...

4 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...

4 months ago

1 hour 30 minutes

Being Exponential With Luke Lango

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...

4 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...

4 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...

4 months ago

1 hour 28 minutes