World Model · podcast knowledge graph

When Leverage Goes Wrong on Wall Street

2026-07-31 · 41 min · 11 entities

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persons 4

  • mentioned Travis Hoium person
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    Host: Travis Hoium
  • mentioned Lou Whiteman person
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    Guests: Lou Whiteman, Jason Moser
  • mentioned The Motley Fool person
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    Feed author/publisher: The Motley Fool
  • hosted by The Motley Fool person
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    Feed author/publisher: The Motley Fool

podcasts 3

companys 2

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    Feed category: Business
  • discusses Business company
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concepts 2

  • mentioned Investing concept
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    Feed category: Investing
  • discusses Investing concept
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    Feed category: Investing
Episode description as stored
The week was dominated by hedge fund Situational Awareness being forced to sell its equity holdings, leading to both a drop and a pop in AI-related stocks. What went wrong and what can we learn? Plus, we discuss why hyperscalers are moving in opposite directions, why Tesla may leave China, and the stocks on our radar. Travis Hoium, Lou Whiteman, and Jason Moser discuss: - Situational Awareness - Leverage Gone Wrong - Hyperscaler Divergence - Would You Rather? - Tesla in China - Stocks On Our Radar Companies discussed: Tesla (TSLA), GM (GM), Eli Lilly (LLY), Novo Nordisk (NVO), JPMorgan (JPM) SoFi (SOFI), SpaceX (SPCX), Costco (COST), Target (TGT), L3Harris (LHX), Keysight (KEYS). Host: Travis Hoium Guests: Lou Whiteman, Jason Moser Engineer: Dan Boyd Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit ⁠⁠⁠⁠megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices