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Rise of the Machines: Humanoid Robots and Their Economic Impact with Chris Camillo

Trends with Friends EP. 52

Author

Howard Lindzon
February 22, 2024

Today, we have the pleasure of welcoming Chris Camillo, the co-host of Dumb Money, renowned for exploring unconventional investment strategies. Chris, also known as 'The Social Arb Trader,' employs a distinctive approach by analyzing social trends and consumer behavior to uncover promising investment opportunities.

Chris and I go way back. He lives in Dallas and we have invested together for over a decade. He is a high energy, great human, and passionate entrepreneur. We even produced a movie together which I have talked about here - This Is Not Financial Advice.

Fully committed to humanoid robotics, Chris joins me, Phil, and JC to discuss the following:

  • Why Chris calls himself The Social Arbitrator, and how it helps him invest

  • How to distinguish signal vs noise, using Mattel Inc. and the Barbie Movie as an example

  • The potential of humanoid robots and their impact on various industries and the economy

  • How Tesla is positioned to be a key player in the humanoid market

  • Skepticism surrounding humanoids and the future possibilities of integrating them into everyday life

  • The potential positive impact on broad market ETFs due to increased operating efficiency

  • Market trends and analysis

  • Investment opportunities

  • Embracing less in the age of overabundance

In This Episode, We Cover:

(00:00) Welcome and about our guest Chris Camillo

(03:17) Humanoids: The highest conviction idea Chris is working on at the moment

(04:50) Why Chris calls himself The Social Arbitrator, and how it helps him invest

(07:14) Distinguishing signal vs. noise: Mattel Inc and the Barbie Movie

(09:46) Chris’s fruitful cloud computing investments

(11:47) The time horizon of humanoid investments 

(16:15) Elon’s humanoid predictions may actually come true 

(19:30) Robots as a service (RAAS) is here to stay

(22:40) Breaking down the financials 

(27:58) The commercialization of humanoids

(35:07) The implications for broad market ETFs 

(38:43) The age of abundance 

(41:05) Market trends and analysis with JC

(47:08) Chris’s high-conviction trades

(49:00) The importance of individual focus

(50:45) The bond market and market corrections

(53:47) Howard’s take: AI is overvalued

(57:55) Investment ideas: Render (RNDR), McDonald’s Corp (MCD), and Ozempic/Novo Nordisk (NVO)

(01:01:19) Embracing less in the age of overabundance

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Big Thank You To Our Guest:

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Where To Find Howard and Friends:

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