How to get rich with stocks (without math, charts or models)
About This Episode
Investor Chris Camillo shares his "Social Arb" methodology, which involves identifying significant cultural and behavioral shifts through real-world observation and social media long before Wall Street notices. By focusing on information asymmetry and using unconventional data sources like TikTok comments and Google Trends, Camillo has achieved extraordinary returns by trading on change rather than financial models.
Episode Description
Show Notes
- 0:00Intro
- 1:00Turning $20K to $60M
- 5:30Garage sale arbitrage
- 12:36Observational investing
- 14:33Bet: Beacon Roof
- 19:03Bet: E.l.f
- 22:04Trending on Twitter
- 29:00Ticker Tags
- 31:55Bet: Sphere in Las Vegas
- 36:48Chris's first million
- 40:34My biggest mistake
- 43:42Bet: Palantir
- 46:58Drawing down 40% of my net worth
- 51:49$30M in one year
- 57:392026 picks: Bloom Energy, Palantir, NVIDIA
- 1:02:06Should regular people do this?
- 1:13:45Bet: Private airfaire
Check Out Shaan's Stuff
- Shaan's weekly email
- Visit
- Mercury - Need a bank for your company? Go check out Mercury (mercury.com). Shaan uses it for all of his companies!
- Mercury is a financial technology company, not an FDIC-insured bank. Banking services provided by Choice Financial Group, Column, N.A., and Evolve Bank & Trust, Members FDIC
Check Out Sam's Stuff
Key Takeaways
Identify information asymmetry by monitoring real-world signals—such as Google Trends for niche searches or social media comments—to spot consumer behavior changes before they show up in earnings reports.
Target institutional blind spots by focusing on sectors and demographics that traditional Wall Street analysts often overlook, such as youth-oriented trends, beauty influencers, or specific regional events.
Build a dedicated risk capital bucket for high-conviction trades by repurposing money saved through small, daily financial trade-offs, allowing for aggressive investing without compromising essential life savings.