I made $80M. Now I’m putting 70% of my portfolio in ONE stock - Chris Camillo

ℹ️ EPISODE INFO

Released

July 29, 2026

Duration

1h 24m

Channel

My First Million

Watch on YouTube

▶ Open ↗

📝 EPISODE DESCRIPTION

*Shaan's guide to go from $0 to $1M:* https://clickhubspot.com/tb2s Episode 846: Sam Parr ( https://x.com/theSamParr ) and Shaan Puri ( https://x.com/ShaanVP ) talk to Chris Camillo ( https://x.com/ChrisCamillo ) about the 5 trades he’s betting on in 2026. — Show Notes: (0:00) Social Arbitrage (6:29) Needohs (20:16) Nerd culture (27:06) Information asymmetry (46:30) Amazon (1:02:21) Podcasting — Links:

• Dumb Money Live - https://www.youtube.com/DumbMoneyLive — Check Out Sam's Stuff:

• Hampton (joinhampton.com): My community for founders. Average member does $25m/year. Many of the guests are members. Get after it...apply: http://joinhampton.com/mfm — Check Out Shaan's Stuff:

• Shaan's weekly email - https://www.shaanpuri.com
• Visit https://www.somewhere.com/mfm to hire worldwide talent like Shaan and get $500 off for being an MFM listener. Hire developers, assistants, marketing pros, sales teams and more for 80% less than US equivalents.
• Mercury - Shaan uses Mercury across all of his companies. you can too: http://mercury.com/

Mercury is a fintech company, not an FDIC-insured bank. Banking services provided by Choice Financial Group, Column, N.A., Members FDIC

• I run all my newsletters on Beehiiv and you should too + we're giving away $10k to our favorite newsletter, check it out: beehiiv.com/mfm-challenge My First Million is a HubSpot Original Podcast // Brought to you by HubSpot Media // Production by Arie Desormeaux // Editing by Ezra Bakker Trupiano /

🎤 SPEAKERS

• Chris Camillo

  guest

  Investor known for “observational/social arb investing,” reportedly turning a $20k portfolio started in 2007 into ~$80M and founder of Collect-a-Con.

• Shaan Puri

  host

  Co-host of the My First Million podcast who interviews founders and investors.

• Sam Parr

  host

  Co-host of the My First Million podcast and interviewer focused on business and investing conversations.

🧾 EPISODE SUMMARY

In this episode of My First Million, featuring Chris Camillo and Shaan Puri, I made $80M. Now I’m putting 70% of my portfolio in ONE stock - Chris Camillo explores Chris Camillo’s social-arbitrage investing, huge Amazon bet, and next thesis Chris Camillo explains “observational investing” (also called social arbitrage) as a strategy for finding market mispricings by detecting cultural, technological, and consumer-behavior changes before they become widely recognized.

🔗 RELATED EPISODES

9 killer $10M+ business ideas in 56 minutes (take notes NOW)

If you aren't selling these 4 things, you Will Fail

How he turned his dad’s bakery into a $20B chocolate empire

A $3.6B founder's honest take on the software market right now

3 strangers reveal how they make $10M, $20M, and $30M/year

This guy made billions from just 3 stocks (Here's how)