Earn Your Leisure | Episode: Elon Musk’s Stock Picks

Date: December 6, 2025
Hosts: Rashad Bilal & Troy Millings | iHeartPodcasts

Episode Overview

This episode of Earn Your Leisure dives into Elon Musk’s surprising stock recommendations, unpacks his overall approach to investing, and explores the crucial role of building enterprises versus stock picking. The hosts and guest experts break down what Musk’s comments mean for individual investors and creators, discuss the future of tech—especially Google and Nvidia—and debate the intersection of content, technology, and wealth creation in today's fast-evolving landscape.

Key Discussion Points & Insights

1. Elon Musk’s Approach to Investing (03:24–04:16)

• Musk’s wealth-building focuses on building assets, not trading stocks.
  • Quote:

    "He doesn't really invest in stocks too much...He just focused on building his companies. Then when his companies become public, then he owns a lot of stocks in that company.”
    — Financial Analyst (03:24)

• If Musk had to pick two stocks: Google & Nvidia.
  • Quote:

    “He said Google's done a tremendous job as far as where they're going to be in the, in the AI race. And then he said Nvidia is inevitable. Like you can't get around Nvidia. That's just like a no brainer.”
    — Financial Analyst (03:55)

• Discussion on Musk’s reasoning and what it means for ambitious entrepreneurs versus typical investors.

2. Building vs. Investing: The Asset Driver Mentality (04:31–06:35)

• Building companies yields greater wealth than buying stocks—if you’re exceptional.

  • Quote:

    “If you can build something that goes up 150,000% of return or 700,000%, it's better to put all of your tangible time into building asset.”
    — Investment Expert (04:45)

  • Quote:

    “If you’re an entrepreneur, are you better than Tim Cook, Elon Musk? ... If you can't do that, then you have to invest in.”
    — Investment Expert (05:14)

• For most people, the real wealth-building blueprint is to build and/or invest in dominant businesses.

  • The challenges of creators who don’t invest in their own ecosystem (media, platforms).
  • Quote:

    “You have to build a business and then invest. It's the only blueprint.”
    — Investment Expert (05:38)

3. Google & Nvidia: Power Players of the Future (06:35–08:32, 12:52–14:33)

• Technological dominance shapes the next investment frontier.

  • Nvidia powers the economy with AI hardware; Google remains dominant in AI, cloud, and ecosystem.
  • Quote:

    “We obviously know what Nvidia is going to mean to the economy. Well, we already know what it means. Now, you know, we can see where it's headed. We can see that Google has made an imprint…”
    — Tech Industry Commentator (06:55)

• Data Centers in Space?

  • Google and SpaceX may collaborate for space-based data centers utilizing solar power.
  • Quote:

    "They're talking about putting data centers in space… Start watching those tea leaves. When these CEOs start talking about each other… Partnerships are happening whether we know about them or not. They're already looking toward the future."
    — Tech Industry Commentator (07:37–08:01)

• Importance of YouTube, Instagram, and Apple.

  • Content creators should invest in platforms they use:
    — Google (owns YouTube)
    — Meta (owns Instagram and Facebook)
    — Apple (invented iPod/podcasting)

4. Investing in ETFs and the Power of Tech (14:33–15:54)

• ETFs as accessible pathways to tech growth, even for passive investors.

  • Historical gains highlighted:
    • $10k in Nvidia 10 years ago = $10.3 million
    • $10k in QQQ = $43k
    • $10k in XLY = $31k
    • $10k in SPY = $28k
  • Quote:

    “Even with quote unquote safe investments over the last 10 years, you would have quadrupled, tripled, or at the very least doubled your money by investing…”
    — Financial Analyst (15:08)

• If you don’t believe tech will drive the future:

  • Quote:

    “Where have you been?”
    — Tech Industry Commentator (15:33)

• Google, Microsoft, Apple, and Meta maintain “amazing” margins, reinforcing long-term value.

5. Content Creation, Valuation, and Tech Classification (15:54–17:40)

• Tech platforms profit even from entertainment and music industries.
  • Platforms (Spotify, Apple, Meta) are tech companies, but sometimes not classified (or valued) as such.
  • Quote:

    “Meta, those are tech businesses, but they're not valuated like tech businesses. So they can rob the artists and inflate the value of the tech companies.”
    — Investment Expert (16:23)

• Valuation in Tech:
  • Multiples and classifications affect perceived value (e.g., apps, user/retention metrics).
  • Not all giants are classified as pure tech in major ETFs (e.g., Google, Amazon).

Notable Quotes & Memorable Moments

• “He’s better than a lot of the top 10 [CEOs]. Therefore he should focus on wealth building by building a company.”
  — Investment Expert (05:16)

• “Google and five. Google and five.”
  — Investment Expert (14:17)
  (Emphasizing Google’s indispensability for the next five years.)

• “$10,000 in Nvidia 10 years ago… $10 million.”
  — Financial Analyst (14:38)
  (Illustrating the massive power of tech growth.)

• “They trick us to thinking that you need to be a nerd to know how money moves when we move the market for a bunch of companies.”
  — Investment Expert (15:54)
  (Challenging the stereotype that financial acumen is inaccessible.)

• “You have to build a business and then invest. It’s the only blueprint.”
  — Investment Expert (05:38)

Key Timestamps

• 03:24 – Elon Musk’s personal investment views
• 04:31 – Building companies vs. stock investing
• 06:35 – Why Musk picks Google & Nvidia; AI’s power
• 07:37 – Data centers in space, the Google/SpaceX connection
• 13:26 – Creators investing in their own ecosystems (Google, Meta, Apple)
• 14:33 – The case for ETFs & Tech, 10-year performance
• 15:54 – Why tech companies often benefit from entertainment/content, regardless of classification

Episode Takeaways

• Elon Musk embodies the “builder, not trader” approach—his wealth comes from innovation, not speculation.
• Google and Nvidia are today’s titans—core bets for those who believe in the future of AI, the cloud, and data.
• If you can’t build the next Tesla, investing in tech indexes or platforms you use daily is a proven path.
• Successful content creators and entrepreneurs should consider investing in (or building) the platforms they depend on.
• Tech’s influence on business, culture, and wealth only continues to grow; don’t get left behind by underestimating its power.

The episode delivers actionable lessons with Earn Your Leisure’s signature mix of clarity, real talk, and cultural savvy—a must-listen for anyone serious about investing, creating, and thriving in the new economy.