The Razor’s Edge
En podcast af Shortman Studios
113 Episoder
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China Stocks and Boeing, And Whether To Venture Into Troubled Waters
Udgivet: 25.1.2024 -
Semiconductors: The Hottest Commodity On Earth (Or At Least Trading Like It)
Udgivet: 23.1.2024 -
2023’s Big Finish: Where do we Stand? Is this another 2021? What makes sense?
Udgivet: 20.12.2023 -
The AI Rally: Sorting out Heft from Hype
Udgivet: 5.6.2023 -
The 2023 Market’s Squeezy, Trashy, Inevitable Start to the Year
Udgivet: 21.2.2023 -
Docusign, Zoom, MongoDB, and the SaaS Circle of Life
Udgivet: 13.12.2022 -
Compound248 on Twitter’s New Era and the SBF/FTX Meltdown
Udgivet: 15.11.2022 -
Meta’s Crash And Tricky Position, and the Slowing of AWS and Public Cloud Growth
Udgivet: 1.11.2022 -
The Latest SaaS Turns: Okta, MDB, Veeva, and Twilio and the Challenges for SaaS 2.0
Udgivet: 6.9.2022 -
Roku’s Wipeout and whether the Black Box will Open
Udgivet: 2.8.2022 -
Twitter Trial Breakdown
Udgivet: 19.7.2022 -
The Bear Market Is Here: What Next?
Udgivet: 21.6.2022 -
The 2022 Whipsaw Market and the Hedgehog: Retail Stocks, Tech, and More
Udgivet: 31.5.2022 -
The Twitter Endgame, Again: Logic & Legality
Udgivet: 24.5.2022 -
Growth Stocks Approaching a Bottom?
Udgivet: 23.5.2022 -
The Changing Story At Juniper, A Rare 2022 Tech Winner
Udgivet: 22.4.2022 -
Twitter’s Endgame
Udgivet: 18.4.2022 -
The Consumer Goods Cliff, and also Elon Musk and Twitter
Udgivet: 12.4.2022 -
The Tail Wagging the Dog: Big Tech Earnings And the 2022 Market
Udgivet: 8.2.2022 -
New Year, Same Trading? Breaking Down The Bumpy Start To 2022
Udgivet: 11.1.2022
The Razor’s Edge is an investing podcast that combines a prop trader’s viewpoint and deep-dive fundamental research to provide a unique take on the markets. The show is co-hosted by Akram’s Razor, a trader and investor with decades of experience and a track record of truly differentiated ideas and analysis, and by Daniel Shvartsman, an individual investor for the past decade who saw thousands of investing pitches and ideas and how they played out during his previous time at Seeking Alpha. The duo start with a theme or idea from Akram’s investing, then break it down to understand what goes into the idea, what could go wrong, and what else investors and traders need to know. They also interview industry leaders, executives, and other investors to get a wider perspective. The show has thousands of listeners around the world.
