The Razor’s Edge
En podcast af Shortman Studios
113 Episoder
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Twitter‘s CEO Change And The Market Whirlwinds Around The Company
Udgivet: 14.12.2021 -
The Docusign Sell-Off And The Latest Market Veer
Udgivet: 7.12.2021 -
The Future Of Compute: Naveen Rao on How The AI Landscape Has Changed
Udgivet: 23.11.2021 -
Peloton‘s Stock Dropping Back To The Pack: A Bad Sign, An Opportunity, Or Both?
Udgivet: 16.11.2021 -
The Future Of Compute: Cerebras‘s CFO, Tony Maslowski, On The Fragmenting AI Market
Udgivet: 9.11.2021 -
The Future of Compute: Ampere Computing‘s CPO, Jeff Wittich, On The Data Center Chip Industry
Udgivet: 2.11.2021 -
The Market Misperceptions Around Alibaba, Stitch Fix, And Twitter
Udgivet: 21.9.2021 -
PagerDuty‘s Present And Future Growth With CFO Howard Wilson
Udgivet: 14.9.2021 -
Travel Stocks Like Booking And Boeing Set For Another Take-Off
Udgivet: 17.8.2021 -
Covid-Era Comps Begin: A Look At Netflix's And Twitter's Earnings
Udgivet: 27.7.2021 -
After Didi Global: Are Chinese Stocks Investable?
Udgivet: 13.7.2021 -
Short-Selling In 2021: Beware The Crowded Trade, And Eyes On Nvidia
Udgivet: 29.6.2021 -
Fed Reaction and the (Re)-Rise of SaaS
Udgivet: 22.6.2021 -
Meme Stonks Part Deux: AMC, Algos, and The Fed
Udgivet: 15.6.2021 -
The Yalla Buzz And The Back Talk
Udgivet: 1.6.2021 -
Transitory Inflation Vs. The Looming End Of Covid
Udgivet: 18.5.2021 -
The Big Tech Ticket: The Calculus Behind Facebook's Oversight Board And The Trump Decision
Udgivet: 5.5.2021 -
Opening The Box On Stitch Fix's Bull Case Amidst A Rocky Year
Udgivet: 4.5.2021 -
The Semiconductor Shortages And Why Building Foundries Might Not Solve It All
Udgivet: 20.4.2021 -
The Last Thing We Needed: Breaking Down the Archegos Capital Blowup
Udgivet: 6.4.2021
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.
