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