The Razor’s Edge
En podcast av Shortman Studios
113 Avsnitt
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China Stocks and Boeing, And Whether To Venture Into Troubled Waters
Publicerades: 2024-01-25 -
Semiconductors: The Hottest Commodity On Earth (Or At Least Trading Like It)
Publicerades: 2024-01-23 -
2023’s Big Finish: Where do we Stand? Is this another 2021? What makes sense?
Publicerades: 2023-12-20 -
The AI Rally: Sorting out Heft from Hype
Publicerades: 2023-06-05 -
The 2023 Market’s Squeezy, Trashy, Inevitable Start to the Year
Publicerades: 2023-02-21 -
Docusign, Zoom, MongoDB, and the SaaS Circle of Life
Publicerades: 2022-12-13 -
Compound248 on Twitter’s New Era and the SBF/FTX Meltdown
Publicerades: 2022-11-15 -
Meta’s Crash And Tricky Position, and the Slowing of AWS and Public Cloud Growth
Publicerades: 2022-11-01 -
The Latest SaaS Turns: Okta, MDB, Veeva, and Twilio and the Challenges for SaaS 2.0
Publicerades: 2022-09-06 -
Roku’s Wipeout and whether the Black Box will Open
Publicerades: 2022-08-02 -
Twitter Trial Breakdown
Publicerades: 2022-07-19 -
The Bear Market Is Here: What Next?
Publicerades: 2022-06-21 -
The 2022 Whipsaw Market and the Hedgehog: Retail Stocks, Tech, and More
Publicerades: 2022-05-31 -
The Twitter Endgame, Again: Logic & Legality
Publicerades: 2022-05-24 -
Growth Stocks Approaching a Bottom?
Publicerades: 2022-05-23 -
The Changing Story At Juniper, A Rare 2022 Tech Winner
Publicerades: 2022-04-22 -
Twitter’s Endgame
Publicerades: 2022-04-18 -
The Consumer Goods Cliff, and also Elon Musk and Twitter
Publicerades: 2022-04-12 -
The Tail Wagging the Dog: Big Tech Earnings And the 2022 Market
Publicerades: 2022-02-08 -
New Year, Same Trading? Breaking Down The Bumpy Start To 2022
Publicerades: 2022-01-11
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.