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, tech enthusiast, meat lover, Marvel fanboy, battle tested activist short-seller and humble market servant, and by Daniel Shvartsman, VP of Content at Investing.com and someone who has seen thousands of investing pitches and ideas and how they play out over the past decade. 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.
Episodes
Wednesday Dec 20, 2023
Wednesday Dec 20, 2023
Hey! We're back! It's been a while, but with 2023 finishing in such a one-direction flourish, we wanted to pick up the mic again. Akram and Daniel talk about what to make of the market's triumphal 2023. We cover the overall vibes in the market, but also get into the weeds on stocks like Nvidia, Micron, Docusign, Zoom, and even Alteryx and Roku, as well as a few older names.
The plan is to publish more in the year ahead. Hold us to it, and enjoy this episode.
Topics Covered
- 2:15 minute mark – A triumphal year for the market – justified?
- 9:00 – Financials as an example of shifting momentum and sentiment, as well as thematic trading and the speed of change
- 13:30 – End uses of AI – where are we at this point
- 20:00 - Nvidia as the locus of various tech hype cycles
- 28:00 – What does semiconductor cyclicality look like now?
- 34:15 – Are we in normal yet? For software or otherwise
- 51:00 – Speed of moves in the last quarter of 2023
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