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
Tuesday Oct 13, 2020
Tuesday Oct 13, 2020
This week’s The Razor’s Edge goes back out to the streets. We speak with Ali Naqvi, owner of a ride-share car supplier in New York, about his experience with the COVID lockdown, what he’s hearing from his customers – rideshare drivers – and the state of New York. While a few work from home comments pop up hear and there, this is more focused on the state of Uber and Lyft’s end markets and what that might mean for a broader economy. Ali is a lifelong New Yorker and has a rolodex of celebrity encounters and Al Pacino quotes to pull from, and this is a fun conversation.
Topics Covered
- 2:15 minute mark - Background on the business
- 6:00 - Recounting the COVID story from March onward, dealing with vehicle returns
- 12:40 - Drivers still on the road throughout - the adjustments needed
- 22:00 -The hit to rider demand
- 27:30 - Uber's support (or lack thereof)
- 36:00 - The scene in New York now for rideshare demand - why it was worse than it seemed, why there are reasons for optimism now
- 54:00 - The outlook for New York City, the effect of the social unrest, any crime knock-ons, and where does the city go from here?
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