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 Nov 03, 2020
Tuesday Nov 03, 2020
This week’s episode is a conversation with Jaime Lester. Jaime has been a professional investor for more than two decades, has a lot of experience with short selling, as evidenced from our conversation with him back on episode #3, on Invitae. We revisit Invitae during this conversation, but we're more focused on the overall macro picture. Whatever happens in the last 8 weeks of the year, it's been a wild ride, and it's worth taking a wider view to understand everything.
We cover SPACs, influencer investing, the manic element, the line between fraud and pivoting, and why this does not resemble the great financial crisis.
Topics covered
- 2:20 minute mark – high level take on what makes this market different
- 11:00 – Blowing up the GFC comparison
- 21:30 – Fundamental restructuring
- 27:30 – The manic trading element
- 33:45 – Why the new traders are winning
- 41:30 – Staying out of the way
- 52:30 – The SPAC phenomenon and what is fraud in the current market?
- 1:03:30 – Influencer Investing and Invitae
- 1:17:30 – The cult of the founder
- 1:24:30 – TAMs: Valuations as compared to TAMs, how much do TAMs mean for a business’s prospects over time?
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