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
Thursday Jan 25, 2024
Thursday Jan 25, 2024
Our second podcast of this week and 2024 covers companies not priced for perfection, but that instead have struggled.
We start with China stocks, and the question of whether China is uninvestible. We go into Akram's July 2023 Alibaba trade views and how that was also an investment thesis. We also talk about the connected nature of global economics now and in history.
From there we jump to Boeing's travails and how much of those travails should be pinned on Boeing, and how much of them are part of doing business, and capitalism generally.
Related posts:
The Razor's Edge: China is Uninvestable??
The Razor's Edge: Boeing and Regulatory Capture in Capitalism
The Long and Short of the Markets: Boeing's Bad Week, and Going Beyond the Headlines
- 2:05 minute mark – the stakes with the China trade
- 6:20 – Restarting with Baba’s position and Akram’s July 2023 thesis on Alibaba
- 13:00 – The Baba buy case
- 19:00 – China’s import beyond China-based companies, crypto and politics asides
- 24:00 – China’s lagging performance and frontier market experience
- 34:30 – The concept of too hard
- 37:30 – Getting into Boeing’s issues and past regulatory stories
- 48:00 – Boeing’s track record in context of other industries, and shared responsibilities
- 59:00 – Boeing too big to fail?
- 1:07:00 – The capitalism angle
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