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 Feb 16, 2021
Tuesday Feb 16, 2021
Amidst a year of web acceleration, changing habits, and questions about what legacy the pandemic will have on our day to day lives, it helps to go back to roots. One company that has both been through its share of web-usage cycles and has an interesting view on the state of the world is Meetup, and on today's episode we speak with their CEO, David Siegel.
The company, founded back in 2002, has seen a lot over the years, and saw several years worth of activity in the past 18 months - a divestiture from WeWork (which had bought the company a couple years prior), a pandemic that required reversing a fundamental business policy, and a pandemic that placed more urgency on the need to meet with others, even as it made it harder to do so. We speak with David about the past 12-18 months, the future of meetings, how much of our online meeting environment will stick around, what Clubhouse and the audio bubble might mean for meetings, and the importance and challenge of online moderation and community management.
Topics Covered
- 3:00 minute mark - Background on Meetup’s model
- 9:00 - The COVID + WeWork period
- 12:00 - The WeWork relationship/divestiture
- 15:30 - Why WeWork/Meetup didn’t work
- 20:30 - What does it mean for Meetup to go all digital
- 24:00 - Meetup differentiation
- 27:30 – Modern web moderation and how to tackle that issue
- 31:00 - Talking through pandemic effect on meetings, and how do the new online tools and in-person integrate?
- 42:30 - Combinations and SPAC liquidity in the market
- 44:15 – Advertising/promotion as a business angle
Check out David's new podcast here: https://www.meetuppodcast.com/
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