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 May 07, 2020
Thursday May 07, 2020
In the most ambitious crossover event in Seeking Alpha podcast history, we turn the tables around. J Mintzmyer joins Akram's Razor and Daniel Shvartsman to talk the tanker trade, which is a hotly discussed topic in the markets these days. While the tanker rates and industry set up would seem to align with a generational shift, share prices have yet to pick up. Recorded at the beginning of a busy week for shipping sector earnings, it should provide some interesting background for people looking at this trade and the sector more generally. Topics Covered 2:00 minute mark - The endurance of the shipping cycle 12:00 - Mean reversion for Value? 18:00 - The oil crash and commodity ETFs 22:00 - The abnormalities in this cycle 27:00 - How supply and demand have lined up 31:00 - Investor reactions 35:30 - The Macro context 46:00 - Dry bulk woes 49:30 - Talking the downside in the tanker trade 54:00 - The management and capital allocation question 58:00 - Getting down to some picks
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