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 Aug 11, 2020
Tuesday Aug 11, 2020
With the economy working through a recession - though certainly a unique mix of crosswinds - we thought it would be good to get out of the software space. Scott Norton, co-founder and CEO of Sir Kensington's, joins the Razor's Edge to talk about what he's seeing in this macro environment, both as someone who started out in finance and as the CEO of the condiments maker. He shares insights from the company's founding in the last recession and what makes the modern consumer goods company different from the big brands (though the big brands can still win, he points out). And since this is the Razor's Edge, we still talk a little bit of SaaS.
Topics Covered
- 3:00 minute mark – Sir Kensington’s calling its shot, but also missing out on another big startup
- 11:00 – How did the last recession shape the firm, and Scott’s career?
- 15:00 – The market’s liquidity rush and does the bill ever come due?
- 21:30 –Past recessions and Japan as models to keep an eye on as we work through this period
- 30:00 – What does 2020 look like for Sir K both in terms of work from home and changing habits?
- 37:00 – The feedback loop for the modern consumer goods company
- 40:30 – Cross pollination in the Unilever family
- 43:00 – What this period means for habit dislocation
- 46:00 – Planning amidst uncertainty
- 51:00 – New software tools?
A few links referenced in the conversation:
- Premium Pete interview with Scott: https://www.youtube.com/watch?v=Ds01YpbWfRE
- Healthyish's Toum Recipe: https://www.bonappetit.com/story/toum-recipe
- Sir Kensington's social media group: https://tastebuds.socialmedialink.com/members/sign_in#/
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