The Razor’s Edge

By Shortman Studios

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Category: Investing

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Subscribers: 60
Reviews: 1
Episodes: 100


 Feb 27, 2021

Description

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.

Episode Date
China Stocks and Boeing, And Whether To Venture Into Troubled Waters
Jan 25, 2024
Semiconductors: The Hottest Commodity On Earth (Or At Least Trading Like It)
Jan 23, 2024
2023’s Big Finish: Where do we Stand? Is this another 2021? What makes sense?
Dec 20, 2023
The AI Rally: Sorting out Heft from Hype
Jun 05, 2023
The 2023 Market’s Squeezy, Trashy, Inevitable Start to the Year
Feb 21, 2023
Docusign, Zoom, MongoDB, and the SaaS Circle of Life
Dec 13, 2022
Compound248 on Twitter’s New Era and the SBF/FTX Meltdown
Nov 15, 2022
Meta’s Crash And Tricky Position, and the Slowing of AWS and Public Cloud Growth
Nov 01, 2022
The Latest SaaS Turns: Okta, MDB, Veeva, and Twilio and the Challenges for SaaS 2.0
Sep 06, 2022
Roku’s Wipeout and whether the Black Box will Open
Aug 02, 2022
Twitter Trial Breakdown
Jul 19, 2022
The Bear Market Is Here: What Next?
Jun 21, 2022
The 2022 Whipsaw Market and the Hedgehog: Retail Stocks, Tech, and More
May 31, 2022
The Twitter Endgame, Again: Logic & Legality
May 24, 2022
Growth Stocks Approaching a Bottom?
May 23, 2022
The Changing Story At Juniper, A Rare 2022 Tech Winner
Apr 22, 2022
Twitter’s Endgame
Apr 18, 2022
The Consumer Goods Cliff, and also Elon Musk and Twitter
Apr 12, 2022
The Tail Wagging the Dog: Big Tech Earnings And the 2022 Market
Feb 08, 2022
New Year, Same Trading? Breaking Down The Bumpy Start To 2022
Jan 11, 2022
Twitter‘s CEO Change And The Market Whirlwinds Around The Company
Dec 14, 2021
The Docusign Sell-Off And The Latest Market Veer
Dec 07, 2021
The Future Of Compute: Naveen Rao on How The AI Landscape Has Changed
Nov 23, 2021
Peloton‘s Stock Dropping Back To The Pack: A Bad Sign, An Opportunity, Or Both?
Nov 16, 2021
The Future Of Compute: Cerebras‘s CFO, Tony Maslowski, On The Fragmenting AI Market
Nov 09, 2021
The Future of Compute: Ampere Computing‘s CPO, Jeff Wittich, On The Data Center Chip Industry
Nov 02, 2021
The Market Misperceptions Around Alibaba, Stitch Fix, And Twitter
Sep 21, 2021
PagerDuty‘s Present And Future Growth With CFO Howard Wilson
Sep 14, 2021
Travel Stocks Like Booking And Boeing Set For Another Take-Off
Aug 17, 2021
Covid-Era Comps Begin: A Look At Netflix's And Twitter's Earnings
Jul 27, 2021
After Didi Global: Are Chinese Stocks Investable?
Jul 13, 2021
Short-Selling In 2021: Beware The Crowded Trade, And Eyes On Nvidia
Jun 29, 2021
Fed Reaction and the (Re)-Rise of SaaS
Jun 22, 2021
Meme Stonks Part Deux: AMC, Algos, and The Fed
Jun 15, 2021
The Yalla Buzz And The Back Talk
Jun 01, 2021
Transitory Inflation Vs. The Looming End Of Covid
May 18, 2021
The Big Tech Ticket: The Calculus Behind Facebook's Oversight Board And The Trump Decision
May 05, 2021
Opening The Box On Stitch Fix's Bull Case Amidst A Rocky Year
May 04, 2021
The Semiconductor Shortages And Why Building Foundries Might Not Solve It All
Apr 20, 2021
The Last Thing We Needed: Breaking Down the Archegos Capital Blowup
Apr 06, 2021
March Madness: PagerDuty Earnings, Just Eat Takeaway Ready For Pick Up, and GoPro or Go Home
Mar 23, 2021
Streaming Endgame, The fuboTV Bear Case, And The Rise Of Audio With Andrew Freedman
Mar 16, 2021
Covid Conundrum: Zoom's Earnings, Bellwether Warnings, and PagerDuty Preview
Mar 09, 2021
Ramp Co-Founder Karim Atiyeh On The Corporate Spend Market And Ramp's Position
Mar 02, 2021
Talking The Twitter Trade, Analyst Day, And The Big Picture
Feb 23, 2021
The Future Of Meetings: Online vs. In-Person vs. Hybrid, with Meetup CEO David Siegel
Feb 16, 2021
AI And SaaS Valuations with May Habib, Founder/CEO of Writer
Feb 09, 2021
Digging Into The Rare Earths And EVs Rush With Don Lay
Feb 03, 2021
Breaking Down The GameStop Game
Feb 01, 2021
Netflix Flexes On 'Em
Jan 26, 2021
#37: Twitter's Post-Trump Future
Jan 12, 2021
#36: SPACs and COVID Winners with Shift Technologies Co-CEO, George Arison
Jan 05, 2021
#35: The Last Catalyst For Tesla, With Mark Spiegel
Dec 22, 2020
#34: PagerDuty and Slack Deliver, At Last: What Next?
Dec 15, 2020
#33: In The Streaming Wars, What Game Does Disney Want To Play?
Nov 24, 2020
#32: Slack's Tricky Position and the Tesla Bull Case (Along With A Counter)
Nov 17, 2020
#31: But Twitter's Quarter Was Really Good! With Rajiv Sud
Nov 10, 2020
#30: SPACs, Influencer Investing, and 2020's Wild Market Swings, with Jaime Lester
Nov 03, 2020
#29: Catching Up On Twilio's Big Moves With Captain Twilio and Justen Stepka
Oct 27, 2020
#28: On The New York Streets With A Ride-Share Vehicle Supplier
Oct 13, 2020
#27: Atlassian Mafia Part 2 - The Competitive Dynamics in SaaS
Oct 06, 2020
#26: The Atlassian Mafia Part 1: Enterprise Search And Sajari W/Former Head of Jira Product
Sep 29, 2020
#25: WallStSaasBro With An Up Close View On The SaaS Market
Sep 15, 2020
#24: Another PagerDuty Earnings Alert - Mission Critical, Or A Bubble Pop?
Sep 08, 2020
#23: F5 Networks' Transformation, Or What Makes A Compelling Growth (Or Value?) Pitch
Aug 18, 2020
The Razor's Edge #22: Scott Norton of Sir Kensington's on Recessionary Dislocation And Adaptation
Aug 11, 2020
The Razor's Edge #21: Captain Twilio On His Only Position, Twilio
Jul 29, 2020
The Razor's Edge #20: Captain Twilio on Netflix's Dominant Position And The Streaming Wars
Jul 21, 2020
The Razor's Edge #19: Superhuman Founder/CEO Rahul Vohra On Email's Enduring Role In Modern Workplace Collaboration
Jul 07, 2020
The Investing Edge Announcement
Jun 25, 2020
The Razor's Edge #18: The Bankruptcy Market With Sam Zughayer
Jun 18, 2020
The Razor's Edge #17: The Guidance Question For SaaS - Zoom vs. Slack and PagerDuty
Jun 11, 2020
The Razor's Edge #16: Talking SaaS With Investor and Tech Veteran Justen Stepka
May 29, 2020
Value Investor's Edge Live #20: Torm PLC's Management Team On The Product Tanker Market
May 28, 2020
The Razor's Edge #15: SaaS Earnings And Work From Home Vs. Work From Everywhere Plays
May 21, 2020
Value Investor's Edge Live #19: Post-Earnings Discussion With Ardmore Shipping CEO Anthony Gurnee And CFO Paul Tivnan
May 14, 2020
The Investing Edge: Akram's Razor Interviews J Mintzmyer On The Tanker Trade
May 07, 2020
Value Investor's Edge Live #18: On The Water In The Tanker Markets With Frontline's CEO
Apr 30, 2020
The Razor's Edge #14: Snap's Crackling Earnings Pop and The Internet Advertising Space
Apr 29, 2020
The Razor's Edge #13: Zoom And The Harsh Spotlight
Apr 16, 2020
Value Investor's Edge Live #17: Virtual Investor Forum on COVID-19 and Oil Price War, With Euronav's CEO
Apr 09, 2020
The Razor's Edge #12 Part 2: Where Does The Market Go?
Apr 04, 2020
The Razor's Edge #12: Disney As The Coronavirus Bear ETF
Apr 03, 2020
Value Investor's Edge Live #16: Virtual Investor Forum on COVID-19 and Oil Price War, With Teekay LNG Partners Management
Mar 26, 2020
The Razor's Edge #11: Tech As A Safe Haven, But For How Long?
Mar 23, 2020
Value Investor's Edge Live #15: Virtual Investor Forum on COVID-19 and Oil Price War, With International Seaways Management
Mar 19, 2020
The Razor's Edge #10: Twitter Is No Easy Fix
Mar 12, 2020
The Razor's Edge #9: Correction City
Mar 05, 2020
Value Investor's Edge Live #14: International Seaways' Management On The Tanker Markets
Feb 27, 2020
The Razor's Edge #8: PagerDuty On Value Alert
Feb 20, 2020
Value Investor's Edge Live #13: Frontline CEO Robert Hvide Macleod On Crude Tanker Markets
Feb 13, 2020
The Razor's Edge #7: The Uneven Scrutiny Around Facebook
Feb 06, 2020
Value Investor's Edge Live #12: Shipping Market Update With VesselsValue (Bonus Episode)
Feb 05, 2020
Value Investor's Edge Live #11: DHT Holdings' Co-CEOs On The VLCC Markets
Jan 30, 2020
The Razor's Edge #6: Pinterest's Different Tack On The Social Media Play
Jan 23, 2020
Value Investor's Edge Live #10: Ardmore Shipping's Management Team On MR Product Markets
Jan 16, 2020
The Razor's Edge #5: Trading In A Surprisingly Choppy 2020 Market
Jan 09, 2020
Value Investor's Edge Live #9: Flex LNG's CEO On The State Of The LNG Shipping Market
Jan 02, 2020
Value Investor's Edge Live #8: Diamond S's Management On The Product Tanker Market
Dec 19, 2019
Value Investor's Edge Live #7: Costamare's CFO Greg Zikos On The Containership Market
Dec 12, 2019