A lot has happened since we last published a Razor’s Edge episode: the outbreak of war, increased Fed hawkishness, and continued market volatility.
We pick up the thread we’ve been following for some time, though: how to understand ‘normalized’ earnings power and behavior amidst the Covid-19 pandemic, the global response, and all the knock-on effects. We focus this time on the consumer goods sector and whether the cliff facing companies like RH and Best Buy is buyable, and what it says about the current market.
We also, because how could we not, discuss Elon Musk’s investment in Twitter (though this was recorded a few hours before the news came out that he would not in the end serve as a director on Twitter’s board).
Topics CoveredReading List:
China Stocks and Boeing, And Whether To Venture Into Troubled Waters
Semiconductors: The Hottest Commodity On Earth (Or At Least Trading Like It)
2023’s Big Finish: Where do we Stand? Is this another 2021? What makes sense?
The AI Rally: Sorting out Heft from Hype
The 2023 Market’s Squeezy, Trashy, Inevitable Start to the Year
Docusign, Zoom, MongoDB, and the SaaS Circle of Life
Compound248 on Twitter’s New Era and the SBF/FTX Meltdown
Meta’s Crash And Tricky Position, and the Slowing of AWS and Public Cloud Growth
The Latest SaaS Turns: Okta, MDB, Veeva, and Twilio and the Challenges for SaaS 2.0
Roku’s Wipeout and whether the Black Box will Open
Twitter Trial Breakdown
The Bear Market Is Here: What Next?
The 2022 Whipsaw Market and the Hedgehog: Retail Stocks, Tech, and More
The Twitter Endgame, Again: Logic & Legality
Growth Stocks Approaching a Bottom?
The Changing Story At Juniper, A Rare 2022 Tech Winner
Twitter’s Endgame
The Tail Wagging the Dog: Big Tech Earnings And the 2022 Market
New Year, Same Trading? Breaking Down The Bumpy Start To 2022
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