This week’s The Razor’s Edge goes back out to the streets. We speak with Ali Naqvi, owner of a ride-share car supplier in New York, about his experience with the COVID lockdown, what he’s hearing from his customers – rideshare drivers – and the state of New York. While a few work from home comments pop up hear and there, this is more focused on the state of Uber and Lyft’s end markets and what that might mean for a broader economy. Ali is a lifelong New Yorker and has a rolodex of celebrity encounters and Al Pacino quotes to pull from, and this is a fun conversation.
Topics CoveredChina 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 Consumer Goods Cliff, and also Elon Musk and Twitter
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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