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The Future of Technology Investing is Hardware, not Software (Szn 5, Ep. 4)

Published February 14, 2023

With Robert Cote, Cote Capital

Robert Cote, principal at Cote Capital Management, joins the podcast to discuss his model of technology investing, how it’s different than venture capital, and which areas of new technology that he is most excited about.

Content Highlights

  • The last 20 years have seen venture capital focus on software companies, almost to the exclusion of anything else. Therein lies the opportunity (1:09);
  • Hardware has been overlooked and can become the focus of technology investors again. One example is manufacturing (6:39);
  • Use of nanocarbon has created one specific advancement in the area of solar technology (8:50);
  • Unfortunately, this technology is not investable through public markets (12:22);
  • Another example: textiles, specifically textile recycling (17:08);
  • Background on the guest and his investment process (22:56);
  • There is transportation-related innovation as well. No, not self-driving cars (36:31);
  • Something from the realm of augmented reality: X-ray technology for surgery (38:57):
  • Finally, what about crypto currencies? (43:18).

More on Robert Cote

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‘Options Mike’ on the Coming Year-End Rally for Stocks (Szn 4, Ep. 33)

Published December 1, 2022

This podcast episode brought to you by Covey — Covey is designed to find, reward, and train the next top investment managers —from any background—that anyone can copy, so everyone can win.

Michael Pisani, aka Options Mike, joins the podcast to discuss why he’s anticipating a year-end rally in stocks. 

Content Highlights

  • It’s been a tough year for stocks and risk assets. That may be about to change (2:10);
  • Jerome Powell and the Fed have twice this year fooled markets into anticipating a pivot. But something has changed and the FOMC is no longer unanimous with its hawkishness (4:04);
  • There is still a lot of cash still on the sidelines (6:46);
  • Specific areas of the market Pisani likes here. And specific stocks, primarily Ford (F) and to a lesser extent General Motors (GM), both as longterm plays (11:42);
  • Another stock he’s bullish on: Snowflake (SNOW) and several that are candidates to go to zero (12:33);
  • An easy contrarian play: ARK Innovation ETF (ARKK). Yes, really (15:46);
  • Pisani’s take on cryptos (18:31);
  • Background on the guest (23:44).

More on Options Mike

Not intended as investment advice.

Video Highlights From Our YouTube Channel

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Season 2, Episode 22, Transcribed: Time to Build a Position in Semiconductor Manufacturers?

Published August 23, 2020

Moderator 0:08
Welcome to the Contrarian Investor Podcast, we give voice to those who challenge a prevailing sentiment in global financial markets. This podcast is for informational purposes only. Nothing on this podcast should be taken as investment advice. Guests were not compensated for the appearance, nor did they supply payment in order to appear. Individuals on this podcast may hold positions in the securities that are discussed. Listeners are urged to educate themselves and make their own decisions. Now, here’s your host, Mr. Nathaniel E. Baker.

Nathaniel E. Baker 2:03
Siddharth Singhai of Ironhold Capital hedge fund here in New York. Thank you so much for joining the Contrarian Investor Podcast today. You’re here because you have a some views that are that are quite contrary, affecting a couple of different sectors of the market and of the economy. And these are two sectors here, auto manufacturing, and semiconductors that are cyclical. And if you’ve been paying any attention at all, to the economy, as we all know, the COVID crisis has kind of exacerbated and maybe accelerated the end of the business cycle, some would say to where a recession is effectively now, just just about a priced in, and the question very much becomes how we can get to grow again, In the future, and how long it will take before we attain any levels of growth that would positively affect these cyclical industries. Yeah. So from that perspective, it’s quite contrary. And I’m quite happy to have you on and talk a little bit about this. So let’s maybe start there and tell me why you like these particular industries.

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