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Szn 3, Ep. 29: Causes for Optimism in 2022, with Ryan Worch

Published December 21, 2021

Ryan Worch of Worch Capital rejoins the podcast to provide his outlook on stocks for 2022. Spoiler alert: He’s bullish. With certain qualifications. Worch mentions specific securities in the latter half of the episode.

Nothing here is intended as investment advice.

Content Highlights

  • Worch’s contrarian call: We’re still in a secular bull market (4:14);
  • Underneath the surface there has been “some very real destruction in the speculative part of the markets.” Why this is happening (6:05);
  • Is there any hopes for the Cathie Wood names, meme stocks, cryptos, and NFTs? (9:25);
  • Many people are bearish. Too many (15:33);
  • How Worch Capital is positioning its portfolio and some favorite names (20:45);
  • A brief discussion about inflation (28:09).
MoreSzn 3, Ep. 29: Causes for Optimism in 2022, with Ryan Worch
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Season 3, Episode 25: Three Areas of Technology Investors Need to Watch

Published November 1, 2021

With Simon Erickson, 7investing

Simon Erickson, founder and CEO of 7investing, joins the podcast to discuss three areas of technological innovation and disruption that stand to transform the world of business as we know it.

The guest identifies one stock from each area, with the understanding that it is not intended as investment advice.

Content Highlights

  • Why focusing on technological change is contrarian (3:41);

  • Idea No. 1: Buy now, pay later or BNPL. Disruptive to credit card companies (4:37);

  • Several upstarts have ‘cracked this code’ but Erickson has one that he’s been paying close attention to (5:57);

  • Idea No. 2: Quantum computing (14:23);

  • Background on the guest (22:25);

  • Idea No. 3: Gene editing (25:24);

  • How to go about picking entry points for investments in these areas? (31:30);

  • What about cryptocurrencies and blockchain technologies? (33:47).

MoreSeason 3, Episode 25: Three Areas of Technology Investors Need to Watch
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Season 3, Episode 24: The Lessons From Iceland’s Financial Collapse, From One Who Was There

Published October 20, 2021

With Jared Bibler, Author of ‘Iceland’s Secret’

Jared Bibler joins the podcast to discuss his book ‘Iceland’s Secret’ and his experience living through that country’s financial collapse in 2008.

It was a very dark period in Iceland’s history, with individuals losing homes and savings and not being able to buy food. The author experienced this first-hand, initially as an asset manager and later working for regulators seeking to bring the responsible parties to justice.

The crisis in Iceland shocked the world but was quickly overshadowed by the collapse of Lehman Brothers in the U.S. Today it is largely forgotten outside of Iceland. But the author says his experience holds many lessons for the present day.

If nothing else, his experience holds lessons for those interested in hedging against a total collapse of capital markets and civil society.

MoreSeason 3, Episode 24: The Lessons From Iceland’s Financial Collapse, From One Who Was There
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