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Tag: small- or micro-cap stocks

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 13: The Rise of Retail Investors (Update)

Published June 3, 2021

With Gav Blaxberg, WOLF Financial

Updates with second YouTube video, bottom of this page.

Gav Blaxberg of WOLF Financial joins the podcast to discuss his views of the retail investors who have been pushing stocks like GameStop and more recently AMC.

Blaxberg’s research on this phenomenon predates the GameStop brouhaha. He has reasons to believe retail investors have been gaining in power and will be a growing force to reckon with when it comes to major movement, especially among small cap stocks.

Content Highlights:
(Spotify users can click on the timestamp to link to the segment in question)
  • What happened with GameStop was not an anomaly. Expect more where that came from (3:47);
  • The trend did not start with GameStop, but can be traced to the ‘Kodak movement’ (5:07);
  • Institutions still have more capital and control more of public companies’ shares. How are smaller retail investors able to move these stocks? Even small caps? (8:23);
  • The return of retail investors, which hasn’t been seen since the heady days of the dot-com doom, can be traced in large part to commission-free trades (10:37);
  • Quick segue after the guest mentions he gets 9% APR on his blockchain-linked savings account — in USD (14:25);
  • Background on the guest and how he came to start WOLF Financial (20:42);
  • Twitter remains the most actionable social media platform when it comes to moving stocks. Everything else is a distant second. Yes, even Reddit (32:30);
  • So what stocks are popular on social media right now? It’s still growth stocks. Some examples (36:34);
  • What stocks have potential but don’t do enough (or anything on social media) and could boost their popularity with retail investors if they changed this? Some examples (39:34).
More Information on the Guest

Not intended as investment advice.

Video Highlights From Our YouTube Channel

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Season 3, Episode 5: The Case for Precious Metals Miners, With Sean Fieler, Equinox Partners

Published March 4, 2021

Sean Fieler, president and chief investment officer at hedge fund firm Equinox Partners, joins the podcast to make the case for an unloved part of the equity markets: gold and silver miners.

This case is based on several variables, starting with unprecedented fiscal and monetary policy that has marked this particular epoch in global financial markets. “The idea that gold and silver wouldn’t do well in that environment are totally at odds with financial history,” says Fieler.

It goes a lot further than this, of course. Fieler discusses the variables and even presents some favorite stocks.

Content Segments
(Spotify users can click on the timestamp to link to the section directly)
  • The case for underlying gold and silver miners, including the compounding of fiscal and monetary policy. (3:03);
  • Why invest in miners rather than in the physical commodity, or futures contracts thereon? (7:26);
  • One concern with ETFs tracking prices of physical metals: the administrators are not necessarily reliable counterparties (9:00);
  • There are risks with owning miners as well, of course (11:41);
  • More information on the guest (15:17);
  • One surprising fact: West Africa is a good place to build a mine. Latin America is much more difficult (17:27);
  • Ghana’s fledgling securities market may be a good opportunity for investment (19:48);
  • One favorite stock: Endeavor Mining Corp (OTC:EDVMF) (21:35);
  • A microcap name to watch: RTG Mining (GREY: RTGGF), a copper and gold miner in the Philippines (25:19);
  • A little background on the fund, which predates the gym of the same name (27:52).
Not intended as investment advice.

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