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).
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).
Shana Sissel, chief investment officer of Spotlight Asset Group, joins the podcast to discuss her bullish outlook on technology stocks and other views on the markets.
Just because tech stocks might not be overbought (yet) doesn’t mean there aren’t sections of the markets that are frothy. Take SPACs for example. That is sure to end badly.
Sissel also has some views on working from home, why there aren’t more women in professional investing, GameStop, and which cities in the U.S. have the best pizza, among other things.
