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Hosted by Unknown Host · 🇺🇸 US · EN · 100 episodes
Established thought leaders with verified media credentials.
The Razor’s Edge is an investing podcast that combines a prop trader’s viewpoint and deep-dive fundamental research to provide a unique take on the markets. The show is co-hosted by Akram’s Razor, a trader and investor with decades of experience and a track record of truly differentiated ideas and analysis, and by Daniel Shvartsman, an individual investor for the past decade who saw thousands of investing pitches and ideas and how they played out during his previous time at Seeking Alpha. The duo start with a theme or idea from Akram’s investing, then break it down to understand what goes into the idea, what could go wrong, and what else investors and traders need to know. They also interview industry leaders, executives, and other investors to get a wider perspective. The show has thousands of listeners around the world.
Unknown Host hosts The Razor’s Edge, a business show with 100 episodes published.
We're back! With a lot happening in the last (checks notes) 22 months (!), but also not a lot changing, Akram's Razor and Daniel wade back into the market to talk about what's happening with Artificial Intelligence and e
Our second podcast of this week and 2024 covers companies not priced for perfection, but that instead have struggled. We start with China stocks, and the question of whether China is uninvestible. We go into Akram's July
The chip sector has been Hansel-level hot to start 2024. AMD and Nvidia have jumped 14% and 21% respectively in 2024, the SOXX ETF is up 8% in the last week, and the AI theme of 2023 is still driving things to start 2024
Hey! We're back! It's been a while, but with 2023 finishing in such a one-direction flourish, we wanted to pick up the mic again. Akram and Daniel talk about what to make of the market's triumphal 2023. We cover the over
It's been a while since we've posted a Razor's Edge episode, and a lot has happened! A whole banking crisis came and went and apparently is all resolved (?). More relevant to the sort of things we talk about, the Nasdaq
It’s been a funky start to the year, as a dash for trash rally has extended into a not as bad as expected earnings rally, and now it’s easy to be wrongfooted. We dive into this market, including how markets don't go stra
On this week's The Razor's Edge, we talk about software as a service and how the market seems to repeat the same patterns over and over. Those patterns include: Taking the last three months and the next three months and
All-star guest Compound248 joins us to follow up on a wild week in the markets. We talk Elon Musk’s high volume start as owner of Twitter and the SBF, FTX, crypto crisis. Akram's Razor and Compound go back and forth on t
Last week was a big week in tech, so we’re back with an episode on two of the biggest stories. First, (2:40 minute mark) we break down Meta Platforms’ bummer of an earnings result and why it shouldn’t have been so surpri
Q2 earnings season has delivered many surprises on the one hand and continuations of trends on the other hand. For SaaS companies, that has meant continued drifting. Last week, Okta, MDB, and Veeva reported, and we break
Roku's dud of a quarter echoed both Snap's report from the week earlier and the start of the pandemic as the sudden advertising slowdown hit them as well. The issues with Roku go beyond the quarter, starting primarily wi
It’s all happening: Elon Musk filed to terminate his deal to buy Twitter, Twitter sued him for specific performance, and now the trials begin. Today, not a trial actually but a hearing to see whether the trial should tak
On this week’s The Razor’s Edge, we talk about the bear market. It’s here, it’s real, so now what? Neither Akram nor Daniel are in an apocalyptic mood, so we explain why we’re not, what green shoots there are on the supp
This week's episode picks up where last week's The Razor's Edge episode left off. We talk the current whipsaw/whiplash macro environment, where a smaller, often over optimistic social media company can trigger a panic, a
In part two of our recording this week, we get to Elon Musk and Twitter. Both because how can we not at this point, as the drama continues to unfurl, and also because Akram makes the case for this as a good merger arb pl
Markets are in turmoil, and we almost busted out the siren. But instead of commemorating the second bear market in the Razor's Edge's lifetime, we focused on whether, actually, growth stocks might have bottomed. In an ep
Tech as a sector has been a theme of the Razor's Edge from the beginning. Tech as a sector to avoid has been a theme of the Razor's Edge for at least the last few months. While there have been exceptions and nuances to t
We planned to do another episode this week, but on a different tech stock. We did indeed record that episode, but at the same time, with all the developments around Twitter - the board's adoption of a poison pill, Elon M
A lot has happened since we last published a Razor’s Edge episode: the outbreak of war, increased Fed hawkishness, and continued market volatility. We pick up the thread we’ve been following for some time, though: how to
Last week was a wild one. Given we’re not in a period of acute crisis, and that the market finished higher on the week, the swings from Wednesday to Thursday to Friday were especially pronounced, even before you throw in
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The Razor’s Edge is hosted by Unknown Host. The show is categorised under business (investing) and has published 100 episodes.
The Razor’s Edge has published 100 episodes.
The Razor’s Edge regularly covers business, investing. It sits in the business category, with a investing focus.
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