The Razor’s Edge

A podcast by Shortman Studios

Categories:

Business

113 Episodes

  1. China Stocks and Boeing, And Whether To Venture Into Troubled Waters

    Published: 1/25/2024

  2. Semiconductors: The Hottest Commodity On Earth (Or At Least Trading Like It)

    Published: 1/23/2024

  3. 2023’s Big Finish: Where do we Stand? Is this another 2021? What makes sense?

    Published: 12/20/2023

  4. The AI Rally: Sorting out Heft from Hype

    Published: 6/5/2023

  5. The 2023 Market’s Squeezy, Trashy, Inevitable Start to the Year

    Published: 2/21/2023

  6. Docusign, Zoom, MongoDB, and the SaaS Circle of Life

    Published: 12/13/2022

  7. Compound248 on Twitter’s New Era and the SBF/FTX Meltdown

    Published: 11/15/2022

  8. Meta’s Crash And Tricky Position, and the Slowing of AWS and Public Cloud Growth

    Published: 11/1/2022

  9. The Latest SaaS Turns: Okta, MDB, Veeva, and Twilio and the Challenges for SaaS 2.0

    Published: 9/6/2022

  10. Roku’s Wipeout and whether the Black Box will Open

    Published: 8/2/2022

  11. Twitter Trial Breakdown

    Published: 7/19/2022

  12. The Bear Market Is Here: What Next?

    Published: 6/21/2022

  13. The 2022 Whipsaw Market and the Hedgehog: Retail Stocks, Tech, and More

    Published: 5/31/2022

  14. The Twitter Endgame, Again: Logic & Legality

    Published: 5/24/2022

  15. Growth Stocks Approaching a Bottom?

    Published: 5/23/2022

  16. The Changing Story At Juniper, A Rare 2022 Tech Winner

    Published: 4/22/2022

  17. Twitter’s Endgame

    Published: 4/18/2022

  18. The Consumer Goods Cliff, and also Elon Musk and Twitter

    Published: 4/12/2022

  19. The Tail Wagging the Dog: Big Tech Earnings And the 2022 Market

    Published: 2/8/2022

  20. New Year, Same Trading? Breaking Down The Bumpy Start To 2022

    Published: 1/11/2022

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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.