The Razor’s Edge

A podcast by Shortman Studios

Categories:

113 Episodes

  1. Twitter‘s CEO Change And The Market Whirlwinds Around The Company

    Published: 12/14/2021
  2. The Docusign Sell-Off And The Latest Market Veer

    Published: 12/7/2021
  3. The Future Of Compute: Naveen Rao on How The AI Landscape Has Changed

    Published: 11/23/2021
  4. Peloton‘s Stock Dropping Back To The Pack: A Bad Sign, An Opportunity, Or Both?

    Published: 11/16/2021
  5. The Future Of Compute: Cerebras‘s CFO, Tony Maslowski, On The Fragmenting AI Market

    Published: 11/9/2021
  6. The Future of Compute: Ampere Computing‘s CPO, Jeff Wittich, On The Data Center Chip Industry

    Published: 11/2/2021
  7. The Market Misperceptions Around Alibaba, Stitch Fix, And Twitter

    Published: 9/21/2021
  8. PagerDuty‘s Present And Future Growth With CFO Howard Wilson

    Published: 9/14/2021
  9. Travel Stocks Like Booking And Boeing Set For Another Take-Off

    Published: 8/17/2021
  10. Covid-Era Comps Begin: A Look At Netflix's And Twitter's Earnings

    Published: 7/27/2021
  11. After Didi Global: Are Chinese Stocks Investable?

    Published: 7/13/2021
  12. Short-Selling In 2021: Beware The Crowded Trade, And Eyes On Nvidia

    Published: 6/29/2021
  13. Fed Reaction and the (Re)-Rise of SaaS

    Published: 6/22/2021
  14. Meme Stonks Part Deux: AMC, Algos, and The Fed

    Published: 6/15/2021
  15. The Yalla Buzz And The Back Talk

    Published: 6/1/2021
  16. Transitory Inflation Vs. The Looming End Of Covid

    Published: 5/18/2021
  17. The Big Tech Ticket: The Calculus Behind Facebook's Oversight Board And The Trump Decision

    Published: 5/5/2021
  18. Opening The Box On Stitch Fix's Bull Case Amidst A Rocky Year

    Published: 5/4/2021
  19. The Semiconductor Shortages And Why Building Foundries Might Not Solve It All

    Published: 4/20/2021
  20. The Last Thing We Needed: Breaking Down the Archegos Capital Blowup

    Published: 4/6/2021

2 / 6

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.