Things are really heating up in the commercial space economy. We noticed last year that several companies were providing the underlying infrastructure that could allow private businesses to set up shop in outer space. Favorable developments like declining launch costs and the miniaturization of satellite components were driving the number of satellites seeking launch approval to increase by an order of magnitude . And thanks to a flood of interest in Special Purpose Acquisition Companies (SPACs....
May 26, 2022•42 min•Season 3Ep. 33
If you are looking to invest in one of the market’s best-performing sectors, then look no further than Software as a Service! Recently, technology and research advisory firm IDC wrote that spending on shared cloud services totaled $385 billion in 2021 and will see a compound annual growth rate (CAGR) of over 21.0% through 2025, reaching $809 billion. Considering the incredible growth this industry has seen over the past decade, this sector of the market continues to remain attractive for investo...
May 24, 2022•30 min•Season 3Ep. 32
The advertising industry is going through a transformation. There's a confluence of events that are demanding it to make some recent higher-level changes. Consumer privacy concerns are escalating, and they're causing Big Tech companies like Apple (Nasdaq: AAPL) and Alphabet (Nasdaq: GOOGL) to phase out the third-party cookie. Walled gardens like Meta Platforms (Nasdaq: FB) are at the risk of crumbling down as advertisers are looking to a more open internet for alternatives. People are moving awa...
May 17, 2022•28 min•Season 3Ep. 31
We have exciting news! The 7investing Community Forum recently reached 1000 members, which meant we had the opportunity to try something new for the very first time. Since our Discord reached that milestone, we unlocked the functionality to host live conversations directly on our server - meaning we got the opportunity to speak directly with you! Join 7investing Lead Advisors Simon Erickson, Dana Abramovitz, Steve Symington, and Luke Hallard for a fun, interactive conversation as each member of ...
May 16, 2022•1 hr 2 min•Season 3Ep. 30
It's been a rough year for the stock market. A pessimistic outlook for the American economy has hammered the stock prices of many companies. In anticipation of a contracting economy and higher interest rates, several investors are reassessing their strategies and their allocations. But is the negative outlook already fully baked in? Have valuation multiples fallen so low that the pendulum might actually be due to swing the other way? 7investing CEO Simon Erickson recently sat down with retired m...
May 12, 2022•46 min•Season 3Ep. 30
Things are getting dicey out there, and it's shaking the resolve of quite a few investors. The stock market has spent the past half year in a free fall. The S&P 500 is down 17% from its December highs, while the tech-heavy Nasdaq is down 28% from its peak in November. Many individual stocks are faring even worse, with some down 60%, 70%, or more from their previous highs. Shell-shocked investors have been searching for the reasons behind the current market hysteria. Many believe the culprit ...
May 11, 2022•58 min
Our financial world is getting complex, and there are a lot of challenging questions now facing investors: "The S&P 500's going through a really sharp selloff. How should I invest in the middle of a bear market?" "Inflation just hit a 40-year high. What will this mean for the stock market?" "The Fed just raised interest rates and the yield curve recently inverted. What does that mean for the economy?" "How should I think about Bitcoin, stock valuations, "sector rotation", funding my retireme...
May 05, 2022•25 min•Season 3Ep. 28
Have you ever had a tough time explaining investing to friends and family members who are unfamiliar with the stock market and its inner workings? Or maybe you still don't understand many terms thrown around by talking heads on CNBC or even 7investing's member calls? If you answered yes to any of those questions, Brian Feroldi's new book, Why Does the Stock Market Go Up? , might be for you. In this episode, Feroldi sits down with 7investing Lead Advisor Matthew Cochrane to discuss the lessons Fe...
May 03, 2022•43 min•Season 3Ep. 27
Netflix (Nasdaq: NFLX) shareholders are having a rough April. The stock has gone into a freefall and has now sold off more than 50% during the past month. The common consensus believes this is due to a drop in its paying subscriber count, as well as an admission that competition from Apple (Nasdaq: AAPL), Amazon (Nasdaq: AMZN), and Disney (NYSE: DIS) is heating up. Netflix has been a one-trick pony thus far. Its revenue has been entirely tied to its global subscriber count, and also the regional...
Apr 28, 2022•48 min•Season 3Ep. 26
Quantum computing is capturing the fascination and the imagination of the technology world. It's built upon the new and unfamiliar field of quantum physics -- where principles such as superposition and entanglement offer the intrigue of unlocking entirely new opportunities. The world's formerly unsolvable problems of logistics optimization, drug discovery, cybersecurity, and material design could now have a tool that potentially cracks those codes. Futuristic opportunities like solving climate c...
Apr 26, 2022•37 min•Season 3Ep. 26
The stock market is filled with noise these days. Whether it is the obsession with meme-stocks, the focus on momentum-based swing trading, or the hype cycle driving valuations up to ridiculous levels, there are a lot of speculative (and potentially problematic) factors that are influencing investment decisions. Our podcast guest today is someone who's helping to cut through that noise and help investors focus on the more important signals. Dillon Valdez ( @BluSuitDillon on Twitter) in an individ...
Apr 19, 2022•40 min•Season 3Ep. 25
Brad Freeman, better known as @StockMarketNerd on Twitter, is a long term growth investor and author of the Stock Market Nerd Newsletter . In this week's 7investing podcast, Brad and 7investing Lead Advisor Luke Hallard chat about Match Group (NASDAQ: MTCH), the online dating portfolio company that owns services including Tinder, Match.com, OkCupid, Hinge, PlentyOfFish, and 40 other dating websites and apps worldwide. Brad shares his wildest dating story (spoiler alert, his mom would approve), t...
Apr 12, 2022•41 min•Season 3Ep. 24
As a host of macro concerns continue to weigh on the global economy, investors are increasingly reassessing their risk tolerances and looking to contain volatility as much as maximizing returns. With this in mind, 7investing lead advisor Matthew Cochrane interviewed Value Stock Geek in this podcast on his self-proclaimed Weird Portfolio , designed to avoid bubbles, limit drawdowns, and safely build wealth. The Weird Portfolio consists of six low-cost ETFs representing five different asset classe...
Apr 07, 2022•54 min•Season 2Ep. 23
Unfortunately, investing is something most people learn through trial and error -- especially the error part! Our very own lead advisors have painful (and now funny) stories to tell from their bad, terrible, and no good investing mistakes when they were learning how to navigate the markets. We've made plenty of mistakes and accumulated over 100 years of combined experience along the way. Now, we want to share that with our student members to help accelerate their wealth-building journeys. That's...
Apr 05, 2022•46 min•Season 3Ep. 22
7investing and CryptoEQ recently announced a partnership , to help investors get a better consolidated view of the opportunities in both equities and in cryptocurrencies. 7investing provides its top seven stock market recommendations every month, while CryptoEQ provides its top-rated cryptocurrencies. The two companies are now joining forces and publishing a monthly Collision Course conversation, where they discuss important recent developments and the impact they’ll have on both equities and cr...
Mar 29, 2022•37 min•Season 3Ep. 21
As an investor of nearly twenty years and multiple market corrections, 7investing Lead Advisor Luke Hallard has earned his battle scars in the stock market. In this episode of the 7investing podcast, Luke chats with 7investing marketing manager JT Street about the approach he’s developed to building and managing his personal investment portfolio. Luke and JT reflect on the challenge of keeping your cool during times of high market volatility, how to protect yourself with diversification without ...
Mar 24, 2022•34 min•Season 3Ep. 20
Decades ago, scientists grew excited about the possibility of engineering biology with standardized parts, similar to the foundational changes that enabled the semiconductor industry to blossom into one of the most important in the global economy. Or for the less technical crowd, like Legos. What should this new way of working with biology be called? The term “intentional biology” was originally proposed, but too many academics scoffed at the proposal, as it implied what they had been doing to t...
Mar 22, 2022•36 min•Season 3Ep. 19
Not too long ago, software was sold with perpetual licenses. Often, software was bundled with hardware. In some cases, an annual maintenance contract was added to the perpetual license, which provided the buyer with software updates and patches. This sales motion meant significant upfront costs for the purchaser. Every few years, a new major upgrade landed, and the whole process repeated itself. Subscription software changed all this with the arrival of the Software as a Service (SaaS) sales mod...
Mar 17, 2022•46 min•Season 3Ep. 19
Investment in robotics is picking up, as companies are finding opportunities to deploy AI-powered robots into new applications. In this exclusive interview, Brian Gahsman -- the Chief Investment Officer of the Contego Capital Groups and the Portfolio Manager of the AlphaCentric Robotics and Automation Fund (GNXIX) -- and his colleague Jin Kwon describe how robots are being used to improve global supply chain bottlenecks, to improve the efficiency of e-commerce logistics, and to improve the patie...
Mar 15, 2022•30 min•Season 3Ep. 18
Businesses around the world spend nearly $800 billion on advertising every year, and two thirds of that is taking place digitally. There are three players who dominate the ads we see when we're glued to the screen, as Alphabet (Nasdaq: GOOGL), Meta Platforms (Nasdaq: FB), and Amazon (Nasdaq: AMZN) together capture 74% of the digital advertising market opportunity. Yet there are big changes underway that might cause a shift in the balance of power. Apple (Nasdaq: AAPL) recently announced in its I...
Mar 10, 2022•28 min•Season 3Ep. 17
In this week’s podcast, 7investing lead advisor Luke Hallard catches up with health tech expert investor Adu Subramanian to chat about Semler Scientific (NASDAQ: SMLR) -- an exciting $300M heath care technology business that’s rapidly becoming the standard of care for diagnosing peripheral arterial disease (PAD). PAD is a condition that affects nearly 20 million Americans, yet it’s estimated that only 25% of cases are diagnosed, resulting in costly interventions, and impacting the quality of lif...
Mar 08, 2022•35 min•Season 3Ep. 16
For most of the last ten years, GameStop (NYSE:GME) was nothing more than a legacy retailer in a rapidly changing industry. The once-popular video game merchant experienced lagging sales as gamers shifted to digitally downloading games from buying physical games in stores. Yet as consumer preferences slowly changed, Gamestop's stock was left for dead. Early 2021 is when most of the financial world – me included! – took notice of this story, as Gamestop became the first of the "meme stocks," with...
Mar 03, 2022•58 min•Season 3Ep. 15
China has mesmerized investors for several decades. Its 1.4 billion population, its intense focus on scientific research, and the rise of its tech-powered sectors like e-commerce, banking, and social media have captured the intrigue and imagination of growth-style investors. The collective market capitalization of all companies listed on the Shanghai Stock Exchange now exceeds $8 trillion , and several Chinese companies are individually worth hundreds of billions. Yet it's possible that Western ...
Mar 01, 2022•31 min•Season 3Ep. 14
The commercial space economy is taking off, and it's capturing the imagination of entrepreneurs everywhere. This trillion dollar new horizon is unlocking opportunities that span across the globe and will fundamentally change many industries. But while the potential is certainly there, actually setting up shop in outer space remains very challenging. Companies today need to draw up a business plan, design and build their satellites and infrastructure, launch them into outer space, and then keep e...
Feb 17, 2022•20 min•Season 3Ep. 14
It's been a volatile few months for the stock markets. But long-term investing will endure. The ups and the downs have some investors feeling queasy. Whether it be rising inflation, the Fed considering interest rate hikes, or geopolitical instability, there is no shortage of headlines that might make you believe now is the time to sell everything and head for the hills. But the stock market is also incredibly resilient, and broader-market selloffs can be incredible opportunities to start buildin...
Feb 16, 2022•22 min•Season 3Ep. 13
For decades now, investors have gotten used to companies raising money through the traditional IPO. As an opportunity to access the public markets, they would hire underwriters to purchase their shares at a specific price, who would then release and distribute them to the public markets. Yet critics of the traditional IPO have pointed to the all-too-frequent "IPO Pop" phenomenon. Shares would typically get sold to the underwriters at a price below their true market value. And on the first day of...
Feb 10, 2022•13 min•Season 3Ep. 12
The disruptive potential of gene editing could have huge implications for health care. Suddenly, several chronic diseases -- which may have required patients to be treated for decades -- have a potential to be fundamentally cured at the genomic level. This is unlocking publicly-tradable investment opportunities. Companies are utilizing the power of CRISPR gene editing, base editing, and prime editing to directly modify patient DNA. Larger pharmaceutical companies are partnering with these smalle...
Feb 08, 2022•25 min•Season 3Ep. 11
The financial industry is in a familiar place: Legacy banks are being challenged by technologically savvy, disruptive upstarts. Is the banking world about to be turned upside down? Veteran banking analyst and writer John Maxfield doesn't think so. Maxfield is the executive director of the Wilmers Integrity Prize, named after Robert Wilmers, the longtime CEO of MMT Bank. He was formerly the editor-in-chief for Bank Director magazine. Maxfield joined 7investing lead advisor Matthew Cochrane to tak...
Feb 03, 2022•58 min•Season 3Ep. 10
Do you find your emotions dictating your investment decisions, or use margin trading or derivatives to try to magnify your investment returns? In difficult market conditions with growth stocks facing significant drawdowns almost daily, are you tempted to chase your losers, hoping to get even? If so, you may be falling prey to one or more of the ‘seven deadly sins during a market selloff’! In this episode of the 7investing podcast, Lead Advisors Anirban Mahanti and Luke Hallard discuss seven prod...
Feb 01, 2022•24 min•Season 3Ep. 9
We’re only four weeks in, and 2022 is already proving to be an eventful year. Between the S&P 500 and the Nasdaq’s recent corrections, concerns about a war between Russia and Ukraine, and the Fed’s promises of an upcoming rate hike, the new year has brought more than a few interesting financial media headlines. While the upcoming Year of the Tiger is still a young cub, we figured now was the time to make a few reckless predictions. Our 7investing advisors gathered together to have some fun, ...
Jan 27, 2022•19 min•Season 3Ep. 8
