Digital transformation isn't just a buzzword, it is a reality. And cloud computing is the chief protagonist of this game. Are we still in the early innings of the cloud computing journey? What impacts are the current macroeconomic headwinds having on this sector? 7investing Lead Advisors Matthew Cochrane and Anirban Mahanti consider these and other related questions in this podcast. Cochrane and Mahanti look at the recent results from the cloud hyperscalers: Google Cloud Computing (GCP), Microso...
Nov 10, 2022•40 min
This earnings season has been a terrifying time for Big Tech. Google (NASDAQ: GOOGL), NVIDIA (NASDAQ: NVDA), and Amazon (NASDAQ: AMZN) are all facing significant organizational challenges while also facing constant pressure from the market to be more efficient. What are these Big Tech executives to do? Some CEO's and CFO's are making difficult decisions about which growth programs to cut, while other companies, such as Meta (NASDAQ: META), are doubling down on their commitment to growth, specifi...
Nov 08, 2022•38 min•Season 3Ep. 62
Both Meta Platforms (NASDAQ:META) and Alphabet (NASDAQ:GOOG)(NASDAQ:GOOGL) shareholders have experienced a rough year. Shares of the social media giant have tumbled more than 70% year-to-date, while the online search engine has seen shares drop more than 40%. These results were only exacerbated when the companies reported their third-quarter earnings. 7investing lead advisors Anirban Mahanti and Matthew Cochrane look over both companies' results, looking at the highs and lows and examining wheth...
Nov 03, 2022•1 hr 3 min
In only two weeks since the last episode, Luke lost a prime minister, gained a prime minister, and found AI help writing exquisite poetry and doing research about American Depository Receipts. Meanwhile, Krzysztof got married (!!!!), danced the tango, and began seeing Apple Inc. in a new, villainous light with respect to the Metaverse. We also banter about Tesla’s AI day, and Luke’s reflections on whether being a good husband is harder than being a good poker player. There’s no limit to the wisd...
Nov 01, 2022•52 min•Season 3Ep. 60
Episode 2, in which we discuss episode 1's beaming reviews and why we changed the name from Investing with Two Honest Poker Players to No Limit with Krzystztof and Luke. Hint: polygraph tests were involved. We also talked about how marriage might change Krzysztof’s investing framework, Luke’s self-analysis of his skills as a husband, the recent wave of cheating in poker, chess, life and in the stock market. And if that’s not enough, there’s also the Metaverse, its current limitations, and the se...
Oct 18, 2022•49 min•Season 3Ep. 59
The semiconductor industry has been abuzz this past year. We've seen the market get pumped up about how custom chips will be needed to power AI, and that boosted chip stock valuations during early 2021. Yet we've also seen that optimism fade in recent months, as many chipmakers are cutting their forecasts and reporting weaker customer demand. We already know the semiconductor industry is cyclical, but it's also a $600 billion global market. Is the recent selloff providing opportunities that long...
Oct 13, 2022•31 min•Season 3Ep. 58
Stocks have been selling off...so it time to go buying? The market's recent volatility has sent several institutions fleeing to safety -- replacing higher-risk equities for more defensive alternatives. As individual investors, should we follow suit? Should we similarly look for more stable, less-volatile stocks that will provide a smoother ride in a turbulent macro? Or is now the time to buy riskier growth stocks, who have been unfairly sold off and now have quite attractive valuations? We wante...
Oct 06, 2022•48 min•Season 3Ep. 57
What happens when two poker-playing veteran investors discuss all things loosely related to the stock market? Luke Hallard and Krzysztof Piekarski wanted to record a podcast about the most interesting ideas and happenings in the world of investing. In this introductory episode, we talk about running with our favorite podcasts, being an optimist, Zen, stoicism and the difference between the three; Artificial Intelligence and its limitations; the Turing test; an AI Elon Musk chat robot that will a...
Oct 04, 2022•57 min•Season 3Ep. 56
The world's largest tech companies are driving forward with important new projects. And they're obsessive about designing custom chips to make them happen. We see examples of this in products that we use every day. Amazon (Nasdaq: AMZN) has designed its own chip so that Alexa can understand the questions you're asking and then respond with accurate answers. Meta Platforms (Nasdaq: META) has designed chips for image recognition and is designing new ones to power the Metaverse. Tesla (Nasdaq: TSLA...
Sep 29, 2022•31 min
Most of us don't need any more reminders that 2022 has been a rough year for us as investors. But more intriguingly, would it have been possible to see the downturn? For years, researchers and analysts have looked to predictive indicators as a way to foresee broader market selloffs in advance. While the market does often exhibit cyclical behavior, it's hard to say that history perfectly repeats itself. Each economic cycle is unique, making it difficult to compare apples-to-apples to those before...
Sep 27, 2022•32 min
Upstart Holdings (Nasdaq: UPST) has given investors quite a wild ride during these past two years. The consumer loan tech platform went public in December 2020 at $20 per share and immediately skyrocketed twenty-fold to $400 per share within its very first year in the public markets! Yet concerns about how lending might be impacted by a challenging macroeconomic environment have sent shares back down to Earth. Now selling at $21, Upstart is right back to where it traded during its initial IPO. Y...
Sep 22, 2022•34 min•Season 3Ep. 53
Snap, Inc (NYSE: SNAP) has been snapping lately. And we don't mean that in the good way of making music with your fingers -- but rather that it's showing serious signs of breaking as a business. Snap reported slowing growth and disappointing guidance in its recent third quarter report , which prompted a rather significant restructuring of the entire company. CEO Evan Spiegel announced Snap would be laying off 20% of its workforce and sunsetting several of its growth initiatives in order to prior...
Sep 20, 2022•23 min•Season 3Ep. 52
Retailers felt the pinch from myriad directions this year, from inflation taking a bite out of consumer wallets and supply chain constraints to rapidly changing consumer spending habits. Many stocks have taken a hit through this turmoil, even as they've navigated these tricky waters reasonably well. Joining 7investing lead advisor Matthew Cochrane to discuss how some of the largest and best operators are doing in the retail space is Daniel Kline, managing editor of The Street . Cochrane and Klin...
Sep 15, 2022•1 hr 3 min•Season 3Ep. 51
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...
Sep 13, 2022•35 min•Season 3Ep. 50
There's big money to be make in drug development. But is that necessarily a good thing? Pharmaceutical companies capitalize on years of R&D work with exclusive patents. Approved drugs typically commercialize in developed markets that can support higher pricing through mature insurance reimbursement networks. Yet serious diseases don't only occur in the developed world. Billions of people in developing economics need treatments as well. And they're often not able to afford the hundreds of tho...
Aug 30, 2022•31 min•Season 3Ep. 49
Earlier this summer, 7investing lead advisors Anirban Mahanti and Matthew Cochrane were joined by Alex Morris, the creator of the TSOH Investment Research Service, to look at seven former market darlings that had fallen from their heights to determine whether these companies were permanently wrecked or due for a rebound. While the market has rallied from its lows, the S&P 500 index is still in a correction, down 11% from its all-time high. The Nasdaq Composite has fared worse, and is in bear...
Aug 23, 2022•1 hr 47 min•Season 3Ep. 47
For much of the past decade, digital advertising has been dominated by two companies: Google and Facebook. These two titans each had billions of users that allowed them to command the vast majority share of a market that was approaching nearly half a trillion dollars globally. Yet these two thoroughbreds have both now changed names (now Alphabet (Nasdaq: GOOGL) and Meta Platforms (Nasdaq: META)) and are expanding into new opportunities (cloud computing and the Metaverse). As the digital ad marke...
Aug 18, 2022•51 min•Season 3Ep. 47
From floods in Kentucky to fires in California to hurricanes in Texas, there's never a shortage of natural disasters wreaking havoc on our country. Over the past 42 years, the US government has spent $2.2 trillion in total to support the relief efforts of natural disasters. However, due to the economic toll that disasters take on the regions affected, that amount is likely far too little. And rather than just spending in response to weather-related events that have already happened, there is a m...
Aug 16, 2022•20 min
In this podcast, 7investing Lead Advisor Anirban Mahanti sits down with entrepreneur, electric vehicle (EV) enthusiast, and former Tesla (NASDAQ: TSLA) employee Farzad Mesbahi . Farzad graduated with a degree in Mathematics and Statistics in 2009 and began his professional career with Phillips Pet Food & Supplies. But perhaps most relevant to our conversation was Farzad’s employment with Tesla between 2017 and 2021. At Tesla, Farzad helped ramp the company’s parts distribution network in the...
Aug 11, 2022•43 min•Season 3Ep. 45
7investing Lead Advisor, Luke Hallard, is joined on the podcast this week by Adam Mead, CEO and Chief Investment Officer for Mead Capital Management, and author of “The Complete Financial History of Berkshire Hathaway”, a chronological history of Berkshire Hathaway, from its inception as a Textile Conglomerate in the 1950s to its status today as one of the world’s largest and most respected companies. The last eight months have been a pretty tough time for growth investors, and perhaps the best ...
Aug 09, 2022•45 min
The crypto-economy is growing quickly, but it's also constantly evolving. Initially, brokerages like Coinbase (Nasdaq: COIN) profited simply by charging commissions for each time Bitcoin was bought or sold. They added more cryptocurrencies over time, though their fate was tied to trading volumes. Over time, more exotic profit strategies emerged -- such as staking rewards, crypto-lending, or the use of cryptoassets as collateral for loans. Yet some of those evolutionary new strategies appear dest...
Jul 19, 2022•42 min
Watching the endless flood of financial headlines right now is like drinking from a highly-subjective firehouse. Hindsight is always 20/20, yet there's no shortage of opinions about the events that have transpired during the past year. There are opinions about why inflation is rising so quickly, why the Fed's actions were the wrong decisions, or why the stock market is incredibly over or undervalued at this very moment. Subjective opinions might succeed in stirring up provocative news show conve...
Jul 15, 2022•1 hr 11 min•Season 3Ep. 42
There's no shortage of things going on right now in the investing world. Rapidly-rising interest rates, inflation at a forty-year high, and a broad market selloff are giving investors and the financial media plenty to talk about. However, there are also other factors -- which aren't necessarily making headlines -- that will have deeper implications for long-term investors as well. Stock based compensation is one of those. SBC has traditionally been a great way for fast-growing companies to rewar...
Jul 12, 2022•43 min
With the recent pullback in the S&P 500 and particularly US growth stocks, do you fear that your portfolio may be too US-centric? In today’s episode of the 7investing podcast Luke chats with Sam Ball and Jonathon McKeown, hosts of ‘ The Investor Way ’, a weekly investing podcast focused on UK stocks and shares. Sam and Jon share some advice about factors to be aware of when investing overseas, and the guys take us through the investment thesis for their five favorite international investment...
Jun 30, 2022•48 min•Season 3Ep. 40
The recent market volatility has led several investors to consider other options. One alternative approach that's gaining attention is 'short selling', where investors bet against individual stocks or even broader market indices. Short sellers are taking the opposite side of the coin, financially benefitting when stocks or indices decline in value. 7investing's approach is and always will be long-term, buy-and-hold investing. But even so, we think there's value in understanding what short sellin...
Jun 23, 2022•28 min•Season 3Ep. 39
As of this writing, the Nasdaq Composite Index has plunged more than 33% from its November 2021 high. Around half of all stocks listed on the exchange have fallen at least 50% from their rolling highs. So, with seemingly no end in sight to the broader market's plunge, it might feel crazy to own particularly volatile tech stocks right now. But here at 7investing, we recognize that historic drops like these create extraordinary opportunities for investors capable of keeping a level head and focusi...
Jun 21, 2022•35 min
In this episode of the 7investing podcast, Luke connects with Neil Shelton , Chief Strategy Officer for GXO Logistics (NYSE: GXO). Recently added to the Fortune 500 list, GXO ( gxo.com ) is the world’s largest pure-play global contract logistics company, providing outsourced supply chain management and warehousing for some of the biggest names in retail, including Abercrombie & Fitch, ASOS, Nestlé, Saks, Salomon, Zara, and many more. 7investing last met with GXO in October 2021, so we’re cat...
Jun 16, 2022•41 min•Season 3Ep. 37
The 7investing team recently hosted a 30-minute conversation to chat about the current state of the stock market and how investors should think about it. Current market volatility can rattle even the most seasoned of investors, and our team of lead advisors are here to help decipher through the chaos! Some of the topics discussed include: Is the US about to go into a recession? What does April's yield curve inversion actually mean? What should I expect from the stock market in 2022? Should you h...
Jun 14, 2022•27 min
As a host of macro concerns continue to weigh on the global economy, the stock market has responded accordingly. The S&P 500 index is currently off 15% from its all-time highs at the beginning of the year and the NASDAQ composite is down almost 25% from its highs. Some former market darlings have taken even harder hits and are down well more than 50% from their previous highs. In this episode, 7investing lead advisors Anirban Mahanti and Matthew Cochrane are joined by Alex Morris, the creato...
Jun 02, 2022•59 min•Season 3Ep. 35
The digital transformation is certainly underway. Technology is changing and companies of all sizes are embracing it. Small businesses are deploying lightweight applications to grow revenue and gain share. Larger enterprises are replacing legacy systems with more efficient solutions from cloud-native vendors. And even massive and notoriously slow-moving industries like health care, banking, and insurance are keen to innovate more quickly and become more efficient in today's digital world. All of...
May 31, 2022•35 min•Season 3Ep. 34
