Welcome to our 7investing Market Madness competition ! Throughout this campaign, we’re matching popular stocks up against one another to determine which will be the best investment over the next three years. And then, by voting in the poll at the bottom of the article, you can help us determine which stock will go on to the next round! Our rankings are determined by the total return of the stock during calendar 2022. The highest-ranked stock had the best overall return of those in our tournament...
Mar 27, 2023•34 min•Season 5Ep. 6
Our "No limit" podcast features 7investing advisors Luke Hallard and Krzysztof Piekarski breaking down investing-related topics. Episode 13 of No Limit focuses entirely on Luke schooling Krzysztof about the banking industry and the reasons and fall-out from the Silicon Valley Bank failure. Krzysztof follows this tutelage with his views on why blockchain technology and smart contracts are a powerful paradigm shift that has become all the more important in response to the lack of stability and tra...
Mar 21, 2023•37 min•Season 4Ep. 14
Welcome to our 7investing March Madness competition! Throughout this campaign, we’re matching popular stocks up against one another to determine which will be the best investment over the next three years. And then, by voting in the poll at the bottom of the article, you can help us determine which stock will go on to the next round! Our rankings are determined by the total return of the stock during calendar 2022. The highest-ranked stock had the best overall return of those in our tournament, ...
Mar 20, 2023•18 min•Season 5Ep. 5
Welcome to our 7investing March Madness competition! Throughout this campaign, we’re matching popular stocks up against one another to determine which will be the best investment over the next three years. And then, by voting in the poll at the bottom of the article, you can help us determine which stock will go on to the next round! Our rankings are determined by the total return of the stock during calendar 2022. The highest-ranked stock had the best overall return of those in our tournament, ...
Mar 17, 2023•26 min•Season 5Ep. 4
Welcome to our 7investing Market Madness competition! Throughout this campaign, we’re matching popular stocks up against one another to determine which will be the best investment over the next three years. And then, by voting in the poll at the bottom of the article, you can help us determine which stock will go on to the next round! Our rankings are determined by the total return of the stock during calendar 2022. The highest-ranked stock had the best overall return of those in our tournament,...
Mar 17, 2023•17 min•Season 5Ep. 3
Welcome to our 7investing March Madness competition! Throughout this campaign, we’re matching popular stocks up against one another to determine which will be the best investment over the next three years. And then, by voting in the poll at the bottom of the article, you can help us determine which stock will go on to the next round! Our rankings are determined by the total return of the stock during calendar 2022. The highest-ranked stock had the best overall return of those in our tournament, ...
Mar 16, 2023•32 min•Season 5Ep. 2
Welcome to our 7investing Market Madness competition! We are on a quest to find the best current stock opportunity for investors. All month, we’re matching popular stocks up in head-to-head matchups to determine which will provide the greatest upcoming three-year return. And through voting poll we include at the bottom of each article, you can help determine which tock will win each round and ultimately the tournament. In this first-round matchup, the top-ranked energy juggernaut Exxon Mobil (NY...
Mar 16, 2023•27 min•Season 5Ep. 1
No limit episode 12 features Luke’s explanation of his investing framework with Nvidia as a test case that will save you hundreds of future headaches. We go back to the poker table to poke and prod at the meaning of “priced to perfection” and what to do when one of your stocks is feeling frothy — do you keep betting or do you fold the hand? Krzysztof meanwhile goes to some other kind of casino on the edge of town, where there are no high rollers but only old grizzled hucksters — can there be inv...
Mar 09, 2023•56 min•Season 4Ep. 13
7investing CEO Simon Erickson and Marketing Manager JT Street introduce the Market Madness tournament. All month, 7investing will be publishing head-to-head matchups between 16 stocks in order to determine which represents the best current opportunity for investors. 7investing's Twitter account will also post live polls for you to vote on the matchups. And also host Spaces episodes to discuss the stocks with a live audience. The tournament will run for the first three weeks of March and will sup...
Mar 06, 2023•24 min•Season 5Ep. 1
It's relatively easy to argue that some type of exposure to emerging markets belongs in most U.S. investor portfolios. Emerging markets represent about 4.3 billion people, 50% of the global GDP, but only a relatively small percentage of global equities' market cap. Emerging markets are usually defined as a country with a developing economy that shares some, but not all, characteristics with a developed economy. To discuss emerging markets more, 7investing lead advisor Matthew Cochrane welcomed P...
Feb 28, 2023•48 min•Season 4Ep. 12
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 welcomed back Value Stock Geek to see how his self-proclaimed Weird Portfolio held up in 2022 amid a worrying economic backdrop. The Weird Portfolio consists of six low-cost ETFs representing five different asset classes and geographic diversity...
Feb 23, 2023•51 min•Season 4Ep. 11
7investing's Episode 11 of No Limit has lead advisors Luke Hallard and Krzysztof Piekarski sinking their investing fangs into the new ARK Invest Big Ideas of 2023 paper, the dangers of being a futurist investor and the two essential elements to being a good investor— being right and being contrarian. Luke and Krzys wonder whether they’re being contrarian about Alphabet given their latest kerfuffle with Microsoft. And if you want to know what TV episode is the best Luke’s ever seen, tune in to 7i...
Feb 21, 2023•43 min•Season 4Ep. 10
Morgan Stanley believes the space economy will be worth more than $1 trillion dollars by 2040. Bank of America Merrill Lynch believes it will reach $2.7 trillion by 2045. If those estimates are even directionally-correct, outer space will soon become one of the biggest investment opportunities of our lifetime. And it's more than just a science-fiction dream. The commercialization of space is already well-underway. The Federal Communications Commission (FCC) recently granted SpaceX the right to l...
Feb 16, 2023•41 min•Season 4Ep. 9
Jake Taylor is a man that wears many hats. He is the CEO of Farnam Street, the founder of the new Journalytic app, the author of The Rebel Allocator, and the co-host of the Value After Hours podcast. Somehow amid his busy schedule, he recently found time to sit down with 7investing lead advisor Matthew Cochrane to talk about these roles and dive deep into the inner workings of Berkshire Hathaway (NYSE:BRK.A)(NYSE:BRK.B). Their conversation begins with Taylor explaining to Cochrane the genesis of...
Feb 14, 2023•56 min•Season 4Ep. 8
Episode 10 of No Limit has Krzysztof pontificating on his recent trip to Las Vegas and the difference between an investing and gambling mindset. Luke offers insight into the company Wise and the difficulties and solutions of getting paid across international borders. We critique the merits of investing in what you know, that old tried-and true-is Peter Lynch framework. There’s also an appearance by Zen Master Hakuin and his powerful method of asking “Is that so?” We announce Peter Zeihan’s new b...
Feb 09, 2023•47 min•Season 4Ep. 7
There are few industries more important to the world than semiconductors. $600 billion worth of chips are sold across the globe each year that go into everything -- from permanent-pressing washing machines to application-crunching datacenters to self-aware automobiles. The world's thirst for computing is continually increasing and the chip industry is shifting into a higher gear to keep up. Yet it's not just market demand that heavy influences this industry's key players. Significant geopolitica...
Feb 07, 2023•52 min•Season 4Ep. 6
In this exclusive podcast, 7investing CEO Simon Erickson speaks with hhhypergrowth founder muji about several of the new technologies and investment opportunities that are arising in cloud computing. Muji begins by describing the newest developments at Amazon's most recent "re:Invent" cloud computing conference. The cloud king continues to roll out new products and features for AWS, though they are often confusing to customers and even its own sales team. While Amazon itself coined the term "ser...
Jan 31, 2023•50 min•Season 4Ep. 5
With Luke and Krzysztof on the same side of the Atlantic, the Force Without Limit is even more palpable! There’s lots of self-reflection from Luke about lessons learned in another year around the sun and why you should move to Tahoe, ride motorcycles, use fancy AI camera systems to make you look like a snowboarding bad-ass and remember what money is really for. Krzysztof pontificates about what the value of an education needs to be in the time of chatGPT and how both educators and investors need...
Jan 25, 2023•48 min•Season 4Ep. 4
Investing in natural resources and commodities is a tricky business. Investors in these sectors must look at individual companies and the macro variables that go into intrinsic values, such as future precious metals and energy prices. These prices are known to go through volatile cycles, the timing of which can be hard to get right. Walking us through this process is Will Thomson, the founder and managing partner of Massif Capital. Thomson's fascinating journey took him from Afghanistan to Lloyd...
Jan 17, 2023•56 min•Season 4Ep. 3
The first No Limit Episode of 2023 is full of the goods Santa forgot to bring you! There are, sadly, lumps of coal as we discuss the Worst of 2023, including our worst investing habits, ideas and investments, not to mention Luke’s winner in the “A supposedly fun thing I’ll never do again” category. Hint: his gourmet palate is a work in progress. There are also lots of goodies in the Best of 2023 bag, including Luke’s decision to watch the best TV show of all-time (finally!), YCharts, and our hig...
Jan 10, 2023•1 hr 10 min•Season 4Ep. 2
Happy New Year! While 2022 was a year that most investors would like to forget, 2023 is a fresh new opportunity to move onward and upward. We always love to use the new year to make a fresh round of reckless investing predictions. Last January, our 2022 prognostications included Peloton getting acquired, Facebook entering the health care space, and the SEC finally banning Payment for Order Flow. We didn't bat 1.000 last year (and we expect we never will), but it isn't keeping us from coming back...
Jan 05, 2023•49 min•Season 4Ep. 1
In 2022, the broader economy was still recovering from its COVID hangover, the U.S. experienced its highest inflation levels in decades, the Fed raised rates rapidly, and geopolitical concerns involving Russia and China raised their ugly heads. With these headlines, it is easy to see why investors would be discouraged and think picking stocks is futile. Chadd Garcia, the Ave Maria Focused Fund portfolio manager, joined 7investing lead advisor Matthew Cochrane to discuss how to invest in stocks p...
Dec 29, 2022•1 hr 5 min•Season 3Ep. 72
Episode 7 of No Limit has that festive holiday cheer you know you want need right now! Delight in learning that Luke’s experiment with cold showers and cold therapy took an unpleasant turn, but there’s a clear and important lesson to glean from his whelps of pain. Thawing off, we discuss whether politics and business are like oil and water, or whether there’s sometimes some necessary overlap, while thinking of the obvious case of Elon, Tesla and the ongoing twitter saga. We also cogitate whether...
Dec 27, 2022•57 min•Season 3Ep. 71
We often need to remind ourselves that "international investing" doesn't just mean replicating things that worked in one country and translating them into another. Countries all have their unique peculiarities. Some, like our domestic U-S-of-A, enjoy watching baseball, eating hot dogs, and shooting off fireworks for the Fourth of July. For others, like our beloved neighbor to the North, it's more about hockey, beaver tails , and Boxing Day. But Canada also offers a different intrigue in its inve...
Dec 15, 2022•47 min•Season 3Ep. 70
In episode 6, Luke talks about self-experimentation and vows to take cold showers for two weeks to improve his mental acuity; we discuss the FTX saga and whether there’s psychopathy involved, or whether SBF was just a really good poker player; Coinbase as in investment: insane or visionary given the crypto detritus? Krzysztof meanwhile displays his unapologetic nerd tendencies by talking way too much about thermodynamics, Einstein and his refrigerator, and whether we need to understand the core ...
Dec 13, 2022•54 min•Season 3Ep. 69
Sustainability is overlooked by the market. Sustainable companies are undervalued most of the time. The financial headlines have done a great job of continually reminding us what a crazy year 2022 has been. It feels like every news show, podcast, and article has been quick to point out the calamity being caused by uncontrollable inflation and the financial chaos that will accompany an upcoming recession. Is that really the case though? The media's job is to get your attention. Viewership ratings...
Dec 08, 2022•57 min•Season 3Ep. 68
For the third time in recent months, 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 have taken severe dives from their former heights. Their mission? To determine whether these companies were permanently wrecked or due for a rebound. The S&P 500 index is still flirting with bear market territory, down 18% from its all-time high. The Nasdaq Composite has...
Dec 01, 2022•1 hr 38 min•Season 3Ep. 67
On episode 5 of No Limit, Krzysztof won’t let politics stand in the way of a good discussion about twitter’s glorious, bot-less future and what it means for the tech industry while Luke finds a way to make “super-followers” really work in your favor. We get an update on Luke’s “worry” stocks and how it feels to sell at a big loss without looking back in anger. Krzysztof and Luke also come incendiary blows about whether a license and exam should be required to trade stocks. Plus: not your keys, n...
Nov 29, 2022•56 min
Twilio (NYSE: TWLO) wants to become the world’s leading customer engagement platform. Its cloud-based communications software was initially created to help businesses to embed SMS/text messaging within their Smartphone apps to communicate with customers. Businesses like Lyft (Nasdaq: LYFT), Airbnb (Nasdaq: ABNB), and eBay (Nasdaq: EBAY) -- who were constantly interacting with customers via texts -- were eager to embrace them. Today, Twilio serves more than 280,000 paying customers. Yet the belov...
Nov 17, 2022•1 hr 7 min•Season 3Ep. 65
In which Luke is concerned that Krzysztof became too rambunctious for his own good, banging on things and making a wild ruckus! Can you blame him, though, when Luke confessed he has a “worry” category in his portfolio? What happens next is a *must listen*! Also discussed feverishly: Being pot-committed in poker and stock-committed in the market; Pokemon drag-shows; TikTok - why it terrifies Luke and why Krzysztof plans to use it to save the world; $8 twitter; the magic of New Orleans; the proble...
Nov 15, 2022•1 hr 2 min•Season 3Ep. 64
