

Ep. 225 Simon Erickson: Finding Hidden Winners In Hot Investing Themes
Jul 13, 2023
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15
Introduction
00:00 • 2min
The Market Is Always Right
02:21 • 5min
The More Attractive Money Markets
07:16 • 3min
AI and the Future of the Stock Market
10:37 • 2min
How to Screen for Hidden Gems and Look for Opportunities
12:30 • 5min
How to Pick the Right Trends
17:07 • 5min
How to Complement AI in Your Conference Call
21:40 • 4min
The Future of Server Infrastructure
25:51 • 3min
SMCI's Earnings Growth and Revenue Growth Were Not Small Numbers
28:44 • 4min
How to Uncover Hidden Gems That Aren't Sticking Up Hundreds of Percent
32:16 • 5min
Tesla's Stock Succeeds
37:13 • 5min
CME Group: A Contrarian Play
42:22 • 2min
Bitcoin Volumes Are Up 22% Year Over Year
44:31 • 4min
The Importance of Upstart Credit Scores
48:43 • 5min
Tom Sosnoff on the Options Market
53:47 • 2min