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The 7investing Podcast

Latest episodes

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Aug 9, 2022 • 45min

Five Lessons From Warren Buffett To Improve Your Investment Returns

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 example of this is the performance of the Ark Invest fund, which is currently underperforming Berkshire Hathaway over pretty much every timeframe. In his conversation with Luke, Adam draws out five key lessons from the last seventy years of Berkshire’s history that any growth investor can apply to improve their investment returns. In the discussion, Adam discusses why simple businesses can often make the best investments; the importance of focusing on the right variables, and tracking the business performance rather than the stock price. Luke and Adam also discuss the power of patience, and why a ‘fear of missing out’ can be a wealth-destroying trap for any investor. Adam can be found on Twitter @BRK_Student, at his YouTube channel ‘The Oracles Classroom’, or at his investment newsletter, ‘Watchlist Investing’. The Complete Financial History of Berkshire Hathaway can be purchased at Amazon. Welcome to 7investing. We are here to empower you to invest in your future! We publish our 7 best ideas in the stock market to our subscribers for just $49 per month or $399 per year. Start your journey toward's financial independence: https://www.7investing.com/subscribe Stop by our website to level-up your investing education: https://www.7investing.com Join the 7investing Community Forum: https://discord.gg/6YvazDf9sw Follow us: ► https://www.facebook.com/7investing ► https://twitter.com/7investing ► https://instagram.com/7investing
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Jul 19, 2022 • 42min

Unsustainable Yields, DeFi's Triumph, and Checking In On Jack Dorsey with CryptoEQ

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 destined to go extinct. Terra LUNA, Olympus OHM, and several other protocols lure investors with extremely high returns. However, the jury remains out on whether several of these practices are sustainable .. or even legal. In today's podcast, 7investing advisors Simon Erickson and Steve Symington chat with CryptoEQ co-founder Spence Randall about landmines to look out for when investing in cryptocurrencies. The three also discuss the opportunity for decentralized marketplaces like AAVE and why Jack Dorsey is so excited about incorporating crypto into Block's (NYSE: SQ) ecosystem. Welcome to 7investing. We are here to empower you to invest in your future! We publish our 7 best ideas in the stock market to our subscribers for just $49 per month or $399 per year. Start your journey toward's financial independence: https://www.7investing.com/subscribe Stop by our website to level-up your investing education: https://www.7investing.com Join the 7investing Community Forum: https://discord.gg/6YvazDf9sw Follow us: ► https://www.facebook.com/7investing ► https://twitter.com/7investing ► https://instagram.com/7investing
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Jul 15, 2022 • 1h 11min

The Global Macro with The Notetaker

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 conversations, but they also often induce dangerous biases. Media and political biases put their spin on every story, and they aren't shy about blaming the bad news on their opponents. The social media viral spread of misinformation can lead to cognitive biases, causing irrational conclusions due to misinterpretation. Emotional biases like anchoring or loss aversion paralyze us from taking action, even when great opportunities arise. And the endless debate about whether the glass is half full or half empty will continue for eternity, with bulls dismissing bearish pessimism and bears refusing to accept blind bullish optimism. Of course, this is all normal as part of our human nature. We're hard-wired to be triggered by the principles of influence, which is why these biases work against us. The mere recognition that they exist is the first step we can take in honing a better decision-making process. Yet in today's special 7investing podcast, we're going to take another important step. We're going to throw the opinions and the biases out the window, and we're going to take an objective look at the data. Now's the right time to dig into the numbers. To search for important insights about the financial bigger-picture and the current state of the economy. And from that, make informed decisions about what's in store for the stock market. To help us accomplish this, we've brought in the help of two brilliant Panamanian brothers who share a passion and talent for looking at the global macro. In today's special 7investing podcast, 7investing CEO Simon Erickson speaks with Vishal and Rishi Daryanani, who present an in-depth presentation full of detailed information investors should know about the macroeconomy. Vishal and Rishi share a 22 slide, comprehensive look at several different topics: Review of the 2008 - 2020 longest bull run in American history Expansionary monetary policy: Zero interest rates and QE Fiscal stimulus and the 'wealth effect' Rising inflation and why the Fed turned hawkish The impact of tightening Financial Conditions on Exchange Rates, Credit Spreads, Equity Valuations, and Interest Rates The impact of the war in Ukraine and China's Zero Covid Policy How to assess/measure economic strength: Income, consumption, production, and employment Opinions of high-profile institutional investors, including Michael Burry and Cathie Wood Following their presentation, Simon asks the brothers several questions -- including the similarities between today and previous financial crises, what battle plan the Fed will likely follow later this year, how markets and capital raises are continually evolving, and what the most-likely expectations they have for corporate American and the stock market in 2022 and 2023. Welcome to 7investing. We are here to empower you to invest in your future! We publish our 7 best ideas in the stock market to our subscribers for just $49 per month or $399 per year. Start your journey toward's financial independence: https://www.7investing.com/subscribe
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Jul 12, 2022 • 43min

Gaming, Stock-Based Comp, and Market Volatility with Chit Chat Money

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 reward their high-performance employees and to encourage retention. When times are going well, everyone's getting paid and everything is good. But will things change in the current state of the market, with stock prices falling and companies struggling? Will it manifest in the financial statements of Silicon Valley's high-flying tech companies? And will it impact the overall strategy of the executive teams of those companies? We tackle those questions and many more in today's 7investing podcast. 7investing CEO Simon Erickson chits and chats with Ryan Henderson and Brett Schafer from Chit Chat Money, to discuss how several companies are handling stock-based compensation in today's era. Ryan and Brett are also the portfolio managers of Arch Capital, which is a real-money fund that is actively investing in stock market opportunities. The two describe why they've taken several positions in the gaming industry -- including Nintendo, Electronic Arts, and Take-Two Interactive. And in the final segment, the group discusses a few things investors should be keeping an eye on in 2022. Publicly-traded companies mentioned in this interview include Apple, DocuSign, Electronic Arts, Microsoft, Nintendo, Peloton, Take-Two Interactive, Tesla, Upstart Holdings, and Yext. 7investing’s advisors or its guests may have positions in the companies mentioned. Welcome to 7investing. We are here to empower you to invest in your future! We publish our 7 best ideas in the stock market to our subscribers for just $49 per month or $399 per year. Start your journey toward's financial independence: https://www.7investing.com/subscribe Stop by our website to level-up your investing education: https://www.7investing.com Join the 7investing Community Forum: https://discord.gg/6YvazDf9sw Start a free YCharts trial: https://ycharts.com/store/start_trial_register?utm_source=7Investing&utm_medium=blog&utm_campaign=2022+7Investing Follow us: ► https://www.facebook.com/7investing ► https://twitter.com/7investing ► https://instagram.com/7investing
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Jun 30, 2022 • 48min

Add International Flavor to Your Portfolio with These Five Stocks

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 ideas right now. This one is a must-listen if you’re considering adding a bit of an international flavor to your investment portfolio! Welcome to 7investing. We are here to empower you to invest in your future! We publish our 7 best ideas in the stock market to our subscribers for just $49 per month or $399 per year. Start your journey toward's financial independence: https://www.7investing.com/subscribe Stop by our website to level-up your investing education: https://www.7investing.com Join the 7investing Community Forum: https://discord.gg/6YvazDf9sw Follow us: ► https://www.facebook.com/7investing ► https://twitter.com/7investing ► https://instagram.com/7investing
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Jun 23, 2022 • 28min

Understanding Short Selling with ORTEX's Evan Niu

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 selling means and how it takes place. Are there specific signs that companies show which tend to attract the attention of short-sellers? Are there specific risks that short-selling entails that investors should be aware of? How do short sellers actually set up their trades and make money? And are there pockets of the market that tend to attract a significant amount of attention from those who are selling short? To help us answer those questions, we’ve brought in an expert. Evan Niu is a financial analyst with ORTEX, which is a financial analytics platform for investors. One of the key metrics that Evan and ORTEX reports is a company's short interest, which is often quite difficult to calculate or to find publicly. In an exclusive interview with 7investing CEO Simon Erickson, Evan describes what it means when investors 'go short' a stock. He defines technical terminology such as short interest and free float and explains what happens during a short squeeze. Evan and Simon discuss how several of these metrics could be useful for investors, even those interested in establishing long-term positions. In the final segment, Evan and Simon dig in to the electric vehicle industry. Due to its capital-intensive nature and its fast pace of innovation, there are several EV companies who carry a high short interest. The two take a closer look specifically at Tesla, Lucid Group, Nikola, and Fisker and discuss whether there are opportunities in this space for investors. Investors who are interested in ORTEX can register for a free account with limited data access here: https://app.ortex.com/register Publicly-traded companies mentioned in this interview include Fisker, Lucid Group, Nikola Corporation, and Tesla. 7investing’s advisors or its guests may have positions in the companies mentioned. Welcome to 7investing. We are here to empower you to invest in your future! We publish our 7 best ideas in the stock market to our subscribers for just $49 per month or $399 per year. Start your journey toward's financial independence: https://www.7investing.com/subscribe Stop by our website to level-up your investing education: https://www.7investing.com Join the 7investing Community Forum: https://discord.gg/6YvazDf9sw Follow us: ► https://www.facebook.com/7investing ► https://twitter.com/7investing ► https://instagram.com/7investing
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Jun 21, 2022 • 35min

The Case for Industrial Robotics Stocks with ROBO Global's Lauren Hein

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 focusing on buying and holding shares of the most promising businesses the market has to offer. 7investing Lead Advisor Steve Symington is convinced that many of those high-quality businesses reside in the nascent artificial intelligence and robotics industries. In this episode of the 7investing Podcast, Steve is joined by Lauren Hein, Head of Advisor Relations at ROBO Global. ROBO Global is an index, advisory, and research company dedicated to helping investors capture the best opportunities in the fast-growing robotics, AI, and healthcare technology spaces. Among the topics Steve and Lauren discuss are: Why investors should have tech stocks in their portfolios, even amid a market selloff, The growth opportunity in tech outside of traditional megacaps like Alphabet (NASDAQ: GOOGL), Amazon(NASDAQ: AMZN), and Meta (NASDAQ: META), How industrial robotics stocks fit into the broader robotics and automation ecosystem, Investment criteria and several industrial-focused robotics stocks ROBO Global is following closely, including Fanuc (OTCMKTS: FANUY), Teradyne (NASDAQ: TER), and Cognex (NASDAQ: CGNX). Welcome to 7investing. We are here to empower you to invest in your future! We publish our 7 best ideas in the stock market to our subscribers for just $49 per month or $399 per year. Start your journey toward's financial independence: https://www.7investing.com/subscribe Stop by our website to level-up your investing education: https://www.7investing.com Join the 7investing Community Forum: https://discord.gg/6YvazDf9sw Follow us: ► https://www.facebook.com/7investing ► https://twitter.com/7investing ► https://instagram.com/7investing
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Jun 16, 2022 • 41min

Supply Chain Challenges, and What Actually Happens When You Press the BUY Button, with GXO Logistics

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 catching up again today to get a timely update on what’s happening in the world of global supply chains, a topic that’s critical to the health of many of our favourite e-commerce companies. Luke and Neil also chat about warehouse automation and collaborative robotics, how effective reverse logistics is saving us all from drowning in land-fill, and the complexities of providing manufacturing support to customers that range from supermarkets to aeronautics. Neil Shelton has 25 years of experience in the financial industry with companies that include JPMorgan Chase, Morgan Stanley, Credit Suisse, Citigroup and Arthur Andersen. He has led several research teams to No. 1 rankings, has been regularly ranked No. 1 for specialist sales by Institutional Investor, and has piloted more than 50 equity and initial public offerings. He holds a degree in industrial economics from the University of Nottingham in Great Britain. Welcome to 7investing. We are here to empower you to invest in your future! We publish our 7 best ideas in the stock market to our subscribers for just $49 per month or $399 per year. Start your journey toward's financial independence: https://www.7investing.com/subscribe Stop by our website to level-up your investing education: https://www.7investing.com Join the 7investing Community Forum: https://discord.gg/6YvazDf9sw Follow us: ► https://www.facebook.com/7investing ► https://twitter.com/7investing ► https://instagram.com/7investing
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Jun 14, 2022 • 27min

The State of the Stock Market

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 have any future questions for the 7investing team, feel free to ask on our 7investing Comunity Forum, or via email at info@7investing.com. We would like to thank you for your continued support of our business.  We are here to empower you to invest in your future! Welcome to 7investing. We are here to empower you to invest in your future! We publish our 7 best ideas in the stock market to our subscribers for just $49 per month or $399 per year. Start your journey toward's financial independence: https://www.7investing.com/subscribe Stop by our website to level-up your investing education: https://www.7investing.com Join the 7investing Community Forum: https://discord.gg/6YvazDf9sw Follow us: ► https://www.facebook.com/7investing ► https://twitter.com/7investing ► https://instagram.com/7investing
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Jun 2, 2022 • 59min

Wreck or Rebound with Anirban Mahanti, Matthew Cochrane, and Alex Morris

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 creator of the TSOH Investment Research Service, to look at seven such former high-flyers. Their goal? To determine whether these companies have been punished too severely by the market gods and are due for a rebound or if these stocks will never regain their former heights. With help from our friends at Ycharts, the seven companies the trio examines are: Netflix (NASDAQ:NFLX) PayPal Holdings (NASDAQ:PYPL) Upstart Holdings (NASDAQ:UPST) Peloton Interactive (NASDAQ:PTON) Block (NYSE:SQ) Spotify Technology (NYSE:SPOT) Okta (NASDAQ:OKTA) Watch or listen now to see how these companies fared under scrutiny! Welcome to 7investing. We are here to empower you to invest in your future! We publish our 7 best ideas in the stock market to our subscribers for just $49 per month or $399 per year. Start your journey toward's financial independence: https://www.7investing.com/subscribe Stop by our website to level-up your investing education: https://www.7investing.com Join the 7investing Community Forum: https://discord.gg/6YvazDf9sw Follow us: ► https://www.facebook.com/7investing ► https://twitter.com/7investing ► https://instagram.com/7investing

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