The 7investing Podcast cover image

The 7investing Podcast

Latest episodes

undefined
Feb 24, 2021 • 58min

How to Deal with a Volatile Market

The pandemic has made the stock market even more volatile than usual. You have days like Tuesday where most stocks were deeply in the red for much of the day before many staged an afternoon rally. That can be hard to watch as an investor, but if you’re a long-term investor, these kind of moves should not change your mindset, That’s easier said than done for many people, but we’re here at 7investing to help you know what to do when the market makes big moves. 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 Follow us on Social Media ► https://www.facebook.com/7investing/ ► https://twitter.com/7investing ► https://instagram.com/7investing
undefined
Feb 23, 2021 • 48min

What FinTwit Isn't Telling You About These Biotech Stocks

You don't need 7investing to tell you that investors are experiencing a historic bull market. To put it mildly, investors are increasingly optimistic. About what? Well, that's a question worth asking. Investors are increasingly optimistic about the pace of the economic recovery -- at the macro level, anyway. It's not farfetched to expect record amounts of cash and wealth generation, which has been primarily "trapped" within equities and real estate in the last 12 months, to be unleashed in other parts of the economy as the pandemic loosens its grip. That would usher in a swift economic recovery unlike anything in recent memory, perhaps ever. Investors are also increasingly optimistic about innovation. Although that's not necessarily misplaced, individual investors must guard against unbounded optimism and remain objective. This is especially true when it comes to biotechnology and genomics. On the one hand, we're making significant advances in our understanding of biology that allow us to standardize biological parts. If we can standardize living systems, then we can engineer them with reproducible results. And if we can apply engineering principles to biology, then we can use biology as technology to improve medicine, industrial processes, agriculture, and much more. On the other hand, biology remains incredibly complex. The optimism surrounding certain trends, such as the "genomics revolution" or CRISPR gene editing, often dumbs down the complexity of biology to make the opportunities easier to understand for non-experts. Unfortunately, that also makes it easier to dismiss or completely overlook important risks facing new technologies. As company valuations become more and more distorted, those risks become amplified. One of the problems with the level of optimism in the current stock market is simple: It has become easier to buy tickers than to invest in businesses. Many biotech stocks are trading on momentum and stories alone. Today, we're increasingly seeing several years of revenue growth and clinical trial results or regulatory milestones -- which have yet to be achieved -- to be priced into biotech stocks. This can lead to disastrous outcomes when the stories fall apart or future events don't play out quite as investors expect. 7investing Lead Advisors Manisha Samy and Maxx Chatsko sat down to discuss the importance of balancing optimism with objectivity, the dangers of chasing story stocks and momentum stocks, and why your research into biotech stocks and genomics stocks should expand beyond social media or FinTwit. Most important, they remind all investors to seek information, not confirmation and discussed the following companies as examples: Amyris (NASDAQ: AMRS) Bionano Genomics (NASDAQ: BNGO) CRISPR Therapeutics (NASDAQ: CRSP) DermTech (NASDAQ: DMTK) Editas Medicine (NASDAQ: EDIT) Gevo (NASDAQ: GEVO)
undefined
Feb 22, 2021 • 59min

What's the Next Big Thing in Technology?

The iPhone changed the definition of “phone” and led to an era where smartphones are ubiquitous. But that revolution occurred back in 2007 and smartphone sales have already hit their peak. That has left big tech companies searching for the next big thing. Will it be augmented reality or maybe something in the heath tech space? Maxx Chatsko joins Dan Kline to look for “next big thing” investing opportunities. 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 Follow us on Social Media ► https://www.facebook.com/7investing/ ► https://twitter.com/7investing ► https://instagram.com/7investing
undefined
Feb 20, 2021 • 35min

Did Walmart Have a Good Quarter?

Walmart had massive online sales growth and impressive same-store numbers, but it did not meet analyst expectations when it came to profits -- largely because of investments it has made in infrastructure and people. Are analysts looking at the right things when they judge success or failure in retail? We’ll hit many of the same questions for Shopify and dig into how digital and delivery have changed the marketplace. 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 Follow us on Social Media ► https://www.facebook.com/7investing/ ► https://twitter.com/7investing ► https://instagram.com/7investing
undefined
Feb 18, 2021 • 43min

How to Invest in Space Stocks with ARK Invest

The space economy is picking up speed. Once considered an uninvestable sector, the entire sector is now attracting the attention of entrepreneurs and small businesses. Between the miniaturization of satellite components and a 10x reduction in the cost of rocket launches, the final frontier is finally becoming economically affordable for a new wave of space-borne ventures. Even though this makes for great news headlines, what will the new space race mean for investors? Are there specific commercial applications that offer the greatest opportunities? What impact will these newly-launched technologies have on the rest of our Earth-bound businesses? I spoke about those topics with disruptive innovation specialists James Wang and Sam Korus of ARK Invest. ARK’s thematic ETFs invest in several of the most innovative companies in the world (and beyond). As you might expect, they’re also quite interested in outer space. In our conversation, James, Sam, and I discuss why the commercial space economy should be on the radar of investors. I describe why imaging and sensing could become “the next GPS”, Sam explains the impact of miniaturization on satellite costs, and James compares satellite internet with 5G for the future of connectivity. We also describe how the coronavirus could create several long-term opportunities for investors, especially in enterprise software and in healthcare. 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 Follow us on Social Media ► https://www.facebook.com/7investing/ ► https://twitter.com/7investing ► https://instagram.com/7investing
undefined
Feb 17, 2021 • 1h 3min

Has Warren Buffett Lost His Touch?

Berkshire Buys Verizon and Chevron Shares. Has Warren Buffett Lost His Touch? The Oracle of Omaha has disclosed that his company has take stakes in Chevron and Verizon. These aren’t exactly bold moves and they won’t convince anyone that the one-time genius may have lost something off his fastball. Has Berkshire Hathaway lost its way and is its leader out of touch with current markets? 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 Follow us on Social Media ► https://www.facebook.com/7investing/ ► https://twitter.com/7investing ► https://instagram.com/7investing
undefined
Feb 16, 2021 • 49min

7investing and CryptoEQ: Tesla, Bitcoin, and Coinbase Going Public

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 on a monthly basis, to discuss the most important recent developments taking place and the impact they'll have on both equities and crypto. This past month, that conversation included a discussion about Tesla's "audacious" commitment to buy $1.5 billion worth of Bitcoin for its corporate treasury, as well as Coinbase coming public at a valuation of up to $75 billion. Going forward, 7investing will publish the full video of these conversations to subscribers as a monthly Advisor Update. CryptoEQ will publish a written recap of the conversation with additional context in their monthly subscriber email newsletter. We've also decided that we'll be providing this first episode for free! We hope you enjoy the show and our takeaways as a part of our 7investing podcast series. If you'd like to gain access future shows, please consider becoming a subscriber by visiting 7investing.com/subscribe or cryptoeq.io/#memberships 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 Follow us on Social Media ► https://www.facebook.com/7investing/ ► https://twitter.com/7investing ► https://instagram.com/7investing
undefined
Feb 15, 2021 • 1h 1min

How to Build a Long-term Investing Mindset

We’ve heard a lot recently about how the individual investor can’t compete with the big guys and hedge funds. That’s true when it comes to being a trader -- you can’t beat the computers and the big money. The little guy, however, has one advantage, time. Being a long-term investor can bring incredible returns but it takes patience. It’s not easy for everyone to deal with the ups and downs of the market but if you buy-and-hold good companies you will make money in the long run. 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 Follow us on Social Media ► https://www.facebook.com/7investing/ ► https://twitter.com/7investing ► https://instagram.com/7investing
undefined
Feb 12, 2021 • 1h

Walt Disney Earnings and the MIT Conference

It has been a mixed pandemic for the Walt Disney Company. The Mouse House has seen its theatrical business go away and its theme parks operate at limited capacities or not be able to open at all. On the positive side, the company’s streaming platforms have shown explosive growth which led to some surprising first quarter results. In addition, Simon Erickson will update us on the MIT Conference and Matt Cochrane will tell everyone about the $75 billion company you may never have heard of. 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 Follow us on Social Media ► https://www.facebook.com/7investing/ ► https://twitter.com/7investing ► https://instagram.com/7investing
undefined
Feb 11, 2021 • 41min

A Return to a Margin of Safety with Brett Schafer and Ryan Henderson

While backup kickers on the Washington State University football team, Brett Schafer and Ryan Henderson used to spend down time talking about stocks. This mutual interest soon blossomed into a regular podcast and website. The first year after they began, Schafer and Henderson report, it was mostly just friends and family listening. But as they began interviewing financial analysts and writers from around the Twitterverse, they quickly gained an audience with their unique blend of youthful humor, hot takes on the market, and solid investment analysis.    The pair are now launching a new fund, Arch Capital. For every position that made it into the portfolio, the pitch ended with the same two questions:    1)Over the next 3-5 years, what are the chances this investment loses money?   2) What chance do you give this stock, at current prices, to compound at 15% over the next 3-5 years?   As Schafer and Henderson like to say, "We start with a margin of safety, and end with growth." The end result is a portfolio with a nice mix of value, growth, and income names. And video games. A lot of video games. In the interview, both Schafer and Henderson talk a little about the video game industry before breaking down one of their top holdings, Nintendo (OTC:NTDOY), a company that probably gets far too less love from American investors. 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 Follow us on Social Media ► https://www.facebook.com/7investing/ ► https://twitter.com/7investing ► https://instagram.com/7investing

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app