أفضل بودكاسات Razors (2022)

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The Razor's Edge

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Growth Stocks Approaching a Bottom? 1:07:54

20h ago1:07:54

1:07:54

Markets are in turmoil, and we almost busted out the siren. But instead of commemorating the second bear market in the Razor's Edge's lifetime, we focused on whether, actually, growth stocks might have bottomed. In an episode recorded Sunday, May 22nd, we talk about the growth stock washout, whether sentiment or operating momentum has bottomed, whe…

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RAZOR'S EDGE Podcast

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Faith, Trust,and Obedience w/Desi Savage 26:01

6d ago26:01

26:01

My wife Desi shares with the KFF Family!--- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app

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The Razor's Edge

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The Changing Story At Juniper, A Rare 2022 Tech Winner 45:10

1M ago45:10

45:10

Tech as a sector has been a theme of the Razor's Edge from the beginning. Tech as a sector to avoid has been a theme of the Razor's Edge for at least the last few months. While there have been exceptions and nuances to the sector, the market has shown little interest in nuance, as this week's earnings have made clear. Juniper Networks, an old dot c…

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RAZOR'S EDGE Podcast

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"5 money mistakes that are costing you a fortune" w/ Lateisha Johnson 59:12

1M ago59:12

59:12

My friend Lateisha Johnson shares her story and money advice from her book "5 money mistakes that are costing you a fortune" For info and booking visit her web site at www.Lateishajohnson.com or info@lateishajohnson.com--- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app…

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The Razor's Edge

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Twitter’s Endgame 46:05

1M ago46:05

46:05

We planned to do another episode this week, but on a different tech stock. We did indeed record that episode, but at the same time, with all the developments around Twitter - the board's adoption of a poison pill, Elon Musk's discussion of his bid during a Ted talk, and Jack Dorsey's subtweets of the board, among other things - we decided to discus…

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RAZOR'S EDGE Podcast

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Slow night stories 25:23

1M ago25:23

25:23

This episode is just some encouraging thoughts I needed to share! My math was a little off at the end. 40+ 30 +10+2= 82lbs --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app

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The Razor's Edge

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The Consumer Goods Cliff, and also Elon Musk and Twitter 1:20:12

1M ago1:20:12

1:20:12

A lot has happened since we last published a Razor’s Edge episode: the outbreak of war, increased Fed hawkishness, and continued market volatility. We pick up the thread we’ve been following for some time, though: how to understand ‘normalized’ earnings power and behavior amidst the Covid-19 pandemic, the global response, and all the knock-on effec…

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RAZOR'S EDGE Podcast

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Time is not on your side!! 28:20

2M ago28:20

28:20

I share an message with the KFF family! --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app

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RAZOR'S EDGE Podcast

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The heart of my Shepherd w/ Carolyn Savage 1:14:21

2M ago1:14:21

1:14:21

My mother shares her story and talks about her new book! Get your copy of "The heart of my shepard" today at Amazon.com --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app

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RAZOR'S EDGE Podcast

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Broken Mirror 24:59

3M ago24:59

24:59

What do you do when you look in a mirror and you don't like what you see? Do you adjust yourself or break the mirror?--- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app

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RAZOR'S EDGE Podcast

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A year of Evolution w/ Rebecca Savage 1:02:15

3M ago1:02:15

1:02:15

We check in with Rebecca Savage of Grace rose studios!--- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app

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The Razor's Edge

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The Tail Wagging the Dog: Big Tech Earnings And the 2022 Market 1:17:09

3M ago1:17:09

1:17:09

Last week was a wild one. Given we’re not in a period of acute crisis, and that the market finished higher on the week, the swings from Wednesday to Thursday to Friday were especially pronounced, even before you throw in Monday’s comeback rally. The triggers to those moves? At least on the surface, big tech earnings. To figure out what’s happening …

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RAZOR'S EDGE Podcast

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CENTURION FAITH 16:09

4M ago16:09

16:09

The progression of Faith 1 believe God can do what you can do 2 believe God can do what you can do 3 believe what God says about you!--- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app

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RAZOR'S EDGE Podcast

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From Prison to PhD 44:51

4M ago44:51

44:51

Dr. Tommy Moore shares his story and some tips to live by!--- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app

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The Razor's Edge

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New Year, Same Trading? Breaking Down The Bumpy Start To 2022 1:53:23

4M ago1:53:23

1:53:23

Happy New Year! Though this week’s The Razor’s Edge touches on what may not be the happiest start for people investing in software names or tech more generally. So what’s going on? We throw together a bit of recent and longer-term history, a bit of market sentiment analysis, and some opinions on what might still work, to see why a shift has been co…

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RAZOR'S EDGE Podcast

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Happy NEW YEAR 2022 20:31

5M ago20:31

20:31

Thank you so much for rocking g with me for 3 years! I love you all--- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app

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The Razor's Edge

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Twitter‘s CEO Change And The Market Whirlwinds Around The Company 55:48

5M ago55:48

55:48

We pick up this week's conversation where last week's (and so many of our past episodes left off) - what about Twitter, at this price, in this economy? We talk about the succession decision and why the set-up for the incoming CEO, intentionally set or not, is pretty attractive. We talk about Elliott Management's role in all this, and what they migh…

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The Razor's Edge

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The Docusign Sell-Off And The Latest Market Veer 56:45

6M ago56:45

56:45

Docusign’s sell-off on Friday and the corresponding market (and Nasdaq) sell-off are the latest sign of market uncertainty. No one knows anything – as Monday’s rally reminds us – but the question is whether we know we don’t know. In this week’s The Razor’s Edge, we focus on the uncertainty in the market, the importance of valuation even when growth…

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RAZOR'S EDGE Podcast

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Next phase! 54:16

6M ago54:16

54:16

Another we r --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app

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The Razor's Edge

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The Future Of Compute: Naveen Rao on How The AI Landscape Has Changed 1:21:28

6M ago1:21:28

1:21:28

We wrap up our Future of Compute series with a leading force in the field, Naveen Rao. Rao founded Nervana Systems, the first next-gen AI chip company, which he sold to Intel. He then drove Intel's AI road map before stepping down from the company in 2020, and just recently announced the founding of MosaicML, an AI startup focused on making algorit…

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The Razor's Edge

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Peloton‘s Stock Dropping Back To The Pack: A Bad Sign, An Opportunity, Or Both? 1:20:47

6M ago1:20:47

1:20:47

This week we take a break from our Future of Compute series on the Razor’s Edge to talk Peloton. In an earnings season full of big moves and surprises, Peloton's downhill fall has been one of the headline events. As we mention on the call, who would imagine that COVID would still be a part of our lives, but Zoom and Peloton shares would be flat fro…

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RAZOR'S EDGE Podcast

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STEEP IMPACT 45:35

6M ago45:35

45:35

Rebecca Savage shares a word with the KFF FAMILY --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app

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The Razor's Edge

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The Future Of Compute: Cerebras‘s CFO, Tony Maslowski, On The Fragmenting AI Market 1:05:03

7M ago1:05:03

1:05:03

The accelerating growth in the AI market requires different approaches from the hardware side. Cerebras's approach is that size matters and bigger is better: the company's massive wafer chip is the base of its AI intentions. CFO Tony Maslowski discusses the company's core insights and how that positions them to compete in the market. Maslowski, the…

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RAZOR'S EDGE Podcast

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Turn left! 22:39

7M ago22:39

22:39

Desi Savage shares with the KFF family! --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app

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The Razor's Edge

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The Future of Compute: Ampere Computing‘s CPO, Jeff Wittich, On The Data Center Chip Industry 1:05:56

7M ago1:05:56

1:05:56

The semiconductor industry is in a period of transition. Supply chain problems and questions over whether we are now in a secular growth environment; changing leadership as Intel loses ground and Taiwan Semiconductor, Nvidia, and even a new generation of start-ups stake out a claim; and the new demands posed by Artificial Intelligence and its burge…

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RAZOR'S EDGE Podcast

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Where is the fruit! 37:29

7M ago37:29

37:29

On this episode we talk to the family at Kingdom Family fellowship about the evidence of growth and maturity!--- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app

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RAZOR'S EDGE Podcast

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Therapy session@ 53:55

8M ago53:55

53:55

I minister at Kindom family fellowship. Part 1 my testimony part 2 Identity in Christ part 3 take a step purpose --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app

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RAZOR'S EDGE Podcast

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Tomorrow warfare! 1:05:41

8M ago1:05:41

1:05:41

My sister and I discuss out thoughts on the "Tomorrow War"--- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app

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The Razor's Edge

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The Market Misperceptions Around Alibaba, Stitch Fix, And Twitter 1:21:45

8M ago1:21:45

1:21:45

*** Before you listen, there is a The Razor's Edge newsletter now available. Written by Akram's Razor, the Razor's Edge will come out at least twice a month and include ideas, analysis, macro input, and the insights you would expect from this podcast. Check it out at: https://the-razors-edge.ghost.io *** We revisit three The Razor's Edge names from…

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The Razor's Edge

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PagerDuty‘s Present And Future Growth With CFO Howard Wilson 46:06

8M ago46:06

46:06

*** Before you listen, there is a The Razor's Edge newsletter now available. Written by Akram's Razor, the Razor's Edge will come out at least twice a month and include ideas, analysis, macro input, and the insights you would expect from this podcast. Check it out at: https://the-razors-edge.ghost.io *** PagerDuty has been a regular topic on The Ra…

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RAZOR'S EDGE Podcast

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For such a time as this 54:36

9M ago54:36

54:36

Points 👉 1 God speaks to leaders 2 God puts advisors in position 3 God plays the long game 4 Sowers sow 5 doubt your doubts.--- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app

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RAZOR'S EDGE Podcast

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Talk that talk 21:29

9M ago21:29

21:29

Points 👉 1 you are Grown 2 Stop making excuses 3 Use your voice 4 me too!--- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app

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RAZOR'S EDGE Podcast

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Priority 1 32:51

9M ago32:51

32:51

Points: 1. Stop hating on what God gave you. 2. their can only be one priority at a time 3. God wants us to understand. 4 God's love is WAY deeper than you think.--- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app

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The Razor's Edge

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Travel Stocks Like Booking And Boeing Set For Another Take-Off 1:14:33

9M ago1:14:33

1:14:33

The quick hit re-open trade of January/February came and went. The U.S. is facing the delta variant of COVID-19 in full, which has shaken out some of the fast money from the travel sector. And yet... On this week's The Razor's Edge, we talk about why we think, in different ways, that the travel stocks are set up well for this year and beyond. There…

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The Razor's Edge

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Covid-Era Comps Begin: A Look At Netflix's And Twitter's Earnings 1:14:18

10M ago1:14:18

1:14:18

Earnings season this quarter comes with a special kick. It’s the first one lapping full COVID comps, which means we can start to see what the wonky pull forward or shut down year ago will do to company’s reports, and how the market will respond. We focus today on Netflix and Twitter, two of our old standbys. On the one hand, they had opposite quart…

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