Cele mai bune Razors podcast-uri (2024)

1
RNR Halloween 2024 2:42:00

27d ago2:42:00

2:42:00

We Discuss New Horror Films, Horror News, What's Going on with Co Host Derek Young's Projects, Review Madman, and have two interviews with indie filmmakers Colin Bressler and John Kerecz. Don't Forget Family Property 2 More Blood is coming to Amazon Prime.

1
China Stocks and Boeing, And Whether To Venture Into Troubled Waters 1:17:30

10M ago1:17:30

1:17:30

Our second podcast of this week and 2024 covers companies not priced for perfection, but that instead have struggled. We start with China stocks, and the question of whether China is uninvestible. We go into Akram's July 2023 Alibaba trade views and how that was also an investment thesis. We also talk about the connected nature of global economics …

1
Semiconductors: The Hottest Commodity On Earth (Or At Least Trading Like It) 1:08:48

10M ago1:08:48

1:08:48

The chip sector has been Hansel-level hot to start 2024. AMD and Nvidia have jumped 14% and 21% respectively in 2024, the SOXX ETF is up 8% in the last week, and the AI theme of 2023 is still driving things to start 2024. What does this say about the sector, and why is it like being a favorite to win the Super Bowl? We discuss the excitement, the b…

1
2023’s Big Finish: Where do we Stand? Is this another 2021? What makes sense? 1:00:02

11M ago1:00:02

1:00:02

Hey! We're back! It's been a while, but with 2023 finishing in such a one-direction flourish, we wanted to pick up the mic again. Akram and Daniel talk about what to make of the market's triumphal 2023. We cover the overall vibes in the market, but also get into the weeds on stocks like Nvidia, Micron, Docusign, Zoom, and even Alteryx and Roku, as …

1
Racks and Razors With Jason Brooks 1:20:07

1+ y ago1:20:07

1:20:07

Join us a at Racks and Razors Radio as we give you the horror news, review Scream 6, and interview indie horror film maker and actor Jason Brooks!

1
The AI Rally: Sorting out Heft from Hype 1:07:54

1+ y ago1:07:54

1:07:54

It's been a while since we've posted a Razor's Edge episode, and a lot has happened! A whole banking crisis came and went and apparently is all resolved (?). More relevant to the sort of things we talk about, the Nasdaq has returned to full bull market mode, powered by the excitement around generative AI, as best embodied by Nvidia's smashing earni…

1
The 2023 Market’s Squeezy, Trashy, Inevitable Start to the Year 1:07:29

2y ago1:07:29

1:07:29

It’s been a funky start to the year, as a dash for trash rally has extended into a not as bad as expected earnings rally, and now it’s easy to be wrongfooted. We dive into this market, including how markets don't go straight to zero, no matter what December felt like; how recessions take a long time to play out; what we can learn from moves in Twil…

1
Racks and Razors Dee Wallace Christmas Special 1:20:54

2y ago1:20:54

1:20:54

For this episode we review Halloween Ends. Then comes a great interview for a Christmas Special with the Legendary Dee Wallace. Merry Christmas to all from Racks and Razors Radio.

1
RacksNRazors Interviews Bill Oberst Jr and reviews 3 From Hell 1:49:21

2y ago1:49:21

1:49:21

We also have two great songs from the band Letter To Sam. The interview with Bill Oberst Jr. will teach upcoming actors and actresses a few tricks and will let fans see what makes Bill tick!

1
Docusign, Zoom, MongoDB, and the SaaS Circle of Life 46:39

2y ago46:39

46:39

On this week's The Razor's Edge, we talk about software as a service and how the market seems to repeat the same patterns over and over. Those patterns include: Taking the last three months and the next three months and extrapolating far into the future Ignoring valuation until it's too late to ignore valuation Searching for silver bullet explanati…

1
Compound248 on Twitter’s New Era and the SBF/FTX Meltdown 1:42:47

2y ago1:42:47

1:42:47

All-star guest Compound248 joins us to follow up on a wild week in the markets. We talk Elon Musk’s high volume start as owner of Twitter and the SBF, FTX, crypto crisis. Akram's Razor and Compound go back and forth on the import for the cryptosphere, why Elon and team could have taken easier shots on goal, and break down what breaking the buck mea…

1
what time is it now! 22:16

2y ago22:16

22:16

We are about to enter a season of Focus!!! Are you ready? If not, then here are some tips! 1. write it down 2. be accountable 3. Don't let fear stop you 4. have Faith! i am so excited to see how your life changes in the next 12 months!! Welcome to the edge folks, Lets get sharp!

1
Meta’s Crash And Tricky Position, and the Slowing of AWS and Public Cloud Growth 1:39:32

2y ago1:39:32

1:39:32

Last week was a big week in tech, so we’re back with an episode on two of the biggest stories. First, (2:40 minute mark) we break down Meta Platforms’ bummer of an earnings result and why it shouldn’t have been so surprising. What choice does Zuck have and where is the business heading? We then (57:00) get into Amazon and AWS’s disappointing quarte…

1
Racks and Razors 2022 Halloween Special 2:28:24

2y ago2:28:24

2:28:24

On this episode we celebrate Halloween in 2022. We have a packed 2 and half hr show with interviews with Jim Wynorski and Jason Paul Collum. We review Halloween Kills and talk the month of Halloween 2022 with some killer music as well. Come joinn us as we celebrate.

1
Fear monster 40:04

2y ago40:04

40:04

This episode we talk about Fear!! And the need to overcome it and move forward!!

1
Racks and Razors is back with Reggie and Gigi Bannister from the Phantasm franchise! 2:00:38

2y ago2:00:38

2:00:38

Join as we discuss with Reggie and Gigi Bannister about their careeers. We also discuss some news in the horror film world and review the new Scream!

1
Destiny 1 eight 41:53

2y ago41:53

41:53

8 days after the "Destiny 1 eight" ministry event I get to share my thoughts on how it went down. it was great!

1
The Latest SaaS Turns: Okta, MDB, Veeva, and Twilio and the Challenges for SaaS 2.0 1:10:07

2y ago1:10:07

1:10:07

Q2 earnings season has delivered many surprises on the one hand and continuations of trends on the other hand. For SaaS companies, that has meant continued drifting. Last week, Okta, MDB, and Veeva reported, and we break down each of those companies on this week's the Razor's Edge (you can also read Akram's take here). We get into the challenges ea…

1
Where are you PART 2 "it is what it is" 27:02

2y ago27:02

27:02

On this episode we gain understanding of the people we allow into our lives. Also on this episode I leave thr final thought to some of the members of Kingdom family fellowship

1
"where are you" 21:42

2+ y ago21:42

21:42

this week we talk about our environment!

1
Roku’s Wipeout and whether the Black Box will Open 1:13:02

2+ y ago1:13:02

1:13:02

Roku's dud of a quarter echoed both Snap's report from the week earlier and the start of the pandemic as the sudden advertising slowdown hit them as well. The issues with Roku go beyond the quarter, starting primarily with how much harder it is to understand the details of their business. Will this quarter force a change? And what else does the adv…

1
Twitter Trial Breakdown 1:44:54

2+ y ago1:44:54

1:44:54

It’s all happening: Elon Musk filed to terminate his deal to buy Twitter, Twitter sued him for specific performance, and now the trials begin. Today, not a trial actually but a hearing to see whether the trial should take place on Twitter’s requested timeline, in September, or Musk’s requested timeline, in February. Still, the two sides are startin…

1
The Bear Market Is Here: What Next? 58:53

2+ y ago58:53

58:53

On this week’s The Razor’s Edge, we talk about the bear market. It’s here, it’s real, so now what? Neither Akram nor Daniel are in an apocalyptic mood, so we explain why we’re not, what green shoots there are on the supply side, what risks there are on the demand side, how this echoes 2020 (or not), how much crypto contagion worries us, and why it’…

1
Press toward the mark! W/ Rebecca Savage 39:48

2+ y ago39:48

39:48

My sister Rebecca shares with the KFF family!

1
The 2022 Whipsaw Market and the Hedgehog: Retail Stocks, Tech, and More 1:12:09

2+ y ago1:12:09

1:12:09

This week's episode picks up where last week's The Razor's Edge episode left off. We talk the current whipsaw/whiplash macro environment, where a smaller, often over optimistic social media company can trigger a panic, and then news that is no worse than expected can fire up a bear market rally. We discuss tech stocks, retail stocks, and whether it…

1
The Twitter Endgame, Again: Logic & Legality 1:07:38

2+ y ago1:07:38

1:07:38

In part two of our recording this week, we get to Elon Musk and Twitter. Both because how can we not at this point, as the drama continues to unfurl, and also because Akram makes the case for this as a good merger arb play given the strength of contract law. We talk about whether Musk can work his way out of this and why Akram thinks he can’t, and …

1
Growth Stocks Approaching a Bottom? 1:07:54

2+ y 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…

1
Faith, Trust,and Obedience w/Desi Savage 25:03

2+ y ago25:03

25:03

My wife Desi shares with the KFF Family!

1
The Changing Story At Juniper, A Rare 2022 Tech Winner 45:10

2+ y 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…

1
"5 money mistakes that are costing you a fortune" w/ Lateisha Johnson 58:14

2+ y ago58:14

58:14

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

1
Twitter’s Endgame 46:05

2+ y 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…

1
Slow night stories 24:25

2+ y ago24:25

24:25

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

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

2+ y 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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