The 7investing Podcast

It's not a matter of if , it's a matter of when . If you've never been the victim of a cyberattack or a data breach, the chances are that you will be soon. Ranging from simple phishing emails to elaborate and highly-coordinated campaigns to steal government secrets, the severity of cyberattacks all across the globe is intensifying. And the need to for best-in-class security vendors --...

There's been a lot of hype this year about lithium ion battery darling Enovix (Nasdaq: ENVX). The company surged to $24/share in July of this year, only to run out of juice and plunge down into the single digits by November. So was the energy behind Enovix all hype, or was there something more there? 7investing lead advisor Krzysztof Piekarski sits down with MrNotAdvice to see if there's m...

Its been an eventful and an emotional week for everyone at OpenAI. The generative AI pioneer fired its co-founder Sam Altman on Friday. Within 24 hours, its Chairman and top lieutenants had all quit. By the end of the weekend, more than 90% of its employees have threatened to do the same. Now Altman's been hired by Microsoft (Nasdaq: MSFT) and he might take those key employees with him. Meanwh...

“The energy market is $8 trillion and solar is 1% of it today. There will be solar companies with $100 billion market capitalizations in the near future.” – Frank van Mierlo, CEO of CubicPV Innovation alert: Solar PV manufacturing is coming back to America Harnessing solar rays for power generation has the potential to be one of the world’s most important breakthroughs. The sun hits Earth’s atmosp...

In this special one-year anniversary episode, with tears in their eyes, Luke and Krzysztof reflect on the most insightful moments over the past year! These include Luke’s majestic portfolio review, what it means to be a contrarian investor while staying sane, what it means to sell your worry stocks, how to become the one person in your family to achieve wealth via investing, and how to develop a c...

Earlier this week, Compass Point downgraded the shares of  Affirm Holdings  (Nasdaq: AFRM) to sell and issued a price target of $13.00. The downgrade appears to have triggered a short-term selloff of the stock, but should long-term investors be worried? Simon Erickson says the Buy Now, Pay Later leader could still be a "Buy Now, Profit Later" for investors. In today's podcast, he bre...

Did the recent reaction to ASML's sudden drop in bookings create a potential treat for investors? Or is the lithography giant really about to give up the ghost? We unearth some data that could be crucial to long-term investors as they decide whether or not to add ASML to their bags this quarter. We're also putting a little something extra in your jack-o-lanterns this week. Subscribers who...

NextEra is North America’s largest electric utility. It generates 58 GW of power every year and distributes it to 13 million people through its Florida Power & Light (FP&L) company in Florida. At a recent stock price of $54, it has a market capitalization of $110 billion. That puts it squarely in the “boring, mega-cap utility” sector of an investor’s portfolio allocation bucket. Yet there’...

One of the technologies that got a lot of attention at ClimateTech is  small modular reactors . These mini-nuclear power plants are still largely in development — but they would provide reliable, emission-free power that could be dispatched on a 24-hour basis wherever it is needed. Nuclear today accounts for around 20% of America’s overall power supply. There are 54 total nuclear power plants in 2...

Last week, Simon Erickson attended MIT’s ClimateTech 2023 conference. It was outstanding; full of positive energy from a room full of technical folk who were ready to make a global impact. In this week's podcast, Simon sits down with JT Street from the 7investing marketing team to go over the highlights of the conference, and what they mean for long-term investors. 7investing subscribers can r...

The tech world moves fast, and it requires companies to constantly be innovating in order to keep up. Investors, too, should always be looking forward when it comes to new trends that are re-shaping the tech landscape. Tiernan Ray is one of the technology industry’s best reporters. He’s covered the tech space for more than two decades – from the early days of the internet and the dotcom boom to th...

In Episode 25, Luke and Krzysztof compare Nvidia (NVDA) to the days of the early internet and debate whether we are in a new bubble. Was Zoom as an investment during COVID an obvious bubble or is that just hindsight bias? How do the China-Taiwan geopolitics factor into Nvidia’s valuation? We elaborate on the framework behind selling SentinelOne (Ticker: S) and encourage investors to reflect on the...

There are thousands of publicly-traded companies for investors to choose from on any given day. What's the best way to evaluate them -- and to separate the cream from the crop? 7investing CEO Simon Erickson recently interviewed Flyover Stocks' founder Todd Wenning. Todd has spent two decades in the investing industry -- representing the buy-side with Ensemble Capital, the sell-side with Mo...

In No Limit episode 24, Luke waxes macro on the Chinese economy while Krzysztof re-enacts the invasion of Agincourt. The pair also discuss Eos Energy's latest developments as well the virtues of price to sales ratios and other common investing metrics.

The music industry is innovating, and it's making billionaires out of those who grace the global stage. Larger-than-life personalities -- from Jay-Z and Kayne to Beyonce and T-Swift -- are not only selling out shows, but are now reaching their fans in entirely new ways. Digital streaming, generative AI, and NFTs are all helping to turn the music industry's amps up to "11." Behind...

There's certainly no shortage of news and headlines about the American economy these days. This morning's announcement of 3.2% inflation in July is sending stocks higher across-the-boards. Investors are excited that the Fed's aggressive rate hikes from the past eighteen months may finally be showing signs of getting inflation back in-check. If the Fed were to see the progress it needs...

For those new to investing, the stock market might seem like a huge, complex, and intimidating place. What's the best way to get started? The Investing for Beginners podcast aims to simplify the language of money. Its mission is to better understand what's going on in the market, to help individual compound money over time. In today's podcast conversation, 7investing CEO Simon Erickson...

Episode 23 of No Limit features Luke putting on his science superconductor nerd glasses and dreaming about a magnificent future, going over the fundamentals of why the LK-99 phenomenon has gripped the world’s imagination. But he also displays the qualities that high level investors need to cultivate: a skeptical framework and a measured approach to too-good-to-be-true claims. Krzysztof meanwhile b...

Climate change has been a hot topic for several decades (and yes, pun intended). But are companies and their investors taking it as seriously as they should be? There's a possibility that corporations, investors, banks, and insurers haven't sufficiently been addressing the climate-related risks that lurk within their balance sheets and business models. That goes firstly for physical risks....

Hold onto your cannolis! It's another globe-trotting episode of No Limit with Krzysztof & Luke! In this episode, we check in on Krzysztof's adventures in Sicily, discuss the value of getting rich slowly, and some of the basic principles of financial education, including what steps you need to take before becoming an investor.

For risk-tolerant investors who love a good thrill, there are few industries more exciting than biotechnology. He Jiankui shocked the world in 2018 by announcing he'd genetically modified twins born in China. Two years later, Jennifer Doudna and Emmanuelle Charpentier shared the Nobel prize for developing CRISPR, and a globally-coordinated effort was embracing Moderna's innovative new mRNA...

Welcome to our 7investing  Growth vs Income Summer Stock Challenge !  We are on a quest to find the best current stock opportunity for investors. All month, we’re pairing popular “growth” and “income” stocks up in head-to-head matchups — to ultimately determine which stock will provide the greatest upcoming five-year return. In this “ Income Style, Round 1, Matchup 3 ” bracket, our #4 ranked defen...

Intel is one of investing's "battleground stocks." Some investors love it, believing the return of Pat Gelsinger to the helm will reinvigorate the company's growth and capitalize on the datacenter and AI. Others believe Intel is too far behind other chipmakers like NVIDIA or other foundries like Taiwan Semiconductor to ever regain its former glory. One thing is for sure though: I...

Welcome to our 7investing  Growth vs Income Summer Stock Challenge !  We are on a quest to find the best current stock opportunity for investors. In this “ Income Style, Round 1, Matchup 2 ” bracket, our #3 ranked mega health insurer  UnitedHealth Group  (NYSE: UNH) is paired up against #6-ranked exchange operator  CME Group  (Nasdaq: CME). Both of these companies serve hundreds of millions of peo...

Welcome to our 7investing  Growth vs Income Summer Stock Challenge !  We are on a quest to find the best current stock opportunity for investors. All month, we’re pairing popular “growth” and “income” stocks up in head-to-head matchups — to ultimately determine which stock will provide the greatest upcoming five-year return. We’ve included voting polls within this article:  please help us determin...