The 7investing Podcast

 In 2022, the broader economy was still recovering from its COVID hangover, the U.S. experienced its highest inflation levels in decades, the Fed raised rates rapidly, and geopolitical concerns involving Russia and China raised their ugly heads. With these headlines, it is easy to see why investors would be discouraged and think picking stocks is futile. Chadd Garcia, the Ave Maria Focused Fu...

Episode 7 of No Limit has that festive holiday cheer you know you  want  need right now! Delight in learning that Luke’s experiment with cold showers and cold therapy took an unpleasant turn, but there’s a clear and important lesson to glean from his whelps of pain. Thawing off, we discuss whether politics and business are like oil and water, or whether there’s sometimes some necessary o...

We often need to remind ourselves that "international investing" doesn't just mean replicating things that worked in one country and translating them into another. Countries all have their unique peculiarities. Some, like our domestic U-S-of-A, enjoy watching baseball, eating hot dogs, and shooting off fireworks for the Fourth of July. For others, like our beloved neighbor to the North, it's more...

In episode 6, Luke talks about self-experimentation and vows to take cold showers for two weeks to improve his mental acuity; we discuss the FTX saga and whether there’s psychopathy involved, or whether SBF was just a really good poker player; Coinbase as in investment: insane or visionary given the crypto detritus? Krzysztof meanwhile displays his unapologetic nerd tendencies by talking way too m...

Sustainability is overlooked by the market. Sustainable companies are undervalued most of the time. The financial headlines have done a great job of continually reminding us what a crazy year 2022 has been. It feels like every news show, podcast, and article has been quick to point out the calamity being caused by uncontrollable inflation and the financial chaos that will accompany an upcoming rec...

For the third time in recent months, 7investing lead advisors Anirban Mahanti and Matthew Cochrane were joined by Alex Morris, the creator of the TSOH Investment Research Service, to look at seven former market darlings that have taken severe dives from their former heights. Their mission? To determine whether these companies were permanently wrecked or due for a rebound. The S&P 500 index is...

On episode 5 of No Limit, Krzysztof won’t let politics stand in the way of a good discussion about twitter’s glorious, bot-less future and what it means for the tech industry while Luke finds a way to make “super-followers” really work in your favor. We get an update on Luke’s “worry” stocks and how it feels to sell at a big loss without looking back in anger. Krzysztof and Luke also come incendia...

Twilio (NYSE: TWLO) wants to become the world’s leading customer engagement platform. Its cloud-based communications software was initially created to help businesses to embed SMS/text messaging within their Smartphone apps to communicate with customers. Businesses like Lyft (Nasdaq: LYFT), Airbnb (Nasdaq: ABNB), and eBay (Nasdaq: EBAY) -- who were constantly interacting with customers via texts -...

In which Luke is concerned that Krzysztof became too rambunctious for his own good, banging on things and making a wild ruckus! Can you blame him, though, when Luke confessed he has a “worry” category in his portfolio? What happens next is a *must listen*!   Also discussed feverishly: Being pot-committed in poker and stock-committed in the market; Pokemon drag-shows; TikTok - why it terrifies...

Digital transformation isn't just a buzzword, it is a reality. And cloud computing is the chief protagonist of this game. Are we still in the early innings of the cloud computing journey? What impacts are the current macroeconomic headwinds having on this sector? 7investing Lead Advisors Matthew Cochrane and Anirban Mahanti consider these and other related questions in this podcast. Cochrane and M...

This earnings season has been a terrifying time for Big Tech.   Google (NASDAQ: GOOGL), NVIDIA  (NASDAQ: NVDA), and  Amazon (NASDAQ: AMZN) are all facing significant organizational challenges while also facing constant pressure from the market to be more efficient. What are these Big Tech executives to do?  Some CEO's and CFO's are making difficult decisions about which growth...

Both Meta Platforms (NASDAQ:META) and Alphabet (NASDAQ:GOOG)(NASDAQ:GOOGL) shareholders have experienced a rough year. Shares of the social media giant have tumbled more than 70% year-to-date, while the online search engine has seen shares drop more than 40%. These results were only exacerbated when the companies reported their third-quarter earnings. 7investing lead advisors Anirban Mahanti and M...

In only two weeks since the last episode, Luke lost a prime minister, gained a prime minister, and found AI help writing exquisite poetry and doing research about American Depository Receipts.    Meanwhile, Krzysztof got married (!!!!), danced the tango, and began seeing Apple Inc. in a new, villainous light with respect to the Metaverse. We also banter about Tesla’s AI day, and Luke’s r...

Episode 2, in which we discuss episode 1's beaming reviews and why we changed the name from Investing with Two Honest Poker Players to No Limit with Krzystztof and Luke. Hint: polygraph tests were involved. We also talked about how marriage might change Krzysztof’s investing framework, Luke’s self-analysis of his skills as a husband, the recent wave of cheating in poker, chess, life and in the sto...

The semiconductor industry has been abuzz this past year. We've seen the market get pumped up about how custom chips will be needed to power AI, and that boosted chip stock valuations during early 2021. Yet we've also seen that optimism fade in recent months, as many chipmakers are cutting their forecasts and reporting weaker customer demand. We already know the semiconductor industry is cyclical,...

Stocks have been selling off...so it time to go buying? The market's recent volatility has sent several institutions fleeing to safety -- replacing higher-risk equities for more defensive alternatives. As individual investors, should we follow suit? Should we similarly look for more stable, less-volatile stocks that will provide a smoother ride in a turbulent macro? Or is now the time to buy riski...

What happens when two poker-playing veteran investors discuss all things loosely related to the stock market? Luke Hallard and Krzysztof Piekarski wanted to record a podcast about the most interesting ideas and happenings in the world of investing. In this introductory episode, we talk about running with our favorite podcasts, being an optimist, Zen, stoicism and the difference between the three;...

The world's largest tech companies are driving forward with important new projects. And they're obsessive about designing custom chips to make them happen. We see examples of this in products that we use every day. Amazon (Nasdaq: AMZN) has designed its own chip so that Alexa can understand the questions you're asking and then respond with accurate answers. Meta Platforms (Nasdaq: META) has design...

Most of us don't need any more reminders that 2022 has been a rough year for us as investors. But more intriguingly, would it have been possible to see the downturn? For years, researchers and analysts have looked to predictive indicators as a way to foresee broader market selloffs in advance. While the market does often exhibit cyclical behavior, it's hard to say that history perfectly repeats it...

Upstart Holdings (Nasdaq: UPST) has given investors quite a wild ride during these past two years. The consumer loan tech platform went public in December 2020 at $20 per share and immediately skyrocketed twenty-fold to $400 per share within its very first year in the public markets! Yet concerns about how lending might be impacted by a challenging macroeconomic environment have sent shares back d...

Snap, Inc  (NYSE: SNAP) has been snapping lately. And we don't mean that in the good way of making music with your fingers -- but rather that it's showing serious signs of breaking as a business. Snap reported slowing growth and disappointing guidance in its recent third quarter report , which prompted a rather significant restructuring of the entire company. CEO Evan Spiegel announced Snap w...

Retailers felt the pinch from myriad directions this year, from inflation taking a bite out of consumer wallets and supply chain constraints to rapidly changing consumer spending habits. Many stocks have taken a hit through this turmoil, even as they've navigated these tricky waters reasonably well. Joining 7investing lead advisor Matthew Cochrane to discuss how some of the largest and best operat...

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 and publishing a monthly Collision Course conversation,...

There's big money to be make in drug development. But is that necessarily a good thing?   Pharmaceutical companies capitalize on years of R&D work with exclusive patents. Approved drugs typically commercialize in developed markets that can support higher pricing through mature insurance reimbursement networks.   Yet serious diseases don't only occur in the developed world. Billions o...

Earlier this summer, 7investing lead advisors Anirban Mahanti and Matthew Cochrane were joined by Alex Morris, the creator of the TSOH Investment Research Service, to look at seven former market darlings that had fallen from their heights to determine whether these companies were permanently wrecked or due for a rebound. While the market has rallied from its lows, the S&P 500 index is still in...