MI Rewind: Investing in China, Emerging Industries, and Affirm Deep Dive w/ Simon Erickson
The Intrinsic Value Podcast - The Investor’s Podcast Network
The Investor's Podcast Network
4.6 • 592 Ratings
🗓️ 13 January 2023
⏱️ 67 minutes
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Summary
Transcript
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| 0:00.0 | You're listening to TIP. On today's show, we've started to reshare some older episodes that are my |
| 0:06.8 | favorite for a few reasons. One, we get a bunch of new listeners each week, so the new listeners |
| 0:12.8 | may not have heard this episode before. Two, even if you've been listening for a while, you may |
| 0:18.6 | have missed this episode when it originally came out. |
| 0:21.5 | Or three, even if you've heard it before, it can be a great episode to learn from again. |
| 0:26.9 | If you've already heard this episode or you're not interested in hearing it, feel free to just skip it. |
| 0:31.2 | There's no harm in that, and you can pick up with our new episodes next week. |
| 0:35.4 | All right, guys, that's all I had for you for this new intro. Everything |
| 0:39.1 | going forward is going to be from the original show. Hope you guys enjoy it. On today's show, |
| 0:47.9 | Robert and I sit down to chat with Simon Erickson about Reddit and the Wall Street Vets |
| 0:52.2 | movement. What is happening in China with the |
| 0:54.5 | crackdown on tech companies? What's going on in the semiconductor industry and why it's important, |
| 1:00.1 | as well as other emerging industries? We wrapped up the show by chatting about firms, |
| 1:04.9 | business model, competitive advantages, and their brilliant CEO, Max Levchen. |
| 1:10.8 | Simon Erickson is the founder and CEO of Seven Investing and a former lead advisor at the Motley Fool. |
| 1:17.0 | Simon's team at Seven Investing has seven advisors searching for the very best opportunities in the stock market, and his team has a tenure track record of investing success. |
| 1:27.5 | They're constantly researching the important trends that are changing entire industries. |
| 1:32.5 | So Simon is very well-versed when it comes to disruption. |
| 1:36.3 | I hope you enjoy this episode with Simon as much as Robert and I did. |
| 1:39.8 | Without further delay, let's dive right into this week's episode with Simon Erickson. |
| 1:45.8 | You're listening to Millennial Investing by the Investors Podcast Network, |
| 1:50.0 | where your hosts, Robert Leonard and Clay Fink, interview successful entrepreneurs, business leaders and investors to help educate and inspire the millennial generation. |
... |
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