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Industry Focus

Tech: The Industry Powering the Digital Revolution

Industry Focus

The Motley Fool

Interview, Money, Consumergoods, Business, Businessnews, Ceo, Technology, Investing, Stocks, Energy, Fool, Financial, Economy, Healthcare, News, Banking, Motley, Tech, Business News, Investments

4.6854 Ratings

🗓️ 4 June 2021

⏱️ 33 minutes

🧾️ Download transcript

Summary

Analysts Jason Hall and John Rotonti guest host this episode on the semiconductor industry.

Listen in for a breakdown of how semiconductors are made, the major players throughout the value chain, and the most investable ideas in the space.

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Transcript

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0:00.0

Welcome to Industry Focus. The Podcast that dives into a different sector of the stock market each day.

0:11.0

I'm your host Emily Flippin. I'm Jason Moser. I'm Nick Seyple. I'm Dylan Lewis. And today

0:16.0

we're talking financials. Today we're talking consumer goods. Wild Card Wednesday.

0:20.4

And we're talking energy. And today we're talking tech. Let's dive in.

0:27.3

It's Friday April 4th and we're talking about the industry powering the digital revolution.

0:32.4

I'm your host, Bill Lewis and you're actually not going to

0:35.1

be hearing much for me today. We put out a lot of content here at the Fool and every

0:39.7

now and then I'll hear a conversation and think this is darn good. We've got to get this in front of as many people as possible.

0:47.0

On today's show, we're going to be airing a conversation between analyst John Rataanti and Jason Hall, breaking down the semiconductor industry.

0:56.2

It originated in our Discovery Now Premium Live and then later made its way into Motley

1:00.9

Fool Live, our US member live stream.

1:03.9

It's a fantastic overview of the industry, the shortage that's been collecting headlines, and

1:09.2

why this space is full of so many stellar businesses.

1:13.0

Think of it as a little sneak peek for non-members

1:15.5

and a reminder for all of our members

1:17.5

that there are some awesome conversations happening

1:19.7

over at live.fool.com.

1:22.3

Without any further ado, enjoy. So before we talk about our show today,

1:26.9

which is going to be focused on the semiconductor industry and what's going on there,

1:30.9

I think it'd be great if you could just spend a couple minutes talking about what you do for the fool and what you enjoy the most about the things that you do.

1:38.0

Thank you, Jason. Yes, so I'm a senior analyst. I've been at the full for seven years now and I'm the head of investor

1:46.6

training and development. In that role I teach a lot of classes to our new

...

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