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コンテンツは Perch Perspectives LLC によって提供されます。エピソード、グラフィック、ポッドキャストの説明を含むすべてのポッドキャスト コンテンツは、Perch Perspectives LLC またはそのポッドキャスト プラットフォーム パートナーによって直接アップロードされ、提供されます。誰かがあなたの著作権で保護された作品をあなたの許可なく使用していると思われる場合は、ここで概説されているプロセスに従うことができますhttps://ja.player.fm/legal。
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25: A $GME (GameStop) Retrospective +The Geopolitics of AI and Semiconductors
Manage episode 285027828 series 2778834
コンテンツは Perch Perspectives LLC によって提供されます。エピソード、グラフィック、ポッドキャストの説明を含むすべてのポッドキャスト コンテンツは、Perch Perspectives LLC またはそのポッドキャスト プラットフォーム パートナーによって直接アップロードされ、提供されます。誰かがあなたの著作権で保護された作品をあなたの許可なく使用していると思われる場合は、ここで概説されているプロセスに従うことができますhttps://ja.player.fm/legal。
In this episode, Jacob speaks with Chris Seifel. He founded Seifel Capital after a career investing in private markets, and brings a private equity approach to public markets. The reflect on GameStop’s short selling, the geopolitics of AI and Semiconductors. Jump to a section of their conversation using these timestamps:
00:00 Intro
01:56 What’s the deal with Gamestop stock?
14:46 How Information affects markets- How the $GME rollercoaster has changed things
39:35 The Geopolitics of AI
53:19 The Geopolitics of Semiconductors
01:08:41 Over-Unders
01:15:24 Outro (LIKE, SUBSCRIBE AND LEAVE US A RATING!)
Read Seifel Capital’s newsletter, penned by Chris, here
Subscribe to the podcast so you don't miss any new episodes! We put out new episodes every other Monday
Questions? Reach out at: info@perchperspectives.com
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Manage episode 285027828 series 2778834
コンテンツは Perch Perspectives LLC によって提供されます。エピソード、グラフィック、ポッドキャストの説明を含むすべてのポッドキャスト コンテンツは、Perch Perspectives LLC またはそのポッドキャスト プラットフォーム パートナーによって直接アップロードされ、提供されます。誰かがあなたの著作権で保護された作品をあなたの許可なく使用していると思われる場合は、ここで概説されているプロセスに従うことができますhttps://ja.player.fm/legal。
In this episode, Jacob speaks with Chris Seifel. He founded Seifel Capital after a career investing in private markets, and brings a private equity approach to public markets. The reflect on GameStop’s short selling, the geopolitics of AI and Semiconductors. Jump to a section of their conversation using these timestamps:
00:00 Intro
01:56 What’s the deal with Gamestop stock?
14:46 How Information affects markets- How the $GME rollercoaster has changed things
39:35 The Geopolitics of AI
53:19 The Geopolitics of Semiconductors
01:08:41 Over-Unders
01:15:24 Outro (LIKE, SUBSCRIBE AND LEAVE US A RATING!)
Read Seifel Capital’s newsletter, penned by Chris, here
Subscribe to the podcast so you don't miss any new episodes! We put out new episodes every other Monday
Questions? Reach out at: info@perchperspectives.com
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The Perch Pod with Jacob Shapiroに似ているもの
KQED's statewide radio news program, providing daily coverage of issues, trends, and public policy decisions affecting California and its diverse population.
…
continue reading
The original European current affairs podcast from Germany’s international broadcaster. Bringing you expert analysis and on-the ground reporting from the European capitals and beyond. Join host Kate Laycock and DW’s network of seasoned correspondents for your weekly dose of euro-politics and culture. Published every Thursday.
…
continue reading
Tough decisions rattle us all to the core. But for our guests on One Decision— the choices they are up against can also shape history. No pressure! They take us through all of their doubts, emotions and—sometimes unexpected--consequences. A fresh take on foreign policy. Hear the former head of Mi6, Sir Richard Dearlove alongside international journalists as they analyse, interview, and discuss.
…
continue reading
Guardian political columnist John Harris hosts a cast of voices from up and down the country as well as across the political spectrum to analyse the week’s political news. For US Politics with Guardian columnist Jonathan Freedland, make sure to search 'Politics Weekly America' wherever you get your podcasts
…
continue reading
As the United States confronts an ever-changing set of international challenges, our foreign policy leaders continue to offer the same old answers. But what are the alternatives? In None Of The Above, the Eurasia Group Institute for Global Affairs' Mark Hannah asks leading global thinkers for new answers and new ideas to guide an America increasingly adrift in the world. www.noneoftheabovepodcast.org
…
continue reading
Every Monday, the libertarian editors of the magazine of “Free Minds and Free Markets”—Matt Welch, Nick Gillespie, Katherine Mangu-Ward, and Peter Suderman—discuss and debate the week’s biggest stories and what fresh hell awaits us all.
…
continue reading
The 538 team covers the latest in politics, tracking the issues and "game-changers" every week.
…
continue reading
Join Larry Mantle weekdays for lively and in-depth discussions of Los Angeles and Southern California news, politics, science, entertainment, the arts and more. More AirTalk at www.kpcc.org.
…
continue reading
The Young Turks is Home of The Progressives. Cenk Uygur, Ana Kasparian and a host of progressive voices deliver the news and provocative commentary. Whether you are seeking a breakdown of current events, politics and the mainstream media or just a quick laugh, the TYT daily podcast will always keep you informed and entertained.
…
continue reading
Welcome to Crimetown, a series produced by Marc Smerling and Zac Stuart-Pontier in partnership with Gimlet Media. Each season, we investigate the culture of crime in a different city. In Season 2, Crimetown heads to the heart of the Rust Belt: Detroit, Michigan. From its heyday as Motor City to its rebirth as the Brooklyn of the Midwest, Detroit’s history reflects a series of issues that strike at the heart of American identity: race, poverty, policing, loss of industry, the war on drugs, an ...
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continue reading
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