Category: The Razor’s Edge

On this week’s The Razor’s Edge, we talk about the bear market. It’s here, it’s real, so now what? Neither Akram nor Daniel are in an apocalyptic mood,…

This week’s episode picks up where last week’s The Razor’s Edge episode left off. We talk the current whipsaw/whiplash macro environment, where a smaller, often over optimistic social…

In part two of our recording this week, we get to Elon Musk and Twitter. Both because how can we not at this point, as the drama continues…

Markets are in turmoil, and we almost busted out the siren. But instead of commemorating the second bear market in the Razor’s Edge’s lifetime, we focused on whether,…

Tech as a sector has been a theme of the Razor’s Edge from the beginning. Tech as a sector to avoid has been a theme of the Razor’s…

We planned to do another episode this week, but on a different tech stock. We did indeed record that episode, but at the same time, with all the…

A lot has happened since we last published a Razor’s Edge episode: the outbreak of war, increased Fed hawkishness, and continued market volatility. We pick up the thread…

Last week was a wild one. Given we’re not in a period of acute crisis, and that the market finished higher on the week, the swings from Wednesday…

Happy New Year! Though this week’s The Razor’s Edge touches on what may not be the happiest start for people investing in software names or tech more generally.…

We pick up this week’s conversation where last week’s (and so many of our past episodes left off) – what about Twitter, at this price, in this economy?…