The Razor’s Edge

Shortman Studios

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About

The Razor’s Edge is an investing podcast that combines a prop trader’s viewpoint and deep-dive fundamental research to provide a unique take on the markets. The show is co-hosted by Akram’s Razor, a trader and investor with decades of experience and a track record of truly differentiated ideas and analysis, and by Daniel Shvartsman, an individual investor for the past decade who saw thousands of investing pitches and ideas and how they played out during his previous time at Seeking Alpha. The duo start with a theme or idea from Akram’s investing, then break it down to under...

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Recent episodes

  • Dark Fiber vs. Dark GPUs and AI CapexNov 17, 2025 · 1 hr 32 min
  • China Stocks and Boeing, And Whether To Venture Into Troubled WatersJan 25, 2024 · 1 hr 18 min
  • Semiconductors: The Hottest Commodity On Earth (Or At Least Trading Like It)Jan 23, 2024 · 1 hr 9 min
  • 2023’s Big Finish: Where do we Stand? Is this another 2021? What makes sense?Dec 20, 2023 · 1 hr 0 min
  • The AI Rally: Sorting out Heft from HypeJun 5, 2023 · 1 hr 8 min
  • The 2023 Market’s Squeezy, Trashy, Inevitable Start to the YearFeb 21, 2023 · 1 hr 7 min
  • Docusign, Zoom, MongoDB, and the SaaS Circle of LifeDec 13, 2022 · 47 min
  • Compound248 on Twitter’s New Era and the SBF/FTX MeltdownNov 15, 2022 · 1 hr 43 min
  • Meta’s Crash And Tricky Position, and the Slowing of AWS and Public Cloud GrowthNov 1, 2022 · 1 hr 40 min
  • The Latest SaaS Turns: Okta, MDB, Veeva, and Twilio and the Challenges for SaaS 2.0Sep 6, 2022 · 1 hr 10 min

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