Episode 128: Chip Stock Crash! Why? Time to B...

In 2000, venture capitalists funded 200 semiconductor companies. By 2015, that number had fallen to single digits. The cost of designing a chip went from $33 million in the late 1990s to over $200 million today, and it takes four or more years to complete. There are not enough en ...  Show more

Over a year ago, CSI did a three-part deep dive on co-packaged optics after Nvidia dedicated an entire segment of its GTC keynote to the technology — naming Lumentum and Coherent as the primary beneficiaries. The analysis was right. They did not buy.That mistake is now worth talk ...  Show more

On today’s episode, Clay wraps up his review of Gautam Baid’s book, The Joys of Compounding. Today’s episode is part 5 and the final episode of our review of this incredible book. This episode is jam packed with investing wisdom that you won’t want to miss. Gautam Baid is the Ma ...  Show more

To be successful in investing, you just want to make sure you don’t make a few mistakes that most investors make. The biggest mistake is not knowing what you are doing when it comes to investing. It's like investing in stocks that you don’t understand because you’re afraid of FOM ...  Show more

My guest today is Erik Serrano. Erik is the CEO of Stable Asset Management, which he started 14 years ago in his early 20s and has scaled to over $3 billion in AUM. Unusually, Stable’s strategy focuses on other investing firms. They look to back the Blackstone's of tomorrow and p ...  Show more

Michael Green has some fascinating insights surrounding passive investing and the systematic risk it potentially poses to the overall market. Michael is a professional investor who has multiple decades managing tens of billions of dollars. Michael is the former portfolio manager ...  Show more