

The 7investing Podcast
7investing
Welcome to 7investing.com. Our mission is to empower you to invest in your future. This podcast brings our market-based experts together to discuss our investing process and important news. Once a month, we will also feature interviews with some of the best minds in business and investing. Check out 7investing.com to find more of our free content and premium monthly stock recommendations.
Episodes
Mentioned books

May 5, 2022 • 25min
Just Keep Buying With Nick Maggiulli
Our financial world is getting complex, and there are a lot of challenging questions now facing investors:
"The S&P 500's going through a really sharp selloff. How should I invest in the middle of a bear market?"
"Inflation just hit a 40-year high. What will this mean for the stock market?"
"The Fed just raised interest rates and the yield curve recently inverted. What does that mean for the economy?"
"How should I think about Bitcoin, stock valuations, "sector rotation", funding my retirement, or [insert your favorite recent financial media news headline here]?"
These are important questions and there are a lot of moving pieces. But perhaps the most straightforward and logical answer is to just keep buying.
That's exactly the title and the key takeaway from Nick Maggiulli's recent book. As Chief Operating Officer of Ritholtz Wealth Management, Nick has taken an evidence-based approach to saving money and compounding wealth over time.
In an exclusive interview with 7investing founder and CEO Simon Erickson, Nick describes the important concepts he introduces in his book. He explains how investors can maximize returns over long periods of time, especially by tuning out market multiples or macroeconomic news. Nick elaborates on why people should be investors, how a person's background influences their approach, and how luck play a larger role than many of us may be willing to admit. He also describes why "buying the dip" isn't as important as you think, how the "crossover point" could be helpful in your retirement, and how to think about investing in a crisis.
Publicly-traded companies and cryptocurrencies mentioned in this interview include GameStop and Bitcoin. 7investing’s advisors and/or guests may have positions in the companies that are mentioned.
Welcome to 7investing. We are here to empower you to invest in your future! We publish our 7 best ideas in the stock market to our subscribers for just $49 per month or $399 per year.
Start your journey toward's financial independence: https://www.7investing.com/subscribe
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May 3, 2022 • 43min
Why Do Stocks Go Up? An Interview with Brian Feroldi
Have you ever had a tough time explaining investing to friends and family members who are unfamiliar with the stock market and its inner workings? Or maybe you still don't understand many terms thrown around by talking heads on CNBC or even 7investing's member calls?
If you answered yes to any of those questions, Brian Feroldi's new book, Why Does the Stock Market Go Up?, might be for you. In this episode, Feroldi sits down with 7investing Lead Advisor Matthew Cochrane to discuss the lessons Feroldi covers in his book.
Feroldi says that he devoured every investment book he could his hands on when he began investing, but some basic questions, such as "Why does the stock market go up?" went unanswered. So he set out to write a book that contained all the answers to his questions over the years about investing, which he had to figure out for himself.
Feroldi emphasizes that the stock market is vital to average Americans, not just investing geeks. More than 100 million Americans invest through pension plans, 401(K)s, and IRAs. He says:
"The stock market is the greatest wealth creation machine of all time. Period. End of story. The stock market literally enables ordinary people, with ordinary incomes, in one generation to build extraordinary wealth for themselves."
Feroldi and Cochrane also discuss how stock prices can mislead new investors, as they'll often consider stocks such as Amazon.com (NASDAQ:AMZN) expensive and penny stocks as cheap.
Another thing Feroldi says that can trip up new investors is a misaligned time frame. Saying you're a long-term investor in bull markets is different from acting as a long-term investor during market crashes. Feroldi then explains why the market has always recovered from crashes and bear markets.
Finally, Feroldi ends the discussion by talking about Roku (NASDAQ:ROKU), a new stock that he's interested in after its precipitous fall the past year.
Welcome to 7investing. We are here to empower you to invest in your future! We publish our 7 best ideas in the stock market to our subscribers for just $49 per month or $399 per year.
Start your journey toward's financial independence: https://www.7investing.com/subscribe
Stop by our website to level-up your investing education: https://www.7investing.com
Join the 7investing Community Forum: https://discord.gg/6YvazDf9sw
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Apr 28, 2022 • 48min
Netflix Sells Off. Is the Stock Now a Buy?
Netflix (Nasdaq: NFLX) shareholders are having a rough April. The stock has gone into a freefall and has now sold off more than 50% during the past month. The common consensus believes this is due to a drop in its paying subscriber count, as well as an admission that competition from Apple (Nasdaq: AAPL), Amazon (Nasdaq: AMZN), and Disney(NYSE: DIS) is heating up.
Netflix has been a one-trick pony thus far. Its revenue has been entirely tied to its global subscriber count, and also the regional pricing that it charges those subscribers.
But things are getting more interesting now. Netflix is attempting to monetize its freeloaders, who are getting the service for free by using the login details of others. It's also considering a lower-priced, ad-supported tier for potential subscribers who don't want to pay their standard rates.
The stock market is always forward-looking, and everything that has happened this past month is now in the rear-view mirror. Ultimately, investors must now answer the question of whether Netflix at an $85 billion market cap is a good opportunity going forward?
To answer that question, 7investing lead advisors Anirban Mahanti and Simon Erickson teamed up with TheStreet's Managing Editor (and former 7investing advisor) Dan Kline in a special "Netflix's Past, Present, and Future" discussion. The three describe what it was that made Netflix so special, what present challenges it faces, and whether they believe it will ultimately solve its current issues in the future.
Publicly-traded companies mentioned in this interview include Amazon, Disney, and Netflix. 7investing’s advisors and/or guests may have positions in the companies that are mentioned.
This discussion was originally recorded on Twitter Spaces on April 20, 2022.
Welcome to 7investing. We are here to empower you to invest in your future! We publish our 7 best ideas in the stock market to our subscribers for just $49 per month or $399 per year.
Start your journey toward's financial independence: https://www.7investing.com/subscribe
Stop by our website to level-up your investing education: https://www.7investing.com
Join the 7investing Community Forum: https://discord.gg/6YvazDf9sw
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Apr 26, 2022 • 37min
The Transistor Age of Quantum Computing
Quantum computing is capturing the fascination and the imagination of the technology world.
It's built upon the new and unfamiliar field of quantum physics -- where principles such as superposition and entanglement offer the intrigue of unlocking entirely new opportunities. The world's formerly unsolvable problems of logistics optimization, drug discovery, cybersecurity, and material design could now have a tool that potentially cracks those codes. Futuristic opportunities like solving climate change or operating in the space economy eagerly await on the horizon.
Yet for all of the promise that quantum computing holds and all of the attention it's gained from the world's greatest scientists, it's still taking a frustratingly-long time to move beyond the R&D stage. Cloud service providers like Amazon and Microsoft have functional quantum computers that can selectively used in certain capacities. But a commercially-useful, error-corrected quantum computer still out of reach for the world's business leaders to harness. We're still a long way from finding Richard Feynman's Killer App.
So what should investors do about this intriguing yet commercially-frustrating quantum opportunity? Are recently-public pure plays in the space like IonQ about to make a quantum leap with upcoming breakthroughs? Are deep-pocketed tech companies like Alphabet going to completely rewrite the semiconductor supply chain? Or will quantum computing still remain in the "too hard" pile -- fraught with technical risks, uncertainties, and no generally-agreed-upon commercial path forward?
To help us answer those questions, we’ve brought in an expert. Tiernan Ray is one of the technology industry’s best reporters. He's covered the tech landscape for more than two decades – from the early days of the internet and the dotcom boom to the rise of cloud computing and artificial intelligence. Tiernan puts tech progress through a much-needed objective lens, helping investors separate hype from true innovation. He offers daily insights in his Technology Letter publication: www.thetechnologyletter.com.
In an exclusive interview with 7investing founder and CEO Simon Erickson, Tiernan describes where quantum computing stands and where it offers the greatest promise. He explains why controlled, multi-variable problems using AI are where quantum could be the most commercially valuable, and how companies will find multiple ways to support and profit from the bigger-picture movement. The two discuss the different technical approaches to quantum computing and the publicly-traded companies who are harnessing them. Tiernan also explains why we're in the "the transistor age of quantum computing" and a few recent developments we should be keeping a closer eye on.
In the final section, Tiernan shares a few other technology trends he's excited about -- such as why silicon carbide is such an important material for the semiconductor industry and why high-performance computing still offer a long runway for chipmakers like AMD and NVIDIA.
Publicly-traded companies mentioned in this interview include Air Liquide, Alphabet, Amazon, AMD, ASML, BMW, Daimler, Form Factor, General Electric, Honeywell, Howard Huges, IBM, Intel, IonQ, Microsoft, NVIDIA, On Semiconductor, Rigetti, Tesla, Texas Instruments, and Wolfspeed. 7investing’s advisors and/or guests may have positions in the companies that are mentioned.

Apr 19, 2022 • 40min
Investing in Secular Trends and Fundamentals With Dillon Valdez
The stock market is filled with noise these days. Whether it is the obsession with meme-stocks, the focus on momentum-based swing trading, or the hype cycle driving valuations up to ridiculous levels, there are a lot of speculative (and potentially problematic) factors that are influencing investment decisions.
Our podcast guest today is someone who's helping to cut through that noise and help investors focus on the more important signals. Dillon Valdez (@BluSuitDillon on Twitter) in an individual investor who's searching for the business world's most important developing trends, then digging into fundamentals to uncover the companies who will most profitably benefit from them.
In this exclusive interview, Dillon chats with 7investing CEO Simon Erickson about the specific things on a company's financial statements he looks for in his investing process. He describes why full-stack monitoring and international e-commerce are two secular trends that investors should be aware of, and why Datadog (Nasdaq: DDOG), DLocal(Nasdaq: DLO), and Global-e (Nasdaq: GLBE) are three companies of particular interest to him.
Publicly-traded companies mentioned in this interview include Datadog, DLocal, Ford, Global-e, MercadoLibre, SentinelOne, and Snowflake. 7investing's advisors or its guests may have positions in the companies mentioned.
Welcome to 7investing. We are here to empower you to invest in your future! We publish our 7 best ideas in the stock market to our subscribers for just $49 per month or $399 per year.
Start your journey toward's financial independence: https://www.7investing.com/subscribe
Stop by our website to level-up your investing education: https://www.7investing.com
Join the 7investing Community Forum: https://discord.gg/6YvazDf9sw
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Apr 12, 2022 • 41min
Should Investors Swipe Right on Match Group? (NASDAQ: MTCH)
Brad Freeman, better known as @StockMarketNerd on Twitter, is a long term growth investor and author of the Stock Market Nerd Newsletter.
In this week's 7investing podcast, Brad and 7investing Lead Advisor Luke Hallard chat about Match Group (NASDAQ: MTCH), the online dating portfolio company that owns services including Tinder, Match.com, OkCupid, Hinge, PlentyOfFish, and 40 other dating websites and apps worldwide.
Brad shares his wildest dating story (spoiler alert, his mom would approve), the guys discuss Hinge’s “the dating app designed to be deleted” marketing campaign, Luke has a dig at the age discrimination in Tinder’s opaque pricing, and Brad walks through Match Group’s financials and a recent key acquisition that might be opening up new frontiers and taking Tinder beyond online romance.
If you’re considering an investment in Match Group, swipe right on today’s episode and learn more about this dating category leader.

Apr 7, 2022 • 54min
How to Avoid the Bubbles and Build Wealth Safely with Value Stock Geek
As a host of macro concerns continue to weigh on the global economy, investors are increasingly reassessing their risk tolerances and looking to contain volatility as much as maximizing returns. With this in mind, 7investing lead advisor Matthew Cochrane interviewed Value Stock Geek in this podcast on his self-proclaimed Weird Portfolio, designed to avoid bubbles, limit drawdowns, and safely build wealth.
The Weird Portfolio consists of six low-cost ETFs representing five different asset classes and geographic diversity. While each of the asset classes are highly volatile on their own, when combined in a portfolio they have an overall smoothing effect, as each asset class delivers different returns during different environments. When back tested, the Weird Portfolio delivers returns that come close to equaling the stock market's total returns while dramatically reducing volatility.
In the interview, Value Stock Geek walks Cochrane through the asset classes of the Weird Portfolio and the role each one plays, including U.S. small cap value stocks (20%), small cap international stocks (20%), real estate (10% domestic, 10% international), long-term treasuries (20%), and gold (20%).
The Weird Portfolio is just part of Value Stock Geek's overall portfolio, however, with the rest dedicated to individual stocks that he believes are wonderful companies at wonderful prices. Cochrane and VSG discuss their mutually shared positions in Meta Platforms (NASDAQ:FB) and Alphabet (NASDAQ:GOOGL)(NASDAQ:GOOG), and why VSG believes both have durable economic moats and trade at attractive valuations. VSG also introduces Cochrane to Expeditors International of Washington (NASDAQ:EXPD), an asset-light third-party logistics provider, focused on international freight forwarding.
Welcome to 7investing. We are here to empower you to invest in your future! We publish our 7 best ideas in the stock market to our subscribers for just $49 per month or $399 per year.
Start your journey toward's financial independence: https://www.7investing.com/subscribe
Stop by our website to level-up your investing education: https://www.7investing.com
Join the 7investing Community Forum: https://discord.gg/6YvazDf9sw
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Apr 5, 2022 • 46min
7investing Office Hours: April 2022
Unfortunately, investing is something most people learn through trial and error -- especially the error part! Our very own lead advisors have painful (and now funny) stories to tell from their bad, terrible, and no good investing mistakes when they were learning how to navigate the markets. We've made plenty of mistakes and accumulated over 100 years of combined experience along the way. Now, we want to share that with our student members to help accelerate their wealth-building journeys.
That's why we recently launched 7investing Office Hours, a student-only call where students can learn about investing and ask questions directly to our team. We promise -- there are no stupid questions! What, exactly, is a market cap? Are options going to make you rich? Is that penny stock a good idea? What shampoo does Matt use? Everything and anything is fair game.
We'll also be featuring special guests that will share their perspectives and mistakes, as well as a rotating cast of lead advisors to discuss recent recommendations. 7investing Office Hours will be scheduled on the first Friday of every month and open to all active student members. Please bring your questions for the team!
Welcome to 7investing. We are here to empower you to invest in your future! We publish our 7 best ideas in the stock market to our subscribers for just $49 per month or $399 per year.
Start your journey toward's financial independence: https://www.7investing.com/subscribe
Stop by our website to level-up your investing education: https://www.7investing.com
Join the 7investing Community Forum: https://discord.gg/6YvazDf9sw
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Mar 29, 2022 • 37min
7investing and CryptoEQ in March 2022: Biden’s Executive Order on Cryptocurrencies
7investing and CryptoEQ recently announced a partnership, to help investors get a better consolidated view of the opportunities in both equities and in cryptocurrencies. 7investing provides its top seven stock market recommendations every month, while CryptoEQ provides its top-rated cryptocurrencies.
The two companies are now joining forces and publishing a monthly Collision Course conversation, where they discuss important recent developments and the impact they’ll have on both equities and crypto.
This month, our teams discuss the Biden administration’s recent Executive Order meant to “ensure the responsible development of digital assets.” 16% of Americans have now invested in or used crypto, and the consolidated market cap of all cryptocurrencies during the past five years has increased from $14 billion to $3 trillion. The stakes are high, and the implications for investors will be massive.
These video conversations and the complete transcript are only available for 7investing subscribers and will be published as monthly Advisor Updates. CryptoEQ will also publish a written recap of the conversation – including additional context on the events – in their monthly subscriber email newsletter.
If you’d like to access that newsletter, please sign up for CryptoEQ using this link.
Companies mentioned in this conversation include Block, Coinbase, PayPal, SoFi Technologies, Tesla, and UiPath. Cryptocurrencies mentioned include Bitcoin and Ethereum. 7investing or CryptoEQ’s advisors may have positions in the stocks or cryptocurrencies of the companies that were mentioned.
Welcome to 7investing. We are here to empower you to invest in your future! We publish our 7 best ideas in the stock market to our subscribers for just $49 per month or $399 per year.
Start your journey toward's financial independence: https://www.7investing.com/subscribe
Stop by our website to level-up your investing education: https://www.7investing.com
Join the 7investing Community Forum: https://discord.gg/6YvazDf9sw
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Mar 24, 2022 • 34min
Successful Habits of a Long-Term Investor
As an investor of nearly twenty years and multiple market corrections, 7investing Lead Advisor Luke Hallard has earned his battle scars in the stock market.
In this episode of the 7investing podcast, Luke chats with 7investing marketing manager JT Street about the approach he’s developed to building and managing his personal investment portfolio. Luke and JT reflect on the challenge of keeping your cool during times of high market volatility, how to protect yourself with diversification without impacting long-term growth prospects, the objective and subjective factors that go into assessing whether a company may be a great investment, and much more!
The questions from today’s podcast came from the 7investing Discord, you can join the conversation live at https://discord.gg/5SxyySSNqN.
Welcome to 7investing. We are here to empower you to invest in your future! We publish our 7 best ideas in the stock market to our subscribers for just $49 per month or $399 per year.
Start your journey toward's financial independence: https://www.7investing.com/subscribe
Stop by our website to level-up your investing education: https://www.7investing.com
Follow us:
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