25: A $GME (GameStop) Retrospective +The Geopolitics of AI and Semiconductors

25: A $GME (GameStop) Retrospective +The Geopolitics of AI and Semiconductors

Podcast

25: A $GME (GameStop) Retrospective +The Geopolitics of AI and Semiconductors

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!)

 

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Questions? Reach out at: info@perchperspectives.com