Daniel Shvartsman's guest appearances

Daniel Shvartsman

Marketplace Roundtable

Me &amp; The Market Goliath

Being All of Us

Shifting Voices

Meb Faber

Mark Hibben

Jonathan Faison

Michael Boyd

Avi Gilburt

Rick Pendergraft

Michael Gayed

Cody Willard

Michael Kramer

Bhavneesh Sharma

Tom Nash

Mike Richards

James Kostohryz

Julian Lin

Phil Bak

OwlTail

Me &amp; The Market Goliath Podcast’s FIRST podcast episode of 2023 has just been released! We brought back Daniel Shvartsman, Co-host of Akram’s Razor, Former Investing.com VP of Content and ex- Seeking Alpha Director of Marketplace to talk about the subscription economy.   Here are a few questions covered in this episode:  How would Daniel run a subscription business? Is a subscription-based model profitable in the long run?  What challenges or risks do you see with a subscription model? What are some potential future developments for the subscription economy? Should AI (Artificial Intelligence) be packaged with a monthly/yearly subscription model? What was Daniel's biggest, if any, investment mistake or takeaway from last year (post-covid)?   Youtube version: https://www.youtube.com/watch?v=iX8B-pREHkg&amp;t=1880s    Episode Timestamps: (00:00) Introduction (00:40) Investment returns since we last spoke (03:00) Has Daniel's investment philosophy changed over time? (05:36) How have companies benefited from the subscription economy? (10:40) How does a subscription-based business model create shareholder value? (11:53) How would Daniel run a subscription-based business model? (14:10) What do subscription businesses care about? (17:00) Subscription economy risks (19:08) Tug of war between price sensitivity and Salesforce (22:09) Is a subscription business sustainable? (23:45) Netflix and aftermath of password crackdown (28:12) Disney+ copying Netflix on password crackdown  (30:23) Future developments for the subscription economy  (34:01) Do we ourselves subscribing to more AI softwares? (34:15) Why AI haven't been super helpful (35:50) Is AI worth investing? (38:07) Artificial intelligence might not be easy to teach? (41:00) Bundling AI with subscription model (43:32) Daniel's investment mistakes in the past (47:34) Daniel is the founder of A Short Investing Guide and learnings  Listen now on Spotify or on Apple Podcasts. Youtube version available too! Link in bio.   Follow Kelvin Han (Podcast Host): X (Twitter) : KelvinMMGoliath Me &amp; The Market Goliath Podcast X (Twitter) : @Memarketgoliath Instagram: Mmarketgoliath Youtube: Me &amp; The Market Goliath Podcast   Follow Daniel Shvartsman:   Website: shortinvestingguide.com Youtube: shortinvestingguide Instagram: instagram.com/danshvartsman X (Twitter): https://twitter.com/DanielShortman Threads: Threads.net/danshvartsman LinkedIn   Affiliate Website: https://7investing.com/subscribe/ (7Investing) Get USD$100 OFF from 7Investing's annual newsletter subscription PROMO CODE: GOLIATH  Affiliate Disclaimer: This episode contain an affiliate mention, which means that if you use my promo code on one of the promoted product or services, I may receive a small commission. This commission helps support the channel and allows me to continue creating videos and podcast interviews to provide value to my viewers. Thank you for your support.  NO FINANCIAL ADVICE

Me &amp; The Market Goliath Podcast’s FIRST podcast episode of 2023 has just been released! We brought back Daniel Shvartsman, Co-host of Akram’s Razor, Former <a href="http://Investing.com" rel="nofollow" target="_blank">Investing.com</a> VP of Content and ex- Seeking Alpha Director of Marketplace to talk about the subscription economy. Here are a few questions covered in this episode: <ul> <li>How would Daniel run a subscription business?</li> <li>Is a subscription-based model profitable in the long run? </li> <li>What challenges or risks do you see with a subscription model?</li> <li>What are some potential future developments for the subscription economy?</li> <li>Should AI (Artificial Intelligence) be packaged with a monthly/yearly subscription model?</li> <li>What was Daniel's biggest, if any, investment mistake or takeaway from last year (post-covid)?</li> </ul> Youtube version: <a href="https://www.youtube.com/watch?v=iX8B-pREHkg&amp;t=1880s" rel="noopener noreferer nofollow" target="_blank">https://www.youtube.com/watch?v=iX8B-pREHkg&amp;t=1880s</a> <ul> </ul> Episode Timestamps: (00:00) Introduction (00:40) Investment returns since we last spoke (03:00) Has Daniel's investment philosophy changed over time? (05:36) How have companies benefited from the subscription economy? (10:40) How does a subscription-based business model create shareholder value? (11:53) How would Daniel run a subscription-based business model? (14:10) What do subscription businesses care about? (17:00) Subscription economy risks (19:08) Tug of war between price sensitivity and Salesforce (22:09) Is a subscription business sustainable? (23:45) Netflix and aftermath of password crackdown (28:12) Disney+ copying Netflix on password crackdown (30:23) Future developments for the subscription economy (34:01) Do we ourselves subscribing to more AI softwares? (34:15) Why AI haven't been super helpful (35:50) Is AI worth investing? (38:07) Artificial intelligence might not be easy to teach? (41:00) Bundling AI with subscription model (43:32) Daniel's investment mistakes in the past (47:34) Daniel is the founder of A Short Investing Guide and learnings Listen now on Spotify or on Apple Podcasts. Youtube version available too! Link in bio. Follow Kelvin Han (Podcast Host): X (Twitter) : <a href="https://twitter.com/kelvinMMGoliath" rel="noopener noreferer nofollow" target="_blank">KelvinMMGoliath</a> Me &amp; The Market Goliath Podcast X (Twitter) : <a href="https://twitter.com/memarketgoliath" rel="noopener noreferer nofollow" target="_blank">@Memarketgoliath</a> Instagram: <a href="https://www.instagram.com/mmarketgoliath/" rel="noopener noreferer nofollow" target="_blank">Mmarketgoliath</a> Youtube: <a href="⁠https://www.youtube.com/channel/UChlB_qutOzOxr4I35OuhbCw" rel="noopener noreferer nofollow" target="_blank">Me &amp; The Market Goliath Podcast</a> Follow Daniel Shvartsman: Website: <a href="http://shortinvestingguide.com/" rel="nofollow" target="_blank">shortinvestingguide.com</a> Youtube: <a href="https://www.youtube.com/@shortinvestingguide" rel="nofollow" target="_blank">shortinvestingguide</a> Instagram: <a href="http://instagram.com/danshvartsman" rel="noopener noreferer nofollow" target="_blank">instagram.com/danshvartsman</a> X (Twitter): <a href="https://twitter.com/DanielShortman⁠" rel="nofollow" target="_blank">https://twitter.com/DanielShortman</a> Threads: <a href="Threads.net/danshvartsman" rel="noopener noreferer nofollow" target="_blank">Threads.net/danshvartsman</a> <a href="https://www.linkedin.com/in/daniel-shvartsman-a97a4430/" rel="noopener noreferer nofollow" target="_blank">LinkedIn</a> Affiliate Website: <a href="https://7investing.com/subscribe/" rel="nofollow" target="_blank">https://7investing.com/subscribe/</a> (7Investing) Get USD$100 OFF from 7Investing's annual newsletter subscription PROMO CODE: GOLIATH Affiliate Disclaimer: This episode contain an affiliate mention, which means that if you use my promo code on one of the promoted product or services, I may receive a small commission. This commission helps support the channel and allows me to continue creating videos and podcast interviews to provide value to my viewers. Thank you for your support. NO FINANCIAL ADVICE

EP29: Is the Subscription Economy Changing Our World? w. Daniel Shvartsman

On Episode Two of Shifting Voices we head over to Valencia, Spain for a conversation with writer and multilingual Daniel Shvartsman.  We discuss what it was like growing up in a family who had recently immigrated to the United States.  We also weigh in on a variety of language learning strategies, how travel can lead to inspiration for language learning, and how your accent may get you a less expensive admit-one ticket to a museum in Russia.

On Episode Two of Shifting Voices we head over to Valencia, Spain for a conversation with writer and multilingual Daniel Shvartsman.  We discuss what it was like growing up in a family who had recently immigrated to the United States.  We also weigh in on a variety of language learning strategies, how travel can lead to inspiration for language learning, and how your accent may get you a less expensive admit-one ticket to a museum in Russia.

Shifting Voices Episode Two Featuring Daniel Shvartsman

J Mintzmyer

In this special edition of the Marketplace Roundtable, Daniel Shvartsman interviews J Mintzmyer, Head of Research at Value Investor's Edge. J reviews the containership sector, the latest market conditions, and outlines the bullish thesis in the containership sector. The discussion reviews sector dynamics along with several top picks in the sector. The shipping sector is off to a very strong start in 2021, with YTD model portfolio returns of 136.6% (Speculative Plays) and 69.4% (Best Risk/Reward) on J's exclusive research platform: Value Investor's Edge.Topics Covered2:30 – Catching up on the containership market5:30 – The myths around containerships10:00 – The impact of the underlying ZIM stake on Danaos Corp (DAC)12:00 – Supply chain gives and takes for the containership sector17:30 – Not anchoring on the price19:00 - Why containership stocks don’t directly follow rates22:30 – Interest rate risk and inflation risk for containership lessors26:30 – Valuing these companies given the cyclical nature of the business32:00 – Favorite names for investors and traders35:00 – Bear case scenarios for containerships37:30 – Broad review of other shipping segmentsLearn more about your ad choices. Visit megaphone.fm/adchoices

In this special edition of the Marketplace Roundtable, Daniel Shvartsman interviews J Mintzmyer, Head of Research at Value Investor's Edge. J reviews the containership sector, the latest market conditions, and outlines the bullish thesis in the containership sector. The discussion reviews sector dynamics along with several top picks in the sector. The shipping sector is off to a very strong start in 2021, with YTD model portfolio returns of 136.6% (Speculative Plays) and 69.4% (Best Risk/Reward) on J's exclusive research platform: Value Investor's Edge. Topics Covered 2:30 – Catching up on the containership market 5:30 – The myths around containerships 10:00 – The impact of the underlying ZIM stake on Danaos Corp (DAC) 12:00 – Supply chain gives and takes for the containership sector 17:30 – Not anchoring on the price 19:00 - Why containership stocks don’t directly follow rates 22:30 – Interest rate risk and inflation risk for containership lessors 26:30 – Valuing these companies given the cyclical nature of the business 32:00 – Favorite names for investors and traders 35:00 – Bear case scenarios for containerships 37:30 – Broad review of other shipping segments Learn more about your ad choices. Visit <a href="http://megaphone.fm/adchoices" rel="nofollow" target="_blank">megaphone.fm/adchoices</a>

Value Investor's Edge Live #35: Containership Surge - Update From J Mintzmyer, Interview With Daniel Shvartsman

On this week's Being All of Us episode, we go on a journey with two guests: Amy Mortensen and Daniel Shvartsman, co-hosts of the Voices of Migration / Voces Migratorias podcast. They talk about how they met, how their background and international life has helped them see the world differently, and how they try to find their place in it.   I was really inspired listening the the story of this couple. It made me smile, made me laugh, made me feel warm and fuzzy - and it helped me understand the power we all have to make a difference. I hope it does the same for you!We talk about:0:45 - Amy’s background and story on how they met 8:50 - Daniel’s side of the story 18:00 – No soulmates, relationships take work, and questioning the Golden Rule 24:30 – The origins and aims of Voices of Migration / Voces Migratorias 31:30 – Running away or running towards 41:30 – Understanding privilege 49:30 – Businesses that serve 54:00 – Challenge – seeing and listening to those around usChallenge of the Week: Practice the power of listening. Reach out to someone on a human level that you might see everyday, and listen to them. Really listen; do it like pro. Connect With Amy and Daniel:Amy's instagram: https://www.instagram.com/amymorte/Daniel's Twitter: https://twitter.com/DanielShortmanTheir podcast!: https://open.spotify.com/show/1NPkMNb9SkQjOchC0SIYHI?si=V8loQVOaTpK6WiYIzcdJiwMusic credits: Bombadil for the intro song, "Avery", and Scott Gratton from the Free Music Archive for the outro song, "Mo Town is Yo Town."

On this week's Being All of Us episode, we go on a journey with two guests: Amy Mortensen and Daniel Shvartsman, co-hosts of the Voices of Migration / Voces Migratorias podcast. They talk about how they met, how their background and international life has helped them see the world differently, and how they try to find their place in it.   I was really inspired listening the the story of this couple. It made me smile, made me laugh, made me feel warm and fuzzy - and it helped me understand the power we all have to make a difference. I hope it does the same for you!We talk about: <ul><li>0:45 - Amy’s background and story on how they met</li> <li>8:50 - Daniel’s side of the story</li> <li>18:00 – No soulmates, relationships take work, and questioning the Golden Rule</li> <li>24:30 – The origins and aims of Voices of Migration / Voces Migratorias</li> <li>31:30 – Running away or running towards</li> <li>41:30 – Understanding privilege</li> <li>49:30 – Businesses that serve</li> <li>54:00 – Challenge – seeing and listening to those around us</li></ul>Challenge of the Week: Practice the power of listening. Reach out to someone on a human level that you might see everyday, and listen to them. Really listen; do it like pro.   Connect With Amy and Daniel: Amy's instagram: <a href="https://www.instagram.com/amymorte/" rel="nofollow" target="_blank">https://www.instagram.com/amymorte/</a> Daniel's Twitter: <a href="https://twitter.com/DanielShortman" rel="nofollow" target="_blank">https://twitter.com/DanielShortman</a> Their podcast!: <a href="https://open.spotify.com/show/1NPkMNb9SkQjOchC0SIYHI?si=V8loQVOaTpK6WiYIzcdJiw" rel="nofollow" target="_blank">https://open.spotify.com/show/1NPkMNb9SkQjOchC0SIYHI?si=V8loQVOaTpK6WiYIzcdJiw</a>Music credits: <a href="http://bombadilmusic.com/" rel="nofollow" target="_blank">Bombadil</a> for the intro song, "Avery", and Scott Gratton from the Free Music Archive for the outro song, "Mo Town is Yo Town."

3. Unexpected Connection, Purpose & Impact with Amy Mortensen & Daniel Shvartsman

We’re kicking off the new year with a bang! We’re very fortunate to have Daniel Shvartsman record an episode with us which all investing fanatic should listen to this latest release. Daniel is an investor and the founder of Shortman Studios ~ A podcast production and editing company. He also co-hosts the Razor's Edge, an established investing podcast (with over 85k downloads) that combines a prop trader’s viewpoint and in depth fundamental research to provide a different take on the markets. He previously worked at Seeking Alpha for nearly 8 years, as the director of the Marketplace subscription platform and previously as creator of the site's podcast program and managing editor of Seeking Alpha PRO. Daniel was born in Massachusetts to Russian Jewish immigrants to the US, and has lived in Israel, Luxembourg, Bulgaria, and now Spain, with his wife and two cats. In this episode, Daniel shares his investment mistakes and how his learnings have helped him become a seasoned investor today. We also share our views on the SaaS cloud sector and discuss one of the company stocks we own in this space. Don’t miss out. 

We’re kicking off the new year with a bang! We’re very fortunate to have Daniel Shvartsman record an episode with us which all investing fanatic should listen to this latest release. Daniel is an investor and the founder of Shortman Studios ~ A podcast production and editing company. He also co-hosts the Razor's Edge, an established investing podcast (with over 85k downloads) that combines a prop trader’s viewpoint and in depth fundamental research to provide a different take on the markets. He previously worked at Seeking Alpha for nearly 8 years, as the director of the Marketplace subscription platform and previously as creator of the site's podcast program and managing editor of Seeking Alpha PRO. Daniel was born in Massachusetts to Russian Jewish immigrants to the US, and has lived in Israel, Luxembourg, Bulgaria, and now Spain, with his wife and two cats. In this episode, Daniel shares his investment mistakes and how his learnings have helped him become a seasoned investor today. We also share our views on the SaaS cloud sector and discuss one of the company stocks we own in this space. Don’t miss out.