Nov 1, 2021
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Simon Erickson, founder and CEO of 7investing, joins the podcast
to discuss three areas of technological innovation and disruption
that stand to transform the world of business as we know it.
The guest identifies one stock from each area, with the understanding that it is not intended as investment advice.
(Spotify users can link to the start of the section by clicking on the timestamp)
Why focusing on technological change is contrarian (3:41);
Idea No. 1: Buy now, pay later or BNPL. Disruptive to credit card companies (4:37);
Several upstarts have 'cracked this code' but Erickson has one that he's been paying close attention to (5:57);
Idea No. 2: Quantum computing (14:23);
Background on the guest (22:25);
Idea No. 3: Gene editing (25:24);
How to go about picking entry points for investments in these areas? (31:30);
What about cryptocurrencies and blockchain technologies? (33:47).