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The Contrarian Investor Podcast

Nov 1, 2021

This episode brought to you by Enter the code "contrarian" at checkout for a 10% discount!

This episode originally aired for premium subscribers on Oct. 28, the same day it was recorded, without ads or interruptions. To become a premium subscriber and take advantage of a host of other benefits (including the Daily Contrarian briefing and podcast), sign up through Substack or Supercast.

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.

Content Highlights

(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).

More Information on the Guest