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!)
Read Seifel Capital’s newsletter, penned by Chris, here
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