77 minutes | Feb 22, 2021

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 things39:35 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 Subscribe to the podcast so you don't miss any new episodes!  We put out new episodes every other Monday Questions? Reach out at: info@perchperspectives.com
Play Next