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The Intrinsic Value Podcast – The Investor’s Podcast Network

MI Rewind: Investing in China, Emerging Industries, and Affirm Deep Dive w/ Simon Erickson

64 min • 13 januari 2023

IN THIS EPISODE, YOU’LL LEARN:

  • What Simon’s take is on the Reddit and Wall Street Bet’s movement.
  • What exactly is happening in China with the crackdown on tech companies?
  • What is happening with shortages in the semiconductor industry and why is it important?
  • What the space economy is and what types of companies are involved.
  • What Affirm does and why they are well-positioned as a business.
  • And much, much more!


*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.


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