Show notes
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, hereSubscribe to the podcast so you don't miss any new episodes! We put out new episodes every other Monday Questions? Reach out at: [email protected]
