Jun 7, 2020
Graniteshares CEO William Rhind joins Derek Moore on the podcast to discuss how technology disruption is causing some companies to adapt and thrive while others falter. Can you focus on eliminating companies who are likely not positioned for the future while keeping those that are? How the Covid-19 crisis may have sped up many technology innovations while zombie companies face pressures. Value vs Growth debate. Was Dominos a tech company all along? Plus, European Football relegation and promotion and much more.
Growing vs faltering companies
What traits do growing companies possess that those likely to be disrupted lack?
Dominos vs Google – Both 2004 IPOs yet surprising which would have highest cumulative growth rate
Dominos – a pizza shop or stealthy tech company?
Value vs Growth debate
Did companies like Apple an Amazon live up to their value?
Netflix vs Blockbuster Video – obvious now but in the moment?
Will inflation and interest rates be lower for longer?
Zombie Companies – how Covid-19 sped up some of their declines
Walmart growth over the year’s vs Amazon
XOUT ETF strategy overview
Risks of rising interest rates to US Treasuries
Negative Yielding TIPS auctioned off
60/40 portfolio with bonds vs gold
Mentioned in this Episode:
Graniteshares https://www.graniteshares.com/
Forbes piece on William Rhind https://www.forbes.com/sites/baldwin/2018/08/30/this-guy-is-taking-on-blackrock-and-state-street-with-cut-rate-gold-and-commodity-etfs/#25ce004b750d
Contact Derek www.razorwealth.com
Derek Moore’s book Broken Pie Chart https://www.amazon.com/Broken-Pie-Chart-Investment-Portfolio/dp/1787435547/ref=sr_1_1?keywords=broken+pie+chart&qid=1558722226&s=books&sr=1-1-catcorr