The 7investing Podcast

7investing

Welcome to 7investing.com. Our mission is to empower you to invest in your future. This podcast brings our market-based experts together to discuss our investing process and important news. Once a month, we will also feature interviews with some of the best minds in business and investing. Check out 7investing.com to find more of our free content and premium monthly stock recommendations.

  1. Feb 2, 2026: Why Retail Stocks Are Too Cheap to Ignore (ChatGPT Ads Change Everything)

    2D AGO

    Feb 2, 2026: Why Retail Stocks Are Too Cheap to Ignore (ChatGPT Ads Change Everything)

    Happy Groundhog Day! Punxsutawney Phil saw his shadow (6 more weeks of winter ☃️), but consumer discretionary stocks are about to heat up!What is Consumer Discretionary?NOT consumer staples (milk, eggs, cereal)The "wants" not "needs" - retailers, restaurants, automakers, home improvementAmazon, Tesla, Home Depot, Lowe's, McDonald's, Chipotle, StarbucksHighly cyclical - outperforms in good times, underperforms in downturnsWhy the Last 5 Years Were Rough:COVID impact on restaurants, brick-and-mortar retail2022: Fed raised rates 7 times (crushed consumer spending)2025: International tariffs pushed up pricesNike, Lululemon: Multiple quarters of negative compsMedian 5-year return: ~9.8% (vs typical 11-12%)Why 2026 Could Be Different:ChatGPT Ads Launch - 1 billion users, new ad format for retailersLower customer acquisition costs - More platforms = cheaper conversionsEasier year-over-year comps - 2025 was terrible, 2026 looks betterInternational brands too cheap - Crocs at 6x free cash flow?!CEO turnarounds - Major brands hiring new leadershipSupply chains stabilizing - Post-tariff efficiency gainsThe ChatGPT Game-Changer:1 billion users (50M paying $200/month for Pro)New ad format: Embedded product suggestions in promptsExample: "Mexican dinner ideas" → Hot sauce ad placementSimilar to Google's playbook: Free product → Monetize with adsRetailers get NEW low-cost acquisition channelStock Opportunities Discussed:- Lovable brands selling cheap: Nike, Lululemon, Crocs- Restaurant plays: Starbucks, Domino's, Chipotle, Cava Group- Software crossover: DraftKings, Duolingo (100M+ users each)- Tesla: Robotaxi progress, new Elon pay package- Adobe: "Dead" due to AI? Still 40% FCF margins, strong retention- The Trade Desk: Collapsed in 2025, cyclical downturn ≠ dead company🎯 February 2026 Recommendation:Simon just released 7investing's official February pick - an up-and-coming consumer discretionary company challenging the "old guard" with:Strong leadership teamInnovation in a legacy-dominated sectorInexpensive valuation due to cyclical downturn🔗 2025 Year in Review: 17 sectors analyzed, conviction ratings for 106+ stocks🔗 Free 7-day trial: https://7investing.com/subscribe🔗 See February 2026 pick: https://7investing.com/recommendationsComing Up in February:Wed 2/4: Emmett Savage on Computer Modeling GroupNext week: ChipStock Investor on semiconductors2/13: Manisha Premsingh on biotech innovationLater: John Rotonti, Jeff Fischer, Eric Bleecker⚠️ Not financial advice. Do your own research before investing.#consumerdiscretionary #retailstocks #ChatGPT #advertising #investing #stockmarket #Nike #Lululemon #Tesla #Adobe #7investing #2026stocks #cyclicalstocks #valueinvesting

    24 min
  2. Jan 9, 2026: The Next AI Trade: Why Insurance Is Ripe for Disruption | Lemonade Deep Dive

    JAN 15

    Jan 9, 2026: The Next AI Trade: Why Insurance Is Ripe for Disruption | Lemonade Deep Dive

    Note: We experienced technical difficulties during the live stream, but Steve Symington's insights were so good we wanted to keep this. An edited version will be available soon. AI has taken the investing world by storm in recent years, and NVIDIA's high-performance computing chips have made it the market darling of this space.Yet we’re still in only “the third inning” when it comes to investing in AI. Forward-thinking companies are harnessing the power of large language models and machine learning inference to improve their own operations. Those doing it well are gaining significant market share on their slower-moving competitors.Lemonade is a perfect example, who is using AI to improve the insurance industry.In today’s episode, former 7investing advisor Steve Symington joins the show to describe how investors should size up the companies who are embracing AI. He also takes a detailed look at Lemonade, suggesting the juice is worth the squeeze for this refreshing innovator.Key Insight: The best AI investments aren't always the chip makers—they're the companies built from the ground up with AI as their foundation, disrupting industries where incumbents are too slow to adapt.⚠️ Technical difficulties during the live stream, but the insights are worth the watch. 🔗 Start your free 7investing trial: https://7investing.com/subscribe🔗 View our transparent scorecard: https://7investing.com/recommendations #lemonade #AI #insurance #stockmarket #investing #artificialintelligence #insurtech #7investing #stockpicks #aiinvesting #disruptiveinnovation

    35 min
  3. Jan 7, 2026: Crypto Meets Wall Street: The Everything App Revolution with CryptoEQ

    JAN 15

    Jan 7, 2026: Crypto Meets Wall Street: The Everything App Revolution with CryptoEQ

    Welcome to the inaugural guest episode of 7investing Live for 2026!Simon Erickson sits down with Spencer Randall, founder and CEO of CryptoEQ, to explore the collision of equities and cryptocurrencies—and what it means for your portfolio.What We Cover:- NASDAQ's Bold Move - Why the Nasdaq exchange is seeking SEC approval to tokenize equities, which would enable 24/5 global trading on blockchain- The "Everything App" Race - How Coinbase, Robinhood, and SoFi are competing to become America's WeChat- The Mullet Strategy - Business in front, party in the back! How Coinbase is offering 40-50% lower interest rates through decentralized finance- Regulatory Winds Shifting - The Genius Act, Clarity Act, and why the regulatory environment is now favoring crypto adoption- Neo-Banking Revolution - Why crypto-native financial services are disrupting traditional banking- Coinbase Deep Dive (COIN) - Stock focus on the leading US crypto exchange and its diversifying revenue streams- Beginner vs Expert Exchanges - Which crypto platforms Spencer recommends for different experience levelsFeatured Companies:Coinbase (COIN)Robinhood (HOOD)NASDAQ (NDAQ)Crypto Exchanges: Kraken, Gemini, StripeGuest: Spencer Randall has been following crypto daily for 8 years and co-founded CryptoEQ in 2020 to provide institutional-grade research on digital assets.🔗 Learn more at CryptoEQ.io🔗 Start your free 7investing trial: https://7investing.com/subscribe7investing Live streams every Monday, Wednesday & Friday at 10am ET with expert guests, interactive Q&A, and stock opportunities the market isn't watching yet.Next Episode: Friday, January 9th - Steve Symington on AI stocks & Lemonade (LMND)⚠️ Not financial advice. Do your own research before investing.#coinbase #crypto #cryptocurrency #bitcoin #ethereum #investing #stockmarket #7investing #robinhood #nasdaq #blockchain #defi #neobanking

    31 min
4.1
out of 5
87 Ratings

About

Welcome to 7investing.com. Our mission is to empower you to invest in your future. This podcast brings our market-based experts together to discuss our investing process and important news. Once a month, we will also feature interviews with some of the best minds in business and investing. Check out 7investing.com to find more of our free content and premium monthly stock recommendations.

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