Cycles Matter: Shorting Semiconductors

Published on
May 28th, 2019
22 minutes

Cycles Matter: Shorting Semiconductors

Trade Ideas ·
Featuring David Levine

Published on: May 28th, 2019 • Duration: 22 minutes

David Levine, founder of Odin River, returns to Real Vision to express his bearish view on semiconductors. In this interview with Justine Underhill, Levine discusses his broader outlook for the market, drills down on the group's relationship with global growth, and notes how much downside he expects for one particular stock: Micron Technology. Filmed on May 23, 2019.



  • BB
    Brooks B.
    11 June 2019 @ 14:34
    Loved this, great interview!
  • LR
    Luiz R.
    31 May 2019 @ 18:22
    Great interview, Mr Levine! Thanks.
  • PB
    Pieter B.
    30 May 2019 @ 17:26
    Thanks a lot Justine!
  • DV
    Dimitri V.
    29 May 2019 @ 16:38
    love the glasses Justine! Great interview
  • DH
    Daniel H.
    28 May 2019 @ 08:16
    Oh, Justine, Justine. Why did you have to bring up Bitcoin? Do you have to scream, "I am a Millenial"? If you are going to do that, why not bring up the two other Millenial footballs: cannabis stocks and Tesla? All Millenials plan to get rich on Bitcoin, cannabis stocks, and Tesla. For the record, I think you are generally a good interviewer.
    • RC
      Robert C.
      28 May 2019 @ 09:30
      If you are going to criticize millennials, at least learn to spell it right.
    • MS
      Mark S.
      28 May 2019 @ 14:30
      Millennials will eventually figure out that the tried and true way to get rich is by buying lawmakers and regulators.
    • DL
      Dillon L.
      28 May 2019 @ 19:49
      Daniel, you believe she is a worse interview for suggesting that chipmaker sales are connected to bitcoin and crypto mining?
    • FK
      Firoze K.
      29 May 2019 @ 13:32
      Probably a thousand other ways you could have got your point across without having to be rude about it.
  • GS
    Gerold S.
    29 May 2019 @ 11:04
    Wow. Clear and clear. Figures, data and facts. I think that is a way to go - SemiconductorIndex - to shorten helps me as an investor in any case better. The mainstream is trying to shorten the big indices...
  • JF
    Joseph F.
    29 May 2019 @ 00:46
    Excellent interview. Thanks.