Gaming, Stock-Based Comp, and Market Volatility with Chit Chat Money

<p>There's no shortage of things going on right now in the investing world. Rapidly-rising interest rates, inflation at a forty-year high, and a broad market selloff are giving investors and the financial media plenty to talk about.</p> <p>However, there are also other factors -- which aren't necessarily making headlines -- that will have deeper implications for long-term investors as well. Stock based compensation is one of those. SBC has traditionally been a great way for fast-growing companies to reward their high-performance employees and to encourage retention. When times are going well, everyone's getting paid and everything is good.</p> <p>But will things change in the current state of the market, with stock prices falling and companies struggling? Will it manifest in the financial statements of Silicon Valley's high-flying tech companies? And will it impact the overall strategy of the executive teams of those companies?</p> <p>We tackle those questions and many more in today's 7investing podcast. 7investing CEO Simon Erickson chits and chats with Ryan Henderson and Brett Schafer from <a href="https://chitchatmoney.com/">Chit Chat Money</a>, to discuss how several companies are handling stock-based compensation in today's era.</p> <p>Ryan and Brett are also the portfolio managers of <a href="https://www.archcapitalfund.com/our-team">Arch Capital</a>, which is a real-money fund that is actively investing in stock market opportunities. The two describe why they've taken several positions in the gaming industry -- including Nintendo, Electronic Arts, and Take-Two Interactive. And in the final segment, the group discusses a few things investors should be keeping an eye on in 2022.</p> <p><em>Publicly-traded companies mentioned in this interview include Apple, DocuSign, Electronic Arts, Microsoft, Nintendo, Peloton, Take-Two Interactive, Tesla, Upstart Holdings, and Yext. 7investing’s advisors or its guests may have positions in the companies mentioned.</em></p> <p><br></p> <p>Welcome to 7investing. We are here