The FinanceNow Podcast
Hey guys, I'm your host Anurag Birla. I recently graduated from NUS Business School as a Master of Finance and did my bachelors from NYU with a degree in Economics, Math and Business Studies. I'm incredibly passionate about investing, making money and most importantly learning about companies, industries, trends and news that revolve around the finance world.
In this podcast, I aim to take you along a journey of learning and discovery as I get better at analysing, breaking down and studying companies, hopefully helping some of you along the way too. I summarize and explore topics, news and earnings that I find interesting and I do my best to stay up to date with the biggest stories and biggest technologies that affect us on a grand scale.
Feel free to let me know your general thoughts, comments or even if theres anything particular you think I should research! You can reach me at thefinancenowpodcast@gmail.com or follow me on twitter @tfinancenowp, I'd love to hear from you.
Episodes
33 episodes
Chips and Cybersecurity
In this episode I talk about- Tariff court ruling, consumer sentiment (both CB and Michigan), PCE, GDP, and Labour market.Earnings:- NVDA, S and ZSFocusing on semiconductor and cybersecurity - why I like cybersecurit...
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Episode 32
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29:13
Recession Worries Are Back
In this episode I talk about- Bond market and recession worries driven by weak 20Y auction, Moody's credit downgrade, tax bill etc.Earnings:- HD, LOW and TGTContinuing the theme of consumer and retail in light of wea...
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Episode 31
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24:59
Consumer and Retail’s Reality
In this episode I talk mainly aboutThe big macro:- CPI, Core CPI, PPI, Consumer Sentiment, Powells Speech, and Retail SalesEarnings:- WMT, and ONONAdditionally talk about 2 M&A deals: 3G Capital acquiring ...
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Episode 30
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28:14
The Amazon Of...
In this episode I talk aboutThe big macro:- Fed interest rate decision, strong labour market, the lack of a need for premature rate cuts, Trump vs Powell.- Strong demand for 10 year note auction, no disruption to global ord...
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Episode 29
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24:27
Big Tech Earnings Help Ease Recession Worries
In this episode I discuss macroeconomic data that came out:JOLTS, Consumer Confidence, GDP, PCE/Core PCE, Unemployment rate, Non farm payrolls.I also discuss earnings of "Big Tech/Mag 7":Microsoft [MSFT], Meta [META], Apple...
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Episode 28
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32:50
Intel’s “Generational Comeback”?
In this episode I talk about earnings and outlook for:Tesla [TSLA]Alphabet [GOOG, GOOGL]ServiceNow [NOW]Intel [INTC]
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Episode 27
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26:52
If In Doubt, Maintain Forecasts
Focus on earnings of: Goldman Sachs, Citi, Bank of America, TSMC, Netflix.
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Episode 26
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25:21
A Game of Patience
In this episode, I discuss the macroeconomic environment, inflation data, consumer sentiment, tariffs and specifically the US vs China trade war. As we move into earnings season, I also discuss JPM earnings results, the outlook and what Jamie D...
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Episode 25
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26:28
Liberation Day or Isolation Day?
In this episode, I talk about the recent tariffs from liberation day. I talk about the nature of these tariffs and what I believe the impact on consumers and companies might be. I briefly mention how I think about playing this market scenario. ...
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Episode 24
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30:59
Solar's Getting Nuked
In this episode, I talk about ENPH and how the fallout in preference from solar into nuclear has affected the earnings of the company. I also go through what I like about the company, my perceived value proposition, and my thoughts on their fut...
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Episode 23
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22:42
AI Demand Slowing? Think Again.
In this episode I talk about some of the large investment banks and financial institutions, what rate cuts mean for their business outlook and briefly cover their solid earnings. I also talk a bit about TSM, the demand for AI chips, and what th...
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Episode 22
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23:52
Disney's Epic Quarter
In this episode I talk about earnings from PLTR and ARM and how the growth of AI as an industry spurs their growth. I also talk about RBLX and how I believe that it's more of an AI play than many may believe. I talk about PYPLs recent earnings,...
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Episode 21
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23:06
"Year of Efficiency" Paid Dividends
In this episode, I start by talking about the FOMC meeting, likelihood of higher rates for longer and why there's no real need for the Fed to cut rates in March. I move on to discussing some earnings from the semiconductor sector, discussing AS...
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Episode 20
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21:22
Netflix Wants More
In this episode I talk about Netflix's outstanding earnings and how they've cemented their position as leaders in the streaming space. I also talk about their WWE Raw deal and what this means for content and potential future live sports streami...
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Episode 19
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23:45
Stock Of The Year
In this episode, I talk about Adyen's massive sell of from last week as well as Grabs earnings and the road to profitability. I also talk about Zoom's earnings and how they plan to leverage AI as well as the "Stock Of The Year", NVIDIA, their s...
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Episode 18
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19:26
Under The Sea
In this episode, I go through few key companies that I missed over the last month. I start with PLTR - talk about their earnings and how A LOT of growth at a fast rate is priced into their valuation currently. I run over big tech and their earn...
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Episode 17
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18:44
Big Bank Resilience
In this episode I discuss 4 major bank earnings (JPM, MS, BAC and GS). I talk about the effects the macroeconomic conditions have had on their net interest income and how they have fared through the turbulent "banking crisis" period. I also dis...
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Episode 16
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21:10
A Turnaround Tale For Disney?
In this episode I talk about Foxconn dropping out of the $19.5bn JV deal with Vedanta, I also talk about Adani Capital and the private equity race to acquire the financial arm of one of the largest conglomerates in the country. I talk a bit abo...
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Episode 15
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16:48
Musk vs Zuckerberg
In this episode I talk about the updated jobs data for this month, Apples manufacturing struggles and Tesla delivery prowess. I also talk about the much anticipated Threads by Instagram and the threat that they pose to Twitter both from a users...
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Episode 14
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23:55
We Don't Want Economic Warfare
In this episode, I talk about Walgreens Boots Alliance, their earnings and the impact of inflation on the consumer discretionary sector. I also talk about Microns earnings, their ban from China, entry into India and the wider regulatory landsca...
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Episode 13
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15:20
The Mother of All Aviation Deals
In this episode I talk about the last 2 weeks and the macroeconomic updates we've heard regarding interest rates, the Fed and inflation data. I also talk about Oracle, their incredible earnings and how they're gaining traction in their cloud in...
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Episode 12
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19:44
"$3500 Ski Goggles"
In this episode I talk about Apple's much anticipated wwdc2023. I go into details about some of the newer software and hardware upgrades and then elaborate on their biggest announcement, the VisionPro. I talk about its importance in terms of in...
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Episode 11
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23:30
AI Is Not All That Rosy
In this episode I talk a bit macro, about the status and timeline of the debt ceiling deal, what's in it and the importance of it as well as some updates from initial jobless claims and what that means to the market. I also talk about 2 stocks ...
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Episode 10
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17:27
