Claim OwnershipThe Investor's Diary
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Description
A sell-side and buy-side analyst providing the latest coverage in the world of traditional finance, emerging markets and cryptocurrencies.
Disclaimer:
All topics/ideas discussed during the podcast are our personal views and should not be considered as financial advice.
The hosts are angel investors, and may or may not be invested in projects discussed during the episodes.
Disclaimer:
All topics/ideas discussed during the podcast are our personal views and should not be considered as financial advice.
The hosts are angel investors, and may or may not be invested in projects discussed during the episodes.
67 Episodes
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Subscriptions are everywhere — from streaming and software to gyms and even car features. In this episode we break down why companies are shifting to recurring revenue models, how it impacts consumers, and whether the subscription economy is creating real value or quietly increasing the cost of everything over time.
What does it actually look like to build a startup today? In this episode we speak with a founder building a new product and discuss the realities of launching a company in the age of AI. We also dive into prediction markets, the AI race between US-China, and how this could reshape the global economy moving forward.
The latest escalation involving Iran, Israel and the United States is more than just a geopolitical story — it’s an energy story. In this episode we break down Iran’s history, the roots of today’s tensions, and why the Strait of Hormuz carries roughly 20% of global oil supply. We explore the ripple effects across global energy markets, India’s pivot toward Russian oil, China’s strategic position, and what higher oil prices could mean for inflation, central banks and investors.
The US-Iran conflict has triggered widespread airspace restrictions across one of the most critical regions in global aviation, forcing airlines to cancel flights, reroute aircraft, and absorb significant operational and financial costs. Because major hubs like Dubai and Doha serve as central connectors between Europe, Asia, and Africa, even short-term disruptions can ripple across the entire global network, increasing fuel consumption, reducing aircraft utilisation, disrupting crew scheduling, and weakening airline profitability. In this episode, we break down the economics of aviation disruption, explaining how conflict impacts airline cost structures, operational decision-making, and the stability of one of the most interconnected industries in the world.
In this episode, we break down the numbers behind the narrative: SpaceX’s profitability, Tesla’s valuation premium, the mechanics of Musk’s trillion-dollar compensation package, the reported SpaceX IPO, merger speculation, and even the idea of launching data centers into space. Is Musk a generational builder reshaping industries — or a master of capital structure and valuation engineering? We unpack the incentives, the risks, and the optionality markets are really pricing.
The news is built to show us what’s breaking — not what’s improving. In this episode, we step back from markets and crises to look at areas where real progress is happening. This isn’t an argument that the world is perfect. It’s a reminder that change is often slow, uneven, and easy to miss while it’s happening. Sometimes the most important trends don’t make headlines.
The yen carry trade is one of the most important — and least discussed — forces in global markets. In this episode, we break down how borrowing cheap Japanese yen has quietly fuelled global risk-taking for decades, why Japan became the world’s funding currency, and where that money actually flows. We then dive into what’s changed recently: political shifts under Japan’s new government, rising equity and FX volatility, Bank of Japan intervention risks, and why even rumours of policy change are enough to rattle markets. This isn’t just a Japan story — it’s a global liquidity story.
Trump has nominated Kevin Warsh as the next Federal Reserve Chair. In this solo episode, we unpack why Fed independence matters, who was considered, how markets reacted, and what history tells us happens when politics takes control of money.
From Trump’s push to control Greenland to his proposal for a ‘Board of Peace’, global geopolitics has taken a dramatic turn. We unpack the history, the power plays, the market reactions, and what it all means for the future of world order.
Fewer babies today means fewer workers tomorrow. This episode explores the global fertility collapse, the growing pension burden, failed government incentives, and why demographics may be the biggest long-term risk to economic growth.
Commodities had a massive year in 2025 — from gold and copper to uranium and oil. We break down why the rally happened, what the Glencore–Rio Tinto talks signal about the cycle, and what 2026 could look like for real assets.
Donald Trump has reportedly taken Venezuela’s president into U.S. custody — a move with huge geopolitical, economic and market implications. We break down what it means for oil, sanctions, emerging markets and global risk.
From Black Friday to Dry January, consumer spending follows a surprisingly predictable cycle. In this episode, we break down the behavioural economics behind holiday overspending, the New Year ‘reset trade’, and who really profits when motivation fades and habits take over.
Australia banned social media for kids… and chaos followed. We unpack what sparked the law, why the rollout has stumbled, how teens are dodging the rules, and what governments should really be targeting if they want to fix online harm.
Inside the Fed rate Cut, the real risks behind the decision, and a cautious outlook for 2026
This started as a simple question: should Netflix be allowed to buy Warner Bros? And then it spiralled into politics, power, and the future of media. We break it down without the outrage and explain why Netflix might not be the villain everyone thinks it is.
In this episode, Parth and Abdul discuss the biggest IPO in Australia since 2021 - Guzman Y Gomez. They also dive into the European IPO market, discuss the two candidates for the US elections, and last have their usual crypto chat.
In this episode, Parth & Abdul the ongoing attempt from BHP to acquire Anglo American. They also explore the recent surge in the popularity of Ozempic, and the recent revitalisation of the Gamestop meme stock saga. Lastly, they briefly explored the Open AI’s newest release - ChatGPT4o.
In this episode, Parth & Abdul return to the podcast to discuss their latest life updates: Parth working in a sell-side role at a bank, with Abdul working in a buy-side position with a fund manager, both based in Sydney. They dive deeper into their respective roles, give advice for students looking to break into the industry, and discuss the plan moving forward.
In this episode, Abdul breaks down the key takeaways from the 2024 World Economic Forum in Davos. From the societal impact of AI to digitization for sustainability, regulatory tipping points, and the debut of crypto ETFs, he explores the dynamic discussions that unfolded at this global gathering. Join us for a concise journey through the highlights that are reshaping our world.
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