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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.
49 Episodes
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In this episode I talk about:Macro debrief: CPI, Core CPI, Michigan Consumer SentimentEarnings: NFLX, INTC
Send us a textIn this episode I talk about:Macro debrief: CB consumer confidence, JOLTs job openings, government shutdownEarnings: NKEOthers: EA buyout, Open AI valuation
Send us a textIn this episode I talk about:Macro debrief: Powell speech, GDP, PCE, Core PCE, Michigan Consumer SentimentEarnings: MU, COST
Send us a textIn this episode I talk about:Macro debrief: PPI, CPI, Core CPI, Previous week labour market revisionsEarnings: ORCL, ADBEOther: AAPL Event, Paramount and WBD rumours.
Send us a textIn this episode I talk about:Macro debrief: New Home Sales, CB Consumer Confidence, Michigan Consumer Sentiment, GDP, PCE and Core PCE.Earnings:- NVDA, DG
Send us a textIn this episode I talk about:Macro debrief: PMI (Manufacturing and Services), Jackson Hole, the path to rate cuts and how I am positioning myself. Earnings focused on the consumer:- HD, LOW, WMT
Send us a textIn this episode I talk about:- Macro debrief: Inflation numbers: both CPI and PPI, Retail salesEarnings:- MNDY, CRCL- BLSH IPO
Send us a textIn this episode I talk about:- Palantir, their billion dollar quarter, strong growth, and lofty valuation- AMD, China restrictions, mixed earnings, and thoughts on the future- DIS, mixed results, strong turnaround in streaming growth coupled with weak traditional TV numbers.
Send us a textIn this episode I talk about- Consumer sentiment, Labour market, GDP, Inflation, and more importantly the hidden state of the economy after the recent non farm payroll revisions. Earnings of interest: - Primarily focus on payments in the wake of a growing stablecoin era: PYPL, V, MA- Big tech: MSFT, META, AAPL, AMZN
Send us a textIn this episode I talk about- Labour market, Housing market, Japan and other major pending deals.Earnings of interest: - ENPH, INTC, NOW, TSLA, GOOG, GOOGL
Send us a textIn this episode I talk about- Inflation updates, labour market, retail sales.Earnings of interest: - Banks summary - M&A activity, trading revenue, inflation outlook and net interest income, outlook on consumer sentiment and credit. - ASML, TSM, NFLX
Send us a textIn this episode I talk about- Labour market, unemployment rate, nonfarm payrolls, and the passing of the BBB. No earnings of interest this week. Instead, I discuss the eVTOL industry, and progress being made with flying taxis.Also talk about Figma's upcoming IPO and how the company separates itself from competitors. ARCH, JOBY, EH, EVTL
Send us a textIn this episode I talk about- CB Consumer confidence, New home sales, GDP, PCE, and trade deals2 earnings of interest:- MU, NKEAlso discuss Tesla's robotaxi rollout and my general thoughts on the market's current levels.
Send us a textIn this episode I talk about- Retails sales data from this last week and the much awaited Fed interest rate decision.No earnings of interest to cover this week, but I go through- Circle's IPO and dominant 2 week stock performance.- Meta's Scale AI deal, and brand new Oakley Gen AI glasses.
Send us a textIn this episode I talk about- Latest inflation data including CPI and PPI, the steadily worsening labour market, geopolitical tensions in the middle east and the tragic Air India accident.Earnings:- ORCL, CHWYAdditionally, sharing my thoughts on Apple's recent WWDC.
Send us a textIn this episode I talk about- Labour market showing resilience, Musk vs Trump, Trump and Xi.Earnings:- DG, DLTR, MDBFocusing on consumer defensives, how they've outperformed SPX ytd and why the future looks promising for them. MDB is more growth focused, but a valuable company that has been doing well both as a organisation and as a stock.
Send us a textIn 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 cybersecurity, what I like about both S and ZS, and what I think about Nvidia.
Send us a textIn 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 weakening consumer strength, sentiment, and rising delinquencies.
Send us a textIn 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 Skechers, and Dicks Sporting Goods acquiring Foot Locker. Focus is mainly on consumer and retail.
Send us a textIn 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 order, strength of the US economy, UK/US trade deal, potential China deal and more.Earnings:- PLTR, AMD, and CPNG
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