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.
Send us a text In 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 text In this episode I talk about - CB Consumer confidence, New home sales, GDP, PCE, and trade deals 2 earnings of interest: - MU, NKE Also discuss Tesla's robotaxi rollout and my general thoughts on the market's current levels.
Send us a text In 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 text In 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, CHWY Additionally, sharing my thoughts on Apple's recent WWDC.
Send us a text In this episode I talk about - Labour market showing resilience, Musk vs Trump, Trump and Xi. Earnings: - DG, DLTR, MDB Focusing 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 text In this episode I talk about - Tariff court ruling, consumer sentiment (both CB and Michigan), PCE, GDP, and Labour market. Earnings: - NVDA, S and ZS Focusing 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 text 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 TGT Continuing the theme of consumer and retail in light of weakening consumer strength, sentiment, and rising delinquencies.
Send us a text In this episode I talk mainly about The big macro: - CPI, Core CPI, PPI, Consumer Sentiment, Powells Speech, and Retail Sales Earnings: - WMT, and ONON Additionally 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 text In this episode I talk about The 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...
Send us a text 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 [AAPL], Amazon [AMZN].
Send us a text In this episode I talk about earnings and outlook for: Tesla [TSLA] Alphabet [GOOG, GOOGL] ServiceNow [NOW] Intel [INTC]
Send us a text Focus on earnings of: Goldman Sachs, Citi, Bank of America, TSMC, Netflix.
Send us a text 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 Dimon had to say this week. Briefly touch on MS, BLK, and WFC earnings as well.
Send us a text 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. I move on to mentioning TSLA delivery numbers and how one of the worst performing mega cap stocks this year continues to disappoint. I lastly end on discussing Apple's new healthcare initiatives and a potential new thesis/driver for the worl...
Send us a text 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 future. I move on to talking about TSLA, their recent earnings and how their portfolio as a company is shaping up to change the world drastically.
Send us a text 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 that means for companies like NVDA and Big Tech. I end with a bit about renewable energy, the recent small modular reactor deals and the demand for an environmentally friendly and cost efficient solution....
Send us a text 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, their layoffs and potential 2024 "turnaround year". I end discussing DIS, their blowout earnings, investment into Epic Games and scope for a continued comeback....
Send us a text 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 ASML, Intel and AMD and then I end with Big Tech. I go through Amazons impressive Q4 earnings as well as the story of the week, Meta Platforms.
Send us a text 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 streaming for the platform. I also talk about Comcasts surprise earnings and the strength of their growing peacock, NBCUniversal and theme parks business . I end with Tesla's disappointing quarter and year overall. A glum outlook for 2024 leaves li...
Send us a text 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 surprise earnings and how they continue to dominate and surprise an already highly anticipated and hyped AI industry.
Send us a text 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 earnings too - no major upsets there and finally I end with the big story of the week/region; Sea Ltd. and their historic drop. I talk about Shopee's declining growth, Garenas decreasing revenue and whether Sea can pivot and come out of this sto...
Send us a text 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 discuss TSLA, their earnings, cybertruck and FSD along with NFLX and their growing subscriber count, effects of password crackdown and their overall earnings....
Send us a text 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 about the macro inflation data that came out this week and also elaborate more on the struggles Disney are facing, Bob Igers contract extension and whether a turnaround tale is on the cards....
Send us a text 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 perspective and an ad revenue perspective. I wrap up with a brief half year review of how the market has done up until this point and what we can potentially expect going forward. Note: Apologies! I accidentally said 500 million units inste...
Send us a text 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 landscape on the chip sector and potential economic warfare. I briefly talk about newly approved "lab grown meat" and the current situation as well as the potential of the industry....
Send us a text 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 infrastructure business. I then talk about the Indian airline industry, competition within and the monstrous deals that have recently occured.
Send us a text 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 innovation and the concept of spatial computing and my opinion on the overall direction. I briefly conclude with some comments on the crypto industry with the SEC vs Binance & Coinbase....
Send us a text 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 (Tickers: AI and CRM) that had underwhelming guidance for the coming quarters/year. I go through their earnings and what caused the stock prices to fall and my take on their futures....
Send us a text In this epsiode I talk about Zooms recent earnings and how their growth is consistently slowing down. I talk about the much awaited Nvidia earnings that blew expectations out the water and the importance their guidance and earnings play in the wider outlook of AI. In light of semiconductor company earnings, I also address the 8% drop in Analog Devices stock price after a (not so) terrible earnings....
Send us a text In this episode, I talk about the prospects of the Micrsoft/Activision deal going through after the EU regulators approval. I also address earnings from some other gaming companies including Roblox and Take Two Interactive. Lastly, I briefly touch on C3.AI and their positively updated numbers for this quarter.
