The FinanceNow Podcast - podcast cover

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.

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Episodes

The Streaming Wars

Send us a text In this episode, I go talk about earnings from Netflix, Paramount Global, Warner Bros. Dicovery and Disney and also talk about the general outlook of the streaming industry. I also talk about the importance of multiple revenue streams, content quality and how it affects profitability and sustainance of a streaming service. Towards the end, I briefly talk about the significance of writers strike on the industry....

May 12, 202317 minEp. 7

We All Love Apple

Send us a text In this episode, I briefly go over the Fed's interest rate decision this previous Wednesday and what J Powell had to say over the banking sector. I mainly focus on earnings of AMD, Qualcomm and Apple and contextualise their outlook relative to the wider smartphone/PC market.

May 05, 202312 minEp. 6

Let's Talk Big Tech

Send us a text In this episode, I do a bit of an earnings wrap and talk about some of the big tech companies earnings this week. I go through Microsoft, Alphabet, Meta and also do a slight preview for Amazon (I recorded this prior to their earnings). I also add a bit about what we can expect going forward and my sentiments on the companies.

Apr 28, 202311 minEp. 5

Inflation, Inflation, Inflation...and Roblox

Send us a text In this episode, I go through the basic economics of inflation and how its caused and measured. I talk about how our current inflationary scenario came to be and whether we're likely to see a soft vs hard landing by the Fed. I also talk about Roblox (a company I like and follow) and explain their 12% stock drop based on their March metrics.

Apr 21, 202311 minEp. 4

Tesla, BYD and The EV Industry

Send us a text In preparation for their earnings call on the 19th of April, I take a look at Tesla's Q1, and see what their delivery and production numbers, price cuts and megafactory mean for their business. I also talk a bit about their largest EV competitor, BYD and how they compare, especially in the Chinese market.

Apr 17, 202311 minEp. 3

SVB, Credit Suisse and the Wider Banking Sector

Send us a text In this episode, I dive into the banking crisis and what exactly happened to Silvergate Capital, Silicon Valley Bank and Signature Bank. I also discuss the waterfall effect on Credit Suisse and the underlying problems that led to it being acquired by UBS.

Apr 05, 202311 minEp. 2

Generative AI, ChatGPT and AI Market Trends

Send us a text In this episode, I mainly talk about Generative AI, potential use cases, benefits and drawbacks, and overall future outlook of the technology. I also skim over the AI market as a whole, the opportunity it presents, ChatGPT and the newly launched, GPT 4.

Mar 29, 202310 minEp. 1

FinanceNow Trailer

Send us a text Hey everyone, I'm your host, Anurag Birla. Here's just a glimpse of what is to come. I hope to get as many people along with me on this research journey as I take a deeper dive into several different topics, industries and companies of financial interest. Welcome to FinanceNow.

Mar 28, 20231 min
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