By Anurag Birla FinanceNow
FinanceNow
Podcast

FinanceNow

By Anurag Birla
46
0

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.

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.

46
0

Intels Recovery Shows Some Life

Episode in FinanceNow
In this episode I talk about: Macro debrief: CPI, Core CPI, Michigan Consumer Sentiment Earnings: NFLX, INTC
Business and industry 5 months
0
0
0
15:11

Time To Revolutionize Sports Gaming?

Episode in FinanceNow
Send us a text In this episode I talk about: Macro debrief: CB consumer confidence, JOLTs job openings, government shutdown Earnings: NKE Others: EA buyout, Open AI valuation
Business and industry 6 months
0
0
0
16:54

Consumers Want Value

Episode in FinanceNow
Send us a text In this episode I talk about: Macro debrief: Powell speech, GDP, PCE, Core PCE, Michigan Consumer Sentiment Earnings: MU, COST
Business and industry 6 months
0
0
0
16:00

It’s Not RKO, It’s RPO

Episode in FinanceNow
Send us a text In this episode I talk about: Macro debrief: PPI, CPI, Core CPI, Previous week labour market revisions Earnings: ORCL, ADBE Other: AAPL Event, Paramount and WBD rumours.
Business and industry 7 months
0
0
0
19:41

Resilience All Around

Episode in FinanceNow
Send us a text In 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
Business and industry 7 months
0
0
0
17:02

Black Monday For Monday.com

Episode in FinanceNow
Send us a text In this episode I talk about: - Macro debrief: Inflation numbers: both CPI and PPI, Retail sales Earnings: - MNDY, CRCL - BLSH IPO 
Business and industry 8 months
0
0
0
21:14

Microsoft Is Up In the Cloud

Episode in FinanceNow
Send us a text In 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
Business and industry 8 months
0
0
0
34:31

Solar’s Lack of Love, Intel’s Under-appreciated Quarter, and Continued AI Mania

Episode in FinanceNow
Send us a text In this episode I talk about - Labour market, Housing market, Japan and other major pending deals. Earnings of interest:  - ENPH, INTC, NOW, TSLA, GOOG, GOOGL
Business and industry 8 months
0
0
0
25:05

AI Chip Demand Just Doesn't End

Episode in FinanceNow
Send us a text In 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
Business and industry 9 months
0
0
0
18:56

Flying Taxis and Figma's Debut

Episode in FinanceNow
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
Business and industry 9 months
0
0
0
25:36

Euphoria vs Reality

Episode in FinanceNow
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 talk discuss Tesla's robotaxi rollout and my general thoughts on the market's current levels. 
Business and industry 9 months
0
0
0
25:30

Stablecoins, Unstable Valuation

Episode in FinanceNow
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. 
Business and industry 9 months
0
0
0
21:40

Time For Consumer Defensives

Episode in FinanceNow
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.
Business and industry 10 months
0
0
0
22:28

Chips and Cybersecurity

Episode in FinanceNow
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. 
Business and industry 10 months
0
0
0
29:13

Recession Worries Are Back

Episode in FinanceNow
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.
Business and industry 10 months
0
0
0
24:59

Consumer and Retail’s Reality

Episode in FinanceNow
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.
Business and industry 11 months
0
0
0
28:14

The Amazon Of...

Episode in FinanceNow
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
Business and industry 11 months
0
0
0
24:27

Big Tech Earnings Help Ease Recession Worries

Episode in FinanceNow
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].
Business and industry 11 months
0
0
0
32:50

Intel’s “Generational Comeback”?

Episode in FinanceNow
Send us a text In this episode I talk about earnings and outlook for: Tesla [TSLA] Alphabet [GOOG, GOOGL] ServiceNow [NOW] Intel [INTC]
Business and industry 11 months
0
0
0
26:52

If In Doubt, Maintain Forecasts

Episode in FinanceNow
Send us a text Focus on earnings of: Goldman Sachs, Citi, Bank of America, TSMC, Netflix.
Business and industry 12 months
0
0
0
25:21
You may also like View more
Rompiendo el Mercado En "Rompiendo el mercado", nuestro objetivo es desentrañar el fascinante mundo de la inversión en todas sus formas de manera accesible, práctica y transparente. Analizaremos la actualidad de los mercados, identificaremos áreas clave de interés y desvelaremos las herramientas que los expertos utilizan para prosperar en los mercados financieros. Un podcast presentado por Laura Guzmán, periodista especializada en economía y mercados financieros. Updated
Salud Financiera Bienvenidos a Salud Financiera. Un programa en directo diario dónde puedes aprender y preguntar sobre finanzas personales y mercados financieros. Disfruta de sus secciones y atrévete a preguntar lo que siempre has querido saber de forma gratuita. https://linktr.ee/MiSaludFinanciera Updated
Value Investing FM Podcast en el que Paco Lodeiro y Adrián Godás tenemos como objetivo ayudarte a rentabilizar ese dinero que tanto cuesta ganar y ahorrar a través de la inversión en bolsa mediante el método más seguro, sensato y rentable, el value investing. Updated
Go to Business and industry