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The FinanceNow Podcast

FinanceNow
The FinanceNow Podcast
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  • The Amazon Of...
    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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    24:27
  • Big Tech Earnings Help Ease Recession Worries
    Send us a textIn 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].
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    32:50
  • Intel’s “Generational Comeback”?
    Send us a textIn this episode I talk about earnings and outlook for:Tesla [TSLA]Alphabet [GOOG, GOOGL]ServiceNow [NOW]Intel [INTC]
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    26:52
  • If In Doubt, Maintain Forecasts
    Send us a textFocus on earnings of: Goldman Sachs, Citi, Bank of America, TSMC, Netflix.
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    25:21
  • A Game of Patience
    Send us a textIn 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. 
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    26:28

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About 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 [email protected] or follow me on twitter @tfinancenowp, I'd love to hear from you.
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