The Investor's Diary

Fewer babies today means fewer workers tomorrow. This episode explores the global fertility collapse, the growing pension burden, failed government incentives, and why demographics may be the biggest long-term risk to economic growth.

Commodities had a massive year in 2025 — from gold and copper to uranium and oil. We break down why the rally happened, what the Glencore–Rio Tinto talks signal about the cycle, and what 2026 could look like for real assets.

Donald Trump has reportedly taken Venezuela’s president into U.S. custody — a move with huge geopolitical, economic and market implications. We break down what it means for oil, sanctions, emerging markets and global risk.

From Black Friday to Dry January, consumer spending follows a surprisingly predictable cycle. In this episode, we break down the behavioural economics behind holiday overspending, the New Year ‘reset trade’, and who really profits when motivation fades and habits take over.

Australia banned social media for kids… and chaos followed. We unpack what sparked the law, why the rollout has stumbled, how teens are dodging the rules, and what governments should really be targeting if they want to fix online harm.

Inside the Fed rate Cut, the real risks behind the decision, and a cautious outlook for 2026

This started as a simple question: should Netflix be allowed to buy Warner Bros? And then it spiralled into politics, power, and the future of media. We break it down without the outrage and explain why Netflix might not be the villain everyone thinks it is.

In this episode, Parth and Abdul discuss the biggest IPO in Australia since 2021 - Guzman Y Gomez. They also dive into the European IPO market, discuss the two candidates for the US elections, and last have their usual crypto chat.

In this episode, Parth & Abdul the ongoing attempt from BHP to acquire Anglo American. They also explore the recent surge in the popularity of Ozempic, and the recent revitalisation of the Gamestop meme stock saga. Lastly, they briefly explored the Open AI’s newest release - ChatGPT4o.

In this episode, Parth & Abdul return to the podcast to discuss their latest life updates: Parth working in a sell-side role at a bank, with Abdul working in a buy-side position with a fund manager, both based in Sydney. They dive deeper into their respective roles, give advice for students looking to break into the industry, and discuss the plan moving forward.

In this episode, Abdul breaks down the key takeaways from the 2024 World Economic Forum in Davos. From the societal impact of AI to digitization for sustainability, regulatory tipping points, and the debut of crypto ETFs, he explores the dynamic discussions that unfolded at this global gathering. Join us for a concise journey through the highlights that are reshaping our world.

In this episode, Abdul navigates the complex currents of global affairs. He unravels the strategic maritime maeuvering of many big shipping companies and discusses the economic implications of these developments. He then shifts focus to the US economy, dissecting the Consumer Price Index inflation report and its implications for the bond markets. Additionally, he delves into the groundbreaking app...

In this episode, Abdul dives into the financial whirlwind of gold's surge and market behaviour. Explore the mysteries behind gold's record high, challenge conventional wisdom on real rates, and dissect the market frenzy post-Federal Reserve meeting. Join us for insightful analysis and a touch of humor as we navigate the unpredictable landscape of global finance.

In this episode Abdul dives into the volatile world of tech stocks. Join the conversation as we dissect the recent performance of industry giants such as Nvidia, Google, Apple, Amazon, Microsoft, and Meta. He also discusses the intricate relationship between interest rate hikes, inflation concerns, and the ever-sensitive stock market and there is also discussion about the possibility of rate hikes...

In the episode Abdul starts the discussion in the Eurozone, which has witnessed the recent dip in inflation to 2.9%, raising questions about the region's economic policy and the European Central Bank's next moves. He then shifts focus to the United States, where a staggering $1 trillion is allocated for interest payments, signalling concerns about debt, deficits, and rising interest rates. Then, h...

In this episode, Abdul delves into the world of finance and geopolitics, offering insights into safe haven trades during times of geopolitical tension. The discussion covers key safe haven assets like the Japanese yen, gold, bitcoin, and oil, analyzing their historical performance and their role in hedging against uncertainty. Additionally, the episode explores the evolving landscape of private eq...

In this episode, Parth & Abdul interviewed Julian Khursigara, who is the co-founder of Search Party Property. They discussed Julian's upbringing, personal believes and motivations, and what problem his company aims to solve.

In this episode, Parth & Abdul catch up with a tech mogul who they previously interviewed 5 months ago. They discuss his latest startup, his hiring philosophy and his retirement goals.

In this episode, Abdul delved into the intriguing world of bond markets, where historic shifts are shaking the foundations of traditional investment strategies, he explored the factors behind the disconnect between stocks and bonds, from rising Treasury yields to inflation concerns and government funding risks. He also explored the recent surge of the US dollar and its potential impact on global e...

In this episode, Abdul explored the global financial landscape, where central banks from different corners of the world have hit the pause button on rate hikes. He also shined a spotlight on the energy sector, where oil supply shortages have been making headlines. Tune in for updates on the Amazon lawsuit that has been capturing attention and updates on the Instacart IPO debut.

In this episode, Abdul discussed the latest IPOs from Arm and Instacart, providing valuable insights for potential investors. He also discussed The European Central Bank's decision to raise interest rate and analyzed its potential impact on the global economy. He also examines the concerning trend of rising US inflation and its implications and lastly explores the consequences of Bernard Looney's...

In this episode, Abdul explored the latest in global finance and diplomacy on "Global Insights, he spoke about the key takeaways from the G20 summit, updates on the ARMS IPO, the expanding BRICS group, and the groundbreaking UBS deal. Gain a comprehensive understanding of these significant developments and their global implications.

In this episode, Parth & Abdul discuss the reasons behind the weakening AUD against foreign currencies. Additionally, they discuss the upcoming Arm IPO, the accumulation of AI chips from Saudi Arabia, and the Friendtech craze in Crypto.

In this episode, Parth & Abdul discuss the recent earnings releases in the financial sector. Furthermore, they discuss the Microsoft acquisition of Activision and its potential ripple effects on the gaming industry, and the "Taylor Swift Effect" singlehandedly battling recession.

In this episode, Parth & Abdul dive deep into the value drivers behind the Real Estate market and discuss the key trends impacting the future of the industry.