Sneh Mehta, Matt Munson
Nobody Knows
Nobody Knows is a casual conversation between friends about the unpredictability of the stock market, economics, and money.
Auteur
Sneh Mehta, Matt Munson
Catégorie
Site du podcast
Dernier épisode
31 mai 2026
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Épisodes
The $2 Trillion Rocket, AI Valuations, Market Sentiment & The Return of Software 31.05.2026 49:20
00:00 Market Momentum and Trends 08:53 Software Sector Resurgence 18:02 AI and Market Valuations 26:53 IPO Dynamics and Market Rebalancing 31:11 The SpaceX IPO and Market Dynamics 33:50 Selling Pressure and Portfolio Rebalancing 36:35 Valuation Concerns and Market Sentiment 39:09 Long-Term Perspectives on SpaceX 43:53 Market Reactions to Economic Indicators 46:45 Future Outlook Disclaimer: The con...
The Hardest Job In America, Hot Economic Prints, Nvidia Earnings Week 17.05.2026 39:56
00:00 Market Overview and Recent Trends 13:15 Real Estate Insights and Rate Cuts 25:16 Market Sentiment and Future Predictions 25:29 Market Trends and Earnings Predictions 27:24 Consumer Price Index and Inflation Impact 32:11 The Future of Inflation and Investment Strategies 36:59 Navigating Economic Challenges and Federal Reserve Decisions 43:30 Preparing for Market Volatility and Strategic Insig...
The Fed, AI CapEx, and the Big Tech Earnings 03.05.2026 54:25
00:00 Introduction to the Nobody Knows Podcast 26:32 Federal Reserve Meeting Insights 29:43 Jerome Powell's Leadership and Challenges 35:21 Market Dynamics and Economic Indicators 36:38 Oil Prices and Economic Implications 40:08 CapEx and AI Spending Trends 43:41 Meta's Earnings and Market Sentiment 47:46 Google's Revenue Backlog and Future Earnings 50:49 Microsoft's Earnings and M...
Chips N Dips 28.04.2026 59:11
00:00 Market Overview and Current Trends 01:54 The Semiconductor Sector Surge 11:16 AI: Bubble or Boom? 18:41 Understanding Semiconductors and Their Impact 25:00 The Impending SpaceX IPO and Market Implications 29:56 The Anticipation of IPOs 35:18 The Impact of Tim Cook's Leadership at Apple 42:31 Transitioning Leadership: The Future of Apple 46:58 Market Sentiment and Upcoming Earnings Report...
Strait Up Hormuz 18.04.2026 46:19
00:00 Market Overview and Recent Trends 05:05 Geopolitical Impacts on Oil Prices 10:05 Market Psychology and Investment Strategies 19:46 Long-Term Investment Perspectives 27:22 Understanding Inflation and Wealth Growth 31:39 The Importance of Long-Term Investment 36:05 AI Disruption in the Software Sector 41:29 Salesforce's Innovative Approach to AI 46:33 Market Trends and Upcoming Earnings
Pilot Episode 12.04.2026 32:08
00:00 Introduction to the Podcast and Market Overview 01:42 Current Market Trends and Geopolitical Impacts 06:42 Presidential Cycles and Market Volatility 10:04 Commodities and Their Influence on the Market 15:32 Earnings Season and Company Guidance 20:37 Financial Sector Dynamics and Interest Rates 25:27 Future Market Predictions and Closing Thoughts
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