The FinanceNow Podcast

In this episode I talk about: Macro debrief: CPI, Core CPI, Michigan Consumer Sentiment Earnings: NFLX, INTC

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

Send us a text In this episode I talk about: Macro debrief: Powell speech, GDP, PCE, Core PCE, Michigan Consumer Sentiment Earnings: MU, COST

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.

Send us a text In this episode I talk about: Macro debrief: New Home Sales, CB Consumer Confidence, Michigan Consumer Sentiment, GDP, PCE and Core PCE. Earnings: - NVDA, DG

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

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 

Send us a text In this episode I talk about: - Palantir, their billion dollar quarter, strong growth, and lofty valuation - AMD, China restrictions, mixed earnings, and thoughts on the future - DIS, mixed results, strong turnaround in streaming growth coupled with weak traditional TV numbers.

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

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

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

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

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 discuss Tesla's robotaxi rollout and my general thoughts on the market's current levels. 

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. 

Send us a text In this episode I talk about - Latest inflation data including CPI and PPI, the steadily worsening labour market, geopolitical tensions in the middle east and the tragic Air India accident. Earnings: - ORCL, CHWY Additionally, sharing my thoughts on Apple's recent WWDC.

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.

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. 

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.

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.

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

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].

Send us a text In this episode I talk about earnings and outlook for: Tesla [TSLA] Alphabet [GOOG, GOOGL] ServiceNow [NOW] Intel [INTC]

Send us a text Focus on earnings of: Goldman Sachs, Citi, Bank of America, TSMC, Netflix.

Send us a text In 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. 

Send us a text In this episode, I talk about the recent tariffs from liberation day. I talk about the nature of these tariffs and what I believe the impact on consumers and companies might be. I briefly mention how I think about playing this market scenario. I move on to mentioning TSLA delivery numbers and how one of the worst performing mega cap stocks this year continues to disappoint. I lastly...