The FinanceNow Podcast
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The FinanceNow Podcast

ABOUT THIS 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 thefinancenowpodcast@gmail.com or follow me on twitter @tfinancenowp, I'd love to hear from you.

Business
News
Investing
Business News
Hosts:
Update frequency:
every 9 days
Average audio length:
20 minutes
English
United States
49 episodes
since March 28, 2023
episodic
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IN THIS PODCAST 🔗

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LATEST EPISODE 🔗

Intels Recovery Shows Some Life

Intels Recovery Shows Some Life

In this episode I talk about: Macro debrief: CPI, Core CPI, Michigan Consumer Sentiment Earnings: NFLX, INTC
00:15:11
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PREVIOUS EPISODES

Time To Revolutionize Sports Gaming?

Time To Revolutionize Sports Gaming?

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
00:16:54
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Consumers Want Value

Consumers Want Value

Send us a text In this episode I talk about: Macro debrief: Powell speech, GDP, PCE, Core PCE, Michigan Consumer Sentiment Earnings: MU, COST
00:16:00
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It’s Not RKO, It’s RPO

It’s Not RKO, It’s RPO

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.
00:19:41
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The AI Trade Is Still On

The AI Trade Is Still On

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
00:17:30
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Resilience All Around

Resilience All Around

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
00:17:02
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Black Monday For Monday.com

Black Monday For Monday.com

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 
00:21:14
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Palantir’s Billion Dollar Quarter

Palantir’s Billion Dollar Quarter

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.
00:25:02
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Microsoft Is Up In the Cloud

Microsoft Is Up In the Cloud

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, …
00:34:31
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Solar’s Lack of Love, Intel’s Under-appreciated Quarter, and Continued AI Mania

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

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
00:25:05
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