The Mother of All Aviation Deals

The FinanceNow Podcast

#Trading #Business #Anurag Birla #Finance #Investing #Investment Research #Financial Markets #Stock Market #Equity Research #Industry Research #Business News #News

28:30

We're trying something different this week: a full post-show breakdown of every episode in the latest season of Black Mirror! Ari Romero is joined by Tudum's Black Mirror expert, Keisha Hatchett, to give you all the nuance, the insider commentary, and the details you might have missed in this incredible new season. Plus commentary from creator & showrunner Charlie Brooker! SPOILER ALERT: We're talking about the new season in detail and revealing key plot points. If you haven't watched yet, and you don't want to know what happens, turn back now! You can watch all seven seasons of Black Mirror now in your personalized virtual theater . Follow Netflix Podcasts and read more about Black Mirror on Tudum.com .…

2 года назад 19:44

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In this episode I talk about the last 2 weeks and the macroeconomic updates we've heard regarding interest rates, the Fed and inflation data. I also talk about Oracle, their incredible earnings and how they're gaining traction in their cloud infrastructure business. I then talk about the Indian airline industry, competition within and the monstrous deals that have recently occured.

26 эпизодов

The Mother of All Aviation Deals

The FinanceNow Podcast

published 2 года назад

MP3•Главная эпизода

Send us a text

26 эпизодов

#Trading #Business #Anurag Birla #Finance #Investing #Investment Research #Financial Markets #Stock Market #Equity Research #Industry Research #Business News #News

Все серии

The FinanceNow Podcast

1
A Game of Patience 26:28

4 дня назад26:28

26:28

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.…

The FinanceNow Podcast

1
Liberation Day or Isolation Day? 30:59

11 дней назад30:59

30:59

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 end on discussing Apple's new healthcare initiatives and a potential new thesis/driver for the worlds largest company. Few corrections: 19:12 - meant to say Musk not Trump. 24:19 - TSLA shares are down closer to 40% not 30%.…

The FinanceNow Podcast

1
Solar's Getting Nuked 22:42

25 weeks назад22:42

22:42

Send us a text In this episode, I talk about ENPH and how the fallout in preference from solar into nuclear has affected the earnings of the company. I also go through what I like about the company, my perceived value proposition, and my thoughts on their future. I move on to talking about TSLA, their recent earnings and how their portfolio as a company is shaping up to change the world drastically.…

The FinanceNow Podcast

1
AI Demand Slowing? Think Again. 23:52

26 weeks назад23:52

23:52

Send us a text In this episode I talk about some of the large investment banks and financial institutions, what rate cuts mean for their business outlook and briefly cover their solid earnings. I also talk a bit about TSM, the demand for AI chips, and what that means for companies like NVDA and Big Tech. I end with a bit about renewable energy, the recent small modular reactor deals and the demand for an environmentally friendly and cost efficient solution.…

The FinanceNow Podcast

1
Disney's Epic Quarter 23:06

1 year назад23:06

23:06

Send us a text In this episode I talk about earnings from PLTR and ARM and how the growth of AI as an industry spurs their growth. I also talk about RBLX and how I believe that it's more of an AI play than many may believe. I talk about PYPLs recent earnings, their layoffs and potential 2024 "turnaround year". I end discussing DIS, their blowout earnings, investment into Epic Games and scope for a continued comeback.…

The FinanceNow Podcast

1
"Year of Efficiency" Paid Dividends 21:22

1 year назад21:22

21:22

Send us a text In this episode, I start by talking about the FOMC meeting, likelihood of higher rates for longer and why there's no real need for the Fed to cut rates in March. I move on to discussing some earnings from the semiconductor sector, discussing ASML, Intel and AMD and then I end with Big Tech. I go through Amazons impressive Q4 earnings as well as the story of the week, Meta Platforms.…

The FinanceNow Podcast

1
Netflix Wants More 23:45

1 year назад23:45

23:45

Send us a text In this episode I talk about Netflix's outstanding earnings and how they've cemented their position as leaders in the streaming space. I also talk about their WWE Raw deal and what this means for content and potential future live sports streaming for the platform. I also talk about Comcasts surprise earnings and the strength of their growing peacock, NBCUniversal and theme parks business . I end with Tesla's disappointing quarter and year overall. A glum outlook for 2024 leaves little room for excitement in investors/shareholders.…

The FinanceNow Podcast

1
Stock Of The Year 19:26

2 years назад19:26

19:26

Send us a text In this episode, I talk about Adyen's massive sell of from last week as well as Grabs earnings and the road to profitability. I also talk about Zoom's earnings and how they plan to leverage AI as well as the "Stock Of The Year", NVIDIA, their surprise earnings and how they continue to dominate and surprise an already highly anticipated and hyped AI industry.…

The FinanceNow Podcast

1
Under The Sea 18:44

2 years назад18:44

18:44

Send us a text In this episode, I go through few key companies that I missed over the last month. I start with PLTR - talk about their earnings and how A LOT of growth at a fast rate is priced into their valuation currently. I run over big tech and their earnings too - no major upsets there and finally I end with the big story of the week/region; Sea Ltd. and their historic drop. I talk about Shopee's declining growth, Garenas decreasing revenue and whether Sea can pivot and come out of this storm.…

The FinanceNow Podcast

1
Big Bank Resilience 21:10

2 years назад21:10

21:10

Send us a text In this episode I discuss 4 major bank earnings (JPM, MS, BAC and GS). I talk about the effects the macroeconomic conditions have had on their net interest income and how they have fared through the turbulent "banking crisis" period. I also discuss TSLA, their earnings, cybertruck and FSD along with NFLX and their growing subscriber count, effects of password crackdown and their overall earnings.…

The FinanceNow Podcast

1
A Turnaround Tale For Disney? 16:48

2 years назад16:48

16:48

Send us a text In this episode I talk about Foxconn dropping out of the $19.5bn JV deal with Vedanta, I also talk about Adani Capital and the private equity race to acquire the financial arm of one of the largest conglomerates in the country. I talk a bit about the macro inflation data that came out this week and also elaborate more on the struggles Disney are facing, Bob Igers contract extension and whether a turnaround tale is on the cards.…

The FinanceNow Podcast

1
Musk vs Zuckerberg 23:55

2 years назад23:55

23:55

Send us a text In this episode I talk about the updated jobs data for this month, Apples manufacturing struggles and Tesla delivery prowess. I also talk about the much anticipated Threads by Instagram and the threat that they pose to Twitter both from a users perspective and an ad revenue perspective. I wrap up with a brief half year review of how the market has done up until this point and what we can potentially expect going forward. Note: Apologies! I accidentally said 500 million units instead of 5 million units (what I intended to say) for Goldman Sachs' prediction for Apples Vision Pro sales in the first year.…

The FinanceNow Podcast

1
We Don't Want Economic Warfare 15:20

2 years назад15:20

15:20

Send us a text In this episode, I talk about Walgreens Boots Alliance, their earnings and the impact of inflation on the consumer discretionary sector. I also talk about Microns earnings, their ban from China, entry into India and the wider regulatory landscape on the chip sector and potential economic warfare. I briefly talk about newly approved "lab grown meat" and the current situation as well as the potential of the industry.…

The FinanceNow Podcast

1
The Mother of All Aviation Deals 19:44

2 years назад19:44

19:44

Send us a text In this episode I talk about the last 2 weeks and the macroeconomic updates we've heard regarding interest rates, the Fed and inflation data. I also talk about Oracle, their incredible earnings and how they're gaining traction in their cloud infrastructure business. I then talk about the Indian airline industry, competition within and the monstrous deals that have recently occured.…

The FinanceNow Podcast

1
"$3500 Ski Goggles" 23:30

2 years назад23:30