The FinanceNow Podcast

Episode

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  Intels Recovery Shows Some Life 26.10.2025 15mnt

  In this episode I talk about:Macro debrief: CPI, Core CPI, Michigan Consumer SentimentEarnings: NFLX, INTC
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  Time To Revolutionize Sports Gaming? 05.10.2025 16mnt

  Send us a textIn this episode I talk about:Macro debrief: CB consumer confidence, JOLTs job openings, government shutdownEarnings: NKEOthers: EA buyout, Open AI valuation
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  Consumers Want Value 28.09.2025 16mnt

  Send us a textIn this episode I talk about:Macro debrief: Powell speech, GDP, PCE, Core PCE, Michigan Consumer SentimentEarnings: MU, COST
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  It’s Not RKO, It’s RPO 14.09.2025 19mnt

  Send us a textIn this episode I talk about:Macro debrief: PPI, CPI, Core CPI, Previous week labour market revisionsEarnings: ORCL, ADBEOther: AAPL Event, Paramount and WBD rumours.
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  The AI Trade Is Still On 31.08.2025 17mnt

  Send us a textIn this episode I talk about:Macro debrief: New Home Sales, CB Consumer Confidence, Michigan Consumer Sentiment, GDP, PCE and Core PCE.Earnings:- NVDA, DG
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  Resilience All Around 24.08.2025 17mnt

  Send us a textIn 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
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  Black Monday For Monday.com 18.08.2025 21mnt

  Send us a textIn this episode I talk about:- Macro debrief: Inflation numbers: both CPI and PPI, Retail salesEarnings:- MNDY, CRCL- BLSH IPO 
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  Palantir’s Billion Dollar Quarter 10.08.2025 25mnt

  Send us a textIn 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.
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  Microsoft Is Up In the Cloud 03.08.2025 34mnt

  Send us a textIn 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
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  Solar’s Lack of Love, Intel’s Under-appreciated Quarter, and Continued AI Mania 27.07.2025 25mnt

  Send us a textIn this episode I talk about- Labour market, Housing market, Japan and other major pending deals.Earnings of interest: - ENPH, INTC, NOW, TSLA, GOOG, GOOGL
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  AI Chip Demand Just Doesn't End 20.07.2025 18mnt

  Send us a textIn 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
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  Flying Taxis and Figma's Debut 06.07.2025 25mnt

  Send us a textIn 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
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  Euphoria vs Reality 29.06.2025 25mnt

  Send us a textIn this episode I talk about- CB Consumer confidence, New home sales, GDP, PCE, and trade deals2 earnings of interest:- MU, NKEAlso discuss Tesla's robotaxi rollout and my general thoughts on the market's current levels. 
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  Stablecoins, Unstable Valuation 22.06.2025 21mnt

  Send us a textIn 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. 
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  Oracle’s Might and Chewy’s Bite 15.06.2025 21mnt

  Send us a textIn 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, CHWYAdditionally, sharing my thoughts on Apple's recent WWDC.
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  Time For Consumer Defensives 09.06.2025 22mnt

  Send us a textIn this episode I talk about- Labour market showing resilience, Musk vs Trump, Trump and Xi.Earnings:- DG, DLTR, MDBFocusing 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.
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  Chips and Cybersecurity 31.05.2025 29mnt

  Send us a textIn this episode I talk about- Tariff court ruling, consumer sentiment (both CB and Michigan), PCE, GDP, and Labour market.Earnings:- NVDA, S and ZSFocusing on semiconductor and cybersecurity - why I like cybersecurity, what I like about both S and ZS, and what I think about Nvidia. 
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  Recession Worries Are Back 25.05.2025 24mnt

  Send us a textIn 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 TGTContinuing the theme of consumer and retail in light of weakening consumer strength, sentiment, and rising delinquencies.
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  Consumer and Retail’s Reality 17.05.2025 28mnt

  Send us a textIn this episode I talk mainly aboutThe big macro:- CPI, Core CPI, PPI, Consumer Sentiment, Powells Speech, and Retail SalesEarnings:- WMT, and ONONAdditionally talk about 2 M&A deals: 3G Capital acquiring Skechers, and Dicks Sporting Goods acquiring Foot Locker. Focus is mainly on consumer and retail.
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  The Amazon Of... 10.05.2025 24mnt

  Send us a textIn this episode I talk aboutThe 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