Listen to a podcast, please open Podcast Republic app. Available on Google Play Store and Apple App Store.
Episode | Date |
---|---|
Episode 127 – US-China Make Peace in Switzerland For Now, India and UK Sign a Historical Trade Deal, and Why I Have Lost Confidence in Nike’s Management
|
May 13, 2025 |
Episode 126 – Microsoft and Meta Distract US Investors from Tariff Woes, SUVs Help Indian Automakers in April, and Lululemon Just Can’t Catch a Break
|
May 06, 2025 |
Episode 125 – Trump Sends Gifts to the Markets (for a Change), India’s Trade Agreement with the US Shaping Up Nicely, and Why is Everyone Hating on Nvidia
|
Apr 29, 2025 |
Episode 124 – Trump vs Powell Takes a Dark Turn, Are Indian Markets Back in Vogue, and Why FedEx Management Continues to Confound Me
|
Apr 22, 2025 |
Episode 123 – Wall Street Goes on One of the Wildest Rollercoaster Rides in History, Can India capitalize on the Tariff Pause, and Why the Selloff in Adobe is Unjustified
|
Apr 15, 2025 |
Episode 122 – Trump’s Liberation Day Becomes Investors’ Worst Nightmare, Indian Automakers Finish FY25 on a High, and Why I Find a Fantastic Investment Opportunity in Oracle
|
Apr 09, 2025 |
Episode 121 – Are Trump’s Tariffs Killing American Exceptionalism, An Eventful End to FY25 for Indian Markets, and Why I am Buying the Recent Correction in Salesforce
|
Apr 01, 2025 |
Episode 120 – Fed Chair Powell Brings Back Memories of 2022, Musk’s Partnership with Ambani and Mittal a Game Changer for Indian Telecom, and Why Google’s Parent Can’t Catch a Break
|
Mar 25, 2025 |
Episode 119 – U.S. Consumer is Feeling Pretty Low on the Economy, Latest Data Confirms India’s Growth Story, and Why I Cashed Out of Microsoft
|
Mar 18, 2025 |
Episode 118 – Trump’s Tariffs Bring a Whole New Meaning to Volatility, Indian Auto Sales Ease Off the Gas, and the Uber Conundrum
|
Mar 11, 2025 |
Episode 117 – Not Even Nvidia Can Outmatch President Trump, Bloodbath at Dalal Street Despite Positive GDP Data, and What to Make of Starbucks
|
Mar 04, 2025 |
Episode 116 – US Consumer Confidence Takes a Significant Hit, Is the Worst Over for the Indian Economy, and Why Netflix Continues to Remain an Investor Darling
|
Feb 25, 2025 |
Episode 115 – US Inflation Data Comes in Hot Even As Trump Ups His Tariff Game, RBI Gets a Gift from India’s CPI Print, and Goldman Sachs Marks Its Return
|
Feb 16, 2025 |
Episode 114 – US Jobs Report Lends Support to the Fed’s Stance on Rate Cuts, Indian Automakers Start 2025 With a Whimper, and JPMorgan Makes Its Debut
|
Feb 10, 2025 |
Episode 113 – DeepSeek Saga Brutally Exposes the Irrational Exuberance of the AI Trade, Budget 2025 Should Turbocharge Consumer Spending, and FedEx Finally Answers My Prayers
|
Feb 04, 2025 |
Episode 112 – Trump 2.0 Offers Fed Plenty to Think, Indian Automakers Gear Up for the EV Revolution, and Why Salesforce is my Top Pick for 2025
|
Jan 26, 2025 |
Episode 111 – CPI Report Reverses the Negativity of the Jobs Report, Are Investors Losing Faith in Indian Markets, and Why Adobe’s Recent Weakness Is a Beautiful Opportunity for Long-Term Investors
|
Jan 19, 2025 |
Episode 110 – December Jobs Report Boosts Treasury Yields While Wiping Out Stocks, Indian Automakers End 2024 on a Strong Footing, and Why Lululemon Deserves Your Love
|
Jan 12, 2025 |
Episode 109 – US Economy Sees Jobs Bouncing Back, SUVs Keep Revving Up Sales of Indian Automakers, and Why One Really Needs to Look at Google Parent Alphabet
|
Dec 08, 2024 |
Episode 108 – Trump’s Tariff Threats Not Strong Enough to Ruin Markets’ Thanksgiving Party, India’s Latest GDP Data Falls Short of Expectations, and Why There is No Stopping Netflix
|
Dec 01, 2024 |
Episode 107 – Nvidia Has a Blowout Quarter Yet Why Were Investors Unhappy, RBI’s latest inflation headache, and why Oracle has had a stellar year
|
Nov 24, 2024 |
Episode 106 - My Interview with Charles Sunnucks of Oldfield Partners
|
Nov 17, 2024 |
Episode 105 – Trump 2.0, Powell and Their Impact on US Markets, India Inc’s Lackluster Q2 Earnings, and Why I Continue to Avoid FedEx
|
Nov 10, 2024 |
Episode 104 – The US Economy Remains Resilient Ahead of the Biggest Week of the Year, Indian Automakers Have a Stellar Festive Season, and Why The Recent Weakness in Adobe Could be A Good Time to Buy
|
Nov 03, 2024 |
Episode 103 – US Q3 Earnings Season Off To a Great Start Thanks to the Banks, Inflation Rears Its Ugly Head Again in India, and Platformization Seems to Work Well for Palo Alto Networks
|
Oct 27, 2024 |
Episode 102 – US Inflation Shows Its Wonkiness, RBI Opens Door for Rate Cuts, and Why There’s No Stopping Nvidia
|
Oct 13, 2024 |
Episode 101 - US Jobs Report Raise Hopes of Soft Landing, September Belonged to India's Two Wheelers, and why Walmart Continues to Shine
|
Oct 06, 2024 |
100th Episode Special: My Interview with Dr Ryan Lemand of Neovision Wealth Management
|
Sep 22, 2024 |
Episode 99 – Why the Time has Come to Focus on Uber’s AV Moves
|
Sep 08, 2024 |
Episode 98 – Fed Chair Powell Banishes the Demons of Jackson Hole 2022, Meeting Minutes Show RBI’s Worry Regarding Food Inflation, and Microsoft Makes Its Debut
|
Aug 25, 2024 |
Episode 97 – Inflation and Retail Sales Bring Happiness Back to the US Markets, Don’t Get too Excited About India’s Latest Inflation Data, and Why I Like Google’s Parent Company
|
Aug 18, 2024 |
Episode 96 – The Week Where US Markets Looked Like a Trading Simulator, Why the RBI is Right to Keep Rates Unchanged, and Time to Get Out of UPS
|
Aug 11, 2024 |
Episode 95 – The US Economy Flashes Warning Signs, The AI Trade Continues to Suffer, Indian Automakers Finally Starting to Lose Steam, and Why Nobody Can Dethrone Netflix At Present
|
Aug 04, 2024 |
Episode 94 – Google’s Earnings Offer More Fuel to the Great Rotation Trade, FM Sitharaman Delivers a Solid Budget, and why Turbulent Skies Lie Ahead for Delta Air Lines
|
Jul 28, 2024 |
Episode 93 – US Markets Witness the Great Rotation Before Being Blindsided by the ‘Blue Screen of Death,’ Indian Stock Markets Give the RBI a New Headache, and Why I am Disappointed with Nike
|
Jul 21, 2024 |
Episode 92 – Inflation Report Pleases One Central Bank While Disappointing the Other, Why Climate Change Needs to be Seriously Considered by the RBI, and why I am Changing my Opinion on FedEx
|
Jul 14, 2024 |
Episode 91 – US Markets Get a Double Boost Thanks to Rate Cuts Joining the AI Party, Bajaj Auto Transforms the 2-Wheeler Space, and why I am Gung-Ho About Adobe and its AI Tools
|
Jul 07, 2024 |
Episode 90 – US Markets Choose AI Over Fed During First Half of 2024, A Much Needed Tariff Boost to India’s Telecom Players, and why I like Oracle as an AI Play
|
Jun 30, 2024 |
Episode 89 – Nvidia Makes Investors Forget Everything Else Including the Fed, Why Weather is Playing Spoilsport in RBI’s Fight Against Inflation, and why I am doubling down on Lululemon
|
Jun 23, 2024 |
Episode 88 – Apple and Inflation Both Boost Markets Even as Fed Doubles Down on Data-Dependency, Indian Automakers Register Robust Growth in May and Salesforce Faces the Heat
|
Jun 16, 2024 |
Episode 87 – Fed is Back on Investors’ Minds Even as Nvidia Hits $3 Trillion, Why Investors Shouldn’t Fear the Surprise Indian Election Results, and My Take on Retail Giant Walmart
|
Jun 09, 2024 |
Episode 86 – Stop Talking AI If You Can’t Make Money From It Say Investors, There’s No Stopping India’s Economy, and why I am Ready to Buy Palo Alto Networks
|
Jun 02, 2024 |
Episode 85 – Nvidia’s Gift Not Enough for Investors, The Conundrum Facing Indian Investors, and Why Even a Mega Acquisition May Not Be Enough to Save Home Depot
|
May 26, 2024 |
Episode 84 – Inflation Data Delivers a Positive Surprise, India Inc’s Attention Switches to Monsoon Season, and why Investors Don’t need to panic about Uber
|
May 19, 2024 |
Episode 83 – Corporate Earnings Come to the Markets’ Rescue, Indian Automakers Start New Fiscal Year with a Bang, and Why Investors Have Misunderstood Netflix
|
May 12, 2024 |
Episode 82 – Mag Seven’s Week of Reckoning, RBI Minutes Confirm Worries on Food Inflation, and why I See An Opportunity in Nike
|
Apr 21, 2024 |
Episode 81 – Inflation Remains More Persistent in the US But Less So in India, and why I think Long-Term Investors Need to Remain Calm About Lululemon
|
Apr 14, 2024 |
Episode 80 – Investor Enthusiasm Takes a Breather Due to Rate Cut Worries, Indian Automakers End FY24 on a High, and why I Believe Adobe Can Still be an AI Beneficiary
|
Apr 07, 2024 |
Episode 79 – Inflation Remains Sticky in the US and India and why Oracle Could be an AI Beneficiary
|
Mar 17, 2024 |
Episode 78 – Powell’s Testimony and the US Jobs Report Give Green Light for Rate Cuts, India’s Fuel Consumption Data Shows Offers Evidence of Strong Economic Growth, and Why I am a Fan of Domino’s
|
Mar 10, 2024 |
Episode 77 – US Inflation Heads in the Right Direction as All Eyes Turn to the Fed, Indian Automakers Sustain Their Sales Growth, and Why I am Bullish on Salesforce and its AI Efforts
|
Mar 03, 2024 |
Episode 76 – This is Nvidia’s World and Even the Fed is just Living in It, What Has Gone Wrong with India’s Tech Darlings, and why Palo Alto Networks Deserves More Praise
|
Feb 26, 2024 |
Episode 75 – Inflation Data in the US Kills Irrational Exuberance Regarding Rate Cuts, India’s Inflation Moderates But Risks Remain, and Uber Attains Maturity Status
|
Feb 18, 2024 |
Episode 74 – US Markets Continue to Party on The Back of a Robust Earnings Season, Indian Autos Start the New Year with a Bang, and why Delta Air Lines has all the Reasons to Fly High
|
Feb 11, 2024 |
Episode 73 – Inflation Data in the US and India Suggests Central Banks’ Strategies Are Going According to Plan and an Update on Lululemon Athletica
|
Jan 14, 2024 |
Episode 72 – Markets Start the New Year with a Whimper, Indian Automakers end 2023 on a High, and my Take on Nike’s Q2 Earnings
|
Jan 07, 2024 |
Episode 71 – Jobs Data Shows that U.S. Labor Market Remains Strong, Indian Automakers Set to End the Year on a High, and my take on Foot Locker’s Q3 Earnings
|
Dec 10, 2023 |
Episode 70 – Drama Surrounding ChatGPT Takes Centre Stage During Thanksgiving Week, Ambani vs Mittal Set to Hit the Space, and my take on Lowe’s Q3 Earnings
|
Nov 26, 2023 |
Episode 69 - Fed on Track to Win Inflation Battle, RBI's New Rule Likely to Affect NBFCs, and My Take on Home Depot's Q3 Earnings
|
Nov 19, 2023 |
Episode 68 - Powell Remains Unconvinced About Inflation, Indian Autos Clock Yet Another Month of Record Sales, and my Take on Uber's Q3 Earnings
|
Nov 12, 2023 |
Episode 67 - The US 10-Year Yield Makes a Roaring Comeback, A Snapshot of India Inc's Q2 Earnings So Far, and What I Learnt from Netflix's Q3 Numbers
|
Oct 22, 2023 |
Episode 66 - Inflation Growth Moderates in Both the U.S. and India but Slow Growth is Still Growth and Why It Might be a Good Time to Look at PepsiCo
|
Oct 15, 2023 |
Episode 65 - Reaction to US Jobs Report Show How Crazy Markets Can Be, Indian Autos are Smashing Records En-Route to Festive Season, and Why Nike Could Be Turning a Corner
|
Oct 08, 2023 |
Episode 64 – US Treasury Yields Reach Record Levels Thanks to Scary Economic Data, India’s Renewables Mania Could Hit Construction Sector Soon, and why Lululemon Athletica Continues to Astound Me
|
Oct 01, 2023 |
2nd Anniversary Special: My Interview with William de Gale of BlueBox Asset Management
|
Sep 24, 2023 |
Episode 62 – U.S. Debt Gets a Downgrade, Indian Autos Enter Festive Season on a High, and Dissecting Netflix’s Sports Strategy
|
Aug 06, 2023 |
Episode 61 – Powell’s Poker Face Isn’t Fooling Anyone, An Update on India’s Renewable Energy Transition, and why I am changing my tune on Nike
|
Jul 30, 2023 |
Episode 60 – Nasdaq Has the Best Run Since 1983, Apple Closes at Above $3 trillion, Indian Auto Sales Show Moderating Growth, and Why I Remain Unconvinced About FedEx
|
Jul 02, 2023 |
Episode 59 – Powell Reiterates His Hawkish Message, Could Subpar Monsoons Disrupt the Indian Economy, and why Adobe is a Big Winner of the AI Revolution
|
Jun 25, 2023 |
Episode 58 – Markets Think the Fed is Bluffing, India’s Potential to be World Leader in Green Hydrogen, and why Netflix should go All In on Sports Broadcasting
|
Jun 18, 2023 |
Episode 57 – Jobless Claims Data Point to a Fed Pause, Apple’s Key to Unlocking VR, More Decisiveness from RBI, and why Lululemon Continues to Impress Me
|
Jun 11, 2023 |
Episode 56 – Markets Cheer Debt Ceiling Resolution, Indian Autos’ Sales in May Are a Mixed Bag, and my Take on Walmart’s Q1 Earnings
|
Jun 04, 2023 |
Episode 55 – From Fed’s Interest Rates Roulette We Move to Debt Ceiling Drama, why India’s EV space could be in for a shock, and my take on Home Depot’s grim Q1 Earnings
|
May 21, 2023 |
Episode 54 - U.S. Inflation Cools Off but Economic Uncertainty Remains, RBI winning the inflation battle in India, and why despite a 50% rise in the stock, I continue to remain invested in Uber
|
May 14, 2023 |
Episode 53 – First Republic and the Fed Leave Markets in a Nervous Wreck, Indian Autos’ Continue their Upward Trend Despite Obstacles, and why GM’s Valuation Needs a Lift-Off
|
May 07, 2023 |
Episode 52 – Markets End the Quarter on a High, Indian Autos’ Blockbuster FY23, and why Lululemon Stands Out Among Its Peers
|
Apr 03, 2023 |
Episode 51 - Secretary Yellen Trumps Jerome Powell, Indian Automakers Face Multiple Cost Pressures, and why Ferrari can Dazzle Even Outside Formula One
|
Mar 26, 2023 |
50th Episode Special: My interview with the returning Gabriel Shabat
|
Mar 13, 2023 |
Episode 48 - Why Feb's U.S. Jobs Report Could Be Pivotal, Indian Autos' Feb Sales Shows Things in the EV Armour, and why Palo Alto Networks' Valuation is a Stumbling Block (Again)
|
Mar 05, 2023 |
Episode 47 - Fed About to Make Another Policy Error, A Mixed Bag Ending for Indian Autos' Blockbuster 2022, and Is Nike's Stock Sending You the Wrong Message?
|
Jan 08, 2023 |
Episode 46 - The Fed Teases a Hard Landing in 2023, Specialty Steel PLI Scheme Should Boost Indian Steel Players, and why Delta Airlines is my top pick for 2023!
|
Dec 19, 2022 |
Episode 45 - Inflation is Not Going Away Easily, Indian Autos Party in November, and is Salesforce a Buy at These Levels?
|
Dec 11, 2022 |
Episode 44 - Fed Minutes Point to Slower Rate Hikes, an Update on India's Energy Situation, and why Palo Alto Networks Should Still be on your Watchlist
|
Nov 27, 2022 |
Episode 43 - Further Evidence of U.S. Inflation Cooling, Indian Banks' Display Strong Credit Growth, and Why Uber Remains One of My Favourite Picks
|
Nov 13, 2022 |
Episode 42 - Fed Tries to Shake Off Its Predictability, Diwali Fireworks for Indian Autos, and an update on Google's Parent Alphabet
|
Nov 07, 2022 |
Episode 41 - A 'So-Far-So-Good' Earnings Season, Mixed Quarter For Reliance, and why Netflix is No Longer Just Chilling
|
Oct 23, 2022 |
Episode 40 - Inflation Data Leads to Wild Market Volatility, Adani Puts India's Cement Sector Under the Spotlight, and why Delta Airlines Deserves All the Love
|
Oct 16, 2022 |
Episode 39 - Jobs Report Point to Continued Fed Aggression, Stellar September for Indian Autos, and why I am disappointed with Nike
|
Oct 10, 2022 |
Episode 38 - Is the Fed Bluffing, Are the Indian Markets Decoupled from the U.S. Markets and What is Wrong with FedEx Corp?
|
Sep 26, 2022 |
Episode 37 - Anniversary Special Episode: My Interview with Gabriel Shabat
|
Sep 19, 2022 |
Episode 36 - Markets End the Summer on a Whimper, Indian Autos' Keep Rolling and China's Love for Lululemon
|
Sep 05, 2022 |
Episode 35 - Powell's Strong Message to Markets, Indian Banks Experience Credit Growth, and why Palo Alto Networks should be on your Watchlist
|
Aug 28, 2022 |
Episode 34 - The Markets Unnecessarily Poke The Fed, India's EV Race Heats Up, and Why There's Still Value in Alphabet
|
Aug 21, 2022 |
Episode 33 - Inflation Eases Off, Indian Autos' Have a Great July, and Has Uber Reached an Inflection Point?
|
Aug 15, 2022 |
Episode 32 - Powell's Strategy Becomes Clear, India's 5G Auction Goes As Expected and an Update on General Motors
|
Aug 01, 2022 |
Episode 31 - A Week of Reckoning for Big Tech and Indian Telecom and Why There’s Much to be Loved About the maker of Barbie Dolls
|
Jul 25, 2022 |
Episode 30 – Elon is the gift that keeps on giving, India’s Battle of Billionaires Part 2, and why I continue to like Levi Strauss
|
Jul 11, 2022 |
Episode 29 – Earnings Weakness Await, Indian Autos continue to deliver, and is it time to Just Do It with Nike?
|
Jul 04, 2022 |
Episode 28 – A Bear Market Relief Rally, The threat facing Indian EVs, and let’s dissect FedEx Corp
|
Jun 27, 2022 |
Episode 27 – A 75 bps Check Raise from the Fed, India’s 5G revolution takes shape, and an Update on Nvidia
|
Jun 20, 2022 |
Episode 26 – Inflation Worries Are Back and Uber Deserves Some Love
|
Jun 12, 2022 |
Episode 25 – Elon’s “Bad Feeling,” Dimon’s “Hurricane” Warning, Indian Autos’ Resilience, and the Tricky Path Facing General Motors
|
Jun 06, 2022 |
Episode 24 – Elon Makes an Offer, India’s IT Giants deliver a mixed bag of earnings and Delta Delivers Once Again
|
Apr 17, 2022 |
Episode 23 – Brainard Becomes a Hawk, the mega-merger transforming the Indian banking sector, and an update on Levi Strauss
|
Apr 10, 2022 |
Episode 22 – Economic Data Points to an Aggressive Federal Reserve, Indian automakers starting to show resilience, and this Steel Producer still has room to run.
|
Apr 03, 2022 |
Episode 21 – Powell Comes Back into Focus, India’s Fuel Retailers and FMCG Companies Suffer, and is Nike a Good Bet?
|
Mar 27, 2022 |
Episode 20 – Impact of Ukraine-Russia Conflict Intensifies, Indian automakers’ February Sales disappoint, and Time to Revisit Ford Motor
|
Mar 06, 2022 |
Episode 19 – Russia-Ukraine matters less for the US markets and more for the Indian markets and why this cybersecurity champion is a great long-term buy, just not at current levels
|
Feb 27, 2022 |
Episode 18 – Russia-Ukraine is all what the Markets Care, the curious tale of Indian Banking Sector, and a chipmaker that belongs among the Elite
|
Feb 21, 2022 |
Episode 17 – Inflation Data and Russia-Ukraine Tensions Rock the Markets, The Power of the Indian Retail Investor, and is Uber on its way to being a Super-App?
|
Feb 13, 2022 |
Episode 16 – A Week of Market Insanity, A Growth-Oriented Budget 2022, and what’s “Cruis( e )”ing at General Motors?
|
Feb 06, 2022 |
Episode 15 - The Fed Has Spoken, The Doctor’s Budget 2022 "Wishlist", and an Update on the Golden Arches
|
Jan 30, 2022 |
Episode 14 - Continued bloodbath on Wall Street, India’s heavyweights continue to deliver, and I reevaluate this bank stock just because it just became cheaper!
|
Jan 23, 2022 |
Episode 13 - Tepid Start to Earnings Season, More Good News for India’s EV & Telecom Sectors, and this Airline is so good that I am recommending it again!
|
Jan 17, 2022 |
Episode 12 – Omicron & Powell Slam the Big Tech, the ARPU Effect on Indian Telecom, and Salesforce is still a force to be reckoned with
|
Dec 05, 2021 |
Episode 11 – Omicron Overshadows Powell, The Reliance-Aramco Conundrum, and the X(Peng) Factor
|
Nov 29, 2021 |
Episode 10 – Uncertainty is Back, Paytm Turns Party-pooper, and how is Goldman Sachs’ stock so cheap?
|
Nov 22, 2021 |
Episode 9 – Inflation Fears Crush Sentiment, India’s Massive Win at COP26, and Call me Crazy, but I like Rivian!
|
Nov 14, 2021 |
Episode 8: Thanksgiving comes early for the markets, Indian Autos’ October Pain, and Is Uber finally starting to deliver?
|
Nov 07, 2021 |
Episode 7: Bye-Bye FAANG, Hello MAMA ANT!
|
Oct 31, 2021 |
Episode 6: Netflix and Snap, Mixed Results from India’s Titans, and this US Car Retailer gets the Doctor Excited!
|
Oct 24, 2021 |
Episode 05: Blockbuster Bank Earnings, The Tata Group Week, and an airline for those who invest for the “long-haul”
|
Oct 17, 2021 |
Episode 4: Facebook In "Trouble" (Again), Battle of India's Billionaires, and the Doctor Goes Jeans Shopping
|
Oct 10, 2021 |
Episode 3: The September Curse, India's Mixed Auto Bag, and Has CarMax Maxed Out?
|
Oct 03, 2021 |
Episode 2: A Wild Ride, the number 60000 and the Farley Factor
|
Sep 26, 2021 |
Episode 1: The New iPhone, A Historic Space Mission, and a Painful Recall
|
Sep 19, 2021 |
Episode 0: The Origin Story
|
Sep 19, 2021 |