October 26, 2025Episode 4815 min
Intels Recovery Shows Some Life
In this episode I talk about:Macro debrief: CPI, Core CPI, Michigan Consumer SentimentEarnings: NFLX, INTC
Episodes
49
Latest episode
Oct 2025
Language
EN
About the show
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.
Listen to episodes
October 5, 202516 min
Time To Revolutionize Sports Gaming?
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
September 28, 202516 min
Consumers Want Value
Send us a textIn this episode I talk about:Macro debrief: Powell speech, GDP, PCE, Core PCE, Michigan Consumer SentimentEarnings: MU, COST
September 14, 202519 min
It’s Not RKO, It’s RPO
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.
August 31, 202517 min
The AI Trade Is Still On
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
August 24, 202517 min
Resilience All Around
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
August 18, 202521 min
Black Monday For Monday.com
Send us a textIn this episode I talk about:- Macro debrief: Inflation numbers: both CPI and PPI, Retail salesEarnings:- MNDY, CRCL- BLSH IPO
August 10, 202525 min
Palantir’s Billion Dollar Quarter
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.
August 3, 202534 min
Microsoft Is Up In the Cloud
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
July 27, 202525 min
Solar’s Lack of Love, Intel’s Under-appreciated Quarter, and Continued AI Mania
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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