The Investor's Diary

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Aug 2026

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About the show

A sell-side and buy-side analyst providing the latest coverage in the world of traditional finance, emerging markets and cryptocurrencies. Disclaimer: All topics/ideas discussed during the podcast are our personal views and should not be considered as financial advice. The hosts are angel investors, and may or may not be invested in projects discussed during the episodes.

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60 recent

August 23, 202612 min

Why the U.S. Is Buying Back Its Own Bonds

The Treasury just doubled a program that buys back 30-year bonds, and the headlines make it sound like a big deal — so we break down what a “yield curve” actually is, why it twisted this year, how bond buybacks nudge yields (and why it’s not as simple as printing money), and whether any of this will really move your mortgage rate. Zero finance background required — we explain every term from scratch, walk through why this echoes a 1960s Fed strategy called “Operation Twist,” and share some real predictions on where this goes next, from bond auctions to watch to what it means for housing.

August 16, 202626 min

Can Love Survive a Pay Cut?

How much does money actually matter in a relationship? In this episode, I sit down with a friend to talk about money, attraction and what financial compatibility really looks like. We get into whether ambition matters more than income, who should pay on dates, whether 50/50 is actually fair, financial red flags, prenups, joint accounts, lifestyle expectations and whether you’d still want your partner if they suddenly had nothing.

August 9, 202618 min

How Your Birthday Got Monetised

Why do we celebrate birthdays and when did getting older become such big business? In this episode, we explore the history of cakes and candles, why birthdays feel psychologically important, the rise of the birthday industrial complex, corporate freebies, and gift giving economics. Because apparently one more lap around the sun is enough to justify cake, presents, existential reflection and a free burger.

August 2, 202617 min

India’s Gen Z Revolt

A joke about cockroaches became one of the biggest youth- ed challenges to Narendra Modi’s government. In this episode, we unpack India’s Gen Z protest movement and the rise of the satirical Cockroach Janta Party. We explain what NEET is, why millions of students treat it as the gateway to a medical career, and how allegations of a leaked exam paper triggered anger over corruption, unemployment and a system young Indians increasingly believe is rigged.

July 26, 202611 min

Her Economy: A Theory

A solo, for-fun theory episode: I’ve noticed everything lately seems to be “for her” — movies, songs, gaming, travel — so I dig into why. Women now control roughly 80% of global consumer spending and are set to hold 75% of discretionary spending by 2028, they’re near parity (or ahead) in gaming audiences, education has already tilted female, the pay gap keeps narrowing, and women spend a higher share of what they earn while controlling most household purchasing. My theory: in industries sitting at a genuine 50/50 split — gaming, music, entertainment, travel, lifestyle — that combination of equal presence plus more purchasing power means those industries naturally tip toward female audiences next. Not ideology, just economics.

July 19, 202620 min

#2: The World Is Healing (Quietly)

This is the second episode of our positive news series. The news cycle can make it feel like everything is getting worse, so this episode is about the stories that prove the world is still capable of progress. We look at four recent positive stories: researchers identifying far more climate resilient coral reefs than previously expected, the creation of a genomic “BioVault” to preserve genetic material from endangered species, UK literacy rates increasing, and declining tobacco usage across the globe.

July 11, 202626 min

Off the Pitch: The Nations Behind the World Cup

In this episode, we look beyond the football and dive into the major stories shaping Argentina, France, England and Spain. For Argentina, we unpack Javier Milei’s economic experiment. For France, we look at Marine Le Pen’s dramatic political comeback. In the UK, we dive into the hottest summer ever and Starmer's resignation, and lastly in Spain, we look into their traditional bull festival and potential snap elections.

July 5, 202614 min

The Social Media Ban Goes Global

Australia tried to ban under-16s from social media. Now the rest of the world is watching. We break down what the ban actually does, whether it’s working, how kids and parents are responding, and why countries like the UK are exploring similar rules. Is this a real solution to online harm, or just digital whack-a-mole?

June 28, 202617 min

What If We Just…Cancelled the Debt?

In this solo episode, I start with a silly question: if every country is in debt, why don’t we just cancel it? The answer explains a lot about how the global financial system actually works. Government debt is not just money owed by the state, it is also an asset held by pension funds, banks, insurers, central banks, foreign governments and ordinary investors. I break down what government debt really is, who owns it, why cancelling it would destroy trust, and why “debt forgiveness” is never actually free .Because in the end, debt is not just a spreadsheet. It is a promise, and the global economy runs on promises.

June 21, 202612 min

A World Cup for Nobody… and a BTS Halftime Show

The World Cup just got a halftime show. Madonna, Shakira, BTS, Coldplay’s Chris Martin curating the whole thing — like it’s the Super Bowl now. And honestly? That’s kind of the perfect entry point into this episode. We commercialize everything we love — Christmas, Eid, now apparently the one sport that was never supposed to need a marketing department — and it’s worth asking what we lose every time we do that. But underneath the glitz, this World Cup is also happening in a pretty fractured world: a Somali referee turned away at the border, fans nervous about ICE outside the stadium, a tournament selling itself as “the world coming together” while a lot of the world quietly isn’t invited. Two different stories, same event, and I think they’re more connected than they look. Let’s get into it.