In this episode I talk about:

Macro debrief: CPI, Core CPI, Michigan Consumer Sentiment

Earnings: NFLX, INTC

Send us a text

In this episode I talk about:

Macro debrief: CB consumer confidence, JOLTs job openings, government shutdown

Earnings: NKE

Others: EA buyout, Open AI valuation

Send us a text

In this episode I talk about:

Macro debrief: Powell speech, GDP, PCE, Core PCE, Michigan Consumer Sentiment

Earnings: MU, COST

Send us a text

In this episode I talk about:

Macro debrief: PPI, CPI, Core CPI, Previous week labour market revisions

Earnings: ORCL, ADBE

Other: AAPL Event, Paramount and WBD rumours.

Send us a text

In this episode I talk about:

Macro debrief: New Home Sales, CB Consumer Confidence, Michigan Consumer Sentiment, GDP, PCE and Core PCE.

Earnings:

- NVDA, DG

Send us a text

In 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

Send us a text

In this episode I talk about:

- Macro debrief: Inflation numbers: both CPI and PPI, Retail sales

Earnings:

- MNDY, CRCL

- BLSH IPO 

Send us a text

In 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.

Send us a text

In 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

Send us a text

In this episode I talk about

- Labour market, Housing market, Japan and other major pending deals.

Earnings of interest: 

- ENPH, INTC, NOW, TSLA, GOOG, GOOGL