PODCAST · business
Stock Talk
by Aman Raina, MBA
Investment Coach and Founder of Sage Investors, Aman Raina chats about investing in stocks and ETF's and other interesting stock market observations.
Episodes
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Collateral Damage of Selling US Treasuries
In this episode of Stock Talk, Aman breaks down the growing global conversation around selling US Treasuries — and why it's not as straightforward as it sounds. With countries like China reducing their holdings and Danish pension funds walking away, the idea of pushing back on US dollar-based...
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The Last Guardrail To Tame A Mad King
Markets hit record highs while political chaos threatens the foundation of US investment stability. In this episode, Aman explores the one remaining guardrail that could actually check unchecked power: the financial markets themselves. Discover why traditional political checks and balances are...
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The Awakening (and warning signs) of Private Investments
While public markets hit record highs, a seismic shift is happening beneath the surface—and most investors are completely unaware. In this enlightening episode, Aman exposes the hidden world of private equity and private credit that's quietly reshaping the investment landscape. Discover why...
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Why We Really Need Central Bank Independence
I break down why independent central banks are the backbone of stable, functioning economies—and what's at stake when that independence is threatened. Recent moves to politicize the Federal Reserve have sparked urgent questions about the future of monetary policy, inflation control, and market...
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Investing In Motion-Tariffs Schmariffs
In this special edition of Stock Talk, Aman explores how tariffs have become the "new normal" for businesses and Wall Street. Drawing from recent economic analysis, Aman reveals a fascinating trend companies are adopting. While Wall Street shrugs off 2-3% price increases as negligible, Aman...
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AI: Still Not Ready For Prime Time
Aman revisits the state of artificial intelligence one year after his first deep dive. He explores how far AI has come—and how far it still has to go. From the clunky, inconsistent tools of early ChatGPT to today’s massive corporate investments and sky-high valuations, Aman examines whether the...
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Stock Talk-New Normals of Investing, Business and Trade
In this episode of Stock Talk, Aman dives into what he calls the new era of cringe investing. Core principles that once guided smart capital allocation—political stability, rule of law, free markets—are being challenged, distorted, and increasingly normalized in ways that should unsettle…
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AI Debates My Last 100 Scorecard
Real portfolio, real rules: In this episode, I put my “Last 100” investment decisions under the microscope—and let AI debate the results. I share a debate where the avatars stress-test the results of last 100 investment decisions, and ask some thought provoking ideas on whether frictionless…
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Stock Talk-Investing in Motion: Cringe Investing Lingers
Markets keep hitting record highs, portfolios are looking healthy, yet something doesn’t feel right. In this episode of Investing in Motion, Investment Coach Aman Raina takes you on a candid drive-time reflection about what he calls the new age of “cringe investing.” While indexes soar and…
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Stock Talk-Investing In Motion: Latest Jobs Reports
In this special "Investing in Motion" episode, Aman reports from the road as he reacts in real time to disappointing U.S. and Canadian jobs data, the surprising resilience of the stock market, and the surging influence of AI in today’s economy...all with a dash of profanity-laced road rage!…
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In The Loop-Take 35: Reintroduction to the GOAT Investors
In this episode of Stock Talk, Aman Raina, Investment Coach and Founder of Sage Investors, dives into a thought-provoking article from The Economist that flips the script on who the real investing pros are. Spoiler: it’s not your favorite TikTok finance guru. Aman breaks down how companies—not…
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Stock Talk-Investing In Motion - Jobs Reports and Musk Drama
Get ready for another candid, on-the-road breakdown of the latest market moves in this special episode of Investing in Motion. Investment Coach Aman Raina dives into the June jobs report, unpacks Wall Street’s reaction, and explores why making smart investment decisions feels tougher than ever in...
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Stock Talk-Investing In Motion-More Mad King Distractions
Join Aman in another candid ride for the second episode of "Investing In Motion", as he navigates morning errands and market chaos, offering unfiltered takes on the latest headlines—from escalating tariff threats against the EU and Apple to the unpredictable antics of the so-called "Mad King."…
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Stock Talk-Investing in Motion-US Debt Downgrade
Experience the unique format of "Investing in Motion," where Investment Coach and Sage Investors founder Aman Raina takes you along for the ride-literally. In each episode, Aman records his candid thoughts while driving between destinations, offering listeners a real-time, unfiltered look into…
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Canadian Depositary Receipts
Discover how Canadian Depository Receipts (CDRs) can help Canadian investors gain exposure to U.S. equities without the hassle of currency conversion. Learn how CDRs function similarly to ETFs, allowing fractional ownership of major U.S. stocks like Apple and JPMorgan, all traded in Canadian...
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My 2024 Investing Year in Review
My annual year-end review serves for me as both a personal accountability exercise and a teaching moment. It's an opportunity to examine how maintaining a consistent investing ideology and investing playbook while remaining flexible in its application can guide us through even the most unusual...
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In The Loop-Take 34: FOMO Investing Meets Cringe Investing
Aman Raina of Sage Investors unpacks the seismic shift in the U.S. political landscape as Mad King 2.0 takes the throne. With the clarity of the election outcome, Aman explores its profound implications for investors and the future of capitalism. He delves into the emerging era of "cringe...
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In The Loop - Take 33: The Time Has Come
The US presidential election is here, and with nearly 50 million early ballots cast, investors face a critical moment. In this episode, we dive into the tense market dynamics leading up to the election, with Wall Street's unusual calm amidst record-highs, surging crypto, and gold prices. As the...
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In The Loop-Take 32: Is the Mother of All Negative Game Changer Moments Coming for Investors?
In this episode, we revisit a key investing theme highlighted earlier this year: the impact of the US election on the financial markets. The discussion centers around "negative game changer moments"—events that significantly disrupt industries or economies. We delve into potential scenarios...
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In The Loop-Take 31: Making Investors More Street Smart Again
Aman Raina from Sage Investors delves into his evolution of his investment coaching practice and his mission to make people more street smart investors. Reflecting on over a decade of experience, Aman discusses the challenges posed by the rise of social media, the allure of get-rich-quick…
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In The Loop-Take 30: The Perils of Social Media and Investing
"In The Loop - Take 30" dissects how social media makes investing deceiving simple by highlighting 2 posts, Investment Coach, Aman Raina recently came across. It challenges the 'easy money' narrative with hard truths: a 50% loss requires a 100% gain to break even—no small feat. Highlighting the...
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In The Loop-Take 29: Size Does Not Always Matter
Explore the market beyond the giants with our latest episode of "Stock Talk - In The Loop: Size Does Not Always Matter." We unravel the misconception that bigger always means better in the stock market. Dive into a discussion on why mega-corporations like Apple, Amazon, and Alphabet shouldn't...
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In The Loop-Take 28: AI-Not Ready For Prime Time
In this episode we dive into the burgeoning world of AI. With a critical eye, we takes a shot at dissecting the hype, coming from Wall Street and the Corporate World versus reality of automating tasks in industries once considered untouchable, like law and science. We question the readiness of AI...
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In The Loop-Take 27: Time In Market-Easier Said Than Done
Investment Coach Aman Raina attempts to unravel the adage that time in the market trumps timing the market. This episode dissects historical data, showing how a long-term investment horizon can significantly increase your chances of portfolio growth. He discusses the dichotomy of investment...
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In The Loop-Take 26: The Return of FOMO Investing
In the this episode, we dive into the evolving landscape of investment sentiment as the spectre of FOMO (Fear of Missing Out) returns to the market. Despite pervasive concerns of an imminent recession and the anticipation of falling interest rates, the Smart Money and Soothsayers have been proven...
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In The Loop-Take 25: Why do investors keep listening to these people?
We dive into the perplexing world of financial forecasts. Despite being highly intelligent and well-compensated, market strategists and analysts in the investment industry have repeatedly made inaccurate predictions, most recently concerning the timing of interest rate cuts. The episode explores...
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In The Loop-Take 24: THE DEFINING Investing Theme of 2024
In this episode, the focus is on a crucial investment theme for the upcoming year: the influence of the U.S. political climate, particularly the risk of autocratic governance, on global markets. Aman examines the potential shift away from democratic principles in the U.S. and its impact on…
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In The Loop-Take 23: Mind-mapping Investment Decisions For The Year Ahead
In this episode of the Aman shares how he is approaching his decision making going into the new year. He emphasizes the futility of trying to predict market movements and instead focus on the importance of long-term and educated decision-making in investments. With a clear, engaging narrative…
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In The Loop-Take 22: Decoding Yield Curves and High Interest Savings Setbacks
In this episode, we dissect the financial indicators that are currently painting a vivid picture of the economic landscape. The conversation begins with a deep dive into the steepening yield curve and its historical significance as a precursor to recessions. Though the inverted yield curve has…
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In The Loop - Take 21: GLP-1 Drugs-A Game Changer Moment for Stocks?
In this episode, we delve into the recent strategic moves I've made in my portfolio, which may have caught some by surprise but are rooted in my reading of evolving market dynamics. Here’s a breakdown of the latest decisions: exited positions in Costco with a 17% gain, Empire at break-even…
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In The Loop - Take 20
The markets have been behaving very roller coaster like. Last week brought much hand wringing by investors as they comes to grips with the concept of interest rates and cost of capital staying higher for a longer period of time. Then the next week, everything is chill. The last few weeks have...
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In The Loop - Take 19
Today we delve into the ongoing market recalibration as investors and institutions adjust to a high-interest rate, slow growth, and sticky inflation scenario. Wall Street and Bay Street, initially resistant to acknowledging the shifting dynamics, are now coming to terms with a reality that...
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In The Loop - Take 18
Some initial takes on what's driving the markets right now....AI!!! Initial thoughts on my first uses. Limitations on the technology Impacts on ability to make investment decisions. Short-Term/Long-Term impacts
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In The Loop - Take 17
Unpacking the Debt Ceiling Angst. What is it all about? What are the impacts on stocks, economy, inflation, currency, interest rates? Do they really want to go there?
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In The Loop - Take 16
Zombie companies are running rampant. If rates stay higher for longer, it could bring another round of pain potentially having greater impacts. At the same time it reinforces my investing ideology and how my latest investment decision provides a real-time example and tale.
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In The Loop - Take 15
Investor sentiment is lousy. Economic data not looking great yet stock prices are holding their own and even going up. What gives? Many investors are scratching their head trying to rationalize this. We offer some takes.
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In The Loop - Take 14
We're entering another period where investing is getting weird again, but this time the weirdness may actually bring about some positive investing opportunities we haven't experienced in generations. Aman shares some takes on how as investors, we have more options for yield at lower risk profiles...
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In The Loop - Take 13
Food price shock continues unabated, especially in the restaurant space. This is setting up a bifurcation in how we eat out. Some takes on some emerging narratives.
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In The Loop - Take 12
As the bank deposit angst appears to be subsiding (for now), there are some underlying themes regarding US banks that are emerging. Not all US banks are created equal. Unfortunately some are getting thrown out with the bathwater and creating some interesting opportunities.
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In The Loop - Take 11
The recent bank run in Silicon Valley Bank and other small banks just didn't happen suddenly. It's been brewing and simmering over many months thanks to the pop in interest rates as it has created a lightbulb moment for many investors. A quick breakdown.
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In The Loop - Take 10
The banking deposit episodes with Silicon Valley Bank et al reveal an uncomfortable truth. Investing is hard and every investment decision we make has to factor in risk. Also there are events that are out there that will come out of nowhere. The so called Black Swans events. After the SVB and...
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In The Loop - Take 9
Deconstructing the Silicon Valley Bank demise. What happened? What are the impacts? As investors how do we move forward?
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In The Loop - Take 8
How realistic is the Central Bank inflation target of 2% and what's the impact to going hard core on higher interest rates to get there? Some takes.
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In The Loop - Take 7
Money shaming time!!! In The Loop - Take 7 Aman Raina - Sage Investors Money shaming time!!!!
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In The Loop - Take 6
Breaking News! Latest inflation data is out...a quick breakdown.
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In The Loop - Take 5
Food inflation is everywhere. In the grocery stores and definitely in the restaurants, where the sticker shock is quite striking. The good and bad of it.
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In The Loop - Take 4
A look back at a horrible year in investing in 2022 and are we heading for an instant replay in 2023?
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In The Loop - Take 2
THE goto indicator for where economy is going and another indicator that isn't getting much chatter these days.
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In The Loop - Take 1
Some quick takes on China reopening and the ongoing tension between stock markets and central banks.
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Stock Talk - Investment Decision - FedEx
FedEx has been known to be a bellweather stock for the economy. If the economy is indeed slowing down then FedEx will be the first to show it. The stock has been taking a hit, so I thought this may be good time to take a look at it. In this episode I walk through my thought process that led me to...
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ABOUT THIS SHOW
Investment Coach and Founder of Sage Investors, Aman Raina chats about investing in stocks and ETF's and other interesting stock market observations.
HOSTED BY
Aman Raina, MBA
CATEGORIES
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Frequently Asked Questions
How many episodes does Stock Talk have?
Stock Talk currently has 231 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is Stock Talk about?
Investment Coach and Founder of Sage Investors, Aman Raina chats about investing in stocks and ETF's and other interesting stock market observations.
How often does Stock Talk release new episodes?
Stock Talk publishes regularly with 231 episodes available. Check the episode list for the typical release schedule.
Where can I listen to Stock Talk?
You can listen to Stock Talk on PodParley by clicking any episode. We provide an embedded audio player for direct listening, and you can also subscribe via your preferred podcast app using the RSS feed.
Who hosts Stock Talk?
Stock Talk is created and hosted by Aman Raina, MBA.
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