All Episodes

Episode 148 – The Fed Cuts but Hawks Push Back, Indian Autos Roll On & My Take on UBER

Episode 147 – US Interest Rates To Drop? Indian Economy Surges 8.2% & My Take on GOOGL

Episode 146 – US Markets Shrug at Nvidia, Importance of India-US Trade Deal, and My Take on Meta

Episode 145 – Fed Gets Data as Shutdown Ends, No Conundrum for RBI, and My Take on Microsoft

Episode 144 – AI Rally Unwinds, Inflation Set to Cool in India, and Netflix in Focus

Episode 143 – AI Trade Tops Geopolitics, Indian Autos Binge on Festive Cheer, & Spotlight on Goldman

Episode 142 – Wall Street Enters Week of Reckoning, Indian Banking’s Revolution, and the FedEx Debate

Episode 141 – Volatility is Back on Wall Street, All Smiles on Dalal Street, & Oracle Climbs the Tech Ladder

Episode 140 - 4th Anniversary Special - Special Guest Dr Ryan Lemand

Episode 139 – Powell Lifts US Markets, AI Trade Stall, India Inc. Falters, & Alphabet Gets My Vote

Episode 138 – The Fed at A Crossroads, PM Modi’s Big Bang GST Reforms, and Netflix Continues to Win

Episode 137 – US Rally Rolls On, 50% Tariff Opens Doors for Indian Investors, & Why FedEx Still Lags

Episode 136 – Indian Automakers Back on Track Albeit Marginally and Why I am Bullish on This Cybersecurity Name

Episode 135 – US Investors Cheer Tariff Certainty, Indian Economy May Not be As Resilient as Data Suggests, and Why Home Depot Still Fails to Impress Me

Episode 134 – Strong Start to the US Earnings Season but Threat to Fed’s Independence Remains an Overhang, India-US Trade Deal Uncertainty Makes Investors Nervous, and Why UBER is Winning the AV Race

Episode 133 – President Trump Gets His ‘Big Beautiful Bill’ But Markets Wary of Tariffs, Indian Automakers Slow Down, and Why Facebook-Parent Meta is Already Winning at AI

Episode 132 – US Markets Hit Record Highs Even as the US Consumer Lacks Confidence, RBI’s Growth-Inducing Moves Yet to Have Any Impact, and Why Investors Love Microsoft Again

Episode 131 – US Labor Market Remains on a Solid Footing But Uncertainties Remain, RBI’s Moves Should Unleash the Indian Economy, and Why I am Bullish on Alphabet

Episode 130 – US-China Truce Shows Signs of Unraveling, Nvidia Silences Its Doubters, Indian Automakers Suffer a Domestic Hangover, and Why Netflix is the King of Streaming

Episode 129 – Trump Receives a Harsh Reality Check from Bond Vigilantes, A Lot of Optimism on the Street for the Indian Economy, and Why I am Upgrading JPMorgan

Episode 128 – Trump’s Big Beautiful Tax Bill Takes the Spotlight, Cooling Inflation and Trade Talks Progress Bring FIIs Back to India, and Why Its Time to De-Board from Delta

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

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

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

Episode 124 – Trump vs Powell Takes a Dark Turn, Are Indian Markets Back in Vogue, and Why FedEx Management Continues to Confound Me

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

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

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

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

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

Episode 118 – Trump’s Tariffs Bring a Whole New Meaning to Volatility, Indian Auto Sales Ease Off the Gas, and the Uber Conundrum

Episode 117 – Not Even Nvidia Can Outmatch President Trump, Bloodbath at Dalal Street Despite Positive GDP Data, and What to Make of Starbucks

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

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

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

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

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

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

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

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

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

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

Episode 106 - My Interview with Charles Sunnucks of Oldfield Partners

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

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

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

Episode 102 – US Inflation Shows Its Wonkiness, RBI Opens Door for Rate Cuts, and Why There’s No Stopping Nvidia

Episode 101 - US Jobs Report Raise Hopes of Soft Landing, September Belonged to India's Two Wheelers, and why Walmart Continues to Shine

100th Episode Special: My Interview with Dr Ryan Lemand of Neovision Wealth Management

Episode 99 – Why the Time has Come to Focus on Uber’s AV Moves

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Episode 83 – Corporate Earnings Come to the Markets’ Rescue, Indian Automakers Start New Fiscal Year with a Bang, and Why Investors Have Misunderstood Netflix

Episode 82 – Mag Seven’s Week of Reckoning, RBI Minutes Confirm Worries on Food Inflation, and why I See An Opportunity in Nike

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

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

Episode 79 – Inflation Remains Sticky in the US and India and why Oracle Could be an AI Beneficiary

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

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

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

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

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

Episode 73 – Inflation Data in the US and India Suggests Central Banks’ Strategies Are Going According to Plan and an Update on Lululemon Athletica

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

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

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

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

Episode 68 - Powell Remains Unconvinced About Inflation, Indian Autos Clock Yet Another Month of Record Sales, and my Take on Uber's Q3 Earnings

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

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

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

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

2nd Anniversary Special: My Interview with William de Gale of BlueBox Asset Management

Episode 62 – U.S. Debt Gets a Downgrade, Indian Autos Enter Festive Season on a High, and Dissecting Netflix’s Sports Strategy

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

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

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

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

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

Episode 56 – Markets Cheer Debt Ceiling Resolution, Indian Autos’ Sales in May Are a Mixed Bag, and my Take on Walmart’s Q1 Earnings

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

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

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

Episode 52 – Markets End the Quarter on a High, Indian Autos’ Blockbuster FY23, and why Lululemon Stands Out Among Its Peers

Episode 51 - Secretary Yellen Trumps Jerome Powell, Indian Automakers Face Multiple Cost Pressures, and why Ferrari can Dazzle Even Outside Formula One

50th Episode Special: My interview with the returning Gabriel Shabat

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)