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The FinanceNow Podcast

The FinanceNow Podcast

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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.

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Episodios
  • Recession Worries Are Back

    Recession Worries Are Back
    May 25 2025

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    In this episode I talk about

    - Bond market and recession worries driven by weak 20Y auction, Moody's credit downgrade, tax bill etc.

    Earnings:

    - HD, LOW and TGT

    Continuing the theme of consumer and retail in light of weakening consumer strength, sentiment, and rising delinquencies.
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    25 m
  • Consumer and Retail’s Reality

    Consumer and Retail’s Reality
    May 17 2025

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    In this episode I talk mainly about

    The big macro:

    - CPI, Core CPI, PPI, Consumer Sentiment, Powells Speech, and Retail Sales

    Earnings:

    - WMT, and ONON

    Additionally talk about 2 M&A deals: 3G Capital acquiring Skechers, and Dicks Sporting Goods acquiring Foot Locker.

    Focus is mainly on consumer and retail.
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    28 m
  • The Amazon Of...

    The Amazon Of...
    May 10 2025

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    In this episode I talk about

    The big macro:

    - Fed interest rate decision, strong labour market, the lack of a need for premature rate cuts, Trump vs Powell.

    - Strong demand for 10 year note auction, no disruption to global order, strength of the US economy, UK/US trade deal, potential China deal and more.

    Earnings:

    - PLTR, AMD, and CPNG
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    24 m
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