Episodes
Eps. 24! We unpack critical earnings reports and forecasted economic trends. In this episode, we explore the disappointing GDP figures and unexpected outcomes in PCE indices, alongside a detailed analysis of key earnings from tech giants like Tesla, Microsoft, Meta, and Alphabet. Tesla impresses with plans for new EVs despite earnings hiccups, while Microsoft and Alphabet exceed expectations with significant gains in cloud and AI sectors. We also scrutinize Meta's strategic shifts and...
Published 04/27/24
Published 04/20/24
This episode, we delve into the latest strategic maneuvers across the global tech landscape. Discover how top CEOs, including Apple's Tim Cook and Microsoft's Satya Nadella, are eyeing significant investments in Indonesia, reflecting the region's growing influence in the tech sector. Cook's recent meetings with President Joko Widodo and further expansions in Vietnam signal a major shift in manufacturing strategies among Silicon Valley giants. Meanwhile, the corporate world reels from Tesla's...
Published 04/20/24
We kick off with the latest CPI and PPI figures, where inflation heats up more than expected, and explore how these key indicators are shaking up investor expectations. We'll also cover the remarkable low trading volumes during the April 8th eclipse and jump into the high-stakes Q1 earnings season with surprising results from major banks and tech giants. Plus, don’t miss our deep dive into the AI advancements setting Big Tech stocks on fire and the strategic moves shaping the future of cloud...
Published 04/13/24
This week we dive into the whirlwind of Fed speeches and economic data impacts to a staggering week for Tesla, Disney, and groundbreaking AI and chip developments. Witness how Wednesday's unexpected ISM Services PMI uplifted the market, while hawkish Fed statements, especially from Kashkari, triggered a Thursday downturn, hinting at zero rate cuts in 2024. Amid inflation concerns, Friday brought talk of further rate hikes, juxtaposed against a jobs report smashing expectations with the...
Published 04/06/24
Eps. 20! Kunal Desai, the founder of bullsonWallstreet, shares his inspiring journey into the world of trading. Starting with his father's influence during the dot-com boom, Kunal delves into how his trading evolved from college experimentation to professional success, highlighting the pivotal role of mentorship from Paul Singh in shaping his structured approach. Kunal's trading style focuses on momentum and trend-following, combining fundamental analysis with technical indicators, and he...
Published 03/30/24
Description:  Eps. 19! This week, Nvidia's GTC Conference revealed Blackwell, the latest AI processor generation, including the upcoming GB200 chip launch and the revenue-generating NIM software. Leading companies like Oracle, Google, Microsoft, and Amazon are embracing the GB200 chip. A market cap comparison highlights Nvidia's proximity to Apple by $300 billion. Apple's potential integration of Google's Gemini AI into future iPhones, Intel's $8.5 billion grant under the CHIPS Act,...
Published 03/23/24
We delve into Bitcoin's soaring highs and $MSTR's strategic moves, alongside a deep dive into CPI and PPI data ahead of the Fed meeting. Discover the upcoming S&P 500 rebalancing and the latest social media showdown between TikTok and Instagram. Uncover the Boeing saga with $BA facing investigations and delivery challenges, followed by AI and chip highlights featuring Apple's acquisitions and Intel's Pentagon news. Lastly, explore the resurgence of Chinese ADRs post-CPI print and Premier...
Published 03/16/24
First up, we dissect Fed Chair Jerome Powell's Congressional testimony that sent shockwaves through the stock market. From rates to economic data, we break down the drama that unfolded post-testimony. Next, we zoom into the crypto realm with Bitcoin's record-breaking week and a showdown of market caps against other cryptocurrencies. Brace yourself for some jaw-dropping numbers! Then, we shift gears to $NYCB's rollercoaster ride with halts, announcements, and a billion-dollar capital raise...
Published 03/14/24
First up, we dissect Fed Chair Jerome Powell's Congressional testimony that sent shockwaves through the stock market. From rates to economic data, we break down the drama that unfolded post-testimony. Next, we zoom into the crypto realm with Bitcoin's record-breaking week and a showdown of market caps against other cryptocurrencies. Brace yourself for some jaw-dropping numbers! Then, we shift gears to $NYCB's rollercoaster ride with halts, announcements, and a billion-dollar capital raise...
Published 03/09/24
It's all about the disproportionate growth of the Mag 7 within the Nasdaq 100 and their outsized contribution to the index's market cap gains. We shift focus to Berkshire Hathaway's latest financial revelations, including its substantial cash reserves and a touching tribute from Warren Buffett to Charlie Munger. The narrative then transitions to a historical analysis of Leap Day returns from 1928-2016, setting a comparative backdrop for today's market movements. The first segment delves into...
Published 03/02/24
We delve into the significant shake-up in the Dow Jones Industrial Average with Amazon's addition, replacing Walgreens Boots Alliance, effective February 26. This strategic move, spurred by a desire for greater retail sector representation and influenced by Walmart's adjusted index weight post its stock split, highlights the evolving landscape of the American economy. Furthermore, we'll explore Jeff Bezos' substantial $AMZN stock sell-off, part of his plan to divest up to 50 million shares by...
Published 02/24/24
 Eps. 14! This week's podcast dives deep into red-hot inflation, surprising earnings beats, and Bitcoin's bullish breakout. Here's a taste of what you'll get: ** Hot CPI & PPI:** Inflation keeps surprising, but are markets overreacting? We analyze the January numbers and their impact. ** Major Earnings Beatdowns:** SHOP, ABNB, DKNG, HOOD, COIN - we dissect their reports and highlight key takeaways. ** Bitcoin Bounces Back:** BTC reclaims $50k+ territory! We chart its journey and...
Published 02/17/24
 Eps. 13! 🚀 From Snap's user growth surge to Uber's record-breaking quarter, Spotify's streaming success, PayPal's profit leap, and Disney's strategic moves—get the insights that matter. Plus, don't miss our analysis on the semiconductor sector's standout performances by Nvidia and Super Micro, Alibaba's strategic expansions, and Boeing's latest challenges. We've got all the earnings highlights, unexpected twists, and what they mean for the market. Click play to stay informed and ahead in the...
Published 02/10/24
Eps. 12! In this we dive into the latest nonfarm payrolls data that exceeded expectations, signaling a robust job market with significant revisions to previous figures. We tackle a week full of major earnings reports from tech giants, highlighting Microsoft's AI focus and robust sales, Alphabet's ad revenue miss despite overall beats, Meta's remarkable revenue jump and its venture into dividends, and Amazon's performance alongside semiconductor companies like AMD, Super Micro, and Qualcomm....
Published 02/04/24
EPS 11 kicks off with an analysis of the unexpectedly strong quarterly GDP growth of 3.3%, alongside a detailed examination of inflation metrics that hint at a cooler inflation environment than anticipated. The discussion extends to the recent wave of tech layoffs, with a focus on significant job cuts at Microsoft and Salesforce, and how these moves are visualized in the broader tech industry up to January 2024. We then pivot to a comprehensive review of key tech earnings, highlighting...
Published 01/27/24
🚀 We're slicing through bank earnings like a hot knife through butter, surfing the big tech wave with Nvidia and Apple, getting real about Boeing's bumpy ride, and peeking behind the curtain of China's economic drama. Buckle up for a rollercoaster of insights and predictions, served with a side of sharp analysis and a sprinkle of sass. Don't just keep up—stay ahead! Hit subscribe and join our financial thrill ride! 🌟💸 #FinanceUnpacked #MarketMadness #TechTrends #economicespionage ✨ Stay...
Published 01/20/24
In this episode, we explore a range of financial and tech topics. We start with an analysis of the latest inflation data, notably higher than expected, and examine comments from Federal Reserve officials, including Governor Bowman and NY Fed President Williams, emphasizing the ongoing battle against inflation. The excitement in the crypto space is palpable with the potential SEC approval of Bitcoin Spot ETFs, balanced by warnings from SEC Chair Gensler. In the tech sphere, we spotlight...
Published 01/13/24
Eps. 8! We explore a range of topics including the latest from the FOMC meeting, dissect economic data like jobless claims and nonfarm payroll, and delve into the automotive sector with insights on Tesla and Rivian's Q4 performances, along with Chinese EV market dynamics. The tech sector is also covered with a focus on Apple's market challenges and Bitcoin's fluctuating market conditions. Additionally, we examine Mobileye's stock performance post-IPO, delve into the volatile oil market, and...
Published 01/06/24
In Episode 7 of our podcast, we delve into the remarkable events that shaped 2023 and anticipate trends for 2024. The year-end rally for indices, Meta and Nvidia's stellar performance, and the intriguing prospects in weight loss drugs and mental health dominate our retrospective analysis. We explore the tumultuous OpenAI saga, including Sam Altman's ouster and subsequent return, shedding light on the dynamics within the company. In the tech sector, we spotlight semiconductor giants like...
Published 12/30/23
Description: EPS 6! We discuss the pause in Apple Watch sales due to an intellectual property dispute and China's restrictive directives on iPhone usage, highlighting the potential for a White House veto and a software update. We also examine the fallout of the Adobe-Figma merger termination and Google's restructuring of its ad division. The second segment focuses on Nippon Steel's acquisition of US Steel and the expansion of Affirm's partnership with Walmart. In the aerospace sector, we...
Published 12/23/23
We analyze the Federal Reserve's latest meeting, the US Consumer Price Index, and the decline in crude oil markets. The episode also examines the Nasdaq 100's rebalancing, including notable additions like DoorDash and Uber's entry into the S&P 500. We explore developments in the chip industry with AMD, Nvidia, and Broadcom, followed by insights into Bitcoin's recent drop and major market acquisitions. Our tech segment delves into Oracle's earnings, Google's antitrust case, Apple's market...
Published 12/16/23
🔊Welcome to Episode 4 of "Finance Roundup," the go-to podcast for diving deep into the financial world's latest trends and news. In this episode, we explore the labyrinth of the tech industry with an in-depth analysis of Nvidia, AMD, and Palantir, alongside the latest advancements in AI chips and their market implications. Delve into the dynamics of the crypto surge, Apple's market cap milestone, and China's economic outlook, featuring Nio's earnings and Moody's downgrade. We wrap up with...
Published 12/09/23
Episode 3 kicks off with a deep dive into the record-breaking Black Friday sales, highlighting Adobe Analytics' report and Shopify's monumental success. Shifting gears, we explore Amazon's significant achievement in surpassing traditional delivery giants in parcel volume, a testament to its evolving strategy. The cryptocurrency segment sheds light on Binance's regulatory challenges, Coinbase's outlook, and the surging Bitcoin market. In real estate, we analyze the implications of declining...
Published 12/02/23
In this episode of The Markets: Podcast, we delve into recent market shifts and tech advancements. Our focus ranges from Microsoft and OpenAI's evolving dynamics, highlighted by Sam Altman's move to Microsoft, to the repercussions of internal upheavals at OpenAI on their future and employee morale.In the aerospace sector, we examine Boeing's victory at the Dubai Airshow, securing 313 orders, and what Deutsche Bank's upgrade to a 'Buy' rating means for the company. The episode also covers the...
Published 11/25/23