The FinanceNow Podcast

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In this episode, I start by talking about the FOMC meeting, likelihood of higher rates for longer and why there's no real need for the Fed to cut rates in March. I move on to discussing some earnings from the semiconductor sector, discussing ASML, Intel and AMD and then I end with Big Tech. I go through Amazons impressive Q4 earnings as well as the story of the week, Meta Platforms.

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In this episode, I go through few key companies that I missed over the last month. I start with PLTR - talk about their earnings and how A LOT of growth at a fast rate is priced into their valuation currently. I run over big tech and their earnings too - no major upsets there and finally I end with the big story of the week/region; Sea Ltd. and their historic drop. I talk about Shopee's declining growth, Garenas decreasing revenue and whether Sea can pivot and come out of this storm.

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In this episode I talk about Foxconn dropping out of the $19.5bn JV deal with Vedanta, I also talk about Adani Capital and the private equity race to acquire the financial arm of one of the largest conglomerates in the country. I talk a bit about the macro inflation data that came out this week and also elaborate more on the struggles Disney are facing, Bob Igers contract extension and whether a turnaround tale is on the cards.

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In this episode I talk about the updated jobs data for this month, Apples manufacturing struggles and Tesla delivery prowess. I also talk about the much anticipated Threads by Instagram and the threat that they pose to Twitter both from a users perspective and an ad revenue perspective. I wrap up with a brief half year review of how the market has done up until this point and what we can potentially expect going forward.
Note: Apologies! I accidentally said 500 million units instead of 5 million units (what I intended to say) for Goldman Sachs' prediction for Apples Vision Pro sales in the first year.

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In this episode, I talk about Walgreens Boots Alliance, their earnings and the impact of inflation on the consumer discretionary sector. I also talk about Microns earnings, their ban from China, entry into India and the wider regulatory landscape on the chip sector and potential economic warfare. I briefly talk about newly approved "lab grown meat" and the current situation as well as the potential of the industry.