The FinanceNow Podcast - "$3500 Ski Goggles"

"$3500 Ski Goggles"

06/09/23 • 23 min

In this episode I talk about Apple's much anticipated wwdc2023. I go into details about some of the newer software and hardware upgrades and then elaborate on their biggest announcement, the VisionPro. I talk about its importance in terms of innovation and the concept of spatial computing and my opinion on the overall direction. I briefly conclude with some comments on the crypto industry with the SEC vs Binance & Coinbase.

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AI Is Not All That Rosy

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In this episode I talk a bit macro, about the status and timeline of the debt ceiling deal, what's in it and the importance of it as well as some updates from initial jobless claims and what that means to the market. I also talk about 2 stocks (Tickers: AI and CRM) that had underwhelming guidance for the coming quarters/year. I go through their earnings and what caused the stock prices to fall and my take on their futures.

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The Mother of All Aviation Deals

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In this episode I talk about the last 2 weeks and the macroeconomic updates we've heard regarding interest rates, the Fed and inflation data. I also talk about Oracle, their incredible earnings and how they're gaining traction in their cloud infrastructure business. I then talk about the Indian airline industry, competition within and the monstrous deals that have recently occured.