The FinanceNow Podcast - The Mother of All Aviation Deals

The Mother of All Aviation Deals

06/23/23 • 19 min

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.

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"$3500 Ski Goggles"

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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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We Don't Want Economic Warfare

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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.