Portada del podcast

The Investor's Diary

  • BHP acquiring Anglo, GME Frenzy & GPT4o

    14 MAY. 2024 · In this episode, Parth & Abdul the ongoing attempt from BHP to acquire Anglo American. They also explore the recent surge in the popularity of Ozempic, and the recent revitalisation of the Gamestop meme stock saga. Lastly, they briefly explored the Open AI’s newest release - ChatGPT4o.
    Escuchado 32m 59s
  • We're back: Jobs, Life & The Path Forward

    8 ABR. 2024 · In this episode, Parth & Abdul return to the podcast to discuss their latest life updates: Parth working in a sell-side role at a bank, with Abdul working in a buy-side position with a fund manager, both based in Sydney. They dive deeper into their respective roles, give advice for students looking to break into the industry, and discuss the plan moving forward.
    Escuchado 1h 1m 39s
  • Davos Recap 2024 and the Bitcoin ETF Surges

    5 FEB. 2024 · In this episode, Abdul breaks down the key takeaways from the 2024 World Economic Forum in Davos. From the societal impact of AI to digitization for sustainability, regulatory tipping points, and the debut of crypto ETFs, he explores the dynamic discussions that unfolded at this global gathering. Join us for a concise journey through the highlights that are reshaping our world.
    Escuchado 20m 44s
  • Bitcoin ETF Breakthrough: Navigating Global Trade and US Inflation

    19 ENE. 2024 · In this episode, Abdul navigates the complex currents of global affairs. He unravels the strategic maritime maeuvering of many big shipping companies and discusses the economic implications of these developments. He then shifts focus to the US economy, dissecting the Consumer Price Index inflation report and its implications for the bond markets. Additionally, he delves into the groundbreaking approval by the US Securities and Exchange Commission for the first spot Bitcoin ETF's.
    Escuchado 23m 14s
  • Decoding Gold's Surge and the FED's Wild Ride

    30 DIC. 2023 · In this episode, Abdul dives into the financial whirlwind of gold's surge and market behaviour. Explore the mysteries behind gold's record high, challenge conventional wisdom on real rates, and dissect the market frenzy post-Federal Reserve meeting. Join us for insightful analysis and a touch of humor as we navigate the unpredictable landscape of global finance.
    Escuchado 22m 25s
  • Stock Returns and Rate Hike Turbulence

    2 DIC. 2023 · In this episode Abdul dives into the volatile world of tech stocks. Join the conversation as we dissect the recent performance of industry giants such as Nvidia, Google, Apple, Amazon, Microsoft, and Meta. He also discusses the intricate relationship between interest rate hikes, inflation concerns, and the ever-sensitive stock market and there is also discussion about the possibility of rate hikes topping out.
    Escuchado 21m 40s
  • Eurozone, US Debt, and Microsoft's Power Play

    21 NOV. 2023 · In the episode Abdul starts the discussion in the Eurozone, which has witnessed the recent dip in inflation to 2.9%, raising questions about the region's economic policy and the European Central Bank's next moves. He then shifts focus to the United States, where a staggering $1 trillion is allocated for interest payments, signalling concerns about debt, deficits, and rising interest rates. Then, he delved into the intricate dance of power and influence in Microsoft's acquisition of Activision. Uncover the legal, financial, and global regulatory complexities that shaped this blockbuster deal. Join us as we draw parallels with historical challenges, offer predictions, and navigate the multifaceted tapestry of these economic narratives, examining the quest for stability, growth, and resilience in a world of uncertainties.
    Escuchado 20m 51s
  • Safe Haven Trades & Private Equity trends

    3 NOV. 2023 · In this episode, Abdul delves into the world of finance and geopolitics, offering insights into safe haven trades during times of geopolitical tension. The discussion covers key safe haven assets like the Japanese yen, gold, bitcoin, and oil, analyzing their historical performance and their role in hedging against uncertainty. Additionally, the episode explores the evolving landscape of private equity, highlighting the significant changes it has undergone in recent years and the challenges it currently faces.
    Escuchado 16m 21s
  • Guest Interview: Real Estate Mogul - Julian Khursigara

    23 OCT. 2023 · In this episode, Parth & Abdul interviewed Julian Khursigara, who is the co-founder of Search Party Property. They discussed Julian's upbringing, personal believes and motivations, and what problem his company aims to solve.
    Escuchado 30m 9s
  • Guest Interview: Tech Entrepreneur & Investor

    15 OCT. 2023 · In this episode, Parth & Abdul catch up with a tech mogul who they previously interviewed 5 months ago. They discuss his latest startup, his hiring philosophy and his retirement goals.
    Escuchado 48m 3s

A sell-side and buy-side analyst providing the latest coverage in the world of traditional finance, emerging markets and cryptocurrencies. Disclaimer: All topics/ideas discussed during the podcast are our personal views...

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A sell-side and buy-side analyst providing the latest coverage in the world of traditional finance, emerging markets and cryptocurrencies.

Disclaimer:
All topics/ideas discussed during the podcast are our personal views and should not be considered as financial advice.
The hosts are angel investors, and may or may not be invested in projects discussed during the episodes.
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