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Episode 113 – DeepSeek Saga Brutally Exposes the Irrational Exuberance of the AI Trade, Budget 2025 Should Turbocharge Consumer Spending, and FedEx Finally Answers My Prayers
S1 E113 • 45 mins • Feb 4, 2025
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Recent Episodes
Feb 4, 2025
Episode 113 – DeepSeek Saga Brutally Exposes the Irrational Exuberance of the AI Trade, Budget 2025 Should Turbocharge Consumer Spending, and FedEx Finally Answers My Prayers
S1 E113 • 45 mins
Jan 26, 2025
Episode 112 – Trump 2.0 Offers Fed Plenty to Think, Indian Automakers Gear Up for the EV Revolution, and Why Salesforce is my Top Pick for 2025
S1 E112 • 40 mins
Jan 19, 2025
Episode 111 – CPI Report Reverses the Negativity of the Jobs Report, Are Investors Losing Faith in Indian Markets, and Why Adobe’s Recent Weakness Is a Beautiful Opportunity for Long-Term Investors
S1 E111 • 39 mins
Jan 12, 2025
Episode 110 – December Jobs Report Boosts Treasury Yields While Wiping Out Stocks, Indian Automakers End 2024 on a Strong Footing, and Why Lululemon Deserves Your Love
S1 E110 • 44 mins
Dec 8, 2024
Episode 109 – US Economy Sees Jobs Bouncing Back, SUVs Keep Revving Up Sales of Indian Automakers, and Why One Really Needs to Look at Google Parent Alphabet
S1 E109 • 36 mins
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