『Stock Talk』のカバーアート

Stock Talk

Stock Talk

著者： Aman Raina MBA
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このコンテンツについて

 Investment Coach and Founder of Sage Investors, Aman Raina chats about investing in stocks and ETF's and other interesting stock market observations. 個人ファイナンス 経済学
エピソード
  • Investing In Motion-Tariffs Schmariffs

    Investing In Motion-Tariffs Schmariffs
    2025/11/11
    In this special edition of Stock Talk, Aman explores how tariffs have become the "new normal" for businesses and Wall Street. Drawing from recent economic analysis, Aman reveals a fascinating trend companies are adopting. While Wall Street shrugs off 2-3% price increases as negligible, Aman highlights the stark divide this creates for families and small businesses operating on tight margins. He discusses the long-term implications for company valuations, the irony of tariff-funded farmer bailouts, and why Wall Street is more concerned about AI financing than societal disruption. Aman shares his candid observations about market sentiment.investment strategy, and the global normalization of tariff economics..while travelling from point A to point B! A must-listen for investors navigating today's complex landscape.
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    13 分
  • AI: Still Not Ready For Prime Time

    AI: Still Not Ready For Prime Time
    2025/10/14
    Aman revisits the state of artificial intelligence one year after his first deep dive. He explores how far AI has come—and how far it still has to go. From the clunky, inconsistent tools of early ChatGPT to today’s massive corporate investments and sky-high valuations, Aman examines whether the hype is justified or if we’re seeing echoes of the late-’90s dot-com bubble. He breaks down AI’s real capabilities—pattern matching and first-level thinking—while warning that it still struggles with creativity, context, and second-level critical analysis. Through the lens of investing, he questions whether companies can sustain returns amid mounting costs, overinvestment, and social impacts like job displacement. Insightful, skeptical, and forward-looking, this episode challenges investors and thinkers alike to separate genuine innovation from speculative frenzy.
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    56 分
  • Stock Talk-New Normals of Investing, Business and Trade

    Stock Talk-New Normals of Investing, Business and Trade
    2025/10/01
    In this episode of Stock Talk, Aman dives into what he calls the new era of cringe investing. Core principles that once guided smart capital allocation—political stability, rule of law, free markets—are being challenged, distorted, and increasingly normalized in ways that should unsettle investors. Aman explores how business leaders, Wall Street, and even the media are rationalizing behaviors that undermine capitalism: CEOs bending the knee to political pressure, tariffs reframed as “not so bad,” and markets shrugging off deteriorating fundamentals while hitting record highs. Through examples ranging from podcast discussions with JP Morgan’s Michael Cembalest to Tim Cook’s golden tribute and Nvidia’s quiet lobbying, Aman illustrates how companies and investors are adapting to a warped landscape. The result? Rising markets, profitable portfolios—and an uncomfortable feeling that wealth creation is being replaced by survival tactics. Listen in to understand why investing feels increasingly cringe.
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    1分未満
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