『Stock Talk』のカバーアート

Stock Talk

Stock Talk

著者： Aman Raina MBA
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概要

 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
  • Collateral Damage of Selling US Treasuries

    Collateral Damage of Selling US Treasuries
    2026/02/20
    In this episode of Stock Talk, Aman breaks down the growing global conversation around selling US Treasuries — and why it's not as straightforward as it sounds. With countries like China reducing their holdings and Danish pension funds walking away, the idea of pushing back on US dollar-based assets is gaining momentum. But what happens if everyone sells at once? Aman maps out the ripple effects and a global contagion that would hit every economy — not just America's. He explores why a slow, methodical approach to repatriating capital makes more sense than a sudden sell-off, shares how he's positioning his own portfolio, and explains why patience and global coordination will be essential to navigating this uncertain era.
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    20 分
  • The Last Guardrail To Tame A Mad King

    The Last Guardrail To Tame A Mad King
    2026/01/29
    Markets hit record highs while political chaos threatens the foundation of US investment stability. In this episode, Aman explores the one remaining guardrail that could actually check unchecked power: the financial markets themselves. Discover why traditional political checks and balances are failing, and why the real leverage lies not in boycotts or political action, but in something far more powerful—strategically impairing corporate growth. Learn how incremental reductions in purchases, treasury rollovers, and middle-power coordination could force meaningful change when nothing else can. This isn't your typical market analysis. It's a frank discussion about protecting your wealth in an era where political stability, rule of law, and predictable business environments—the pillars that made US assets the world's default investment—are being systematically dismantled. If you're wondering how to invest when the rules are changing, this episode offers actionable insights for navigating the cringe.
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    28 分
  • The Awakening (and warning signs) of Private Investments

    The Awakening (and warning signs) of Private Investments
    2026/01/23
    While public markets hit record highs, a seismic shift is happening beneath the surface—and most investors are completely unaware. In this enlightening episode, Aman exposes the hidden world of private equity and private credit that's quietly reshaping the investment landscape. Discover why companies like OpenAI, Anthropic, and SpaceX are choosing to stay private, locking out everyday investors from potentially transformative opportunities. Learn about the dangerous parallels to the 2008 financial crisis and why the lack of transparency in private markets could trigger the next major market disruption. Aman breaks down the accountability gap, valuation risks, and illiquidity concerns that make private equity far riskier than most people realize. Whether you're considering private investments or simply want to protect your portfolio, this episode reveals crucial warning signs every investor needs to watch. Don't get caught off guard—understand what's really happening behind the gates of private markets.
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    19 分
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