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
  • AI Debates My Last 100 Scorecard

    AI Debates My Last 100 Scorecard
    2025/09/24
    Real portfolio, real rules: In this episode, I put my “Last 100” investment decisions under the microscope—and let AI debate the results. I share a debate where the avatars stress-test the results of last 100 investment decisions, and ask some thought provoking ideas on whether frictionless trading is quietly shortening holding periods and impacting my long-term investment decision discipline? You’ll hear two AI voices challenge and defend the approach—on profit-capping, repeat entries, sector concentration, and how to adapt when geopolitics jolts markets. If you care about disciplined process over hot takes—and want transparent receipts—this one’s for you. Full scorecard is on sageinvestors.ca/articles/my-last-100-investment-decisions-2025-scorecard
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    1分未満
  • Stock Talk-Investing in Motion: Cringe Investing Lingers

    Stock Talk-Investing in Motion: Cringe Investing Lingers
    2025/09/15
    Markets keep hitting record highs, portfolios are looking healthy, yet something doesn’t feel right. In this episode of Investing in Motion, Investment Coach Aman Raina takes you on a candid drive-time reflection about what he calls the new age of “cringe investing.” While indexes soar and personal gains stack up, the fundamentals beneath the surface—tariffs, government interventions, sentiment indicators—tell a far less comforting story. Aman shares how he’s navigating this uneasy bull market: sticking closely to a disciplined investing playbook. He explores why investors seem to be shrugging off warning signs, why sentiment surveys are flashing red, and how to keep your “Spidey sense” sharp. If you’ve ever felt unsettled watching the markets climb higher despite troubling signals, this episode will resonate. Tune in to learn, reflect, and rethink your own playbook.
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    15 分
  • Stock Talk-Investing In Motion: Latest Jobs Reports

    Stock Talk-Investing In Motion: Latest Jobs Reports
    2025/09/07
    In this special "Investing in Motion" episode, Aman reports from the road as he reacts in real time to disappointing U.S. and Canadian jobs data, the surprising resilience of the stock market, and the surging influence of AI in today’s economy...all with a dash of profanity-laced road rage! Driving through Toronto traffic, he weaves together sharp market analysis with unfiltered commentary on fiscal policy, central bank moves, bonds market, all with everyday chaos of city driving.
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    16 分
  • In The Loop-Take 35: Reintroduction to the GOAT Investors

    In The Loop-Take 35: Reintroduction to the GOAT Investors
    2025/06/29
    In this episode of Stock Talk, Aman Raina, Investment Coach and Founder of Sage Investors, dives into a thought-provoking article from The Economist that flips the script on who the real investing pros are. Spoiler: it’s not your favorite TikTok finance guru. Aman breaks down how companies—not Wall Street or influencers—are making the smartest capital allocation decisions and why their boots-on-the-ground perspective gives them the ultimate edge. Backed by studies from Harvard, Yale, and Georgetown, this episode is a wake-up call to re-anchor your investing approach in timeless principles of capitalism. If you’re feeling disillusioned by the current market noise and crave a return to rational, fundamentals-based investing, this is the episode you need to hear.
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    31 分
  • Stock Talk-Investing In Motion - Jobs Reports and Musk Drama

    Stock Talk-Investing In Motion - Jobs Reports and Musk Drama
    2025/06/07
    Get ready for another candid, on-the-road breakdown of the latest market moves in this special episode of Investing in Motion. Investment Coach Aman Raina dives into the June jobs report, unpacks Wall Street’s reaction, and explores why making smart investment decisions feels tougher than ever in today’s climate of distractions and volatility. From the US and Canadian labor numbers to the high-stakes drama between the Mad King and the Mad Prince, Aman shares real-time insights, personal portfolio moves, and his go-to strategy for navigating uncertainty. Whether you’re a seasoned investor or just starting out, tune in for unfiltered market talk, practical takes on diversification, and a dash of road trip banter to take the edge off.
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    13 分