Shows / The Investor's Diary
The Investor's Diary
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.
Episodes
- The Investor's Diary
Why the U.S. Is Buying Back Its Own Bonds
The Treasury just doubled a program that buys back 30-year bonds, and the headlines make it sound like a big deal — so we break down what a “yield curve”…
- The Investor's Diary
Can Love Survive a Pay Cut?
How much does money actually matter in a relationship?In this episode, I sit down with a friend to talk about money, attraction and what financial…
- The Investor's Diary
How Your Birthday Got Monetised
Why do we celebrate birthdays and when did getting older become such big business? In this episode, we explore the history of cakes and candles, why birthdays…
- The Investor's Diary
India’s Gen Z Revolt
A joke about cockroaches became one of the biggest youth- ed challenges to Narendra Modi’s government. In this episode, we unpack India’s Gen Z protest…
- The Investor's Diary
Her Economy: A Theory
A solo, for-fun theory episode: I’ve noticed everything lately seems to be “for her” — movies, songs, gaming, travel — so I dig into why. Women now control…
- The Investor's Diary
#2: The World Is Healing (Quietly)
This is the second episode of our positive news series. The news cycle can make it feel like everything is getting worse, so this episode is about the stories…
- The Investor's Diary
Off the Pitch: The Nations Behind the World Cup
In this episode, we look beyond the football and dive into the major stories shaping Argentina, France, England and Spain. For Argentina, we unpack Javier…
- The Investor's Diary
The Social Media Ban Goes Global
Australia tried to ban under-16s from social media. Now the rest of the world is watching. We break down what the ban actually does, whether it’s working, how…
- The Investor's Diary
What If We Just…Cancelled the Debt?
In this solo episode, I start with a silly question: if every country is in debt, why don’t we just cancel it?The answer explains a lot about how the global…
- The Investor's Diary
A World Cup for Nobody… and a BTS Halftime Show
The World Cup just got a halftime show. Madonna, Shakira, BTS, Coldplay’s Chris Martin curating the whole thing — like it’s the Super Bowl now. And honestly?…
- The Investor's Diary
SpaceX Just Went Public — Now What?
In this episode, we break down SpaceX’s blockbuster Nasdaq debut, its record breaking $75 billion raise, and how the company quickly surged past a $2 trillion…
- The Investor's Diary
Two Idiots Run a Country
In this episode, we try to run fictional countries with only $100 each, and things get surprisingly revealing. We split our budgets across healthcare…
- The Investor's Diary
Korea and Taiwan: Boom or Bubble?
The AI boom is no longer just about Nvidia and Silicon Valley. In this episode, we dive into how Korea and Taiwan have become the backbone of the AI economy…
- The Investor's Diary
The US–China Summit: Who Had the Leverage?
In this episode, we break down the context going into the meeting, why Trump needed visible wins, and why Xi may have had the stronger strategic hand. We…
- The Investor's Diary
Hantavirus: Is The World Ready for Another Pandemic?
A hantavirus outbreak linked to the MV Hondius cruise ship has made global headlines, but what actually is hantavirus, and should people be worried? In this…
- The Investor's Diary
Hot Takes: We Said What Everyone's Thinking
From whether baby boomers shaped a system that favours asset owners, to the idea that most startups don’t actually need to exist — we break down the…
- The Investor's Diary
Is OPEC Losing Its Grip?
The UAE has left OPEC, the Iran war is disrupting oil flows through the Strait of Hormuz, and Saudi Arabia is under pressure to keep the cartel together. In…
- The Investor's Diary
Crypto Won — So Why Does It Feel Like It Lost?
Crypto got everything it asked for: institutional adoption, ETFs, regulation, and mainstream legitimacy. So why does it feel… boring? We debate whether…
- The Investor's Diary
The Gamification of Everything
From trading and gambling to shopping and fitness, everything in the modern economy is starting to feel like a game. In this episode, we break down how…
- The Investor's Diary
The New Space Race Isn't What You Think
After 50+ years, humans are back around the Moon, but this isn’t Apollo 2.0. In this episode, we break down Artemis II, NASA’s $90B+ lunar program, and the…
- The Investor's Diary
Protein Everything...But Why?
Protein cereal, protein chips, protein ice cream — what’s actually going on? We unpack the sudden explosion of high protein products, the psychology behind why…
- The Investor's Diary
Is Private Credit the Next Financial Risk?
Private credit has grown into a $2 trillion market as non-bank lenders step in where traditional banks pulled back. But recent headlines including fund…
- The Investor's Diary
You Will Own Nothing! (You'll Only Subscribe)
Subscriptions are everywhere — from streaming and software to gyms and even car features. In this episode we break down why companies are shifting to recurring…
- The Investor's Diary
Guest Interview: Tech, AI, and Prediction Markets
What does it actually look like to build a startup today? In this episode we speak with a founder building a new product and discuss the realities of launching…
- The Investor's Diary
Iran, Oil, and the Global Domino Effect
The latest escalation involving Iran, Israel and the United States is more than just a geopolitical story — it’s an energy story. In this episode we break down…
- The Investor's Diary
US-Iran Conflict: Aviation Chaos
The US-Iran conflict has triggered widespread airspace restrictions across one of the most critical regions in global aviation, forcing airlines to cancel…
- The Investor's Diary
The Musk Machine
In this episode, we break down the numbers behind the narrative: SpaceX’s profitability, Tesla’s valuation premium, the mechanics of Musk’s trillion-dollar…
- The Investor's Diary
The World is Healing (Quietly)
The news is built to show us what’s breaking — not what’s improving. In this episode, we step back from markets and crises to look at areas where real progress…
- The Investor's Diary
The Yen Carry Trade
The yen carry trade is one of the most important — and least discussed — forces in global markets. In this episode, we break down how borrowing cheap Japanese…
- The Investor's Diary
The End of Central Bank Independence?
Trump has nominated Kevin Warsh as the next Federal Reserve Chair. In this solo episode, we unpack why Fed independence matters, who was considered, how…
- The Investor's Diary
Greenland, Trump and the Board of Peace
From Trump’s push to control Greenland to his proposal for a ‘Board of Peace’, global geopolitics has taken a dramatic turn. We unpack the history, the power…
- The Investor's Diary
The World Isn’t Having Enough Babies
Fewer babies today means fewer workers tomorrow. This episode explores the global fertility collapse, the growing pension burden, failed government incentives…
- The Investor's Diary
Inside the Commodity Boom: Metals, M&A and Macro
Commodities had a massive year in 2025 — from gold and copper to uranium and oil. We break down why the rally happened, what the Glencore–Rio Tinto talks…
- The Investor's Diary
What Just Happened in Venezuela?
Donald Trump has reportedly taken Venezuela’s president into U.S. custody — a move with huge geopolitical, economic and market implications. We break down what…
- The Investor's Diary
Holiday Hype vs January Discipline: Who Wins?
From Black Friday to Dry January, consumer spending follows a surprisingly predictable cycle. In this episode, we break down the behavioural economics behind…
- The Investor's Diary
Australia Just Banned Social Media — What Happens Now?
Australia banned social media for kids… and chaos followed. We unpack what sparked the law, why the rollout has stumbled, how teens are dodging the rules, and…
- The Investor's Diary
Inside the Fed Rate Cut & The Road To 2026
Inside the Fed rate Cut, the real risks behind the decision, and a cautious outlook for 2026
- The Investor's Diary
Netflix, Warner Bros & the Politics of Media Power
This started as a simple question: should Netflix be allowed to buy Warner Bros? And then it spiralled into politics, power, and the future of media. We break…
The Investor's DiaryGYG IPO, Impact of US Elections & Terra SEC fine.
In this episode, Parth and Abdul discuss the biggest IPO in Australia since 2021 - Guzman Y Gomez. They also dive into the European IPO market, discuss the two…
- The Investor's Diary
BHP acquiring Anglo, GME Frenzy & GPT4o
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…
- The Investor's Diary
We're back: Jobs, Life & The Path Forward
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…
- The Investor's Diary
Davos Recap 2024 and the Bitcoin ETF Surges
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…
- The Investor's Diary
Bitcoin ETF Breakthrough: Navigating Global Trade and US Inflation
In this episode, Abdul navigates the complex currents of global affairs. He unravels the strategic maritime maeuvering of many big shipping companies and…
The Investor's DiaryDecoding Gold's Surge and the FED's Wild Ride
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…
- The Investor's Diary
Stock Returns and Rate Hike Turbulence
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…
- The Investor's Diary
Eurozone, US Debt, and Microsoft's Power Play
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…
- The Investor's Diary
Safe Haven Trades & Private Equity trends
In this episode, Abdul delves into the world of finance and geopolitics, offering insights into safe haven trades during times of geopolitical tension. The…
- The Investor's Diary
Guest Interview: Real Estate Mogul - Julian Khursigara
In this episode, Parth & Abdul interviewed Julian Khursigara, who is the co-founder of Search Party Property. They discussed Julian's upbringing, personal…
- The Investor's Diary
Guest Interview: Tech Entrepreneur & Investor
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…
- The Investor's Diary
Bonds Crisis, US Dollar Surge and SBF's Trial
In this episode, Abdul delved into the intriguing world of bond markets, where historic shifts are shaking the foundations of traditional investment…
- The Investor's Diary
Instacart IPO, Interest rate pauses, Oil shortages, and Amazon Lawsuit
In this episode, Abdul explored the global financial landscape, where central banks from different corners of the world have hit the pause button on rate…
- The Investor's Diary
IPOs, ECB Rate hikes, US Inflation, and BP CEO Resignation
In this episode, Abdul discussed the latest IPOs from Arm and Instacart, providing valuable insights for potential investors. He also discussed The European…
- The Investor's Diary
G20, ARMS IPO, BRICS, and UBS' Deal of the Century.
In this episode, Abdul explored the latest in global finance and diplomacy on "Global Insights, he spoke about the key takeaways from the G20 summit, updates…
- The Investor's Diary
Weakening AUD, Softbank Arm's IPO & The AI frenzy
In this episode, Parth & Abdul discuss the reasons behind the weakening AUD against foreign currencies. Additionally, they discuss the upcoming Arm IPO, the…
- The Investor's Diary
Taylor Swift causing inflation, and MSFT's $69B acquisition.
In this episode, Parth & Abdul discuss the recent earnings releases in the financial sector. Furthermore, they discuss the Microsoft acquisition of Activision…
- The Investor's Diary
Real Estate Insights: A Comprehensive Breakdown
In this episode, Parth & Abdul dive deep into the value drivers behind the Real Estate market and discuss the key trends impacting the future of the industry.
- The Investor's Diary
UBS X Credit Suisse, EDX Markets & Fake AI News
In this episode, Parth & Abdul explore the impact of the UBS acquisition of Credit Suisse, provide an update on the BTC spot ETF filings, discuss the…
- The Investor's Diary
Russian Civil War & The Tight Labour Market
In this episode, Parth & Abdul discuss the ongong tensions in Russia between the Wagner Group and Putin. In addition, they explore the tight labour market, and…
- The Investor's Diary
US Debt Ceiling, Interest Rates & BlackRock's BTC ETF
In this episode, Parth & Abdul discuss the recent raise in the US Debt Ceiling. They also talk about the pause in interest rate hikes, the SEC lawsuits on…
- The Investor's Diary
US Debt Default, NVIDIA surge & OpenAI's $30B valuation
In this episode, Parth & Abdul discuss the possibility of the US defaulting on its debt. Additionally, they discuss the reasons behind the recent surge in…