Episodes

  • DV105 - The 2nd pillar of the bull market & Saturday's 'Woodstock for Capitalists' - Daily financial outlook - May 3rd

    DV105 - The 2nd pillar of the bull market & Saturday's 'Woodstock for Capitalists' - Daily financial outlook - May 3rd
    May 3 2024
    The Fed has kept the door open to interest rate cuts this year, and this is a key support to this new bull market, alongside better earnings growth. We also look ahead to Saturday's Berkshire Hathaway 'Woodstock for Capitalists' annual general meeting.
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    5 mins
  • TT046: Can $CVNA Drive Off Into The Sunset? | Q1 Results Shock The Market

    TT046: Can $CVNA Drive Off Into The Sunset? | Q1 Results Shock The Market
    May 2 2024
    In this episode, Sam North looks at Carvana's chart after it exploded higher after their shock results.
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    6 mins
  • DV104 - Autos the world's most divided sector & Apple low expectations results preview - Daily financial outlook - May 2nd

    DV104 - Autos the world's most divided sector & Apple low expectations results preview - Daily financial outlook - May 2nd
    May 2 2024
    The current EV 'winter' will pass with only 3% all cars on the road electric and many investors remaining steadfast in support. Whilst the most bullish thing about Apple's results tonight is that expectations are already very low.
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    6 mins
  • MB193: Amazon, Apple & Novo Nordisk

    MB193: Amazon, Apple & Novo Nordisk
    May 1 2024
    In this conversation, Sam and Josh discuss the Q1 earnings reports from Amazon, Apple and Novo Nordisk.
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    31 mins
  • DV103 - Europe's defence spending rebound & Two things to watch from the Fed - Daily financial outlook - May 1st

    DV103 - Europe's defence spending rebound & Two things to watch from the Fed - Daily financial outlook - May 1st
    May 1 2024
    Europe is leading the growth turnaround in global defence spending, significantly boosting local defence stocks. We see room for relief from today's Fed meeting with investors already braced for minimal interest rate cuts.
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    4 mins
  • TT045: Cocoa Chart Suffers Biggest Intraday Loss Since 1960

    TT045: Cocoa Chart Suffers Biggest Intraday Loss Since 1960
    Apr 30 2024
    In this episode, Sam North looks at Cocoa's chart after it suffered its biggest intraday loss since 1960.
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    6 mins
  • DV102 - The big Breakfast commodities rally & Amazon's key earnings preview - Daily financial outlook - April 30th

    DV102 - The big Breakfast commodities rally & Amazon's key earnings preview - Daily financial outlook - April 30th
    Apr 30 2024
    Our Breakfast commodities price index surged on weather-driven supply disruptions, a boost to ag producers and their suppliers but a threat to food companies and lower inflation expectations. We also preview AWS cloud leader and online retail giant Amazon's results.
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    4 mins
  • DV101 - Buckle up for May in markets & The 3 keys this week - Daily financial outlook - April 29th

    DV101 - Buckle up for May in markets & The 3 keys this week - Daily financial outlook - April 29th
    Apr 29 2024
    April volatility may continue into May, with NVIDIA earnings, the Fed meeting, and election calendar highlights, but we remain in the early bull market innings. The 3 keys for this week are AAPL and AMZN earnings, the US Fed meeting and jobs report, and Europe's data exceptionalism.
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    4 mins