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

Korea and Taiwan: Boom or Bubble?

May 30, 2026 • 16 mins
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, from TSMC and Samsung to SK Hynix and high bandwidth memory. We explore the stock market boom, worker bonuses, fund-flow risks, and whether the Asian AI trade is becoming dangerously crowded.
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The US–China Summit: Who Had the Leverage?

May 24, 2026 • 18 mins
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 unpack the key issues: rare earths, tariffs, Taiwan, Iran, Boeing, fentanyl cooperation, and the broader shift from free trade to weaponised interdependence.
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Hantavirus: Is The World Ready for Another Pandemic?

May 17, 2026 • 17 mins
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 episode, we break down how the virus spreads, why the Andes strain is unusual, and why health authorities are taking strong precautions despite saying the broader public risk remains low. We also ask the bigger question: after COVID, is the world actually ready for another pand...
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Hot Takes: We Said What Everyone's Thinking

May 10, 2026 • 40 mins
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 incentives, data, and real-world dynamics behind some uncomfortable truths.We also debate whether Universal Basic Income is inevitable in an AI-driven world, and challenge the idea that recessions might not exist in the way we once thought. This episode is less about being right and mo...
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Is OPEC Losing Its Grip?

May 3, 2026 • 19 mins
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 this episode, we explain what OPEC and OPEC+ actually are, why members cheat on production quotas, and why the UAE’s exit matters more than past departures. We also break down the market impact: crisis-level oil prices, winners and losers, and whether today’s supply shock could...
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Crypto Won — So Why Does It Feel Like It Lost?

April 26, 2026 • 17 mins
Crypto got everything it asked for: institutional adoption, ETFs, regulation, and mainstream legitimacy. So why does it feel… boring? We debate whether institutions capped crypto’s upside, why retail hasn’t come back, how crypto lost its cultural edge, and whether the industry is quietly becoming financial plumbing rather than a speculative frontier. This episode explores whether crypto’s success created its biggest problem yet.
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The Gamification of Everything

April 19, 2026 • 23 mins
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 companies are using gamification to shape behaviour, increase engagement, and drive revenue, often without users realising. We explore real-world examples like Temu, trading apps, and fitness platforms, and debate whether this shift is making us better off… or just easier to influen...
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The New Space Race Isn't What You Think

April 12, 2026 • 27 mins
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 shift toward private space companies like SpaceX and Blue Origin. We also dive into Boeing’s Starliner failure (and how SpaceX had to step in), and why China’s 2030 Moon ambitions are reigniting a global space race. This isn’t just about exploration anymore — it’s geopolitics, e...
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Protein Everything...But Why?

April 5, 2026 • 15 mins
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 consumers are buying them, and whether this is a genuine health shift or one of the smartest marketing trends in recent years.
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Is Private Credit the Next Financial Risk?

March 29, 2026 • 19 mins
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 withdrawal limits, valuation questions, and high-profile lending problems - have sparked debate about the stability of the industry. In this episode we break down what private credit actually is, why it grew so quickly, and whether the recent stress signals bigger risks ahead.
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You Will Own Nothing! (You'll Only Subscribe)

March 22, 2026 • 21 mins
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 revenue models, how it impacts consumers, and whether the subscription economy is creating real value or quietly increasing the cost of everything over time.
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Guest Interview: Tech, AI, and Prediction Markets

March 15, 2026 • 37 mins
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 a company in the age of AI. We also dive into prediction markets, the AI race between US-China, and how this could reshape the global economy moving forward. 
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Iran, Oil, and the Global Domino Effect

March 7, 2026 • 27 mins
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 Iran’s history, the roots of today’s tensions, and why the Strait of Hormuz carries roughly 20% of global oil supply. We explore the ripple effects across global energy markets, India’s pivot toward Russian oil, China’s strategic position, and what higher oil prices could me...
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US-Iran Conflict: Aviation Chaos

March 1, 2026 • 16 mins
The US-Iran conflict has triggered widespread airspace restrictions across one of the most critical regions in global aviation, forcing airlines to cancel flights, reroute aircraft, and absorb significant operational and financial costs. Because major hubs like Dubai and Doha serve as central connectors between Europe, Asia, and Africa, even short-term disruptions can ripple across the entire global network, increasing fuel consump...
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The Musk Machine

February 22, 2026 • 30 mins
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 compensation package, the reported SpaceX IPO, merger speculation, and even the idea of launching data centers into space. Is Musk a generational builder reshaping industries — or a master of capital structure and valuation engineering? We unpack the incentives, the risks, and t...
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The World is Healing (Quietly)

February 15, 2026 • 32 mins
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 is happening. This isn’t an argument that the world is perfect. It’s a reminder that change is often slow, uneven, and easy to miss while it’s happening. Sometimes the most important trends don’t make headlines.
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The Yen Carry Trade

February 8, 2026 • 16 mins
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 yen has quietly fuelled global risk-taking for decades, why Japan became the world’s funding currency, and where that money actually flows. We then dive into what’s changed recently: political shifts under Japan’s new government, rising equity and FX volatility, Bank of Japan...
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The End of Central Bank Independence?

February 1, 2026 • 12 mins
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 markets reacted, and what history tells us happens when politics takes control of money.
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Greenland, Trump and the Board of Peace

January 24, 2026 • 28 mins
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 plays, the market reactions, and what it all means for the future of world order.
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The World Isn’t Having Enough Babies

January 18, 2026 • 26 mins
Fewer babies today means fewer workers tomorrow. This episode explores the global fertility collapse, the growing pension burden, failed government incentives, and why demographics may be the biggest long-term risk to economic growth.
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