Episodes

  • Collateral Damage of Selling US Treasuries

    Collateral Damage of Selling US Treasuries
    Feb 20 2026
    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 mins
  • The Last Guardrail To Tame A Mad King

    The Last Guardrail To Tame A Mad King
    Jan 29 2026
    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 mins
  • The Awakening (and warning signs) of Private Investments

    The Awakening (and warning signs) of Private Investments
    Jan 23 2026
    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 mins
  • Why We Really Need Central Bank Independence

    Why We Really Need Central Bank Independence
    Jan 13 2026
    I break down why independent central banks are the backbone of stable, functioning economies—and what's at stake when that independence is threatened. Recent moves to politicize the Federal Reserve have sparked urgent questions about the future of monetary policy, inflation control, and market stability. I explain the dual mandate of central banks, how they provide crucial guardrails against human greed and emotional decision-making, and why stability in interest rate policy is essential for businesses and investors alike. Looking at cautionary examples from Turkey, Argentina, and Hungary, I reveal what happens when central banks lose their independence. With markets showing unprecedented apathy to these foundational threats, I argue this isn't a distant concern—it's affecting your investment decisions right now. Essential for anyone serious about protecting their wealth in an increasingly uncertain economic landscape.
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    21 mins
  • Investing In Motion-Tariffs Schmariffs

    Investing In Motion-Tariffs Schmariffs
    Nov 11 2025
    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 mins
  • AI: Still Not Ready For Prime Time

    AI: Still Not Ready For Prime Time
    Oct 14 2025
    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 mins
  • Stock Talk-New Normals of Investing, Business and Trade

    Stock Talk-New Normals of Investing, Business and Trade
    Oct 1 2025
    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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    Less than 1 minute
  • AI Debates My Last 100 Scorecard

    AI Debates My Last 100 Scorecard
    Sep 24 2025
    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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    Less than 1 minute