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The Investor's Diary

The Investor's Diary

Written by: Investor Diaries
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About this listen

 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.Copyright Investor Diaries Economics Personal Finance
Episodes
  • The Musk Machine

    The Musk Machine
    Feb 22 2026
    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 the optionality markets are really pricing.
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    30 mins
  • The World is Healing (Quietly)

    The World is Healing (Quietly)
    Feb 15 2026
    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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    32 mins
  • The Yen Carry Trade

    The Yen Carry Trade
    Feb 8 2026
    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 intervention risks, and why even rumours of policy change are enough to rattle markets. This isn’t just a Japan story — it’s a global liquidity story.
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    17 mins
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