Nobody Knows

Sneh Mehta, Matt Munson
  • 4.9 (7)
  • Investing
  • Updated Weekly

Nobody Knows is a casual conversation between friends about the unpredictability of the stock market, economics, and money.

Episodes

  1. May 31

    The $2 Trillion Rocket, AI Valuations, Market Sentiment & The Return of Software

    00:00 Market Momentum and Trends 08:53 Software Sector Resurgence 18:02 AI and Market Valuations 26:53 IPO Dynamics and Market Rebalancing 31:11 The SpaceX IPO and Market Dynamics 33:50 Selling Pressure and Portfolio Rebalancing 36:35 Valuation Concerns and Market Sentiment 39:09 Long-Term Perspectives on SpaceX 43:53 Market Reactions to Economic Indicators 46:45 Future Outlook Disclaimer: The content provided in this podcast is for informational, educational, and entertainment purposes only and does not constitute financial, legal, or tax advice. Nothing discussed constitutes a solicitation, recommendation, or offer to buy or sell any securities or financial instruments. Investing involves significant risk, including the potential loss of principal, and past performance is not indicative of future results. No fiduciary relationship is established hereby, and all opinions expressed are solely those of the participants and do not reflect the views of any affiliated organizations. Hosts or guests may hold positions in the assets discussed. You should conduct your own independent research and consult with a licensed financial advisor or tax professional before making any investment decisions tailored to your specific financial situation.

  2. May 17

    The Hardest Job In America, Hot Economic Prints, Nvidia Earnings Week


    00:00 Market Overview and Recent Trends 13:15 Real Estate Insights and Rate Cuts 25:16 Market Sentiment and Future Predictions 25:29 Market Trends and Earnings Predictions 27:24 Consumer Price Index and Inflation Impact 32:11 The Future of Inflation and Investment Strategies 36:59 Navigating Economic Challenges and Federal Reserve Decisions 43:30 Preparing for Market Volatility and Strategic Insights Disclaimer: The content provided in this podcast is for informational, educational, and entertainment purposes only and does not constitute financial, legal, or tax advice. Nothing discussed constitutes a solicitation, recommendation, or offer to buy or sell any securities or financial instruments. Investing involves significant risk, including the potential loss of principal, and past performance is not indicative of future results. No fiduciary relationship is established hereby, and all opinions expressed are solely those of the participants and do not reflect the views of any affiliated organizations. Hosts or guests may hold positions in the assets discussed. You should conduct your own independent research and consult with a licensed financial advisor or tax professional before making any investment decisions tailored to your specific financial situation.

  3. May 3

    The Fed, AI CapEx, and the Big Tech Earnings

    00:00 Introduction to the Nobody Knows Podcast 26:32 Federal Reserve Meeting Insights 29:43 Jerome Powell's Leadership and Challenges 35:21 Market Dynamics and Economic Indicators 36:38 Oil Prices and Economic Implications 40:08 CapEx and AI Spending Trends 43:41 Meta's Earnings and Market Sentiment 47:46 Google's Revenue Backlog and Future Earnings 50:49 Microsoft's Earnings and Market Position Disclaimer: The content provided in this podcast is for informational, educational, and entertainment purposes only and does not constitute financial, legal, or tax advice. Nothing discussed constitutes a solicitation, recommendation, or offer to buy or sell any securities or financial instruments. Investing involves significant risk, including the potential loss of principal, and past performance is not indicative of future results. No fiduciary relationship is established hereby, and all opinions expressed are solely those of the participants and do not reflect the views of any affiliated organizations. Hosts or guests may hold positions in the assets discussed. You should conduct your own independent research and consult with a licensed financial advisor or tax professional before making any investment decisions tailored to your specific financial situation.

  4. Apr 28

    Chips N Dips

    00:00 Market Overview and Current Trends 01:54 The Semiconductor Sector Surge 11:16 AI: Bubble or Boom? 18:41 Understanding Semiconductors and Their Impact 25:00 The Impending SpaceX IPO and Market Implications 29:56 The Anticipation of IPOs 35:18 The Impact of Tim Cook's Leadership at Apple 42:31 Transitioning Leadership: The Future of Apple 46:58 Market Sentiment and Upcoming Earnings Reports Disclaimer: The content provided in this podcast is for informational, educational, and entertainment purposes only and does not constitute financial, legal, or tax advice. Nothing discussed constitutes a solicitation, recommendation, or offer to buy or sell any securities or financial instruments. Investing involves significant risk, including the potential loss of principal, and past performance is not indicative of future results. No fiduciary relationship is established hereby, and all opinions expressed are solely those of the participants and do not reflect the views of any affiliated organizations. Hosts or guests may hold positions in the assets discussed. You should conduct your own independent research and consult with a licensed financial advisor or tax professional before making any investment decisions tailored to your specific financial situation.

  5. Apr 18

    Strait Up Hormuz

    00:00 Market Overview and Recent Trends 05:05 Geopolitical Impacts on Oil Prices 10:05 Market Psychology and Investment Strategies 19:46 Long-Term Investment Perspectives 27:22 Understanding Inflation and Wealth Growth 31:39 The Importance of Long-Term Investment 36:05 AI Disruption in the Software Sector 41:29 Salesforce's Innovative Approach to AI 46:33 Market Trends and Upcoming Earnings

  6. Apr 12

    Pilot Episode

    00:00 Introduction to the Podcast and Market Overview 01:42 Current Market Trends and Geopolitical Impacts 06:42 Presidential Cycles and Market Volatility 10:04 Commodities and Their Influence on the Market 15:32 Earnings Season and Company Guidance 20:37 Financial Sector Dynamics and Interest Rates 25:27 Future Market Predictions and Closing Thoughts

  • 6 Episodes

Ratings & Reviews

4.9
out of 5
7 Ratings

About

Nobody Knows is a casual conversation between friends about the unpredictability of the stock market, economics, and money.

Information

  • Creator
    Sneh Mehta, Matt Munson
  • Years Active
    2026
  • Episodes
    6
  • Rating
    Explicit
  • Copyright
    © Sneh Mehta, Matt Munson
  • Show Website
    Nobody Knows