Stock Talk

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.

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.

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.

Markets keep hitting record highs, portfolios are looking healthy, yet something doesn’t feel right. In this episode of Investing in Motion, Investment Coach Aman Raina takes you on a candid drive-time reflection about what he calls the new age of “cringe investing.” While indexes soar and personal gains stack up, the fundamentals beneath the surface—tariffs, government interventions, sentiment indicators—tell a far less comforting story. Aman shares how he’s navigating this uneasy bull market: sticking closely to a disciplined investing playbook. He explores why investors seem to be shrugging off warning signs, why sentiment surveys are flashing red, and how to keep your “Spidey sense” sharp. If you’ve ever felt unsettled watching the markets climb higher despite troubling signals, this episode will resonate. Tune in to learn, reflect, and rethink your own playbook.

In this episode of Stock Talk, Aman Raina, Investment Coach and Founder of Sage Investors, dives into a thought-provoking article from The Economist that flips the script on who the real investing pros are. Spoiler: it’s not your favorite TikTok finance guru. Aman breaks down how companies—not Wall Street or influencers—are making the smartest capital allocation decisions and why their boots-on-the-ground perspective gives them the ultimate edge. Backed by studies from Harvard, Yale, and Georgetown, this episode is a wake-up call to re-anchor your investing approach in timeless principles of capitalism. If you’re feeling disillusioned by the current market noise and crave a return to rational, fundamentals-based investing, this is the episode you need to hear.

Join Aman in another candid ride for the second episode of "Investing In Motion", as he navigates morning errands and market chaos, offering unfiltered takes on the latest headlines—from escalating tariff threats against the EU and Apple to the unpredictable antics of the so-called "Mad King." Amid political distractions, market volatility, and global uncertainty, the episode explores the challenges of investing in an era where distraction is the norm and policy whims can shift overnight. Tune in for sharp insights on why broad diversification is more crucial than ever, how investors can cope with uncertainty, and a possible dose of real-life road rage to keep things lively. If you want honest, real-world investing talk with a side of humor, this episode is for you. NOTE: Apologies for the background buzz sound and sudden cut-off of the episode...we are in motion and we remain a work in progress on this format!!!

Discover how Canadian Depository Receipts (CDRs) can help Canadian investors gain exposure to U.S. equities without the hassle of currency conversion. Learn how CDRs function similarly to ETFs, allowing fractional ownership of major U.S. stocks like Apple and JPMorgan, all traded in Canadian dollars on local exchanges. Explore the benefits of CDRs, including accessibility, currency risk mitigation through built-in hedging, and the receipt of proportional dividends. Understand potential considerations such as liquidity and availability, and gain insights into how CDRs can be a valuable addition to your long-term investment strategy. This episode offers practical advice for Canadians looking to diversify their portfolios with U.S. assets in a cost-effective way.

Aman Raina of Sage Investors unpacks the seismic shift in the U.S. political landscape as Mad King 2.0 takes the throne. With the clarity of the election outcome, Aman explores its profound implications for investors and the future of capitalism. He delves into the emerging era of "cringe investing," where decision-making is driven as much by political appeasement as by fundamental analysis. Will traditional free-market principles hold, or are we entering an age of oligarch-style capitalism? Aman reflects on past lessons from Mad King 1.0, shares personal investment experiences, and highlights strategies for navigating this new reality. From diversification to ETFs, he outlines actionable steps investors can take to stay ahead of the chaos. If you're grappling with how to invest when values clash with opportunity, this episode is a must-listen.

In this episode, we revisit a key investing theme highlighted earlier this year: the impact of the US election on the financial markets. The discussion centers around "negative game changer moments"—events that significantly disrupt industries or economies. We delve into potential scenarios involving the leading political candidates, referred to as "Mad King 2.0" and "Uncle Joe 2.0," and their suitability for leadership. The conversation also examines the implications of recent Supreme Court decisions, including the removal of the Chevron deference, which could undermine regulatory protections for consumers and investors. The episode underscores the erosion of the rule of law and its potential long-term effects on market stability and investor confidence. Finally, we explore the broader economic consequences, drawing comparisons with political stability in other countries and questioning the future of US economic dominance.

"In The Loop - Take 30" dissects how social media makes investing deceiving simple by highlighting 2 posts, Investment Coach, Aman Raina recently came across. It challenges the 'easy money' narrative with hard truths: a 50% loss requires a 100% gain to break even—no small feat. Highlighting the Nikkei's decades-long stagnation, the epsiode underscores the patience needed in investing. Viewers will gain a no-nonsense perspective on managing losses, avoiding confirmation bias, and appreciating the full story behind each investing decision. Discover why the smartest play is often the humble retreat, and get a front-row seat to Aman's unfiltered trading journey—wins, losses, and all. Tune in to fortify your financial literacy and decision-making!

In this episode we dive into the burgeoning world of AI. With a critical eye, we takes a shot at dissecting the hype, coming from Wall Street and the Corporate World versus reality of automating tasks in industries once considered untouchable, like law and science. We question the readiness of AI for mainstream use, sharing firsthand experiences with AI tools that reveal inconsistencies and unexpected outcomes. From legal implications to job market disruptions, we explore the potential and pitfalls of AI. Discover why, despite immediate gains, AI might not be the game-changer it's touted to be and how it could impact future growth. Tune in for a candid look at AI’s place in our society and its influence on the ever-changing job landscape.

In the this episode, we dive into the evolving landscape of investment sentiment as the spectre of FOMO (Fear of Missing Out) returns to the market. Despite pervasive concerns of an imminent recession and the anticipation of falling interest rates, the Smart Money and Soothsayers have been proven wrong (again) as the economy remains resilient, and interest rates stabilize. We explore the recent trends where many investors, having sat out the bull run due to fear, are now witnessing the S&P and other indexes reach new highs, sparking a renewed sense of FOMO. The podcast addresses the personal investment strategies that have leaned towards fixed income, reaping benefits, while also acknowledging the missed opportunities in technology sectors, particularly in FAANG stocks, which were a profitable venture in the previous year. The episode discusses the psychological challenges of investing, including the biases and groupthink that can influence decision-making, and the occupational hazards of chasing trends. We delve into the importance of sticking to one's core investing ideology, focusing on wealth-creating companies selling for cheap and being disciplined, patient, and ready to endure the discomfort that comes with long-term investment strategies. Additionally, the podcast provides insights into current investments that may be out of favour but hold potential for future rewards. There's also a discussion on the bond market and the strategy to handle potential shifts in interest rates. Tune in to understand how to navigate the emotional roller coaster of FOMO investing, make uncomfortable but potentially rewarding decisions, and remain faithful to your investing principles for long-term success.