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The Investor's Diary

The Investor's Diary

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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 Economia Finanza personale
Episodi
  • What Breaks When Rates Go Up?

    What Breaks When Rates Go Up?
    Aug 30 2026
    Interest rates were supposed to be done rising. In Australia, the RBA already hiked three times this year — then paused, then flipped again after a hot inflation print. In the US, the Fed just held, but three officials dissented in favor of hiking, and the committee’s own forecast now points up, not down.
    Last time we lived through a hiking cycle like this, in 2023, three banks collapsed in eight weeks. In this episode, I break down exactly what broke, why the “safe” trade at Silicon Valley Bank turned into the fastest bank run in history — and then I make the case for where I think the next crack actually shows up. Hint: it’s not the banks. It’s hiding one layer beneath the biggest capital story of the decade — the debt quietly funding the AI buildout.
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    19 min
  • Why the U.S. Is Buying Back Its Own Bonds

    Why the U.S. Is Buying Back Its Own Bonds
    Aug 23 2026
    The Treasury just doubled a program that buys back 30-year bonds, and the headlines make it sound like a big deal — so we break down what a “yield curve” actually is, why it twisted this year, how bond buybacks nudge yields (and why it’s not as simple as printing money), and whether any of this will really move your mortgage rate. Zero finance background required — we explain every term from scratch, walk through why this echoes a 1960s Fed strategy called “Operation Twist,” and share some real predictions on where this goes next, from bond auctions to watch to what it means for housing.
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    12 min
  • Can Love Survive a Pay Cut?

    Can Love Survive a Pay Cut?
    Aug 16 2026
    How much does money actually matter in a relationship?

    In this episode, I sit down with a friend to talk about money, attraction and what financial compatibility really looks like. We get into whether ambition matters more than income, who should pay on dates, whether 50/50 is actually fair, financial red flags, prenups, joint accounts, lifestyle expectations and whether you’d still want your partner if they suddenly had nothing.
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    26 min
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