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The Vested Finance Podcast

The Vested Finance Podcast

By Vested Finance
Vested Finance is a wealth management platform headquartered in San Francisco, California, USA, with offices in Mumbai and Bangalore in India. Our mission is to empower you and give you access to the US equity market.

For more insights into markets and emerging technologies, please visit our blog @ blog.vested.co.in.
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Vested's Podcast, Episode #2: Nvidia's Arm acquisition & Nikola's fraud allegations

The Vested Finance Podcast

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Vested's Podcast, Episode #12: Everything Tesla, plus the EV Bubble
Welcome to the Vested Finance podcast! In this session, we will be discussing Tesla's inclusion into the S&P, Tesla's market cap versus Berkshire Hathaway's, as well as the EV Bubble. Several of the topics discussed in this podcast are covered in our blog posts (see links below). Date uploaded: Wednesday, 2nd December 2020 Co-hosts: Darwin Arifin & Kaihan Lin Show Notes: (0:38) All things Tesla, plus the rise of the electric vehicle industry (0:56) The complexities of index inclusion (2:15) Why do share prices drop, post-inclusion? (3:53) Tesla vs. Berkshire Hathaway (5:28) The EV Bubble (8:04) A valuation that boggles the mind Click here to access Vested's blog post on Adding Tesla to the SP500 and the EV Bubble. Click here to access Vested's blog post on SPACs and Electric Vehicle Companies. Blog: https://vested.co.in/blog/ Facebook: https://www.facebook.com/vestedfinanceco/ LinkedIn: https://www.linkedin.com/company/vestedfinance/ Podcast: https://anchor.fm/vested-finance/ Website: https://www.vested.co.in/
08:39
December 2, 2020
Vested's Podcast, Episode #11: Airbnb's inevitable IPO
Welcome to the Vested Finance podcast! In this session, we will be discussing Airbnb's upcoming IPO. Several of the topics discussed in this podcast are covered in our blog post (see link below). Date uploaded: Wednesday, 25th November 2020 Co-hosts: Darwin Arifin & Kaihan Lin Show Notes: (0:40) Time to IPO (2:34) A swift recovery, all things considered (3:29) What of Airbnb's profitability? (5:09) Desperate times, desperate measures (7:40) In good hands (8:26) Awaiting with bated breath... Click here to access Vested's blog post on Airbnb's upcoming IPO. Blog: https://vested.co.in/blog/ Facebook: https://www.facebook.com/vestedfinanceco/ LinkedIn: https://www.linkedin.com/company/vestedfinance/ Podcast: https://anchor.fm/vested-finance/ Website: https://www.vested.co.in/
08:57
November 25, 2020
Vested's Podcast, Episode #10: Hankering for a Vaccine
Welcome to the Vested Finance podcast! In this session, we will be talking all about vaccines. Several of the topics discussed in this podcast are covered in our blog post (see link below). Date uploaded: Wednesday, 18th November 2020 Co-hosts: Darwin Arifin & Kaihan Lin Show Notes: (0:41) A deep sense of frustration (1:06) Pfizer @ 90% (2:00) Vaccines 101 (3:57) Is an end in sight? (6:18) Vaccinating 7 billion people (8:21) The intricacy of vaccines (9:23) Logistics, production & investments (10:30) Supplying developing nations (10:53) Arriving at herd immunity (12:48) The inevitability of volatility in shares (13:49) Cautious optimism may be in order Click here to access Vested's blog post on the vaccine. Blog: https://vested.co.in/blog/ Facebook: https://www.facebook.com/vestedfinanceco/ LinkedIn: https://www.linkedin.com/company/vestedfinance/ Podcast: https://anchor.fm/vested-finance/ Website: https://www.vested.co.in/
14:24
November 18, 2020
Vested's Podcast, Episode #9: Impact of the US elections and ARPU
Welcome to the Vested Finance podcast! In this session, we will be discussing the impact of the US elections as well as ARPU. Several of the topics discussed in this podcast are covered in our blog post (see link below). Date uploaded: Wednesday, 11th November 2020 Co-hosts: Darwin Arifin & Kaihan Lin Show Notes: (0:47) Who else but Biden? (3:42) What a Biden win entails (5:14) A lame duck presidency...for now (6:36) What of executive orders? (8:43) The question of big tech (9:25) China and the status quo (11:37) Amazon and ARPU (12:03) The goliath that is Google Click here to access Vested's blog post on the impact of the US elections and ARPU. Blog: https://vested.co.in/blog/ Facebook: https://www.facebook.com/vestedfinanceco/ LinkedIn: https://www.linkedin.com/company/vestedfinance/ Podcast: https://anchor.fm/vested-finance/ Website: https://www.vested.co.in/
13:00
November 11, 2020
Vested's Podcast, Episode #8: Q3 for FAAMG
Welcome to the Vested Finance podcast! In this session, we will be discussing Q3 earnings for Facebook, Apple, Amazon, Microsoft and Google. Several of the topics discussed in this podcast are covered in our blog post (see link below). Date uploaded: Wednesday, 4th November 2020 Co-hosts: Darwin Arifin & Kaihan Lin Show Notes: (1:01) A mere scratch to the castle that is Facebook (3:21) Diving into the cloud gaming fray (3:54) Facebook's channel strategy (5:34) Reducing shopping cart abandonment (6:19) Apple's iPhone woes (7:14) Apple: Hardware vs. Software (8:42) What of Amazon? (10:14) Amazon's overall dominance (11:43) Battle in the clouds (12:24) On Microsoft Teams (13:16) Last but certainly not least...Google Click here to access Vested's blog post on Q3 earnings for FAAMG. Blog: https://vested.co.in/blog/ Facebook: https://www.facebook.com/vestedfinanceco/ LinkedIn: https://www.linkedin.com/company/vestedfinance/ Podcast: https://anchor.fm/vested-finance/ Website: https://www.vested.co.in/
14:37
November 4, 2020
Vested's Podcast, Episode #7: Tesla, Netflix and the most profitable companies
Welcome to the Vested Finance podcast! In this session, we will be discussing Tesla's and Netflix's Q3 earnings announcements, and will cover a short segment on the most profitable companies. A number of the topics discussed in this podcast are covered in our blog posts (see links below). Date uploaded: Wednesday, 28th October 2020 Co-hosts: Darwin Arifin & Kaihan Lin Show Notes: (0:54) Tesla's strongest quarter (2:14) Tesla in China  (5:28) The all-important topic of the S&P 500  (5:46) Netflix's Q3  (6:55) Obliterating the margins target  (9:03) The Asia Pacific gamble  (10:16) The most profitable companies Click here to access Vested's blog post on Tesla and Netflix Q3 Earnings and the most profitable companies in the US. Click here to access Vested's blog post on Netflix's strategy in Netflix's Economic Engine. Blog: https://blog.vested.co.in/ Facebook: https://www.facebook.com/vestedfinanceco/ LinkedIn: https://www.linkedin.com/company/vestedfinance/ Podcast: https://anchor.fm/vested-finance/ Website: https://www.vested.co.in/
12:48
October 28, 2020
Vested's Podcast, Episode #6: 5G
Welcome to the Vested Finance podcast! In this session, Darwin Arifin, a co-founder at Vested Finance discusses with Jon Metzler, Lecturer of Innovation and Design @ UC-Berkeley, Haas and Founder of Blue Field Strategies on 5G. A summary of the discussion is covered in our blog post (see link below). Date uploaded: Wednesday, 21st October 2020 Co-hosts: Darwin Arifin & Kaihan Lin Guest: Jon Metzler Show Notes: (0:49) Introducing Jon Metzler (1:19) 5G (1:52) Deciphering 5G (3:03) The next evolution of wireless technology (4:13) What will 5G bring? (4:55) Cautionary beginnings... (5:54) Benefits of 4G (6:59) 4G to 5G: A transformative experience (7:40) Spatial limitations? (8:41) Higher value for 5G (10:14) TAM (12:44) The misadventures of Sprint (16:25) Will there be a repeat of Sprint? (17:13) T-Mobile vs. Verizon (18:17) The time-to-market advantage (19:04) Reliance Jio and Rakuten Mobile (20:35) Undercutting the competition (22:21) Overall maturity (23:11) Painting the future... (24:44) 5G and Real Estate (26:46) Extracting the most out of 5G Click here to access Vested's summary of this episode: A Primer on 5G. Click here to access the report on "Security Implications of 5G Networks" by Jon Metzler. Blog: https://vested.co.in/blog/ Facebook: https://www.facebook.com/vestedfinanceco/ LinkedIn: https://www.linkedin.com/company/vestedfinance/ Podcast: https://vested.co.in/vested-finance-podcast/ Website: https://www.vested.co.in/
27:42
October 21, 2020
Vested's Podcast, Episode #5: The Rise of Alternative Meats
Welcome to the Vested Finance podcast! In this session, we will be discussing the rise of alternative meats. A number of the topics discussed in this podcast are covered in our blog post (see link below). Date uploaded: Wednesday, 14th October 2020 Co-hosts: Darwin Arifin & Kaihan Lin Show Notes: (0:57) Delving into alternative meats (2:08) The intricacies of meat production (4:40) Different approaches of making artificial meat (6:52) The key question of efficiency (7:46) Still, the even bigger question of taste! (8:33) The Impossible Burger (9:33) Competition galore! Click here to access Vested's blog post on The Extraordinary Rise of the Alternative Meat Industry. Blog: https://vested.co.in/blog/  Facebook: https://www.facebook.com/vestedfinanceco/  LinkedIn: https://www.linkedin.com/company/vestedfinance/  Podcast: https://vested.co.in/vested-finance-podcast/  Website: https://www.vested.co.in/
13:05
October 14, 2020
Vested's Podcast, Episode #4: SPACs, Microsoft and the Game Streaming War
Welcome to the Vested Finance podcast! In this session, we will be discussing SPACs, Microsoft and the game streaming war. A number of the topics discussed in this podcast are covered in two of our blog posts (see links below). Date uploaded: Wednesday, 7th October 2020 Co-hosts: Darwin Arifin & Kaihan Lin Show Notes: (1:00) SPACs and electric vehicles = A bubble? (1:37) Wait, what are SPACs? (2:27) Diverging interests... (5:05) Acquisition of ZeniMax (7:33) Leveraging the cloud (9:18) The multi-tiered Xbox pricing announcement Click here to access Vested's blog post on SPACs and electric vehicle companies. Click here to access Vested's blog post on Microsoft and its game streaming strategy. Blog: https://vested.co.in/blog/ Facebook: https://www.facebook.com/vestedfinanceco/ LinkedIn: https://www.linkedin.com/company/vestedfinance/ Podcast: https://vested.co.in/vested-finance-podcast/ Website: https://www.vested.co.in/
11:45
October 7, 2020
Vested's Podcast, Episode #3: Apple's Product Launch
Welcome to the Vested Finance podcast! In this session, we will be discussing Apple's product launch. Date uploaded: Wednesday, 30th September 2020 Co-hosts: Darwin Arifin & Kaihan Lin Show Notes: (0:53) Apple's product launch (1:50) The need to diversify in a saturated market (3:25) Apple's strong brand loyalty (5:55) The Apple One (9:06) Apple Fitness+: Apple's continued expansion into fitness tech (12:05) India's first online Apple store Blog: https://vested.co.in/blog/ Facebook: https://www.facebook.com/vestedfinanceco/ LinkedIn: https://www.linkedin.com/company/vestedfinance/ Podcast: https://vested.co.in/vested-finance-podcast/ Website: https://www.vested.co.in/
15:02
September 30, 2020
Vested's Podcast, Episode #2: Nvidia's Arm acquisition & Nikola's fraud allegations
Welcome to the Vested Finance podcast! In this session, we will be discussing Nvidia's $40 billion Arm acquisition and Nikola's fraud allegations. A number of the topics discussed in this podcast are covered in our blog post (see link below). Date uploaded: Wednesday, 23rd September 2020 Co-hosts: Darwin Arifin & Tara Fermanto Show Notes: (1:09) Arm acquisition: How this deal makes sense for both Nvidia and SoftBank (3.39) Arm acquisition: Different, conflicting business models (6:07) Arm acquisition: Nvidia's regulatory hurdles (8:27) Let's talk Nikola (8:59) Difference between Nikola and Tesla (10:47) The Nikola-GM partnership agreement (12:58) Hindenburg Research and the accusation of fraud (16:20) The biggest scandal since Enron? Click here to access Vested's blog post on Nvidia and Nikola. Blog: https://vested.co.in/blog/ Facebook: https://www.facebook.com/vestedfinanceco/ LinkedIn: https://www.linkedin.com/company/vestedfinance/ Podcast: https://vested.co.in/vested-finance-podcast/ Website: https://www.vested.co.in/
17:20
September 23, 2020
Vested's Podcast, Episode #1: US IPOs
Welcome to Vested Finance's inaugural podcast! In this session, we will be discussing Tesla's exclusion from the S&P 500, Airbnb's rebound, Snowflake and other upcoming US IPOs. A number of the topics discussed in this podcast are covered in our blog post (see link below). Date uploaded: Wednesday, 16th September 2020 Co-hosts: Darwin Arifin & Kaihan Lin Show Notes: (00:57) Tesla: The question on profitability metrics. (04:24) Why is being added into the S&P 500 so important? (05:02) Airbnb’s rebound and their plan to IPO. (08:13) Isn’t patience a virtue? (08:54) Palantir and the difference between direct-listing and traditional IPO. (11:44) Cashflow: To fight another day. (13:45) Snowflake’s growth: Why is this a good thing? (16:32) Snowflake’s growth: The meaning of a diverging trend. Click here to access Vested's blog post on US IPOs. Blog: https://vested.co.in/blog/ Facebook: https://www.facebook.com/vestedfinanceco/ LinkedIn: https://www.linkedin.com/company/vestedfinance/ Podcast: https://vested.co.in/vested-finance-podcast/ Website: https://www.vested.co.in/
18:37
September 16, 2020