Best Manoj Sharma Podcasts (2025)

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The Great Market Rotation: Trading the Fed’s Dilemma 4:29

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22h ago4:29

4:29

Fresh news and strategies for traders. SPY Trader episode #1447.Indices approach alltime highs, masking a significant sector rotation where Value and Healthcare are outperforming MegaCap Growth. As investors anticipate the next Fed rate cut, mixed economic signals—from low jobless claims to high job cuts—complicate the path forward. We provide thre…

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Instant Loan Calls, JLo at 18 Crores & A Cheating Scandal?! AMA Gets Wild! 53:43

1d ago53:43

53:43

Cyrus & Punit jump from topic to topic in the most unhinged, hilarious, brutally honest AMA episode yet. Highlights include:⭐ INSANE MOMENTS YOU’LL SEE The “cheating fiancé scandal” AMA that derails the entire show Punit’s Delhi coat lost → CRPF → Marriott → emotional note saga Makabo geography & Daisar wanting “in” The wild builder–politician nexu…

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The Rate Cut Trade: Three ETFs to Buy Now 3:58

2d ago3:58

3:58

Fresh news and strategies for traders. SPY Trader episode #1446.Amid economic softening, the market anticipates a Fed rate cut. We analyze recent corporate volatility (MDB, BA) and provide three actionable strategies: hold VOO, buy dips in QQQ/XLK, and accumulate TLT for a profitable duration play.By Manoj Sharma

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Earnings Boom Meets Rate Cut Hopes 4:23

3d ago4:23

4:23

Fresh news and strategies for traders. SPY Trader episode #1445.The market is tracking higher, fueled by resilient corporate earnings (Marvell, Boeing) and the high probability of an imminent Federal Reserve interest rate cut. While the S&P 500 flirts with new highs, leadership is broadening beyond megacap tech into cyclicals like Industrials (XLI)…

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The Real Story Behind ‘Major’ & 26/11 — Adivi Sesh Opens Up Like Never Before! 54:21

3d ago54:21

54:21

Adivi Sesh joins Cyrus Brocha on Cyrus Says for one of the most entertaining, emotional and revealing conversations ever! From the making of Major, the life of Major Sandeep Unnikrishnan, 26/11 insights, NSG training stories, Bahubali BTS and Telugu cinema’s global rise — to hilarious confessions about California desi life, language issues, Mr. Ind…

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Small Cap Surge: Your Fed Pivot Strategy 4:24

4d ago4:24

4:24

Fresh news and strategies for traders. SPY Trader episode #1444.The market consolidates recent gains as investors await critical economic data, driven by high certainty (8085%) of a December Fed rate cut. Smallcap stocks surged, signaling renewed risk appetite. We analyze this dovish pivot and outline a strategy balancing core growth (QQQ) with rat…

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Rate Cuts and Rotation: The December Market Playbook 4:23

5d ago4:23

4:23

Fresh news and strategies for traders. SPY Trader episode #1443.The script discusses the transition into December 2025 with a bullish outlook primarily driven by an 87% market expectation of a Federal Reserve rate cut, fueling the anticipated Santa Claus rally. While the S&P 500 is strong (up 16% YTD), the focus is shifting from concentrated big te…

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From Lola Kutty to Central C, Cricket, Royalty & Chaos! ft. Anu Menon 1:01:00

5d ago1:01:00

1:01:00

Comedian, actor and the iconic Lola Kutty, Anu Menon, is back on Cyrus Says — and this episode goes absolutely everywhere. Cyrus and Anu dive into: – Lola Kutty nostalgia & Eminem influences – A wild conversation about Central C, hip-hop, and teenage concerts – Why her 13-year-old son hates sports despite having two sports-obsessed parents – Cricke…

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The Earnings/Fed TugofWar 0:30

6d ago0:30

0:30

Fresh news and strategies for traders. SPY Trader episode #1442.The market closed last week in cautious optimism, driven by strong corporate earnings, especially in Tech. However, this strength is counterbalanced by the Federal Reserve's 'Higher for Longer' interest rate stance, setting up a major tugofwar that defines the week ahead's market moves…

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Risk On! Why Small Caps Just Crushed the Market 3:57

7d ago3:57

3:57

Fresh news and strategies for traders. SPY Trader episode #1441.The market experienced a stellar week, posting its best gains since midyear, driven by mounting expectations of an imminent Federal Reserve rate cut following weaker economic data and cooling inflation signals. The rally was led by Small Caps (Russell 2000 up 5.52%), signaling a high '…

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Fed Pivot Playbook: Growth, Rates, and Hedges 3:37

8d ago3:37

3:37

Fresh news and strategies for traders. SPY Trader episode #1440.We break down the market's strong close to November, driven by macro data confirming a soft labor market and pricing in an 87% chance of a December Fed rate cut. Discover our 'Growth with a RateSensitive Cyclical Hedge' strategy, advising core tech exposure (QQQ), tactical plays in rat…

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Rickshaw Trauma & Middle-Finger Sign Language | AMA with Urjita 1:00:16

8d ago1:00:16

1:00:16

Cyrus teams up with Urjita Wani for an AMA that spins out of control in minutes. There’s aunties, weddings, prawns in food, South Bombay beef with Bandra, rickshaw horror stories, auto physics, micro-dramas, uncle jokes, bad words, and Urjita bullying Cyrus for 60 straight minutes. If you’re looking for logic, skip. If you’re looking for pure comed…

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Risk On: How the Fed Pivot Changes Everything 4:03

9d ago4:03

4:03

Fresh news and strategies for traders. SPY Trader episode #1439.The S&P 500 and Nasdaq are surging toward alltime highs, fueled by spectacular tech earnings, particularly in AI (Nvidia, Alphabet/Gemini 3), and an 85% market expectation for a December Fed rate cut. This pivot to accommodative policy is boosting growth stocks and ratesensitive sector…

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Defense and Dips: Positioning for the Fed Pivot 4:38

10d ago4:38

4:38

Fresh news and strategies for traders. SPY Trader episode #1438.The S&P 500 is walking a tightrope, caught between a shortterm correction and strong fundamentals driven by corporate earnings and expected Fed rate cuts. We analyze the rotation out of Tech and into defensive sectors like Health Care and Consumer Staples. Learn our threepronged strate…

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"I Went On a Date This Year…" – Raashii Khanna Reveals All 1:05:14

10d ago1:05:14

1:05:14

Raashii Khanna joins Cyrus Says for one of her most honest, funny and insightful conversations ever. From her powerful performance in 120 Bahadur, to learning multiple languages for cinema, to breaking stereotypes in the industry — Raashii opens up like never before. In this episode, Raashii talks about: Her role as the emotional anchor in 120 Baha…

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AI Surges, Rates Drop: Tech Takes Flight 4:53

11d ago4:53

4:53

Fresh news and strategies for traders. SPY Trader episode #1437.The market rebounded sharply (Nasdaq up 2.7%, S&P up 1.6%) fueled by two major catalysts: soaring AI excitement (driven by Alphabet and Broadcom news) and a dramatic shift in Federal Reserve rate cut expectations. This riskon environment led to a heavy rotation into highgrowth technolo…

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The Rate Cut Pivot: Navigating Volatility and the Defensive Shift 4:10

12d ago4:10

4:10

Fresh news and strategies for traders. SPY Trader episode #1436.This episode covers the market's recent turbulent 5% pullback and the sudden shift in rate expectations, with odds of a December rate cut now exceeding 70% due to a cooling labor market. The dominant theme is a "riskoff" rotation, favoring defensive sectors like Health Care (XLV) over …

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Haq, Divorce Stories & Manoj Bajpayee’s Fever Shoot — with Suparn Verma 53:41

12d ago53:41

53:41

Director–writer Suparn Varma joins Cyrus for a completely unfiltered conversation that swings from the deeply serious to the delightfully stupid — exactly what you expect on Cyrus Says. Suparn talks about the making of HAQ, why the Shah Bano judgement still matters 40 years later, and how women’s rights, gender roles and social change shaped his vi…

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The ThreeDay Market Squeeze 4:20

13d ago4:20

4:20

Fresh news and strategies for traders. SPY Trader episode #1435.This episode prepares traders for the highly condensed Thanksgiving trading week, where a full slate of economic data (PPI, Retail Sales) and key tech earnings (Salesforce, cybersecurity stocks) are crammed into just three highimpact days, driving extreme volatility. Recommendations fo…

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Rates, Rallies, and the Tech Takedown 5:06

14d ago5:06

5:06

Fresh news and strategies for traders. SPY Trader episode #1434.The market experienced intense volatility, culminating in a massive Friday rally after the New York Fed signaled a potential rate cut. This dovish pivot battles against intense valuation scrutiny in highgrowth technology sectors, prompting traders to look towards defensive rotation and…

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Barbell Strategy: Trading the Volatility Roller Coaster 4:21

15d ago4:21

4:21

Fresh news and strategies for traders. SPY Trader episode #1433.The market experienced extreme whiplash, erasing strong morning gains due to heightened macroeconomic uncertainty. We analyze the divergence between blockbuster earnings (Nvidia's reversal, Walmart's surge) and persistent rate fears, outlining a defensive barbell strategy focusing on e…

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AIB → Ads → Anarchy: Ashish Shakya Spills Everything 47:35

15d ago47:35

47:35

Cyrus Broacha sits down with comedian–writer–legend Ashish Shakya for a full-blown chaotic episode. From AIB nostalgia to midlife crisis, India’s obsession with paparazzi, Pakistan’s politics, China fear, chicken-piece riots at weddings, pigeons, sports, influencers, and everything else wrong (and funny) about the world. This is Cyrus Says at peak …

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Tech Roars Back: Navigating the Macro Fog 4:07

16d ago4:07

4:07

Fresh news and strategies for traders. SPY Trader episode #1432.US stock futures surge after four losing sessions, led by a blockbuster earnings report from Nvidia, calming AI bubble fears. However, macroeconomic uncertainty persists as a government shutdown leaves the Fed without key inflation and jobs data. We outline a twopronged strategy: how t…

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The NVDA Wildcard: Defense Mode Activated 4:53

17d ago4:53

4:53

Fresh news and strategies for traders. SPY Trader episode #1431.The market is attempting a cautious rebound after four days of selling, with the S&P 500 below its 50day moving average. The primary catalyst today is the highly anticipated Nvidia (NVDA) earnings report after the close, which will determine the immediate direction of the AI trade. Ami…

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Amitabh, Ad Disasters & Creative Madness! ft. R. Balki 52:51

17d ago52:51

52:51

He’s one of Indian advertising’s sharpest minds and one of Bollywood’s most distinctive filmmakers — R. Balki joins Cyrus for an unfiltered, hilarious, deeply insightful episode. Balki takes us through his iconic campaigns (Hoodibaba, Surf Excel Ha Na, Idea), the mistakes that taught him everything, the famous suitcase incident, and how a Lifebuoy …

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Buffett Buys GOOGL as the Market Turns Defensive 4:04

18d ago4:04

4:04

Fresh news and strategies for traders. SPY Trader episode #1430.Market consolidation is defensive, fueled by weak Q4 GDP estimates (due to the government shutdown) and reduced Fed rate cut probability, causing intense rotation from Technology into Utilities and Healthcare. Warren Buffett's $4.9 billion stake in Alphabet (GOOGL) provides a strong co…

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The Great Rotation: How to Play Sticky Inflation and Slowing GDP 4:07

19d ago4:07

4:07

Fresh news and strategies for traders. SPY Trader episode #1429.The trading week begins focused on persistent market rotation driven by sticky 5.5% inflation and slowing Q4 GDP forecasts (1.0%1.5%), despite the end of the government shutdown. While Energy outperforms, largecap tech faces selectivity pressure ahead of crucial NVIDIA earnings. Key re…

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Munjya, Zombivli, Narbachiwadi - Marathi Horror Comedy Supremacy! ft. Aditya Sarpotdar 1:03:38

19d ago1:03:38

1:03:38

He’s the mastermind behind Zombivli and one of India’s leading voices in the horror-comedy space — Aditya Sarpotdar joins Cyrus for a chaotic, hilarious, and surprisingly emotional AMA episode. From creating zombies during the pandemic, to audition tapes with tomato ketchup, to his great-grandfather making films in 1925, Aditya walks us through fou…

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The Triple Threat: Navigating NVDA, Consumers, and FOMC 4:26

20d ago4:26

4:26

Fresh news and strategies for traders. SPY Trader episode #1428.The market faces major volatility this week driven by crucial earnings from Nvidia (NVDA) and retail giants, alongside the release of FOMC meeting minutes. Analysts advise a defensive, balanced trading strategy, rotating capital into resilient sectors like Healthcare (XLV) and managing…

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Whipsaw Week: Data Fog and Fading Rate Cuts 4:32

21d ago4:32

4:32

Fresh news and strategies for traders. SPY Trader episode #1427.This week saw dramatic market volatility driven by "data fog" following the government shutdown and sharply fading expectations for a Fed rate cut, pushing the 10year Treasury yield to 4.15%. Highvaluation tech stocks bore the brunt of the pain, sparking a significant rotation into def…

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Higher for Longer: Trading the Tech Valuation Reckoning 3:34

22d ago3:34

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Fresh news and strategies for traders. SPY Trader episode #1426.The market is reeling from a significant selloff triggered by the sharp reduction in expected Fed rate cuts, reinforcing a 'higherforlonger' environment. Growth stocks, led by megacap tech and discretionary names like Nvidia and Disney, were severely punished for high valuations. We de…

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From Lit Fests to Love Life & WTF News with Abbas Momin 58:30

22d ago58:30

58:30

It’s another Ask Me Anything episode — which means total chaos, too many opinions, and the occasional coherent thought. Cyrus Broacha and Abbas Momin take on your wildest audience questions — from Tata Lit Fest stories and literary quizzes to Saudi comedy festivals, Zoran Mamdani politics, and Rakhi Sawant’s Oscar dreams. Expect unfiltered takes on…

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The Great Sector Swap: Capital Shifts to Value 5:36

23d ago5:36

5:36

Fresh news and strategies for traders. SPY Trader episode #1425.The end of the federal shutdown and Fed rate cuts fuel a rotation rally, driving the Dow higher while the Nasdaq dips. We break down the massive shift from highflying tech into Financials and Health Care, and outline a strategy using SPY, XLF, and targeted growth (AMD) to capitalize on…

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Easy Money and the Defensive Surge 3:12

24d ago3:12

3:12

Fresh news and strategies for traders. SPY Trader episode #1424.Following a Federal Reserve rate cut, the market is undergoing a clear rotation, favoring defensive sectors like Health Care and Real Estate, while megacap tech stocks face pressure and investors pivot toward stability and diversification.…

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Abish Mathew’s Funniest Lockdown Stories & Comedy Confessions 54:37

24d ago54:37

54:37

He’s one of India’s most loved comedians, podcasters, and internet icons — and he’s finally back on Cyrus Says! Abish Mathew joins Cyrus Broacha for an unfiltered chat filled with laughter, nostalgia, and some very questionable food hacks. From accidentally buying 5 kilos of bhindi during lockdown to inventing a Nutella-pringles recipe, this episod…

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Shutdown Lift: Tech Surge and AI Volatility 3:57

25d ago3:57

3:57

Fresh news and strategies for traders. SPY Trader episode #1423.Markets surged dramatically higher as the longest government shutdown on record finally neared resolution, fueling a riskon environment. The Nasdaq led the charge, with the Technology sector (XLK) exploding over 2.5% driven by robust Q3 earnings beats. We discuss the market bifurcation…

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Major General Lakhwinder Singh on Kargil: Secrets, Strategy & the win. 1:07:31

26d ago1:07:31

1:07:31

He’s a decorated war hero and a living legend of the Indian Army. Major General Lakhwinder Singh, author of The Kargil Untold Story, joins Cyrus Broacha for an unfiltered deep dive into the war that redefined India’s military history. From the secrecy behind Musharraf’s plan, to the role of Bofors artillery, to the raw courage of Indian soldiers, t…

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Defensive Playbook: Trading Uncertainty and Rotation 4:13

26d ago4:13

4:13

Fresh news and strategies for traders. SPY Trader episode #1422.The market pulls back from recent highs amid macroeconomic uncertainty and valuation fears, prompting a major sector rotation. We outline strategic moves, shifting from highflying tech to defensive sectors like Financials and Energy, and recommend balanced portfolio diversification.…

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The Inflation Verdict: Defense and Dip Buying 4:15

27d ago4:15

4:15

Fresh news and strategies for traders. SPY Trader episode #1421.The market faces an extremely volatile week, with its direction entirely dependent on crucial inflation reports (CPI and PPI). We analyze the moderately bearish outlook and outline a defensefocused strategy: increasing exposure to resilient sectors like Healthcare (XLV), planning tacti…

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Tech Tumbles, Defense Rallies 4:10

28d ago4:10

4:10

Fresh news and strategies for traders. SPY Trader episode #1420.The market finished a rough week marked by a significant tech selloff (QQQ, XLK) and a decisive shift toward defensive sectors (XLP, XLE). Drivers included geopolitical headwinds for Nvidia, the government shutdown, and plummeting consumer sentiment, confirming a broad riskoff phase re…

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Rotating to Defense: Strategy for the Diverging Market 3:53

29d ago3:53

3:53

Fresh news and strategies for traders. SPY Trader episode #1419.The market faces extreme divergence, with strong corporate fundamentals clashing with macro headwinds and tech valuation fears, sparking a sharp riskoff rotation. We advise investors to adopt a Cautiously Optimistic stance: hedge concentrated growth (shifting from QQQ to VTI), maintain…

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Cyrus Says X AMA Sorabh Pant: Sorabh Pant on Halloween in India, Fertility Decline & AI Babies 54:55

29d ago54:55

54:55

Comedian Sorabh Pant returns for a chaotic, hilarious AMA with Cyrus Broacha — covering everything from India’s fertility decline to gibbons being smuggled at the Mumbai airport, and Albania’s new “AI minister” giving birth to 83 digital kids. They also discuss Abish Mathew, Veer Das, Govinda’s emotional meltdown, childhood birthday sweets, and why…

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The AI Tumble and the Search for Value 4:56

30d ago4:56

4:56

Fresh news and strategies for traders. SPY Trader episode #1418.This episode analyzes the morning market environment, characterized by a fundamental battle between economic resilience and valuation anxiety. While strong service sector data hints at underlying strength, an intense sector rotation is punishing AI stocks (like SMCI and Palantir) that …

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Tech Plummets, Value Rises: The Great Market Rotation 4:02

1M ago4:02

4:02

Fresh news and strategies for traders. SPY Trader episode #1417.The market is experiencing a massive rotation following a techled selloff fueled by extreme valuation risk (P/E ratios nearing 2000 levels). While the Nasdaq tumbled (PLTR, NVDA leading losses), 83% of S&P 500 companies are beating earnings, signaling strong fundamentals outside of con…

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Can India Go Green While It Grows? ft. Hisham Mundol 53:52

1M ago53:52

53:52

In this episode, Cyrus sits down with Hisham Mundol — sustainability expert, corporate leader turned environmental crusader — to talk about India’s biggest challenge: how to grow economically without wrecking the planet. From his early days working across continents to his stint at Hindustan Lever and WorldTel, Hisham shares how a “midlife crisis” …

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The Great AI Concentration Risk 4:05

1M ago4:05

4:05

Fresh news and strategies for traders. SPY Trader episode #1416.The market is enjoying an AIfueled boom, but falling futures, extreme valuations, and deteriorating breadth signal major risk. We analyze why this narrow rally is unsustainable and how to diversify away from the megacaps using QQQ, VTI, and XLF.…

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AI Drives the Rally: Chasing Cyclical Growth 4:05

1M ago4:05

4:05

Fresh news and strategies for traders. SPY Trader episode #1415.The US market continues its record rally, propelled by exceptional Q3 corporate earnings, particularly in technology and AI (exemplified by Amazon AWS). Money is rapidly rotating into cyclical growth sectors like Consumer Discretionary, while defensive stocks lag. Despite bullish Fed r…

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Faith vs Logic: Rishabh Shah on Religion, God & Modern India 53:02

1M ago53:02

53:02

Rishabh Shah — entrepreneur, author, and founder of IMUN (India’s International Movement to Unite Nations) — returns to Cyrus Says to talk about his new book “Young, Wired and Not Woke.” In this no-holds-barred chat with Cyrus Broacha, Rishabh opens up about: Why young Indians are tired of being labeled “woke” Questioning religion without disrespec…

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Shutdown Volatility: The AI Trade Reckoning 4:01

1M ago4:01

4:01

Fresh news and strategies for traders. SPY Trader episode #1414.A US government shutdown creates a vacuum of official data, shifting the market's focus entirely onto massive technology earnings, particularly AMD and Palantir. We discuss the highstakes 'AI Trade' demands, technical resistance, and tactical positioning for high volatility, including …

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Amazon Surges, Meta Sinks: The AI Spending Test 4:23

1M ago4:23

4:23

Fresh news and strategies for traders. SPY Trader episode #1413.Megacap tech powered the S&P 500 and Nasdaq to strong October gains, largely ignoring the cautious Fed rate cut and the ongoing government shutdown. While Amazon soared on robust cloud growth, Meta plunged after announcing staggering AI capital expenditure plans, signaling investor con…