Listen to today’s podcast: https://www.youtube.com/channel/UC-nqwUyvLDEvs7bV985k-gQ
Stock Market Daily Podcast — January 14, 2026
Today’s podcast episode was created from the following stories:
‘Big Short’ investor Michael Burry explains why he’s betting against Nvidia, not Meta or Microsoft
By Theron Mohamed on January 13, 2026
Michael Burry says Nvidia is the purest—and most vulnerable—way to bet against the AI boom, arguing its fortunes hinge on hyperscaler spending and a demand-supply mismatch. He avoids shorting Meta, Alphabet, and Microsoft due to their broader moats, while flagging power constraints and potential inventory issues across the AI buildout. Burry also disclosed bearish positions on Oracle and said he’d short OpenAI if it were public.
MORGAN STANLEY FLAGS 3 UNDER-THE-RADAR SIGNALS THAT SHOW THE STOCK MARKET IS BARRELING TOWARD A NEW GROWTH CYCLE
By Jennifer Sor on January 13, 2026
Morgan Stanley sees a fresh growth cycle ahead, citing booming copper prices, a standout rally in Korean equities, and strong performance in financial stocks as cyclical green lights. Strategists forecast the S&P 500 to rise about 13% in 2026, powered by earnings strength and a rolling recovery. When multiple indicators align, the bank says, the odds favor a hotter phase before the cycle cools.
Bajaj Housing raises Rs 509 crore via NCDs at 7.10%
By ET Bureau on January 13, 2026
Bajaj Housing Finance raised ₹509 crore through privately placed NCDs at a 7.10% coupon, maturing on October 16, 2028. The lender reported a 23% year-on-year AUM increase to ₹1.33 lakh crore and disbursements of about ₹16,500 crore in Q3, signaling robust demand and balance sheet expansion. The issuance underscores continued debt market appetite for high-quality mortgage lenders.
Market turbulence drives investors to play it safe with flexicap bets
By Prashant Mahesh, ET Bureau on January 13, 2026
With markets narrowing and volatility elevated, investors funneled ₹80,979 crore into flexicap funds in 2025—about double the prior year—while thematic and sectoral inflows plunged to ₹38,144 crore. The shift reflects a preference for letting managers dynamically allocate across caps amid rich valuations and geopolitical uncertainty, even as small- and mid-cap categories still drew money on the back of past returns. It’s increasingly a stock-picker’s market where flexibility is a feature, not a bug.
