I stumbled upon this talk by Nate Hagens on "Technology and Wealth: The Straw, the Siphon and the Sieve" and I immensely liked it! He had some great and new (at least for me) perspective on how to view Wealth. I knew some of it in bits and pieces. But the way he has articulated... Continue Reading →
Brave New World: Global Macro 2026
I recently watched this session on Global Macro and liked it a lot! Some great perspectives... https://youtu.be/3kCddl8mCiU?si=o3bQPdMydIYDHbcv https://youtu.be/3kCddl8mCiU?si=o3bQPdMydIYDHbcv
Rathin Roy on South India: Challenges Posed By The Next Phase Of Transformation
I have said this before. There are few people I follow keenly and Rathin Roy is one of them. So when Rathin speaks, I immediately watch. Some of his ideas have been repeated multiple times, however, they are so important that they should be hammered again and again. Yesterday the other podcast I like ended... Continue Reading →
Rathin Roy on Challenges Posed by Next Phase of Transformation
It is always a pleasure to listed to Dr. Rathin Roy! I have the privilege of having him follow me on Twitter (X). I like his sharp takes, insights and for showing the spine to say things as they are and criticizing monster Modi regime. Do watch this if you are interested in such topics.... Continue Reading →
Top 10 Countries by GDP and Top 10 Countries by Market Cap
I came across an interesting video about Top 10 Countries by GDP over a period of more than 100 years and another video on Top 10 Largest Companies by Market Cap. I am posting it here because I found it to be very interesting, informative and thought-provoking. GDP as a concept came in early 1930s... Continue Reading →
My Tryst with Reverse Auction: Concepts, Chaos and Connecting the Dots…
I recently participated in a tender process which culminated in a Reverse Auction. It was an insightful experience for me and hence I thought of sharing here. For the uninitiated, Government departments or Public Sector Undertakings (PSUs) award contracts via tendering process. The bidders are evaluated on the basis of total value (i.e. Technical + Commercial)... Continue Reading →
Neelkanth Mishra on Money
A masterclass by Neelkanth Mishra on how central bank creates money and other related things. Liked his take on what "money" is and cryptocurrency https://youtu.be/zww9NAV3jMc?si=2nr7GSBg3R-24Fa0
Idea of Fairness
Economists agree about efficiency. That is, they agree that it makes sense to make the economic pie as large as possible and to bake it at the lowest possible cost. But they do not agree about equity? Not really. They do not agree about what are fair shares of the economic pie for all the... Continue Reading →
Everything Is Everything: The Power of Moore’s Laws
I thoroughly enjoy Ajay Shah and Amit Varma's Youtube podcast "Everything Is Everything". I have watched almost all episodes (almost because I might have missed one off episodes for some reason). However, there is always a first amongst equals. To borrow from Animal Farm: "All episodes are equal. But some are more equal than others".... Continue Reading →
Understanding India’s Slowdown
Here is a good podcast on the topic of India's slowdown. Though I don't like Saurabh Mukherjea much and don't follow him regularly I enjoyed his commentary on the Macro environment and analysis of what led to slowing down of India's economy. https://youtu.be/XPY-otYRMkw?si=FydKdBOZwRx4UrsI
ekoshapu 
Recent Comments