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 →
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 →
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
Parag Kar’s Youtube Channel – An Unexplored, Underrated Gem!
Social Media is a weird thing. Sometimes (actually a lot often) totally nonsense/useless content goes "viral" and gets disproportionate views/reviews and comments and a lot of times a few rare hidden gems remain hidden. My endeavor always is to find hidden gems. I often get a feeling that there is some genius I am missing... Continue Reading →
Glass Permanently Half Full: India’s Tryst with Middle Income Trap
If you are interested in Economics and follow India's GDP growth story, you would have heard the discussion about Middle Income Trap. It's a simple problem statement. Can India become rich before she becomes old. The demographic dividend is in favour of Indja, with a huge population below the age of 30. However, the slowing... Continue Reading →
RIP Daniel Kahneman
Daniel Kahneman, who changed psychology and economics forever, dies at 90. He is best known for his behavioural economics theory (cognitive biases and heuristics) for which he won Nobel Prize. His book Thinking Fast and Slow which became a huge success is one of the top few books which very few have read completely. Here... Continue Reading →
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