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HBO and The Ringer's Bill Simmons hosts the most downloaded sports podcast of all time, with a rotating crew of celebrities, athletes, and media staples, as well as mainstays like Cousin Sal, Joe House, and a slew of other friends and family members who always happen to be suspiciously available.
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In this episode of SparX, we dive deep into the complexities of the global economy, India's growth trajectory, and the impact of Trump's return to power. Neelkanth Mishra breaks down why forecasting the economy is as tough as predicting the weather, how crowd behavior shapes policy, and why AI is disrupting global markets.
We discuss India’s economic challenges—monetary tightening, regulatory hurdles, and geopolitical shifts—while exploring potential solutions for achieving 7%+ growth. Are global markets headed for a crisis? How will AI reshape economic structures? And can India leverage this disruption to its advantage?
Resource List -
US President Trump and Ukraine President Zelensky - https://youtu.be/ajxSWocbye8?feature=shared
Nixon and Kissinger meeting Indira Gandhi - https://history.state.gov/historicaldocuments/frus1969-76ve07/d135
The Great Transformation, book by Odd Arne Westad and Jian Chen - https://amzn.in/d/0QllE5P
India’s Quantitative Tightening by Neelkanth Mishra - https://tessellatum.in/?p=478
What is the Overton Window? - https://www.mackinac.org/OvertonWindow
More on Mrs. Watanabe - https://en.wikipedia.org/wiki/Mrs._Watanabe
What is fiscal deficit? - https://economictimes.indiatimes.com/definition/fiscal-deficit?from=mdr
What is base money injection? - https://www.investopedia.com/terms/m/monetarybase.asp#:~:text=The%20money%20that%20they%20provide,of%20the%20Federal%20Reserve%20System.
What is loan deposit ratio? - https://www.investopedia.com/terms/l/loan-to-deposit-ratio.asp#:~:text=The%20loan%2Dto%2Ddeposit%20ratio%20(LDR)%20helps%20you,expressing%20it%20as%20a%20percentage.
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