Behind The Markets Podcast: Gaurav Sinha on Investing in India

1

Introduction

00:00 • 2min

2

Productivity and Gdy P Are the Most Important Variables in the Macroeconomic Puzzle

01:30 • 5min

3

Do You Think the Fed Is Going to Stick With This?

06:20 • 1min

4

How Do We Get Negative GDP?

07:39 • 5min

5

Is the Neutral Rate Too High?

12:51 • 4min

6

The Professor Kicks Off on the Productivity Puzzle

16:29 • 2min

7

Why Do You Like India So Much?

18:10 • 5min

8

How Much Should You Be Investing in India?

22:54 • 2min

9

Is India a Good Place to Start?

24:48 • 2min

10

Micro and Macro Changes in India

26:19 • 2min

11

Open a Bank Account With Your Finger

28:39 • 2min

12

Is Demonization Helping India?

30:22 • 2min

13

Micro Economy in India - What Are the Challenges Faced?

32:43 • 4min

14

Japan and India in the Seventies and Eighties

36:48 • 3min

15

Financialization of Illiquid Assets in India

40:17 • 3min

16

The Economic Story in India Is on the Right Track

42:57 • 3min

17

The Next Election in 2024

46:13 • 2min

18

Passive Investing in India

47:53 • 2min

19

How to Beat an Index in India

50:04 • 3min