Exploring Mamaearth's brand building journey, leveraging mom influencers, house of brands approach, expansion into physical stores, decrease in advertising expenses, valuation concerns, and the future of Mamaearth

Exploring the flip in concerns from inflation to recession by one of the biggest voices in the investment world. The relationship between bond prices and inflation, the role of government bonds as indicators, and Bill Ackman's change in priorities and concerns about a looming recession.

This podcast discusses the concerning trend of Indians struggling to pay their bills due to a decrease in net financial savings. It explores the factors contributing to financial struggles, including increased investment in physical assets and rising loans for buying homes. The podcast also raises concerns about the significant increase in unsecured loans in India and the potential credit disaster they may cause.

In today's podcast, we explore the tax treatment of license fees for telecom companies in India and the financial struggles faced by the industry. We also discuss a landmark Supreme Court ruling that classifies license fees as capital assets, potentially resulting in increased tax liability for telcos.

Discussion on PVR INOX's experimental marketing strategy, including food and beverage prices and the introduction of PVR INOX's passport. Analyzing the potential profitability of PVR INOX's movie ticket subscription model with cheaper tickets, increased occupancy levels, and higher spending per customer.

This podcast episode discusses JSW Infrastructure's recent IPO in the ports business and how it has sparked investor excitement. It explores the importance of developing port infrastructure in India and the competition between JSW Infrastructure and Adani Group.

This podcast discusses how a past decision by the RBI to defend the rupee could potentially have negative consequences. It delves into the RBI's strategies for managing liquidity, explores the impact of a swap deal ending on the value of the rupee, and highlights the potential uncertainty surrounding the RBI's future actions.

This podcast explores the challenges and benefits of a Wall Street CEO's side hustle as a DJ. It delves into the reputation concerns and ethical considerations surrounding this dual life. Additionally, it discusses the conflict of interest and ethical dilemmas faced by an amateur music producer who lands a DJ gig through his connections at an investment bank.

Exploring India's mining reforms and the potential for self-reliance in lithium-ion batteries. Discussion on the implementation of new mining rules in India, including opening up of critical minerals to the private sector and faster mine auctioning.

An investigation uncovers a fraud scandal at Bank of Baroda, where employees withdrew money from customer accounts. The scam involved higher-ranking officials. The scandal is compared to the Wells Fargo bank scam and the role of unrealistic goals and incentives is discussed.