The Neon Show

These farmers lost around $1.72B in a single morning.It was all because of tit-for-tat import taxes.But what really happened and who were these farmers?It all started when Donald Trump walked into the White House in January 2017, promising to take on what he called “unfair trade” with China.March 2018, Trump slapped $50 billion in tariffs on Chinese goods, aiming straight at the heart of China’s industrial ambitions—its "Made in China 2025" strategy. This marked the start of the trade war.April, 2018, Beijing hit where it hurt—Trump’s voter base.It announced a 25% tariff on American soybeans, cars, and chemicals. And it wasn’t just any random pick. China was the biggest buyer of U.S. soybeans, importing 60% of all U.S. exports.The markets reacted immediately and soybean prices went into free fall, erasing $1.72 billion in market value by morning.Farmers who relied on China as their primary buyer suddenly found themselves staring at massive losses.In this episode of The NEON Show, Matein Khalid, a seasoned financial advisor, shares his fascinating four-decade journey. Starting as a teenage trader in Dubai, he later advised corporate boards and family offices in the UAE, Saudi Arabia, and the US. Matein talks about global trade, geopolitics, and economic strategies, providing insights on the US-China trade war, Trump's economic policies, and shifting global power dynamics.Check out Matein's writings here: https://www.linkedin.com/in/mateinkhalid/Timestamps00:00 – Trailer01:17 – Introduction02:38 – Matein’s early trading and wealth management04:37 – Trump’s unpredictability in geopolitics06:04 – Rise of China hawks in US policy07:40 – India’s edge in US-China tensions09:50 – Starlink vs. Indian telecoms10:30 – US Steel and political influence12:51 – China’s slowdown and unemployment19:02 – US K-shaped recovery and inequality21:46 – US debt crisis and risks26:41 – Adani controversy’s geopolitical angle31:17 – Possible end to Russia-Ukraine war33:55 – Israel weakens Iran’s air defense37:35 – Trump’s isolationist policies41:02 – Trade and capital flows in forex42:39 – South Korea’s political turmoil48:04 – Syria’s proxy wars reignite52:04 – Modi’s UAE visit boosts financial flows54:34 – India’s entrepreneurial spirit------------Hi, I am your host Siddhartha! I have been an entrepreneur from 2012-2017 building two products AddoDoc and Babygogo. After selling my company to SHEROES, I and my partner Nansi decided to start up again. But we felt unequipped in our skillset in 2018 to build a large company. We had known 0-1 journeys from our startups but lacked the experience of building 1-10 journeys. Hence was born The Neon Show (Earlier 100x Entrepreneur) to learn from founders and investors, the mindset to scale yourself and your company. This quest still keeps us excited even after 5 years and doing 200+ episodes.We welcome you to our journey to understand what goes behind building a super successful company. Every episode is done with a very selfish motive, that I and Nansi should come out as a better entrepreneur and professional after absorbing the learnings.-------------Check us out on:Website: https://neon.fund/Instagram: https://www.instagram.com/theneonshoww/LinkedIn: https://www.linkedin.com/company/beneon/Twitter: https://x.com/TheNeonShowwConnect with Siddhartha on:LinkedIn: https://www.linkedin.com/in/siddharthaahluwalia/Twitter: https://x.com/siddharthaa7------This video is for informational purposes only. The views expressed are those of the individuals quoted and do not constitute professioSend us a text

In this episode of the NEON Show, Boris Wertz, a renowned venture capitalist and entrepreneur, shares his extensive journey through the tech and investment world over the past 25 years. From founding a company that was acquired by Amazon to becoming an investor and backing emerging fund managers globally, Boris offers a rich and unique perspective on the evolution of venture capital.Timestamp00:00 - Trailer 01:40 - Introduction and background03:17 - Journey as a venture capitalist04:49 - Boris’s first investments in emerging managers07:32 - Why is Boris so focused on the Indian market?09:48 - Fund sizes and strategy13:03 - VC returns and liquidity16:06 - Boris’s key learnings from successes and failures21:20 - Themes like AI, crypto, and climate tech25:00 - India as the next frontier28:50 - Challenges Indian entrepreneurs face35:46 - Boris’s concept of minimum viable fund39:10 - Cycles in venture capital43:46 - A16z board partner program48:45 - Evolution of venture capital mindsets-------------Hi, I am your host Siddhartha! I have been an entrepreneur from 2012-2017 building two products AddoDoc and Babygogo. After selling my company to SHEROES, I and my partner Nansi decided to start up again. But we felt unequipped in our skillset in 2018 to build a large company. We had known 0-1 journeys from our startups but lacked the experience of building 1-10 journeys. Hence was born The Neon Show (Earlier 100x Entrepreneur) to learn from founders and investors, the mindset to scale yourself and your company. This quest still keeps us excited even after 5 years and doing 200+ episodes.We welcome you to our journey to understand what goes behind building a super successful company. Every episode is done with a very selfish motive, that I and Nansi should come out as a better entrepreneur and professional after absorbing the learnings.-------------Check us out on:Website: https://neon.fund/Instagram: https://www.instagram.com/theneonshoww/LinkedIn: https://www.linkedin.com/company/beneon/Twitter: https://x.com/TheNeonShowwConnect with Siddhartha on:LinkedIn: https://www.linkedin.com/in/siddharthaahluwalia/Twitter: https://x.com/siddharthaa7------This video is for informational purposes only. The views expressed are those of the individuals quoted and do not constitute professional advice.Send us a text

In this episode of the NEON Show, Ashok K. Lahiri, a leading economist and former Chief Economic Advisor, talks about India’s economic journey and the changes in its tax system. Lahiri shares why India has fallen behind some countries, pointing to missed opportunities in education, healthcare, and infrastructure. He also highlights the importance of India’s democracy and federal system in shaping its progress.Check out Ashok K. Lahiri’s book, India in search of glory, https://www.amazon.in/India-Search-Glory-Political-Calculus/dp/067009207X/Time Stamp00:00 - Trailer01:27 - Introduction of Ashok K. Lahiri03:07 - Ashok’s upbringing and early education in economics05:27 - Why Ashok went abroad and how UPSC got him back08:33 - Are you satisfied with GDP growth12:42 - Education and health lead to long-term economic growth15:27 - The right to information is important but debatable18:27 - The govt went overboard in the 70s20:37 - What happened to West Bengal24:32 - Improvement will come with liberal society25:57 - Troubles of taxations29:42 - Taxing in the Indira Gandhi era33:27 - People once informed take the right decision37:32 - Chicken and egg in politics39:27 - Why India is on the right track43:27 - Challenges faced by Bangladesh and lessons for India47:32 - India: union of states52:07 - Struggle of India to get where it is right now58:32 - Why we can't blame our ancestors01:01:52 - Importance of transportation and Connectivity------Hi, I am your host Siddhartha! I have been an entrepreneur from 2012-2017 building two products AddoDoc and Babygogo. After selling my company to SHEROES, I and my partner Nansi decided to start up again. But we felt unequipped in our skillset in 2018 to build a large company. We had known 0-1 journeys from our startups but lacked the experience of building 1-10 journeys. Hence was born The Neon Show (Earlier 100x Entrepreneur) to learn from founders and investors, the mindset to scale yourself and your company. This quest still keeps us excited even after 5 years and doing 200+ episodes.We welcome you to our journey to understand what goes behind building a super successful company. Every episode is done with a very selfish motive, that I and Nansi should come out as a better entrepreneur and professional after absorbing the learnings.------Check us out on:Website: https://neon.fund/Instagram: https://www.instagram.com/theneonshoww/LinkedIn: https://www.linkedin.com/company/beneon/Twitter: https://x.com/TheNeonShowwConnect with Siddhartha on:LinkedIn: https://www.linkedin.com/in/siddharthaahluwalia/Twitter: https://x.com/siddharthaa7------This video is for informational purposes only. The views expressed are those of the individuals quoted and do not constitute professional advice.Send us a text

The world’s largest tech-focused venture capital fund. And the man behind it is Masayoshi Son, often referred to as Masa.At 16, Masa moved to California, drawn by the entrepreneurial spirit of Silicon Valley.Before he turned 21 years old, Son sold his first company— a multilingual translator bought by Sharp for about $1 million.Masa returned to Japan and founded SoftBank as a software distribution company. In 1995, Masa made one of his first bold investments— a $100 million for a 30% stake in Yahoo. In 1999, Masa made an even bigger move, investing $20 million in Alibaba, a year-old e-commerce startup.Over 23 years, that investment turned into a $72 billion gain, making it one of the most successful tech investments ever.In 2014, he brought in Alok Sama who had a key role in some of SoftBank’s biggest successes, like the $32 billion acquisition of ARM and the $59 billion Sprint-T-Mobile merger.In this episode of the NEON Show, Alok Sama, takes us behind the scenes of his journey at SoftBank, where he played a crucial role in shaping the group's global investments and strategy. He shares insights into working alongside Masa, managing the Vision Fund, and the challenges of betting on transformative entrepreneurs.Check out Alok Sama’s book,  The Money Trap: Lost Illusions Inside the Tech Bubble - https://www.amazon.in/Money-Trap-Alok-Sama/dp/9361134337Timestamps0:00 - Trailer1:13 - Alok’s career, and Money Trap2:20 - Transition to SoftBank and the motivation behind Money Trap3:29 - what Alok thinks about Nikesh Arora and Masayoshi Son5:07 - Masayoshi Son’s visionary mindset and why Alok admired him6: 40 - Why Alok values intellectual curiosity in people and himself7:50 - Alok’s entrepreneurial journey post-Morgan Stanley09:30 - The meaning behind Money Trap and reflections on money12:30 - Masa Son’s struggle growing up and the freemium coffee model17:00 - Alok’s last year at SoftBank and decision to leave18:08 - Alok’s relationship with Nikesh Arora20:10 - Delhi roots, and family time21:20 - Alok's view on vulnerabilities 27:20 - Masa Son’s character and commitment to backing entrepreneurs fully31:10 - Valuation lessons in technology investments34:20 - Son’s early bets on AI and his timing challenges37:30 -  Joined SoftBank to impress Alok’s teenage son and connect with family40: 10 - experience of writing a book43:10 - Masa’s thesis on India-----Hi, I am your host Siddhartha! I have been an entrepreneur from 2012-2017 building two products AddoDoc and Babygogo. After selling my company to SHEROES, I and my partner Nansi decided to start up again. But we felt unequipped in our skillset in 2018 to build a large company. We had known 0-1 journeys from our startups but lacked the experience of building 1-10 journeys. Hence was born The Neon Show (Earlier 100x Entrepreneur) to learn from founders and investors, the mindset to scale yourself and your company. This quest still keeps us excited even after 5 years and doing 200+ episodes.We welcome you to our journey to understand what goes behind building a super successful company. Every episode is done with a very selfish motive, that I and Nansi should come out as a better entrepreneur and professional after absorbing the learnings.-----Check us out on:Website: https://neon.fund/Instagram: https://www.instagram.com/theneonshoww/LinkedIn: https://www.linkedin.com/company/beneon/Twitter: https://x.com/TheNeonShowwConnect with Siddhartha on:LinkedIn: https://www.linkedin.com/in/siddharthaahluwalia/Twitter: https://x.com/siddharthaa7-------------This show is for informational purposes only. The vSend us a text

Why does 50% of India’s workforce remain in agriculture while the U.S. has just 2%?Despite all those hands in the soil, the sector contributes just 15-18% to the GDP. While countries like the U.S. and Europe shifted quickly from agriculture to industry, India's progress was pretty slow. So, is it too late for India to catch up and move on from agriculture?Although India did build textile mills and steel plants, its industrialization lagged behind faster-growing Asian economies like Japan, South Korea, and China, which aggressively pursued manufacturing.So, what happened? Well, India’s focus remained on agriculture, missing the chance to build a strong industrial base that could absorb its large agricultural workforce. But there’s a new hurdle—manufacturing isn’t the job creator it once was.Experts like Subhash Garg argue India may have missed the industrialization train. With automation reducing labour needs, ramping up manufacturing might not create enough jobs for India’s vast workforce.In this episode of The Neon Show, Subhash Garg, former Secretary of Economic Affairs, shares his unique perspective on India's economic ambitions and the journey toward the $10 Trillion Dream.Check out Subhash Garg's book, The Ten Trillion Dream Dented,  https://www.amazon.in/Ten-Trillion-Dream-Dented-2019-2024/dp/0143467433Timestamps00:00 - Trailer01:25 - Subhash Garg’s background in economic affairs03:27 - Why has India's "10 Trillion Dollar Dream" dented10:04 - India’s current GDP12:50 - Need to shift labour from agriculture to high-value sectors16:48 - Why India missed industrialisation20:26 - The global manufacturing train left—and India missed it21:55 - Why should you invest in services for real growth26:55 - Sports, gaming, and entertainment are hidden gems for rural jobs29:54 - Why is agriculture unreformed31:34 - The impact of subsidies: is it a dead-end for farmers?36:47 - Garg explains GDP with the “potato chip” example42:42 - Why is farmers’ share of the final product small47:10 - India’s manufacturing needs a tech boost48:22 - Why India’s PLI schemes aren’t hitting their targets52:58 - How India’s service sector thrived due to minimal regulation1:01:57 - Garg’s positive take on brain drain1:10:10 - Millionaires on the move1:11:50 - Support for short sellers as market correctors1:13:12 - Announcement of Garg's book, expected in October-------------Hi, I am your host Siddhartha! I have been an entrepreneur from 2012-2017 building two products AddoDoc and Babygogo. After selling my company to SHEROES, I and my partner Nansi decided to start up again. But we felt unequipped in our skillset in 2018 to build a large company. We had known 0-1 journeys from our startups but lacked the experience of building 1-10 journeys. Hence was born The Neon Show (Earlier 100x Entrepreneur) to learn from founders and investors, the mindset to scale yourself and your company. This quest still keeps us excited even after 5 years and doing 200+ episodes.We welcome you to our journey to understand what goes behind building a super successful company. Every episode is done with a very selfish motive, that I and Nansi should come out as a better entrepreneur and professional after absorbing the learnings.-------------Check us out on:Website: https://neon.fund/Instagram: https://www.instagram.com/theneonshoww/LinkedIn: https://www.linkedin.com/company/beneon/Twitter: https://x.com/TheNeonShowwConnect with Siddhartha on:LinkedIn: https://www.linkedin.com/in/siddharthaahluwalia/Twitter: https://x.com/siddharthaa7-------------This video is for informational purposes onSend us a text

In India, financial security often seemed just out of reach, especially when it came to insurance. For many, insurance was complex, filled with hidden terms, and often mis-sold.That’s exactly what happened when an engineer-turned-consultant discovered that his father had been duped by insurance agents into purchasing a policy that was both confusing and overpriced.Instead of just shrugging it off, this experience sparked an idea: why not create a platform where people could get straightforward, honest information about insurance?So in 2008, Yashish Dahiya, along with co-founders Alok Bansal and Avaneesh Nirjar, launched Policy Bazaar. Today, Policy Bazaar has grown into India’s largest insurance aggregator, with an annual run rate of 100 million visitors. In 2022, The platform accounted for 93% of online insurance sales in India, holding 25% of the country’s life insurance cover and 7% of retail health insurance cover. In this episode of The Neon Show, Yashish Dahiya, co-founder and Chairman of Policy Bazaar, shares his journey of building India’s leading online insurance platform. Drawing from personal experiences, including his family’s army background, Yashish explores the challenges of creating financial security for India’s middle class, when not taking risk is the biggest risk and the HUGE India opportunity.Timestamps00:00 - Trailer01:18 - introducing Yashish Dahiya02:18 - Policy Bazaar’s rise as India’s top online insurance platform03:26 - India’s rising costs and financial aspirations05:11 - Sanjeev Bikhchandani’s early investments in Policy Bazaar06:43 - India’s economy as a mix of Bahrain, UK, Brazil, and Africa07:49 - Financial inclusion across India’s diverse social structure11:53 - Why does mass class movement happen16:20 - Institutional strengths drive GDP19:38 - Why Policy Bazaar outperformed its competitors25:22 - Daily discipline and the importance of consistent execution28:36 - How Yashish built team trust and values at Policy Bazaar31:38 - Things changed when I got married33:40 - Managing family life across India and the UK36:36 - Why the value system is important41:48 - What is stress exactly for an entrepreneur46:18 - Sanjeev view on Policy Bazaar49:40 - Policy Bazaar’s vision for social impact53:58 - Consistent values pre-and post-IPO57:33 - Why did Policy Bazaar go public-------------Hi, I am your host Siddhartha! I have been an entrepreneur from 2012-2017 building two products AddoDoc and Babygogo. After selling my company to SHEROES, I and my partner Nansi decided to start up again. But we felt unequipped in our skillset in 2018 to build a large company. We had known 0-1 journeys from our startups but lacked the experience of building 1-10 journeys. Hence was born The Neon Show (Earlier 100x Entrepreneur) to learn from founders and investors, the mindset to scale yourself and your company. This quest still keeps us excited even after 5 years and doing 200+ episodes.We welcome you to our journey to understand what goes behind building a super successful company. Every episode is done with a very selfish motive, that I and Nansi should come out as a better entrepreneur and professional after absorbing the learnings.-------------Check us out on:Website: https://neon.fund/Instagram: https://www.instagram.com/theneonshoww/LinkedIn: https://www.linkedin.com/company/beneon/Twitter: https://x.com/TheNeonShowwConnect with Siddhartha on:LinkedIn: https://www.linkedin.com/in/siddharthaahluwalia/Twitter: https://x.com/siddharthaa7-------------This video is for informational purposes only. The views expressed are those of the inSend us a text

Ever heard of the M Document?Montek Singh Ahluwalia, an economist in govt of India, saw that India needed to make some big changes to keep up. So, he started working on what would become the M Document. The M Document suggested bold reforms. Many government officials thought these ideas were too radical. Then, something unexpected happened: the M Document got into the hands of journalist Ashok Desai, who saw its potential, and gave it the now-famous name, the M Document.Even though the document was just meant for internal review, the leak sparked public debate on how India’s economy could be modernized.Though it didn’t lead to immediate changes, the M Document planted seeds that grew in a few years.In this episode of the NEON Show, Montek Singh Ahluwalia, a renowned economist and former Deputy Chairman of India's Planning Commission, shares insights from his pivotal role in shaping the 1991 economic reforms and reveals the behind-the-scenes story of the influential "M document" and how it ultimately shaped India’s approach to liberalisation.Check out Montek Singh Ahluwalia’s book, BACKSTAGE: The Story behind India’s High Growth Years, https://www.amazon.in/BACKSTAGE-Story-behind-Indias-Growth-ebook/dp/B084P4Y3VW/Time stamps 00:00 - Introduction to Mr. Montek Singh Ahluwalia01:04 - Early life and family’s experience post-partition05:11 - Winning the Rhodes Scholarship06:14 - Early career at the World Bank07:15 - Returning to India as an economic advisor09:02 - Washington invitation and Planning Commission role13:02- 1991 economic reforms18:40 - Committees for economic reform22:00 - High import controls as an economic issue26:34 - Challenges in policy reform28:38 - V.P. Singh asks Montek to write the document”?31:36 - How did the “M document" leak38:40 - Maruthi engine block story48:35 - SEBI and financial system reforms58:25 - Moving past the “Tonga mindset.”​1:01:20- Why controlled imports are tax on exports1:09:00 - How do exchange rates impact imports and exports?1:12:04 - Discovery of Roman gold coins in South India1:16:50 - Narayana Murthy’s import struggles1:22:25 - Politicians should openly support beneficial policies1:32:55 - Montek’s vision for India’s next decade1:39:58 - Final thoughts on India’s future-------------Hi, I am your host Siddhartha! I have been an entrepreneur from 2012-2017 building two products AddoDoc and Babygogo. After selling my company to SHEROES, I and my partner Nansi decided to start up again. But we felt unequipped in our skillset in 2018 to build a large company. We had known 0-1 journeys from our startups but lacked the experience of building 1-10 journeys. Hence was born The Neon Show (Earlier 100x Entrepreneur) to learn from founders and investors, the mindset to scale yourself and your company. This quest still keeps us excited even after 5 years and doing 200+ episodes.We welcome you to our journey to understand what goes behind building a super successful company. Every episode is done with a very selfish motive, that I and Nansi should come out as a better entrepreneur and professional after absorbing the learnings.-------------Check us out on:Website: https://neon.fund/Instagram: https://www.instagram.com/theneonshoww/LinkedIn: https://www.linkedin.com/company/beneon/Twitter: https://x.com/TheNeonShowwConnect with Siddhartha on:LinkedIn: https://www.linkedin.com/in/siddharthaahluwalia/Twitter: https://x.com/siddharthaa7-------------This video is for informational purposes only. The views expressed are those of the individuals quoted and do not constitute professional advice.Send us a text

After India’s big economic shift in 1991, each state grew at different rates—but they didn’t all get there at the same speed.Western and southern states saw major benefits, while many in the east and north struggled to keep up. In fact, by 2021-22, the per capita income in the top five states was 3.3 times higher than in the bottom five—a clear sign of the widening divide.So, what does this uneven growth look like?In the 1960s, Uttar Pradesh, Maharashtra, and West Bengal were leading India's economy with contributions of 14.4%, 12.5%, and 10.5% of GDP, respectively.  Today, Uttar Pradesh's share has fallen to 8.4%, and West Bengal's to 5.6%, but Maharashtra remains a top contributor.Gujarat's share grew from 6.4% in 2000-01 to 8.1% in 2022-23, driven by strong industry and urban centres. Southern states like Karnataka, Telangana, Tamil Nadu, and Kerala now make up about 30% of India's GDP, boosted by cities like Bengaluru and Hyderabad.In this NEON Show episode, economist and policy advisor Sanjeev Sanyal discusses India’s economic journey and why growth has been so uneven across states. He explains why some regions have surged ahead while others have lagged behind, touching on the role of anchor cities and old policies like the Freight Equalization Policy that held back Eastern states.Time stamps00:00 - Trailer02:40 - Banking Reforms and Creative Destruction03:20 - Process vs. Structural Reforms05:33 - Bureaucratic Challenges Affect Efficiency14:09 - Autonomous Bodies and Obsolete Institutions16:02 - Is it time to rethink outdated National Monuments?26:06 - What Does Data Reveal About Indian States35:03 - Did “Freight equalization” Rob Kolkata of its Competitive edge?36:25 - East vs. West: Is this India’s true economic divide?37:32 - Southern and Western India's Success42:42 - High Growth States Rely on Anchor Cities44:01 - Reviving Kolkata and Eastern India45:12 - Local policies that can make or break state economies.49:11 - Tourism Has Made Sikkim and Goa Economic Stars.53:35 - India Needs to Modernize the Shipping Sector01:00:36 - India Needs a Healthy Clash of Ideas------------Hi, I am your host Siddhartha! I have been an entrepreneur from 2012-2017 building two products AddoDoc and Babygogo. After selling my company to SHEROES, I and my partner Nansi decided to start up again. But we felt unequipped in our skillset in 2018 to build a large company. We had known 0-1 journeys from our startups but lacked the experience of building 1-10 journeys. Hence was born The Neon Show (Earlier 100x Entrepreneur) to learn from founders and investors, the mindset to scale yourself and your company. This quest still keeps us excited even after 5 years and doing 200+ episodes.We welcome you to our journey to understand what goes behind building a super successful company. Every episode is done with a very selfish motive, that I and Nansi should come out as a better entrepreneur and professional after absorbing the learnings.-------------Check us out on:Website: https://neon.fund/Instagram: https://www.instagram.com/theneonshoww/LinkedIn: https://www.linkedin.com/company/beneon/Twitter: https://x.com/TheNeonShowwConnect with Siddhartha on:LinkedIn: https://www.linkedin.com/in/siddharthaahluwalia/Twitter: https://x.com/siddharthaa7-------------Sponsor shout outLooking to build a differentiated tech startup with a 10X better solution? Prime is the high conviction, high support investor you need. With its fourth fund of $120M, Prime actively works with star teams to accelerate building great companies. To know more, visit https://primevp.in/-------------This video is for informationalSend us a text

The breakup of the Soviet Union in 1991 was a game-changer for India, shaking up its economy, defence strategy, and foreign relations. For years, the USSR had been India’s largest trading partner, pumping in vital support through the rupee-ruble trade agreement.  But then, December 25, 1991, arrived, and the Soviet Union collapsed. While the Soviet Union’s collapse seemed like a disaster at first, it actually pushed India to evolve—fast. In this episode of The NEON Show, a former diplomat with a 36-year career in the Indian Foreign Service, Rajiv Sikri examines India’s complex ties with neighbouring countries exploring issues like Kashmir, economic interdependence, and political dynamics. He also sheds light on the impact of global powers, especially the US and China, on India’s strategic choices.Check out Rajiv Sikri’s book Strategic Conundrums: Reshaping India's Foreign Policy: https://www.amazon.in/Strategic-Conundrums-Reshaping-Indias-Foreign/dp/0143464574-------------Timestamps00:00 -Host Siddharth Ahluwalia introduces The Neon Show.00:43 - Pakistan, Bangladesh, Afghanistan.01:04 - Pakistan’s economic/political issues.05:06 -Pakistan's ties with the West, China, and the military's role.08:40 -Kashmir conflict and India-Pakistan relations.12:06 - Pakistan's internal political dynamics.15:24 - Bangladesh's identity and India relations.18:00 - India-Bangladesh economic interdependence.26:06 - India’s strategic geographic position.29:52 - India’s foreign policy after the Berlin Wall’s fall.33:40 - Economic impacts and India-US relations.37:52 - US-Russia relations and the Ukraine conflict.42:12 - Russia-Ukraine war’s effect on India.48:16 - US dominance and unilateral actions post-1989.52:04 - Challenges to US hegemony.56:00 - India-US relations amidst strategic concerns.1:01:20 - BRICS and global multipolarity.1:04:40 - Dollar dependency and US financial power.1:08:20 - Concluding thoughts on India’s foreign policy.-------------Hi, I am your host Siddhartha! I have been an entrepreneur from 2012-2017 building two products AddoDoc and Babygogo. After selling my company to SHEROES, I and my partner Nansi decided to start up again. But we felt unequipped in our skillset in 2018 to build a large company. We had known 0-1 journeys from our startups but lacked the experience of building 1-10 journeys. Hence was born The Neon Show (Earlier 100x Entrepreneur) to learn from founders and investors, the mindset to scale yourself and your company. This quest still keeps us excited even after 5 years and doing 200+ episodes.We welcome you to our journey to understand what goes behind building a super successful company. Every episode is done with a very selfish motive, that I and Nansi should come out as a better entrepreneur and professional after absorbing the learnings.-------------Check us out on:Website: https://neon.fund/Instagram: https://www.instagram.com/theneonshoww/LinkedIn: https://www.linkedin.com/company/beneon/Twitter: https://x.com/TheNeonShowwConnect with Siddhartha on:LinkedIn: https://www.linkedin.com/in/siddharthaahluwalia/Twitter: https://x.com/siddharthaa7-------------Sponsor shout outLooking to build a differentiated tech startup with a 10X better solution? Prime is the high conviction, high support investor you need. With its fourth fund of $120M, Prime actively works with star teams to accelerate building great companies. To know more, visit https://primevp.in/-------------This video is for informational purposes only. The views expressed are those of the individuals quoted and do not constitute professional advice.Send us a text

From Baker's Son to Global Investment Legend.Mark Mobius is known as a foundational figure in emerging markets investing. He is the chairman of Mobius Emerging Opportunities Fund. Before that, he led the Templeton Emerging Markets Group for over 30 years, during which the group's assets under management grew from $100 million to over $50 billion.In this episode of The NEON Show, Mark shares his rules for wealth creation, why India is his top investment pick, his reasons for pulling investments out of China, what keeps him at the top of his game at the young age of 87, two ways to lose money fast, and why understanding art and creativity is more important than finance when it comes to making money.Connect with Mark MobiusLinkedIn | TwitterTo learn more from Mark check out his The Book Of Wealth-------------Timestamps00:00 - Trailer00:00 - Early Lessons in Money & Creativity04:13 - Becoming a Professional Student05:43 - The Road to Mark’s First Million08:04 - The First Emerging Markets Fund11:03 - To Make Money Don’t Focus on It12:38 - Making 10 Million Dollars14:20 - Mark’s Early Investment Assets15:56 - Power of Compounding: Reaching $100 Million16:51 - Mark’s Success with Investing in Asia19:22 - Why Mark is Not Bullish on China22:44 - How Mark Invests in India25:01 - Why Mark is Bullish on Taiwan25:56 - Mark’s 3 Reasons to Invest in India28:19 - When will India Surpass China?30:51 - From Emerging Markets to Emerging Opportunities32:37 - It’s All About Liquidity34:27 - Mark’s Principles of Wealth Creation35:49 - How Mark Invests in Startups37:33 - How Not to Lose Money38:43 - Make Friends & Learn From Them39:38 - What Mark Learned From John Templeton40:54 - Why Invest in Emerging Markets42:10 - Who are the Best Political Leaders42:50 - Why Mark Shifted to Dubai44:02 - No Recession Anytime Soon-------------Hi, I am your host Siddhartha! I have been an entrepreneur from 2012-2017 building two products AddoDoc and Babygogo. After selling my company to SHEROES, I and my partner Nansi decided to start up again. But we felt unequipped in our skillset in 2018 to build a large company. We had known 0-1 journeys from our startups but lacked the experience of building 1-10 journeys. Hence was born The Neon Show (Earlier 100x Entrepreneur) to learn from founders and investors, the mindset to scale yourself and your company. This quest still keeps us excited even after 5 years and doing 200+ episodes.We welcome you to our journey to understand what goes behind building a super successful company. Every episode is done with a very selfish motive, that I and Nansi should come out as a better entrepreneur and professional after absorbing the learnings.-------------Check us out on:Website | Instagram | LinkedIn | TwitterConnect with Siddhartha on:LinkedIn | Twitter-------------Sponsor shout outLooking to build a differentiated tech startup with a 10X better solution? Prime is the high conviction, high support investor you need. With its fourth fund of $120M, Prime actively works with star teams to accelerate building great companies. To know more, visit https://primevp.in/-------------This Send us a text