Anticipating the Unintended
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#205 Doodh Ka Doodh, Paani Ka Paani
Listen now (19 min) | Bank bailouts. Reverse isomorphic mimicry. Milk pricing.
Mar 19
8
3
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#205 Doodh Ka Doodh, Paani Ka Paani
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#204 The Distant Roll Of Thunder
Listen now (26 min) | SVB collapse. India-US relationship. Numbers, narrative, nautanki.
Mar 12
5
2
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#204 The Distant Roll Of Thunder
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#203 Economic Growth and Voter Preferences
Listen now (23 min) | Why does the Indian electorate not prioritise growth? A meta-framework for policy analysis. Useful things to read.
Mar 5
13
1
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#203 Economic Growth and Voter Preferences
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#201 Blocking out the Sun
Listen now (26 min) | The Underlying Story of Defence Budgets, The Transparency Imperative, and How the Censor Board is at it Again.
Mar 5
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#201 Blocking out the Sun
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February 2023
#202 The Debt of the Future
Listen now (14 min) | Intergenerational Balance, A Fed Interest Rate Scenario, and two Import Duty policyWTFs
Feb 26
12
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#202 The Debt of the Future
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#201 Blocking out the Sun
The Underlying Story of Defence Budgets, The Transparency Imperative, and How the Censor Board is at it Again.
Feb 19
7
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#201 Blocking out the Sun
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#200 The Stories We Choose to Believe
Listen now (19 min) | Conspiracy Theories about Hindenburg-Adani, Five Imperatives for the Future, and Four Trends in High-Tech Geopolitics
Feb 13
2
1
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#200 The Stories We Choose to Believe
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#200 The Stories We Choose to Believe
Conspiracy Theories about Hindenburg-Adani, Five Imperatives for the Future, and Four Trends in High-Tech Geopolitics
Feb 12
12
1
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#200 The Stories We Choose to Believe
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#199 A New Deal?
Listen now (16 min) | Adani again. China in India.
Feb 9
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#199 A New Deal?
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#199 A New Deal?
Adani again. China in India.
Feb 5
12
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#199 A New Deal?
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January 2023
#198 How To Build In India?
Listen now (32 min) | Activist short-sellers. 3 critical areas to build state capacity. The point of a defence budget. How to build a good 2X2 matrix.
Jan 29
9
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#198 How To Build In India?
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#197 Everything for Everyone All At Once
Ascolta ora (24 min) | Nano urea, Judicial Independence, Population Ain't a Problem, and an Impossible Trinity
Jan 22
4
7
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#197 Everything for Everyone All At Once
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