Capitalmind looks at stocks, bonds, funds and the macro to bring you their view on the Indian financial markets. We discuss all things related to investing at our focussed podcast that keeps it simple. For more, go to capitalmind.in and to invest with us, visit capitalmindwealth.com
…
continue reading
Player FM - Internet Radio Done Right
Checked 18d ago
Added three years ago
Content provided by Let’s Talk Macro. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Let’s Talk Macro or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
Similar to Let’s Talk Macro
An archive of each full weekday episode of the award-winning program presented by Stephen Grootes.
…
continue reading
The show that helps you maximize your wealth by turning complex financial situations into actionable advice. On Your Money. Your Mission., we answer the questions you’ve been asking about -- financial planning, investing, retirement and everything in between. Whether you’re navigating the complexities of the market or looking for the best ways to save or spend your money, tune in to hear from experienced financial advisors with JFG. Walk away from each episode with savvy tips and financial t ...
…
continue reading
Alessandro Bogliari, CEO and Co-Founder of The Influencer Marketing Factory, a global influencer marketing agency, talks with great guests about influencer marketing, social media, the creator economy, social commerce and much more.
…
continue reading
The Moneycontrol Podcast is your daily source of business news, investment analysis and advice on stocks and the markets. Tune in to broaden your horizons with podcasts by journalists, experts and analysts giving you a head-start in the investment game.
…
continue reading
Best friends Joel and Matt are the co-hosts of How to Money which is all about providing the knowledge & tools that normal folks need to thrive in areas like debt payoff, DIY investing, and crucial money tricks that will provide continuous help along your journey. We believe that access to unbiased and jargon-free personal finance guidance is more necessary than ever before. When you handle your money in a purposeful, thoughtful way that works for your lifestyle, you can really start living ...
…
continue reading
Stephan Piscano founder of The Real Estate Networking Group the largest real estate group online interviews experts in real estate, finance, sports, motivation and more as we use common sense concepts to give investors insights on financial markets and have a lot of fun talking sports, politics and business motivation as well!
…
continue reading
In each episode of "Goldman Sachs Exchanges," people from the firm share their insights on developments shaping industries, markets and the global economy.
…
continue reading
Each week Doug Hoyes talks to industry experts about debt, money, and personal finance. Don't be confused; listen as the guest experts cut through the jargon and share practical advice.
…
continue reading
Big tech is transforming every aspect of our world. But how, and at what cost? This season of Land of the Giants – The Disney Dilemma – focuses on Disney’s ability to weather the ups and downs of the business cycle and changing tastes and explores what has kept it successful for over 100 years. The entertainment giant has leveraged nostalgia and its intellectual property to build a beloved brand, but after an acquisition spree that included Marvel, Lucasfilm, and 20th Century Fox, can it sus ...
…
continue reading
Player FM - Podcast App
Go offline with the Player FM app!
Go offline with the Player FM app!
))
15: Ep 015 - Global Economic Pulse: June 2024
Manage episode 426537493 series 3414605
Content provided by Let’s Talk Macro. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Let’s Talk Macro or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
Join Sreejith Balasubramanian, Economist in the Fixed Income Fund Management team at Bandhan Mutual Fund, in this episode of 'Let's Talk Macro.' Sreejith shares an insightful update on the global economic pulse for June 2024.
Get a complete picture of the key economic events, monetary policies, and what’s driving markets worldwide and gain insights into the themes shaping the economic landscape. A must-listen for those interested in economic analysis and market forecasts.
Get a complete picture of the key economic events, monetary policies, and what’s driving markets worldwide and gain insights into the themes shaping the economic landscape. A must-listen for those interested in economic analysis and market forecasts.
25 episodes
Share
Manage episode 426537493 series 3414605
Content provided by Let’s Talk Macro. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Let’s Talk Macro or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
Join Sreejith Balasubramanian, Economist in the Fixed Income Fund Management team at Bandhan Mutual Fund, in this episode of 'Let's Talk Macro.' Sreejith shares an insightful update on the global economic pulse for June 2024.
Get a complete picture of the key economic events, monetary policies, and what’s driving markets worldwide and gain insights into the themes shaping the economic landscape. A must-listen for those interested in economic analysis and market forecasts.
Get a complete picture of the key economic events, monetary policies, and what’s driving markets worldwide and gain insights into the themes shaping the economic landscape. A must-listen for those interested in economic analysis and market forecasts.
25 episodes
All episodes
×
1 25: Ep 025 - India: Credible Policy Making Amidst Global Volatility 13:34
13:34 
Play Later 
Play Later 
Lists 
Like 
Liked13:34
Play Later Play Later Lists Like LikedIs India’s economy steady amidst rising global uncertainty? In this episode, we return to domestic macro dynamics – covering key economic data, fiscal and monetary outlooks, global linkages, and India’s structural macro story. Join Sreejith Balasubramanian, Economist in the Fixed Income Fund Management team at Bandhan Mutual Fund, as he breaks down India’s proactive policy approach, the state of inflation and credit, and the longer-term structural narrative. Mutual fund investments are subject to market risks, read all scheme related documents carefully.…
1 24: Ep 024 - Will Uncertainty Trump Liberation? 11:54
11:54 Play Later Play Later Lists Like Liked11:54
Play Later Play Later Lists Like LikedUS tariff changes are making headlines, financial markets are sending mixed signals, and the US Dollar is weakening—but what does it all mean? Join Sreejith Balasubramanian, Economist in the Fixed Income Fund Management team at Bandhan Mutual Fund, as he discusses the latest shifts in US trade policy, the unusual dynamics in financial markets, and the growing impact of uncertainty on the economic outlook. Mutual fund investments are subject to market risks, read all scheme related documents carefully.…
1 23: Ep 023 - Fading US Exceptionalism + Trump 2.0 14:32
14:32 Play Later Play Later Lists Like Liked14:32
Play Later Play Later Lists Like LikedWe look at the weaker US economic data, its reasons, uncertainty around tariffs and other Trump 2.0 policies, the US Fed’s views on these, recent global developments, and what this means for the USD and for India. Join Sreejith Balasubramanian, Economist in the Fixed Income Fund Management team at Bandhan Mutual Fund, for an insightful discussion on what’s shaping the macroeconomic narrative this month.…
1 22: Ep 022 - Domestic Policy within Dollar Constraints 17:16
17:16 Play Later Play Later Lists Like Liked17:16
Play Later Play Later Lists Like LikedIndia’s union fiscal consolidates, the RBI cuts rates, and takes liquidity measures, but the US dollar remains a key variable. Join Sreejith Balasubramanian, Economist in the Fixed Income Fund Management team at Bandhan Mutual Fund, as he discusses India’s recent policy decisions, the drivers behind USD movements, and the constraints they impose.…
1 21: Ep 021 - On Your Mark But Don’t Get Set 15:59
15:59 Play Later Play Later Lists Like Liked15:59
Play Later Play Later Lists Like LikedThe year turns, but US momentum stays strong, with significant implications for both advanced and emerging economies. Join Sreejith Balasubramanian, Economist in the Fixed Income Fund Management team at Bandhan Mutual Fund, as he discusses key early 2025 global economic action, the impact of US exceptionalism, and upcoming major events—Trump assuming office and India’s Union Budget. Discover insights into interest rates, currency movements, trade, and fiscal policy in this insightful episode.…
1 20: Ep 020 - What’s Ahead for 2025: A Balanced Take 19:21
19:21 Play Later Play Later Lists Like Liked19:21
Play Later Play Later Lists Like LikedAs 2024 comes to a close, the final episode of Let’s Talk Macro looks ahead to 2025, exploring the key economic trends that could shape the year. Join Sreejith Balasubramanian, Economist in the Fixed Income Fund Management team at Bandhan Mutual Fund, as he shares the trends that will shape 2025 and offers a balanced, insightful perspective on macroeconomic shifts and developments.…
1 19: Ep 019 - Trump 2.0: Policy Choices in a Different World 15:51
15:51 Play Later Play Later Lists Like Liked15:51
Play Later Play Later Lists Like LikedWhat would Trump 2.0 mean for US policy and the global economy? Join Sreejith Balasubramanian, Economist in the Fixed Income Fund Management team at Bandhan Mutual Fund as he explores the potential policy shifts under Trump’s return, the economic impact of these decisions, and the unique global challenges this time compared to his earlier presidency. Discover insights into trade, markets, and geopolitics in this thought-provoking episode.…
1 18: Ep 018 - China’s Economic Landscape - What’s Changing and What’s Next? 18:05
18:05 Play Later Play Later Lists Like Liked18:05
Play Later Play Later Lists Like LikedJoin Sreejith Balasubramanian, Economist in the Fixed Income Fund Management team at Bandhan Mutual Fund, as he explains China’s economic backdrop, the unique features of its property sector, and how recent measures could shape the future. Gain insights into what to watch for in the coming months as China navigates its economic challenges.…
1 17: Ep 017 - Global Economic Pulse: August 2024 17:02
17:02 Play Later Play Later Lists Like Liked17:02
Play Later Play Later Lists Like LikedIn this episode of Let's Talk Macro, Sreejith Balasubramanian, Economist, Fixed Income Fund Management at Bandhan Mutual Fund, analyses the rising global growth concerns and increasing rate cut expectations. Sreejith also provides a detailed look at India's buoyant growth, while highlighting the need to monitor private consumption and credit growth closely.…
1 16: Ep 016 - Global Economic Pulse - July 2024 18:20
18:20 Play Later Play Later Lists Like Liked18:20
Play Later Play Later Lists Like LikedJoin Sreejith Balasubramanian, Economist, Fixed Income Fund Management at Bandhan Mutual Fund, in this compelling episode of 'Let's Talk Macro.' Sreejith explores the key trends and policy changes shaping the global economy in July 2024. He covers US growth challenges, rising rate cut expectations versus BoJ tightening, the cautious stance of the ECB and BoE, China's slow but strategic policy rhetoric, and India's choice of fiscal prudence. A must-listen for those interested in economic analysis and market forecasts.…
1 15: Ep 015 - Global Economic Pulse: June 2024 19:47
19:47 Play Later Play Later Lists Like Liked19:47
Play Later Play Later Lists Like LikedJoin Sreejith Balasubramanian, Economist in the Fixed Income Fund Management team at Bandhan Mutual Fund, in this episode of 'Let's Talk Macro.' Sreejith shares an insightful update on the global economic pulse for June 2024. Get a complete picture of the key economic events, monetary policies, and what’s driving markets worldwide and gain insights into the themes shaping the economic landscape. A must-listen for those interested in economic analysis and market forecasts.…
1 14: Ep 014 - Euro Area and UK Monetary Policy - Time to Turn? 28:08
28:08 Play Later Play Later Lists Like Liked28:08
Play Later Play Later Lists Like LikedJoin us in this insightful episode as Sreejith Balasubramanian, Economist, Fixed Income Fund Management at Bandhan Mutual Fund, delves into the economic landscape of the Euro Area and the UK, discussing progress on disinflation, the current monetary policy outlook, and how these factors stand in contrast to the US Fed.…
1 13: Ep 013 - US Economy Soft, Hard, or No Landing 16:52
16:52 Play Later Play Later Lists Like Liked16:52
Play Later Play Later Lists Like LikedIn this episode of Let’s Talk Macro, Sreejith Balasubramanian, Economist, Fixed Income Fund Management at Bandhan Mutual Fund analyses the surprising positive trends in the US economy, points out key areas to watch, and discusses how these developments influence the Fed's policy and market expectations on interest rates.…
1 12: Ep 012 - Indian Economy: Optimism as Macros Align 21:45
21:45 Play Later Play Later Lists Like Liked21:45
Play Later Play Later Lists Like LikedJoin Sreejith Balasubramanian, Economist, Fixed Income Fund Management at Bandhan Mutual Fund in this compelling episode of 'Let's Talk Macro.' Sreejith delves into why India is emerging as a standout in the global economy, the macroeconomic factors at play and what lies ahead. A must-listen for those interested in understanding the dynamics of emerging market economies.…
1 11: Ep 011 - Global Economy - Back to the Future 20:22
20:22 Play Later Play Later Lists Like Liked20:22
Play Later Play Later Lists Like LikedRing in the New Year with a fresh perspective! 🌟 Join Sreejith Balasubramanian, Economist, Fixed Income Fund Management at Bandhan Mutual Fund as he unveils key insights on the global and domestic economy. Discover the significant developments of 2023 and the key themes to watch out for in 2024.
Welcome to Player FM!
Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.
Daily Deals
Similar to Let’s Talk Macro
Capitalmind looks at stocks, bonds, funds and the macro to bring you their view on the Indian financial markets. We discuss all things related to investing at our focussed podcast that keeps it simple. For more, go to capitalmind.in and to invest with us, visit capitalmindwealth.com
…
continue reading
An archive of each full weekday episode of the award-winning program presented by Stephen Grootes.
…
continue reading
The show that helps you maximize your wealth by turning complex financial situations into actionable advice. On Your Money. Your Mission., we answer the questions you’ve been asking about -- financial planning, investing, retirement and everything in between. Whether you’re navigating the complexities of the market or looking for the best ways to save or spend your money, tune in to hear from experienced financial advisors with JFG. Walk away from each episode with savvy tips and financial t ...
…
continue reading
Alessandro Bogliari, CEO and Co-Founder of The Influencer Marketing Factory, a global influencer marketing agency, talks with great guests about influencer marketing, social media, the creator economy, social commerce and much more.
…
continue reading
The Moneycontrol Podcast is your daily source of business news, investment analysis and advice on stocks and the markets. Tune in to broaden your horizons with podcasts by journalists, experts and analysts giving you a head-start in the investment game.
…
continue reading
Best friends Joel and Matt are the co-hosts of How to Money which is all about providing the knowledge & tools that normal folks need to thrive in areas like debt payoff, DIY investing, and crucial money tricks that will provide continuous help along your journey. We believe that access to unbiased and jargon-free personal finance guidance is more necessary than ever before. When you handle your money in a purposeful, thoughtful way that works for your lifestyle, you can really start living ...
…
continue reading
Stephan Piscano founder of The Real Estate Networking Group the largest real estate group online interviews experts in real estate, finance, sports, motivation and more as we use common sense concepts to give investors insights on financial markets and have a lot of fun talking sports, politics and business motivation as well!
…
continue reading
In each episode of "Goldman Sachs Exchanges," people from the firm share their insights on developments shaping industries, markets and the global economy.
…
continue reading
Each week Doug Hoyes talks to industry experts about debt, money, and personal finance. Don't be confused; listen as the guest experts cut through the jargon and share practical advice.
…
continue reading
Big tech is transforming every aspect of our world. But how, and at what cost? This season of Land of the Giants – The Disney Dilemma – focuses on Disney’s ability to weather the ups and downs of the business cycle and changing tastes and explores what has kept it successful for over 100 years. The entertainment giant has leveraged nostalgia and its intellectual property to build a beloved brand, but after an acquisition spree that included Marvel, Lucasfilm, and 20th Century Fox, can it sus ...
…
continue reading
Player FM - Podcast App
Go offline with the Player FM app!
Go offline with the Player FM app!
