In-Depth Analysis on the Economy, Manufacturing, Exports, USA, China
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- Опубликовано: 14 июл 2024
- Can India de-couple? Dollar's future vs Gold? Why China still is gaining manufacturing share globally?
One of the best, in-depth interactions on market history and impact on global economy and India; with Kapil Gupta , my dear friend from Nuvama.
[00:00] Start
[01:26] GOLD and Its importance now
[04:30] Dollar as a global currency
[10:30] How empires get destroyed? Inflation and Currency
[12:20] Birth of Petro Dollars
[16:42] US Debt and Interest rates
[19:12] Can India de-couple from USA?
[28:26] Nike Story and China manufacturing
[29:58] China's growth model
[37:28] Why is China export so cheap?
[42:45] India's position in global manufacturing
[46:19] Importance of economics
Hi friends, I am Ajay Sharma. I have been an active investor and a serial entrepreneur living in Singapore. I am an alum of IIT (BHU) Varanasi and IIM Ahmedabad. I have worked in some of the leading global corporates and am passionate about startups.
To know more about me, watch - • Who am I? #AjayFY
To connect with me, follow me on my socials -
Instagram - / ajayfy.sharma
LinkedIn - / ajayfy-sharma
Twitter - / ajayfysharma
#ajayfy #indiagrowth #sensex
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One of the best videos on macro economy in recent times.......we dont c these discussions on TV and even other youtube channels. Please keep such discussions coming.
Listen to the following
Peter Schiff
Adam Taggart
Brett Johnson
But you will get American views there
One of best overviews of macro history and factors with interesting detours on micro. Very lucid, clear and instructive. Wise men both of you. Thank you!! 🙏🙏🙏🙏
Can’t wait for this episode, these questions have been puzzling my mind too, and no one better than Ajay sir to clear these doubts… aaj hi release kardo sir please
गुरु देव से बहुत कुछ सीखने का मौका मिलता है,thanks to youtube की ये प्लेटफॉर्म दिया है कि अच्छी अच्छी बातों को हमलोग सुन और समझ पाते हैं।
Excellent discussion
As an engineering grad, it was a bit overwhelming in the start,
But I sticked to it and searched all the economic terms in the web and chat gpt while watching it,
And I can say that in the end I gained a lot of information from this conversation.
Waiting for more parts of it.
Ajay Babu you are inviting great personalities
Do tin baar sunna padega tab kuch smaj aayega, history, economy, society lots of stirngs together, amazing.
Britain paid the EMIs of the loans taken from USA during WW2 up until 2018. That’s something for the cost incurred by that nations to win a war.
Edit: The last payment was in 2006 and not 2018.
That's nonsensical, where did you find the info? US on the other hand funded Germany for the war reparations imposed by France and Britain on Germany. They tanked but came back even stronger.. given their engineering industry
Jews were the real winners of the war
@@samiullahk7223Correct!
Yes, NYT report, Wikipedia say so on a casual Google search
@@a.bhaskara3833 US economy borrows in a crisis highest was in 1998 Soviet era crisis where they took up 33% of all the debt and it's been growing. Deficit however decreased last 3 years. Money supply will make it float for another decade. That's why dollar keeps appreciating against rupee cause we have dollar loan and high importe
Excellent discussion I have ever watched till now. Please continue to pour such knowledge to the viewers of your channel. 👌🙏
Beautiful video. Thank you both for sharing your knowledge. Hope, will see series of videos on economics
what a insightful talk. so much to learn and new way of thinking about economy.
Guest and you both were superb amazing....today got a complete picture of Dollarisation....pls keep this good work going....amazed by wisdom you both have...waiting for 2nd episode...
Excellent knowledge sharing 😊
Brilliant!!!! Must watch. Thank you.
Thank you for this lovely informative video
Fantastic video! Thanks for sharing. Looking forward to more such informative content!
Very good and in-depth podcast, Please ask Kapil sir to be bit loud ... ask I felt his voice our on the lower end and there difficulty listen to him. Thank you Ajay and Kapil Sir once again.
A quality content delivered by both of you...thanks alot
Very interesting illustrations by Kapil sir that was never understood by discussions by so called great Indian economists like past RBI governors😢. Keep it up. Educate us more.Good luck to Ajay Ji.
Superb podcast 👌👌 please release next video soon.
Very thoughtful discussion. Many things to learn.
Wow, great content Ajay bhaiya, keep doing such kinds of vlogs.. . Hats of to you . . Lots of learning and insights of global macroeconomics. . .
For me it's the Most informative podcast of 2024❤ and an opportunity to witness the beauty of two Indian brains.
Great discussion by both of you 👌🏽👍🏽
Excellent video which has lot's of wisdom
Thank you so much for sharing the great knoledge.....
Fascinating discussion👏👏 Such in-depth one. Very educating👍 Kudos to both Mr Ajay & Mr Kapil.
Very good Podcast, thanks Ajay sir.
Wonderful insights
Gold
Pure gold
Thnks for ur u tube channel and ur videos
Keep them rolling,pls
Great conversation. One of the best out of very few.
Best podcast Ajay sir on your platform ever. Amazed by Kapilji’s school of thought, his grip on history and economics. Would like to see him more often.
Big Thank You (in our language Aabhaari Hoon) for this fantastic interview and above all the simplicity, clarity with which this got discussed. Also the pace of the conversation so that the info sinks well
Aadarniya kapil ji ne bahut gyanvardhan Kiya aap dono ka hardik aabhar 🙏🏻🌼🙏🏻
An Awesome perspective of Macro Economics and How rest of the world resources are driven by US policies and policing to make and keep US the Super Power of the World. You both have a great command on economic and financial perspective of World and Countries.
Great informative podcast! Looking fwd to more informative sessions with Gupta ji. Thanks to you 2!!
Very nice informative and knowledge video.
Awesome discussion, i learned so many new thing's 😊 Thanks
Great Content , well presented !
Best discussion on economics geopolitics and supply chain.
Dono Genius ko shat shat Naman 🙏🙏👏👏👏
What an insightful Video Ajay Sir🙏
Usually, I don’t write comments, but this time I must say Great video, great video
Very informative.. thanks for sharing. It was explained in very simple terms and therefore easy to grasp.
Thank you
Thank you both of you. You both are giant for us.
Simply Amazing. This was the most enlightening session among your guest series. Please have another session with Kapil sir soonest. What a wealth of kowledge he possess on the ecomic history and trends. Hats off. Thank you so much
Very enriching and thoughtful conversation on global economy and challenges related to it.Would love to listen such more conversations. Please bring more podcast like this. The quality of content delivered in Hindi is next level. Thank you
Very indepth analysis of economic
Mza a gya sir. Itni zyada brilliant video. Full information packed. Revised all my macro economics concepts alongwith learning new things and thinking about the psychology of economics itself. Can't express enough, how much I loved this video
Fantastic conversation. Learnt a lot. Well done Ajay. Look forward to next edition
Great, superb sir both of you thanks dollar knowledge.
Superb Informative
Brilliant discussion
Very interesting thanks
Lots of learning! Thanks
Amazing clarity
Super it will boost the knowledge of Commerce and MBA student the politician should take in to consideration of different example cited by Sri Kapil Sir while implementing any decision on economic growth of our country
ज्ञान वर्धक चर्चा , good work sir
Great Great insightful discussion..no TV and RUclips channels have this kind of fabulous content..thank Ajay Ji
Superb Video
Very knowledgeable conversation on macros. Please keep doing more of these
Commodities ka toh pata nahi but I found pure GOLD content in you tube through your videos. Keep up the good work you're videos inspire to learn more and more everyday.
Let's revisit this podcast in 2029
Such a great and highly valuable session in terms of learning, dot connection & thought expansion, etc.
Thank u, Ajay Sir for such a great learning session.
Very nice discussion.....🙏
Great in depth analysis and learning
Excellent one again by Ajay Bhaiya
Every word is gold. Thank you for podcast.
Superb explanation ❤
Insightful video
Thank you Ajay ji for bringing the excellent content. You have a great network of friends who are so knowledgeable and are generously sharing it with your audience.
One of the best !!!!
Please make more videos with the sir
Very insightful podcast🎉
Wonderfull Podcast... Its rare to find such kind of knowledge even on paid Platforms... Thanks a lot AJAY Sir... Jai Guru devn. 🙏
Excellent discussion .sir pl keep it up
This podcast is a testament to the importance of a holistic and principled approach to thinking about macroeconomic issues. A great discussion and a delight to watch.
PS: "Woh kya jaane bharat ko, jo sirf jaane bharat ko" is one of the greatest one-liners I've heard this year.
Due to this China policy, today China is food insecure and their real estate have gone to docks.
Excellent discussion, please keep it up. Kindly try to cover economies of Bangladesh, srilankan, Nepal, Afghanistan, Iran, Pakistan with respect to India and how as a region we can benefit. Thanks
Great video sir
Beautiful Video Bhiya
Good speaker and you do a good job of asking Ajay. The mathematization of Economics was a very good point discussed by the speaker. Very very knowledeable person.
Which food additive company he has discussed?
Really a Zabardast content.... 👍🏻
Good learning Sir
Worth 100000 rs video thnax
Great discussion sir
Thanks you so much sir
Excellent podcast. Very fluid show - both of you guys are excellent. I hope you bring him back and discuss all the topics he has mentioned at the end of the show and explain as you just did with this show. Everything was so well explained and absolutely well organized podcast. Looking forward to new episodes and continued learning regarding the last 100 years events.
Nice discussion sir
Amazing
Thanks for this episode.. since you talked on Aristotle; ask Kapil to talk in ''first principles'' so that it becomes easy for listeners to understand. Also ask him to talk on the middle income trap that Dr. Rathin Roy has already sounded the alarm in 2017. In the current society that has gone from savers to consumers; what will be the long term implications as the savings rate is at a 50 year low. 2% of Indian population are paying IT; while at least 10% (14 cr demat accounts) are active on the stock markets. A recent survey mentioned that online gambling has grown big and at least 20 cr people are into it.
Bahut deep knowledge diye hai sir
Wonderful…
Request to make such more great people interviews always.
Another masterpiece from you Sir. You have this unique ability to take out the best from your so learned guests. Thank you so very much 🙏
Felt like listening to you both on & on…thanks for this content❤
Great video and knowledge sharing, part 2 do in short time pls 😀
Superb
Dimaag khol dene wala video. Hats off!!
Excellent 👌 👍
Today I subscribed this giant channel, Thanks.
Good insights on forces that have shaped the current economic balance and ecosystem. Would have loved to see more time spent on crystal gazing to connect past to the future. Well articulated overall
Awesome