New Podcasts Out
This newsletter has an associated podcast that has been busy! Click on the links below to listen
Noah Smith on American growth, partisanship and veganism
I talked to the very popular Noah Smith on a variety of topics. We talked about
Is economic growth zero-sum at the country level?
What are the deep causes of partisanship in America?
The moral coordination problem of going vegan
The political economy of solving NIMBYism
“America's national pastime is avoiding other Americans”
Do give a listen to this!
Michael Fritzell on investing in Asia
I spoke to Michael Fritzell who writes the substack Asian Century Stocks about high-quality stock ideas around Asia. Michael i
s a CFA charterholder and has worked as an equity analyst in Asia for over a decade.
We talk about
Common characteristics of successful CEOs
Why Chinese real estate prices are due for a fall
How do you read an annual report in Asia?
Ep 12: Pranay Kothasthane on Indian foreign policy and growth
I spoke to Pranay Kothasthane who is the Deputy Director of Takshashila Institution, a think tank based in Bengaluru.
We talk about
India’s vaccine diplomacy
Why Pranay’s an optimist on Indian growth
What he learnt running a Hindi podcast