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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!

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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?

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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

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