The ASYMMETRIC Crew today:
Shantanu: Founder, Bombay Shaving Company
Chirag: Founder, GoKwik
Harish Krishnan: Co-CIO and Head(Equity), Aditya Birla Sun Life Mutual Fund (ABSLMF)
1:43 Intro
3:49 Trump’s Tariffs - A Synopsis
7:44 Understanding Donald Trump
11:49 The Endgame for Trump
16:25 More Tariffs → More Investments?
22:28 Challenges Ahead for Trump
26:41 Opportunities for India
32:42 Thoughts on 2021’s Cash Influx and New-Age IPOs
38:26 How Private vs Public Capital Works
49:09 Growth - The Good & Bad
54:15 Index Devisers
57:54 The Problem of Plenty
1:02:58 Public Investors and Risk Taking
1:08:40 Closing Thoughts
Links referred to in the episode:
https://drive.google.com/file/d/1E4glaVlyx24ipSYhieurOdu-KO1SkNAD/view?usp=drive_link
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