In-Depth Analysis on the Economy, Manufacturing, Exports, USA, China

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

Пікірлер: 245

  • @Darkings
    @Darkings5 күн бұрын

    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.

  • @bharadwajah9517

    @bharadwajah9517

    4 күн бұрын

    Listen to the following Peter Schiff Adam Taggart Brett Johnson But you will get American views there

  • @mpnikhil
    @mpnikhil5 күн бұрын

    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!! 🙏🙏🙏🙏

  • @user-cq9jo4mr3q
    @user-cq9jo4mr3q6 күн бұрын

    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।

  • @anilsagar1065

    @anilsagar1065

    5 күн бұрын

    Excellent discussion

  • @ckausi
    @ckausi7 күн бұрын

    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

  • @amitesh-rai
    @amitesh-rai6 күн бұрын

    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.

  • @samiullahk7223

    @samiullahk7223

    5 күн бұрын

    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

  • @gurjotsingh8934

    @gurjotsingh8934

    4 күн бұрын

    Jews were the real winners of the war

  • @_fluffycloud_luv

    @_fluffycloud_luv

    2 күн бұрын

    @@samiullahk7223Correct!

  • @a.bhaskara3833

    @a.bhaskara3833

    Күн бұрын

    Yes, NYT report, Wikipedia say so on a casual Google search

  • @samiullahk7223

    @samiullahk7223

    Күн бұрын

    @@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

  • @42.sohambachal8c5
    @42.sohambachal8c56 күн бұрын

    Ajay Babu you are inviting great personalities

  • @venkatviswanathan1702
    @venkatviswanathan17023 күн бұрын

    Brilliant!!!! Must watch. Thank you.

  • @hareshrakholia3596
    @hareshrakholia35964 күн бұрын

    Do tin baar sunna padega tab kuch smaj aayega, history, economy, society lots of stirngs together, amazing.

  • @CaptainKGF1
    @CaptainKGF15 күн бұрын

    Excellent knowledge sharing 😊

  • @harpreetchawla6494
    @harpreetchawla64945 күн бұрын

    what a insightful talk. so much to learn and new way of thinking about economy.

  • @chirag123hi7
    @chirag123hi76 күн бұрын

    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...

  • @myalok2003
    @myalok20036 күн бұрын

    Thank you for this lovely informative video

  • @dr.sagarfirke2687
    @dr.sagarfirke26875 күн бұрын

    A quality content delivered by both of you...thanks alot

  • @geetha5037
    @geetha50374 күн бұрын

    Fantastic video! Thanks for sharing. Looking forward to more such informative content!

  • @iamsajalchakraborty
    @iamsajalchakraborty6 күн бұрын

    Beautiful video. Thank you both for sharing your knowledge. Hope, will see series of videos on economics

  • @Jigyanshoo
    @Jigyanshoo5 күн бұрын

    Very thoughtful discussion. Many things to learn.

  • @shaileshrao6759
    @shaileshrao67595 күн бұрын

    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.

  • @info-tech2017
    @info-tech20172 күн бұрын

    ज्ञान वर्धक चर्चा , good work sir

  • @tanay_pant
    @tanay_pant6 күн бұрын

    Superb podcast 👌👌 please release next video soon.

  • @mandarbapat1
    @mandarbapat15 күн бұрын

    Excellent video which has lot's of wisdom

  • @debabratadey7696
    @debabratadey76966 күн бұрын

    Thank you so much for sharing the great knoledge.....

  • @bharatbindage
    @bharatbindage6 күн бұрын

    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.

  • @pratikmendapara4128
    @pratikmendapara41285 күн бұрын

    Wow, great content Ajay bhaiya, keep doing such kinds of vlogs.. . Hats of to you . . Lots of learning and insights of global macroeconomics. . .

  • @YogeshvsYT
    @YogeshvsYT6 күн бұрын

    Great discussion by both of you 👌🏽👍🏽

  • @vivekanandkumar9780
    @vivekanandkumar97803 күн бұрын

    Bahut deep knowledge diye hai sir

  • @ninadpai
    @ninadpaiКүн бұрын

    Brilliant discussion

  • @munirajmalik
    @munirajmalik17 сағат бұрын

    Awesome discussion, i learned so many new thing's 😊 Thanks

  • @vijaykanagi599
    @vijaykanagi5992 күн бұрын

    Very indepth analysis of economic

  • @pallavved3888
    @pallavved38885 күн бұрын

    Very interesting thanks

  • @manujain7387
    @manujain73876 күн бұрын

    Very good Podcast, thanks Ajay sir.

  • @raahul03
    @raahul035 күн бұрын

    Aadarniya kapil ji ne bahut gyanvardhan Kiya aap dono ka hardik aabhar 🙏🏻🌼🙏🏻

  • @drsameervaidya8608
    @drsameervaidya86085 күн бұрын

    Wonderful insights Gold Pure gold Thnks for ur u tube channel and ur videos Keep them rolling,pls

  • @ketanbaheti6385
    @ketanbaheti63855 күн бұрын

    Great Content , well presented !

  • @dbk9555
    @dbk95555 күн бұрын

    Best discussion on economics geopolitics and supply chain.

  • @sb001122
    @sb0011225 күн бұрын

    What an insightful Video Ajay Sir🙏

  • @jayantasaha5589
    @jayantasaha55893 күн бұрын

    Great Great insightful discussion..no TV and KZread channels have this kind of fabulous content..thank Ajay Ji

  • @Palnadu-investments
    @Palnadu-investments6 күн бұрын

    Very nice informative and knowledge video.

  • @mohit88781
    @mohit887815 күн бұрын

    Superb Informative

  • @user-pf8cv1is3i
    @user-pf8cv1is3i3 күн бұрын

    Amazing clarity

  • @Rahu5457
    @Rahu54575 күн бұрын

    Thank you both of you. You both are giant for us.

  • @vinayaksardesai7521
    @vinayaksardesai75212 күн бұрын

    Fascinating discussion👏👏 Such in-depth one. Very educating👍 Kudos to both Mr Ajay & Mr Kapil.

  • @ArvindBiztaiwan
    @ArvindBiztaiwan5 күн бұрын

    Great informative podcast! Looking fwd to more informative sessions with Gupta ji. Thanks to you 2!!

  • @NikhilAMalik
    @NikhilAMalik3 күн бұрын

    Really a Zabardast content.... 👍🏻

  • @ajudiyakishor1613
    @ajudiyakishor16134 күн бұрын

    Great, superb sir both of you thanks dollar knowledge.

  • @VeerSinghCricket
    @VeerSinghCricket5 күн бұрын

    Let's revisit this podcast in 2029

  • @K-T-D-A
    @K-T-D-A20 сағат бұрын

    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

  • @amankhare7538
    @amankhare7538Күн бұрын

    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.

  • @gauravshukla-xv2ry
    @gauravshukla-xv2ry4 күн бұрын

    Very informative.. thanks for sharing. It was explained in very simple terms and therefore easy to grasp. Thank you

  • @shrinathpurkait3886
    @shrinathpurkait38865 күн бұрын

    Lots of learning! Thanks

  • @pankajbhardwaj7521
    @pankajbhardwaj75215 күн бұрын

    Dono Genius ko shat shat Naman 🙏🙏👏👏👏

  • @PrabhjotSingh-ku5nv
    @PrabhjotSingh-ku5nv3 күн бұрын

    Wonderfull Podcast... Its rare to find such kind of knowledge even on paid Platforms... Thanks a lot AJAY Sir... Jai Guru devn. 🙏

  • @saurabhtripathi6162
    @saurabhtripathi61624 күн бұрын

    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.

  • @RRYadav-rj3pz
    @RRYadav-rj3pz5 күн бұрын

    Superb Video

  • @user-ns5ue2rw9v
    @user-ns5ue2rw9v4 күн бұрын

    Insightful video

  • @RahulSingh-yj3is
    @RahulSingh-yj3is5 күн бұрын

    Usually, I don’t write comments, but this time I must say Great video, great video

  • @rockydodani
    @rockydodani4 күн бұрын

    Beautiful Video Bhiya

  • @SomnathPradhan-df1bi
    @SomnathPradhan-df1bi4 күн бұрын

    Best 👌 explanation 👌 👏 👍

  • @ashishsaxena1224
    @ashishsaxena12244 күн бұрын

    Fantastic conversation. Learnt a lot. Well done Ajay. Look forward to next edition

  • @swapanghosh2079
    @swapanghosh20794 күн бұрын

    Great in depth analysis and learning

  • @Pramoddhyani
    @Pramoddhyani6 күн бұрын

    Very nice discussion.....🙏

  • @TheRintudas
    @TheRintudas4 күн бұрын

    Excellent one again by Ajay Bhaiya

  • @James-Bond-007_
    @James-Bond-007_5 күн бұрын

    Very insightful podcast🎉

  • @umeshrajput9338
    @umeshrajput93386 күн бұрын

    Good learning Sir

  • @digvijaysinghbaghel2575
    @digvijaysinghbaghel25754 күн бұрын

    insightful

  • @financialgyaan9656
    @financialgyaan96564 күн бұрын

    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

  • @navinpaliwal9758
    @navinpaliwal97585 күн бұрын

    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

  • @parcgup
    @parcgup4 күн бұрын

    Every word is gold. Thank you for podcast.

  • @MaviNK
    @MaviNK4 күн бұрын

    Wonderful…

  • @subodhtripathi2224
    @subodhtripathi22245 күн бұрын

    Great video sir

  • @pankajbhardwaj7521
    @pankajbhardwaj75215 күн бұрын

    Superb explanation ❤

  • @biswanathroy7807
    @biswanathroy78074 күн бұрын

    Excellent discussion .sir pl keep it up

  • @keerthiraj3498
    @keerthiraj34984 күн бұрын

    Tqsm for such sessions vey much valuable Sir more such sessions ❤

  • @Pragmatic960
    @Pragmatic9605 күн бұрын

    Very knowledgeable conversation on macros. Please keep doing more of these

  • @rahulamesar5387
    @rahulamesar53875 күн бұрын

    One of the best !!!! Please make more videos with the sir

  • @preetraj996
    @preetraj9965 күн бұрын

    Great discussion sir Thanks you so much sir

  • @dayanandkhemani9072
    @dayanandkhemani90725 күн бұрын

    Awesome

  • @hitmaster9451
    @hitmaster94515 күн бұрын

    Amazing

  • @waterworx3513
    @waterworx35135 күн бұрын

    Superb

  • @shrikant4540
    @shrikant45406 күн бұрын

    Nice discussion sir

  • @Sandeep-if7mi
    @Sandeep-if7mi5 күн бұрын

    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.

  • @sameerpatil6465
    @sameerpatil64655 күн бұрын

    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

  • @shaileshsingh1832
    @shaileshsingh18325 күн бұрын

    Very great 👍

  • @VivekYadav-vk2lh
    @VivekYadav-vk2lh6 күн бұрын

    lovely talk

  • @b_13_abhishekpatil17
    @b_13_abhishekpatil175 күн бұрын

    Wow!

  • @jayeshpoladia
    @jayeshpoladia6 күн бұрын

    Excellent 👌 👍

  • @shashikantkore1491
    @shashikantkore14915 күн бұрын

    Very good ok information, thank you

  • @Chirag_Kandiyal
    @Chirag_Kandiyal5 күн бұрын

    Dimaag khol dene wala video. Hats off!!

  • @sumitbansal.
    @sumitbansal.4 күн бұрын

    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.

  • @akashingole3712
    @akashingole37122 күн бұрын

    Felt like listening to you both on & on…thanks for this content❤

  • @deepknowledge5853
    @deepknowledge58535 күн бұрын

    Very very very very good video.

  • @prabhakardash964
    @prabhakardash9643 күн бұрын

    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

  • @indiantraveller6784
    @indiantraveller67846 күн бұрын

    Worth 100000 rs video thnax

  • @fragrancekiduniya8905
    @fragrancekiduniya89055 күн бұрын

    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.

  • @wasimahmed4295
    @wasimahmed42955 күн бұрын

    Intellectual 🎉❤🙌

  • @MadanSharmaChancellorFinance
    @MadanSharmaChancellorFinance4 күн бұрын

    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.

  • @tanajisomwanshi695
    @tanajisomwanshi6955 күн бұрын

    Very informative podcast

  • @indrabharti9821
    @indrabharti98215 күн бұрын

    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 🙏

  • @dmehta3476
    @dmehta34764 күн бұрын

    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.

  • @kumarshivdutta4548
    @kumarshivdutta45485 күн бұрын

    Today I subscribed this giant channel, Thanks.

  • @beenusingh52
    @beenusingh524 күн бұрын

    One of the best informative video with 100% facts about history. Bahut khoob for your inside Kapil. Would like to know your views about what can be the likely outcome of US debt.