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
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
4 күн бұрын
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!! 🙏🙏🙏🙏
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
5 күн бұрын
Excellent discussion
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
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
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
4 күн бұрын
Jews were the real winners of the war
@_fluffycloud_luv
2 күн бұрын
@@samiullahk7223Correct!
@a.bhaskara3833
Күн бұрын
Yes, NYT report, Wikipedia say so on a casual Google search
@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
Ajay Babu you are inviting great personalities
Brilliant!!!! Must watch. Thank you.
Do tin baar sunna padega tab kuch smaj aayega, history, economy, society lots of stirngs together, amazing.
Excellent knowledge sharing 😊
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...
Thank you for this lovely informative video
A quality content delivered by both of you...thanks alot
Fantastic video! Thanks for sharing. Looking forward to more such informative content!
Beautiful video. Thank you both for sharing your knowledge. Hope, will see series of videos on economics
Very thoughtful discussion. Many things to learn.
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.
ज्ञान वर्धक चर्चा , good work sir
Superb podcast 👌👌 please release next video soon.
Excellent video which has lot's of wisdom
Thank you so much for sharing the great knoledge.....
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.
Wow, great content Ajay bhaiya, keep doing such kinds of vlogs.. . Hats of to you . . Lots of learning and insights of global macroeconomics. . .
Great discussion by both of you 👌🏽👍🏽
Bahut deep knowledge diye hai sir
Brilliant discussion
Awesome discussion, i learned so many new thing's 😊 Thanks
Very indepth analysis of economic
Very interesting thanks
Very good Podcast, thanks Ajay sir.
Aadarniya kapil ji ne bahut gyanvardhan Kiya aap dono ka hardik aabhar 🙏🏻🌼🙏🏻
Wonderful insights Gold Pure gold Thnks for ur u tube channel and ur videos Keep them rolling,pls
Great Content , well presented !
Best discussion on economics geopolitics and supply chain.
What an insightful Video Ajay Sir🙏
Great Great insightful discussion..no TV and KZread channels have this kind of fabulous content..thank Ajay Ji
Very nice informative and knowledge video.
Superb Informative
Amazing clarity
Thank you both of you. You both are giant for us.
Fascinating discussion👏👏 Such in-depth one. Very educating👍 Kudos to both Mr Ajay & Mr Kapil.
Great informative podcast! Looking fwd to more informative sessions with Gupta ji. Thanks to you 2!!
Really a Zabardast content.... 👍🏻
Great, superb sir both of you thanks dollar knowledge.
Let's revisit this podcast in 2029
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
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.
Very informative.. thanks for sharing. It was explained in very simple terms and therefore easy to grasp. Thank you
Lots of learning! Thanks
Dono Genius ko shat shat Naman 🙏🙏👏👏👏
Wonderfull Podcast... Its rare to find such kind of knowledge even on paid Platforms... Thanks a lot AJAY Sir... Jai Guru devn. 🙏
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.
Superb Video
Insightful video
Usually, I don’t write comments, but this time I must say Great video, great video
Beautiful Video Bhiya
Best 👌 explanation 👌 👏 👍
Fantastic conversation. Learnt a lot. Well done Ajay. Look forward to next edition
Great in depth analysis and learning
Very nice discussion.....🙏
Excellent one again by Ajay Bhaiya
Very insightful podcast🎉
Good learning Sir
insightful
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
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
Every word is gold. Thank you for podcast.
Wonderful…
Great video sir
Superb explanation ❤
Excellent discussion .sir pl keep it up
Tqsm for such sessions vey much valuable Sir more such sessions ❤
Very knowledgeable conversation on macros. Please keep doing more of these
One of the best !!!! Please make more videos with the sir
Great discussion sir Thanks you so much sir
Awesome
Amazing
Superb
Nice discussion sir
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 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 great 👍
lovely talk
Wow!
Excellent 👌 👍
Very good ok information, thank you
Dimaag khol dene wala video. Hats off!!
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.
Felt like listening to you both on & on…thanks for this content❤
Very very very very good video.
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
Worth 100000 rs video thnax
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.
Intellectual 🎉❤🙌
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.
Very informative podcast
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 🙏
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.
Today I subscribed this giant channel, Thanks.
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.