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Episode 135 – US Investors Cheer Tariff Certainty, Indian Economy May Not be As Resilient as Data Suggests, and Why Home Depot Still Fails to Impress Me
S1 E135 • 32 mins • Jul 29, 2025
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Episodios recientes
Jul 29, 2025
Episode 135 – US Investors Cheer Tariff Certainty, Indian Economy May Not be As Resilient as Data Suggests, and Why Home Depot Still Fails to Impress Me
S1 E135 • 32 mins
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Episode 134 – Strong Start to the US Earnings Season but Threat to Fed’s Independence Remains an Overhang, India-US Trade Deal Uncertainty Makes Investors Nervous, and Why UBER is Winning the AV Race
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S1 E133 • 45 mins
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Episode 132 – US Markets Hit Record Highs Even as the US Consumer Lacks Confidence, RBI’s Growth-Inducing Moves Yet to Have Any Impact, and Why Investors Love Microsoft Again
S1 E132 • 40 mins
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Episode 131 – US Labor Market Remains on a Solid Footing But Uncertainties Remain, RBI’s Moves Should Unleash the Indian Economy, and Why I am Bullish on Alphabet
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