Beyond the Optics with Tulip Nandu

This is part II of my conversation with Sandip Ghose. In this part we look at  the growth story of India and what are the challenges for the new Government.
Just a disclaimer, this was recorded before 4th June Election results, since then Prime Minister Narendra Modi claimed a third term in office but results delivered a far narrower than expected victory for his party the BJP. The results indicated that Mr. Modi’s Bharatiya Janata Party,  won by far the most parliamentary seats, and that he would become only the second Indian leader to start a third straight term. But it would need to rely on smaller parties in its coalition to form a government. 

After three fiery months of nonstop politicking, the grandest show of democracy in human history, is finally drawing to a close. With the elections almost over and the results less than 10 days away, uncertainty regarding the poll outcome will continue until 4th June, when it will be announced, although exit polls on 1st June after the final phase should provide some clarity on the likely results. 
This general election has been reduced to a choice between the well oiled election power house the BJP qua the NDA and an assemble cast of misfits. It was freely contested, by and large seamless in execution at the administrative level, and digital, that it has now firmly established itself as the gold standard globally. So, what is the state of play as we enter the last phase of polling and what can we expect post 4th June when the dust settles and the elected constituents get to the grind. To discuss that and much more in this podcast we have Mr. Sandip Ghose who is a writer, political affairs Commentator and can see him in various debates and talk shows like the Sunday Club with Advaita Kala. 

This is Part I where we looked at the overall electoral process leading up to the election, during the six phases, the challenges and the campaigning by political parties.

As we wind down this year, let us look back and contemplate the past year in terms of economic growth and discuss what's the outlook for the upcoming year. In September 2023, financial well being sentiment found much needed stability, although the Fed held rates and signaled elevated rates for longer, but there are some who predict the 
US. economic growth will buckle under mounting headwinds early next year with a shallow recession. That's what Nouriel Roubini and others have predicted. Real GDP will grow at about 2. 2 percent and then fall to about 0. 8%. The consumer spending actually held up despite the elevated inflation and high interest rates in the past , couple of months and the growth that seemed to be weakened in the first quarter also bounced back in Q2.  All those are the numbers, but to package all that I have with me on my pod today, Mr. Arvind Mallik. He's the managing partner of KMF Investments which is a pure pay for performance private investment partnership based out of Denton, Texas. KMF seeks a long term capital appreciation by investing in companies whose intrinsic value is significantly higher than the market price. And since its founding in 2008 KMF has found opportunities in the world dominating franchises, hard assets below replacement cost businesses at large, discounts to liquidation value, and firms with beneficial exposure to rising interest rates.
The whole concept behind this is retaining value and increasing the value addition as we call it in finance terms. And Mr. Malik has education to back it up with a degree in chemical engineering  and bioengineering from  UC Berkeley, and also has a MS in chemical engineering from MIT.

As mothers day fast approaches there are many things a mom looks forward to, but this time round I urge listeners to encourage them to a different kind of gift - the gift of health and well being. In this episode we will be discussing some important aspects of women's health with Ms. Mala Mahendroo, PhD who is a  faculty at UT Southwestern Medical Center.  She is a reproductive biologist and her lab has focused on trying to answer the question that are critical to pregnancy and a major
complication of pregnancy, which is preterm birth,  focusing specifically on the cervix.

Hello listeners and welcome to the first episode of the year and it’s befitting to talk about money, economics, and what the future holds for India from the macro economics perspective for this year and in the 5-10 year time horizon. In this episode we would specifically discuss the last full budget presented on February 1st 2023 by Mrs. Nirmala Sitaraman, before India heads for the 2024 general elections. For discussing the key takeaways from the budget and looking at the economic growth of India I have with me Mr. Chetan Joshi who is the director of MONDIAL MMX Financial a Mumbai based Life Goal Planning & Multi Financial Product Distribution firm. Chetan has more than two Decades of experience in Financial field & more then 21 years of experience on the technology front. He is one of rare breed of person to have deep knowledge & hands on experience in the field of Finance & Technology. I hope you’ll enjoy the episode. 

"Not all classrooms have four walls." 
Any parent or educator or anyone who has spent any time with kids can attest to the truth of these words! Kids are innately curious about their surroundings so when their surrounding changes, they are bound to learn!

Hello and welcome, after a brief break I’m back with a new episode on a topic that is very close to my heart and something that I’m passionate about. Travel and travelling with kids is what I love talking about and also try and make the most of the opportunities I get to travel with my two sons.  This episode is an attempt by me to list some wonderful learnings parents can take out of traveling with their new born kids / infant, toddlers and beyond and share some personal experiences too. 

Welcome to part III of my discussion with Surbhi Dedhia on Parenting and how it has added a wonderful dimension to our life. In Part II we went into the values that we would want to inculcate in our kids and how you draw a line between setting boundaries and freedom. In this final part we dive into the metal side of things and how we can create a better environment for our kids to adapt to the external challenges that they might encounter and also I ask Surbhi how challenging was it to change countries with kids and how they have coped with all of it . I hope you'll enjoy this amazing conversation. 

Welcome to part II of my discussion with Surbhi Dedhia on Parenting and how it has added a wonderful dimension to our life. In Part I we started off our conversation with the basic essence of parenting and how its a process of trial and error. In PART II of our conversation we dive into the values that we would want to inculcate in our kids and how you draw a line between setting boundaries and freedom. I hope you'll enjoy this intriguing conversation. 

On this Mothers day I'm delighted to flag off a mini series on Parenting a topic that is very close to my every day life and something that I enjoy talking about at length with everyone around. Parenting is something that has given me and my wife a different dimension to life and something that we nurture and live every moment with our two wonderful kids. I'm overjoyed to have my mentor Surbhi Dedhia with whom I have had numerous conversation about parenting to join me on my pod and embark on this short series on Parenting. Surbhi has been the main architect of this podcast and along with being a entrepreneur, a mentor is a mother of two wonderful kids and who better to have an in depth conversation with someone who manages all these multiple facets spectacularly well. She is also the host of "The making of a thought leader" podcast.

Welcome to PART II of this mini series on Big Data.

In the first part we discussed about how throwing more data points is not necessarily the solution to the problem and focusing on the data points that do matter from the customer's perspective is the way forward. In this episode we shall discuss the cost associated with big data and the health problems associated with data overload.