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Let’s Talk Macro episodes
- 12: Ep 012 - Indian Economy: Optimism as Macros AlignJoin Sreejith Balasubramanian, Economist, Fixed Income Fund Management at Bandhan Mutual Fund in this compelling episode of 'Let's Talk Macro.'
Sreejith delves into why India is emerging as a standout in the global economy, the macroeconomic factors at play and what lies ahead. A must-listen for those interested in understanding the dynamics of emerging market economies.22 min - 11: Ep 011 - Global Economy - Back to the FutureRing in the New Year with a fresh perspective! 🌟
Join Sreejith Balasubramanian, Economist, Fixed Income Fund Management at Bandhan Mutual Fund as he unveils key insights on the global and domestic economy.
Discover the significant developments of 2023 and the key themes to watch out for in 2024.21 min - 10: Ep 010 - US Fiscal policy - The AscentIn this episode, Mr. Sreejith Balasubramanian explains the US fiscal policy, drivers of its elevated path and what lies ahead in terms of projections and economic implications.19 min
- 9: Ep 009 - India inflation - What lies ahead?In this episode, Mr. Sreejith Balasubramanian explains the change in drivers of India's inflation in the last few years, the current context, and what lies ahead.18 min
- 8: Ep 008 - What's up with the global economy?In this episode, Mr. Sreejith Balasubramanian explains the latest economic context in major advanced and emerging economies and the rationale behind their monetary policy stance.20 min
- 7: Ep 007 - What does slower recovery in china mean?In this episode of ‘Let's Talk Macro’, Mr. Sreejith Balasubramanian explains the drivers behind China's slower growth, its policy response and why China may not be a shot in the arm for global growth this year.17 min
- 6: Ep 006 - India's southwest monsoon season rainfallIn this episode of Let's Talk Macro, Mr. Sreejith Balasubramanian explains the economic significance of India's monsoon rainfall, early forecasts for this year and potential mitigants.15 min
- 5: Ep 005 - Monetary policy in the US & EAIn this episode of Let's Talk Macro, Mr. Sreejith Balasubramanian analyses the drivers of the recent financial market turmoil, the market reaction so far and the policy challenge it poses for the Fed and the ECB.15 min
- 4: Ep 004 - India FY24 Union Budget, Macro TakeawaysListen to Mr. Sreejith Balasubramanian on ‘Let's Talk Macro’ as he explains the economic context of the union budget, our inferences on the key estimates, public sector deficit, borrowing, and the envisaged fiscal path.13 min
- 3: Ep 003 - How was US Monetary policy response to pandemic different ?In this episode of ‘Let's Talk Macro’, Sreejith Balasubramanian explains the different backdrops, policy tools deployed, economic impact, and what this holds for the near future.16 min
About Let’s Talk Macro
From the publisher's feed
Bandhan Mutual Fund is focused on helping savers become investors and create wealth. The organization has always striven to empower everyday investors, as well as India’s financial ecosystem, through initiatives that simplify financial knowledge, helping create wealth and value through investments.
Continuing the tradition of initiatives and campaigns that motivate, guide, and educate Indians about financial wisdom, we bring you Let’s Talk Macro – a podcast series to demystify relevant macroeconomics – global & domestic, important & topical, data, concepts, inferences & implications.
We reached out to the average Indian investor through our successful short films like Bachat Nivesh Badhat, One Idiot, and Return of One Idiot to educate the public about the importance of savings and long-term investments for financial growth and security. Our landmark campaigns like #DateyRaho and #PaisonKoRokoMat have educated millions successfully about the power of investing.