TRANSFIN. LongShorts with Nikhil Arora and Sharath Toopran

S3 Ep46: Macro Headwinds, RIL's Craft, Big-Bang Mergers

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We’ve had an eventful few weeks here at LongShorts. We chatted with a long line of guests from various backgrounds with whom we conversed about a wide-ranging portfolio of topics. In this episode, we take a breather and go back to the good ol’ days when it was just us two chatting about the heavy-duty news developments of the week.
 
There’s been a lot in the news, therefore there’s a lot on our minds. Some things we discuss:

  • Killing two birds with one debt-laden stone – RIL’s much-talked-about deal with Aramco.... and their flashy AGM
  • Slowdown, slowdown, slowdown – in domestic consumption across sectors
  • A pair of rate-cuts - The RBI and the Fed react to macro headwinds!
  • The Viacom-CBS merger - yet another roll up in the dynamic media landscape as streaming wars intensify
    • ...more
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    TRANSFIN. LongShorts with Nikhil Arora and Sharath ToopranBy TRANSFIN. Podcasts
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