The ASYMMETRIC Crew today:

Shantanu: Founder, Bombay Shaving Company

Chirag: Founder, GoKwik

Harish Krishnan: Co-CIO and Head(Equity), Aditya Birla Sun Life Mutual Fund (ABSLMF)

1:43 Intro

3:49 Trump’s Tariffs - A Synopsis

7:44 Understanding Donald Trump

11:49 The Endgame for Trump

16:25 More Tariffs → More Investments?

22:28 Challenges Ahead for Trump

26:41 Opportunities for India

32:42 Thoughts on 2021’s Cash Influx and New-Age IPOs

38:26 How Private vs Public Capital Works

49:09 Growth - The Good & Bad

54:15 Index Devisers

57:54 The Problem of Plenty

1:02:58 Public Investors and Risk Taking

1:08:40 Closing Thoughts

Links referred to in the episode:

https://drive.google.com/file/d/1E4glaVlyx24ipSYhieurOdu-KO1SkNAD/view?usp=drive_link

https://hktg13.substack.com/p/mind-the-gap