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We like to talk Business and Finance. Figured we should do it for a living. Presenting LongShorts - weekly podcast by Nikhil Arora (https://twitter.com/Nikhil26A) (ex-investment banker at Nomura, HSBC - London) and Sharath Toopran (https://twitter.com/SharathToopran) (former equity research analyst at Canaccord Genuity - Toronto). We run Transfin., a Business news platform.

We like to talk Business and Finance. Figured we should do it for a living. Presenting LongShorts - weekly podcast by Nikhil Arora (https://twitter.com/Nikhil26A) (ex-investment banker at Nomura, HSBC - London) and Sharath Toopran (https://twitter.com/SharathToopran) (former equity research analyst at Canaccord Genuity - Toronto). We run Transfin., a Business news platform.
More Information

Location:

India

Description:

We like to talk Business and Finance. Figured we should do it for a living. Presenting LongShorts - weekly podcast by Nikhil Arora (https://twitter.com/Nikhil26A) (ex-investment banker at Nomura, HSBC - London) and Sharath Toopran (https://twitter.com/SharathToopran) (former equity research analyst at Canaccord Genuity - Toronto). We run Transfin., a Business news platform.

Twitter:

@tfinmedia

Language:

English

Contact:

+918527933112


Episodes

15: RBI Shake-out, Silicon Wars, Brexit 2.0

12/13/2018
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What a week! News flow reached its zenith with drama unfolding through RBI, Elections, Mallya et al. But we focus on: * What's Next for India's Central Bank? * Is the Huawei Arrest Only About US Sanctions? * Is Referendum Number 2 the Answer to Brexit? Bonus: Don't forget to tune in next week for our Season Finale where we bring a Special Guest! Wow Factor: Yes we do "Season(s)"...how classy is that!?

Duration:00:26:51

14: Jio Saavn, GDP Redux, OPEC Plus

12/6/2018
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One week in and Spotify faces its first Contender. Macro themes otherwise dominate: * How JioSaavn Makes Music Streaming an Open Game * The GDP Back-series Conundrum, Q1 Numbers and More * Qatar Exiting OPEC & Does it Really Matter? Cherry on Top: How WhatsApp Payments Makes the Likes of Paytm etc. Nervous? _On a related note, do check out:_ _Spotify's entry into India (listen in from 0.55-5.23):...

Duration:00:30:30

13: High End, Let Go, Thin Ice

11/29/2018
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We use Spotify's entry into India to set the scene for a discussion on: 1\. How Airtel, Vodafone-Idea are Positioning Themselves Against Jio 2\. Why the Turmoil Around General Motors a Crisis for America 3\. What Would a No Deal Brexit Look Like

Duration:00:23:37

12: Move On, Game On, Way Out

11/22/2018
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With some notion of truce being achieved between India's Central Bank and the Government, we revisit: 1\. How did the RBI and the Government Move On? 2\. Why Did Amazon Find its Love for Sports, and Apple for Movies? 3\. Why is there So Much Noise Around Theresa May's Brexit Solution?

Duration:00:27:57

11: Spend, Charge, Surplus

11/15/2018
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While wondering about the Singles' Day, we talk of: 1\. Myth of the Great Indian Middle Class** 2\. The Policy Charging Up India's Electric Vehicles 3\. What Constitutes RBI's 'Surplus' and Why is it Important? **References: - RBI's Annual Report (pg. 202) https://bit.ly/2PMN3c4 - "India’s missing middle class", published in The Economist https://econ.st/2LFWNkQ

Duration:00:22:22

10: Power, Prices, Play

11/8/2018
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We first head West to discuss: 1\. The US Midterms and their Implications for Trump and the Markets 2\. Why are Central Bankers Obsessed with Inflation? 3\. How Video Games Evolve and Why We're Too Old for Them?

Duration:00:25:17

9: Wrath, Haze, Bespoke

11/1/2018
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Today we go full circle on: 1\. RBI vs. Government 2\. IL&FS's "Plan for a Plan" 3\. Why ByteDance Should be Watched Closely Plus a rather intense discussion about how regulators can spite innovation.

Duration:00:22:17

8: Pipes, Sandstorm, Ubernomics

10/25/2018
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While discussing how Tesla got the better of short sellers this time, we talk on: 1\. Reliance Jio buying pipes (duhh, its a metaphor) 2\. The lost aura of MbS 3\. Uber and its numbers

Duration:00:19:39

7: Media Kingpin, Data Lines, Black Gold

10/18/2018
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Today's conversation is Long-er than usual. Its a special day after all. Listen in while we discuss: 1\. Netflix's Q3 Domination 2\. RBI's goes Tough on Data 3\. Can Buyers move Crude Oil?

Duration:00:20:37

6: Google Minus, Bling Bond, Moral Hazard

10/11/2018
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Diversity Day (for topics, silly). A conversation on: 1\. The Google+ Data Breach 2\. Sovereign Gold Bonds 3\. White Knight for NBFCs

Duration:00:10:54

5: Intervention, Inversion, Moving On

10/4/2018
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Ok, we got carried away. A wee bit "technical" chat on: 1\. Urjit Patel's Dilemma 2\. The Inverting Yield Curve? 3\. New Crew at IL&FS

Duration:00:10:56

4: Unfriend, Non-essential, A Sitting Duck

9/27/2018
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Today we chat on: 1\. The Facebook-Instagram Heartburn 2\. How essential is government's list of 'Non-essential imports'? 3\. How is RBI deciding the fate of Indian Bank CEOs?

Duration:00:09:51

3: A Rumour, A Mess, A Plan

9/20/2018
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Today's discussion centers around: 1\. The Alleged Flipkart-Hotstar Deal 2\. What's Wrong with IL&FS? 3\. The Five Plus One Point Economic Review

Duration:00:11:42

2: Fuel Hike, Last Mile Finance, Video Rising

9/13/2018
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A "productive" discussion around: 1\. Rising Petrol Prices 2\. India Post Payments Bank 3\. Rise of Video on Social Media

Duration:00:10:58

1: A Fall, A Scam, A Deal

9/6/2018
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Join us as we chat on three of this week's key stories: 1\. Indian Rupee Woes 2\. Fortis and The Singh Brothers Fallout 3\. Coke's Coffee Play

Duration:00:08:38