Let’s Talk Macro
Business & Economics Podcasts
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.
Location:
United States
Description:
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.
Language:
English
Website:
https://www.timbremedia.in/
Email:
girigowda@timbremedia.in
Episodes
14: Ep 014 - Euro Area and UK Monetary Policy - Time to Turn?
5/21/2024
Join us in this insightful episode as Sreejith Balasubramanian, Economist, Fixed Income Fund Management at Bandhan Mutual Fund, delves into the economic landscape of the Euro Area and the UK, discussing progress on disinflation, the current monetary policy outlook, and how these factors stand in contrast to the US Fed.
Duration:00:28:08
13: Ep 013 - US Economy Soft, Hard, or No Landing
4/14/2024
In this episode of Let’s Talk Macro, Sreejith Balasubramanian, Economist, Fixed Income Fund Management at Bandhan Mutual Fund analyses the surprising positive trends in the US economy, points out key areas to watch, and discusses how these developments influence the Fed's policy and market expectations on interest rates.
Duration:00:16:52
12: Ep 012 - Indian Economy: Optimism as Macros Align
2/29/2024
Join 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.
Duration:00:21:45
11: Ep 011 - Global Economy - Back to the Future
1/3/2024
Ring 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.
Duration:00:20:22
10: Ep 010 - US Fiscal policy - The Ascent
10/25/2023
In 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.
Duration:00:18:16
9: Ep 009 - India inflation - What lies ahead?
8/25/2023
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.
Duration:00:17:01
8: Ep 008 - What's up with the global economy?
7/10/2023
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.
Duration:00:19:52
7: Ep 007 - What does slower recovery in china mean?
6/2/2023
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.
Duration:00:16:07
6: Ep 006 - India's southwest monsoon season rainfall
5/3/2023
In 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.
Duration:00:14:23
5: Ep 005 - Monetary policy in the US & EA
3/29/2023
In 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.
Duration:00:14:07
4: Ep 004 - India FY24 Union Budget, Macro Takeaways
2/2/2023
Listen 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.
Duration:00:12:07
3: Ep 003 - How was US Monetary policy response to pandemic different ?
1/16/2023
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.
Duration:00:15:51
2: Ep 002 - What's the latest global economic narrative after noteworthy November ?
12/1/2022
In this episode of Let’s Talk Macro, we make inferences from some of the significant data and events in November across geographies (like central bank policy meetings, inflation and labour market situation, etc.). This insightful podcast endeavors to answer some of the pressing questions about the global economy today.
Please use the attached image in the video as the previous one has black patches around. Hence, we will strive to use the attached one for all podcasts.
Duration:00:10:11
1: 001 - Sreejith Balasubramanian - Economist with the Fixed Income Fund Management team at IDFC MF
11/9/2022
“A crucial aspect back then...was the strong consumer demand, particularly for durable goods, driven by multiple rounds of general fiscal stimulus in the US in the form of unemployment insurance and direct cash payments.
In 2022, energy prices spiked, and consumer spending rotated from durable goods to services. This meant headline and core inflation were no longer moving in together, unlike in 2021.”
Wonder what's exactly behind the high US inflation readings?
Listen to Sreejith Balasubramanian on “Let’s Talk Macro”, as he highlights how its drivers have changed, the alternative measures, expectations and risks.
Sreejith Balasubramanian is an Economist with the Fixed Income Fund Management team at IDFC MF since 2017. He has over twelve years of experience in domestic and global macroeconomic research.
Duration:00:08:57