This is by far the most detailed piece on Raghuram Rajan, RBI Governor, that I have read. I liked it. Read it and you will get a glimpse into his thinking. I have read his book Fault Lines earlier. I was impressed with his long-range thinking. His prelude to the financial crisis dates back many […]
Ray Dalio – How the Economic Machine Works
Today, I am sharing a great 30 minute video by Ray Dalio who heads Bridgewater. Bridgewater is a very large investment manager that has assets under management amounting to around $150 billion. This video talks about the economy, money, credit, business cycles, debt cycles, central banks and printing money. It is a lucid and crisp […]
RBI governor Subbarao – retirement lecture
In today’s article I am sharing, Reserve Bank of India governor, Subbarao’s lecture, which he made today (29 August 2013). He completes his term and will be replaced by Raghuram Rajan. I feel it is a must read if you care about your money and investments. It gives a good idea about what has happened […]
Chidamabardam should listen to Theodore Dalrymple speak on inflation
I came across this beautiful article on inflation. I thought it captures the problem of inflation so well. We are caught up in consumer price index (CPI) and wholesale price index (WPI) numbers. We don’t see the big picture. For example, everyone is making easy money in real estate. What? You have not bought a […]
Jim Chanos – Wine Country conference presentation on China
James Chanos heads Kynikos Associates. Kynikos means “cynic” in Greek. He became famous after the shorted Enron stock and made a killing as the problems in the company became public in 2001 and the stock price tanked. He has been bearish on China since a few years. He shared his thoughts on China and its […]