IL14: Is India Broken? - The Dangerous Equilibrium of Indian Society ft. Ashoka Mody
Top Traders Unplugged22 Maalis 2023

IL14: Is India Broken? - The Dangerous Equilibrium of Indian Society ft. Ashoka Mody

This is an episode for those who want to hear an alternative view of the world's largest country. McKinsey has said we are living in the “Indian Century”. Morgan Stanley believes 20 percent of global growth in the next decade will come from India. Our guest today, Princeton economist Ashoka Mody, has a different view, which he details in his new book: “India Is Broken”. He argues that there are two Indias, a successful, highly skilled and educated elite and a billion-plus population that remains very poor. Mody believes that this dangerous equilibrium is maintained by a close link between the government, big business and, in some cases, organized crime. This association produces projects that attract capital and headlines but leaves an employment deficit of over 100 million jobs.

-----

50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE

-----


Follow Niels on Twitter, LinkedIn, YouTube or via the TTU website.

IT’s TRUE ? – most CIO’s read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written here.

And you can get a free copy of my latest book “Ten Reasons to Add Trend Following to Your Portfoliohere.

Learn more about the Trend Barometer here.

Send your questions to info@toptradersunplugged.com

And please share this episode with a like-minded friend and leave an honest Rating & Review on iTunes or Spotify so more people can discover the podcast.

Follow Kevin on SubStack & read his Book.

Follow Ashoka on Twitter & read his book.

Episode TimeStamps:

04:14 - Introduction to Ashoka Mody

10:19 - The development path of East Asia

14:41 - The path that India did not take

19:32 - The path they did take

23:37 - Different versions of India

30:37 - What is Hindutva?

34:09 - The Guljurat model of development

39:34 - A corrupted government

46:17 - Finding the accurate data

51:45 - Press freedom in India

54:37 - India - the new China?

56:53 - Building a better India

01:02:23 - Key takeaways from Niels

Copyright © 2025 – CMC AG – All Rights Reserved

----

PLUS: Whenever you're ready... here are 3 ways I can help you in your investment Journey:

1. eBooks that cover key topics that you need to know about

In my eBooks, I put together some key discoveries and things I have learnt during the more than 3 decades I have worked in the Trend Following industry, which I hope you will find useful. Click Here

2. Daily Trend Barometer and Market Score

One of the things I’m really proud of, is the fact that I have managed to published the Trend Barometer and Market Score each day for more than a decade...as these tools are really good at describing the environment for trend following managers as well as giving insights into the general positioning of a trend following strategy! Click Here

3. Other Resources that can help you

And if you are hungry for more useful resources from the trend following world...check out some precious resources that I have found over the years to be really valuable. Click Here

Privacy Policy

Disclaimer

Tämä jakso on lisätty Podme-palveluun avoimen RSS-syötteen kautta eikä se ole Podmen omaa tuotantoa. Siksi jakso saattaa sisältää mainontaa.

Jaksot(937)

SI403: Trend Following in an Era of Geopolitical Risk ft. Marat Molyboga & Katy Kaminski

SI403: Trend Following in an Era of Geopolitical Risk ft. Marat Molyboga & Katy Kaminski

Geopolitical tensions, inflation shocks, and shifting market regimes are reshaping the investment landscape. Marat Molyboga and Katy Kaminski joins us to explore why managed futures have historically ...

6 Kesä 1h 24min

ALO35: Why Macro Investing Is Becoming More Systematic ft. George Patterson

ALO35: Why Macro Investing Is Becoming More Systematic ft. George Patterson

How do quantitative investors adapt when markets, technology and macro regimes are constantly changing? In this conversation, Alan Dunne sits down with George Patterson, CIO of PGIM Quant Solutions, t...

3 Kesä 1h 1min

SI402: Why Markets Can’t Stop Trending ft. Richard Brennan

SI402: Why Markets Can’t Stop Trending ft. Richard Brennan

What happens when markets stop behaving like machines and start behaving like living systems? In this episode, Richard Brennan joins Niels to explore passive investing, complex adaptive systems, volat...

30 Touko 1h 30min

IL49: The Space Economy Is No Longer Science Fiction ft. Rainer Zitelmann

IL49: The Space Economy Is No Longer Science Fiction ft. Rainer Zitelmann

On this episode we are joined by Dr. Rainer Zitelmann, to discuss his book New Space Capitalism: The Entrepreneurial Path to the Stars. We discuss why government-funded space programs were initially s...

27 Touko 1h 1min

SI401: Why Trend Following Wins in Chaos ft. Nick Baltas

SI401: Why Trend Following Wins in Chaos ft. Nick Baltas

The world of systematic investing is evolving fast, and in this episode Nick Baltas joins Moritz Seibert to explore the explosive growth of QIS strategies, the current state of trend following in 2026...

23 Touko 1h 1min

GM101: When Passive Breaks the Market ft. Hari Krishnan & Cem Karsan

GM101: When Passive Breaks the Market ft. Hari Krishnan & Cem Karsan

Hari Krishnan joins Niels and Cem for a deep exploration of what happens when markets become dominated by flows rather than fundamentals. Drawing on his new paper with Mike Green and Stefan Sturm, Har...

20 Touko 1h 13min

SI400: When Crisis Alpha Hides in Plain Sight ft. Yoav Git & Rob Croce

SI400: When Crisis Alpha Hides in Plain Sight ft. Yoav Git & Rob Croce

This week, we are joined by Yoav Git and Rob Croce from Fidelity Investments for a deep dive into trend following, portfolio construction and execution in modern markets. The conversation explores why...

16 Touko 1h 7min

GM100: Central Banks in the Dark: Inflation, AI, and the Limits of Control ft. David Beckworth

GM100: Central Banks in the Dark: Inflation, AI, and the Limits of Control ft. David Beckworth

Today, we are joined by David Beckworth, Senior Research Fellow at the Mercatus Center and host of Macro Musings, for a deep dive into the biggest macro questions shaping markets right now. David expl...

13 Touko 1h 4min

Suosittua kategoriassa Liike-elämä ja talous

sijotuskasti
rss-rahapodi
psykopodiaa-podcast
rss-oivalluksia-rahasta-elamasta
mimmit-sijoittaa
hyva-paha-johtaminen
asuntoasiaa-paivakirjat
rss-lahtijat
pomojen-suusta
rss-viisas-raha-podi
ostan-asuntoja-podcast
rahapuhetta
rss-rahamania
rss-startup-ministerio
rss-sisalto-kuntoon
rss-retoriikan-kesakoulu
sijoituspodi
lakicast
rss-inderes-femme
rss-set-for-life-sijoita-ja-vaurastu