Top Traders Unplugged22 Mars 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 Portfolio” here.

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

----

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

Disclaimer

Det här avsnittet är hämtat från ett öppet RSS-flöde och publiceras inte av Podme. Det kan innehålla reklam.

Avsnitt(930)

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 Maj 1h 4min

SI399: AI, Inflation and the Portfolio That Refuses to Sit Still ft. Alan Dunne

Today, Niels and Alan examine a market shaped by two forces pulling in opposite directions: AI’s promise of higher productivity and the inflationary pressure of geopolitical stress. From distorted eco...

9 Maj 1h 11min

OI22: Inside the Next Generation Market Wizards ft. Jack Schwager & George Coyle

What does it take to become a true Market Wizard, and why do so many of them fail before they find their edge? In this special episode, Moritz Seibert sits down with Jack Schwager and George Coyle to ...

7 Maj 45min

GM99: Gold, Trust, and the Return of Real Assets ft. Philip Diehl

Today, we are joined by Philip Diehl, former Director of the United States Mint and President of U.S. Money Reserve, for a timely conversation about gold’s renewed role in a world shaped by inflation,...

6 Maj 1h 5min

SI398: Navigating a VUCA World ft. Mark Rzepczynski

Today, we explore what it means to invest in a world defined by volatility, uncertainty, complexity, and ambiguity (VUCA). We discuss why geopolitical shocks... especially supply-driven ones... are cr...

2 Maj 1h 7min

IL48: The Misunderstood Economics of Africa ft. Joe Studwell

In this episode Kevin Coldiron is joined by bestselling author Joe Studwell who speaks about his new book How Africa Works: Success and Failure on the World’s Last Development Frontier. We discuss why...

29 Apr 1h

SI397: The Market Isn’t Free Anymore, It’s Being Managed ft. Cem Karsan

Today Cem Karsan and Niels Kaastrup-Larsen examine a market environment where politics, geopolitics and liquidity are becoming harder to separate. Cem argues that recent market strength is not just a ...

25 Apr 1h 11min

UGO11: Fiscal Dominance, Dollar Power, and the Politics Driving Markets ft. Lyn Alden

Today, Cem Karsan sits down with Lyn Alden for a wide-ranging conversation on the forces quietly shaping markets beneath the surface. From the persistence of fiscal dominance to the role of populism, ...

22 Apr 1h 11min