Ep 7: The Deep State of Real Estate
07/29/20 • 83 min
Previous Episode
Ep 6: The Hype Around the Stock Market
Our economy goes down, down, down. Our stock market is hyped up, up, up. Amit Varma and Vivek Kaul make sense of this paradox in episode 6 of Econ Central. Also discussed: The economic principles behind good writing, the game theory behind rebellion in the Congress, and how both Amit and Vivek are enemies of Lutyens. Also check out:1. Steve Jobs and His Black Turtleneck -- Amit Varma (on decision fatigue). 2. This Passing Moment -- Amit Varma (on opportunity cost). 3. How to Escape From the Shallows -- Amit Varma. 4. That Will Be England Gone -- Michael Henderson. 5. If Gold Is a Bad Investment, so Are Stocks -- Vivek Kaul. 6. A Sustained Bull Market? -- Debashis Basu. 7. Radical Uncertainty -- Mervyn King & John Kay. 8. A Game Theory Problem: Who Will Bell The Congress Cat? -- Amit Varma. 9. Congress Crisis is Structural -- Pradeep Chibber & Rahul Verma. 10. Political Ideology in India -- Episode 131 of The Seen and the Unseen (w Rahul Verma), 11. Taking Stock of Our Republic -- Episode 157 of The Seen and the Unseen (w Ram Guha). 12. Mohua Moitra interview by Barkha Dutt. 13. Who Moved My Interest Rate? -- D Subbarao. 14. RBI Is Behaving Like a Football Goalkeeper -- Vivek Kaul. 15. Of Football Goalkeepers, RBI Governor Subbarao and the Art of Doing Nothing -- Vivek Kaul. 16. Green Shoots in the Desert Sand -- Episode 2 of Econ Central (w discussion on poverty and inequality at the end). 17. India’s Problem is Poverty, Not Inequality -- Amit Varma. 18. Books by Nassim Nicholas Taleb, Steven Pinker, Philip Tetlock, Nate Silver & Per ...
Next Episode
Ep 8: Out-Arnabing Arnab
There is a race to the bottom in Indian media. It is rational. Its reasons are structural. The state and society must share the blame. Amit Varma and Vivek Kaul explain why in episode 8 of Econ Central. Also discussed: public sector banks, our love for simple narratives and Raat Akeli Hai. Also check out: 1. Raat Akeli Hai -- Honey Trehan. 2. 'Does he look depressed?' -- The Times Now tweet. 3. Television Price Controls -- Episode 27 of The Seen and the Unseen (w Ashok Malik). 4. Why Are Indian News Channels so Disappointing? -- Ashok Malik. 5. The top paid newsletters on Substack. 6. 1000 True Fans -- Kevin Kelly. 7. 1,000 True Fans? Try 100 -- Li Jin. 8. The State of the Media — Episode 46 of The Seen and the Unseen (w Prem Panicker). 9. The State of the Media 2 — Episode 89 of The Seen and the Unseen (w Sidharth Bhatia & Peter Griffin). 10. What Happened to Our Journalism? -- Episode 178 of The Seen and the Unseen (w Nidhi Razdan). 11. Persuasion -- Yascha Mounk's newsletter. 12. Fighting Fake News -- Episode 133 of The Seen and the Unseen (w Pratik Sinha). 13. Non-Performing Assets -- Episode 32 of The Seen and the Unseen (w Vivek Kaul). 14. IL&FS and the Indian Financial System -- Episode 91 of The Seen and the Unseen (w Vivek Kaul and Ashutosh Datar). 15. Overdraft -- Urjit Patel. 16. Quest for Restoring Financial Stability in India -- Viral Acharya. 17. The govt and RBI face a trilemma regarding PSBs -- Vivek Kaul. 18. RBI’s forecast on NPAs has often missed the mark -- Vivek Kaul. 19. Indian banks are in for a ₹20-trillion hole -- Vivek Kaul. 20. Privatisation of banks is a great idea, and will remain so -- Vivek Kaul. 21. Urjit Patel Ko Gussa Kyon Aata Hai? -- Vivek Kaul. 22. Whose Money is it Anyway? -- Amit Varma (on Milton Friedman's four ways of spending money). 23. Indian Board President's XI vs England XI, Vadodara, 2006. 24.
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