Episode 16: Are office spaces still necessary for companies? With Arpit Gupta

In this latest installment, Arpit Gupta—Professor of Finance at NYU Stern—joins me to discuss inflation across nations, business models post-COVID, and some of his own research.
00:21 - Intro
00:54 - What goes into deciding your next topic of research?
01:50 - Supply shock vs. excess demand: does it make a difference when it comes to inflation?
03:09 - 📬Mailbag Question 📬 from @thischeena: Will other countries follow Japan's low economic growth model?
06:03 - Do companies benefit from returning to offices?
10:11 - 📬Mailbag Question 📬 from @kalpavrukshcap: What tools does the Federal Reserve have to address inequality?
Series of 📬Mailbag Questions 📬 from @PradyuPrasad:
12:29 - Does ESG investing affect factorless income?
16:14 - To what extent are private equity returns real if a few large investors are just trading things back and forth?
19:11 - In hindsight, how would you redo India's economic policy during COVID?
@VishnuTreasurer
@Arpitrage