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| Titre | Date | Durée | |
|---|---|---|---|
| Never Underestimate the Magic of Coalition | State of Politics in India | 07 Apr 2025 | 00:19:47 | |
BJP has to deal with the whims and fancies of Chandrababu Naidu and Nitish Kumar for the next five years. "Ohh, that's gonna slow economic reforms!", exclaimed many people. Some expressed through writings, comments and interviews while some crashed the stock market. Well, it seems they do not understand how the country - its politics, bureaucracy, politicians and economy - works.
This video is a reminder to everyone that we have seen better reforms and economic growth under coalition governments than a majority. So, no, reforms are not going anywhere. Yes, the pace might slow down a bit and that's the function of democracy, right? I would say, a healthy function.
Also, the increased role of coalition and opposition is necessary for the country like India, where institutions are less developed. I believe there will be slew of reforms under this government. I would add another layer to it. I believe that this government can (if it wants to) bring some of the toughest economic reforms like land and labour if it keeps its eyes, ears and arms open. Let us wait and watch.
#india #government #politics #institutions #coalition #nda #bjp #modi #amitshah #chandrababu #nitishkumar #tdp #jdu #congress #manmohansingh #vajpayee #devegowda
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⏱️ Time Stamps
00:30: History of reforms under coalition governments
01:37: Vajpayee's response highlights the essence of 'continuity with change'
03:30: Modi's biggest failures with reforms in the last 10 years
04:38: Coalition dharma & parliamentary debates will bring more reforms
07:40: How does India maintain checks and balances? Politics over institutions
11:10: Modi 3.0 will be more of the same
11:51: Targetted welfarism
12:24: Inflation management
13:47: Focus on capital expenditure
14:45: Fiscal discipline
17:20: Modi failed to bring many reforms despite the majority
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Sources:
Who’s afraid of coalition governments?, Deccan Herald - https://tinyurl.com/3bav4hks
Why India’s Political Reset Isn’t a Growth Killer, Bloomberg - https://tinyurl.com/nhfumrfv
Coalition rule could be good news for the Indian economy, Nikkei Asia - https://tinyurl.com/3b86sf3m
Ep 285: The Life and Times of Montek Singh Ahluwalia, The Seen & The Unseen Podcast - https://tinyurl.com/45etn6ef
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Support the channel - https://donate.stripe.com/3cs2aD26u4bB5UYeUUhttps://tinyurl.com/3bav4hks | |||
| More AC Coaches in Indian Railways | 07 Apr 2025 | 00:15:58 | |
Indian Railways are amping up AC coaches, but is it a sure-shot passenger pleaser? This video dives deep into the potential drawbacks of this move. We analyze the demand for AC coaches and highlight potential inequalities for non-AC travellers. Is this the right track for Indian Railways? Watch to find out!
#indianrailways #inequality #infrastructure #india #accoach #publictransport #passenger
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⏱️ Time Stamps
01:06: Passengers travelled in AC vs. Non-AC compartments
06:32: Railway's revenue from AC and Non-AC coaches
07:50: Impact on non-AC passengers
12:29: Winners and losers
13:13: Conclusion
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| White Paper Analysed: Myths vs. Reality | UPA vs NDA | 07 Apr 2025 | 00:29:22 | |
Is Nirmala Sitharaman's white paper painting a true picture of economic progress? Join us as we dive deep into the data and uncover the myths and realities behind the government's narrative.
Key questions we answer:
Are previous government's criticisms fair? See, there is no denying rampant corruption and macroeconomic mismanagement. But, was everything awful?
What exactly are the current government's solutions?
Does the data tell the full story?
Get ready for:
Data-driven insights: Charts, graphs, and compelling evidence to support our findings.
A balanced perspective: We'll challenge both sides of the story and encourage critical thinking.
I take the help of an Excel sheet in this video. If you want this Excel sheet, follow me on one of the social media platforms, preferably, LinkedIn, DM me by replying 'I need the Excel file' and then you will get the copy.
#modi #manmohansingh #congress #bjp #nirmalasitharaman #economics #india #indianeconomics #data #vajpayee #demonetisation
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⏱️ Time Stamps
01:23: White Paper Intentions
03:56: Highlights of White Paper - Validating and Busting Various Claims
10:21: Corruption Cases
11:35: Best of NDA
12:20: No Word on Demonetisation
16:45: Excel Show Begins - Intro
18:24: India GDP Growth (Data Analysis - Excel)
19:18: Inflation (Data Analysis - Excel)
20:00: Fiscal Deficit & Debt (Data Analysis - Excel)
21:52: FDI, Investments Stock Markets (Data Analysis - Excel)
23:38: Infrastructure (Data Analysis - Excel)
24:50: Other Data Points (Data Analysis - Excel)
26:32: Recommendations
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📚 Sources and Further References:
White Paper, Finance Ministry - https://dea.gov.in/sites/default/files/White%20Paper%20on%20the%20Indian%20Economy%20-%20February%202024.pdf
Growth in the Time of UPA, EPW - https://www.epw.in/journal/2014/16/insight/growth-time-upa.html
The Lost Decade, Puja Mehra (Book) - https://amzn.eu/d/f4NPmwW
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Blog - https://econgullyblog.wordpress.com/
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| Beginner's Guide to Interim Budget 2024 Analysis | Unbiased Budget Analysis | 06 Apr 2025 | 00:21:16 | |
Presenting my budget analysis in the most unbiased way.
#budget #interimbudget #budget2024 #nirmalasitharaman #modi #bjp #economics #policy #politics #fiscaldeficit
Links to different materials used in the video -
Budget 2024: Focussed But Deducting 2 Marks, Swapnil Karkare - https://econgullyblog.wordpress.com/2024/02/01/budget-2024-focussed-but-deducting-2-marks/
(Links to many databases and images in this blog)
MSME 2023 Review, MSME Talk Podcast - https://msmetalk.com/podcast/msme-segment-review-2023/
Diwalinomics, Swapnil Karkare - https://youtu.be/41pIC5h_hZw?feature=shared
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⏱️ Time Stamps
00:39: Highlight of the budget - Fiscal deficit
03:19: How the government will earn money in FY25? Government Receipts
06:44: How the government will spend in FY25? Government Expenditure
08:27: Capital Expenditure
11:10: Analysing Income and Expenditure together
12:35: Risk factors in India & Misses in this budget
18:44: Conclusion
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| Is Pushpa Free Market Lover? | EconBolly | Pushpa Loves Competition | 04 Apr 2025 | 00:10:08 | |
Pushpa wants to rule. But he wants the syndicate members around the Seshachalam Hills to become rich too.
So, what's a syndicate? Richer - what do you mean by that? And what are these hills? What the hell are you talking about? Are you feeling like that?
Well, first things first - spoiler alerts (lots!).
You probably have to watch the movie (or a few minutes which I mentioned on Prime Video) to understand the context - although I have explained it quite well at the beginning.
The movie revolves around the red sandalwood's illegal trade and how Pushpa moves up the ranks in the smuggling group. But the economist in me found out the hidden forms of competition and markets in it and how it technically fits the storyline as well. However, although the movie buff in me wants to know what happens in the second part, the economist is worried about a couple of technical concepts. What is this all about? You have to watch the entire video to understand why monopolies are bad and competition is good and how Pushpa is, therefore, the free market advocate.
This is the second such episode on movies. ICYMI, watch the similar video on Pathan here - • Economics Lessons from Pathaan | Mark...
#economics #pushpa #pushparaj #pushpamovie #pushpa2 #alluarjun #rashmikamandanna #fahadhfaasil #markets #freemarket #finance #economics101 #competition #monopoly #oligopoly #hindimovies #telugumovies #tamilmovies
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⏱️ Time Stamps
01:03: Red Sandalwood's Monopoly Market
02:57: The Middleman Monopoly
04:54: Syndicate - Oligopoly
05:31: A Monopsony in Chennai
06:50: Different Types of Markets Discussed - Revision
07:59: Cues from Pathan in the Pushpa sequel
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📚 Sources and Further References:
Market Structure, CFI - https://corporatefinanceinstitute.com...
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| Choosing The Right Finfluencer ft. Saumya Bader | Journey of Finance Content Creator | 04 Apr 2025 | 00:29:11 | |
This is the collab episode between Saumya Bader, a Chartered Accountant and the host of the Economic Charcha Podcast, and Me.
Saumya and I discussed how we started our content creation journey. We also talked a lot about the good, bad and ugly sides of finfluencer or finance influencer marketing. We believe professionals must separate the chaff from the wheat in this finance-creator economy - which is the need of the hour.
🗣️ Tell us if you liked it or not. And we would also want to know whether we should do this often. Waiting for your response! 💬💡
Don't forget to like this video, and subscribe to my channel!
And yes, this was not just one podcast. So, please do follow Saumya, especially, on her updates on the upcoming podcast on business case studies on -
LinkedIn - / saumya-bader
Instagram - / saumyabader
Economic Charcha Podcast - https://open.spotify.com/show/30LReM6...
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⏱️ Time Stamps:
02:17: How did Swapnil start his content creation journey?
03:58: How did Saumya start her content creation journey?
05:17: How and Why did Swapnil start making YouTube videos and IG reels?
06:52: We share how practice and consistency make things look great
11:17: Thoughts about Finfluencers - Good, Bad & Ugly
14:21: Our favs
15:59: What's a good finance podcast or content or finfluencer?
21:13: Responsibility of CAs and other experts to talk about or create good content
22:42: A Message to Finance Content Creators
27:42: Collaborate with us and let us grow together
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#finance #sharemarket #economics #indiaeconomy #finfluencer #contentcreator #reality #contentcreator #financepodcast #economicspodcast #podcast #podcasting #podcaster
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| Best Statistical Websites | Review | MOSPI Needs Revamp | Web Designing | 04 Apr 2025 | 00:24:45 | |
🌐 Exploring Statistical Websites: Which One's The Best -- It's not India's 📊
I dive into the world of statistical websites: comparing their efficiency in providing correct and user-friendly data.
I evaluated different official websites of 11 countries based on four crucial criteria -
🔍 1. Google Search Ranking:
How easily each website surfaces in a Google search. A higher ranking ensures that users can quickly access the information they need.
⏰ 2. Time to Get the Data:
We analyze and compare the speed at which each website provides the latest GDP data.
📂 3. Availability of Excel Files and Visualization:
A comprehensive statistical website should not only provide raw data but also offer downloadable files for further analysis. This apart, they should also give attractive visualisation options for making their websites user-friendly.
🖥️ 4. UI/UX of the Website:
In this segment, we critique the UI/UX design of each website, emphasizing the importance of a seamless experience.
🌍 Why User-Friendly Websites Matter for India:
With a focus on data transparency and accountability, I discuss how accessible platforms empower the general public to navigate information effortlessly.
Join me on this data-driven journey as we evaluate and discuss the strengths and weaknesses of different statistical websites.
Empower yourself with the knowledge needed to make sense of the complex world of economic indicators.
Don't forget to like, subscribe, and hit the notification bell to stay updated on our latest analyses! 💡📈
🗣️ Share your experiences of using these websites in the comments below! 💬💡
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⏱️ Time Stamps:
00:39: Why official statistical websites matter?
01:10: Challenges while accessing statistical websites
02:03: 4 parameters to review official statistical websites
03:15: Reviewing MOSPI, India's Statistical Website
09:16: Reviewing NBSC, China's Statistical Website
09:49: Reviewing FSSS, Russia's Statistical Website
11:03: Reviewing IBGE, Brazil's Statistical Website
12:48: Reviewing Stats SA, South Africa's Statistical Website
14:43: Reviewing INEGI, Mexico's Statistical Website
16:23: Reviewing ONS, UK's Statistical Website
17:09: Reviewing BEA, USA's Statistical Website
18:10: Reviewing De Statis, Germany's Statistical Website
18:58: Reviewing Pakistan Bureau of Statistics
19:39: Reviewing Department of Census & Statistics, Srilanka's Statistical Website
20:58: Thoughts about statistical websites, data transparency, user-friendly data and governance
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Thanks for tuning in, and I'll catch you next week for more fascinating insights! 🌟💼📈
#StatisticalWebsites #GDPData #DataTransparency #UserExperience #UI #UX #Webdesigning #India #MOSPI #BEA #statistics #economics #userfriendly #datavisualization #google #seo #China #Russia #UK #Germany #Mexico #Brazil #Pakistan #Srilanka #USA #SouthAfrica
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📚 Sources and Further References:
India [MOSPI] - https://www.mospi.gov.in/
USA [BEA] - https://www.bea.gov/
UK [ONS] - https://www.ons.gov.uk/
Germany [DE Statis] - https://www.destatis.de/EN/
China [NBSC] - https://www.stats.gov.cn/
Brazil [IBGE] - https://www.ibge.gov.br/
Russia [FSSS] - https://eng.rosstat.gov.ru/
South Africa [Stats SA] - https://www.statssa.gov.za/
Mexico [INEGI] - https://en.www.inegi.org.mx/
Pakistan [Pakistan Bureau of Statistics] - https://www.pbs.gov.pk/
Srilanka [Department of Census & Statistics] - http://www.statistics.gov.lk/
-----------------------------------------------------------------------------------
👉🏼 Follow Me on -
LinkedIn - / swapkar
Twitter - / swap_kar
Instagram - / swap_kar
Blog - https://econgullyblog.wordpress.com/
Support the channel - https://donate.stripe.com/3cs2aD26u4bB5UYeUU | |||
| Maharashtra Economy | Rich & Poor Districts of Maharashtra | Know Your State | 03 Apr 2025 | 00:17:08 | |
Which are the richest and the poorest districts in Maharashtra? How rich will Maharashtra be if we remove Mumbai's income? How is Maharashtra's economy performing? Have we recovered from Covid?
Let me walk you through Maharashtra's economic analysis with the latest data.
Seldom do we talk about the State's Economy in India. This is my first attempt to uncover the economic data of my birth state - Maharashtra.
This is a special episode as I have also created a video in the Marathi language. Recommend your friends and colleagues to watch it here - • Maharashtra Economy [In Marathi] | Ri...
In case you don't know, I host the econGully Marathi Podcast, the first podcast about economics and finance in the Marathi language. Link here - https://econgullyblog.wordpress.com/p...
👍 Don't Forget to LIKE, SHARE, and SUBSCRIBE for More Insights! 🔔✨
🗣️ Share Your Thoughts on which state or district-related information you would like to watch next in the Comments Below! 💬💡
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⏱️ Time Stamps
00:57: Maharashtra Economic Size
01:07: Maharashtra Economy If Mumbai Removed from it
01:39: Sector Wise Contribution to Maharashtra's Economy
03:28: Maharashtra Economy Post Covid
05:40: Data issues about States in India
06:50: Maharashtra Economic Growth in the last 10 years
08:49: Analysis of District Per Capita Income for Maharashtra
13:05: Analysis of District Wise Electricity Consumption in Maharashtra
15:14: District Wise Growth of Per Capita Income in Maharashtra
16:26: Questions to ask in the upcoming elections
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Thanks for tuning in, and I'll catch you next week for more fascinating insights! 🌟💼📈
#maharashtra #maharashtranews #devendrafadnavis #eknathshinde #uddhavthackeray #ajitpawar #sharadpawar #maharashtrapolitics #maharashtraeconomy #mumbai #pune #thane #raigad #navimumbai #nagpur #hingoli #washim #solapur #osmanabad #districtsinfo #knowledge #aurangabad #sambhajinagar #covid19 #economy
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📚 Sources and Further References:
State GDP Data (pdf) - http://tinyurl.com/mrxsvedz
District GDP Data (pdf) - http://tinyurl.com/4uzss3s5
Economic Survey of Maharashtra FY23 (pdf) - http://tinyurl.com/yk6juduj
Infrastructure Statistics of Maharashtra FY21 (pdf) - http://tinyurl.com/ksxw2dm8
Maps created from Datawrapper
All images are from sources like Pixabay and contain content licenses.
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| Brexit & UK Economy: The Past & Present | Brexit Chronicles | 03 Apr 2025 | 00:17:33 | |
The SRK-starrer movie, Dunki is about migration. It has become a central point in the United Kingdom currently.
Reason?
Because the UK has opened up its labour market to foreigners.
But why did it open up if Brexit's main agenda was to cut it down?
Yes, you are right. But the economy is going through many problems and the labour shortage is one of them.
Ok. So what sort of problems? And Why?
All these questions are answered in this video. This is an economic, social and political roller coaster ride. So, brace yourself and join me in unravelling the journey of the UK.
By the way, the romance of UK and EU is pretty much like Bollywood movie DDLJ.
🎬 ICYMI here's the link to my YT short on 'Why did British or European powers come to India in the first place before colonising it?' 🌶️
• #History #British #India #spices #eur...
👍 Don't Forget to LIKE, SHARE, and SUBSCRIBE for More Insights! 🔔✨
🗣️ Share Your Thoughts on Diwalinomics in the Comments Below! 💬💡
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⏱️ Time Stamps
0:46: Why did the UK join the EU?
1:18: Marshall Plan and Team Work within Europe
1:51: Difference between Customs Union and Free Trade Area
3:09: UK's romance and resemblance with another SRK-starrer movie Dilwale Dulhaniya Le Jayenge (DDLJ)
4:30: Events before UK's membership in EU
7:18: Did the UK benefit from EU membership?
8:28: Immigration issues
9:35: UK politics and Euroscepticism
10:37: Referendum Results
12:21: Impact of Brexit on UK economy
14:41: Social and political issues post-Brexit
16:20: Some good aspects after Brexit
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Thanks for tuning in, and I'll catch you next week for more fascinating insights! 🌟💼📈 #brexit #UK #ukeconomy #europe #immigration #ukimmigration #british #dunki
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📚 Sources and Further References:
UK Economy Data, UK Govt. - https://www.ons.gov.uk/economy
Brexit: What economic impacts does the literature anticipate?, Catherine Mathieu - http://tinyurl.com/yu8v6f9s
The economic Impact of EU membership on the UK, Aston University - http://tinyurl.com/3aj4vrmp
EU Membership and FDI, UK Govt. - http://tinyurl.com/mr42spxa
North & South by Henry Overman and Alan Winters, CentrePiece Winter 2004 -http://tinyurl.com/a965dzab
The Growth Effects of EU Membership for the UK: Review of the evidence, NICHOLAS CRAFTS, SMF - http://tinyurl.com/yx57nwsj
THE COST OF BREXIT TO JUNE 2022, Centre for European Reform - http://tinyurl.com/4k5y4xcz
The impact of Brexit, in charts, The Economist - http://tinyurl.com/2573js5t
What's Really Driving the Labour Shortage in the UK?, Personio - http://tinyurl.com/2z947akm
Skilled Worker visa: shortage occupations, UK Govt. - http://tinyurl.com/4m9n8dcb
How much do countries benefit from membership in the European Union?, CEPR - http://tinyurl.com/mvwhfey9
EU membership has many benefits, but economic growth is not one of them – new findings, Conversation - http://tinyurl.com/48m32xhf
Over 440 finance firms move jobs out of UK and £900bn flees to EU, Yahoo Finance - http://tinyurl.com/yu4fx8jt
UK trade agreements in effect, UK Govt. - http://tinyurl.com/y8zha6yp
UK employment hits record high but the economy is still short 1 million workers, CNN Business - http://tinyurl.com/2s3jwdsy
Results of 2016 UK Referendum, Wikipedia - http://tinyurl.com/55d6b4en
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| Diwali Economics Explained | 3QFY24 India Economy | Analysis & Insights | 03 Apr 2025 | 00:14:16 | |
🌈 Join me in this exciting episode as we unravel the economic mysteries behind Diwali - the festival that lights up our lives and economies! 🪔💰
From vehicles to digital transactions, and from stock markets to online shopping - find out how Indians celebrated this festival. Will this boost the economy? If yes, by how much?
Sit back, grab a cup of coffee, and immerse yourself in the fascinating world of Diwalinomics.
In this video, I have analysed the current situation only. I have said something about GDP growth as well. But it should be taken only to gauge direction, rather than accuracy of the same.
🎬 Missed My Multi-Asset Mutual Funds Video? Check It Out Now! 📊💹
• How to Diversify Your Portfolio? | Be...
👍 Don't Forget to LIKE, SHARE, and SUBSCRIBE for More Insights! 🔔✨
🗣️ Share Your Thoughts on Diwalinomics in the Comments Below! 💬💡
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⏱️ Time Stamps
0:28: Sweets and Weight gains
1:06: Plug: Best Multi-Asset Mutual Funds - • How to Diversify Your Portfolio? | Be...
1:44: Vehicles
2:24: Toll
3:10: UPI
3:56: Credit Cards
4:14: Debit Cards
4:33: Electricity
6:19: Stock Markets
6:45: Currency in Circulation
7:27: Retail Trade
8:02: Online Shopping
9:32: Overall Consumer Demand
11:30: Excess Inventory
12:40: Shrinkflation
13:10: Summary of all problems and conclusion
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Thanks for tuning in, and I'll catch you next week for more fascinating insights! 🌟💼📈 #Diwalinomics #EconomicTrends #FestivalofLights #EconomicAnalysis #Finance101 #economics #indiaeconomy #diwali 🚀💡
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📚 Sources and Further References:
FMCG Distributors Stuck With Excess Stock On Muted Diwali Demand, NDTV Profit - http://tinyurl.com/3uakuz23
How this year’s festive season sales fared: “decent; not great, but decent”, The Mint- http://tinyurl.com/muk3x3w3
Diwali 2023 season: Sales at retail & online stores clock all-time high, 65% of online sales outside Tier-1 cities, CNBC TV18 - http://tinyurl.com/bk5vexch
E-commerce order volumes up 37% this festival season: Unicommerce, BS - http://tinyurl.com/345wyt5v
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| How to Diversify Your Portfolio? | Best Multi-Asset Mutual Funds in India | 03 Apr 2025 | 00:23:10 | |
Markets are at an all-time high. The global economy is at a bit uncertain stage. What to do in such a situation? The answer is diversification. Grab equity, debt, commodities and other assets, as much as possible.
But what is the best way to diversify? I think Multi Asset Mutual Funds are one of the best ways to build a diverse portfolio.
In this episode, I compare all the multi-asset mutual funds in India - their portfolios and various ratios. Following is the link to the Excel sheet where you will find all the data needed - https://1drv.ms/x/s!AomTIYVfAKcIlpIRK...
🔔 *Don't forget to subscribe and hit the notification bell for more thought-provoking content!*
#diversification #portfoliomanagement #portfolio #multiassetmutualfunds #mutualfunds #finance #investing #equity #debt #gold #commodities
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⏱️ Time Stamps
00:37: Disclaimer
01:05: What is Diversification?
01:34: 100-Age Rule
02:17: Diversification within each category
04:04: Multi-Asset Mutual Funds
04:14: Why should we invest in these funds now?
04:51: Screening multi-asset mutual funds
05:55: Diversification %
07:31: Excel Sheet
21:27: Top 5 Multi-Asset Mutual Funds
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📚 Sources and Further References:
What Is Diversification?, Investopedia - https://tinyurl.com/475j6pkz
Turnover ratios and fund quality, Investopedia - https://tinyurl.com/4c2k6a5w
What is the Sharpe Ratio?, IndMoney - https://tinyurl.com/yc68azbs
Expense Ratio, Groww - https://groww.in/p/expense-ratio
Should one consider P/B and P/E ratios while selecting a mutual fund?, Value Research - https://tinyurl.com/3rns3hcu
What is Yield to Maturity?, ET Money - https://tinyurl.com/2r5yv2rt
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| 70 Hours Work Busted | Evolution of Work | All Work & No Play | 03 Apr 2025 | 00:21:44 | |
There was a time when we worked for more than 70 hours. Now, we shouldn't. But is Narayana Murthy wrong in proposing a 70-hour work week? Should we work for 70 hours a week? What does history tell us about working hours? What can we learn from history?
Indians are one of the most hard-working populations in the world. But get one of the lowest pays in the world. How should we solve this problem? What can India learn from other countries?
I discuss it in this video.
Blog link of this episode: https://wp.me/p8aKIW-YI
🤔 *Join the Conversation*
Share your thoughts in the comments below! What's your perspective on the 70-hour workweek proposal? What do you think our new work pattern should be like?
🔔 *Don't forget to subscribe and hit the notification bell for more thought-provoking content!*
#WorkWeek #HistoryOfWork #FutureOfWork #DataAnalysis #CareerInsights #narayanamurthy
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⏱️ Time Stamps
1:00: Break up of 70 hours
1:29: Should everyone work for 70 hours?
3:24: Work life of early humans
4:38: Work after industrial revolution
6:19: Journey from 16 hours to 8 hours - World
11:52: Journey from 16 hours to 8 hours - India
13:52: Hours worked vs. Salaries
19:32: Future of Work
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📚 Sources and Further References:
Lessons from the foragers, Aeon - https://tinyurl.com/y5aujhvh
Why do we work 9 to 5? The history of the eight-hour workday, CNN Business - https://tinyurl.com/ybhh8yw8
Eight-hour day, Wikipedia - https://tinyurl.com/5ab8t3t7
Statistics on working time, ILO - https://tinyurl.com/45cbw7bk
Hours Worked vs. Salaries in OECD Countries, Visual Capitalist - https://tinyurl.com/whrt5r27
Work Hours and Office Timing in India, IndiaLawOffices - https://tinyurl.com/ywvuc9eh
The History of Work in India, Lazy Eight Blog - https://tinyurl.com/58f4vtea
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| Narratives, Fake News & Side Effects - Drishyam's Insights | EconBolly | 07 Apr 2025 | 00:10:01 | |
What can we learn from Vijay Salgaonkar's life? Today, in EconBolly segment, we are analysing the movie 'Drishyam' (Hindi version).
Movies are made for entertainment or information. But not to educate on hiding murders. Right? 🔪 🎬
We will learn about an economics concept called 'externalities' from this movie. 🧑🏼🏫
We will also learn about a psychological concept called the 'illusory truth effect' and understand how that plays out in the movie. That's where narrative management lessons come from. 👀
#drishyam #economics #externalities #narratives #criminalpsychology #ajaydevgan #tabu
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⏱️ Time Stamps
00:57: Background - Ajay Devgan's character
02:06: Getting Away with the Murder
02:43: Externalities - Lesson 1
05:14: What happened on 2nd and 3rd October?
06:42: Recall or Illusory Truth Effect - Lesson 2
08:53: Illusory Truth Effect & Finance
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| Economics Lessons from Pathaan | Market Failure | econBolly | 03 Apr 2025 | 00:11:36 | |
Will you love learning economics from the Badshah of Bollywood? If yes, then I have this video for you. FYI, Shahrukh is an economics graduate.
There are undoubtedly, many marketing and business lessons that one can learn from movie production. But within movies, there are some circumstances and events that can teach us something or the other. In Pathaan, I found treasures of moral hazard and information asymmetry.
What did you find? In which other movies have you seen these two economic concepts? Mention them in the comments below.
Blog link of this episode: https://econgullyblog.wordpress.com/2...
#srk #yashrajfilms #pathaan #spy #tiger3 #war2 #shahrukh #economics #econ101
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⏱️ Time Stamps
00:54: First lesson - Moral Hazard
01:59: Car insurance example
03:36: Bank & Deposit Insurance example
06:06: Second lesson - Information Asymmetry
08:03: Job interview example
10:04: Role of spies
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📚 Sources and Further References:
Moral Hazard: Meaning, Examples, and How to Manage, Investopedia - https://tinyurl.com/p43cs8hu
Asymmetric Information in Economics Explained, Investopedia - https://tinyurl.com/3f5sy9fa
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| Decoding RBI's Recent Move | Open Market Operations | Theory Meets Reality | 03 Apr 2025 | 00:20:07 | |
RBI Governor Shaktikanta Das said, "We may have to consider OMO sales."
Why Open Market Operations (OMO) sales are considered tactical at this point? What is OMO? What impact do OMOs have on the economy? How does the money supply change due to OMOs? Why do OMOs impact bond yields and exchange rates?
💸 Find answers to these questions in this video.
Read the transcript and access the Zoom Whiteboard displayed in this video on my blog. Link - https://wp.me/p8aKIW-XW
#RBI #economics #banking #money #liquidity #bondyields #yieldspreads #currency #exchangerate
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⏱️ Time Stamps
00:58: What is OMO? Explained using non-technical example
03:44: OMO detailed explanation through whiteboard
10:59: Introduction to Yield Spreads - Whiteboard
14:45: Connecting theory to reality
18:03: Changes in yield spreads and USD/INR
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📚 Sources and Further References:
Many Faces of OMOs, Tamal Bandyopadhyay - https://tinyurl.com/5n6hn3cn
How RBI's Potential OMO Bond Sale Is A Plan To Hit Three Birds With One Stone, Outlook Business - https://tinyurl.com/nhk67p8r
Open market operation, Wikipedia - https://en.wikipedia.org/wiki/Open_market_operation
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| Truth of Health Insurance to Senior Citizens | Regulation Update | 07 Apr 2025 | 00:08:32 | |
'Now senior citizens can get health insurance policy', that's what everyone said. But that is not the truth. Senior citizens were allowed to buy health insurance policies even before the new regulation. Then, what is this new regulation? I clarify it in this video.
#IRDAI #insurance #healthinsurance #seniorcitizens #health #policyupdate
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⏱️ Time Stamps
00:50: Entry and Exit Age Clause removed in new regulation
01:22: Clarifying senior citizen clause
02:12: Meaning of new regulation
02:42: Effect of removal of age-clause
04:22: Health insurance is costlier for senior citizens
06:30: Relation to the new trends and macro-level realities
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Sources and Further References:
Old regulation (PDF) - https://tinyurl.com/3k9pdsen
New regulation (PDF) - https://tinyurl.com/t7435tvm
Money Control Article - https://tinyurl.com/39hyx7sc
Financial Express Article - https://tinyurl.com/amw48ys8
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| India Semiconductor Mission | Chips Policies Explained | 07 Apr 2025 | 00:19:16 | |
This is the third part of the semiconductor series. In the first part, I have analysed the global semiconductor industry. In the second part, I have analysed the US Chips Act.
In this part, I have analysed Indian policies on attracting semiconductor manufacturing. This is a detailed policy explanation. Criticism and other angles about this policy are not part of this episode.
JOIN us in unravelling this dynamic industry.
Correction: At 11:38, I have mentioned $200 mn+. It has to be $2 billion. But the conclusion remains the same as total cost of making a chip plant ranges between $3bn to $40 bn.
#India #semiconductor #chipsmaking #indaisemiconductormission #indiatechade #policy #policyanalysis #PLIscheme
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⏱️ Time Stamps
01:12: India Policy Introduction
02:02: Companies Under the Scheme
03:51: Details of Four Schemes
08:07: Scheme for Semiconductor Fabs
08:35: What are Semiconductor Wafers?
09:52: Understanding Demand from Cars
13:19: Scheme for Semiconductor Products and ATMP and OSAT
15:07: Design Linked Incentive Scheme
16:42: Takeaways
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| CHIPS Act FLOP? Did it Fail American Tech? | 07 Apr 2025 | 00:14:03 | |
The CHIPS Act promised to reignite US chip production, but is it all smoke and mirrors? We dive deep into the act's progress (or lack thereof) and explore if it's doomed from the start. Will American tech ever reclaim chip dominance?
Join us as we explore the objectives of the CHIPS Act, its implementation progress, and the impact it has had on the semiconductor landscape.
#CHIPSAct #ustech #semiconductors #manufacturing #futureoftech #USA #useconomy #biden #bidenomics #technology #chipsdesign
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⏱️ Time Stamps
01:18: CHIPS Act Budget - Is it sufficient?
03:07: New Semiconductor Projects in the USA
03:46: Problems with CHIPS Act
03:48: Environmental clearances
04:06: Producing chips in US vs. Asia
04:24: Shortage of workers
05:04: TSMC's experience in USA vs. Japan vs. Germany
07:12: US vs. Taiwan - Human Resources
08:27: Boycotting China and Russia
08:51: Boost to STEM education
09:27: Diversity, Equity and Inclusion
10:52: Concluding Remarks
12:09: Should the US focus on what it is good at?
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| Beginner's Guide to Understanding Global Semiconductor Industry | Industry Analysis | 07 Apr 2025 | 00:07:36 | |
What is a semiconductor? Where is it manufactured? What are the different types of chips? Which country is expert in producing what type of chip? If you want to know the answers to these questions, then, this episode is for you.
Highly recommended for everyone who wants to understand the industry. Consider it as Semiconductor 101.
#semiconductor #chips #computer #industryanalysis #industry #supplychain #USA #China #Taiwan #fabrication #fabless #foundry
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⏱️ Time Stamps
00:57: Global Semiconductor Revenue
01:42: Fabs vs. Fabless vs. Foundries vs. IDMs
03:36: Top Semiconductor Companies
04:12: Types of Semiconductor Chips
05:26: Automotive Chips - Rise in Demand
05:57: End-Use of Semiconductors
06:18: Process of Semiconductor Manufacturing & Countries That Expertise in Different Processes
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| Bengaluru's Water Crisis Explained | Solutions for Bengaluru's Water Shortage | 07 Apr 2025 | 00:25:23 | |
Why is Bengaluru facing a water crisis? What can be done? What is the government doing? Can we solve this issue permanently?
Join me in analysing and discussing different angles on Bengaluru's water crisis situation.
#bengaluru #watercrisis #bbmp #bangalore #Bengaluruwater #karnataka #bengaluruwatercrisis #watershortage
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⏱️ Time Stamps
00:51: Bengaluru Water Crisis Explained
03:34: Early Warning Signals of Water Shortage in Bengaluru
04:27: Critical Analysis of Government's Response to Water Shortage
12:25: Water Inequality in Bengaluru
13:27: Individual Water Meters Needed
16:08: Case for Increase in Water Bills
19:00: How Did Sao Paolo Came Out of Water Crisis?
20:57: Cauvery River Water Sharing Issue
21:24: IT Sector & Governments Should Come Together
22:50: What if the IT Sector Moves Out of Bengaluru! Water Scarcity and Migration
23:59: Water Security - New National Mission
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| How Do Indians Spend? Ft. Sushant Hede | Household Consumption Expenditure Survey 2022-23 Analysis | 07 Apr 2025 | 00:46:53 | |
The Indian government released a factsheet on the Household Consumption Expenditure Survey conducted in 2022-23.
I analysed it with Sushant Hede, a former Economist at Care Ratings and a Chartered Accountant.
We discussed the good as well as bad aspects of it. We also brainstormed what lessons one can draw from this year's household consumption expenditure survey for policy-making and business strategies.
Join us in the most in-depth and detailed video on consumption expenditure survey 2022-23.
👉🏼 Follow Sushant on -
LinkedIn - https://www.linkedin.com/in/sushant-hede-4676a613b/
#consumptionexpndituresurvey #mospi #economics #indiaeconomy #india #publicpolicy #politics #poverty #inequality #food #cereals #census #data #education #expenses #expenditure #income #savings #consumption #production #business #indianeconomics #indiangovernment #villages #cities #indiancities #ruraleconomy #rural #urbanlife #rurallife
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⏱️ Time Stamps
01:10: What is the Household Consumption Expenditure Survey? Why is it important?
03:25: Has the standard of living improved? What does rural vs. urban expenditure data look like?
10:15: Poverty has reduced. But by how much?
12:56: Income, Consumption and Savings don't add up. What's happening?
15:00: How much do Indians spend on food? Within food, where are we spending more? Are we eating healthy food?
18:18: In which non-food item are we spending more? Why is education expenditure share falling?
22:10: Does a fall in the share of food expenditure impact retail inflation?
25:54: How does this survey help the government? Did the Modi government fail to give subsidy money to poor people in the villages? How can the government spend its money smartly?
29:39: Is the fight for MSP worthless? Are farmers protesting for the wrong reasons? How to reform agriculture?
36:52: Inequality is decreasing
38:24: Sushant's Research - Do states with low rural populations have lower divergence?
41:34: Sushant's Research - The rural economy needs to be analysed through a different lens.
43:50: Conclusion
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| Explained: Why Farmers Are Protesting Everywhere? | EU Farmer Protest | India Farmer Protest | 07 Apr 2025 | 00:14:38 | |
Farmers around the world are protesting. Why are they protesting? Does it signal something? What are farmers' demands? Are farmers really struggling? What political and economic implications will it have? In this episode, I talk about protests in Europe and India.
#economics #farmers #farmersprotest #agriculture #europe #eu #india #msp #farmlaws #modi #rightwing #leftwing #peasant #inflation #prices
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⏱️ Time Stamps
00:33: Protests in Europe
00:55: EU Laws
04:39: Cheaper Imports
06:47: Lower Sales Price
08:10: Subsidy reversal
09:04: Climate Change & War
09:54: Politics in Europe
10:27: Protests in India
12:49: Comparing Protests in India and Europe
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📚 Sources and Further References:
Europe:
Politico - https://www.politico.eu/article/farmer-protest-europe-map-france-siege-paris-germany-poland/
Piketty - https://www.lemonde.fr/blog/piketty/2024/02/13/pesants-the-most-unequal-of-professions/
Diem25 - https://diem25.org/demands-for-respect-for-farmers-across-europe-they-must-be-able-to-live-off-their-work/
Clean Energy - https://www.cleanenergywire.org/news/cuts-german-farmers-diesel-fuel-subsidies-largely-justified-economists
CAP, EU - https://agriculture.ec.europa.eu/common-agricultural-policy/cap-overview/cap-2023-27_en
India:
HT - https://www.hindustantimes.com/india-news/bharat-bandh-today-why-are-farmers-protesting-demands-nationwide-protest-whats-open-whats-closed-16-february-2024-101708058229152.html
econGully (my blog) - https://econgullyblog.wordpress.com/2021/03/29/understanding-farm-reforms-farming-in-india/
Seen & the Unseen Podcast - https://seenunseen.in/ (episodes 1, 86, 140 and 211)
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