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Transfin. Podcast E46: Macro Headwinds, RIL's Craft, Big-Bang Mergers

Professor of Financial Economics and Part-time Value Investor, Transfin.
Aug 19, 2019 3:30 AM 1 min read


Taking a brief break after a long series of interviews with guests from a myriad of professions, this week we revisit the old days as just the two of us sit down to have a frank discussion about recent developments. On our minds: the ambitious goals of RIL (aka our favourite startup unicorn), the pullback in consumption...from Auto to FMCG, yet another Media merger, and the quite discernible rate cuts made by the RBI and the Fed (we would never leave that out ;))
We’ve had an eventful few weeks here at LongShorts. We chatted with a long line of guests from various backgrounds with whom we conversed about a wide-ranging portfolio of topics. In this episode, we take a breather and go back to the good ol’ days when it was just us two chatting about the heavy-duty news developments of the week.
There’s been a lot in the news, therefore there’s a lot on our minds. Some things we discuss:

  • Killing two birds with one debt-laden stone – RIL’s much-talked-about deal with Aramco.... and their flashy AGM
  • Slowdown, slowdown, slowdown – in domestic consumption across sectors
  • A pair of rate-cuts - The RBI and the Fed react to macro headwinds!
  • The Viacom-CBS merger - yet another roll up in the dynamic media landscape as streaming wars intensify


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