Transfin. Podcast E13: High End, Let Go, Thin Ice

    Professor of Financial Economics and Part-time Value Investor, Transfin.
    Dec 2, 2018 2:38 PM 1 min read


    We like to talk Business and Finance. Figured we should do it for a living.  


    We use Spotify's entry into India to set the scene for a discussion around:


    How Airtel, Vodafone-Idea are Positioning Themselves Against Jio


    We discuss how Jio's onslaught has brought with it a shift in price dynamics and how incumbent telcos are positioning themselves against Jio.


    Why is the Turmoil Around General Motors a Crisis for America


    General Motors (GM) recently announced that it would be laying off over 14,000 employees from five factories in US and Canada. They plan to focus on premium and electric-vehicles, aiming at higher-margins. The announcement has involved harsh criticism from the US administration, with Trump threatening further imposition of tariffs. We trace how the story has transpired through costs, taxes and politics.


    What Would a No Deal Brexit Look Like


    Following EU's approval of UK's Draft Withdrawal Agreement, the British Parliament is set to vote on the Brexit deal on 12th of December. We track the different scenarios which could play themselves out, including, worst-case, a No Deal Brexit.


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