1. Podcasts
  2. LongShorts

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.


(We are now on your favourite messaging app – WhatsApp. We highly recommend you SUBSCRIBE to start receiving your Fresh, Homegrown and Handpicked News Feed.)