The optimism in global asset pricing; Episodes 29,30,31,32 of Everything is Everything

What me worry?

Global financial markets are excited about how developed markets, and the US, are faring. In my column in the Business Standard yesterday, Are financial markets over-optimistic, I give a sense of global macro of the last few years, show the five main threats for 2024, and offer an Indian perspective.

Episodes 29,30,31,32 of Everything is everything

On 1 December 2023, we had done Ep23, Seven stories that should be films. In a similar vein, on 12 January 2024, we did Ep29, Five stories that should be films.

Ep30, 19 January, is Declutter.

Ep31, 26 January, is A deep dive into the Indian military.

Ep32, 2 February, is Unix.