Let’s Talk Macro

By Let’s Talk Macro

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Category: Investing

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Subscribers: 2
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Episodes: 36

Description

Bandhan Mutual Fund is focused on helping savers become investors and create wealth. The organization has always striven to empower everyday investors, as well as India’s financial ecosystem, through initiatives that simplify financial knowledge, helping create wealth and value through investments. 

Continuing the tradition of initiatives and campaigns that motivate, guide, and educate Indians about financial wisdom, we bring you Let’s Talk Macro – a podcast series to demystify relevant macroeconomics – global & domestic, important & topical, data, concepts, inferences & implications.

We reached out to the average Indian investor through our successful short films like Bachat Nivesh Badhat, One Idiot, and Return of One Idiot to educate the public about the importance of savings and long-term investments for financial growth and security. Our landmark campaigns like #DateyRaho and #PaisonKoRokoMat have educated millions successfully about the power of investing. 

Episode Date
36: Ep 036 - Changing Concerns – Not So Straightforward
Apr 28, 2026
35: Ep 035 - The Iran War – Global Stress Test
Mar 25, 2026
34: Ep 034 - India Data Upgrade – The New CPI Series
Feb 24, 2026
33: Ep 033 - India Union Budget - Clarity on Framework & Trade-offs
Jan 27, 2026
32: Ep 032 - Keep Your Seatbelts Fastened: 2026 Macro Outlook
Dec 17, 2025
31: Ep 031 - India Fiscal – Flexibility & Credibility within the Framework
Nov 27, 2025
30: Ep 030 - India - Rural Optimism
Oct 31, 2025
29: Ep 029 - Moderate Inflation from US Tariffs Supports Fed’s Rate Cuts
Sep 29, 2025
28: Ep 028 - India: Fiscal Credibility amid GST Rationalisation & US Tariffs
Aug 28, 2025
27: Ep 027 - China: Frontloaded Growth Amidst Economic Challenges
Jul 28, 2025
26: Ep 026 - Actively Waiting: The US Fed & Its Dual Mandates
Jun 30, 2025
25: Ep 025 - India: Credible Policy Making Amidst Global Volatility
May 30, 2025
24: Ep 024 - Will Uncertainty Trump Liberation?
Apr 28, 2025
23: Ep 023 - Fading US Exceptionalism + Trump 2.0
Mar 26, 2025
22: Ep 022 - Domestic Policy within Dollar Constraints
Feb 20, 2025
21: Ep 021 - On Your Mark But Don’t Get Set
Jan 16, 2025
20: Ep 020 - What’s Ahead for 2025: A Balanced Take
Dec 19, 2024
19: Ep 019 - Trump 2.0: Policy Choices in a Different World
Nov 19, 2024
18: Ep 018 - China’s Economic Landscape - What’s Changing and What’s Next?
Oct 10, 2024
17: Ep 017 - Global Economic Pulse: August 2024
Sep 10, 2024
16: Ep 016 - Global Economic Pulse - July 2024
Aug 06, 2024
15: Ep 015 - Global Economic Pulse: June 2024
Jul 01, 2024
14: Ep 014 - Euro Area and UK Monetary Policy - Time to Turn?
May 21, 2024
13: Ep 013 - US Economy Soft, Hard, or No Landing
Apr 14, 2024
12: Ep 012 - Indian Economy: Optimism as Macros Align
Feb 29, 2024
11: Ep 011 - Global Economy - Back to the Future
Jan 03, 2024
10: Ep 010 - US Fiscal policy - The Ascent
Oct 25, 2023
9: Ep 009 - India inflation - What lies ahead?
Aug 25, 2023
8: Ep 008 - What's up with the global economy?
Jul 11, 2023
7: Ep 007 - What does slower recovery in china mean?
Jun 02, 2023
6: Ep 006 - India's southwest monsoon season rainfall
May 03, 2023
5: Ep 005 - Monetary policy in the US & EA
Mar 29, 2023
4: Ep 004 - India FY24 Union Budget, Macro Takeaways
Feb 02, 2023
3: Ep 003 - How was US Monetary policy response to pandemic different ?
Jan 16, 2023
2: Ep 002 - What's the latest global economic narrative after noteworthy November ?
Dec 01, 2022
1: 001 - Sreejith Balasubramanian - Economist with the Fixed Income Fund Management team at IDFC MF
Nov 09, 2022