Episódios
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The New World Order: Understanding Global Economic Realignment with Debashish Bose
In this episode of "Please Help Me Understand," we decode the seismic shifts reshaping the global economy in the wake of Trump's sweeping tariffs. Investment strategist Debashish explains how these moves are accelerating fundamental changes that have been brewing for decades, compressing what might have taken 15-20 years into perhaps just 5 years.
We explore the rise of "National Capitalism," the potential unraveling of the dollar-based financial system, and what this means for investors worldwide. From the remilitarization of Europe to the future of digital currencies, this conversation provides a framework for understanding what may be the most significant economic transition of our lifetimes.
Whether you're concerned about market volatility, curious about geopolitical shifts, or planning your investment strategy, this episode offers critical insights for navigating an increasingly unpredictable world.
Debashish on LinkedIn: https://www.linkedin.com/in/debashishbose/?originalSubdomain=in
Here are some notes from the episode: https://thedailybrief.zerodha.com/p/the-new-world-order-understanding
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In this episode, Debashish Bose of Oaks Asset Management explains the long-term trends shaping the Indian and global financial markets.
In the episode, Debashish talks about:
1. What's happening to the markets
2. Big trends like deglobalization, de-dollarisation, and geopolitical rivalries
3. The future of currencies and commodities
4. Whether valuations will remain higher for longer
5. If whatever we have learned about investing so far is useless
6. What kind of themes will do well in the dangerous world we live in and much more
We hope you enjoy the conversation as much as we did :)
Debashish on LinkedIn: https://www.linkedin.com/in/debashishbose/?originalSubdomain=in -
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Financial markets are complex, and expert explanations often leave us more confused due to jargon and fancy language. Friends aren't much help either since most people don't understand finance. We've faced this problem ourselves, so we're starting "Please Help Me Understand."
In this podcast, we talk to top finance experts, asking the simple questions you're too embarrassed to ask. We'll tackle stock markets, trading, investing, and more, making complex topics easy to understand.
In the first episode, we delve into gold, one of the best-performing asset classes this year. With so much happening in the gold space, we reached out to two experts at the World Gold Council, an industry body renowned for its exceptional research. We spoke with Krishan Gopaul, a senior analyst, and Jeremy De Pessemier, an asset allocation strategist.
This conversation is packed with valuable insights about gold. Whether you're mildly curious or deeply interested in this often confusing and complex asset class, this is the episode for you.
