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Nuggets | Curated insights across markets, macros, AI, tech & geopolitics

Distilling high-signal intelligence into digestible insights.

Nuggets · Showing 7 of 7

Source
Asian PaintsBusinessGeopolitics
+66 more tags
History
India
India Focused
Markets & Investments
Podcast
The Ken

Intermission E01 - Asian Paints [Part 2] | The Ken

"once you see... it's everywhere... at its essence what is paint... it's a mixture of naturally found and manufactured substances" - Rohin Dharmakumar [00:02:37]

"painters are the the influencers of this industry right absolutely you i mean i think that word there was literally you know someone who said that this is an influencerled market" -…

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UJ
Mar 23, 2026
Source
Asian PaintsBusinessGeopolitics
+66 more tags
HistoryIndiaIndia FocusedMarkets & InvestmentsPodcastThe Ken

Intermission E01 - Asian Paints [Part 1] | The Ken

"The story of Asian Paints is not just the story of a company which is once in a generation it's possibly the story of a company which is once in a nation's lifetime." - Rohin Dharmakumar [00:03:16]

"Being a trader or vapari is only a small part of our identity most Gujarati are shopkeepers not entrepreneurs or industrialists and we are…

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UJ
Mar 23, 2026
Source
all-in-podcastBiographicalBusiness
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ConsumerGeopoliticsHaldriamIndiaIndia FocusedLeaders, Investors & EntrepreneursLearningMarkets & InvestmentsPE/VCPodcastSelf-Development

Inside Haldiram’s: A Conversation with Manohar Lal Agarwal Ji | 360 ONE

"हमारा चाहे दुनिया ले लेवे हम दुनिया का एक नहीं लेना चाहते हैं कभी भी हमने डेट पे काम नहीं की" - Manohar Lal Agarwal (On maintaining a debt-free, honest business philosophy) 00:00:18

"अगर मैंने कोई चीज खरीदी भी क्वालिटी की यहां तो आगे सब ऐसे ही हो जाना है तो मैंने अपने फादर से कहा कि मेरे को सिस्टम अपनी ही लगाई ना पीसने का" - Manohar Lal Agarwal (On…

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UJ
Feb 24, 2026
Source
Aswath DamodaranBusinessEconomics
+66 more tags
ArticleBlog / ArticleMacro / EconomicsReport, Blogs & InsightsMarkets & InvestmentsEquity

https://open.substack.com/pub/aswathdamodaran/p/data-update-6-for-2026-in-search?utm_campaign=post-expanded-share&utm_medium=web

Data Update 6 for 2026: In Search of Profitability! | The Business End Game Clarified! | Aswath Damodaran | Feb 17, 2026

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UJ
Feb 19, 2026
Source
EconomyCompaniesBusiness
+44 more tags
Report, Blogs & InsightsMarkets & InvestmentsHistoryEurope

https://open.substack.com/pub/worksinprogress/p/how-airbus-took-off?r=7gd4z&utm_campaign=post&utm_medium=web

Airbus is an example of successful industrial policy and the rare European company that is better than its American rival. Could its success be copied elsewhere?

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UJ
Jan 6, 2026
BusinessPodcastMarkets & Investments
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Macro / EconomicsUSMonetary Policy

MacroVoices #510 Jim Bianco: From FED Cuts, to inflation, to Gen Z’s Infatuation with Socialism

  • Title: The Fed’s Losing Battle: Bond Vigilantes & the Myth of Lower Rates
  • Source/Speaker: MacroVoices / Jim Bianco (Bianco Research)
  • **C...
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UJ
Dec 22, 2025
BusinessPodcastTechnology
+33 more tags
Markets & InvestmentsAIEquity

Is It a Bubble?

  • Title: Is It a Bubble? The Howard Marks Analysis of AI Mania
  • Source/Speaker: Oaktree Capital / Howard Marks
  • Category Tags: #Macro #A...
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UJ
Dec 18, 2025