Anand Talks copertina

Anand Talks

Anand Talks

Di: Anand Srinivassan
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Welcome everyone! This is my podcast channel where I have casual conversations with guests on a wide range of subjects. We don't have any plan or agenda in these talks other than just exchanging ideas. Hope you enjoy this channel and share it among your friends and family. அனைவரையும் வரவேற்கிறோம்! இது எனது போட்காஸ்ட் சேனல் ஆகும், அங்கு நான் விருந்தினர்களுடன் பலதரப்பட்ட விஷயங்களில் சாதாரண உரையாடல்களை நடத்துகிறேன். இந்தப் பேச்சுக்களில் வெறும் யோசனைகளைப் பரிமாறிக் கொள்வதைத் தவிர வேறு எந்த திட்டமும் நிகழ்ச்சி நிரலும் எங்களிடம் இல்லை. நீங்கள் இந்த சேனலை ரசித்து உங்கள் நண்பர்கள் மற்றும் குடும்பதAnand Srinivassan Scienze sociali
Episodi
  • Apple at $332: 37x Earnings and Why Buffett Sold

    Apple at $332: 37x Earnings and Why Buffett Sold
    Sep 28 2026

    A great business at a demanding price is still a valuation question. We examine Apple's moat, services mix, and cash generation against what 37x actually requires — and what Berkshire's exit does and doesn't tell you.
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    15 min
  • Brent at $110: Red Sea Chokepoints and the Inflation Shock

    Brent at $110: Red Sea Chokepoints and the Inflation Shock
    Sep 27 2026

    An oil shock transmits to India through the current account, the rupee, and the CPI print. We map the chain from a shipping chokepoint to your portfolio, and discuss whether the petrodollar framing holds up.
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    19 min
  • A ₹25,000 Salary and a ₹3 Lakh Bike — Lessons From the Madras Stock Exchange

    A ₹25,000 Salary and a ₹3 Lakh Bike — Lessons From the Madras Stock Exchange
    Sep 25 2026

    Anand's years on the Madras Stock Exchange floor, and what they taught him about how ordinary people destroy wealth. A conversation about lifestyle inflation, EMIs, and the unglamorous arithmetic of compounding.
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    17 min
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