The Next Financial Crisis Could Be Very Different | Former RBI Deputy Governor Explains | #373

➡ Recommend A Guest For Our Podcast Here – https://forms.gle/eotmhzWMx6KpJQH86

➡ The 9:15 Club – India’s smartest young investors community: https://forms.gle/GyUiatVUJoUUkkcm6

➡ Join This Group To Be Invited To Future Offline KwK Events in Mumbai: https://chat.whatsapp.com/F3MbHDPwTwC11mnSuvVc1M?mode=gi_t

Former RBI Deputy Governor and NYU Stern professor Dr. Viral Acharya joins Kushal to break down how geopolitics, the AI boom, and the shifting role of US treasuries are reshaping the global and Indian economy. A masterclass in macroeconomics made simple for every investor.

What You’ll Learn:

1-US Treasuries Losing Safe Haven Status: Why the world’s most trusted asset is now behaving like a risk asset.
2-The AI Growth Race: Why India must become an innovator, not just an enabler, in software.
3-Gold Rally Explained: The real reason central banks keep buying and what comes next.
4-Fiscal vs Financial Dominance: How government borrowing threatens control over inflation.
5-India’s Concentration Problem: Why the Big Five business groups may be limiting growth.

Subscribe to Konversation with Kushal for more deep dives into markets, economy, and wealth building.

➡ Order my book ‘Acing CA’ here:
https://www.amazon.in/dp/8195816886?ref_=cm_sw_r_cp_ud_dp_X13KX7DBZEK4FDZ2ATBX

➡ Order my book ‘Unlocking Unicorn Secrets’ here:

Follow Kushal Lodha on Social Media:
📝 LinkedIn: https://in.linkedin.com/in/kushallodha548
📷 Instagram: https://www.instagram.com/kushallodha548/
📱 Twitter: https://twitter.com/kushallodha548

Timestamp:
00:00:00 Trailer & Intro
00:02:35 Who is Dr. Viral Acharya?
00:03:38 Role of RBI Deputy Governor
00:06:43 Problems in Indian Economy
00:09:03 Is India Lacking in AI?
00:13:00 How Can India Attract Foreign Investment?
00:15:28 Innovation in Software Analysis
00:16:29 How Geo-Politics Moves Indian Markets
00:22:47 What is Wrong with US Treasuries?
00:27:13 Gold and Silver Rally
00:33:05 Stock and Bond Relation
00:35:58 What is Convenience Yield?
00:38:29 Stock and Bond Co-Movement
00:42:43 US Debt Problem and Impact on India
00:48:13 Fiscal vs Financial Dominance
00:51:57 How are Hedge Funds Funding Government
00:54:45 2008 Financial Crisis Deep Dive
00:56:30 Are We Headed Towards Recession?
00:58:25 India’s Future and Growth Outlook
01:00:52 India’s Recovery Direction
01:03:13 India’s Spend on R&D
01:06:50 India vs China Per Capita Comparison
01:08:06 Conglomerates and Concentration Risk
01:12:10 What Changed in India After 2015?
01:14:48 Why Chaebol Won’t Work in India
01:16:54 Most Interesting Research
01:20:18 Hot Trends in US Finance
01:23:28 Indian vs Global B-Schools
01:30:02 Funniest Question Asked to Him
01:32:30 Most Googled Questions About Him
01:35:25 Viral Acharya vs Raghuram Rajan
01:37:32 Salary of RBI Deputy Governor
01:40:30 Why RBI Governor Signs Notes?
01:42:29 Will Market Crash in 2026?
01:42:45 Policy Changes India Needs
01:44:10 What Would Dr. Acharya Ask Himself?
01:44:45 Conclusion & Outro

#kushallodha

source