Episode Details
Back to Episodes
Trump’s Effect on Indian Economy, Investment Opportunities & US vs India |Saurabh |FO454 Raj Shamani
Description
Download Porter Here: https://app.adjust.com/1vq8o2nq
Guest Suggestion Form:
https://forms.gle/bnaeY3FpoFU9ZjA47
Disclaimer: This video is intended solely for educational purposes and opinions shared by the guest are her personal views. We do not intent to defame or harm any person/ brand/ product/ country/ profession mentioned in the video.
Our goal is to provide information to help audience make informed choices. The media used in this video are solely for informational purposes and belongs to their respective owners.
Order 'Build, Don't Talk' (in English) here: https://amzn.eu/d/eCfijRu
Order 'Build Don't Talk' (in Hindi) here: https://amzn.eu/d/4wZISO0
Follow Our Whatsapp Channel: https://www.whatsapp.com/channel/0029VaokF5x0bIdi3Qn9ef2J
Subscribe To Our Other YouTube Channels:-
https://www.youtube.com/@rajshamaniclips
https://www.youtube.com/@RajShamani.Shorts
📺 Watch Figuring Out episodes on YouTube: https://youtube.com/playlist?list=PLE0Jo6NF_JYO5-phess8GKafKMtPv3tfZ
(00:00) – Intro
(04:57) – Raj Shamani x Saurabh Mukherjea begins
(08:24) – Mimetic desires
(15:21) – The Indian community as a scapegoat
(19:20) – China’s leverage
(25:27) – The rupee heading towards 100
(35:52) – Increase in Gen Z spending
(41:48) – Decrease in taxes
(46:07) – Impact of AI in 2026
(56:00) – Second-order beneficiary companies
(1:17:25) – Restrictions on F&O
(1:19:50) – Rise of women’s cricket
(1:34:23) – Samay Raina’s contribution to chess
(1:36:59) – Geography and sports
(1:40:15) – Pollution and politics
(1:44:12) – Hosting in an alcohol-prohibited state, census, and narratives
(1:52:51) – Earning money when everything is falling apart
(1:56:40) – Is the Indian economy dependent on the US?
(2:00:10) – The old narrative of India
(2:05:07) – Why does the US want India to become a scapegoat?
(2:08:01) – Double-digit growth and Elon Musk
(2:13:20) – Will big companies make profits?
(2:19:47) – Gold and silver
(2:24:51) – Closing thoughts
(2:24:54) – BTS
(2:25:47) – Outro
In today’s episode, we have Saurabh Mukherjea, Author and Founder of Marcellus Investment Managers, sharing clear and practical insights on money and what to expect in 2026. We talk about what’s happening in America, Trump’s role in global politics, and why India often ends up being blamed in bigger economic narratives. The conversation also covers the ups and downs of the Indian economy and what growth is actually real.
We further talk about pollution and politics, and how closely they are connected. These two forces are likely to shape policies, investments, and public decisions in 2026,