Decoding Trumponomics 2.0, India Impact

Private equity is expanding into India’s K-12 school sector, following the same playbook it used to reshape private hospitals. Since Indian schools must legally operate as not-for-profit trusts, PE firms like KKR, Blackstone, and Kedaara invest indirectly through separate for-pro ...  Show more

Since late May 2026, Maharashtra has been in the middle of one of its most aggressive food and drug enforcement drives in years — adulterated prasad seized near Shirdi, synthetic milk units shut down, the license of Mumbai’s Parsi Dairy Farm suspended, hospitals pulled up for for ...  Show more

In this episode, Darius Dale of 42Macro joins the show to discuss Trump transitioning the US economy to a new paradigm, the potential for a recession and its impact on markets, and the threat of a debt refinancing air pocket. We also delve into why the Fed needs to transition to ...  Show more

In the wake of the US election outcome, Jason breaks down what a second Trump term means for the markets, the US economy, and monetary policy. Plus, thoughts on the recent market momentum, and whether it can last, along with a look at CIO’s investment outlook and positioning reco ...  Show more

Yesterday Donald Trump imposed a 50% tariff on Indian imports to America, among the highest in the world. How will Narendra Modi respond? Why Palantir could be the most overvalued firm of all time. And film, vinyl and print media make a comeback.Listen to what matters most, from ...  Show more

A.M. Edition for Aug 27. As steep duties on a range of Indian products come into effect, the WSJ’s Tripti Lahiri discusses which sectors will be hit hardest, and how the levies could have ripple effects for other economies. Plus, President Trump weighs quickly announcing a nomine ...  Show more