Beyond the Optics with Tulip Nandu

As we wind down this year, let us look back and contemplate the past year in terms of economic growth and discuss what's the outlook for the upcoming year. In September 2023, financial well being sentiment found much needed stability, although the Fed held rates and signaled elevated rates for longer, but there are some who predict the US. economic growth will buckle under mounting headwinds early next year with a shallow recession. That's what Nouriel Roubini and others have predicted. Real GDP will grow at about 2. 2 percent and then fall to about 0. 8%. The consumer spending actually held up despite the elevated inflation and high interest rates in the past , couple of months and the growth that seemed to be weakened in the first quarter also bounced back in Q2.  All those are the numbers, but to package all that I have with me on my pod today, Mr. Arvind Mallik. He's the managing partner of KMF Investments which is a pure pay for performance private investment partnership based out of Denton, Texas. KMF seeks a long term capital appreciation by investing in companies whose intrinsic value is significantly higher than the market price. And since its founding in 2008 KMF has found opportunities in the world dominating franchises, hard assets below replacement cost businesses at large, discounts to liquidation value, and firms with beneficial exposure to rising interest rates.The whole concept behind this is retaining value and increasing the value addition as we call it in finance terms. And Mr. Malik has education to back it up with a degree in chemical engineering  and bioengineering from  UC Berkeley, and also has a MS in chemical engineering from MIT.

As mothers day fast approaches there are many things a mom looks forward to, but this time round I urge listeners to encourage them to a different kind of gift - the gift of health and well being. In this episode we will be discussing some important aspects of women's health with Ms. Mala Mahendroo, PhD who is a  faculty at UT Southwestern Medical Center.  She is a reproductive biologist and her lab has focused on trying to answer the question that are critical to pregnancy and a majorcomplication of pregnancy, which is preterm birth,  focusing specifically on the cervix.

Hello listeners and welcome to the first episode of the year and it's befitting to talk about money, economics, and what the future holds for India from the macro economics perspective for this year and in the 5-10 year time horizon. In this episode we would specifically discuss the last full budget presented on February 1st 2023 by Mrs. Nirmala Sitaraman, before India heads for the 2024 general elections. For discussing the key takeaways from the budget and looking at the economic growth of India I have with me Mr. Chetan Joshi who is the director of MONDIAL MMX Financial a Mumbai based Life Goal Planning & Multi Financial Product Distribution firm. Chetan has more than two Decades of experience in Financial field & more then 21 years of experience on the technology front. He is one of rare breed of person to have deep knowledge & hands on experience in the field of Finance & Technology. I hope you'll enjoy the episode. 

"Not all classrooms have four walls." Any parent or educator or anyone who has spent any time with kids can attest to the truth of these words! Kids are innately curious about their surroundings so when their surrounding changes, they are bound to learn!Hello and welcome, after a brief break I'm back with a new episode on a topic that is very close to my heart and something that I'm passionate about. Travel and travelling with kids is what I love talking about and also try and make the most of the opportunities I get to travel with my two sons.  This episode is an attempt by me to list some wonderful learnings parents can take out of traveling with their new born kids / infant, toddlers and beyond and share some personal experiences too. 

Welcome to part III of my discussion with Surbhi Dedhia on Parenting and how it has added a wonderful dimension to our life. In Part II we went into the values that we would want to inculcate in our kids and how you draw a line between setting boundaries and freedom. In this final part we dive into the metal side of things and how we can create a better environment for our kids to adapt to the external challenges that they might encounter and also I ask Surbhi how challenging was it to change countries with kids and how they have coped with all of it . I hope you'll enjoy this amazing conversation. 

Welcome to part II of my discussion with Surbhi Dedhia on Parenting and how it has added a wonderful dimension to our life. In Part I we started off our conversation with the basic essence of parenting and how its a process of trial and error. In PART II of our conversation we dive into the values that we would want to inculcate in our kids and how you draw a line between setting boundaries and freedom. I hope you'll enjoy this intriguing conversation. 

On this Mothers day I'm delighted to flag off a mini series on Parenting a topic that is very close to my every day life and something that I enjoy talking about at length with everyone around. Parenting is something that has given me and my wife a different dimension to life and something that we nurture and live every moment with our two wonderful kids. I'm overjoyed to have my mentor Surbhi Dedhia with whom I have had numerous conversation about parenting to join me on my pod and embark on this short series on Parenting. Surbhi has been the main architect of this podcast and along with being a entrepreneur, a mentor is a mother of two wonderful kids and who better to have an in depth conversation with someone who manages all these multiple facets spectacularly well. She is also the host of "The making of a thought leader" podcast.

Welcome to PART II of this mini series on Big Data.In the first part we discussed about how throwing more data points is not necessarily the solution to the problem and focusing on the data points that do matter from the customer's perspective is the way forward. In this episode we shall discuss the cost associated with big data and the health problems associated with data overload. 

This is Part I of my discussion with Daniel Howard on Big Data and problems it creates. In this part we will be discussing how throwing more data points is not necessarily the solution to the problem and focusing on the data points that do matter from the customer's perspective is the way forward. 

In this episode we chat with a preteen kid Neil Desai and get into his thought process of how he sees the world and what he would do to bring about a change. He also talks about how the COVID crisis have changed his communication with his family and what precautions would he take if something similar was bound to happen in the future. 

In this episode Mr. Jayesh Shah, a senior director at McKesson shares with us insights from his personal experience a framework that would help us grow in our professional life. He explains his 7C's framework that has helped him navigate through oversights in his profession and carved a stellar career path for himself. 

We shall continue with the series on evolution of money, monetary theory, and the implications of government regulations causing the frailty in the economy we have faced in the last century. In this final episode of our discussion with Prof. Lewin, we ask him about the origins of most of the problems we face today in terms of large public and private debt and the loose monetary and fiscal policies. But before we go ahead, I highly recommend everyone to listen to the previous two episodes on the evolution of money and why does the government monopolize money to give you a better understanding and the continuity on the money trail.

We shall continue with the series on Evolution of Money, Monetary Theory and the implications of Government regulations causing the frailty in economy we have faced in the last century. In todays episode we shall continue our discussion with Prof. Lewin on how Government got involved to ascertain its control on the flow of Money in the economy. I highly recommend everyone to listen to the episode on the Evolution of money in which Prof. Lewin goes into explaining how Money took the current form of bills notes and bonds from the barter era and in turn became a social institution, to give you a better understanding and a continuity on the Money trail. 

In episode 2 we begin with a mini series on Monetary theory and Prof. Peter Lewin explains all about it, starting in Part I with evolution of Money from the barter era to the current form of bills, bonds and notes. He takes a deep dive into his own journey from choosing Economics and History as his major which turned out to be the best decision and the multiple noble laureates he got the opportunity to study under. He then demystifies the evolution of money for everyone to understand its change into the current form as we know it.

Hello and welcome to a brand new podcast with your host Tulip Nandu. This is an introductory episode, where in I shall be talking about my motivation to starting this podcast, what the listeners can expect in future episode and also a brief introduction about myself, what I do in day to day life and things I love to do. This podcast is to help build curiosity amongst the listeners  on the various realms of topics like Finance, Economics, Self-help, Politics, Economic policy that I will be discussing on the pod. It is also to challenge the status quo  and go beyond the optics into the nitty gritty of the topic and get a larger  and a different perspective.