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IITMF Directors Circle Series - Shared screen with speaker view
Madhav Marathe
12:16
Hi Girish
MuckAI Girish
12:28
Hi Madhav
MuckAI Girish
12:41
Glad you could join
kumardoraiswami
46:44
Would Marti invest in Europe now ? It has woefully underperformed the U.S. If yes, are any countries his favorite and what part of the capital structure is most interesting
kumardoraiswami
46:55
Thanks
Vasanth
50:04
Amen!
Karthik Tiruvarur
50:33
What has surprised Marti the most in the past three months about Covid specifically in context of (a) Central banks’ response (b) political response and (c) Market’s response.
Karthik Tiruvarur
50:41
thank you!
Madhav Marathe
55:47
How does one develop models to assess economic impact of the pandemic. We have attempted this but is challenging due to non-availability of data
Neela
57:15
Can Europe survive this event as a cohesive entity? What are the pressures for it to break apart?
Karthik Harihran
58:34
In the US, Congress and the FED have injected $6-8Trillion into the market through various vehicles. And fed chairman Powell has famously said on record that the feds powers are “unlimited” in this crisis. At what point will such massive fiscal and monetary injection become problematic for the medium- and long-term future, and what are the potential issues we will face as a society once we are past this COVID-19 crisis due to the actions we are taking today to address the current economic challenges.
Mahesh Panchagnula IITM
59:35
We operate in a world where multilateralism is important. For multilateralism to work, we require governance systems to be somewhat homogenous. China seems like a red herring, marching to its own beat. What can we trust and what can we not as far as China is concerned?
Arvind Rangaswamy
01:00:06
Is negative interest rate likely in the US? If yes, would it have long-term consequences for savings and investment?
Kamal
01:01:20
Do you think current US stock market valuations are justified ?
Kannan Govindarajan
01:01:26
What is the explanation for the market’s (wall street) relative sanguine reaction to the significant contraction to the “main street” economy? Feels like they are expecting stimulus to cushion the blow, but maybe are not taking into account the inevitable increase in taxation that will materially impact corporate profits.
MuckAI Girish
01:04:03
Is this the beginning of China’s fall ? Is this the end of globalization movement that permeated each and every part of the ecosystem ?
MuckAI Girish
01:06:14
when will the playbook to deal with such a pandemic be perfected ? (do we know enough now or do we know what we don’t know ?)
Kannan Govindarajan
01:10:53
old monk XXX rum from tarams is where i got started.
Madhav Marathe
01:11:19
Kannan Old Monitor Gin near the front gate !
MuckAI Girish
01:11:49
Marti, what you are saying it, when they go low, you go high !!!
Mohan Gummalam
01:13:29
Marty - how do you spell the name of that wine?
Mohan Gummalam
01:13:42
Girish - lol
Rohini Chakravarthy
01:14:04
https://en.wikipedia.org/wiki/Beaujolais
Karthik Harihran
01:14:49
Thanks for facilitating a great conversation, Rohini!
Mohan Gummalam
01:15:03
thanks so much for the call!!
Mohan Gummalam
01:15:11
this was so awesome.
Karthik Harihran
01:15:14
And Marty for your time and thoughts, of course!
Mohan Gummalam
01:15:22
let’s make this a series.
Neela
01:15:23
Thank you Marti, Rohini and Girish!
Kannan Govindarajan
01:15:23
Amazing!
G.D. Ram Ramkumar
01:16:06
Thank you Marti and Rohini!
Neela
01:17:34
Mechanical Engg is the liberal arts degree of IITM.
Kannan Govindarajan
01:18:12
Marti and Rohini.. Amazing conversation.. Really enjoyed it…
Madhav Marathe
01:18:48
Great conversation. Thanks a lot Rohini, Marti, Girish, Karthik.
Karthik Tiruvarur
01:18:54
thanks Marti and Rohini!