Welcome to my blog!
Welcome to my blog, where I delve deep into finance, economics, and geopolitics. My mission is to synthesize rigorous research and analysis into clear, actionable insights that help understand market dynamics and inform investment decisions. Inspired by the wisdom of Ray Dalio and Warren Buffett, I strive to understand the cause-and-effect relationships within financial markets—why things happen, how to value businesses, and how to respond to market prices. I aim to foster a community of thoughtful, critical thinkers who value robust debate and rigorous analysis. Nothing would make me happier than to have my opinions and research critiqued, as it ensures that you have formed your own well-informed perspective.
My perspective is shaped by a diverse array of influences. The insights of Jeff Bezos, Steve Jobs, Jensen Huang, and Elon Musk have impacted my entrepreneurial thinking. Financial acumen from Nikhil Kamath and thought leaders like Simon Sinek and Lex Fridman have also played a significant role. Insights from Chamath Palihapitiya, Bill Ackman, and Naval Ravikant, along with the writings of Larry Cheng (Volition Capital), Mohnish Pabrai, and journalists from Bloomberg, Wall Street Journal, The Economist, and New York Times, have been the basis of what I think I know.
The financial principles of Charlie Munger, Kenneth Griffin (Citadel), Howard Marks (Oaktree Capital), and Steven Eisman (Neuberger Berman) contribute to my understanding, alongside the wisdom of my professors at USC, my family, and my Indian-American cultural background.This blog aims to synthesize my research and analysis to form well-rounded opinions on various financial and economic topics. By exploring the interconnectedness of debt-money economics, internal and external conflicts, technology, environmental and energy transitions, healthcare, and education, I strive to provide a comprehensive outlook on how these factors impact society and the economy. I believe in reading, understanding, and actively listening to multiple perspectives. However, know that what I don’t know is much greater than what I think I know.
I acknowledge that my research and analysis are inevitably skewed by the sources I consult. We are the sum product of our self-education and the experiences we engage in. While I believe people will always trust their own experiences more than they will trust external advice, books offer diverse perspectives that can profoundly affect your mindset, psychology, and biases as you connect the theories within these books to your personal experiences. Through continuous learning and open-mindedness, we can broaden our understanding and mitigate our biases. I strive to exhaust all points of view and research until reaching a point of diminishing marginal value—where further time and energy spent on research do not yield new insights.
