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Think School: Indian Business Podcast

Think School dissects the US market fall that began on July 23, 2026 - a crash in which companies reported record results and still lost hundreds of billions in market cap. The video walks through Alphabet's first negative free cash flow since 2004 ($39 billion of operating cash against $44.9 billion of AI infrastructure spending, with $811 billion in committed obligations), JP Morgan's calculation that AI must generate $650 billion a year to justify the investment, and the vendor-financing loop in which Nvidia's exposure to OpenAI could reach $600 billion against its own $216 billion revenue. It then covers Michael Burry's warning that big tech is inflating profit by extending server depreciation lives, the shell-company structures (like Binnit Investor LLC's $27.3 billion bond for Meta's data center) behind $1.65 trillion of collective AI debt, and the credit default swap on Nvidia's debt recording its biggest intraday jump on July 27, 2026. FULL COVERAGE: the captions appear to cover the entire episode. All figures are as stated by the channel, not independently verified. Sponsor: Nurogum. Nothing here is investment advice.

Figuring Out with Raj Shamani

Host Raj Shamani interviews Namita Thapar, Executive Director of Emcure Pharmaceuticals and a Shark Tank India judge, on leadership, brand building and family business. Thapar explains her lifelong-learner mindset with a 'less is more' discipline, the four brand-building fundamentals she used at Emcure (portfolio focus, MNC collaboration, attacking where competition is weak, and customer-insight-led market shifts), and the four departments she says even a sub-20-crore business needs from day one: finance, technology, HR and governance. She shares her one monthly question per department, her formula for retention (a happy environment plus growth clarity), why she believes drive needs no toxicity, what she learns from Sanjeev Bikhchandani, Harsh Mariwala, Rajiv Bajaj and Kiran Mazumdar-Shaw, and the two big family-business mistakes - unclear job definitions and founders who cannot let go. She also names Rare Planet as her standout Shark Tank investment and healthcare technology as the next big industry. All views and claims are the speakers' own; nothing here is advice. Sponsor: none stated. Notes are based on the publisher's audio edition (Figuring Out feed, published December 28, 2022) and cover that audio edition in full - FULL COVERAGE. The YouTube cut of this episode may differ slightly in packaging or ad load.

Figuring Out with Raj Shamani

Host Raj Shamani talks with Harsh Mariwala, founder of Marico, about understanding Indian consumers and building enduring brands. Mariwala walks through his process: identify strengths before industries, find a broad opportunity, craft a unique offering through close consumer iteration, and establish a right to win before scaling. He explains why India must be read as 30 different consumer markets, how regional variants work inside one national brand, and why 'my consumer is everyone' kills focus. He covers the D2C disruption of old entry barriers, his shift from oils toward wellness and beauty, the blue-ocean logic behind pre- and post-wash hair care and the Beardo acquisition, and how to identify the true value creators in any business. He also discusses his book Harsh Realities (co-authored with Ram Charan), his distribution-building travels across small-town India, and his rapid-fire answers on culture, role models and his advisory rate. All views and claims are the speakers' own; nothing here is advice. Sponsor: none stated (the guest's book is discussed and promoted on the show). Notes are based on the publisher's audio edition (Figuring Out feed, published February 24, 2022) and cover that audio edition in full - FULL COVERAGE. The YouTube cut of this episode may differ slightly in packaging or ad load.