HeyJaredLet’s Talk Macro
The ‘Let’s Talk macro’ podcast channel is a learning-driven initiative of the IDFC AMC Fixed Income Fund Management team in collaboration with the Learning and Development Team.The podcast channel focuses on global and domestic macroeconomic developments, relevant data, and…
- Indexed episodes, last 90 days
- 3
- Latest publication
- Sep 2, 2026
- Audience
- Checking…
- Earliest in this view
- Sep 2, 2026
Latest episodes
Ep 040 - China - The Split Economy (opens the original)
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In this episode, we discuss the slowdown in China’s domestic economy, the policy strategies being employed to address it, and the country’s robust exports. We also examine the challenges this divergence creates for the rest of the world, especially India. Join Sreejith Balasubramanian, Sr. Economist in the Fixed Income Fund Management team at Bandhan Mutual Fund, as he shares insights on these important global macro developments. Registered Name: Bandhan Mutual Fund | Registered No.: MF/042/00/3
Ep 039 - Embracing Uncertainty: Macroeconomic Outlook (opens the original)
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In this episode, we discuss the global and Indian macroeconomic outlook amid elevated uncertainty on geopolitics, AI and global interest rate drivers. Join Sreejith Balasubramanian, Sr. Economist in the Fixed Income Fund Management team at Bandhan Mutual Fund, as he shares his perspective on the evolving macroeconomic landscape. MUTUAL FUND INVESTMENTS ARE SUBJECT TO MARKET RISKS, READ ALL SCHEME RELATED DOCUMENTS CAREFULLY.
Ep 038 - As the Tide Turns (opens the original)
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In this episode, we explore the impact of the US–Iran agreement, recent measures to support foreign capital inflows, and the evolving global macro landscape. We also discuss how these developments influence India’s economic outlook and monetary policy, and why there is an increasing need to focus on the medium term. Join Sreejith Balasubramanian, Sr. Economist in the Fixed Income Fund Management team at Bandhan Mutual Fund, as he shares insights on these global developments and their implication
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