On this episode we cover:- How to quickly summarize the interim budget 2024- Whether interest rates will go up- Vignesh's question on probability of equity markets outperforming inflation- Pattu's answer - no idea!- Indian stock market still in it's early days vs US which began in 1870- Analysis of absolute returns and rolling returns on the S&P 500, so it's not rosy there either!- We analyse the Indian stock markets - What is the guarantee bad times will not come - no Guarantee!- Pattu's detailed study on Japan- How household consumption is a good indicator- The potential in India for the next 20-40 years- India's biggest asset- The two challenges facing India- How stock market growth comes at the cost of the environment!- Does investing philosophy change for places that have flat growth?- Emotional intelligence- Information diet and how important it isLink to slides/graphs mentioned in the episode:https://drive.google.com/file/d/1EFccB66MHAUEWj2mP7AvvsR54IBQaAEr/view?usp=sharingSee omnystudio.com/listener for privacy information.