Shortcast over Coffee

Aswath Damodaran on AI, NVIDIA and the power of reasoning

Welcome to yet another episode of Shortcast over Coffee. Today my guest is Prof Aswath Damodaran. He is a Professor of Finance at the Stern School of Business at New York University teaching corporate finance and valuation. He is dubbed the "dean of valuation" but calls himself more a dabbler who teaches because he loves it. Check out more about Dr Damodaran hereBookshttps://amzn.to/40CQ8jWhttps://amzn.to/4aJ2Gv1https://amzn.to/3WQX0cvhttps://amzn.to/3CCqvrEWebsitehttps://pages.stern.nyu.edu/~adamodar/https://www.linkedin.com/in/aswathdamodaran/https://aswathdamodaran.blogspot.com/00:00 Introduction and Inefficiencies in Education, Publishing, and Financial Services08:07 Valuation, Intellectual Property, and Market Predictions19:06 Country Risk, Climate Risk, and Corporate Lifecycles31:19 Private Equity in Real Estate and the Role of Technology44:05 Reasoning, Cognitive Skills, and the Role of AI48:41 Nvidia Valuation and the Impact of DeepSeek on AI

Manu Pillai on Gods, Guns and Missionaries : A deepdive on modern Hinduism

Today we have with us Manu Pillai. Manu is the author of the recently released book Gods, Guns, and Missionaries, which explores how European missionaries and colonialism shaped modern Hinduism. In addition to this latest work, he has authored five other remarkable books. He is, without a doubt, one of my favorite voices to listen to these days—a historian who has truly made talking about history exciting and, dare I say, cool. About Manu https://www.instagram.com/waatcoconut/ https://x.com/UnamPillai

Karthik Reddy of Blume Ventures on the Dos and Don’ts of Venture Capitalism

Today, I have the pleasure of hosting Karthik Reddy, the Co-founder and Managing Director of Blume Ventures, one of India’s leading early-stage venture capital funds based in Mumbai. Since its inception in late 2010, Blume Ventures has established itself as a prominent player in India’s startup ecosystem, investing in over 50 startups alongside notable angel investors and peer funds. Before founding Blume, Karthik was an active angel investor through Mumbai Angels, where he continues to contribute as a board member for select companies. His professional journey spans diverse sectors, including financial services—working with esteemed organizations like American Express Bank, ABN Amro, and Instinet—and media, with a stint at The Times Group in India. Karthik holds an MBA from the prestigious Wharton School at the University of Pennsylvania and an engineering degree from the Indian Institute of Technology (IIT), Roorkee. His wealth of experience and strategic vision have made him a pivotal figure in shaping India’s entrepreneurial landscape.

We, the citizens is making public policy fun ft co-author Khyati Pathak

Today, my guest is Khyati Pathak. Khyati is a Singapore-based IT consultant turned cartoonist. She has co-authored the recent release titled "We the Citizens" co-authored along with Pranay Kotasthane and Anupam Manur. The book aims to make basic principles of public policy and economics easy to understand for everyone. Khyati is also involved in multiple open-source projects, most notably Snakeadoo available at snakeadoo.wordpress.com, which aims to educate rural Indian schools about snakes and snake bites. She is someone who has dabbled in multiple roles throughout her life, and we will talk about all that in this episode and what inspired her to write the book "We the Citizens." Khyati's book and recommendations https://www.amazon.com/We-Citizens-Pranay-Kotasthane/dp/0143463551 https://artofcharliechan.com/ Persepolis I & II by Marjane Satrapi

Prakash Wakankar reflects on his 30-year cricket commentary journey and the upcoming T20 World Cup

Welcome to yet another episode of Shortcast Over Coffee. Today, my guest is Prakash Wakankar. Prakash has been a familiar voice on radio across the world for over 30 years, covering cricket for All India Radio, BBC's iconic Test Match Special, ABC, among others. In his corporate avatar, Prakash has held leadership roles across industries and geographies, working with renowned companies like Pfizer, Perfetti, Coca-Cola, and the Mahindra Group. In this episode Prakash reflects back on his 30 year cricket commentary career , his relationships with contemporaries and the next generation of cricket journalists and his excitement for the T20 World Cup to be held in the US and the West Indies.