Trump Tariffs and Startup IPOs | With CIO of Aditya Birla MF from ASYMMETRIC

ASYMMETRIC

Shantanu, Chirag and Revant

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Trump Tariffs and Startup IPOs | With CIO of Aditya Birla MF

1 hour 15 minutes Posted Apr 11, 2025 at 1:43 pm.

Intro3:49 Trump’s Tariffs A Synopsis7:44 Understanding Donald Trump11:49 The Endgame for Trump16:25 More Tariffs → More Investments?22:28 Challenges Ahead for Trump26:41 Opportunities for India32:42 Thoughts on 2021’s Cash Influx and New-Age IPOs 38:26 How Private vs Public Capital Works49:09 Growth - The Good & Bad54:15 Index Devisers57:54 The Problem of Plenty1:02:58 Public Investors and Risk Taking1:08:40 Closing ThoughtsLinks referred to in the episode:https://drive.google.com/file/d/1E4glaVlyx24ipSYhieurOdu-KO1SkNAD/view?usp=drive_linkhttps://hktg13.substack.com/p/mind-the-gap

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The ASYMMETRIC Crew today:Shantanu: Founder, Bombay Shaving CompanyChirag: Founder, GoKwikHarish Krishnan: Co-CIO and Head(Equity), Aditya Birla Sun Life Mutual Fund (ABSLMF)1:43 Intro3:49 Trump’s Tariffs - A Synopsis7:44 Understanding Donald Trump11:49 The Endgame for Trump16:25 More Tariffs → More Investments?22:28 Challenges Ahead for Trump26:41 Opportunities for India32:42 Thoughts on 2021’s Cash Influx and New-Age IPOs 38:26 How Private vs Public Capital Works49:09 Growth - The Good & Bad54:15 Index Devisers57:54 The Problem of Plenty1:02:58 Public Investors and Risk Taking1:08:40 Closing ThoughtsLinks referred to in the episode:https://drive.google.com/file/d/1E4glaVlyx24ipSYhieurOdu-KO1SkNAD/view?usp=drive_linkhttps://hktg13.substack.com/p/mind-the-gap

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