Transcripts (30)

Ep 208: Lessons in Investing (and Life)

The Seen and the Unseen - hosted by Amit Varma

  • 20 views
  • 5 days ago
  • 03:42:14

Is the stock market an engine of our economy or a casino disconnected from reality? Does it require deep thinking or mad gambling? Deepak Shenoy joins Amit Varma in episode 208 of The Seen and the Unseen to talk about the lessons he has learnt about the markets -- and about life. Also check out: 1. Capitalmind, Deepak Shenoy's investment research and wealth management company, 2. The Capitalmind Podcast. 3. Cats in the Cradle -- Ugly Kid Joe (Also, the Harry Chapin original.) 4. Midnight in Chernobyl -- Adam Higginbotham. 5. Nuclear Power Can Save the World -- Joshua S Goldstein, Staffan A Qvist and Steven Pinker. 6. Poker and Stock Markets -- Episode 47 of The Seen and the Unseen (w Mohit Satyanand). 7. Luck is All Around -- Amit Varma. 8. Range Rover -- Archives of Amit Varma's poker column for the Economic Times. 9. Variants of chess on chess.com. 10. The Dichotomy of Markets -- Deepak Shenoy. 11. Brave New World -- Episode 203 of The Seen and the Unseen (w Vasant Dhar). 12. Alpha Zero -- Episode 51 of The Seen and the Unseen (w Devangshu Datta). 13. The New World Upon Us -- Amit Varma. 14. Trading Places on Wikipedia. 15. Our Unlucky Children -- Amit Varma. 16. The State of Financial Advice in India -- Episode 4 of the Capitalmind Podcast. 17. Demystifying GDP -- Episode 130 of The Seen and the Unseen (w Rajeswari Sengupta). 18. Indian Society: The Last 30 Years -- Episode 137 of The Seen and the Unseen (w Santosh Desai). 19. An Adman Reflects on Society & the Self -- Episode 199 of The Seen and the Unseen (w Ambi Parameswaran). 20. Doris 'Tanta' Dungey at Calculated Risk. 21. Invest Like the Best -- Patrick O'Shaughnessy's podcast. 22. Market Wizards & The New Market Wizards by Jack D Schwager. 23. What Goes Up -- Eric J Weiner. 24. The Scam: From Harshad Mehta To Ketan Parekh -- Debashish Basu & Sucheta Dalal. 25. The Intelligent Investor -- Benjamin Graham. 26. Rich Dad Poor Dad -- Robert Kiyosaki. 27. The books of Nassim Nicholas Taleb, Steven Pinker, Philip Tetlock, Nate Silver and Per Bylund. 28. Buffet and When Genius Failed by Roger Lowenstein. 29. Books we Like: On Investing, Trading & More -- The Capitalmind team. This episode is sponsored by The Great Courses Plus. Check out their course, The Art of Investing. For free unlimited access for a month, click here. You can now buy Seen/Unseen swag. And do check out Amit’s online courses, The Art of Clear Writing and The Art of Podcasting.

Ep 207: Religion, Food, Indian Society

The Seen and the Unseen - hosted by Amit Varma

  • 30 views
  • 12 days ago
  • 02:28:18

God is a controversial subject, but we can all agree that food exists, and is often divine. Shoba Narayan joins Amit Varma in episode 207 of The Seen and the Unseen to describe her explorations of religion and food in India. Also check out: 1. Food and Faith: A Pilgrim's Journey through India -- Shoba Narayan. 2. Shoba Narayan's books on Amazon. 3. Shoba Narayan's website and columns. 4. The Indianness of Indian Food — Episode 95 of The Seen and the Unseen (w Vikram Doctor). 5. A Scientist in the Kitchen -- Episode 204 of The Seen and the Unseen (w Krish Ashok). 6. The God of Small Feasts -- Shoba Narayan. 7. Meenakshi Ammal's Cook and See: Volumes one, two and three. 8. Vikram Doctor's columns and KT Achaya's books. 9. Harold McGee's books. 10. Fuchsia Dunlop's books. 11. Michael Pollan's books. 12. The Man Who Ate Everything -- Jeffrey Steingarten. 13. Feast: Food of the Islamic World -- Anissa Helou. 14. Feast and Fasts: A History of Food in India -- Colleen Taylor Sen. 15. The Suriani Kitchen -- Lathika George. 16. A Godless Congregation -- Amit Varma. 17. The Big Questions -- Steven E Landsburg. 18. Diana Eck's books. 19. Writers at Work in the Paris Review & and Amazon (1, 2, 3). 20. The Paris Review interview of Ernest Hemingway. 21. Yuganta -- Irawati Karve. 22. Caste, Gender, Karnatik Music -- Episode 162 of The Seen and the Unseen (w TM Krishna). 23. The Making Sense Podcast by Sam Harris. 24. Waking Up: Searching for Spirituality Without Religion -- Sam Harris. 25. Early Indians -- Episode 112 of The Seen and the Unseen (w Tony Joseph). 26. Kerala and the Ivory Throne -- Episode 156 of The Seen and the Unseen (w Manu Pillai). 27. A Meditation on Form -- Amit Varma. 28. A Life in Indian Politics -- Episode 149 of The Seen and the Unseen (w JP Narayan). You can now buy Seen/Unseen swag. And do check out Amit’s online courses, The Art of Clear Writing and The Art of Podcasting.

Ep 206: Lessons From 2020

The Seen and the Unseen - hosted by Amit Varma

  • 22 views
  • 19 days ago
  • 02:47:16

Finally, 2020 is behind us. It changed our world, the way we live our lives, and how we relate to each other and to ourselves. Shruti Rajagopalan and Alex Tabarrok join Amit Varma in episode 206 of The Seen and the Unseen to take stock of the year gone by, with each of them picking five lessons they feel 2020 holds for us. Because they can't count, though, they end up with more than 15 -- here they are, below. (Listen to the episode for the elaborations and arguments.) The Lessons: 0. Don't take anything for granted. (Amit) 1. Don't make the mistake of Omission, Commission, Distinction. (Alex) 2. We should pay more attention to tail risks. (Shruti) 3. Art and Entertainment can be intimate and personal. (Amit) 4. People care more about narratives to explain the world than the world itself. (Amit) 5. We should think more about inter-generational tradeoffs, and consider lowering the voting age. (Shruti) 6. Software is eating the biological world. (Alex) 7. Science is not the problem. The problem is economic illiteracy. (Shruti) 7.5. We should move from collectivized decision-making to respecting individual choice. (Alex) 8. We need to rethink education. Not just the delivery of it, but how we think of education itself. (Amit) 9. A bigger problem than state capacity is state will. (Alex) 10. Politicians don't always behave in a rational, self-interested way. (Shruti) 11. Politics is driven only by tribalism. (Amit) 12. The internet is even better than we thought. (Alex) 13. Markets don't solve everything. (Shruti) 14. We should worry more about computer viruses. (Alex) 15. We should take a closer look at how we relate to other people. (Amit) 15.5 Be like dogs. Live in the moment. (Shruti) Also check out: 1. Elite Imitation in Public Policy -- Episode 180 of The Seen and the Unseen (w Shruti Rajagopalan and Alex Tabarrok). 2. Previous episodes with Shruti and Alex. 3. Previous episodes on Covid-19: 1, 2, 3, 4. 4. The Omission-Commission Error is Deadly -- Alex Tabarrok. 5. Asteroid Deflection as a Public Good -- Alex Tabarrok. (And some other Marginal Revolution posts on asteroids.) 6. The Day the Dinosaurs Died -- Douglas Preston. 7. Unlikely is Inevitable -- Amit Varma. 8. The Hunter Becomes the Hunted -- Episode 200 of The Seen and the Unseen. 9. The YouTube channels of Samay Raina and ChessBase India. 10. Only Fans. 11. 1000 True Fans -- Kevin Kelly. 12. 1000 True Fans? Try 100 -- Li Jin. 13. Marginal Revolution University. 14. ParentData -- Emily Oster's newsletter on Substack. 15. Profit = Philanthropy -- Amit Varma. 16. Modern Principles of Microeconomics -- Tyler Cowen and Alex Tabarrok. (And Macroeconomics.) 17. Collective Action Kills Innovation -- Alex Tabarrok.18. Fixing Indian Education -- Episode 185 of The Seen and the Unseen (w Karthik Muralidharan). 19. The Case Against Education -- Bryan Caplan. 20. Beware of the Useful Idiots -- Amit Varma. 21. Khaana Chahiya. 22. The BJP Before Modi -- Episode 202 of The Seen and the Unseen (w Vinay Sitapati). This episode is sponsored by the podcast, Think Like an Economist, hosted by Betsey Stevenson and Justin Wolfers.  You can now buy Seen/Unseen swag. And do check out Amit’s online courses, The Art of Clear Writing and The Art of Podcasting.  

Ep 205: India's Tryst With Pandemics

The Seen and the Unseen - hosted by Amit Varma

  • 12 views
  • 26 days ago
  • 02:59:08

Pandemic, lockdown, masks, vaccine, state failure, state overreach: India's been here before, and it's been worse. Chinmay Tumbe joins Amit Varma in episode 205 of The Seen and the Unseen to discuss how 40 million lives were lost in the subcontinent between 1817 and 1920 in the cholera, plague and influenza pandemics -- and the lessons we need to learn from them. Also check out: 1. Age of Pandemics -- Chinmay Tumbe. 2. India Moving -- Chinmay Tumbe. 3. India = Migration -- Episode 128 of The Seen and the Unseen (w Chinmay Tumbe). 4. Everyday Technology: Machines and the Making of India's Modernity -- David Arnold. 5. Cholera and Colonialism in British India -- David Arnold. 6. Smritichitre: The Memoirs of a Spirited Wife -- Lakshmibai Tilak (translated by Shanta Gokhale). 7. The British in India: A Social History of the Raj -- David Gilmour. 8. The Great Escape -- Angus Deaton. 9. The Birth of the Modern World -- CA Bayly. 10. Eric Hobsbawm's books on Amazon. 11. Harsh Mander’s Near-Death Covid Experience In Delhi’s Hospitals -- Natasha Badhwar. 12. Fighting Fake News -- Episode 133 of The Seen and the Unseen (w Pratik Sinha). 13. Plague Ports -- Myron Echenberg. 14. A Life Misspent -- Suryakant Tripathi aka Nirala. This episode is sponsored by The Great Courses Plus. Check out their course, An Introduction to Infectious Diseases. For free unlimited access for a month, click here. You can now buy Seen/Unseen swag. And do check out Amit’s online courses, The Art of Clear Writing and The Art of Podcasting.

Ep 204: A Scientist in the Kitchen

The Seen and the Unseen - hosted by Amit Varma

  • 16 views
  • about 1 month ago
  • 03:11:32

Indian cooking is often treated as a mystical art -- but it is the science behind it that should fill us with wonder. Krish Ashok joins Amit Varma in episode 204 of The Seen and the Unseen to speak about Masala Lab, his effort at explaining this great art from scientific first principles. Every meal of yours can now be a romantic adventure filled with the ecstasy of insight -- whether you cook it, eat or or do both while playing the violin. Also check out: 1. Masala Lab -- Krish Ashok. 2. Krish Ashok's website, blog, YouTube, Soundcloud & columns. 3. The Indianness of Indian Food -- Episode 95 of The Seen and the Unseen (w Vikram Doctor). 4. Neurogastronomy -- Gordon M Shepherd. 5. Hot Ones (the spicy wings show) on Wikipedia and YouTube. 6. The Botany of Desire -- Michael Pollan. 7. Ganesh Bagler's homepage, Wikipedia, academic papers and YouTube Channel. 8. Shukto (Ekla Cholo Re). Bloody hell! 9. Salt, Fat, Acid, Heat -- Samin Nosrat. 10. Nisha Madhulika on YouTube. 11. The Ketchup Conundrum -- Malcolm Gladwell. 12. Toddy Chicken -- Vahchef. 13. The Food Lab -- J Kenji López–alt. 14. Modernist Cusine -- Nathan Myhrvold. 15. Modernist Cusine at Home -- Nathan Myhrvold. 16. Bong Eats on YouTube. 17. Saffron Trail -- Nandita Iyer's blog. 18. Salu Kitchen on YouTube. 19. Madras Samayal on YouTube. This episode is sponsored by The Great Courses Plus. Check out their course, Cooking Across the Ages. For free unlimited access for a month, click here. You can now buy Seen/Unseen swag. And do check out Amit’s online courses, The Art of Clear Writing and The Art of Podcasting.