Raghuram Rajan

Raghuram Rajan, former Governor of the Reserve Bank of India and a distinguished professor at the University of Chicago Booth School of Business, shares his insights on the financial landscape. He discusses why gold is surging, driven by geopolitical distrust and low real rates. Rajan warns about the risks of frothy markets and the potential disconnect between rising equities and safe-haven assets. He also highlights concerns over systemic risks from private credit and urges central banks to monitor investments carefully amidst evolving political pressures.

Raghuram Rajan, former RBI governor and IMF chief economist now leading the Group of Thirty, reflects on central banking and financial stability. He revisits his 2005 warning on hidden tail risks. He explains QE’s ratcheting effect on the Fed’s balance sheet, how bank liabilities shift under QE, and policy tools like term deposits and pricing support to curb liquidity dependence.

Raghuram Rajan, former Reserve Bank of India governor and co-author of 'Breaking the Mold,' joins Rohit Lamba to discuss innovative strategies for India's growth. They emphasize shifting from traditional labor-intensive manufacturing to harnessing human capital. Rajan critiques the outdated development paths of other emerging markets, advocating for service-oriented growth and improved education. The hosts explore India's Production Linked Incentive scheme, the necessity of structured apprenticeship programs, and the importance of local governance in sustainable development.

In this episode, Dr. Raghuram Rajan, former governor of the Reserve Bank of India, discusses the political landscape of 2024 and future trends, addresses the criticism of India becoming an extremist Hindu nation, explores the intersection of religion, job creation, and equality in India, emphasizes the significance of becoming someone of value and being friendly for personal and national growth, addresses the issue of malnutrition in India, and discusses the importance of manufacturing and service sector jobs in the country.

Raghuram Rajan, Indian economist and Professor of Finance at the University of Chicago, discusses the causes of the global financial crisis, the risks in the financial system, and the challenges of targeting financial stability in monetary policy.

Raghuram Rajan, the Former RBI Governor, shares his insights on India's economic challenges as it navigates a complex global landscape. He discusses the impact of US tariffs, questioning their effect on India’s GDP growth and job market. Rajan highlights the necessity for human capital investment and the urgent need for education reform. He also addresses the disruption caused by AI and emphasizes the importance of ambition and adaptability for the youth. His views prompt a rethink on how India can secure its economic future amidst shifting geopolitics.

Raghuram Rajan, former Governor of the Reserve Bank of India, discusses the Fed's role in the US economy, its response to the pandemic, and the influence of central banks in causing inflation. The podcast explores the power of central banks, their response to inflation during the pandemic, and the impact on government finances. It also examines alternative approaches to the Fed's decision-making and the role of central banks and politicians in exacerbating inflation.

Raghuram Rajan, economist, University of Chicago professor and former RBI governor, discusses India’s service-led growth and how AI might reshape it. He explores which services are vulnerable or resilient, how platforms may capture value, and policy priorities like human capital, universities, and digital access. The conversation weighs risks of concentration against opportunities for adaptation and continued growth.

Raghuram Rajan discusses India's economic prospects. Kate Moore talks about equity sentiment, inflation, and the Fed. Julie Norman dives into the war in Israel and geopolitics.

Renowned Indian economist Raghuram Rajan discusses why India should focus on services-based development, dealing with economic inequality, engaging with Western business, and the critical role of democracy in India's economic success.