The ‘Let’s Talk macro’ podcast channel is a learning-driven initiative of the IDFC AMC Fixed Income Fund Management team in collaboration with the Learning and Development Team.The podcast channel focuses on global and domestic macroeconomic developments, relevant data, and concepts, coupled with inferences and implications.The podcast is available on more than 40 podcast platforms such as the IDFC YouTube channel, Spotify, Amazon Music, Google Podcast, Tune IN and so on.
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Contact path
Verified email
Booking probability
40%
Guest openness
Selective
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Signup to Generate a PitchThe ‘Let’s Talk macro’ podcast channel is a learning-driven initiative of the IDFC AMC Fixed Income Fund Management team in collaboration with the Learning and Development Team. The podcast channel focuses on global and domestic macroeconomic developments, relevant data, and concepts, coupled with inferences and implications.
Recent episodes include "Ep 040 - China - The Split Economy" (2 September 2026, 11 minutes), "Ep 039 - Embracing Uncertainty: Macroeconomic Outlook" (2 September 2026, 16 minutes), and "Ep 038 - As the Tide Turns" (2 September 2026, 15 minutes).
Let’s Talk Macro publishes roughly monthly, with episodes averaging 14 minutes across 40 episodes.
Booking probability for Let’s Talk Macro is 40%, and the host is rated Selective on guests. Let’s Talk Macro requires a Pod Score of 80 or higher. Let’s Talk Macro's contact route on record: verified email.
The strongest fits for Let’s Talk Macro are Investment Banking & Trading. Let’s Talk Macro has a business audience.
Let’s Talk Macro is a business podcast with 40 episodes published.
Our AI reads these to draft pitches. Use them as grounding for a pitch that cites a real guest and a specific topic.
Let’s Talk Macro
In this episode, we discuss the slowdown in China’s domestic economy, the policy strategies being employed to address it, and the country’s robust exports. We also examine the challenges this divergence creates for the...
Let’s Talk Macro
In this episode, we discuss the global and Indian macroeconomic outlook amid elevated uncertainty on geopolitics, AI and global interest rate drivers. Join Sreejith Balasubramanian, Sr. Economist in the Fixed Income...
Let’s Talk Macro
In this episode, we explore the impact of the US–Iran agreement, recent measures to support foreign capital inflows, and the evolving global macro landscape. We also discuss how these developments influence India’s...
Let’s Talk Macro
In this episode, we explore how global markets are grappling with shifting concerns amid ongoing geopolitical tensions. How is this environment different from the 2020 pandemic and the 2022 Russia-Ukraine conflict? And...
Let’s Talk Macro
In this episode, we explore the Iran war and how it is emerging as a global stress test for the economy. From the origins of the conflict to the economic linkages it has exposed, the discussion highlights the risks...
Let’s Talk Macro
In this episode, we highlight the improvements and noteworthy aspects of India’s new CPI series and explore its implications for the underlying inflation trend and monetary policy. Join Sreejith Balasubramanian...
Let’s Talk Macro
In this episode, we highlight the key elements to look for in the upcoming Union Budget and explore the trajectory within the new fiscal framework. Join Sreejith Balasubramanian, Economist in the Fixed Income Fund...
Let’s Talk Macro
Although 2025 draws to a close, global and domestic economies continue to be marked by uncertainty, policy shifts, and diverging growth paths. In this episode of Let’s Talk Macro, we discuss the key economic narratives...
In this episode, we discuss India’s fiscal performance versus the FY26 budget estimates and explore the fiscal flexibility that could emerge from FY27 while staying credible under the new Debt-to-GDP framework. Join...
Let’s Talk Macro
In this episode, we discuss the significance of monsoon and what rural wages, farm input costs, and other indicators reveal about the health of India’s rural economy. Join Sreejith Balasubramanian, Economist in the...
In this episode, we discuss why the passthrough of higher tariffs to US consumer prices is likely to be more moderate and drawn-out, and how this, along with a weaker labour market, supports further rate cuts by the...
In this episode, we explore India’s current economic backdrop, the potential impact of GST rate rationalisation, higher US tariffs, and the continuation of fiscal credibility. Join Sreejith Balasubramanian, Economist in...
Let’s Talk Macro
In this episode, we explore the continuing challenges facing the Chinese economy, the impact of recent fiscal measures, and the implications of frontloaded growth in the first half of the year. Join Sreejith...
Let’s Talk Macro
We discuss the Fed’s dual goals, the current situation and outlook for US inflation and labour market, and what is driving the Fed’s current policy stance. Join Sreejith Balasubramanian, Economist in the Fixed Income...
Let’s Talk Macro
Is India’s economy steady amidst rising global uncertainty? In this episode, we return to domestic macro dynamics – covering key economic data, fiscal and monetary outlooks, global linkages, and India’s structural macro...
Let’s Talk Macro
US tariff changes are making headlines, financial markets are sending mixed signals, and the US Dollar is weakening—but what does it all mean? Join Sreejith Balasubramanian, Economist in the Fixed Income Fund Management...
Let’s Talk Macro
We look at the weaker US economic data, its reasons, uncertainty around tariffs and other Trump 2.0 policies, the US Fed’s views on these, recent global developments, and what this means for the USD and for India. Join...
Let’s Talk Macro
India’s union fiscal consolidates, the RBI cuts rates, and takes liquidity measures, but the US dollar remains a key variable. Join Sreejith Balasubramanian, Economist in the Fixed Income Fund Management team at Bandhan...
Let’s Talk Macro
The year turns, but US momentum stays strong, with significant implications for both advanced and emerging economies. Join Sreejith Balasubramanian, Economist in the Fixed Income Fund Management team at Bandhan Mutual...
Let’s Talk Macro
As 2024 comes to a close, the final episode of Let’s Talk Macro looks ahead to 2025, exploring the key economic trends that could shape the year. Join Sreejith Balasubramanian, Economist in the Fixed Income Fund...
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Bandhan Mutual Fund
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