TRANSFIN. LongShorts with Nikhil Arora and Sharath Toopran
TRANSFIN. LongShorts with Nikhil Arora and Sharath Toopran
S2 Ep17: Bad Apple, WeNotWork, Reserve(d)
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S2 Ep17: Bad Apple, WeNotWork, Reserve(d)

Welcome to Season Two! There is already too much ground to cover; but let's dig straight into:

  • Apple's China Problem, China's America Problem et al

  • WeWork is a Real Estate Co After all. Duhh!

  • How to Measure RBI's Reserve Adequacy?

Also: Check out the Funky Reserve Benchmark Chart we spoke of at https://twitter.com/Nikhil26A/status/1081445348302831617

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