Writing

Here’s a glimpse into my writing on finance, macro, digital currencies, and other ideas I’m excited about. Enjoy reading — and don’t forget to subscribe at economicshub.substack.com!

1. Substack

   Iran War is More Than Just Oil

   This analysis investigates the systemic second and third-order effects of the escalating Iran conflict on the global economy. It breaks down how the conflict is tightening bottlenecks in non-oil sectors people often overlook such as agriculture, shipping, semiconductors, energy and more.

2. Substack

   Will the AI Boom Actually Hollow Out Its Own Customers?

   In this article, I explore and challenge the usual AI doomsday narratives with necessary counter-arguments to provide a more nuanced view of the AI transition and enterprise technology adoption.

3. Instagram

   Beyond LLM-Driven Chatbots: The Case for Privacy-Focused Miniature AI Models

   Miniaturised AI may not match the robustness and convenience of large language models (LLMs), but they may address the critical concerns surrounding data privacy, resource efficiency, and architectural complexity.

4. The Boar

   Is War Good for the Economy?

   Explains how inflation, deficit finance, and military outlays can inflate GDP during war while hiding declines in living standards and productive capacity.

   Also available as a PDF Report (Download)

5. Instagram

   A Year in Finance: Top Stories, Major Shifts and Evolving Trends

   A reflection on key themes that shaped the markets — from rate hikes to tech narratives.

6. Substack

   Central Bank Digital Currency and the Dystopian World of a Cashless Economy

   As money grows increasingly programmable and traceable, should we sacrifice our autonomy in exchange for greater financial convenience?

7. Substack

   A Sample Newsletter

   A quick walkthrough of my newsletter format — featuring curated insights, market reflections, and key ideas to keep you ahead.

8. Instagram

   Uncovering the 1992 Securities Scam: How an Indian Stockbroker Gamed the Financial System

   The original Harshad Mehta story — fraud, loopholes, and lessons still relevant.

9. Substack

   The Panic of 1825 and How it Challenged the Credibility of Classical Economics

   How distinctively different schools of thoughts offer an explanation to the financial panics of the 19th century

10. Substack

    The Rise of Decentralized Prediction Markets

    What they are, How they work and Why they could be the future