Episode Details
| Title | Sarah Paine Episode 1: The War For India (Lecture & Interview) |
|---|---|
| Date | 1/16/2025 |
| Podcast | Dwarkesh Podcast ↗ |
Key Insights
Bullish:
- 🟢 $INDIA - India's strategic alignment with the US against China could lead to increased economic and military cooperation, potentially benefiting India's global position.
- “Now for India, its primary adversary is China, without a doubt, and the United States, I think, is looking that China poses a primary threat. And to the extent that both of them see it that way, that will make them align and Pakistan less so.” - Sarah (1:04:04)
- 🟢 $WATER - 🔒
- 🟢 $DEFENSE - 🔒
Bearish:
- 🔻 $RUSSIA - 🔒
- 🔻 $CHINA - 🔒