Trump’s Effect on Indian Economy, Investment Opportunities & US vs India |Saurabh |FO454 Raj Shamani

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Disclaimer: This video is intended solely for educational purposes and opinions shared by the guest are his personal views. We do not intent to defame or harm any person/ brand/ product/ country/ profession mentioned in the video. Our goal is to provide information to help audience make informed choices. The media used in this video are solely for informational purposes and belongs to their respective owners.

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Timestamps -

00:00 – Intro
04:57 – Raj Shamani x Saurabh Mukherjea begins
08:24 – Mimetic desires
15:21 – The Indian community as a scapegoat
19:20 – China’s leverage
25:27 – The rupee heading towards 100
35:52 – Increase in Gen Z spending
41:48 – Decrease in taxes
46:07 – Impact of AI in 2026
56:00 – Second-order beneficiary companies
1:17:25 – Restrictions on F&O
1:19:50 – Rise of women’s cricket
1:34:23 – Samay Raina’s contribution to chess
1:36:59 – Geography and sports
1:40:15 – Pollution and politics
1:44:12 – Hosting in an alcohol-prohibited state, census, and narratives
1:52:51 – Earning money when everything is falling apart
1:56:40 – Is the Indian economy dependent on the US?
2:00:10 – The old narrative of India
2:05:07 – Why does the US want India to become a scapegoat?
2:08:01 – Double-digit growth and Elon Musk
2:13:20 – Will big companies make profits?
2:19:47 – Gold and silver
2:24:51 – Closing thoughts
2:24:54 – BTS
2:25:47 – Outro

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In today’s episode, we have Saurabh Mukherjea, Author and Founder of Marcellus Investment Managers, sharing clear and practical insights on money and what to expect in 2026. We talk about what’s happening in America, Trump’s role in global politics, and why India often ends up being blamed in bigger economic narratives. The conversation also covers the ups and downs of the Indian economy and what growth is actually real.

We then discuss how earning and spending are changing. How gig income is becoming a main source of money, not just a side hustle, and Gen Z is changing how and why people buy things. We also explore new opportunities in sports, especially the rapid rise of women’s cricket as a serious business and career space.

We further talk about pollution and politics, and how closely they are connected. These two forces are likely to shape policies, investments, and public decisions in 2026, making them important themes to watch.

Subscribe for more such conversations!

Follow Saurabh Mukherjea Here:
LinkedIn:   / saurabh-mukherjea-36196b2  

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About Raj Shamani
Raj Shamani is an Entrepreneur at heart that explains his expertise in Business Content Creation & Public Speaking. He has delivered 200+ speeches in 26+ countries. Besides that, Raj is also an Angel Investor interested in crazy minds who are creating a sensation in the Fintech, FMCG, & passion economy space.

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About Figuring Out
Figuring Out Podcast is a Candid Conversations University where Raj Shamani brings raw conversations with the Top 1% in India.