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Shah Spectrum

Shah Spectrum

By: Shah Spectrum
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There's more to a headline than the headline. Shah Spectrum is a daily briefing on finance, macroeconomy and technology. Each episode takes one story from the news and explains what happened, why it happened and why it matters, in about five minutes. No jargon, no hype, and no advice on what to buy or sell. Narrated by an AI-generated voice. Made to explain the news, not as investment advice.© Shah Spectrum Economics
Episodes
  • Anthropic's listing: what the risk factors say
    1 Nov 2026
    Anthropic has filed publicly to list its shares on the Nasdaq. Its paperwork shows about 16 billion dollars of revenue and about 80 billion dollars of losses in the first half of 2026, mostly a non-cash accounting entry. We explain why, and what the company says could go wrong. Related earlier episode: Big AI spending, when does it pay back? (https://darshanhshah.github.io/shah-spectrum-podcast/episodes/shah-spectrum-007-ai-spending.mp3). Sources: Fortune, 26 Oct 2026; Motley Fool, 29 Oct 2026; Forbes, 29 Oct 2026; tastytrade, updated 26 Oct 2026; Tech Insider, 26 Oct 2026; TechPowerUp. The figures come from press coverage of the filing, not the filing itself, and the listing is not confirmed. Anthropic makes Claude, the AI assistant used to help prepare this show. Explanation only, not investment advice. Narrated by an AI-generated version of Mittal Shah's voice.
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    5 min
  • RBI squeezes rupee liquidity: what it means for India
    29 Oct 2026
    The RBI is defending the rupee by making cash scarce, not only by selling dollars. We explain the higher cash reserve requirement, why bank liquidity has shrunk, and why borrowing at home is getting costlier. Related earlier episodes: forex reserves (https://darshanhshah.github.io/shah-spectrum-podcast/episodes/shah-spectrum-003-forex-reserves.mp3) and FPI outflows (https://darshanhshah.github.io/shah-spectrum-podcast/episodes/shah-spectrum-005-fpi-outflows.mp3). Sources: RBI notification of 9 Oct 2026; Business Standard (Bloomberg) 28 Oct 2026; Elets BFSI 28 Oct 2026; SCC Online 9 Oct 2026. The liquidity figure is a Bloomberg Economics estimate, and the RBI has not stated its aim; prices and rates change daily. Explanation only, not investment advice. Narrated by an AI-generated version of Mittal Shah's voice.
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    4 min
  • Hormuz and oil: what it means for India
    29 Oct 2026
    The Strait of Hormuz has been disrupted since 28 February, and oil is still above 100 dollars a barrel. We explain why the strait matters, what Iran and the US each want before it fully reopens, and what it means for India's import bill. Sources: US Energy Information Administration, Today in Energy (16 Jun 2025); Reuters via BusinessDay (27 Oct 2026); DiscoveryAlert (28 Oct 2026); Down To Earth (26 Aug 2026); Free Press Journal (27 Aug 2026). Iran's conditions come from Iranian media and the US response is unpublished; prices change daily. Explanation only, not investment advice. Narrated by an AI-generated version of Mittal Shah's voice.
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    4 min
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