Last year, when Trump's tariffs blindsided the world, we called
Mohit Satyanand. He made sense of the chaos before most people had even figured out what to panic about.
This time, we didn't wait.
A war broke out in the Middle East, the Strait of Hormuz closed, and within days India was rationing cooking gas, cancelling flights and watching the rupee slip. Everyone has an opinion, but Mohit has something rarer. He has his skin in the game. As an investor who has spent decades watching India's economy up close, his question isn't what happened. It is what it reveals about India's deepest, oldest vulnerabilities.
He explains the oil dependency we've ignored for 50 years. How we have seven days of strategic reserves nobody talks about. The remittances that hold up millions of households. And the uncomfortable truth that none of this should have caught us off guard.
In this episode of Two by Two, Mohit sits down with Rahel Philipose and Praveen Gopal Krishnan to answer not what is happening, but what it means for India and for how long.
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This episode of Two by Two was produced by Uddantika Kashyap.
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