In Conversation with Aniket Shah.

Analyst. Academic. Optimist.

Aniket Shah leads Washington Policy and Sustainability Research at Jefferies, one of the world’s largest investment banks, where his team has been ranked number one in the US and Europe for several years running. He is also an Oxford-trained economic geographer, a Columbia adjunct professor, and someone who has spent his career moving between worlds most people choose between — finance, development, academia, sustainability — claimed by none, at home in all.

In our conversation, Aniket challenges two assumptions hiding in plain sight: that markets drive economies while governments follow, and that the capitalism we inherited is simply how things are. He makes the case, with data and without ideology, that both are wrong, and that understanding how we got here reveals it doesn't have to be this way.

A note on timing: this conversation was recorded before the World Bank published its landmark reversal on industrial policy (March 17, 2026). Aniket has been making this argument for eleven years. The world is catching up.

Host: Meredith Ogilvie-Thompson

Sound Editing: Dax Krishna and the team at SpeechDocs

Music: Ilya Kuznetsov

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Episode ID: 1000755754081

GUID: substack:post:190928416

Release Date: 17/03/2026, 16:30:00