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William Green on Warren Buffett, Charlie Munger, Art of subtraction and how to be Richer, Wiser and Happier
<p>My guest for today is <a href="https://www.williamgreenwrites.com/">William Green</a>. William is the author of very popular book <a href="http://www.williamgreenwrites.com/https://www.amazon.com/s?k=richer+wiser+happier&language=en_US&adgrpid=122028437926&gclid=CjwKCAjww8mWBhABEiwAl6-2RQdpe2kFNVdEUOJhRU1xHOP4QE_tN-QKjM1EtTcOLVys2PVGQQJxCxoCjoMQAvD_BwE&hvadid=585795966921&hvdev=c&hvlocint=9061624&hvlocphy=1007785&hvnetw=g&hvqmt=e&hvrand=15010458103398432392&hvtargid=kwd-991320777806&hydadcr=13087_13403219&tag=usgostddeen-20&ref=pd_sl_96lurxzgix_e-wiser-happier/"><em>Richer, Wiser, Happier: How the World’s Greatest Investors Win in Markets and Life </em></a></p>
<p>Over the last quarter of a century, he has interviewed many of the world’s best investors, exploring in depth the question of what qualities and insights enable them to achieve enduring success. He’s written extensively about investing for many publications and has also given many talks about the lessons we can learn from the most successful investors, not only about how to invest but about how to improve our thinking.</p>
<p>Green has written for many leading publications in the US and Europe, including <em>The New Yorker</em>, <em>Time</em>, <em>Fortune</em>, <em>Forbes</em>, <em>Barron’s</em>, <em>Bloomberg Markets</em>, and <em>The Economist</em>. He has reported in places as diverse as China, India, Japan, the Philippines, Bangladesh, Saudi Arabia, South Africa, the US, Mexico, England, France, Monaco, Poland, Italy, and Russia. He has interviewed presidents and prime ministers including our own Manmohan Singh, inventors, criminals, prize-winning authors, the CEOs of some of the world’s largest companies, and countless billionaires.</p>
<p>He also worked closely with a renowned hedge fund manager, Guy Spier, helping him to write his much-praised 2014 memoir, <em>The Education of a Value Investor: My Transformative Quest for Wealth, Wisdom, and Enlightenment</em>. Green also wrote and edited <em>The Great Minds of Investing</em>, which features short profiles of 33 renowned investors, along with stunning portraits created by Michael O’Brien, one of America’s preeminent photographers.</p>
<p>Born and raised in London, Green was educated at Eton College, studied English literature at Oxford University, and received a Master’s degree from Columbia University’s Graduate School of Journalism. He lives in New York with his wife, Lauren, and their children, Henry and Madeleine.</p>
<p>Show Notes:</p>
<p><br></p>
<p>0:00-8:15 : Introduction</p>
<p>08:15-15:32 : About his book - ‘Richer, Wiser, Happier’</p>
<p>15:32-22:37 : Important things William has learnt from successful people & their traits</p>
<p>22:37-37:21 : The 'Art of subtraction' & how it has helped & impacted William</p>
<p>37:21-42:26 : Role played by insights as well as luck for great investors</p>
<p>42:26-49:06 : What's it like to meet billionaires - there is a combination of arrogance, pride, vulnerability, fragility etc</p>
<p>49:06-53:51 : What drives Warren Buffett and his partnership with Charlie Munger for 50 odd years</p>
<p>53:51-1:00:19 : How does one balance between the concept of diversification and concentration</p>
<p>1:00:19-1:10:09 : How do great investors think through the market cycles, the chaos, the calmness</p>
<p>1:10:09-1:19:14 : Investment done by any person that has fascinated William</p>
<p>1:19:14-1:29:04 : Happiness quotient of rich & wise people</p>
<p>1:29:04-1:42:01 : Advice to 20 year self</p>
<p>1:42:01-1:50:40 : How does William bring himself back to normality after being with these rich people</p>
Listen:
Vikas Khemani - Founder & CEO of Carnelian Asset Management
<p>My guest for today is <a href="https://www.linkedin.com/in/vikas-khemani-08a0644/">Vikas Khemani</a>. Vikas is Founder & CEO of <a href="https://www.carneliancapital.co.in/">Carnelian Asset Management</a>. He has ~25 years of capital markets experience, before founding Carnelian, he was CEO of Edelweiss Securities Ltd, where he spent 17 years incubating & building several businesses to leadership position including Institutional Equities and Equity Research. he enjoys strong relationships with Corporate India and is associated with several Industry bodies & committees including the CII National Council on Corporate Governance, FICCI Capital Markets Committee, Executive Council of Bombay Management Association. He is also a member of Young Presidents Organization (YPO), a global forum for entrepreneurs and CEOs and was awarded Young Professional Achievers Award for the service sector by the ICAI in 2014. His passion for investing took shape during his college days and continues to drive him.</p>
<p>Besides being an avid reader and poker player, Vikas enjoys yoga, meditation and has been running marathons since the last 15 years</p>
<p>This episode is brought to you by<a href="https://multipie.co/"> multipie.co</a> where we believe Investing is an ignored life skill. Multipie is building up a platform where people can form communities and learn, share , collaborate on growing their wealth using the right tools. We want your hard earned money to work for you.</p>
<p>Show Notes:</p>
<p>00:00-02:40 Introduction</p>
<p>02:40-04:06 Vikas's EBC Trek Experience</p>
<p>04:06-10:11 About Vikas & Carnelian journey</p>
<p>10:11-13:55 Vikas's perspective on his tweet - "The desire to perform all the time is usually a barrier to performing over time."</p>
<p>13:55-18:02 Carnelian strategy and the shift in their strategy</p>
<p>18:02-21:40 Sector within Manufacturing sector where Vikas sees more potential</p>
<p>21:40-25:11 Does Vikas classify himself as a contrarian investor & when is big money made according to him</p>
<p>25:11-30:20 Vikas's best and worst investments</p>
<p>30:20-32:20 What is worse - 'Buying a wrong company' or 'selling a good company early'</p>
<p>32:20-35:34 Vikas's view on the financial sector</p>
<p>35:34-39:21 Vikas's view on the Reliance Industries</p>
<p>39:21-43:12 Investing lessons one learns from Poker</p>
<p>43:12-47:44 Vikas's view on digital businesses in India & their valuation</p>
<p>47:44-49:58 Stocks to avoid</p>
<p>49:58-53:00 Breaking Stereotypes</p>
<p>53:00-56:30 Healthy habits that one can incorporate in their daily life</p>
<p>56:30-1:00:10 How does Vikas make sure he is right on his spiritual track too</p>
<p>01:00:10-1:01:10 Book recommendation</p>
<p>1:01:10-1:02:30 Vikas's personal investment asset allocation</p>
<p>1:02:30-1:04:50 Regrets & things Vikas is looking forward to in life going ahead</p>
<p>1:04:50-1:07:01 Advice to 20 year self</p>
Listen:
Pravin Jadhav - Founder & CEO of Raise Financial Services
<p>My guest for today is <a href="https://www.linkedin.com/in/pravinj/">Pravin Jadhav</a>. Pravin Jadhav, or PJ is Founder & CEO of <a href="https://dhan.co/">Raise Financial Services</a>. He is known in the startup & technology ecosystem for building products from scratch and scaling them up from zero. Prior to Raise, Pravin was the Founder, Managing Director, and CEO of Paytm Money, where he built the product and company from zero to become India's largest investment platform.</p>
<p>In his previous roles, Pravin was Chief Growth & Product Officer at Servify, Head of Growth at Freecharge, and led product for Mobile and eCommerce at Rediff. He has 2 decades of experience across verticals like Invest-tech, Payments, eCommerce, Online Advertising, Social, Search, and Mobile.</p>
<p>This episode is brought to you by<a href="https://multipie.co/"> multipie.co</a> where we believe Investing is an ignored life skill. Multipie is building up a platform where people can form communities and learn, share , collaborate on growing their wealth using the right tools. We want your hard earned money to work for you.</p>
<p>Show Notes:</p>
<p><br></p>
<p><strong>0:00-2:27</strong> Introduction.</p>
<p><strong>02:27:00-8:54</strong> PJ's journey.</p>
<p><strong>08:54-15:00</strong> What is PJ currently doing, how is it different from Paytm Money ?</p>
<p><strong>15:00-22:49</strong> How does PJ reconcile between traders & investors data sets?</p>
<p><strong>22:49-28:52</strong> How does Dhan's vision fit into the next phase of the broking industry?</p>
<p><strong>28:52-33:22</strong> How does PJ balance between the customer feedback and feature release?</p>
<p><strong>33:22-38:01</strong> Investor behaviour changes seen in recent times.</p>
<p><strong>38:01-39:17</strong> There are two applications by Raise - one for trading and other for investing, how does PJ reconcile and about branding?</p>
<p><strong>39:17-43:59</strong> Personal investment asset allocation of PJ.</p>
<p><strong>43:59-49:14</strong> Views on 'social meets investing'.</p>
<p><strong>49:14-51:32</strong> What makes PJ so active on social media? It's upsides & downsides.</p>
<p><strong>51:32-58:50</strong> How is PJ preparing himself ,being part of a startup, amidst the market slowing down ?</p>
<p><strong>58:50-1:01:09</strong> Breaking Stereotype according to PJ.</p>
<p><strong>01:01:09-01:04:07</strong> What advice will PJ give to his 20 year old self</p>
Listen:
Amit Jeswani : Founder & CIO at Stallion Asset
<p>My guest for today is <a href="https://www.linkedin.com/in/amitjeswanicfa/">Amit Jeswani</a> who is founder and CIO of Stallion Asset Management. Amit is a double charter and has successfully completed his Chartered Financial Analyst (Virginia, USA) and Chartered Market Technician (New York, USA) certifications. A graduate in business with finance from Kingston University, London, he has been investing in the capital markets from the last 13 years, having started at a tender age of 16 alongside his father who was a stock broker. With humble beginnings, he started Stallion Asset as a Research Analyst firm, and with the trust of his clients, Stallion Asset has scaled up to become a Portfolio Management Service Firm. </p>
<p>This episode is brought to you by<a href="https://multipie.co/" rel="ugc noopener noreferrer" target="_blank"> multipie.co</a> where we believe Investing is an ignored life skill. Multipie is building up a platform where people can form communities and learn, share , collaborate on growing their wealth using the right tools. We want your hard earned money to work for you.</p>
<p>Show Notes:</p>
<p><strong>00.00- 2.09 mins:</strong> Introduction</p>
<p><strong>2.10- 4.04 mins:</strong> Amit Jeswani’s life journey & what made him enter equity markets</p>
<p><strong>4.05- 7.55 mins:</strong> 1st biggest mistake while investing</p>
<p><strong>7.56- 11.18 mins:</strong> What made Amit become an active investor from an active trader</p>
<p><strong>11.19- 19.09 mins:</strong> What are the major trends Amit is optimistic on</p>
<p><strong>19.10- 22.43 mins:</strong> Views on emerging monopolies (market leaders)</p>
<p><strong>22.44- 25.16 mins: </strong>Interpretation of recent FII selling in the market</p>
<p><strong>25.17- 28.50 mins: </strong>Fed has started tightening the market, time to be conscious now?</p>
<p><strong>28.51- 36.50 mins:</strong> Which industry will benefit the most from the growth trajectory of increasing per capita income in India?</p>
<p><strong>36.51-</strong> <strong>41.09 mins:</strong> What are the specific segments Amit is specifically bullish on under PLI schemes announced by the government?</p>
<p><strong>41.10- 45.15mins:</strong> New-age tech companies having long term superior advantage</p>
<p><strong>45.16- 49.10 mins: </strong>What risk factors & other metrics to consider while allocating capital</p>
<p><strong>49.11- 52.23 mins:</strong> Does Amit use technical parameters along with the fundamental analysis while choosing stocks for the portfolio</p>
<p><strong>52.54- 59.04 mins:</strong> How Indian markets will look like in the next 10 years?</p>
<p><strong>59.05- 1.01.20 mins:</strong> What advice will Amit give to his 20-year-old self?</p>
<p><strong>1.01.21-1.04.54 mins: </strong> Investment stereotypes according to Amit?</p>
Listen:
S Naren - Executive Director and CIO for ICICI Prudential AMC
<p>My guest for today is <a href="https://www.icicipruamc.com/about-us/management-team/management/mr.-sankaran-naren">S Naren</a>. Naren is the ED and CIO for <a href="https://www.icicipruamc.com/">ICICI Prudential AMC</a>. Naren joined the AMC in 2004 as fund manager and has worked in various capacities in the investment function culminating in his taking over as the Chief Investment Officer. He oversees the entire investment function across the Mutual Fund and the International Advisory Business. He currently manages some of the flagship schemes of the ICICI Prudential Mutual Fund. </p>
<p>After obtaining a B. Tech degree from IIT Chennai, Naren finished MBA in finance from IIM Kolkota and worked with financial service organizations like Refco Sify Securities India Pvt. Ltd., HDFC Securities Ltd. and Yoha Securities in various positions prior to joining ICICI Prudential AMC.</p>
<p>Naren has many laurels to his credit. He is a leading voice on the Indian economy/ equity markets across the investment and financial services fraternity. Mr. Naren was also a member of the esteemed panel of invitees for the Honorable Prime Minister’s Pre-Budget consultation meet for 2020. In recognition of his work, various leading investment authors have featured him through dedicated chapters in their investment books. He is widely recognized as India’s leading Mutual Fund and Capital Market Investment Guru</p>
<p>Mr. Sankaran Naren is also a member of the Committee on Equity matters at AMFI.</p>
<p>This episode is brought to you by<a href="https://multipie.co/"> multipie.co</a> where we believe Investing is an ignored life skill. Multipie is building up a platform where people can form communities and learn, share , collaborate on growing their wealth using the right tools. We want your hard earned money to work for you.</p>
<p>Show Notes</p>
<p><strong>0.42: </strong>Introduction</p>
<p><strong>3.00: </strong>Investing philosophy of S Naren over the years</p>
<p><strong>5.51: </strong>Naren’s point of view on how global banks control the stock markets</p>
<p><strong>9.04: </strong>RBI’s inflation view</p>
<p><strong>11.03: </strong>How is the commodity led inflation impacting India and the markets</p>
<p><strong>13.23: </strong>Naren’s approach to asset allocation</p>
<p><strong>16.41: </strong>Thoughts on various asset classes</p>
<p><strong>20.26: </strong>Views on Indian and global equities</p>
<p><strong>22.10: </strong>Understanding value investing and avoiding value trap</p>
<p><strong>26.18: </strong>Naren’s perspective on the metal sector from a value investing point-of-view</p>
<p><strong>28.45: </strong>Naren’s thesis on the Indian banking sector</p>
<p><strong>31.50: </strong>Retail participation in the stock markets</p>
<p><strong>34.49: </strong>Thoughts on the insurance sector</p>
<p><strong>35.56: </strong>Thesis on the real-estate sector and REITs</p>
<p><strong>37.38: </strong>Learnings from Howard marks and Michael Mauboussin</p>
<p><strong>40.17: </strong>Naren explaining his statement “Investing is buying, sizing and selling”</p>
<p><strong>42.09: </strong>Naren’s view point on India in the next decade</p>
<p><strong>44.29: </strong>Naren’s personal investing journey</p>
<p><strong>47.19: </strong>Outlook on the new growth loss making companies</p>
<p><strong>49.36: </strong>Role of co-fund managers in the ICICI Prudential team</p>
<p><strong>52.24: </strong>Challenges of having a small child at home and improvement in oneself</p>
<p><strong>54.38: </strong>Naren’s view on the different stereotypes that investors have</p>
<p><strong>59.17 </strong>Advice to your own 20 year self</p>
Listen:
Siddharth Bhaiya - Managing Director and Fund Manager at Aequitas Investment Consulting Pvt Ltd
<p>My guest for today is <a href="https://twitter.com/sidd1307">Siddharth Bhaiya</a>. Siddhartha is the Managing Director and Fund Manager at <a href="https://www.aequitasindia.in/">Aequitas Investment Consulting Private Limited</a>, a boutique investment firm focusing primarily on PMS and AIF offerings. He is a qualified Chartered Accountant and the driving force behind Aequitas Investment and has over 20 years of experience into Equity research and Equity Fund Management. With Siddhartha’s multibagger and contrarian stock picking approach, Aequitas has delivered ~31% CAGR returns over the last 9 years leading to ~1020% absolute returns. He has been instrumental in taking Aequitas from a start-up to a $250 mn AUM with one of the best performance track record in the industry. He believes in generating outsized returns by investing in small cap undiscovered companies. With exposure across all market capitalization companies, he is a specialist in bottom-up stock selection. Siddhartha started his career as a Research Analyst with Sushil Finance and has worked with Stratcap Securities, Principal PNB AMC & Reliance Capital Asset Management (RCAM).</p>
<p>This episode is brought to you by<a href="https://multipie.co/"> multipie.co</a> where we believe Investing is an ignored life skill. Multipie is building up a platform where people can form communities and learn, share , collaborate on growing their wealth using the right tools. We want your hard earned money to work for you.</p>
<p>Show Notes</p>
<p><strong>0.48- 2.47</strong> Introduction</p>
<p><strong>2.48- 5.05</strong> Why Siddharth’s bio says - “I am the next multibagger”</p>
<p><strong>5.06- 10.31</strong> Siddhartha’s life journey before starting Aequitas & what made him start his own fund management company</p>
<p><strong>10.31- 11.54 </strong>Aequitas’s journey from getting its first cheque from initial clients</p>
<p><strong>11.55- 16.58</strong> Psychology of money & how to actually implement it?</p>
<p><strong>16.59- 20.10</strong> How can one learn to hold stocks even during drawdowns?</p>
<p><strong>20.11- 29.26</strong> How to identify multibaggers & consistently hold on to them for a long period to create wealth</p>
<p><strong>29.27- 32.55</strong> What does contrarian investing actually mean?</p>
<p><strong>32.56-40.52</strong> Detecting right cycles at the right time</p>
<p><strong>40.53-43.28</strong> Sectors/themes Siddhartha is bullish on</p>
<p><strong>43:00</strong> Why bullish on Infrastructure as a sectoral theme</p>
<p><strong>43:29</strong> How should individual react to FED hikes and recent drawdowns</p>
<p><strong>49:55</strong> Aequitas 5 year performance and how did Siddharth bounce back post Mar-20 drawdown</p>
<p><strong>53:09</strong> What did Siddharth learn from his mistakes about selling stocks early</p>
<p><strong>55:44</strong> Views on IPO listings in 2021 and if Siddharth likes any</p>
<p><strong>59:10</strong> Do as the promoter do - how to track promoter activity</p>
<p><strong>1:00:00</strong> Why should parents teach delayed gratification to kids</p>
<p><strong>1:03:16</strong> Stocks that changed Siddharth’s life - Bharti Airtel and Avanti Feeds</p>
<p><strong>1:06:08 </strong>Why should investors NOT research ideas not in their valuation range</p>
<p><strong>1:09:00</strong> Why Gold should be part of investment allocation</p>
<p><strong>1:13:44</strong> We are in the business of making mistakes, not repeating them</p>
<p><strong>1:18:00</strong> Book recommendation for all - One up on Wall Street</p>
<p><br></p>
Listen:
Anthony "Pomp" Pompliano and Sumit Gupta - All things about Crypto
<p>We have a special episode today..we are bringing two of the world’s leading crypto experts as guests.</p>
<p><a href="https://twitter.com/APompliano"><strong>Anthony Pompliano</strong></a></p>
<p> Anthony “Pomp” Pompliano is an entrepreneur and technology investor. Most people simply call him “Pomp.” Pomp currently manages an investment portfolio valued at more than $500 million, including investments in many of the largest companies across the bitcoin and crypto industry.</p>
<p>Additionally, he hosts the popular podcast “The Pomp Podcast,” which has been downloaded more than 20 million times. Pomp also writes a daily letter that is read by more than 150,000 investors each morning. Lastly, Pomp’s interests lie at the intersection of finance, technology, entrepreneurship, and economics, which he tweets about extensively to his more than 700,000 followers.</p>
<p><a href="https://twitter.com/smtgpt"><strong>Sumit Gupta, Co-Founder & CEO, CoinDCX</strong></a></p>
<p><a href="https://www.linkedin.com/in/smtgpt/"><u>Sumit Gupta</u></a> is Co-Founder and Chief Executive Officer (CEO) of CoinDCX, India’s first crypto unicorn and the safest cryptocurrency exchange. As a pioneer in India’s crypto industry, Sumit has been instrumental in bringing the emerging asset class to the consciousness of India’s mainstream. In his role, Sumit is responsible for the overall strategy and growth of CoinDCX, and is the driving force behind the company’s vision to onboard 50 million Indians into crypto.</p>
<p>As co-chair of the Blockchain and Crypto Assets Council (BACC), a part of IAMAI, whose members are crypto exchanges operating in India, Sumit is an influential industry figure who advocates actively for better understanding and adoption of crypto. Together with his team at CoinDCX, Sumit is committed to democratizing access to crypto for India, empowering Indians to manage their digital wealth in an increasingly digital and decentralized future. Sumit holds an Undergraduate and Master’s degree from the Indian Institute of Technology Bombay.</p>
<p>Show notes</p>
<p>00:20 Introduction of Multipie and the show</p>
<p>01:11 Introduction of Crypto + Pomp + Sumit</p>
<p>03:15 Monetary revolution v/s technology revolution</p>
<p>05:51 Comparing Bitcoin to Digital Gold</p>
<p>08:20 Bitcoin as an investment opportunity for retail investors</p>
<p>11:13 Sumit's views on how the Indian govt. has been regulating the space in the last 4-5 years</p>
<p>14:50 How do exchanges like CoinDCX manage to handle the volatility in the crypto space?</p>
<p>16:21 Pomp's take on launch of a Bitcoin ETF in the US</p>
<p>18:42 Will cryptocurrency be accepted world-wide?</p>
<p>24:28 Cultural revolution in this industry</p>
<p>27:24 Are NFTs coming out as an application of the technology?</p>
<p>30:19 Views on selecting a currency out of the 5000+ already in circulation</p>
<p>32:43 Smarter application of the cryptocurrency</p>
<p>34:11 Takeaways on Dogecoin</p>
<p>35:19 Explaining Central Bank Digital Currency</p>
<p>37:14 Advice to young crypto enthusiasts</p>
<p>40:20 Closing remarks for Pomp</p>
<p>40:46 Sumit's take on Bitcoin as an replacement to gold</p>
<p>43:47 Looing into the metaverse from an Indian view point</p>
<p>46:22 Where does India rank in the global crypto space?</p>
<p>48:34 How are the Indian investors reacting to the market volatility?</p>
<p><br></p>
Listen:
Hiren Ved - CEO, Director, CIO, Alchemy Capital Management.
<p>My guest for today is <a href="https://www.linkedin.com/in/hiren-ved-335a53a2/">Hiren Ved</a>. Hiren is the Co-Founder, Director, CEO, and CIO, <a href="https://www.alchemycapital.com/">Alchemy Capital Management</a>. With over 30 years of experience in the Indian equities market and public market investing, Hiren Ved – has a long track record of alpha generation over 19 years. He has been Managing/advising funds worth 1 billion USD (as on 31 Dec 2021) across domestic and offshore mandates for Alchemy.</p>
<p>As the CIO of Alchemy Capital, he has developed a sustainable long term fundamental research-based investment philosophy that has helped in delivering consistent and superior long term returns for clients. This episode is brought to you by<a href="https://multipie.co/" rel="ugc noopener noreferrer" target="_blank"> multipie.co</a> where we believe Investing is an ignored life skill. Multipie is building up a platform where people can form communities and learn, share , collaborate on growing their wealth using the right tools. We want your hard earned money to work for you.</p>
<p>Show notes:</p>
<p>0:00 Introduction</p>
<p>2:43 What made Hiren Ved so fascinated towards stock markets?</p>
<p>7:10 What made Hiren from heading the equity research department to start his own PMS- Alchemy capital?</p>
<p>11:17 Hiren’s investing style - how it has evolved over the last 20+ years</p>
<p>14:25 What are several elements which made Hiren a successful investor & his key learnings from the market?</p>
<p>22:12 How to get exposure in different themes and different market cycles at the reasonably right time?</p>
<p>32:25 How does Hiren see the next 10 years in India?</p>
<p>48:41 What are the 3-4 sectors Hiren is bullish on?</p>
<p>59:30 Hiren’s view on recent drawdown in new-age tech companies & long-term view on new-age tech companies in India and globally.</p>
<p>1:13:35 Thoughts on impact of potential financial tightening in the US and India.</p>
<p>1:19:12 Hiren’s suggestion for new Investors</p>
<p>1:23:46 One important Investing stereotype which Hiren wants to break.</p>
<p>1:26:06 What does Hiren reads about except Equities & markets</p>
<p>1:30:41 What advice would Hiren give to his 20-year-old self?</p>
Listen:
Radhika Gupta - MD & CEO, Edelweiss AMC
<p>My guest for today is <a href="https://www.linkedin.com/in/radhikagupta2/">Radhika Gupta</a>. Radhika is Currently MD & CEO of <a href="https://www.edelweissmf.com/">Edelweiss Asset Management Limited</a>. She is a graduate from the Management and Technology Program at the University of Pennsylvania (USA); with joint degrees in Economics from the Wharton School & Computer Science Engineering from the Moore School,</p>
<p>She has recently been elected as Vice Chairperson at AMFI.</p>
<p>Radhika started her career with McKinsey & Company, and then progressed to become a hedge fund manager with AQR Capital – One of the world’s largest Systematic Asset Managers.</p>
<p>She then moved to India to start her own venture named – Forefront Capital Management, an alternative asset management firm, which was acquired by Edelweiss in 2014.</p>
<p>A true global personality, having travelled across 4 continents, she is the founding President of the University of Pennsylvania Alumni Club, a member of the Global Leadership Council of the Management and Technology Program and a Board Member of the Association of Mutual Funds in India (AMFI). A keen micro-blogger on Twitter and an avid Bridge player, her unique life story narrated in the video, ‘<a href="https://ind01.safelinks.protection.outlook.com/?url=https%3A%2F%2Fwww.youtube.com%2Fwatch%3Fv%3DGVZScZFGHVA&data=04%7C01%7CMahak.Choudhary%40edelweissfin.com%7Cc4d51496e3c241340a5f08d99eb0411a%7C02dbf22a371e4cacbdbc60197ffafbe8%7C0%7C0%7C637715302315854336%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C3000&sdata=jfZa4saD4S3mtMHX6KJCbW1umIM3X1ztXid5vbsj6bE%3D&reserved=0"><u>The Girl with a Broken Neck</u></a>’, has garnered over 1.8 L views.</p>
<p>This episode is brought to you by<a href="https://multipie.co/"> multipie.co</a> where we believe Investing is an ignored life skill. Multipie is building up a platform where people can form communities and learn, share , collaborate on growing their wealth using the right tools. We want your hard earned money to work for you</p>
<p>Show notes:</p>
<p><br></p>
<p>0.35- 2.35: Radhika’s Introduction</p>
<p>2.36- 5.42: Radhika’s life journey</p>
<p>5.43- 9.07: Habits that Radhika shaped by living in Italy</p>
<p>9.08- 12.13: Thoughts on the importance of community</p>
<p>12.14- 16.05: View on Indian educational ecosystem</p>
<p>16.06- 19.10: Radhika’s experience of starting the career by trading mortgage loans, Ninja loans, CDOs, etc.</p>
<p>19.11- 23.06: Experience during the financial crisis in 2008 in India</p>
<p>23.07- 25.26: What made her move to India from the US</p>
<p>25.27- 28.32: Learnings from building her own company- Forefront capital</p>
<p>28.33- 30.23: How she lost money due to poor asset allocation during the financial crisis</p>
<p>30.24- 35.03: Journey from becoming one of youngest CEOs & being lost initially to now completing 5 years in industry & feeling settled now</p>
<p>35.04- 38.5: How Social media helped Radhika so much in her life</p>
<p>38.6- 43.36: How are Debt index funds a better alternative to FDs</p>
<p>43.37- 47.55: What does Edelweiss look at before adding any company to their IPO fund</p>
<p>47.56- 52.04: The myths of Passive investing</p>
<p>52.05- 53.55: Is the retail interest towards markets structural?</p>
<p>53.56- 55.48: How can one have a portfolio which is very simple with an element thrill factor at the same time</p>
<p>55.49- 56.59: One habit that can help in becoming a better investor</p>
<p>57.00- 1.02.11: What can be done to increase women participation in financial services</p>
<p>1.02.11- 1.07.17: The importance of mental health in a workplace</p>
<p>1.07.18- 1.07.51: What advice she would give to her 20year old self</p>
Listen:
Aditi Kothari - Vice Chairperson of DSP Investment Managers
<p>My guest for today is <a href="https://www.linkedin.com/in/aditi-kothari-desai-a488a42/">Aditi Kothari</a>. Aditi Kothari Desai is the Vice Chairperson of <a href="https://www.dspim.com/">DSP Investment Managers Pvt Ltd</a>. (DSPIM). She also heads Sales, Marketing and E-Business and serves as a member of the Executive Committee. Aditi is passionate about the digitization of the financial sector and was instrumental in the launch of all DSP’s digital platforms. Aditi joined Merrill Lynch’s investment banking group in New York in 1998, primarily working on M&A activities in the Financial Institutions Group. Subsequently, she worked in DSP Merrill Lynch as part of the fixed income team where she and I worked together as well. later she joined DSP Merrill Lynch Fund Managers in 2002 (now DSPIM). Aditi is a Trustee in the Hemendra Kothari Foundation as well as the Wildlife Conservation Trust. She is passionate about viewing and saving wildlife. Apart from being an Independent Director at Godrej Agrovet, she also serves on the Board of DASRA, a leading strategic philanthropy foundation in India.. Aditi holds a Bachelor of Science degree in Economics from the Wharton School of the University of Pennsylvania and an MBA from Harvard Business School.</p>
<p>This episode is brought to you by<a href="https://multipie.co/"> multipie.co</a> where we believe Investing is an ignored life skill. Multipie is building up a platform where people can form communities and learn, share , collaborate on growing their wealth using the right tools. We want your hard earned money to work for you</p>
<p><strong>Show Notes</strong></p>
<p>00.00-2.18: Introduction</p>
<p>2.19-4.15: Life Journey of Aditi kothari</p>
<p>4.16-5.26: What made Aditi enter Fixed income industry from Investment banking</p>
<p>5.27-9.17: Trajectory in mutual fund industry (How 90Mn$ fund turned into 1.2Bn$ in just a year)</p>
<p>9.18-12.53: How was the digital transaction platform built in DSP?</p>
<p>12.54-14.47: Why DSP invested in smallcase?</p>
<p>14.48-18.46: View on future of digital platforms</p>
<p>18.47- 20.58: Which financial products have a high potential customer demand?</p>
<p>20.59- 23.11: Upcoming trends in the mutual fund industry.</p>
<p>23.12-26.58: What can be done to increase women participation in the financial markets?</p>
<p>26.59- 31.55: What financial independence actually means for women?</p>
<p>31.56- 33.19: Will the retail enthusiasm of directly investing in equities continue or will end with the bull market?</p>
<p>33.20- 34.36: Types of alternative asset classes</p>
<p>34.37- 34.31: Role of Aditi in philanthropy funds & trusts</p>
<p>34.32- 39.59: Advice to Aditi’s 20yr old self</p>
<p>40.00- 41.55: What motivates Aditi everyday?</p>
Listen:
Nilesh Shah - Group President and MD of Kotak Mahindra Asset Management
<p>My guest for today is <a href="https://twitter.com/NileshShah68">Nilesh Shah</a> some one I admire a lot and whom I have the pleasure of knowing for last 25 years Nilesh Shah or Nilesh Bhai as he is popularly known as is Group President and Managing Director of <a href="https://www.kotakmf.com/">Kotak Mahindra Asset Management Company Limited</a>. Nilesh Bhai was part of the team that has received the Best Fund House of the Year Award at all the mutual funds where he worked viz. Kotak MF, ICICI Prudential and Franklin Templeton over last three decades. Nilesh Bhai is Chairman of Association of Mutual Fund in India (AMFI), Member of Mutual Fund Advisory Committee (MFAC) and a part time member of the Economic Advisory Council to the Prime Minister. Nilesh Bhai was featured in Top 50 People of India by India Today for CY 20.</p>
<p>This episode is brought to you by<a href="https://multipie.co/" rel="ugc noopener noreferrer" target="_blank"> multipie.co</a> where we believe Investing is an ignored life skill. Multipie is building up a platform where people can form communities and learn, share , collaborate on growing their wealth using the right tools. We want your hard earned money to work for you</p>
<p>Show notes:</p>
<p>00:25-02:30 Introduction</p>
<p>02:30-05:00 Personal Life of Nilesh Shah</p>
<p>05:00-06:20 Fixed income, first love of Nilesh Shah</p>
<p>06:20-07:00 Moved to Equity in 2003</p>
<p>07:00-08:45 Mutual Fund, just the right path</p>
<p>08:45-12:00 Views on the market</p>
<p>12:00-15:00 Corrections in small-cap & mid-cap</p>
<p>15:00-21:50 Comparison of the 2003-08 Capex cycle with current markets</p>
<p>21:50-27:20 Trends in the coming years</p>
<p>27:20-31:00 Role of Indian Government towards double-digit growth</p>
<p>31:00-34:10 Views on the Automobile sector</p>
<p>34:10-37:05 Why are people moving to safe asset classes?</p>
<p>37:05-39:00 Road ahead for Mutual Funds</p>
<p>39:00-41:50 Evaluating Fund Managers</p>
<p>41:50-44:00 Discount Brokerage Firms; partners in expanding the market</p>
<p>44:00-46:10 Nilesh Shah's Investment Strategy</p>
<p>46:10-47:35 Sectors that will play a pivotal role in the Capex cycle</p>
<p>47:35-50:15 Biggest Mistake during his career</p>
<p>50:15-52:25 Views on the Indian Fixed Income Market</p>
<p>52:25-55:35 Key takeaways on Crypto Industry</p>
<p>55:35-56:45 Predictions on the Market</p>
<p>56:45-57:45 Advice to 20 year own self</p>
Listen:
Jitendra Chouksey - Founder and CEO, Fittr
<p>We are kicking off a brand new series called Founder Series. Here at Founder Series we will be calling founders , CEOs and builders who have created world class businesses and deep dive into them.</p>
<p>My guest for today is <a href="https://www.linkedin.com/in/jitendrachouksey/">Jitendra Chouksey</a>. JC is a first-generation entrepreneur and Founder and CEO of Fittr, a community-driven online health and fitness platform. He took a simple idea of helping his friends and family get fit over WhatsApp and Facebook, and turned it into a 100-million-dollar enterprise. Today, Fittr has trained and transformed more than 200,000 people around the globe, provided jobs to over 600 people, and has democratized fitness. With a community spanning over 104 countries and 2.5 million people, Fittr is one of the hottest Indian startups backed by the likes of Suniel Shetty and <a href="https://www.linkedin.com/showcase/sequoia-india/">Sequoia Capital</a>. JC’s vision of the community stemmed from his intent to offer a safe and judgement-free environment for people. He aims to transform over 50 million people and create 100,000 jobs through Fittr. A winner of the BusinessWorld Young Entrepreneur Award 2020, JC is a certified Sports Nutritionist from International Sports Sciences Association (ISSA) and has an Engineering degree in IT.</p>
<p>For this episode I am also joined by my co founder, <a href="https://www.linkedin.com/in/mihirpatki/">Mihir Patki</a> who is very passionate about nutrition in same way as investing. He has been one of the early believers in Fittr as well.</p>
<p>This episode is brought to you by<a href="https://multipie.co/"> multipie.co</a> where we believe Investing is an ignored life skill. Multipie is building up a platform where people can form communities and learn, share , collaborate on growing their wealth using the right tools. We want your hard earned money to work for you</p>
<p>Show notes:</p>
<p>0:00 - Introduction</p>
<p>2:31 - JC's life journey</p>
<p>9:01 - Why JC did not like Y Combinator?</p>
<p>11:36 - How Fittr stayed profitable even after giving sharing secret sauce in public?</p>
<p>13:45 - Culture development in Fittr community?</p>
<p>15:53 - Fittr's exploration in mental health and kids' fitness</p>
<p>17:54 - Transformation challenges between TC1 and TC13</p>
<p>20:14 - JC's hacks to change anyone's life</p>
<p>22:24 - Ups and Downs in Fittr's journey.</p>
<p>26:02 - How did JC imbibe rich culture in Fittr community?</p>
<p>29:08 - JC's early team and co-founders</p>
<p>36:52 - Suniel Shetty's impact on JC's life</p>
<p>40:02 - What will Fittr do with series A funds?</p>
<p>44:26 - Important numbers, metrics and future goals of Fittr</p>
<p>46:37 - Bursting myths about fitness</p>
<p>47:58 - Quick game on parallel between Investing and fitness</p>
<p>55:57 - JC's personal investing plans</p>
<p>59:04 - JC's advice for his 20-year-old self</p>
Listen:
Swanand Kelkar - Former Managing Director, Morgan Stanley
<p>My guest for today is <a href="https://www.linkedin.com/in/swanand-kelkar-2b91975/">Swanand Kelkar</a>. Swanand was a Managing Director at Morgan Stanley based in Mumbai till may 2021. He was part of the Global Emerging Market equity team, where he oversaw a public equities portfolio of about USD 3 billion. He joined Morgan Stanley as an Analyst in 2007 and rose through the ranks to become Managing Director in 2017. Funds advised by Swanand had top decile performance between 2014 and 2017. The India SICAV fund was nominated for and won the best fund award in Citywire rankings in 2017. Before Morgan Stanley, Swanand has worked with Fidelity International and HSBC Asset Management</p>
<p>He graduated in Commerce from University of Mumbai and is a Chartered Accountant. His love for equities and investing made him follow up his accountant qualification with an MBA from IIM Ahmedabad, one of the top business schools in Asia. Swanand has been an op-ed contributor to Mint, Bloomberg, and Open Magazine writing on investing, markets and Indian macro and has also appeared as an expert on Bloomberg TV, CNBC and ET Now. He writes a monthly column for Bloomberg Quint.</p>
<p>In 2020 Swanand took a one-year sabbatical from his corporate job. During that year he became a qualified yoga teacher certified by World Yoga Alliance, published short stories, trained at the Gary Kirsten cricket academy in Cape Town and learnt how to cook a five-course meal.</p>
<p>This episode is brought to you by<a href="https://multipie.co/"> multipie.co</a> where we believe Investing is an ignored life skill. Multipie is building up a platform where people can form communities and learn, share , collaborate on growing their wealth using the right tools. We want your hard earned money to work for you</p>
<p>Show notes:</p>
<p><br></p>
<p>0:00: Introduction</p>
<p>5:18: From Gangadhar to Shaktimaan - how did sabbatical change Swanand</p>
<p>6:52: On setting dozens of “No Agenda Meetings”</p>
<p>10:23: Should macro-economy matter for individual investors</p>
<p>12:40: Capex vs consumption cycle - Why L&T can outperform HUL</p>
<p>15:23: Swanand’s mistake of making pure macro call</p>
<p>18:36: Why India has a valuation premium vs. other Emerging Markets?</p>
<p>25:30: Superior returns comes from out-behaving & not out analysing</p>
<p>27:32: Say “I don’t know” more often and focus on <em>process</em> vs <em>khabar</em></p>
<p>34:12: Swanand's stock and portfolio construction approach</p>
<p>37:30: Concentrating to one sector OR across industries</p>
<p>40:21: Swanand's longest investments</p>
<p>41:43: Active vs. Passive investments</p>
<p>46:23: How to access recent IPOs?</p>
<p>50:57: How to choose: Asset heavy vs. Asset light?</p>
<p>52:44: Hard to fail when you aim high enough</p>
<p>56:33: Attitudinal shift in GenZ</p>
<p>1:01:03: Actionable ideas from GenZ trend</p>
<p>1:05:21: Thoughts on recent China's crackdown</p>
<p>1:07:49: Myth that everyone believes in</p>
<p>1:10:38: Lessons from Vipassana and Cricket</p>
<p>1:16:31: Book recommendations</p>
<p>1:18:10: Advice to Swanand's 20yr old self</p>
<p><br></p>
Listen:
Andrew Holland - CEO at Avendus Capital Public Markets Alternate Strategies LLP
<p>My guest for today is <a href="https://www.linkedin.com/in/andrew-holland-b2505425/">Andrew Holland</a>. Andrew is currently CEO of <a href="https://www.avendus.com/india/alternate-strategies">Avendus Capital Public Markets Alternate Strategies LLP</a> . He joined Avendus Capital from December 2016. Prior to joining Avendus, Andrew was the CEO of Ambit Investment Advisors where he built one of India’s largest and most successful Hedge Funds. Before that he was the Managing Director – Strategic Investment Group for Merrill Lynch in India where he and I worked togehter for a decade. Andrew was the Chief Administrative Officer and Head of Research at Merrill Lynch in India. He successfully built DSP Merrill Lynch to a top Research Broking House which got top ratings in Asia Money, Institutional Investor and Greenwich.</p>
<p>This episode is brought to you by<a href="https://multipie.co/"> multipie.co</a> where we believe Investing is an ignored life skill. Multipie is building up a platform where people can form communities and learn, share , collaborate on growing their wealth using the right tools. We want your hard earned money to work for you</p>
<p>Show notes:</p>
<p><strong>01:36</strong> - Why did Andrew move to India?</p>
<p><strong>05:49</strong> - Thoughts on India's longest rally without 10% decline</p>
<p><strong>08:08</strong> - Corollary with 2003-2007 capex cycle and FII flow into India</p>
<p><strong>12:04</strong> - Are we at the start of a capex cycle from the private sector?</p>
<p><strong>14:55</strong> - Misconceptions around Hedge fund investing</p>
<p><strong>18:23</strong> - How will the Fed's tapering impact Indian and global markets?</p>
<p><strong>25:42</strong> - India's green shoots and slowdown in global ecosystem</p>
<p><strong>30:37</strong> - Where are we in the "Commodity bull run"?</p>
<p><strong>33:24</strong> - Andrew's take on Valuations of Indian market</p>
<p><strong>38:01</strong> - Which sectors are overestimated and underestimated?</p>
<p><strong>43:22</strong> - Future course of action for Avendus Capital</p>
<p><strong>48:07</strong> - Andrew's best long and short calls</p>
<p><strong>56:22</strong> - Investment Stereotype Andrew wants to break</p>
<p><strong>59:20</strong> - Andrew's advice to his 20yrs old self</p>
Listen:
Neha Singh and Abhishek Goyal - Co Founders, Tracxn
<p>We are kicking off a brand new series called Founder Series. Here at Founder Series we will be calling founders , CEOs and builders who have created world class businesses and deep dive into them. My guests for today are <a href="https://www.linkedin.com/in/neha-singh-621a209/">Neha Singh</a> and <a href="https://www.linkedin.com/in/abhishekgoyal/">Abhishek Goyal</a>, Co Founders of <a href="https://tracxn.com/a/user/dashboard">Tracxn</a></p>
<p>Tracxn is one of the largest private market intelligence platforms tracking Startups & Emerging Technology Sectors globally like IoT, Blockchain, AI, Robotics, FinTech, CyberSecurity and more. Used by Venture Capital Funds, Private Equity Funds & Fortune 500 Corporates across 50 countries.</p>
<p>Prior to Tracxn Neha was a Venture Capitalist at Sequoia Capital. Before Sequoia, Neha was a Consultant at The Boston Consulting Group (BCG). Engineer by background, Neha did her BTech & MTech in Computer Science & Engineering from IIT Bombay where she graduated with Institute Silver Medal. She also got the Google Women in Engineering Award recognising women student achievers in the field of CS. Neha did her MBA from Stanford Graduate School of Business. She has been awarded Fortune 40 under 40 by Fortune India Magazine and Outstanding Women Award by Outlook Business.</p>
<p>Abhishek is a graduate from IIT Kanpur, worked with Yahoo and Amazon before joining Accel and then starting Tracxn. He has been recognised as part of the ‘40 under 40’ list by Fortune India in 2018 and 2019.</p>
<p>In various avatars (Accel, Tracxn Labs & personally), he has invested in 150+ startups over last 13 years which included names like Flipkart, Delhivery, Rupeek, Gameskraft, Airmeet, and Lafz.</p>
<p><br></p>
<p>This episode is brought to you by<a href="https://multipie.co/"> multipie.co</a> where we believe Investing is an ignored life skill. Multipie is building up a platform where people can form communities and learn, share , collaborate on growing their wealth using the right tools. We want your hard earned money to work for you</p>
<p>Show notes:</p>
<p><strong>0:00</strong> - Introduction</p>
<p><strong>3:20</strong> - From Engineer to VC to Founder: How Neha shaped her career?</p>
<p><strong>6:02</strong> - Abhishek's career journey from a conventional family to founding Tracxn</p>
<p><strong>9:44</strong> - Tracxn Journey from Inception</p>
<p><strong>12:36</strong> - How does Tracxn collect data at scale?</p>
<p><strong>14:11</strong> - Tracxn's early vision</p>
<p><strong>15:55</strong> - Highs and lows in starting days</p>
<p><strong>18:55</strong> - Tracxn's growth and competition story</p>
<p><strong>22:56</strong> - Tracxn's drive: Private market investors vs. Large corporates</p>
<p><strong>24:44</strong> - Impact of Tracxn on Private market investing</p>
<p><strong>27:42</strong> - Future of traction in next 10 years</p>
<p><strong>29:46</strong> - Will Tracxn serve retail investors too?</p>
<p><strong>31:31</strong> - Sales strategy of Tracxn</p>
<p><strong>34:21</strong> - Evolution of Indian Unicorns & Startup ecosystem</p>
<p><strong>37:00</strong> - Are VCs too bullish on Indian startups?</p>
<p><strong>39:43</strong> - Lessons from failing startups</p>
<p><strong>42:41</strong> - Secret of successful VCs</p>
<p><strong>45:55</strong> - Women in the Indian startup ecosystem</p>
<p><strong>49:05</strong> - What's Future of work: Remote or In-office?</p>
<p><strong>50:58</strong> - Thoughts on Indian startup IPOs</p>
<p><strong>55:34</strong> - Avenues to look at while investing in Private companies</p>
<p><strong>58:01</strong> - Rapid Fire Round 🔥🔥</p>
<p><strong>59:02</strong> - Top 3 startups to watch out for</p>
<p><strong>1:00:43</strong> - Learnings from life as a VC and Founder</p>
<p><strong>1:04:57</strong> - Advice to 20yr old self</p>
<p><strong>1:07:35</strong>- How does it feel to have a spouse cofounder?</p>
<p><br></p>
Listen:
Yashish Dahiya - Co-founder & Group CEO, Policybazaar.com.
<p>My guest for today is Yashish Dahiya. Yashish is Co-Founder & Group CEO, <a href="https://www.policybazaar.com/?pb_source=google_brand&pb_medium=ppc&pb_term=Policybazaar&pb_campaign=PolicyBazaar00PolicyBazaar&gclid=CjwKCAjwo4mIBhBsEiwAKgzXOND045H6oMDZ_OkYs4j5ScB7Z7TEyf-p-CKsSf9NNMkeDf6kCEB5eBoCh9UQAvD_BwE">Policybazaar.com</a></p>
<p>In over 12 years, Yashish has grown Policybazaar to become a key influencer in consumer decisions around insurance. He believes death, disease and disability products are the future of the insurance industry, as India strives towards social security. He is an avid sportsperson, and has worked in the past as MD of Ebookers Plc and consultant with Bain & Co in their London office.</p>
<p><br></p>
<p>This episode is brought to you by<a href="https://multipie.co/"> multipie.co</a> where we believe Investing is an ignored life skill. Multipie is building up a platform where people can form communities and learn, share , collaborate on growing their wealth using the right tools. We want your hard earned money to work for you</p>
<p>Show notes:</p>
<p>0:00 - Intro</p>
<p>1:19 - Yashish’s career journey</p>
<p>3:50 - What does Policybazaar do?</p>
<p>6:10 - How is Policybazaar different from a traditional insurer?</p>
<p>8:35 - Changing lack of health insurance cover in India</p>
<p>9:18 - Why you shouldn’t buy savings products</p>
<p>10:24 - Policybazaar’s USP</p>
<p>12:18 - Understanding Policybazaar’s journey</p>
<p>17:18 - Yashish’s views on journey with Info Edge</p>
<p>19:19 - Shifting consumer mindsets in the insurance sector</p>
<p>21:46 - How did insurance start?</p>
<p>22:57 - Upcoming trends in the insurance sector</p>
<p>24:13 - Has COVID accelerated insurance adoption?</p>
<p>25:15 - Insurance advice for your financial planning</p>
<p>29:02 - Why is Yashish able to spread insurance education so effectively?</p>
<p>32:01 - Impact of fitness on Yashish’s life</p>
<p>34:33 - Is there “ease of doing” business in India?</p>
<p>37:38 - An insurance stereotype Yashish wants to break</p>
<p>38:36 - Advice to Yashish’s 20yr old self</p>
<p><br></p>
Listen:
Vishal Khandelwal - Founder of SafalNiveshak.com
<p>My guest for today is <a href="https://twitter.com/safalniveshak">Vishal Khandelwal</a>. Vishal is the founder of <a href="https://www.safalniveshak.com/">SafalNiveshak.com</a>, an initiative to help people learn the art of value investing and behavioral finance to be able to make better investment decisions. The site, which he started in 2011, is subscribed by more than 90,000 readers and has been ranked among the best value investing blogs worldwide. Vishal is also the author of The Sketchbook of Wisdom, which is packed with 50 timeless ideas from the wisest people who have walked this Earth. Vishal calls it a manual on virtue, happiness, and the pursuit of wealth and good life.</p>
<p><br></p>
<p>This episode is brought to you by<a href="https://multipie.co/"> multipie.co</a> where we believe Investing is an ignored life skill. Multipie is building up a platform where people can form communities and learn, share , collaborate on growing their wealth using the right tools. We want your hard earned money to work for you</p>
<p>Show notes:</p>
<p>0:00 - Intro</p>
<p>1:32 - Vishal’s journey with Safal Niveshak</p>
<p>8:45 - The story behind “The One Percent Show”</p>
<p>11:19 - What made Vishal write “The Sketchbook of Wisdom”</p>
<p>13:55 - How and when Vishal found his Ikigai</p>
<p>16:25 - Writing on behavioral finance v/s stock ideas</p>
<p>17:43 - Why Vishal does not like writing about stocks</p>
<p>19:48 - Simplifying personal finance</p>
<p>23:30 - Approaching insurance planning</p>
<p>26:20 - What is the need for financial education</p>
<p>28:42 - Understanding the “Robinhood generation of investors”</p>
<p>30:40 - How should you navigate bipolar markets?</p>
<p>32:58 - Have markets become short-term on an average?</p>
<p>35:48 - How can one avoid the trap of short-term investing?</p>
<p>39:20 - Becoming an investment Buddha</p>
<p>42:48 - How can you navigate market cycles?</p>
<p>47:13 - Vishal’s lessons from his podcasts</p>
<p>50:40 - Strategically copying investment styles</p>
<p>51:37 - Who has impacted Vishal’s investing strategy?</p>
<p>53:30- Why Vishal loves being an educator</p>
<p>54:08 - How has meditation helped Vishal?</p>
<p>57:52 - An investing stereotype Vishal wants you to break</p>
<p>1:01:30 - Understanding our complicated relationship with money</p>
<p>1:02:47 - Resolving the gender divide in finance</p>
<p>1:07:22 - How does Vishal read & journal?</p>
<p>1:10:20 - Vishal’s advice to a 20 year old today</p>
<p>1:12:40 - Advice to a young parent</p>
<p>1:13:48 - Vishal’s views on Crypto</p>
<p><br></p>
<p><strong>Books referenced</strong></p>
<ul>
<li><a href="https://www.amazon.com/Poor-Charlies-Almanack-Charles-Expanded/dp/1578645018"><u><strong>Poor Charlie’s Almanack<br>
</strong></u></a></li>
<li><a href="https://www.amazon.com/Think-Twice-Harnessing-Power-Counterintuition/dp/1422187381"><u><strong>Think Twice: Harnessing the Power of Counterintuition- Book by Michael J. Mauboussin<br>
</strong></u></a></li>
<li><a href="https://www.amazon.com/Black-Swan-Second-Improbable-Incerto-ebook/dp/B00139XTG4/ref=sr_1_1?dchild=1&keywords=Black+Swan-Nassim+Taleb&qid=1626485079&sr=8-1"><u><strong>Black Swan-Nassim Taleb<br>
</strong></u></a></li>
<li><a href="https://www.amazon.com/Education-Value-Investor-Transformative-Enlightenment-ebook/dp/B00KF2JU2W/ref=sr_1_1?crid=3PSNOD91A4P6J&dchild=1&keywords=education+of+value+investor&qid=1626484452&sprefix=education+of+value+inves%2Cstripbooks-intl-ship%2C356&sr=8-1"><u><strong>Education of Value Investor- Guy Spier</strong></u></a></li>
<li><a href="https://book.safalniveshak.com/">The Sketchbook of Wisdom-Vishal Khandelwal</a></li>
</ul>
Listen:
Raunak Onkar - Co-Fund Manager & the Research Head at PPFAS Mutual Fund
<p>My guest for today is <a href="https://www.linkedin.com/in/raunakonkar/">Raunak Onkar</a><strong>. </strong>Raunak is a Co-Fund Manager & the Research Head at <a href="https://amc.ppfas.com/">PPFAS Mutual Fund</a>. After a Bachelors in IT & an MBA in Finance, Raunak started his capital markets journey with PPFAS, over a decade ago. As an analyst he covers a variety of businesses & sectors and is a regular speaker at PPFAS' Monthly Financial Opportunities Forum series on <a href="https://ppfasfof.com/"><u>Youtube</u> (<u>https://ppfasfof.com/</u>)</a>. </p>
<p>This episode is brought to you by<a href="https://multipie.co/"> multipie.co</a> where we believe Investing is an ignored life skill. Multipie is building up a platform where people can form communities and learn, share , collaborate on growing their wealth using the right tools. We want your hard earned money to work for you</p>
<p>Show notes:</p>
<p>0:00 - Intro</p>
<p>1:29 - Raunak’s Journey with PPFAS</p>
<p>3:30 - PPFAS’s investing ideology</p>
<p>5:20 - Relevance of valuation and P/E multiple</p>
<p>10:04 - How can one build conviction in their investing strategy?</p>
<p>14:09 - Understanding “modern monopolies” and “moats”</p>
<p>18:25 - Navigating through the information overload</p>
<p>24:43 - Raunak’s views on behavioural investing and biases</p>
<p>31:30 - Why should one invest in global equities?</p>
<p>33:20 - How can a retail investor invest internationally?</p>
<p>34:30 - Learnings from analysing international equities</p>
<p>37:29 - Raunak’s outlook for Indian markets</p>
<p>40:44 - PPFAS’s notification on increasing exposure to smallcaps</p>
<p>41:38 - PPFAS’s risk management strategy</p>
<p>44:06 - The battle of Capex heavy v/s Platform businesses</p>
<p>46:40 - How does Raunak learn from literature and movies?</p>
<p>51:11 - How to journal your thoughts optimally?</p>
<p>52:46 - Reading books effectively and quickly</p>
<p>55:10 - An investing stereotype Raunak wants you to break</p>
<p>57:31 - Who does Raunak look up to?</p>
<p>59:45 - Raunak’s advice to his 20yr old self</p>
<p><strong>References</strong><br>
<a href="https://www.amazon.in/dp/B005MJFA2W/" rel="noopener noreferrer" target="_blank"><br>
Thinking fast & slow</a></p>
<p>On Life & work of Daniel Kahneman & Amos Tversky - <a href="https://www.amazon.in/Undoing-Project-Friendship-Changed-World-ebook/dp/B01LVTNCRW/" rel="noopener noreferrer" target="_blank">Undoing Project</a></p>
<p>Gerd Gigerenzer's books</p>
<p><a href="https://www.amazon.in/Gut-Feelings-Better-Decision-Making/dp/0141015918/" rel="noopener noreferrer" target="_blank">Gut Feeling</a></p>
<p><a href="http://amazon.in/Risk-Savvy-Make-Good-Decisions/dp/0241954614/" rel="noopener noreferrer" target="_blank">Risk Savvy</a></p>
<p>Good video presentation on key concepts of Gerd's work - <a href="https://www.youtube.com/watch?v=mQMF6C-N3ts&t=1s" rel="noopener noreferrer" target="_blank">CFA Institute Video</a></p>
<p>Film about honing our heuristic ability - <a href="https://www.imdb.com/title/tt3263904/" rel="noopener noreferrer" target="_blank">Sully</a><a href="https://www.amazon.in/Deep-Work-Focused-Success-Distracted-ebook/dp/B013UWFM52/" rel="noopener noreferrer" target="_blank"><br>
Deep Work by Cal Newport</a></p>
<p>Calling Bullshit - <a href="https://www.amazon.in/Calling-Bullshit-Scepticism-Data-Driven-World-ebook/dp/B0848RGH4Z/" rel="noopener noreferrer" target="_blank">the book</a></p>
<p>Calling Bullshit - <a href="https://www.callingbullshit.org/videos.html" rel="noopener noreferrer" target="_blank">the course</a> (also available on Youtube)<br>
Investment Checklist by Michael Shern - <a href="https://www.amazon.in/Investment-Checklist-Art-Depth-Research-ebook/dp/B005OYGOZW/" rel="noopener noreferrer" target="_blank">The Book</a><br>
Mathew Walker - Why we sleep - <a href="https://www.amazon.in/dp/B06Y649387/" rel="noopener noreferrer" target="_blank">The Book</a></p>
Listen:
Nimesh Shah, MD and CEO of ICICI Prudential AMC
<p>My guest for today in <a href="https://www.icicipruamc.com/about-us/management-team/management/mr.-nimesh-shah">Nimesh Shah</a>, MD and CEO of <a href="https://www.icicipruamc.com/">ICICI Prudential AMC</a>. Nimesh joined ICICI Prudential AMC (IPAMC) in July 2007 as the MD & CEO. Under his leadership the AMC has emerged as one of the largest, most respected, and trusted Investment Managers in India; having contributed significantly to the growth of the Indian Mutual Fund Industry.</p>
<p>Over the past 14 years, under Nimesh’s leadership, IPAMC has transformed into India's premier investment manager aligned to investor interest and leveraged digital innovations to improve its customer’s investment experience.</p>
<p>Under his leadership, the AMC has won several prestigious and globally recognized awards from time to time.. The most recent awards include the globally recognized Morningstar Awards 2021- Best Fund House: Debt, The Economic Times Best Brands 2020, India Today most preferred Brands. Nimesh has been honored with the prestigious Global Banking & Finance Award for Best Asset Management CEO India in 2017 and the CEO of the Year 2014 by Asia Asset Management.</p>
<p>In 2018 he was the Elected Chairperson of the <a href="https://www.amfiindia.com/">Association of Mutual Funds in India</a> (AMFI). He is currently a Director with AMFI and also serves as a Governing Council Member with ICICI Foundation.</p>
<p>Nimesh has nearly three decades of experience in the banking and financial services industry and most of which has been with ICICI Group. He holds degrees in Chartered Accountancy and Cost Accountancy.</p>
<p>This episode is brought to you by<a href="https://multipie.co/" rel="ugc noopener noreferrer" target="_blank"> multipie.co</a> where we believe Investing is an ignored life skill. Multipie is building up a platform where people can form communities and learn, share , collaborate on growing their wealth using the right tools. We want your hard earned money to work for you</p>
<p>Show notes:</p>
<p>0:00 - Intro</p>
<p>2:34 - Journey with ICICI</p>
<p>6:06 - Navigating an AMC through 2008</p>
<p>11:25 - Views on Indian markets and an RBI induced rally</p>
<p>16:40 - Understanding the Indian investor</p>
<p>18:45 - Designing products for the Indian investors’s psychology</p>
<p>19:40 - Responsibility of an AMC as part of the larger group</p>
<p>21:50 - Being a supermarket of Mutual Funds</p>
<p>24:10 - Outlook for passive funds in India</p>
<p>26:37 - Creating an AMC for the “retired school teacher of Guwahati”</p>
<p>28:00 - How to choose funds & trusting “big brands”</p>
<p>34:03 - ICICI Prudential’s leadership structure to manage diversity in investing strategies</p>
<p>39:20 - Opportunity presented by digital penetration to the MF industry in India</p>
<p>41:50 - Understanding the behaviour of the millennial investor</p>
<p>44:35 - Advice to a young investor on asset allocation</p>
<p>47:14 - Views on investing in global equities</p>
<p>52:10 - Nimesh’s routine after the day in the office ends</p>
<p>52:55 - Who does Nimesh look up to?</p>
<p>55:00 - Advice to 20yr old self</p>
<p>56:25 - Closing</p>
Listen:
Saurabh Mukherjea - Founder and CIO of Marcellus Investment Managers
<p><strong>My guest for today is one of India’s most celebrated public market investors and educators, given his penchant to share his learnings frequently. </strong><a href="https://www.linkedin.com/in/saurabh-mukherjea-frsa-36196b2/"><strong>Saurabh Mukherjea</strong></a><strong> is the Founder and Chief Investment Officer of </strong><a href="https://marcellus.in/"><strong>Marcellus Investment Managers</strong></a><strong>. Saurabh was educated at the London School of Economics where he earned a BSc in Economics (with First Class Honours) and an MSc in Economics (with distinction in Macro & Microeconomics). In London, Saurabh was the co-founder of Clear Capital and in 2007 he was rated by the Extel Survey as one of the top small cap analysts in the UK. In India, Saurabh was rated as the leading equity strategist in 2015, 2016 and 2017 by the Asiamoney polls. Prior to setting up Marcellus, Saurabh was the CEO of Ambit Capital.</strong></p>
<p><strong>Saurabh is a CFA charter holder and a SEBI registered investment advisor. In 2017, upon SEBI’s invitation, he joined SEBI’s Mutual Fund Advisory Committee. In 2019, Saurabh was part of the Expert Committee constituted by SEBI to update and upgrade the PMS regulations. Saurabh has written four bestselling books – </strong><a href="https://www.amazon.com/Gurus-Chaos-Modern-Indias-Masters/dp/9384052558"><strong>Gurus of Chaos (2014)</strong></a><strong>, </strong><a href="https://www.amazon.com/Unusual-Billionaires-Saurabh-Mukherjea/dp/0670089257"><strong>The Unusual Billionaires (2016)</strong></a><strong>, “</strong><a href="https://www.amazon.com/Coffee-Can-Investing-Stupendous-Wealth/dp/067009045X"><strong>Coffee Can Investing</strong></a><strong>: (2018) and ‘</strong><a href="https://www.amazon.com/Victory-Project-Mukherjea-Saurabh/dp/0670093254"><strong>The Victory Project: Six Steps to Peak Potential’</strong></a><strong>.</strong></p>
<p><strong>This episode is brought to you by</strong><a href="https://multipie.co/"><strong> multipie.co</strong></a><strong> where we believe Investing is an ignored life skill. Multipie is building up a platform where people can form communities and learn, share , collaborate on growing their wealth using the right tools. We want your hard earned money to work for you</strong></p>
<p><strong>Show notes:</strong></p>
<p><strong>0:42 - Introduction about Saurabh</strong></p>
<p><strong>2:18 - Saurabh’s “Coffee can” approach; highlights on Asian Paints, Nestle, Bajaj Finance, Divis</strong></p>
<p><strong>6:39 - Tracks less than 30 stocks that meet his criteria.</strong></p>
<p><strong>10:20 - Views on the state of income in India and a parallel with America</strong></p>
<p><strong>12:37 - How to identify a company with a monopoly Deep dive into understanding barriers</strong></p>
<p><strong>18:34 - Discussion on various PMS schemes at Marcellus and selection process</strong></p>
<p><strong>27:38 - Discussion on Rupee vs Dollar and Investing mindsets in India</strong></p>
<p><strong>30:01 - Saurabh’s view on Indian Real Estate as an Investment</strong></p>
<p><strong>35:20 - Saurabh’s thoughts on valuations 3 metrics Saurabh considers before selling a stock</strong></p>
<p><strong>44:00 - Perspective on ITC and why they exited it</strong></p>
<p><strong>46:55 - How can a retail investor conduct basic forensic checks</strong></p>
<p><strong>48:35 - A good business vs a good investment</strong></p>
<p><strong>54:07 - Investing in Nifty index versus Investing in stocks</strong></p>
<p><strong>56:51 - Behavioural aspects of investing</strong></p>
<p><strong>58:33 - Saurabh’s take on “Breaking Investment Stereotypes”</strong></p>
<p><strong>1:00:38 - Saurabh’s advice on writing and journaling along with some book recommendations</strong></p>
<p><strong>1:06:10 - Advice to 20 year old self</strong></p>
Listen:
Lakshmi Iyer, President and CIO (Debt) & Head Products - Kotak Mahindra Asset Management
<p><strong>My guest for today is </strong><a href="https://www.linkedin.com/in/lakshmi-iyer-296b93/"><strong>Lakshmi Iyer</strong></a><strong>. Lakshmi is currently President and Chief Investment Officer (Debt) & Head Products for </strong><a href="https://www.kotakmf.com/"><strong>Kotak Mahindra Asset Management Company (KMAMC)</strong></a><strong>. She has been with the organisation since the last 20 years.</strong></p>
<p><strong>Joining KMAMC in 1999 as a fund manager, Lakshmi was responsible for credit research, deal execution, managing fund performance across all debt funds and assisting sales in client interaction. In addition to that, she has been a portfolio specialist, and managed product related initiatives such as product pricing and coordination with the funds management and sales team in that role.</strong></p>
<p><strong>Prior to joining Kotak, Lakshmi worked with Credence Analytics Pvt Ltd, as a research analyst where she was tracking corporate bond markets in India and generating research reports. She was also instrumental in conceiving various financial software tools in collaboration with software and technical teams.</strong></p>
<p><strong>Lakshmi holds an MBA degree in finance from Narsee Monjee Institute of Management Studies.</strong></p>
<p><strong>She loves exploring new places for travelling, is a big food lover, and is an ardent movie buff. She has a popular twitter handle </strong><a href="https://twitter.com/Lakshmi1876"><strong>@lakshmi1876</strong></a></p>
<p><br></p>
<p><strong>Show notes:</strong></p>
<p>0:50 – Introduction about Lakshmi</p>
<p>1:53 – Many firsts and unique aspects about this podcast</p>
<p>2:52 – Lakshmi’s personal and professional journey</p>
<p>5:05 – State of Fixed Income securities in India</p>
<p>7:46 – Comparison of Indian versus US Fixed Income market</p>
<p>8:41 – How to look at Debt Mutual Funds from portfolio asset allocation perspective</p>
<p>11:30 – Financial advisor zaroori hota hai</p>
<p>13:49 – Lakshmi’s views on current global factors - inflation, rates and RBI actions</p>
<p>19:32 – How to position portfolio given global cues</p>
<p>21:05 – Types of risks in Bond markets and how to think about Duration and Credit</p>
<p>24:30 – How Kotak AMC navigated the Franklin Templeton situation</p>
<p>28:12 – Lakshmi’s thoughts on “risk hai to ishq hai”</p>
<p>31:07 – Thoughts on Credit Risk Funds in India</p>
<p>33:22 – Investing in Global debt funds</p>
<p>36:48 – Active versus Passive managed funds</p>
<p>39:44 – How Lakshmi manages her personal finances</p>
<p>42:39 – How Lakshmi chooses her ‘Pic(k) of the day’ on Twitter (Twitter: @Lakshmi1876)</p>
<p>44:10 – Lakshmi’s reading habits and recommendations</p>
<p>47:07 – Raj and Lakshmi’s Bollywood aspirations :D</p>
<p><br>
50:09 – Lakshmi’s life and investing idols</p>
<p>52:00 – Advice to 20 year old self</p>
<p><br></p>
<p>Book Recommendations</p>
<p><br></p>
<p>1. <a href="https://www.amazon.in/Life-over-Beers-other-stories/dp/0143443291">Life over Two Beers and other stories by Sanjeev Sanyal</a></p>
<p>2. <a href="https://www.amazon.in/Where-Crawdads-Sing-Delia-Owens/dp/0735219095">Where the Crawdads Sing by Delia Owens</a></p>
Listen:
Alok Jain, Founder of weekendinvesting.com and SEBI registered Investment adviser
<p><strong>My guest for today is </strong><a href="https://twitter.com/WeekendInvestng"><strong>Alok Jain</strong></a><strong>. Alok Jain is a New Delhi based SEBI registered Investment Advisor and founder of a momentum investing service </strong><a href="https://weekendinvesting.com/"><strong>weekendinvesting.com</strong></a></p>
<p><strong>Alok is an Engineer from the Indian Institute of Technology Delhi and a MBA finance from the University of Maryland. He returned to India to start his journey in the markets by setting up one of the first National Stock Exchange memberships in New Delhi in 1996.</strong></p>
<p><strong>In the next two decades, Alok developed a keen sense for systematic rule based investing systems and technical trading. He is a keen observer of the psychology and behavioral aspects of the market and wanted to quantify and incorporate them in his investing. Alok had been running several of his products on his own funds since many years and over time he was convinced that others could make use of the same products as well and thus launched his advisory weekendinvesting.com.</strong></p>
<p><strong>Weekendinvesting.com is a Do-it-Yourself (DIY) advisory where Alok provides simple momentum based investing models. The unique part about his strategies is the low time-spent: returns ratio where the user spends up to 15 minutes a week to attend to their portfolios and the returns have so far have been beating the benchmarks by a wide margin.</strong></p>
<p><strong>Alok was recently featured in the news media for his advisory.</strong><a href="https://tinyurl.com/ycy9vph8"><strong> https://tinyurl.com/ycy9vph8</strong></a><strong>.</strong></p>
<p><strong>He also runs a hyperactive twitter feed at </strong><a href="https://twitter.com/WeekendInvestng"><u><strong>@Weekendinvestng</strong></u></a><strong> to share his trading thoughts with a large twitter group.</strong></p>
<p><strong>This episode is brought to you by</strong><a href="https://multipie.co/"><strong> multipie.co</strong></a><strong> where we believe Investing is an ignored life skill and it's time to change it. Multipie is building up a platform where people can form communities and learn, share , collaborate on growing their wealth using the right tools. We want your hard earned money to work for you</strong></p>
<p><strong>Show notes</strong></p>
<p><strong>2:30 Alok’s personal and professional journey</strong></p>
<p><strong>8:02: Story behind weekend investing</strong></p>
<p><strong>9:43: Alok Jain’s investing strategy and his story with smallcase</strong></p>
<p><strong>18:24: Drawdowns and trading strategy during covid-19</strong></p>
<p><strong>23:47: How to identify which style of trading to practice</strong></p>
<p><strong>27:27: Exit principle to follow for stocks</strong></p>
<p><strong>32:51: Human psychology during investing</strong></p>
<p><strong>37:10: An investing stereotype Alok broke</strong></p>
<p><strong>42:02: Alok’s investing idols</strong></p>
<p><strong>44:10: Alok's life apart from trading</strong></p>
<p><strong>48:16: Alok’s views on journaling thoughts</strong></p>
<p><strong>53:53 Advice to 20 year old self<br>
<br>
</strong></p>
Listen:
Gautam Baid, Portfolio Manager & Author – The Joys of Compounding
<p>My guest for today is <a href="https://twitter.com/Gautam__Baid">Gautam Baid</a>, author of the international best-seller "<a href="https://www.thejoysofcompounding.com/">The Joys of Compounding</a>" and portfolio manager at an SEC-registered investment advisor based in Salt Lake City, Utah. Previously, he served at the Mumbai, London, and Hong Kong offices of Citigroup and Deutsche Bank as senior analyst in their healthcare investment banking teams. Baid is a CFA charter holder and member of CFA Institute, and in 2018 and 2019, he was profiled in Morningstar's <a href="https://morningstar.in/posts/54657/5-pointers-picking-stocks.aspx">Learn From The Masters series</a>.</p>
<p>This episode is brought to you by<strong> </strong><a href="https://multipie.co/"><strong>multipie.co</strong></a> where we believe Investing is an ignored life skill and it's time to change it. Multipie is building up a platform where people can form communities and learn, share , collaborate on growing their wealth using the right tools. We want your hard earned money to work for you</p>
<p><br></p>
<p><strong>Show notes</strong></p>
<p>1:55: Gautam's professional and investment journey</p>
<p>10:19: How Gautam dealed with being rejected from 1300 jobs</p>
<p>13:12: How compounding works in areas apart from investing.</p>
<p>16:42: Human psychology which is overrated and underrated in investing</p>
<p>19:46: Psychological biases while managing money</p>
<p>23:16: Reasons why you should sell a stock</p>
<p>28:43: Investing mistakes Gautam has made</p>
<p>31:20: How Gautam journals his thoughts</p>
<p>35:56: Gautam's favorite books</p>
<p>38:40: Gautam's life and investing idol</p>
<p>43:50: Recommended Social media channels</p>
<p>46:54: Any advice to a 20 year old.</p>
<p>50:03: Gautam after 20 years</p>
<p><strong>Book recommendations:</strong></p>
<p><a href="https://www.amazon.com/How-Decide-Simple-Making-Choices-ebook/dp/B07TRJB3S3#:~:text=In%20How%20to%20Decide%2C%20bestselling,You'll%20learn%3A&text=To%20identify%20and%20dismantle%20hidden%20biases.&text=To%20extract%20the%20highest%20quality%20feedback%20from%20those%20whose%20advice%20you%20seek.">How to decide by Annie Duke</a></p>
<p><a href="https://www.amazon.com/Getting-There-Gillian-Zoe-Segal/dp/1419715704">Getting there by Gilian Zoe Seagill</a></p>
<p><a href="https://www.amazon.com/Seeking-Wisdom-Darwin-Munger-3rd/dp/1578644283">Seeking Wisdom by Peter Bevelin</a></p>
<p><a href="https://www.amazon.com/Want-Where-Going-Never-There/dp/1681840480">All I want to know is where I want to die by Peter Bevelin</a></p>
<p><a href="https://www.amazon.com/Poor-Charlies-Almanack-Charles-Expanded/dp/1578645018">Poor Charlies Almanac by Charlie Munger</a></p>
<p><br></p>
<p><strong>Twitter accounts to follow</strong></p>
<ul>
<li><a href="https://twitter.com/safalniveshak"><strong>@safalniveshak</strong></a></li>
<li><a href="https://twitter.com/Sanjay__Bakshi"><strong>@sanjay_Bakshi</strong></a></li>
<li><a href="https://twitter.com/morganhousel"><strong>@morganhousel</strong></a></li>
<li><a href="https://twitter.com/iancassel"><strong>@iancassel</strong></a></li>
</ul>
Listen:
Abhay Pandey, Founding Partner - A91 Partners
<p>My guest for today is <a href="https://www.linkedin.com/in/abhay-pandey-77a2195/">Abhay Pandey</a>. Abhay is a Founding Partner at <a href="https://www.a91partners.com/">A91</a>, a venture fund launched in 2018. A91 has invested in companies like Sugar Cosmetics, GoDigit Insurance and Hector Beverages. Prior to founding A91 Partners, Mr. Abhay Pandey was a Managing Director at Sequoia Capital India Advisors Private Limited from 2008-2018.</p>
<p>Prior to Sequoia Capital, Abhay worked as an investment banker with DSP Merrill Lynch and as a management consultant at McKinsey & Co.</p>
<p>Abhay received his PGDM (MBA) from Indian Institute of Management Kolkata (1996) and a B. Tech in Computer Science and Engineering from IIT Bombay (1993).</p>
<p>Abhay is passionate about supporting philanthropy and giving back to society in education. He is a Trustee at <a href="https://www.ashoka.edu.in/">Ashoka University</a>, and a Trustee of <a href="http://www.bect.co.in/">BECT</a>, a charitable trust for primary and secondary education.</p>
<p>We spoke about</p>
<ul>
<li>Abhay’s journey from small town to world of investing<br>
</li>
<li>How magic happens when a good founder meets a good market<br>
</li>
<li>Deconstructing an investors journey<br>
</li>
<li>What do we look for in founder<br>
</li>
<li>Stereotypes in private investing<br>
</li>
<li>Booming industries in the next 10 years<br>
</li>
<li>His advice to entrepreneurs and investors<br>
</li>
</ul>
<p>I really enjoyed it!!</p>
<p>This episode is brought to you by<strong> </strong><a href="https://multipie.co/"><strong>multipie.co</strong></a> where we believe Investing is an ignored life skill and it's time to change it. Multipie is building up a platform where people can form communities and learn, share , collaborate on growing their wealth using the right tools. We want your hard earned money to work for you</p>
<p>Show Notes</p>
<p>2:28 Abhay’s journey from small town to world of investing</p>
<p>8:47 How magic happens when a good founder meets a good market</p>
<p>10:05 deconstructing an investors journey</p>
<p>17:07 What do we look for in founder</p>
<p>20:28 Stereotypes in private investing</p>
<p>29:18 Booming industries in the next 10 years</p>
<p>34:00 How many 50 billion dollar companies can we expect in 2030</p>
<p>36:07 Abhay’s philanthropic journey Why this ranks so high when look at your achievement</p>
<p>39:02 His s advice to entrepreneurs and investors</p>
<p>42:34 Some Rapid fires</p>
<p>44:30 Abhay Pandey in the next 10 years</p>
Listen:
Abhishek Goyal, Co Founder- Tracxn
<p>My guest for today is <a href="https://www.linkedin.com/in/abhishekgoyal/">Abhishek Goyal</a>, Co Founder of <a href="https://tracxn.com/">Tracxn</a>. Abhishek is graduate from IIT Kanpur, worked with Yahoo and Amazon before joining Accel and then starting Tracxn. In various avatars (Accel, Tracxn Labs & personally), he has invested in 100+ startups over last 13 years which included names like Flipkart, Delhivery, Rupeek, Gameskraft, Airmeet, and Lafz. We spoke about</p>
<p>-Indian Startup ecosystem</p>
<p>-Thought process before early investment in Flipkart</p>
<p>-Being in Fortune 40 under 40</p>
<p>-How it feels like running company with own life partner</p>
<p>I really enjoyed it!!</p>
<p>This episode is brought to you by <a href="https://multipie.co/" rel="noopener noreferrer">multipie.co</a> where we believe Investing is an ignored life skill and it's time to change it. Multipie is building up a platform where people can form community and learn, share , collaborate on growing their wealth using right tools. We want your hard earned money to work for you</p>
<p>Show Notes</p>
<ul>
<li>1:30: Indian startup ecosystem</li>
<li>5:00: Sectors in startups to outperform</li>
<li>8:45: Will startups be able to monetize</li>
<li>10:30: Abhishek's professional Journey</li>
<li>15:40: Getting funded by Ratan Tata</li>
<li>17:00: Thought process before being an early investor in Flipkart</li>
<li>21:00: Qualities you see in founders prior to investing</li>
<li>23:20: Advice for investing in private equity</li>
<li>26:00: Stereotypes while investing in private markets</li>
<li>28:00:Startups listing in private markets</li>
<li>29:20: How it feels like being fortune 40 under 40</li>
<li>30:15: How it feels like to run a company with your life partner</li>
<li>32:30: Any one investment which has excited you</li>
<li>35:05: Learnings from companies which have failed</li>
<li>36:35: Life idol</li>
<li>39:12: Favorite Books</li>
<li>40:00: Closing remarks<br>
</li>
</ul>
Listen:
Vaibhav Sanghavi-Managing largest Hedge fund in India
<p>My guest for today is <a href="https://www.linkedin.com/in/vaibhavsanghavi/">Vaibhav Sanghavi</a> , Co-CEO, <a href="https://www.avendus.com/india/alternate-strategies">Avendus Capital Public Markets Alternate Strategies LLP. </a>Vaibhav Sanghavi has an overall work experience of 18 years with deep domain expertise in hedge funds. As part of his role, he is the lead portfolio manager for all its funds and holds a track record of outperforming markets across cycles. His expertise in generating risk-adjusted returns in equities across strategies has played a key role in Avendus being able to secure its position as the largest onshore hedge fund in India. Vaibhav has made a significant contribution to the development of AIFs (Alternative Investment Funds) in India, being an advisor to and member of various industry bodies. Prior to joining Avendus, Vaibhav worked with Ambit Investment Advisors as a Managing Director where he was responsible for driving their hedge fund business. Before Ambit, he worked for 3 years with DSP Merrill Lynch’s strategic risk group and was responsible for managing their proprietary investments in equities amounting to USD 1 billion. Vaibhav is a Chartered Accountant and has graduated from Narsee Monjee College of Commerce and Economics, Mumbai.<br>
<br>
This episode is brought to you by <a href="https://multipie.co/" rel="ugc noopener noreferrer" target="_blank">multipie.co</a> where we believe Investing is an ignored life skill and it's time to change it. Multipie is building up a platform where people can form community and learn, share , collaborate on growing their wealth using right tools. We want your hard earned money to work for you<br>
<br>
Show Notes:</p>
<ul>
<li>1:20 Introduction to Vaibhav Sanghvi</li>
<li>2:55 What is a hedge fund</li>
<li>8:58 Hedge fund behaviour during times of volatility</li>
<li>11:20 Investing experience broken down</li>
<li>14:36 Value and growth investing</li>
<li>17:10 Investment stereotypes people need to break</li>
<li>22:23 Mental model/framework used while tracking funds</li>
<li>23:57 Love for chess</li>
<li>27:00 First stock vaibhav bought</li>
<li>28:23 Last bool vaibhav read</li>
<li>29:28 Investment idol</li>
<li>30:08 Life idol</li>
<li>30:56 Vaibhav Sanghvi in 5 years</li>
<li>31:50 ESG investing</li>
<li>34:25 On rise of retail investing</li>
<li>35:50 Mentorship advice</li>
</ul>
Listen:
Kalpen Parekh - Deep thinking and Investment philosophy
<p>My guest today is Kalpen Parekh (<a href="https://twitter.com/KalpenParekh">https://twitter.com/KalpenParekh</a>) , President of DSP Investment Managers Pvt. Ltd (<a href="https://invest.dspim.com/">https://invest.dspim.com/</a>) DSPIM is one of the leading Mutual Fund house in India. Kalpen has over two decades of experience in finance and asset management. He is a deep thinker and passionate about behavioural finance and believes that investor behaviour is one of the most crucial aspects to a good investment experience. Mr. Parekh has undertaken various initiatives in the organisations that he has worked with to highlight the importance and learnings of behavioural finance across the value chain.</p>
<p>This episode is brought to you by <a href="//multipie.co">multipie.co</a> where we believe Investing is an ignored life skill and it's time to change it. Multipie is building up a platform where people can form community and learn, share , collaborate on growing their wealth using right tools. We want your hard earned money to work for you</p>
<p><br></p>
<p>Show Notes</p>
<ul>
<li>1:23- Introducing kalpen parekh.</li>
<li>3:25- Favorite book- Psychology of Money</li>
<li>7:23- Kalpen's investing journey and guidance for people starting out</li>
<li>15:00- Risk Management and elimination with Kalpen</li>
<li>18:30: Kalpen's view on investing in Gold.</li>
<li>23:10: Kalpen's view on spurious correlations</li>
<li>28:50- Kalpen's view on timing the market and time in the market</li>
<li>34:13- Kalpen's opinion on career</li>
<li>37:38- World becoming an open university</li>
<li>38:39- Ethics at DSP</li>
<li>40:43: Kalpen's view on different styles of money managers</li>
<li>48:00- Rapid fire with Kalpen</li>
</ul>
Listen:
Breaking Investment Stereotypes by Rajkumar Singhal. Episode 1
<p>Join us in going through 20+ year of investment journey of fixed income veteran Sandeep Baid . He has extensive experience in running credit business at Bank of America Merrill Lynch. He then went on to be the founding member of Indostar Capital (<a href="//www.indostarcapital.com">www.indostarcapital.com</a>) , one of the leading NBFC. </p>
<p>Books Referrred: Intelligent Investor by Benjamin Graham </p>
<p><a href="https://www.amazon.com/Benjamin-Graham/e/B000APZXBQ%3Fref=dbs_a_mng_rwt_scns_share">https://www.amazon.com/Benjamin-Graham/e/B000APZXBQ%3Fref=dbs_a_mng_rwt_scns_share</a></p>
<p>LinkedIn Profile</p>
<p>Guest: Sandeep Baid</p>
<p><a href="https://www.linkedin.com/in/sandeep-baid-3528b228">https://www.linkedin.com/in/sandeep-baid-3528b228</a></p>
<p>Host: Rajkumar Singhal</p>
<p><a href="https://www.linkedin.com/in/rajkumar-singhal/">https://www.linkedin.com/in/rajkumar-singhal/</a></p>
<p><br></p>
Listen:
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