Nilesh Shah - Group President and MD of Kotak Mahindra Asset Management

Breaking Investment Stereotypes with Rajkumar Singhal

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הוסף לפני four שנים

תוכן מסופק על ידי Rajkumar Singhal. כל תוכן הפודקאסטים כולל פרקים, גרפיקה ותיאורי פודקאסטים מועלים ומסופקים ישירות על ידי Rajkumar Singhal או שותף פלטפורמת הפודקאסט שלהם. אם אתה מאמין שמישהו משתמש ביצירה שלך המוגנת בזכויות יוצרים ללא רשותך, אתה יכול לעקוב אחר התהליך המתואר כאן https://he.player.fm/legal.

Talkin‘ Politics & Religion Without Killin‘ Each Other

1
David French | Friends or Enemies? Overcoming Divides with Justice, Kindness, and Humility in a Polarized America 1:15:36

לפני 19 ימים1:15:36

הפעל מאוחר יותר

רשימות

לייק

אהבתי

1:15:36

In this episode, we welcome back David French, columnist for The New York Times , former constitutional attorney, and author of Divided We Fall . We discuss the current state of American democracy, the challenges of political division, and how we can engage in civil discourse despite deep ideological differences. David also shares a personal update on his family and reflects on the profound trials and growth that come with adversity. 📌 What We Discuss: ✔️ How David and his family navigated the challenges of a serious health crisis. ✔️ The rise of political polarization and the factors driving it. ✔️ Why distinguishing between “unwise, unethical, and unlawful” is crucial in analyzing political actions. ✔️ How consuming different perspectives (even opposing ones) helps in understanding political dynamics. ✔️ The role of Christian values in politics and how they are being redefined. ⏳ Episode Highlights 📍 [00:01:00] – David French’s background and his journey from litigation to journalism. 📍 [00:02:30] – Personal update: David shares his wife Nancy’s battle with cancer and their journey as a family. 📍 [00:06:00] – How to navigate personal trials while maintaining faith and resilience. 📍 [00:10:00] – The danger of political paranoia and the pitfalls of extreme polarization. 📍 [00:18:00] – The "friend-enemy" paradigm in American politics and its influence in Christian fundamentalism. 📍 [00:24:00] – Revisiting Divided We Fall : How America’s divisions have devolved since 2020. 📍 [00:40:00] – The categories and differences of unwise, unethical, and unlawful political actions. 📍 [00:55:00] – The balance between justice, kindness, and humility in political engagement. 📍 [01:00:00] – The After Party initiative: A Christian approach to politics focused on values rather than policy. 💬 Featured Quotes 🔹 "You don't know who you truly are until your values are tested." – David French 🔹 "If we focus on the relational, we can have better conversations even across deep differences." – Corey Nathan 🔹 "Justice, kindness, and humility—if you're missing one, you're doing it wrong." – David French 🔹 "The United States has a history of shifting without repenting. We just move on." – David French 📚 Resources Mentioned David French’s Writing: New York Times David’s Book: Divided We Fall The After Party Initiative – More Info Advisory Opinions Podcast (with Sarah Isgur & David French) – Listen Here 📣 Call to Action If you found this conversation insightful, please: ✅ Subscribe to Talkin' Politics & Religion Without Killin' Each Other on your favorite podcast platform. ✅ Leave a review on Apple Podcasts, Spotify, or wherever you listen: ratethispodcast.com/goodfaithpolitics ✅ Support the show on Patreon: patreon.com/politicsandreligion ✅ Watch the full conversation and subscribe on YouTube: youtube.com/@politicsandreligion 🔗 Connect With Us on Social Media @coreysnathan: Bluesky LinkedIn Instagram Threads Facebook Substack David French: 🔗 Twitter | BlueSky | New York Times Our Sponsors Meza Wealth Management: www.mezawealth.com Prolux Autogroup: www.proluxautogroup.com or www.granadahillsairporttransportation.com Let’s keep talking politics and religion—with gentleness and respect. 🎙️💡…

לפני 3 שנים 57:15

MP3•בית הפרקים

This episode is brought to you by multipie.co 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

Show notes:

00:25-02:30 Introduction

02:30-05:00 Personal Life of Nilesh Shah

05:00-06:20 Fixed income, first love of Nilesh Shah

06:20-07:00 Moved to Equity in 2003

07:00-08:45 Mutual Fund, just the right path

08:45-12:00 Views on the market

12:00-15:00 Corrections in small-cap & mid-cap

15:00-21:50 Comparison of the 2003-08 Capex cycle with current markets

21:50-27:20 Trends in the coming years

27:20-31:00 Role of Indian Government towards double-digit growth

31:00-34:10 Views on the Automobile sector

34:10-37:05 Why are people moving to safe asset classes?

37:05-39:00 Road ahead for Mutual Funds

39:00-41:50 Evaluating Fund Managers

41:50-44:00 Discount Brokerage Firms; partners in expanding the market

44:00-46:10 Nilesh Shah's Investment Strategy

46:10-47:35 Sectors that will play a pivotal role in the Capex cycle

47:35-50:15 Biggest Mistake during his career

50:15-52:25 Views on the Indian Fixed Income Market

52:25-55:35 Key takeaways on Crypto Industry

55:35-56:45 Predictions on the Market

56:45-57:45 Advice to 20 year own self

28 פרקים

#Trading #Business #Rajkumar Singhal

Nilesh Shah - Group President and MD of Kotak Mahindra Asset Management

Breaking Investment Stereotypes with Rajkumar Singhal

published לפני 3 שנים

שתפו

MP3•בית הפרקים

Show notes:

00:25-02:30 Introduction

02:30-05:00 Personal Life of Nilesh Shah

05:00-06:20 Fixed income, first love of Nilesh Shah

06:20-07:00 Moved to Equity in 2003

07:00-08:45 Mutual Fund, just the right path

08:45-12:00 Views on the market

12:00-15:00 Corrections in small-cap & mid-cap

15:00-21:50 Comparison of the 2003-08 Capex cycle with current markets

21:50-27:20 Trends in the coming years

27:20-31:00 Role of Indian Government towards double-digit growth

31:00-34:10 Views on the Automobile sector

34:10-37:05 Why are people moving to safe asset classes?

37:05-39:00 Road ahead for Mutual Funds

39:00-41:50 Evaluating Fund Managers

41:50-44:00 Discount Brokerage Firms; partners in expanding the market

44:00-46:10 Nilesh Shah's Investment Strategy

46:10-47:35 Sectors that will play a pivotal role in the Capex cycle

47:35-50:15 Biggest Mistake during his career

50:15-52:25 Views on the Indian Fixed Income Market

52:25-55:35 Key takeaways on Crypto Industry

55:35-56:45 Predictions on the Market

56:45-57:45 Advice to 20 year own self

28 פרקים

#Trading #Business #Rajkumar Singhal

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לפני 3 years1:04:07

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לפני 3 years1:04:50

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לפני 3 years1:01:16

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לפני 3 years1:21:29

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My guest for today is Siddharth Bhaiya . Siddhartha is the Managing Director and Fund Manager at Aequitas Investment Consulting Private Limited , 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). This episode is brought to you by multipie.co 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. Show Notes 0.48- 2.47 Introduction 2.48- 5.05 Why Siddharth’s bio says - “I am the next multibagger” 5.06- 10.31 Siddhartha’s life journey before starting Aequitas & what made him start his own fund management company 10.31- 11.54 Aequitas’s journey from getting its first cheque from initial clients 11.55- 16.58 Psychology of money & how to actually implement it? 16.59- 20.10 How can one learn to hold stocks even during drawdowns? 20.11- 29.26 How to identify multibaggers & consistently hold on to them for a long period to create wealth 29.27- 32.55 What does contrarian investing actually mean? 32.56-40.52 Detecting right cycles at the right time 40.53-43.28 Sectors/themes Siddhartha is bullish on 43:00 Why bullish on Infrastructure as a sectoral theme 43:29 How should individual react to FED hikes and recent drawdowns 49:55 Aequitas 5 year performance and how did Siddharth bounce back post Mar-20 drawdown 53:09 What did Siddharth learn from his mistakes about selling stocks early 55:44 Views on IPO listings in 2021 and if Siddharth likes any 59:10 Do as the promoter do - how to track promoter activity 1:00:00 Why should parents teach delayed gratification to kids 1:03:16 Stocks that changed Siddharth’s life - Bharti Airtel and Avanti Feeds 1:06:08 Why should investors NOT research ideas not in their valuation range 1:09:00 Why Gold should be part of investment allocation 1:13:44 We are in the business of making mistakes, not repeating them 1:18:00 Book recommendation for all - One up on Wall Street…

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Anthony "Pomp" Pompliano and Sumit Gupta - All things about Crypto 50:46

לפני 3 years50:46

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We have a special episode today..we are bringing two of the world’s leading crypto experts as guests. Anthony Pompliano 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. 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. Sumit Gupta, Co-Founder & CEO, CoinDCX Sumit Gupta 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. 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. Show notes 00:20 Introduction of Multipie and the show 01:11 Introduction of Crypto + Pomp + Sumit 03:15 Monetary revolution v/s technology revolution 05:51 Comparing Bitcoin to Digital Gold 08:20 Bitcoin as an investment opportunity for retail investors 11:13 Sumit's views on how the Indian govt. has been regulating the space in the last 4-5 years 14:50 How do exchanges like CoinDCX manage to handle the volatility in the crypto space? 16:21 Pomp's take on launch of a Bitcoin ETF in the US 18:42 Will cryptocurrency be accepted world-wide? 24:28 Cultural revolution in this industry 27:24 Are NFTs coming out as an application of the technology? 30:19 Views on selecting a currency out of the 5000+ already in circulation 32:43 Smarter application of the cryptocurrency 34:11 Takeaways on Dogecoin 35:19 Explaining Central Bank Digital Currency 37:14 Advice to young crypto enthusiasts 40:20 Closing remarks for Pomp 40:46 Sumit's take on Bitcoin as an replacement to gold 43:47 Looing into the metaverse from an Indian view point 46:22 Where does India rank in the global crypto space? 48:34 How are the Indian investors reacting to the market volatility?…

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Hiren Ved - CEO, Director, CIO, Alchemy Capital Management. 1:32:56

לפני 3 years1:32:56

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My guest for today is Hiren Ved . Hiren is the Co-Founder, Director, CEO, and CIO, Alchemy Capital Management . 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. 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 multipie.co 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. Show notes: 0:00 Introduction 2:43 What made Hiren Ved so fascinated towards stock markets? 7:10 What made Hiren from heading the equity research department to start his own PMS- Alchemy capital? 11:17 Hiren’s investing style - how it has evolved over the last 20+ years 14:25 What are several elements which made Hiren a successful investor & his key learnings from the market? 22:12 How to get exposure in different themes and different market cycles at the reasonably right time? 32:25 How does Hiren see the next 10 years in India? 48:41 What are the 3-4 sectors Hiren is bullish on? 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. 1:13:35 Thoughts on impact of potential financial tightening in the US and India. 1:19:12 Hiren’s suggestion for new Investors 1:23:46 One important Investing stereotype which Hiren wants to break. 1:26:06 What does Hiren reads about except Equities & markets 1:30:41 What advice would Hiren give to his 20-year-old self?…

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Radhika Gupta - MD & CEO, Edelweiss AMC 1:07:47

לפני 3 years1:07:47

1:07:47

My guest for today is Radhika Gupta . Radhika is Currently MD & CEO of Edelweiss Asset Management Limited . 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, She has recently been elected as Vice Chairperson at AMFI. 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. 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. 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, ‘ The Girl with a Broken Neck ’, has garnered over 1.8 L views. This episode is brought to you by multipie.co 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 Show notes: 0.35- 2.35: Radhika’s Introduction 2.36- 5.42: Radhika’s life journey 5.43- 9.07: Habits that Radhika shaped by living in Italy 9.08- 12.13: Thoughts on the importance of community 12.14- 16.05: View on Indian educational ecosystem 16.06- 19.10: Radhika’s experience of starting the career by trading mortgage loans, Ninja loans, CDOs, etc. 19.11- 23.06: Experience during the financial crisis in 2008 in India 23.07- 25.26: What made her move to India from the US 25.27- 28.32: Learnings from building her own company- Forefront capital 28.33- 30.23: How she lost money due to poor asset allocation during the financial crisis 30.24- 35.03: Journey from becoming one of youngest CEOs & being lost initially to now completing 5 years in industry & feeling settled now 35.04- 38.5: How Social media helped Radhika so much in her life 38.6- 43.36: How are Debt index funds a better alternative to FDs 43.37- 47.55: What does Edelweiss look at before adding any company to their IPO fund 47.56- 52.04: The myths of Passive investing 52.05- 53.55: Is the retail interest towards markets structural? 53.56- 55.48: How can one have a portfolio which is very simple with an element thrill factor at the same time 55.49- 56.59: One habit that can help in becoming a better investor 57.00- 1.02.11: What can be done to increase women participation in financial services 1.02.11- 1.07.17: The importance of mental health in a workplace 1.07.18- 1.07.51: What advice she would give to her 20year old self…

1
Aditi Kothari - Vice Chairperson of DSP Investment Managers 42:08

לפני 3 years42:08

42:08

My guest for today is Aditi Kothari . Aditi Kothari Desai is the Vice Chairperson of DSP Investment Managers Pvt Ltd . (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. This episode is brought to you by multipie.co 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 Show Notes 00.00-2.18: Introduction 2.19-4.15: Life Journey of Aditi kothari 4.16-5.26: What made Aditi enter Fixed income industry from Investment banking 5.27-9.17: Trajectory in mutual fund industry (How 90Mn$ fund turned into 1.2Bn$ in just a year) 9.18-12.53: How was the digital transaction platform built in DSP? 12.54-14.47: Why DSP invested in smallcase? 14.48-18.46: View on future of digital platforms 18.47- 20.58: Which financial products have a high potential customer demand? 20.59- 23.11: Upcoming trends in the mutual fund industry. 23.12-26.58: What can be done to increase women participation in the financial markets? 26.59- 31.55: What financial independence actually means for women? 31.56- 33.19: Will the retail enthusiasm of directly investing in equities continue or will end with the bull market? 33.20- 34.36: Types of alternative asset classes 34.37- 34.31: Role of Aditi in philanthropy funds & trusts 34.32- 39.59: Advice to Aditi’s 20yr old self 40.00- 41.55: What motivates Aditi everyday?…

1
Nilesh Shah - Group President and MD of Kotak Mahindra Asset Management 57:15

לפני 3 years57:15

57:15

My guest for today is Nilesh Shah 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 Kotak Mahindra Asset Management Company Limited . 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. This episode is brought to you by multipie.co 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 Show notes: 00:25-02:30 Introduction 02:30-05:00 Personal Life of Nilesh Shah 05:00-06:20 Fixed income, first love of Nilesh Shah 06:20-07:00 Moved to Equity in 2003 07:00-08:45 Mutual Fund, just the right path 08:45-12:00 Views on the market 12:00-15:00 Corrections in small-cap & mid-cap 15:00-21:50 Comparison of the 2003-08 Capex cycle with current markets 21:50-27:20 Trends in the coming years 27:20-31:00 Role of Indian Government towards double-digit growth 31:00-34:10 Views on the Automobile sector 34:10-37:05 Why are people moving to safe asset classes? 37:05-39:00 Road ahead for Mutual Funds 39:00-41:50 Evaluating Fund Managers 41:50-44:00 Discount Brokerage Firms; partners in expanding the market 44:00-46:10 Nilesh Shah's Investment Strategy 46:10-47:35 Sectors that will play a pivotal role in the Capex cycle 47:35-50:15 Biggest Mistake during his career 50:15-52:25 Views on the Indian Fixed Income Market 52:25-55:35 Key takeaways on Crypto Industry 55:35-56:45 Predictions on the Market 56:45-57:45 Advice to 20 year own self…

1
Jitendra Chouksey - Founder and CEO, Fittr 1:01:33

לפני 3 years1:01:33

1:01:33

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 guest for today is Jitendra Chouksey . 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 Sequoia Capital . 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. For this episode I am also joined by my co founder, Mihir Patki who is very passionate about nutrition in same way as investing. He has been one of the early believers in Fittr as well. This episode is brought to you by multipie.co 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 Show notes: 0:00 - Introduction 2:31 - JC's life journey 9:01 - Why JC did not like Y Combinator? 11:36 - How Fittr stayed profitable even after giving sharing secret sauce in public? 13:45 - Culture development in Fittr community? 15:53 - Fittr's exploration in mental health and kids' fitness 17:54 - Transformation challenges between TC1 and TC13 20:14 - JC's hacks to change anyone's life 22:24 - Ups and Downs in Fittr's journey. 26:02 - How did JC imbibe rich culture in Fittr community? 29:08 - JC's early team and co-founders 36:52 - Suniel Shetty's impact on JC's life 40:02 - What will Fittr do with series A funds? 44:26 - Important numbers, metrics and future goals of Fittr 46:37 - Bursting myths about fitness 47:58 - Quick game on parallel between Investing and fitness 55:57 - JC's personal investing plans 59:04 - JC's advice for his 20-year-old self…

1
Swanand Kelkar - Former Managing Director, Morgan Stanley 1:20:54

לפני 3 years1:20:54

1:20:54

My guest for today is Swanand Kelkar . 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 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. 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. This episode is brought to you by multipie.co 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 Show notes: 0:00: Introduction 5:18: From Gangadhar to Shaktimaan - how did sabbatical change Swanand 6:52: On setting dozens of “No Agenda Meetings” 10:23: Should macro-economy matter for individual investors 12:40: Capex vs consumption cycle - Why L&T can outperform HUL 15:23: Swanand’s mistake of making pure macro call 18:36: Why India has a valuation premium vs. other Emerging Markets? 25:30: Superior returns comes from out-behaving & not out analysing 27:32: Say “I don’t know” more often and focus on process vs khabar 34:12: Swanand's stock and portfolio construction approach 37:30: Concentrating to one sector OR across industries 40:21: Swanand's longest investments 41:43: Active vs. Passive investments 46:23: How to access recent IPOs? 50:57: How to choose: Asset heavy vs. Asset light? 52:44: Hard to fail when you aim high enough 56:33: Attitudinal shift in GenZ 1:01:03: Actionable ideas from GenZ trend 1:05:21: Thoughts on recent China's crackdown 1:07:49: Myth that everyone believes in 1:10:38: Lessons from Vipassana and Cricket 1:16:31: Book recommendations 1:18:10: Advice to Swanand's 20yr old self…

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Andrew Holland - CEO at Avendus Capital Public Markets Alternate Strategies LLP 1:01:53

לפני 4 years1:01:53

1:01:53

My guest for today is Andrew Holland . Andrew is currently CEO of Avendus Capital Public Markets Alternate Strategies LLP . 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. This episode is brought to you by multipie.co 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 Show notes: 01:36 - Why did Andrew move to India? 05:49 - Thoughts on India's longest rally without 10% decline 08:08 - Corollary with 2003-2007 capex cycle and FII flow into India 12:04 - Are we at the start of a capex cycle from the private sector? 14:55 - Misconceptions around Hedge fund investing 18:23 - How will the Fed's tapering impact Indian and global markets? 25:42 - India's green shoots and slowdown in global ecosystem 30:37 - Where are we in the "Commodity bull run"? 33:24 - Andrew's take on Valuations of Indian market 38:01 - Which sectors are overestimated and underestimated? 43:22 - Future course of action for Avendus Capital 48:07 - Andrew's best long and short calls 56:22 - Investment Stereotype Andrew wants to break 59:20 - Andrew's advice to his 20yrs old self…

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Neha Singh and Abhishek Goyal - Co Founders, Tracxn 1:11:33

לפני 4 years1:11:33

1:11:33

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 Neha Singh and Abhishek Goyal , Co Founders of Tracxn 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. 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. 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. 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. This episode is brought to you by multipie.co 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 Show notes: 0:00 - Introduction 3:20 - From Engineer to VC to Founder: How Neha shaped her career? 6:02 - Abhishek's career journey from a conventional family to founding Tracxn 9:44 - Tracxn Journey from Inception 12:36 - How does Tracxn collect data at scale? 14:11 - Tracxn's early vision 15:55 - Highs and lows in starting days 18:55 - Tracxn's growth and competition story 22:56 - Tracxn's drive: Private market investors vs. Large corporates 24:44 - Impact of Tracxn on Private market investing 27:42 - Future of traction in next 10 years 29:46 - Will Tracxn serve retail investors too? 31:31 - Sales strategy of Tracxn 34:21 - Evolution of Indian Unicorns & Startup ecosystem 37:00 - Are VCs too bullish on Indian startups? 39:43 - Lessons from failing startups 42:41 - Secret of successful VCs 45:55 - Women in the Indian startup ecosystem 49:05 - What's Future of work: Remote or In-office? 50:58 - Thoughts on Indian startup IPOs 55:34 - Avenues to look at while investing in Private companies 58:01 - Rapid Fire Round 🔥🔥 59:02 - Top 3 startups to watch out for 1:00:43 - Learnings from life as a VC and Founder 1:04:57 - Advice to 20yr old self 1:07:35 - How does it feel to have a spouse cofounder?…

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Nilesh Shah - Group President and MD of Kotak Mahindra Asset Management