Latest Capitalmind Podcast Episodes
What is front running, really?
Capitalmind Podcast - June 28, 2024 09:39 - 59 minutesPicture this: You’re at your favourite bakery, and you overhear that a celebrity is about to place a massive order for your favourite pastries. You rush to buy them all up before the celeb can, hoping to sell them back at a premium. That, in essence, is front running in the financial world. W...
The Hulla Over Inheritance Tax
Capitalmind Podcast - May 23, 2024 06:29 - 50 minutesRecently, the mere hint of an inheritance tax proposal sparked a mini-political crisis? Thanks to a quick government rebuttal, it’s off the table—at least for now. But that’s not where the story ends. As always, Deepak and Shray go head-to-head, weighing the merits and pitfalls of this hot-but...
Momentum Investing in India with Anoop Vijaykumar
Capitalmind Podcast - May 03, 2024 14:13 - 33 minutesIn this comprehensive discussion, Fund Manager and Head of Research Anoop Vijaykumar and Shray Chandra distil the key lessons from over five years of managing the Capitalmind Adaptive Momentum portfolio. Get a concise overview of the principles of momentum investing driving the portfolio’s suc...
All is forgiven in the financial markets
Capitalmind Podcast - April 23, 2024 10:14 - 1 hourHave you ever wondered why finance seems to have a forgiving nature? From the sins of the past being easily forgotten to the belief in second chances, we'll explore the nuances of forgiveness in the financial realm. We'll dissect the tactics some "for education purposes only" players use to ...
Super-money: Why everyone wants to be everything in Finance
Capitalmind Podcast - April 04, 2024 05:53 - 1 hourThe idea that finance companies want to do everything from payments to lending to broking to investments is strange - why not just be good at one thing? It’s a simple explanation, it turns out. Find out more about the business of money in a language you can easily understand, through the wor...
Why do financial markets have circuit limits?
Capitalmind Podcast - March 05, 2024 09:16 - 42 minutesEver wondered why circuits are in place? It all started on Black Monday in 1987, where a 25% market correction prompted the introduction of market-wide circuit breakers in the US. These limits aimed to ensure market maker solvency and prevent panic-induced trading. Fast forward to 2001, and...
RBI hits NBFCs hard with two new regulations
Capitalmind Podcast - January 30, 2024 10:00 - 1 hourIn today's episode, we delve deep into the recent actions taken by the Reserve Bank of India (RBI) towards the end of 2023 and the ensuing ripple effects they've set off. The RBI, often the silent architect of our financial landscape, has made strategic manoeuvres that reshape the terrain for ...
A Deeper Look into Asset Management in India
Capitalmind Podcast - January 20, 2024 06:37 - 1 hourJoin us on Capitalmind Podcast, where we demystify the world of finance without the jargon. In today’s episode, talk about the asset management industry in India and what’s in store for the future. Now get this - Mutual Funds own only 8% of Indian companies, while retail investors own 9%. Le...
How money gets created in India
Capitalmind Podcast - December 05, 2023 05:11 - 1 hourEver wondered about the whole money thing – how it's made, where it comes from? Well, in this podcast episode, we're breaking it all down, and without using any jargons. We also promise that this podcast will not remind you about an economics class. Because, it's not a lecture on economic theo...
Going gaga over options in India
Capitalmind Podcast - November 08, 2023 10:21 - 1 hourIf you are even a little active on social media, especially Twitter, you would have witnessed the exponential increase in tweets related to options trading. Today, we are are going to talk about that - Indian's going gaga over options trading. Deepak & Shray, take a detailed look at this f...
Should you invest in a PMS?
Capitalmind Podcast - October 11, 2023 06:03 - 1 hourWelcome back to the Capitalmind Podcast – a place where we dissect the nuances of finance and investing, in a world that never stops changing. Your hosts, Deepak & Shray, are here to de-clutter yet another topic in their lucid and candid style. In today's episode, we're zooming in on Portfolio...
How to invest a lumpsum amount?
Capitalmind Podcast - August 22, 2023 05:33 - 1 hourYou've tuned in to another episode of The Capitalmind Podcast, where we tackle a question that's been on your mind: "There's a lumpsum in hand, what's your next move?" In a world where SIPs are all the rage, we're steering the ship towards understanding how to strategically deploy a substantia...
Stock market returns are lumpy. Get used to it!
Capitalmind Podcast - July 20, 2023 06:36 - 1 hourOur latest podcast episode is here, and it's all about exploring the different ways investors make money in the market. From thrilling arbitrage strategies to the art of short-term trading, we'll cover it all in a language that even your neighbour's fish could understand (well, almost!). But...
What Lies Behind Mutual Fund Expense Ratios: SEBI’s Call for Transparency in TERs
Capitalmind Podcast - June 09, 2023 06:52 - 1 hourWelcome back to another episode of our podcast, where we dive deep into the world of finance and investment. In today's episode, we will be exploring the fascinating realm of mutual fund costs and SEBI's recent proposals to bring them down. As the saying goes, "The devil is in the details," an...
How arbitrage funds might have systemic risk on a tax-rule change
Capitalmind Podcast - June 01, 2023 10:57 - 44 minutes"If it looks like a duck, swims like a duck, and quacks like a duck, then it probably is a duck", goes the saying. Arbitrage mutual funds are actually taxed as equity funds but they actually behave as debt funds. And this tax arbitrage of arbitrage funds is what the regulators may be looking t...
[Podcast] Here’s why taxes impact your investing decisions
Capitalmind Podcast - May 02, 2023 14:46 - 1 hour"Taxation is the price we pay for civilisation," as the saying goes. But what happens when the price tag keeps going up? You may have thought you understood the friendly taxation system, until a new rule comes up that leaves you feeling like you've been sucker-punched. That's what recently hap...
How does short selling work?
Capitalmind Podcast - March 28, 2023 07:14 - 1 hour“A market without bears would be like a nation without a free press. There would be no one to criticize and restrain the false optimism that always leads to disaster” - Bernard Baruch Short selling is mostly misunderstood and often demonized. Quite understandable, it's difficult to put your ...
What led to the crisis at Silicon Valley Bank (SVB)?
Capitalmind Podcast - March 17, 2023 08:59 - 1 hourThings escalate and hit the fan very quickly in banking. It's fascinating to see how banks go belly-up for the same fundamental reasons but in an entirely unique way each time. It's like being served the same romantic comedy story again and again with different actors, locations, and songs. Bu...
The problem with "adjusted" financial accounts
Capitalmind Podcast - March 02, 2023 12:13 - 1 hourAnyone who thinks financial accounting is boring hasn't seen the creativity in some of the financial statements. Not just in India but across the world. In this podcast, Deepak and Shray discuss the shenanigans of financial accounting while referencing various case studies from the business wo...
SEBI takes a big chunk of income away from stock brokers
Capitalmind Podcast - February 17, 2023 06:06 - 1 hourStockbroking is a unique business enabling millions of people to trade billions of dollars of stocks with unknown counterparties. All trades, in this highly regulated ecosystem, are executed seamlessly, settled correctly, and recorded meticulously. It’s fascinating to see how far India has...
Where to invest in 2023?
Capitalmind Podcast - January 30, 2023 08:08 - 1 hourForecasting is a very difficult business, like selecting lottery tickets. No one could have predicted 2022 as a year in which there was geopolitical war, worldwide inflation, a massive hike in interest rates worldwide, and the US S&P 500 down about 20%, and yet, the Indian markets ended up 4%. I...
Imagining MERA: My Empowered Retirement Account
Capitalmind Podcast - January 04, 2023 09:25 - 45 minutesIn this conversation with Shray, Deepak shares why he feels now is the time for India's concept of a Retirement Account - he calls it the MERA account. This account should help improve investment opportunities for retail customers, create a longer-term investment horizon and push people to save ...
LIC's Uncommon Profit and The HDFC Twins
Capitalmind Podcast - December 01, 2022 14:21 - 47 minutesOf late, we have been discussing macro trends that affect the stock markets, the economy, and as an extension, the world. We have been zooming out to capture the big picture painted by investors, regulators, and the invisible hand of Mr. Market. In this episode, Deepak & Shray break from the t...
Podcast: Investing in a world with high interest rates
Capitalmind Podcast - November 17, 2022 05:14 - 1 hourAs we slowly settle into the post-pandemic era, one of the hallmarks of this period has been higher inflation than we have seen in the recent past. In response to rising inflation, central banks across the world have responded with a fierce interest rate hiking excursion. As a consequence, nei...
Podcast: UPI is most valuable when free
Capitalmind Podcast - September 23, 2022 11:53 - 1 hourRBI released a discussion paper that said: We’ve let you good people live all this time with “free” payment systems, so should we allow banks to start charging now? Specifically for UPI, which has reached volumes of 10 lakh crore rupees per month? And should we charge merchants? Deepak's answe...
Why SEBI should implement India's EDGAR and more
Capitalmind Podcast - September 08, 2022 14:32 - 1 hourRecently, as of 7th September 2022, total Demat accounts in India touched the 10 crore mark. This is a staggering increase from 4 crore Demat accounts in Mach 2020. This alone is a testimony of increased participation and inclusion of individuals in Indian markets. More and more Indians, espec...
Turbulent times - RBI thrives, Fed fumbles
Capitalmind Podcast - August 21, 2022 17:42 - 1 hourMarkets are slaves of earnings and liquidity. Liquidity has taken prominence after the coronavirus outbreak. At first, central banks across the world increased liquidity by cutting rates and helping their populace to live through the pandemic. Then the after effects of increasing liquidity hit –...
Why the crypto crash impacts you?
Capitalmind Podcast - July 25, 2022 04:10 - 1 hourCrytocurrencies were all the rage in past few years on account of rising asset prices and volatility. Now, they are going through a bear market that has witnessed some popular currencies going totally bust. This pehnomemnon of an "asset class" going from hot to untouchable is not new. We've seen...
Is it a good time to invest in gold?
Capitalmind Podcast - June 29, 2022 16:26 - 48 minutesIn this episode, Deepak and Shray unravel different aspects related to investing in gold. Gold has been around as a store of value for a couple of millennia, probably longer, because of how little there is and how difficult it is to get out of the earth. Now get this - all the Gold mined wo...
Masala Money: Krish Ashok X Deepak Shenoy on Food and Finance
Capitalmind Podcast - May 05, 2022 10:50 - 2 hoursTwo engineers get together to discuss two life essentials - food and money! Our food expert is Krish Ashok. Ashok is Global Head, Digital Workplace at TCS. He is a techie, a musician and an author. He talks about the science behind food, the history of food and offers a lot of food for thought f...
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