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PODCAST

Capitalmind Podcast

Capitalmind looks at stocks, bonds, funds and the macro to bring you their view on the Indian financial markets. We discuss all things related to investing at our focussed podcast that keeps it simple. For more, go to capitalmind.in and to invest with us, visit capitalmindwealth.com

business investing

All Episodes

01:14:09

The problem with "adjusted" financial accounts

Capitalmind Podcast ·

2023/03/02

Anyone 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 world. This discussion is important because "new age" businesses in India have started reporting "adjusted" accounting statements along with standard reports. While we do understand the need for "adjusted"

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01:08:35

SEBI takes a big chunk of income away from stock brokers

Capitalmind Podcast ·

2023/02/17

Stockbroking 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 come in making this ecosystem world-class and in some cases, the best in the world. In this podcast, Deepak and Shray discuss the nuances of stock broking and how proposed regulations will impact the stock

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01:05:14

Where to invest in 2023?

Capitalmind Podcast ·

2023/01/30

Forecasting 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%. If anyone got this spot on, they could still be terribly wrong for 2023. That’s why we don’t predict, we react. So, what’s going to happen in 2023? We can almost hear this question, despite all the data that

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45:17

Imagining MERA: My Empowered Retirement Account

Capitalmind Podcast ·

2023/01/04

In 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 for their retirements. Listen in as we discuss: The concept of a retirement account Impact on the economy and people Imagining a retirement account scheme that works for India The operational aspect of such

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47:33

LIC's Uncommon Profit and The HDFC Twins

Capitalmind Podcast ·

2022/12/01

Of 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 trend and do something different. Rather than zooming out, we zoom in. We discuss two companies that are going through fascinating developments and make for an interesting discussion. LIC is a recently listed

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01:03:37

Podcast: Investing in a world with high interest rates

Capitalmind Podcast ·

2022/11/17

As 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, neither of the asset classes–stocks, or bonds, have performed well recently. It raises an essential question: how should we look at allocating our savings? That’s precisely what Deepak and Shray are here to talk

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01:20:10

Podcast: UPI is most valuable when free

Capitalmind Podcast ·

2022/09/23

RBI 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 answer is a big NO. He firmly believes that the payments ecosystem (and the economy as a whole) will gain much more than any fees on UPI transactions will. As always, Deepak has a context to his argument and covers

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01:19:44

Why SEBI should implement India's EDGAR and more

Capitalmind Podcast ·

2022/09/08

Recently, 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, especially youngsters, are taking to investing in equities enabled by their smartphones - digital broking, increased information access, and social media influence. The whole securities (stock) market ecosystem has

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01:06:41

Turbulent times - RBI thrives, Fed fumbles

Capitalmind Podcast ·

2022/08/21

Markets 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 – increased inflation. Now, the same banks are sucking out liquidity by increasing interest rates to counter inflation. The looming after effect of increasing rates is the “r” word that is too pious to speak

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01:02:16

Why the crypto crash impacts you?

Capitalmind Podcast ·

2022/07/25

Crytocurrencies 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 this again and again in different forms and proportions. The current bear market in cryptos certainly impacts the investors, start-ups, promoters, and VCs who are directly involved in the crypto business

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48:11

Is it a good time to invest in gold?

Capitalmind Podcast ·

2022/06/29

In 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 would fit in a crate with sides of 21 meters. That’s roughly the length of three and a half standard containers. Yet, in the last decade, this scarce and loved asset class has done just enough to match inflation

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02:44:49

Masala Money: Krish Ashok X Deepak Shenoy on Food and...

Capitalmind Podcast ·

2022/05/05

Two 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 for us to explore further. If you are interested, a good starting point is his famous book - Masala Lab. Our money expert is Deepak Shenoy. Deepak talks about the importance of managing your finances, the

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05:02:46

The creator economy with Amit Varma, and lessons from...

Capitalmind Podcast ·

2022/04/03

Today's episode is a crossover with The Seen and the Unseen podcast, hosted by Amit Varma. Amit and Deepak discuss how their careers - as creators - have evolved with the digital age. And their journey of discovering their own authentic voices. They take a first hand look at the creator economy and how it's shaping the media today. 2:32:00 onwards, they discuss key lessons in Deepak's new book, Money Wise, along with some behind-the-book stories.

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54:32

Why you need to stop buying bankrupt companies

Capitalmind Podcast ·

2022/03/29

What happens when a company goes bankrupt? Why do investors buy their stocks that are headed to zero? In this episode, we explore how the Insolvency and Bankruptcy Code (IBC) has changed the game. Deepak explains the many nuances of current regulations and how they've evolved. We dive into examples such as Bhushan Steel, Sintex and Ruchi Soya - which we hope will give you clarity. Listen in and decide. Would you stay the hell away from such stocks, or start hunting for bargains? --- Understanding

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01:02:54

CBDC - Can RBI make a big leap into the future with...

Capitalmind Podcast ·

2022/03/17

There is a lot to unpack about this new digital currency RBI is talking about. Deepak and Shray built up the discussion by pondering over successive questions. Deepak takes us through how cryptocurrencies currently work. This sets up the context to the current ways of handling digital currencies and we move on to discuss the RBI-backed digital currency - Central Bank Digital Currency (CBDC). Key Points How CBDCs are not cryptocurrencies? And how are they different? Is CBDCs actually required or is

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53:34

What you know about inflation might be wrong

Capitalmind Podcast ·

2022/02/24

As Indians, we discuss Inflation only during elections which makes it less of transient and more of seasonal! But, as investors, we discuss inflation a little more. The latest reason for it is the hammering of growth stocks across markets which is blamed squarely on inflation. In this podcast, we understand the practical concept of Inflation with examples, its impact on your investments, its impact on our daily lives, and how it impacts different people differently. We promise, thinking of inflation

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31:28

The secret to HNI IPO funding that the RBI just killed

Capitalmind Podcast ·

2022/01/20

How do High Net Worth Investors invest SO much in IPOs? Nykaa's IPO saw Rs. 1,00,000 crores invested by the well heeled Indian investors. But not much of it is their own money - they borrow it. In this episode, Deepak and Shray unravel the dynamics of an IPO application for HNIs. From the rules of allocation, the big business of IPO funding, how HNIs can borrow 100X their money, systemic risks, how grey market premium (GMP) works, the role of regulators and the road ahead. Read more here

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44:28

Lessons from 2021, the year irrationality went viral

Capitalmind Podcast ·

2022/01/04

On today's show, Shray asks Deepak about how to make sense of the past two years in the markets, macroeconomics, and the seeming irrationality of it all. They also talk about how to look at the year ahead. Highlights 2021 bad year with all the lives lost, but it happened to be good for markets with the number of IPOs at an all-time high NIFTY returned approximately 23% and has been positive for the 6th consecutive year India being top-heavy, from the income distribution standpoint caused the kid

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48:43

Why SEBI doesn’t want you getting advice from...

Capitalmind Podcast ·

2021/12/14

With technology comes great responsibility, says SEBI, as it attempts to regulate the algorithmic trading markets that have just started to evolve in India. The concept of “API” trading, through Application Programming Interfaces is the standard in the web and app-based world, but SEBI doesn’t want you to manage your own money programmatically. Or, worse, to give it to someone else who is “unregulated” to manage your money through an algorithm either. In this episode we discuss SEBI’s recent

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01:04:08

P2P lending in India. How does it work and are the...

Capitalmind Podcast ·

2021/11/15

How does P2P lending work in India? How safe is P2P lending? Deepak and Shray explore how the industry works, the risks involved and whether the returns are enough to justify the risks. Summary Banks keep a considerable spread between the interest they offer on a deposit and the interest they charge a borrower. So, some people think, why is the spread so big? Why can't I deal with the borrower directly and receive more interest on my money? The problem is you don't know the person you are going to

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101 results

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