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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

55:35

Term Insurance: Why and when do you need it?

Capitalmind Podcast ·

2021/09/18

Episode 41 - Deepak sits down with returning guest Ruchir Kanakia, the founder of the insurance distribution company OneAssure to discuss our favorite insurance product - term insurance. Summary: How term insurance works for you and the company that sells it to you Debt or Dependents – the two reasons to buy term insurance How Covid and the fact that a handful of reinsurers control everything has made your office insurance a bit less reliable – consider buying a personal one too How much coverage

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02:00:10

How Smallcase helped create a new generation of...

Capitalmind Podcast ·

2021/08/31

Episode 40 and we’re speaking to the fintech firm that just raised 40 Million dollars last week - Smallcase! Deepak sits down with co-founders Vasanth and Anugrah to talk about creating a new way to invest in stocks, investment lessons from the pandemic and what’s up next from the Smallcase team.

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02:36:30

Why we run a PMS and how we do it differently

Capitalmind Podcast ·

2021/08/09

What is a Portfolio Management Service? How does it really work? Do they actually benefit their clients? In this episode, Vashistha and Deepak explore PMS' through their experience of running one at Capitalmind. They explain how the operations work, the pros and cons of different fee structures, quantitative strategies and how PMS' are different from AIFs, Mutual Funds and Smallcases.

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01:22:11

Money, after you die

Capitalmind Podcast ·

2021/06/10

How do you plan for a smooth transfer of your wealth after you die? And how do you help someone whose loved one has passed on? In this episode, Shray and Deepak explore what you must do in an unfortunate circumstance of a loved one's death, and for an easy transition in case of your own. We also invite Harshavardhan Ganesan, a practicing lawyer, to give us the legal perspective. Listen in for real life anecdotes from covid, succession certificates, legal wills, and some counter-intuitive

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53:25

Hidden risks to the financial system

Capitalmind Podcast ·

2021/04/15

Are the recent problems - GME, Greensill and Archegos - signs of a damaged financial system that is so terribly fragile that a slightly bigger disaster can easily crush it? Like what Covid has done to the world's health system, are there more hidden risks in our financial system that can trigger a repeat of 2008? In this episode, Deepak and Shray explore what's happened in the US over the past few months, and examples of hidden leverage within India - from Harshad Mehta to Karvy, Zee, DHFL and

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01:20:49

Foundations of health for the wealth-walas, with...

Capitalmind Podcast ·

2021/03/09

On today’s show, Deepak invites Vivek Subramanyam of LiveAltLife to discuss the one thing without which wealth means very little - health. Vivek breaks down the foundations of health to help avoid or even reverse lifestyle diseases as Deepak draws paralells on human behavior from the world of investing.

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01:02:45

How the Govt borrows and why you should lend to them...

Capitalmind Podcast ·

2021/02/26

On today’s show, Shray asks Deepak about government borrowing and debt, how the RBI can help bring down borrowing costs, the new rules that make your provident fund much less attractive and how we can now invest directly in Government bonds instead of Fixed Deposits.

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47:23

Shrinking FD rates, expensive loans and where to...

Capitalmind Podcast ·

2021/01/05

In this episode, Shray and Deepak discuss the evaporating returns from safe investments such as FDs, what it means for lending, and how should you invest in this new (to India) low interest-rate world.

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28:51

Momentum investing, unintuitive yet effective

Capitalmind Podcast ·

2020/10/22

In this episode, Shray and Anoop discuss momentum investing and how we implement it as portfolios at Capitalmind.

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40:09

Getting started with health insurance

Capitalmind Podcast ·

2020/09/16

In this episode, Deepak and Shray invite Ruchir, co-founder of OneAssure, to walk us through how to get started with health insurance.

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32:44

How trend following can make buy and hold better

Capitalmind Podcast ·

2020/08/24

In this episode, Shray and Sandeep discuss how adding a trend following layer to a long-only portfolio can help enhance returns and lower drawdowns, in the context of Capitalmind Chase - our own such strategy.

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41:51

The Big Hairy Audacious Reliance

Capitalmind Podcast ·

2020/08/05

In this episode Deepak takes on the Reliance Jio story. Is the stock in a bubble, is there any danger of it becoming a monopoly and why is there only one Reliance in India. Preview "Dhirubhai Ambani himself is responsible for a lot of the shareholder culture in India. Till the early 80s minority Shareholders were considered like second class citizens - there were institutions and promoters - that was all that people cared about. In Dalal street, the “Operators” would consider retail shareholders the

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01:17:15

Discussing credit scores, trust, valuing your time...

Capitalmind Podcast ·

2020/07/07

Deepak Shenoy of Capitalmind hosts Kunal Shah of CRED as they analyze the affluent - their spending patterns, usage of credit and habits that help them succeed. They talk about high trust groups, creating wealth and incentivizing good behavior. Preview Less than 1% will know what their income per hour is. Therefore, if you find somebody who is making Rs 5,000 per hour (and there are many ways to calculate this). But let’s say you spend 30 mins to get a Rs 1,000 discount on your flight ticket - was

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47:20

Why credit rating agencies are irrelevant and deserve...

Capitalmind Podcast ·

2020/06/09

On today’s show, Shray asks Deepak about the recent downgrade of India by Moody’s. Should we care? Are rating agencies more or less relevant after the 2008 debacle and what does the downgrade mean for India. Preview "There’s an internal class system they have developed. Whether it is between companies or across countries. The developed countries get a different framework to work with and what they call the non-developed is held to a different standard."

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01:05:17

The run on debt mutual funds. Is your money safe? (EP...

Capitalmind Podcast ·

2020/05/04

On today's show, Shray and Deepak discuss debt mutual funds. How do they really work? What do they invest in? And how do you evaluate these funds before investing in them? Preview "The whole money supply in India is about 150 lakh crores. Half of that is in Fixed Deposits with banks. Around 30-40 lakh crores is sitting with government bonds/funds issued by the government. The rest in retail deposits. Debt Mutual funds are nascent in comparison... we’ve calculated that you can pay 80% less tax if you

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44:40

Who moved my market? FIIs? (EP 26)

Capitalmind Podcast ·

2020/04/17

On today's show, Shray and Deepak discuss FIIs (Foreign Institutional Investors). Who are they, how big are they, and what role do they play in our markets? Read the transcript here.

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47:48

How do you invest through a panic? (EP 25)

Capitalmind Podcast ·

2020/03/15

On today’s show, we discuss the extreme volatility in financial markets and the Covid-19 pandemic affecting our daily lives. Is this a panic? How to we invest through this storm? Read the transcript here.

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38:17

How big is LIC anyway? (Ep-24)

Capitalmind Podcast ·

2020/02/25

On today’s show, Deepak Shenoy (CEO) and Aditya Jaiswal (Analyst) try to understand the ₹30 trillion behemoth, the Life Insurance Corporation of India (LIC). Transcript: https://www.capitalmind.in/2020/02/podcast-how-big-is-lic-anyway/

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01:00:04

How India’s amazing new financial infrastructure will...

Capitalmind Podcast ·

2020/02/17

On today's show, Deepak Shenoy (CEO) and Sahil Kini (Co-founder and CEO, Setu) talk about the problems ailing the Indian financial infrastructure and how APIs are shaping the way digital businesses are built. Transcript: https://www.capitalmind.in/2020/02/indias-new-financial-infrastructure-will-enable-better-more-inclusive-bharat-ux/

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28:55

How Budget 2020 impacts the way you save and invest...

Capitalmind Podcast ·

2020/02/07

On today's show, Deepak Shenoy (CEO) and Aditya Jaiswal discuss the impact of the union budget on our savings and investments- would you be better off moving on to the new tax regime? how does the budget impact your mutual funds (dividend options)? Are the Arb fund dividend reinvestment plans dead? Transcripts: https://www.capitalmind.in/2020/02/podcast-22-how-budget-2020-impacts-the-way-you-save-and-invest/

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101 results

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