Capitalmind Podcast By cover art

Capitalmind Podcast

By: Capitalmind
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  • Summary

  • 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
    Copyright 2005 - Present, Wizemarkets Analytics Private Limited
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Episodes
  • All is forgiven in the financial markets

    All is forgiven in the financial markets
    Apr 23 2024

    Have 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 enrich themselves at the expense of their students. It's a sobering reminder to always question the motives behind the message.

    We uncover the darker side of startup culture, where founders blur the lines between innovation and exploitation. It’s a cautionary tale for aspiring entrepreneurs and investors alike.

    Deepak & Shray, in their quintessential style, discuss nuances of investing and finance in this latest episode of Capitalmind Podcast.

    Show Notes & References

    00:00 Introduction and Disclaimer
    01:35 Why is finance a uniquely forgiving industry?
    19:37 Deepak’s views on AT 1 Instrument
    28:23 How do customers react to their fund managers' pros and cons?
    57:57 Critical look at how some financial educators profit heavily from courses that may not benefit students as promised.
    01:05:40 A look into the darker side of startup culture where founders misappropriate funds and then start new enterprises.
    01:12:00 Delving into the challenges faced by companies when customers misuse their power.
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    1 hr and 23 mins
  • Super-money: Why everyone wants to be everything in Finance

    Super-money: Why everyone wants to be everything in Finance
    Apr 4 2024
    The 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 words of Deepak Shenoy and Shray Chandra. Capitalmind manages Rs. 1700+ cr. as a SEBI-registered PMS, and has quantitative investing strategies that use extensively tested factor data to invest into stocks. Our flagship Adaptive Momentum strategy has outperformed the market indices over 5+ years. References: 00:00 Introduction 00:17 Why does every company do everything in financial services? 12:41 Why aren’t banks more aggressive in growing and pricing things lower? 26:40 Discussion on the success of Bajaj Finance and arbitrage between Banks and NBFCs 36:46 Why aren't banks aggressive on lending ? What's the issue with lending? 56:49 Deepak explains the Indian Bankruptcy code 01:07:13 What can we do to fix this? More about us: https://cm.social/pms Schedule a call with us: https://cm.social/pms-connect Deepak’s Twitter: @deepakshenoy Shray’s Twitter: @shraychandra Capitalmind Twitter: @capitalmind_in Deepak's first book: http://amzn.to/3CgkGea
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    1 hr and 19 mins
  • Why do financial markets have circuit limits?

    Why do financial markets have circuit limits?
    Mar 5 2024

    Ever 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 India also introduced circuits to handle intraday market volatility. From the Nifty's inception to the imposition of index-level circuit filters, the Indian market landscape has witnessed a steady evolution in its approach to market regulation.

    In this episode, we delve deeper into the concept of circuits, with real life stories and understand how they help the market.

    We also discuss, should circuits continue to exist in their current form? or is it time to explore alternatives that foster greater transparency and resilience?

    Show Notes & References

    00:00 Introduction and Disclaimer

    01:24 Background on limits or circuit breakers.

    06:38 When did India implement the circuit breaker?

    09:20 What are the current rules for circuits in India?

    15:58 Why are circuits interesting in the first place?

    19:07 What would happen if circuits weren’t there?

    24:38 Some interesting stories on circuits in the stock market

    36:34 What is a better way to manage circuits?

    40:47 Will circuits continue to exit?
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    42 mins
Economics Personal Finance
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