In today’s episode, Harshil Nichani sits down with Sanjay Kumar Elangovan. We take this opportunity to dig into his view on the Real Estate sector. In this episode you’ll learn: How the cycle played out from 2000-2021. How did developers manage the excess capacity phase? Role of interest rates in real estate valuation. Current situation of the sector and the future prospects of the industry  How does passive investing work in themes like Real estate.

In today’s episode, Harshil Nichani sits down with the fund manager of DSP T.I.G.E.R Fund, Charanjit Singh. We take this opportunity to dig into his framework and view on the Infrastructure sector. In this episode you’ll learn: How the cycle played out from 2000-2021. Mistakes made in the previous cycle. What drives capacity creation. How does passive investing work in themes like Infrastructure. How Charanjit Singh manages the fund.

In Today’s episode, we sit down with the Head of Research and Co-Fund Manager of COIN, ithoughtpms. We take this opportunity to dig into his framework and view on the NIFTY Index. In this episode you’ll learn: Structure and Transition of the Index Quality of the Index for Passive Investing Disparity Among NIFTY Stocks Current Market Condition

In today’s episode, we sit down with the fund managers of VRDDHI, Rohit and Rajat. We take this opportunity to dig into their framework and view on the small caps space.  In this episode you’ll learn:  About the Small-Cap Universe  How to deal with volatility  How to get the right framework Current Market Condition  Passive Investing in Small Caps

As the global economy emerges from an unprecedented shutdown, both policymakers and investors are operating in uncharted territory. Gold as a store of value has performed well during the past 15 months, hitting a new high of nearly $2000/oz. In this episode we talk about: Gold and Gold Miners in the 2000s Expansion Phase (2000-2010) Deleveraging Phase (2011-2019) Current Scenario of Gold and Gold Miners. How Central Banks use gold to stabilize their balance sheets

Globally Central banks have accommodated stands to support the economy.  In this episode we talk about: Interest Rates in the 2000s Economic expansion in 2000s How the Central Banks managed the global economic crisis Will India see a 2013 again? How the Central Banks are going to control interest rates and inflation

Commodity prices have almost doubled over the last year, hitting all-time highs. In this episode, you’ll learn: What the cycle was like in the 2000s  What was China’s role in the cycle How is it similar to the COVID era Currency Vs Commodities