Sep 16, 2020
In this episode, Deepak and Shray invite Ruchir, co-founder of OneAssure, to walk us through how to get started with health insurance.
Aug 24, 2020
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.
Aug 5, 2020
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.
"Dhirubhai Ambani himself is responsible for a lot of the shareholder culture in India. Till the early 80s minority Shareholders were...
Jul 7, 2020
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.
Less than 1% will know what their income per hour is. Therefore, if...
Jun 9, 2020
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.
"There’s an internal class system they have developed. Whether it is between companies or across...