Learning What Can’t Be Taught
https://soundcloud.com/ithought-advisory/learning-what-cant-be-taught Podcast Transcript Teaching is seen as the finest form of giving. Sharing what one knows is the noblest thing. Which is […]
Judging Can Wait
If you have an advisor, it is quite common for you to hold your advisor accountable for your returns. While this is […]
Think Beyond The Noise
The extension of single party rule in India is now clearly off our radar. The 2019 general elections will be won on […]
The Return of the FII
The FIIs are back. November clearly showed a change of mind. The DIIs continue to receive money from domestic investors. It is […]
Seek Clarity
The rapid decline in oil, over the past few weeks, has really mixed it up for the markets. Investors who took a […]
There Is More To Investing Than Returns
https://soundcloud.com/ithought-advisory/there-is-more-to-investing-than-returns Podcast Transcript There is more to investing than just generating returns. There has to be a larger purpose. Investing is […]
Chinese Bamboo
Have you ever tended to a garden? As a gardener, you would ensure that your plants get enough sunlight, water, and nutrition. […]
Validating Advice
https://soundcloud.com/ithought-advisory/validating-advice Podcast Transcript Every portfolio often needs validation. Our ideas are constructed in a particular context and we find that soon thereafter […]
A Decade After Lehman
“Prophecy is a good line of business, but it is full of risks.” ~Mark Twain These words ring a […]
Setting Aim
https://soundcloud.com/ithought-advisory/setting-aim Podcast Transcript: I met a friend after long years. He had been around the world, worked in many countries, […]
Debt Markets Work In Cycles Too
In good years, defensive investors have to be content with the KNOWLEDGE that their gains, although perhaps less than maximal, were achieved […]
The Power of Prescience
The power of prescience is not something that is easy to practice in our investing. Knowing something in advance can be unfair […]