Tag: podcast

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 the market context changes dramatically. My own experience from previous bull runs is what comes to mind. When we come out of a bull market, we tend to…

What Next?

Podcast Transcript: Events are flowing thick and fast. Let us look at macros first. A falling rupee. Rising oil. Spiking prospects of food prices. Rising inflation. Looming trade battles. The setting reset has already started reflecting in stock prices. A sharp cut in midcap stocks and indices reflects a clear…

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Making SIPs Work

  Podcast Transcript: When markets reach all time  highs we are always told SIPs are the best way to invest in equity. Just starting an SIP is seems as a formula for success. Initially, this works extremely well. But, when markets peak out, the problems begin. While all of know…

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Rigour and Regimen

  Podcast Transcript: We attribute investment success to many things. Most of these attributes tend to be external factors. The easy list of attributes tends to gravitate towards luck, timing and capital. But these are intangibles without clear patterns and to-do methods. Often, they  are best explained only in hindsight.…

At The Crossroads

Podcast Transcript: When markets are overvalued, what should an investor do? Should we buy overvalued stocks which we really like? Or, should we stay in cash? Or, should we go where others don’t dare to go and invest? This was the dilemma of 2017-18. This dilemma was not merely that…