The Voting Machine Vs The Weighing Machine
https://soundcloud.com/ithought-advisory/the-voting-machine-vs-the-weighing-machine “In the short run, a market is a voting machine but in the long run, it is a weighing machine.” – […]
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 […]
5 Mantras For 2019
https://soundcloud.com/ithought-advisory/5-mantras-for-2019 Podcast Transcript 2018 is turning out to be a difficult year for many among us. Most investors have not seen […]
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 […]
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 Opportunity in Crisis
https://soundcloud.com/ithought-advisory/the-opportunity-in-crisis Podcast Transcript: Clearly, our markets have walked into a crisis we could have avoided. It was in good measure… our […]
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, […]
Dealing with Valuations
Podcast Transcript When we find valuations at extremes, it usually is at the most difficult time. We struggle to decide how 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 […]
Making SIPs Work
Podcast Transcript: When markets reach all time highs we are always told SIPs are the best way to invest in equity. […]
Rigour and Regimen
Podcast Transcript: We attribute investment success to many things. Most of these attributes tend to be external factors. The easy list […]
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 […]