Capitalmind Podcast
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Capitalmind Podcast
Capitalmind looks at stocks, bonds, funds and the macro to bring you their view on the Indian financial markets. We discuss all things related to investing at our focussed podcast that keeps it simple. For more, go to capitalmind.in and to invest with us, visit capitalmindwealth.com
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ESOPs Demystified: Taxes, Dilution & the Path to Wealth in India!
ESOPs (Employee Stock Options) are one of the least understood parts of compensation in India. Are they wealth creators or just glorified lottery tick...
Wealth as a Tool, Joy as the Goal
What if money wasn’t the goal… but the tool? Deepak Shenoy and Shray Chandra dive deep into how money can enable experiences, freedom, and meaning, in...
The Saga of the Jane Street Trading Scandal
In this episode, Deepak and Shray unpack the SEBI allegations against global trading giant Jane Street and explore whether this is a case of shrewd ar...
Make your own pension
Indian retirement planning for long has been centered on your children being successful and them supporting you in your golden years. But, times are c...
Is War Good for the Economy?
In this wide-ranging chat, Shray plays devil’s advocate while Deepak unpacks why conflict often jump-starts economies, how India’s defence binge could...
Are Mutual Funds only Sahi for the Middle Class?
Mutual Funds are often seen as the McDonalds of the investment world. They are ubiquitous and convenient, and yet, they are seen to lack the prestige...
No Passport Needed: Your Guide to Global Investing
In this episode, Deepak and Shray unpack the ins and outs of international investing—why it matters, when it makes sense, and who it’s really for. Fro...
Changing the World Order: Tariff Edition
At this point, you’ve probably read enough about tariffs to last a lifetime. But what if we told you the real story isn’t just about import duties or...
Exchange Traded Funda: How ETFs Work
ETFs have taken over the world, or at least that’s what you’d believe if you spent any time reading financial media in the US. Passive investing! Low...
The Unexpected Impact of investing in Mutual Funds and Pooled Vehicles
Deepak and Shray discuss the unexpected quirks and consequences of investing in mutual funds and pooled vehicles in general. The discussion covers how...
Profit Shares & Performance Fees: Are They Really Worth It?
In today’s episode, we break down profit shares and performance fees, one of the most debated topics in the asset management industry. Are they a fair...
Budget 2025: More Money in Your Hands
Deepak and Shray analyze the implications of this budget on consumption, manufacturing, investments, and its impact on your wallet.
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The fight between the Dollar and the Rupee
In this episode, Deepak and Shray dive deep into the dynamics of the Dollar-Rupee equation. With the rupee at 85 to the dollar, what does this mean fo...
Are Foreign Investors (FIIs) Less Important Now?
Ever wondered if the Indian stock market still needs Foreign Institutional Investors (FIIs) now that domestic investors are stepping up? Shray and Dee...
The F&O Game is fair even if 93% of people lose money
In this episode of the Capitalmind podcast, Deepak and Shray dive into SEBI's recent report analyzing the profits and losses of F&O traders. The repor...
A Structured Approach to Cash Calls: Deepak Shenoy's Framework
In this episode, recorded in early October 2024, we’re diving into a topic that’s on everyone’s mind: Is holding cash a smart move in these unpredicta...
Mutual Funds, PMS, or AIF: Choosing the Right Investment Vehicle for Your Needs
In this episode, Deepak and Shray dive into the intricacies of mutual funds, Portfolio Management Services (PMS), and Alternative Investment Funds (AI...
Investing in Unlisted Companies: What's the deal?
In this episode of the Capitalmind Podcast, we take a deep dive into the world of unlisted and private securities. We’ll cover key topics such as:
Why so many new Mutual Fund NFOs?
In this episode of the Capitalmind Podcast, Deepak and Shray dissect the surge in New Fund Offerings (NFOs) by mutual funds, dissecting why fund house...
What is front running, really?
Picture this: You’re at your favourite bakery, and you overhear that a celebrity is about to place a massive order for your favourite pastries. You ru...
The Hulla Over Inheritance Tax
Recently, the mere hint of an inheritance tax proposal sparked a mini-political crisis? Thanks to a quick government rebuttal, it’s off the table—at l...
Momentum Investing in India with Anoop Vijaykumar
In this comprehensive discussion, Fund Manager and Head of Research Anoop Vijaykumar and Shray Chandra distil the key lessons from over five years of...
All is forgiven in the financial markets
Have you ever wondered why finance seems to have a forgiving nature?
From the sins of the past being easily forgotten to the belief in second ch...
Super-money: Why everyone wants to be everything in Finance
The idea that finance companies want to do everything from payments to lending to broking to investments is strange - why not just be good at one thin...
Why do financial markets have circuit limits?
Ever wondered why circuits are in place?
It all started on Black Monday in 1987, where a 25% market correction prompted the introduction of mar...
RBI hits NBFCs hard with two new regulations
In today's episode, we delve deep into the recent actions taken by the Reserve Bank of India (RBI) towards the end of 2023 and the ensuing ripple effe...
A Deeper Look into Asset Management in India
Join us on Capitalmind Podcast, where we demystify the world of finance without the jargon. In today’s episode, talk about the asset management indust...
How money gets created in India
Ever wondered about the whole money thing – how it's made, where it comes from? Well, in this podcast episode, we're breaking it all down, and without...
Going gaga over options in India
If you are even a little active on social media, especially Twitter, you would have witnessed the exponential increase in tweets related to op...
Should you invest in a PMS?
Welcome back to the Capitalmind Podcast – a place where we dissect the nuances of finance and investing, in a world that never stops changing. Your ho...
How to invest a lumpsum amount?
You've tuned in to another episode of The Capitalmind Podcast, where we tackle a question that's been on your mind: "There's a lumpsum in hand, what's...
Stock market returns are lumpy. Get used to it!
Our latest podcast episode is here, and it's all about exploring the different ways investors make money in the market.
From thrilling arbitrage...
What Lies Behind Mutual Fund Expense Ratios: SEBI’s Call for Transparency in TERs
Welcome back to another episode of our podcast, where we dive deep into the world of finance and investment. In today's episode, we will be exploring...
How arbitrage funds might have systemic risk on a tax-rule change
"If it looks like a duck, swims like a duck, and quacks like a duck, then it probably is a duck", goes the saying. Arbitrage mutual funds are actually...
[Podcast] Here’s why taxes impact your investing decisions
"Taxation is the price we pay for civilisation," as the saying goes. But what happens when the price tag keeps going up?
You may have thought yo...
How does short selling work?
“A market without bears would be like a nation without a free press. There would be no one to criticize and restrain the false optimism that always le...
What led to the crisis at Silicon Valley Bank (SVB)?
Things escalate and hit the fan very quickly in banking. It's fascinating to see how banks go belly-up for the same fundamental reasons but in an enti...
The problem with "adjusted" financial accounts
Anyone who thinks financial accounting is boring hasn't seen the creativity in some of the financial statements. Not just in India but across the worl...
SEBI takes a big chunk of income away from stock brokers
Stockbroking is a unique business enabling millions of people to trade billions of dollars of stocks with unknown counterparties. All trades,...
Where to invest in 2023?
Forecasting is a very difficult business, like selecting lottery tickets. No one could have predicted 2022 as a year in which there was geopolitical w...