Beyond The Bullpen

Marco Afonso brings in over 11 years of experience in the finance sector of the European markets. Together, we deep dive into the field of Risk Management, Transfer Pricing, economies of the Nordic Countries and the future of Web3.0 in the EU region

Welcome to 2024! This is our very 1st episode of the year, without a further do, here are top highlights of what we touched on:

Guest Profile:

Gaurav Phadke is senior leader at Adfactors PR. He works very closely with the management of listed equities in the Indian markets, advising them specifically on market perception and developing a strategic marketing communication strategy across all the stakeholders of the capital markets.

to be filled

Mihir a seasoned electricity trader works for the fund - Altop Energy!

In this episode, we touch on:

In this episode Jai and I talk about 5 things:

1) How the landscape of online gaming is shape-shifting: how is Coincade experience differentiation vis-a-vis peers?

2) The metaverse space is evolving towards B2B or B2C?

3) Do we wait for Indian cryptos before we start investing whilst adapting to changing regulatory norms?

4) The crypto 12-year cycle vs equity markets cycle

5) First virtual influencers in India and their use cases

In this episode, we address important questions with a little twist- 

1) How the M&A industry is in the African continent has evolved?

Tune in to find out the answers to the questions that you always wondered. I guarantee you this is by far the most entertaining episode that you'd witness on this show.

To the moon..🚀🌍💱

In this episode, we find out how Quantamental Investing is done, a very new strategy that I learned. Every day as markets develop, we see strategies evolve too, and one such strategy is Yash's 'Pure Quant Alpha Strategy'. He walks us through the process of integrating programming Codes along with Fundamental Analysis to carry out his strategies in the real world and his method of model recalibration. It definitely has a Taylor Mason touch to it. Moreover, Yash also talked about his portfolio exposure towards a country like Hong Kong which sees headwinds from the geopolitical tensions and political unrest since the past year. Additionally, if you would like to know how to efficiently use brokerages to trade on the international markets, you wouldn't want to miss this one 🤝💹

Ashutosh Singh works as a Senior analyst working @ The Citco Group. He provides back-office services to the Hedge Funds based in USA. In this episode, we talk about the valuation metrics for options that HFs use as well as discuss the misconception of HFs. With automation coming in there is a huge cut back on back-office roles and Ashutosh has a very interesting perspective on how to be job-ready when there is a threat of job cuts under the mentioned scenario. Young professionals have a strong pursuit for front office jobs given the pay scale, lifestyle and opportunities. That definitely comes with a cost but is that sustainable in the long run? Find out in this episode of BTB. I guarantee you'll have a shift in perspective as we talk in detail how HFs are run and how to create a stable career in finance for the long term.. 📈🤼🧠

Mehul is a senior professional in the private markets. In this ep, you hear us chat about how private companies are valued vis viz public companies. Interestingly, valuations may be at an all-time but we are not in a bubble right. We also had a strong idealistic discussion about private companies going public especially and VCs exiting, will that hamper public shareholders' returns overtime considering most of these tech companies are still operating at negative PAT levels. The public listed companies right now have a legacy of 20+ years before getting listed, while VC-backed companies are routing to an IPO within half a decade ie. 5 years. Is that how biz is operated these days? Get all your doubts answered in this episode! All I have to say is this is the best era to get your funding secured.. 💸📈🌋🚀💰 

Aditi sees finance as rather a creative field in terms of how valuations are all about a matter of perspective. Moreover, we discussed the tailwinds for the Alco Bev Sector over the next half-decade and how the ethanol policy will be a game-changer. In this fast-tracked field of finance, we also touched base on how does one becomes a better player over time and what is the thought process driving them to improve their skillsets 🏉🏋️‍♀️

This is a valuable discussion that you would not want to miss! Cheers 🍻🥃