Former RBI Deputy Governor and NYU Stern professor Dr. Viral Acharya joins Kushal to break down how geopolitics, the AI boom, and the shifting role of US treasuries are reshaping the global and Indian economy. A masterclass in macroeconomics made simple for every investor.What You'll Learn:1-US Treasuries Losing Safe Haven Status: Why the world's most trusted asset is now behaving like a risk asset.2-The AI Growth Race: Why India must become an innovator, not just an enabler, in software.3-Gold Rally Explained: The real reason central banks keep buying and what comes next.4-Fiscal vs Financial Dominance: How government borrowing threatens control over inflation.5-India's Concentration Problem: Why the Big Five business groups may be limiting growth.

Jinesh Gopani, former Head of Equities at Axis Mutual Fund where he managed close to ₹1.5 lakh crore, joins Kushal after founding Taksh Asset Management Private Ltd. He breaks down the framework behind 20 years of multibagger picks and gives a candid read on specialty chemicals and quick commerce.What You'll Learn:1- Management First: Why execution and governance matter more than anything else.2- Spotting Multibaggers: The real research behind Gruh Finance, Bajaj Finance and PI Industries.3- ROE Over Growth: Why an 18% ROE business beats a high-growth, low-ROE one.4- Specialty Chemicals: The China-plus-one shift and where the opportunity sits.5- Quick Commerce: Dark store unit economics and why it stays a two-players game.🔔 Hit SUBSCRIBE and turn on notifications so you never miss a deep dive with India's sharpest investing minds!#KonversationWithKushal #KushalLodha #JineshGopani #TakshAMC #StockMarketIndia #ValueInvesting #MutualFunds #SpecialtyChemicals #QuickCommerce #InvestingForBeginners

Momentum investing masterclass with Manish Dhawan, founder of Mystic Wealth, who compounded at 27% CAGR over 8 years. In this episode Kushal breaks momentum down from scratch: what it really means (buy high, sell higher), how dual momentum cuts drawdowns in half, how the Nifty Midcap150 Momentum50 index is built, a simple monthly rebalancing system any retail investor can run, and the real weakness nobody talks about, the brutal drawdowns and how to survive them.What You'll Learn1. What Momentum Investing Actually Is: Why it is buying high and selling higher with a strict exit plan, not random FOMO buying of anything going up.2. Dual Momentum To Halve Your Drawdowns: How combining relative and absolute momentum across equity and gold gives index type returns at half the risk.3. The DIY Monthly System: The exact rank, buy top 30, rebalance and exit rules a retail investor can run in 15 minutes a month to beat the benchmark.If you want to actually understand momentum instead of just chasing what is going up, this one is for you.Subscribe to Konversation with Kushal for more no fluff finance conversations.#KonversationWithKushal #MomentumInvesting #ManishDhawan #MysticWealth #StockMarketIndia #Investing #MutualFunds #NiftyMomentum #IndianStockMarket #WealthCreation

Dr. Ajay Shah breaks down India's economic challenges and the policy reforms needed to unlock growth. From inventing Nifty50 to designing GST, he shares insights on why private investment matters, what India can learn from China, and how broken tax systems are killing productivity.What You'll Learn1-How Nifty50 was built on the principle of market liquidity, not market cap weighting2-Why GST's input tax credit blockages are destroying India's competitive advantage3-The core reason private investment collapsed after 2011 and how to fix it4-What China got right (and wrong) in attracting $400 billion a year of FDI5-Why property taxes and city-level GST are critical to India's urban futureSubscribe to Konversation with Kushal for unfiltered conversations on markets, money, and building wealth.#KonversationWithKushal #AjayShah #GST #Nifty50 #IndianEconomy #PrivateInvestment #FDI #EconomicReforms #FinanceEducation #Investing

Anshul Saigal, founder of Saigal Capital and Former CIO & Head of PMS at Kotak AMC, joins Kushal to share how he has compounded money for 25 years. He breaks down how he spots multibagger stocks early, using real examples from his own journey.What You'll Learn:1- The 4-Point Check: What every stock analysis needs in two minutes.2- Buy Low: How he buys a rupee for fifty paise.3- Spot It Early: Finding stocks before the market wakes up.4- His Costly Lesson: Why selling too soon still hurts.5- Six Categories Of Stocks: The Peter Lynch framework, made simple.#KonversationWithKushal #AnshulSaigal #SaigalCapital #StockMarketIndia #MultibaggerStocks #ValueInvesting #InvestingForBeginners #ShareMarket #StockMarketForBeginners #KushalLodha #peterlynch

Rohan Mehta, Founder of Turtle Wealth and Exit Mantra, runs a 1000+ crore momentum PMS. He shares his 3-rule stock filter, why he decides his exit before buying, and why conviction destroys wealth.What You'll Learn:1-The 3-Rule Filter: All time high price, all time high profit, outperforming Nifty 500.2-Exit First: Deciding your exit price before you buy.3-Momentum vs Value: 17 years of data on what actually wins in India.4-The Silver Trade: How data alone built a 154% alpha bet.5-Conviction Kills Returns: Why falling in love with a stock is the biggest mistake.#konversationwithkushal #rohanmehta #exitmantra #momentuminvesting #pmsindia #stockmarketindia #quantinvesting #kushallodha #valueinvesting #alphagenerating

Dr. Sajjid Chinoy Chief India Economist at J.P. Morgan, joins Kushal to break down the three biggest challenges facing the Indian economy over the next decade. He explains why AI puts skilled workers at greater risk, why a falling rupee is not the crisis everyone thinks it is, and why foreign money has stopped flowing into India.What You'll Learn:1- AI vs Your Job: Why plumbers are safer than white-collar professionals.2- Growth of 9% , Zero Jobs: How Taiwan's tech boom created no employment.3- The Rupee Is A Shock Absorber: Why gradual depreciation protects growth.4- Why Foreign Money Left: Push FDI vs pull FDI, and India's missing capex.5- The Tyranny Of The 3 T's: Tariffs, trade diversion and technology.#KonversationWithKushal #SajjidChinoy #JPMorgan #IndianEconomy #RupeeVsDollar #AIJobs #FIISelling #FDIIndia #StockMarketIndia #KushalLodha

In this episode of Konversation with Kushal, Mrin Agarwal, Founder Director of Finsafe India and a 30 year investment advisory veteran, explains why your SIP returns depend more on when you exit than when you start. She breaks down why the average investor earns 13.8% when the fund delivered 19.1%, why most Indian portfolios compound at just 6.4%, and why 12% corporate bonds are riskier than equity.Here's what you'll learn:1-When You Stop Matters More Than When You Start: A 12 year SIP running at 10.5% CAGR collapsed to 2.9% in just two months, and why your exit date is the single biggest factor in your returns.2-The 6.4% Portfolio Trap: Why Indian households hold only 10% in equity, and how the other 90% quietly pulls your real portfolio return below inflation.3-The Asset Allocation Reality Check: Her minimum allocation rules, why 11-12% corporate bonds carry more risk than equity, and the honest return expectations to set for equity, gold and debt.Subscribe and hit the bell to never miss an episode!#mrinagarwal #finsafe #sipinvesting #assetallocation #mutualfunds #corporatebonds #financialindependence #womenandmoney #konversationwithkushal

In this episode of Konversation with Kushal, Neeraj Goyal and Shubham Goyal-promoters of LAPL Automotive Limited-share how an employee took over a dying factory with its liabilities and built it into a successful auto components company now heading for its SME IPO.Here's what you'll learn in this episode:1-Employee To Owner: Why he turned down Minda and Bajaj offers to take over his collapsing company instead.2-Lights & Motors Unit Economics: 600+ SKUs, ₹80 to ₹3,000 products, ₹1.5 crore to design one lamp-and the full cost breakup of a ₹500 product.3-The EV Opportunity: From 2 Indian vehicle brands to 350 manufacturers, and why manufacturing is the most underrated career today.
#konversationwithkushal #kushallodha #laplautomotive #smeipo #manufacturing #autocomponents #familybusiness #evindia #indianstockmarket #entrepreneurship

In this episode of Konversation with Kushal, Anupam Tiwari, Fund Manager at Groww Mutual Fund and a top-5 rated small cap fund manager with 27 years in the markets, delivers a complete masterclass on small cap investing.Here's what you'll learn:1-The 5-Factor Model for picking stocks and why management quality sits on top2-Numbers vs Story: Why chasing themes makes you lose money3-Why 95% of Small Caps Fail and how big the drawdowns really get4-Conviction Over Knowledge: Why 3-5 stocks make or break you5-Small vs Mid vs Large Cap: Where to invest based on your time horizon#anupamtiwari #growwmutualfund #smallcapinvesting #smallcapstocks #mutualfundsindia #multibaggerstocks #stockmarketindia #valueinvesting #konversationwithkushal #kushallodha