Mint Equitymaster Investor Hour

Mint Equitymaster Investor Hour

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Mint Equitymaster Investor Hour episodes

  • Jim Rogers on Investing in Times of War and Inflation
    Jim Rogers has a knack for spotting opportunities way ahead of others. Guided by his ultra-simple investment philosophy, Jim has built a following few can match. We talk investing in times of inflation, in times of war and what’s the next big long term trade. We obviously talk Gold, Silver and commodities in general. And, ahem, we talk quite a bit on India.

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    58 min
  • Kenneth Andrade on Building the Perfect Stock Portfolio

    Kenneth Andrade on Building the Perfect Stock Portfolio

     

    Intro: Kenneth Andrade’s approach to stock picking can only be described as super-rational. Even more interesting than that is how he constructs his portfolio. In a rather unique episode, we spend a considerable amount of time discussing this. We also talk about how to identify a sector to bet on, and, position sizing. An underrated yet very important determinant of overall returns.
    Kenneth is the Founder & Chief Investment Officer at Oldbridge Capital Management Pvt. Ltd.

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    1 hr 13 min
  • Marc Faber’s Amazing 50 Year Investing Journey, His Take on Asset Allocation and on Modi's India

    Marc Faber’s Amazing 50 Year Investing Journey, His Take on Asset Allocation and on Modi's India

    Any conversation with March Faber is fascinating. And that’s because he draws from deep into history to show why things are happening the way they are...and the way they could in time to come. In this episode we talk about his 50 year + journey in the investment world, his latest views on Asset allocation and his views on Modi’s India. To my surprise, Marc also talks about our foreign minister, Jaishankar. Listen in...

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    1 hr 23 min
  • Alok Jain on Asset Allocation, his Unique Approach to Trading and Importance of Values
    Alok Jain’s journey is fascinating. His education spanned from a government school to a top US university. And his entrepreneurial ventures from broking to a pioneering independent research initiative – WeekendInvesting.com. And, yes, what has kept him going all along is a set of values captured in a few lines of a prayer. Listen in...

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    1 hr 25 min
  • Ridham Desai on Long-Term Investing and why he is Very Bullish on India
    Ridham Desai is a veteran of the stock markets. Starting with almost nothing, he built up capital by trading stocks. And then went on to become one of the best long-term stock pickers in India. Ridham’s career overlaps almost to perfection with India’s opening up in the early 1990s. The two stories are intertwined...and it just adds to my fascinating conversation with him. Listen in...

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    1 hr 18 min
  • Ajit Dayal on Investing in Infosys IPO and his Philosophy on Investing
    This week we continue our conversation with Ajit Dayal, Founder, Quantum Mutual Fund, PersonalFN and Equitymaster. We start off with Ajit’s meeting with Narayan Murthy before the IPO of Infosys. And then we delve into Ajit’s philosophy of investing, which has been tested time and again over the last 30+ years.

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    1 hr 26 min
  • Ajit Dayal on Asset Allocation and Making Better Investment Decisions
    Ajit Dayal is an entrepreneur like no other. His endeavors range from writing comic books to setting up India’s first direct-to-investor mutual fund. At heart he is an educator focused on empowering individuals so they can make better investment decisions. In the first part of this two-part episode, we talk about Ajit’s journey from the race tracks in Mumbai to become a global value fund manager.

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    1 hr 14 min
  • Ramesh Damani on What Could Lead the Next Stock Market Rally
    Investors like Ramesh Damani are hard to come by. Arguably one of the most successful investors in India, he remains disappointed that he has not done even better. It’s this hunger that drives him and makes for a fascinating conversation. We also talk about what could lead the next wave in the stock market, training the next generation for managing the Damani portfolio, and why shopping for expensive handbags is not a good idea if you want to get rich with stocks. Here goes...

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    1 hr 7 min

About Mint Equitymaster Investor Hour

From the publisher's feed

Mint Equitymaster Investor Hour is a weekly podcast dedicated to learning from the best investment minds of our times. Tune in with host Rahul Goel, the CEO of one of India’s most respected independent research companies, Equitymaster, for a lot of learning that could help you make better decisions in life and investing.