In this episode, we analyze the current state of the Indian stock market and understand whether the market is nearing a bottom.

We discuss how narratives influence investor behaviour, why market sentiment becomes extremely negative near bottoms, and what historical data tells us about Nifty valuations when the PE ratio falls near 20.

We also explore market breadth indicators, SIP strategies based on valuations, global market comparisons, and sectors where opportunities may be emerging including recycling, regional banks, gold lenders, hospitals, data centers, chemicals, and CDMO businesses.

If you are a long-term investor trying to understand the current market cycle and where the risk-reward may be improving, this episode will give you a clear framework to think about markets.

The IT sector is facing valuation derating, and many investors believe that Artificial Intelligence could disrupt traditional IT services. But is AI really a threat, or could it actually increase the demand for software and engineering talent?

In this episode, we break down what is happening in the IT sector, why this fear has emerged, and what the data actually suggests. We also discuss four unique companies whose business models may benefit from the AI wave rather than be disrupted by it.

The goal of this episode is to help investors think differently and identify opportunities in a sector where market sentiment is currently negative.

In this episode, we discuss how global macro events like the Iran–US–Israel conflict create fear in financial markets and how investors should respond during uncertain times.

Using historical data from events like the Kargil War, 9/11 attacks, and the Russia–Ukraine war, we explore how markets often see short-term drawdowns but eventually recover over the long term.

We also talk about behavioral investing, the “behavior gap” that causes investors to underperform markets, and why emotional decisions can hurt long-term wealth creation.

Finally, we look at current Nifty 50 valuations, small-cap cycles, and key indicators that help identify attractive opportunities in the market.

If you want to learn how to stay calm during market fear and make smarter long-term investing decisions, this episode will give you valuable insights.

In this episode, we are joined by Siddhant Bhandari, CIO at Persistence Capital. we do a complete market temperature check on the Indian stock market, especially small caps. We analyze earnings trends across sectors, identify industries showing strong growth, and discuss emerging themes like manufacturing, CDMO, internet businesses, and data center proxies. We also decode why small caps corrected, what history teaches about market cycles, and how long-term investors can find opportunities even during drawdowns. This conversation helps investors understand where the market stands today and which sectors could surprise with future earnings growth.

In this episode, we break down the future of the IT sector and how AI is changing the entire industry.

We discuss why IT stocks have been falling, whether the traditional IT services model is breaking, and how Global Capability Centers are taking share from outsourcing companies.

We also analyse different IT segments like ER&D, mid and small-cap IT, vertical specialists, and SaaS companies to understand which areas face disruption and where real opportunities may still exist.

If you want to understand how AI could impact IT growth, valuations, and long-term investment opportunities, this episode gives a complete framework to think about the sector.

In this episode, we break down how to identify truly unique market leaders — businesses with strong moats, scalable growth, and structural competitive advantages.

We cover six differentiated business models across sectors: an auto ancillary proxy to the ICE cycle, a specialty chemicals company with sustainable margins, a pure-play CDMO pharma model, a waste-to-wealth specialty fats business with deep sourcing moat, and global semiconductor equipment and advanced packaging players benefiting from the AI capex boom.

More importantly, we discuss how these could potentially evolve into future stock market leaders as their industries scale and competitive advantages strengthen over time.
This podcast gives you a clear investing framework to spot high-quality future businesses early and independently screen the next generation of market leaders.

In this episode, we break down the Q3 results season and explain what the numbers are actually telling us.
We discuss why indices are misleading, why this is a stock picker’s market, and how earnings, expectations, and market cycles really drive returns.

We cover:

• How to read broader market earnings
• Why good results still lead to stock price falls
• Reversal vs momentum investing
• Portfolio construction in a weak market
• Key trends across midcaps, auto, banks, microfinance, manufacturing, and AI capex

This is a thinking framework episode — not stock tips — focused on how long-term investors should navigate volatile markets.

In this episode, we speak with Sagar Arya, Co-Founder of Xponent Tribe, to understand the global commercial aerospace industry and why India is becoming a key part of the global supply chain. We discuss massive order backlogs at Airbus and Boeing, supply chain failures in the West, and how this is creating a big opportunity for Indian aerospace companies. The conversation breaks down the entire aerospace value chain in simple terms — from raw materials and machining to tier-1 suppliers, MRO, and final aircraft assembly — while comparing global and Indian players. We also share a clear investor framework to judge entry barriers, complexity, risks, and long-term potential in aerospace businesses.

In this episode, we explain why gold is going up and what it tells us about the world economy. We talk about how the old US-led global system worked, why it is breaking now, and how rising debt, money printing, and geopolitical tensions are changing where money flows. You’ll learn why central banks are buying gold, why this rally is not driven by retail investors, and how wars, tariffs, and frozen reserves have reduced trust in global systems. We also explain the commodity cycle, why metals like copper are in shortage, and what this means for stock market investors.

More importantly, this episode helps you see what is changing quietly behind the scenes — where power, money, and risk are shifting. If you want to understand why the world is moving in this direction and how investors should think in the next decade, this episode will connect the dots.

Most stocks are down 28–30%, but the index doesn’t show it.
So… are we really in a bear market? And is the bottom close?

In this episode, you’ll learn:

• Why the real pain is hidden in mid and small caps
• How to spot early signs of market bottoming
• A 4-indicator framework used to judge market cycles
• How to plan SIPs and lump-sum investments during bear markets
• Why this is about preparing, not predicting

If you want a clear process to understand where the market stands and how long-term investors should act in tough phases, this episode is for you.