Zerodha Educate

Zerodha Educate episodes:

• 02.12.2024

  Masterclass on factor investing (smart beta) with Sankaranarayanan Krishnan- Part 2

  In the first part of our conversation we spoke about absolute basics of factors investing and dove deep into the two major factors — low volatility (low vol) and momentum. We spoke about why these factors exist and the explanations,...

  
• 01.17.2024

  Asset Allocation: Building your own asset allocation model

  Asset allocation is one of those fancy-sounding terms. We all keep hearing about it non-stop everywhere, but very few investors think about it, and even fewer have a sensible asset allocation that works for them. At its simplest, asset allocation...

  
• 10.21.2023

  How sneaky UI designs manipulate your choices online | Regulating Dark Patterns

  Dark patterns are tricks used by applications and websites to make users do things they don't want to. They rely on exploiting our behavioural biases and cognitive limitations. We all encounter dark patterns in our daily lives, like: 1. Making it...

  
• 10.10.2023

  Prioritizing Mental Health for Traders: Insights from Lissun

  Trading is one of the most stressful activities. It's a also very lonely activity. Every second there is a change in your profit and loss which leads to happiness, sadness, stress anxiety, and a cocktail of other emotions making trading...

  
• 09.07.2023

  Decoding the SEBI consultation paper on regulating financial influencers

  Financial influencers or finfluencers have become incredibly popular in the last 4–5 years. While there are a lot of amazing people who teach people about trading and investing, there are many that sell greed and set wrong expectations. SEBI recently...

  
• 02.03.2023

  Macroeconomics for dummies

  Thomas Carlyle, the Scottish writer and philosopher, called economics the dismal science. I don’t know if you’ll agree but having read economics textbooks, I certainly think they’re dismal. They’re filled with unnecessary complexity, pointless jargon and theories that have been...

  
• 01.16.2023

  Indian asset management with Swarup Mohanty

  In the last 15 years, Indian asset management has grown leaps and bounds. One of the amazing success stories of this period has been Mirae Asset management, which is best known for its well managed equity funds.  In this episode, I...

  
• 01.11.2023

  Money, war and a changing world order with Debashish Bose

  We are at an important crossroads in history. The pandemic might seem like it’s behind us but we have a raging war in Europe, unprecedented sanctions, currency crises, inflationary pressures, and volatile markets. There are early signs of a shift...

  
• 10.15.2022

  Masterclass on factor investing (smart beta) with Sankaranarayanan Krishnan

  Up until the 1990s, the Capital asset pricing model (CAPM) was the dominant model used to explain market returns. But in 1992 Nobel Laureate Eugene Fama and his partner, Ken French said that market returns can be explained by three...

  
• 08.17.2022

  Timeless principles of investing with Sankaran Naren

  What does it take to survive multiple market cycles and create wealth?  This week, we have a really, really special guest. I caught up with Sankaran Naren, one of India's most admired and well-known fund managers, and the chief investment officer...

  
• 06.09.2022

  Why are debt fund NAVs falling?

  One topic we keep talking about on the podcast is debt funds. As we've alluded to numerous times in the show, most investors focus too much on the equity part of their portfolio and ignore the debt part. They often...

  
• 12.15.2021

  What's your retirement plan?

  Retirement is the ultimate goal for everyone. We work, save, and invest so that we can kick back and retire comfortably, but a vast majority of Indians aren't ready for their retirement. This is due to structural economic issues, lack...

  
• 11.01.2021

  Navigating the madness in the markets with Kalpen and Sahil

  The way the markets have run up post the March 2020 crash have equally surprised and perplexed investors. Given the pace of the recent bull run, that's understandable. A lot of smart people are wondering what's happening in the markets....

  
• 09.19.2021

  An investor’s guide to shareholder meetings in India

  The CFA Society India recently published the second edition of The Investor’s Guide to Shareholder Meetings in India. As investors, even though we hold stocks of various companies, we rarely think about our rights. Investors also rarely realize that by...

  
• 08.30.2021

  Taking the long view with Prashant Jain

  In this episode, we have a really really special guest. We caught up with Prashant Jain, the chief investment officer (CIO) of HDFC Mutual Fund. Prashanth is a market veteran and the first India fund manager to manage a single...

  
• 08.03.2021

  Does gold have a place in your portfolio?

  Gold is probably one of the most controversial and perplexing asset classes. Some well-known investors like Warren Buffett call it useless while other investors take the middle path and recommend small allocations. As for investors, they often struggle to think...

  
• 07.14.2021

  Part 2: Personal finance in challenging times with Rishad

  In part 1, Rishad gave a quick intro to personal finance if you are new to investing. The pandemic has put a lot of stress on people's finances. So in part 2, we decided to focus on how to manage...

  
• 06.25.2021

  Introduction to personal finance with Rishad Manekia

  Millions of new investors have started investing post-pandemic, and this is a good thing. But given that the returns in the past year have been spectacular, many new investors continue to make the same old mistakes and have wrong expectations....

  
• 03.26.2021

  The right way to invest in ELSS mutual funds with Amit Grover

  We recently did a Twitter live session with Amit Grover, the Head - Learning & Development, DSP Mutual Fund on the right way to invest in Equity Linked Savings Schemes (ELSS) or tax-saving mutual funds. When you invest in an ELSS mutual fund,...

  
• 03.20.2021

  Introduction to momentum investing with Aman Singhania

  Though the momentum effect is widely known in developed markets like the US, it's still relatively unknown in India. Over the past few years, there's been growing interest in the momentum style of investing. UTI Mutual Fund recently launched India's...

  
• 02.13.2021

  Introduction to floating rate funds with Arvind Subramanian

  With interest rates at all-time lows, these are tricky times for fixed income (debt) investors. The consensus view seems to be that we are done with the rate cut cycle and the RBI may gradually start increasing rates. Most debt...

  
• 01.14.2021

  An asset allocation framework for debt mutual funds with Suyash Choudhary

  All the issues in the debt mutual fund space in the past 3 years have highlighted just how important it is to get your debt allocation right. But unfortunately, a lot of investors spend a lot of time thinking about...

  
• 12.02.2020

  Understanding how debt & equity ETFs work with Pratik Oswal

  Motilal Oswal AMC is launching a new 5-year constant maturity G-sec ETF, the first one in India. It’s an interesting product for a lot of reasons. And also given that ETFs have been around for a while and investors have...

  
• 10.24.2020

  The right way to invest in mid-cap funds and small-cap funds with Rahul Singh

  One of the things that investors struggle with the most is with having the right expectations when investing and we've talked about this in the previous episodes as well. Mid-cap funds and small-cap funds tend to have higher returns than...

  
• 10.07.2020

  Making sense of the markets that don't make sense with Anand Radhakrishnan

  To say this year has been a roller-coaster ride for the markets would be an understatement. A lot of new investors saw their first serious market crash since 2008, although it didn't last as long, it was brutal nonetheless. But...

  
• 09.09.2020

  Basics of ETFs and asset allocation with ETFs with Siddharth Srivastava

  Index funds and ETFs are steading becoming popular among Indian investors as they realize the importance of costs and the fact that fund managers generating alpha is hard.  In the past year or so, we've discussed index funds and the...

  
• 07.10.2020

  A step-by-step guide to investing in mutual funds - part 2

  In part 1, Vidya spoke about why mutual funds, having the right expectations, setting goals, importance of asset allocation, and how to pick an equity fund. We figured given all the issues, the topic of debt mutual funds deserves a...

  
• 07.04.2020

  A step-by-step guide to investing in mutual funds - part 1

  Since Feb 2020, we've seen historic and unprecedented volatility in the Indian markets. We saw the fastest fall in the markets and also one of the fastest recoveries in the history of the Indian markets. All this was within a...

  
• 05.27.2020

  Introduction to asset allocation with Radhika Gupta

  In this episode, Prateek (Founder of LearnApp) caught up with Radhika Gupta, the CEO of Edelweiss Mutual Fund. Radhika started her career with McKinsey and later joined AQR - the pioneering quantitative asset manager. She then started her own hedge fund...

  
• 05.08.2020

  How to build a robust long term portfolio for all markets

  As we publish this episode the markets continue to remain volatile and the Nifty 50 and Nifty Midcap 100 are down about 25% while the Nifty Smallcap 100 index is down by 33% year to date. We understand that these...

  
• 04.27.2020

  Understanding what's happening in the debt markets with R Sivakumar

  Whenever there is volatility, equity markets get all the attention. Bonds typically don't move around as much as equities and hence they seem boring to most people. Moreover, the Indian bond markets are extremely shallow and are dominated by institutions....

  
• 04.18.2020

  The need for global diversification with Pratik Oswal

  One of the most prevalent yet ignored biases among investors is called the home country bias - the tendency of investors to invest all or most of their money in the country they live in. To give you some context,...

  
• 04.07.2020

  Investing through good and bad times with Kalpen Parekh

  Since mid-February, there has been a sharp sell-off in the markets as the Corona Virus pandemic spreads through the globe. As we record this, Nifty 50 is down 25% while Nifty Mid-cap 100 and Nifty small-cap 100 indices are down by...

  
• 12.31.2019

  Should you invest in index funds? Getting passive with Pratik Oswal

  Index investing (passive investing) has become increasingly popular in the last decade across the world. Trillions of dollars have flown out of active mutual funds into low-cost index funds. But in India, these are still early days for indexing, we...

  
• 12.13.2019

  Dhawal Dalal talks about the new Bharat Bond ETF and the Indian debt markets

  The Bharat Bond ETF by Edelweiss Mutual Fund opens for subscription today. This exchange traded fund (ETF) holds AAA-rated bonds issued by public sector enterprises. The Bharat Bond ETF is unique in a lot of respects. In this wide-ranging conversation,...

  
• 08.02.2019

  Should you invest in debt mutual funds?

  Debt markets have suddenly become more action-packed than the equity markets. Ever since the IL&FS; default, investors have slowly grown to realize that even debt carries its own risks. make no mistake, debt plays an important role in a portfolio....

  
• 07.19.2019

  How to Invest for the long term across market cycles with Kalpen Parekh

  These are unnerving times for investors with the markets being volatile. Long term investors should ideally embrace volatility, but we are seeing investors stop their investments. Volatile markets tend to induce investors to most often than not, make all the...

  
• 04.12.2019

  Introduction to contra funds

  Contra funds is a new and unique category that was carved out in the recent scheme reclassification by SEBI. By the very definition, these funds follow a contrarian investment approach and swim against the tide. These funds invest in stocks...

  
• 03.30.2019

  Accrual management (Part 4)

  In the 4th and final part of the video, Winston talks about accrual management i.e., how to generate returns by managing the yield to maturity (YTM) in your portfolio. When you buy a bond, you earn an assured interest (coupon),...

  
• 03.23.2019

  Introduction to bond Duration (Part 3)

  In part 3 of the webinar, Winston talks about Duration. It is one of the most important factors when you are choosing a bond or a bond fund.   Duration is a measure of a bond's sensitivity to changes in interest...

  
• 03.15.2019

  Making money in bonds (Part 2)

  In this part 2 of Bond Basics series, Winston talks about making money in bonds. He covers the basic concepts of a bond such as: Coupon rate Bond price Yield Yield to maturity (YTM) MTM - mark...

  
• 03.08.2019

  Introduction to bonds (fixed income) - Part 1

  The awareness about debt schemes in limited due to a variety of reasons. But having a  fixed income or debt component in your portfolio is essential to building a diversified portfolio. In part 1  of the Series, Winston Noronha, Head...

  
• 03.01.2019

  Best practices of value investing with Raamdeo Agrawal

  Raamdeo Agrawal, co-founder of Motilal Oswal financial services is one of India's most prominent value investors. His annual wealth creation studies are a treasure trove of insights. In this conversations he talks about how he got started as an investor,...

  
• 02.22.2019

  Mahesh Patil on Indian macros and the recent market trends

  Mahesh Patil is the Co-Chief Investment Officer of Aditya Birla Sun Life  AMC and one of the biggest names in the fund management space. He leads  a team of twenty, comprising fund managers and analysts, managing  around INR 88,590 crores...

  
• 02.16.2019

  Everything you need to know about Liquid Exchange Traded Funds (ETFs)

  Having idle cash in your trading account is a bit of a conundrum. In this episode, Anil Ghelani Senior Vice President - DSP Mutual Fund explains how liquid ETFs work, the underlying securities, and how you can use a Liquid...

  
• 02.08.2019

  How to build a goal-oriented mutual fund portfolio

  Most of us today invest without clear goals in mind. But the thing about setting goals for your investing is that it helps you quantify them. It also allows you to easily set expectations and choose the right instruments to...

  
• 02.01.2019

  How to reduce the possibility of losses & volatility in equity portfolios

  If you want equity returns, you must also stomach the associated volatility. We as investors cannot control market movement, interest rates, crude prices, and other factors. What we can however control is our behavior and how we construct our portfolios....

  
• 01.25.2019

  Introduction to multi-cap mutual funds

  Multi-cap mutual funds are a unique category because they have a flexible mandate to invest across market capitalizations. Meaning a single fund can invest across large, mid, and small-cap stocks.   Given that not all stocks perform the same across market...

  
• 01.18.2019

  International diversification with mutual funds

  India today accounts for just under 4% of the global stock market capitalization. This means that over 95% of the investable opportunities lie outside India. A vast majority of the investors today invest within the borders of a country, this...

  
• 01.13.2019

  Investment opportunities in debt mutual funds

  Mutual funds don't just mean equity funds. Debt mutual funds (fixed income) today account for over 50% of total mutual funds AUM but it is largely dominated by institutions. In order to build a diversified portfolio, having a debt component...