52 results for “Cash”

When Equity Becomes Cash: The Math Behind Your ESOP Windfall

The first action with any windfall is to write down three numbers on a single page. Every other decision in the next twelve months (diversification, asset allocation, should I buy a house) is downstream of getting this number right. If you are expecting or in line for ESOP liquidity, read on to know what those numbers are and what they mean for your wealth.

[Podcast] A Structured Approach to Cash Calls

Moneycontrol: Cash Is the Bigger Risk as Equities Continue to Rise

As market valuations reach new highs, Deepak Shenoy, Founder and CEO of Capitalmind, believes that sitting on cash poses a greater risk than staying invested. In a recent interview, Shenoy expressed confidence in the current market, stating, "If the consensus is that the market is going to fall, it doesn't look like it's going to." While acknowledging the possibility of a future bear market, Shenoy emphasizes the need to respond rather than predict, citing his investment strategies and sectoral preferences.

[Podcast] Investing in Unlisted Companies: What's the deal?

Are unlisted securities worth investing in? What are they? In this edition of the Capitalmind Podcast, Deepak and Shray dive into the world of unlisted securities, the complexities of investing in them, the different pluses and minuses you might want to know, and more...

🔆 12-Nov: NESCO, Nykaa, HDFC Twins & More

[29 Oct 22] Newsletter: 30% OFF Diwali deal, Venus Pipes is Outlier, 5 Good Reads & More

🔆 Quick glance What's up with markets: Crisp overview of markets & macros What we are reading: 5 good reads from across the globe What's that outlier: A note on Venus Pipes What's on YouTube: Jio Financials, Mid-size banks & More

[08 Oct 22] Newsletter: Market Overview, Story from Capitalmind Community, 5 Good Reads & More

. 🔆 Market Overview: Sensex 30 PE trend, Macro markers & Market Movers 🔆 What we are reading: 5 good reads on markets & money 🔆 What's on YouTube: What's driving hotel stocks?, Nifty against other indices & Audience questions 🔆 Celebrating Community: Atul Godbole aces Comrades 2022 .

[01 Oct 22] Newsletter: RBI hikes rates, Crisis in UK, 5 Good Reads & More

. 🔆 RBI rate hike: Deepak Shenoy shares a quick summary 🔆 Market Overview: Sensex 30 PE trend, Macro markers & Market Movers 🔆 What we are reading: 5 good reads on markets & money 🔆 What's on YouTube: Falling Nifty, Increasing rates & UK monetary crisis!

Podcast: UPI is most valuable when free

RBI released a discussion paper that said: We’ve let you good people live all this time with “free” payment systems, so should we allow banks to start charging now? Specifically for UPI, which has reached volumes of 10 lakh crore rupees per month? And should we charge merchants? Deepak's answer is a big NO. He firmly believes that the payments ecosystem (and the economy as a whole) will gain much more than any fees on UPI transactions will. As always, Deepak has a context to his argument and covers a wide range of nuances. Listen to this podcast to understand his view on different aspects of the UPI payments system, its evolution, and the ways in which it can drive innovation. Also, this podcast covers many different aspects than Deepak's earlier post on the same topic.

Podcast: Why SEBI should implement India's EDGAR and more

Recently, as of 7th September 2022, total Demat accounts in India touched the 10 crore mark. This is a staggering increase from 40 crore Demat accounts in Mach 2020. This alone is a testimony of increased participation and inclusion of individuals in Indian markets. More and more Indians, especially youngsters, are taking to investing in equities enabled by their smartphones - digital broking, increased information access, and social media influence. The whole securities (stock) market ecosystem has evolved immensely over the past decade and deserves a lot of credit for the recent growth in the participation of new investors. At the helm of the ecosystem sits our regulators who are responsible to enable, guide, protect and watch the market participants to ensure that we have a fair and thriving market. In this episode, Deepak and Shray talk about the role SEBI can play in shaping the future of the markets. They talk about data warehousing, data accessibility, regulatory enhancements, bond markets, disclosures & reporting, and a lot more that would make our markets more accessible.

[6 Aug 22] Newsletter: Market Overview, 5 Good Reads & Capitalmind Weekly Show!

. ⚡ Market Overview: Sensex 30 PE trend, Macro markers & Top stocks of the week ⚡ Links we like: 5 good reads on markets & money ⚡ Capitalmind Show: Kya Lagta Hai Bazaar on Youtube .

Why you need to stop buying bankrupt companies [Podcast EP48]

What happens when a company goes bankrupt? Why do investors buy their stocks that are headed to zero? In this episode, we explore how the Insolvency and Bankruptcy Code (IBC) has changed the game. Deepak explains the many nuances of current regulations and how they've evolved. We dive into examples such as Bhushan Steel, Sintex and Ruchi Soya - which we hope will give you clarity. Listen in and decide. Would you stay the hell away from such stocks, or start hunting for bargains?

[Podcast] CBDC - Can RBI make a big leap into the future with digital currencies?

There is a lot to unpack about this new digital currency RBI is talking about. Deepak and Shray build up this discussion by pondering over successive questions. Deepak takes us through how cryptocurrencies currently work. This sets up a context to the current ways of handling digital currencies and we move on to discuss the RBI-backed digital currency framework - Central Bank Digital Currency (CBDC). Key Points  ▪️ How CBDCs are not cryptocurrencies? And how are they different? ▪️ Is CBDCs actually required or is it a response to the popularity of cryptocurrency? So basically, why now? ▪️ Is the CBDC likely to be anonymous like cryptocurrencies? ▪️ Can CBDCs be an alternative to the SWIFT system given how ▪️ Russia has been isolated by the world right now? Impact of CBDC on Monetary and Fiscal policies?

EP39: Why we run a PMS and how we do it differently

What is a Portfolio Management Service? How does it really work? Do they actually benefit their clients? In this episode, Vashistha and Deepak explore PMS' through their experience of running one at Capitalmind. They explain how the operations work, the pros and cons of different fee structures, quantitative strategies and how PMS' are different from AIFs, Mutual Funds and Smallcases.

EP38: Money, after you die

How do you plan for a smooth transfer of your wealth after you die? And how do you help someone whose loved one has passed on? In this episode, Shray and Deepak explore what you must do in an unfortunate circumstance of a loved one's death, and for an easy transition in case of your own. We also invite Harshavardhan Ganesan, a practicing lawyer, to give us the legal perspective. Listen in for real life anecdotes from covid, succession certificates, legal wills, and some counter-intuitive learnings.

Podcast EP37: The hidden risks to the financial system

Are the recent problems - GME, Greensill and Archegos - signs of a damaged financial system that is so terribly fragile that a slightly bigger disaster can easily crush us? Like what Covid has done to the world's health system, are there more hidden risks in our financial system that can trigger a repeat of 2008? In this episode, Deepak and Shray explore what's happened in the US over the past few months, and examples of hidden leverage within India - Karvy, Zee, DHFL and Harshad Mehta.

Foundations of health for the wealth-walas, with LiveAltLife

Deepak invites Vivek Subramanyam of LiveAltLife to discuss the one thing without which wealth means very little - health. Vivek breaks down the foundations of health to help avoid or even reverse lifestyle diseases as Deepak draws paralells on human behavior from the world of investing.

Shrinking FD Rates, Expensive Loans and Where to Invest Instead

In this episode, Shray and Deepak discuss the evaporating returns from safe investments such as FDs, what it means for lending, and how should you invest in this new (to India) low interest-rate world.

What Does "Delisting" Mean?

Deepak was interviewed on CNBC about how investors can look at delistings. Key questions discussed: Is delisting a bad thing? How does the process work? Price discovery and How should you bid? What if you don't tender? What happened with Vedanta? Are MNCs good delisting bets?

Podcast #30: The Big Hairy Audacious Reliance

Podcast #27: The run on debt mutual funds. Is your money safe?

Podcast #23: How India’s amazing new financial infrastructure will enable better, more inclusive “Bharat UX”

Podcast #18: How to Master Your Cash Flows with Credit-Cards and Overdrafts

Podcast: Should You Buy A House? (Ep-13)

Podcast: Will Corporate Tax Cuts Fix India's Bruised Economy? (Ep-11)

Podcast: How Slow Is The Indian Economy? (Episode-8)

Fundas : Financial Shenanigans Part 3: Manipulating Cash Flows

Podcast: Momentum- The Anomaly that Persists (Episode-6)

Introducing The Capitalmind Podcast: On Debt Mutual Funds Taking Losses and What You Can Do About It

Ashwath Damodaran says Flipkart Is Walmart's Most Expensive Facelift. Why It Might Not Be, and Stories And Numbers at Jamna Auto

Premium (Unlocked): Fundas: Cash Flow - The Truth About Profit

Chart: Coming Back To Cash One Year After Demonetization

Will The Cash Crunch Cause The Indian Economy To Contract?

Cash is Not Bad. Do not Attack Cash as a Medium of Transaction

Video: Capitalmind's FII Data Explained

Video: How To Park Your Money, Save 80% Tax & Also Generate Cash Flow!

Video: Introducing Options With AP with a High Conviction Tata Steel Move!

Optionalysis: The Cash-Future Arb

RBI Will Buy Bonds Because the Government May Have Too Much Cash

Video: How to Generate Black Money?

Cash Management Bills go at 11.70%

How Much Cash Do Banks Keep With RBI For CRR?

There’s a Big Cash Economy in …. China.

Cash Reserve and Liquidity Ratios: A Primer

European Cos Moving Cash To Germany

Q&A: Futures Versus Cash

SmartLink: Cash 2x of MarketCap (Live)

Live: Indo Asian Fusegear - 2x More Cash Than Market Cap?

Money Matters: Trades for Less Than Cash?

Aditya Puri: Don't Free Savings Rate In Crunch

GMR and The Pile Of Cash

The Real Estate Cash Flow Calculator