61 results for “gold”

[Podcast] A Structured Approach to Cash Calls

[Podcast] Here’s why taxes impact your investing decisions

[14-Jan] Newsletter: Investing in HoldCos, Market Overview & 5 Good reads

19-Nov: FTX scandal, Railway stocks, Prataap snacks & 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: Prataap Snacks What’s on YouTube: FTX scandal, Railway stocks & More

Podcast: Investing in a world with high interest rates

Deepak and Shray discuss on navigating the current investment landscape, what higher interest rates could mean for various asset classes, and the assets one should consider while investing their money at various stages of interest rate cycles.

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

🔆 05-Nov: TIPS Industries, Global Health IPO & 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: TIPS Industries - What's on YouTube: E-Rupee, Global Health IPO & 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

[21 Oct 22] Newsletter: 30% OFF Diwali deal, TCI 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 Transport Corporation of India 🔆 What's on YouTube: Booming bank credit, Bajaj Finance & More

[15 Oct 22] Newsletter: Outlier in focus, Market Overview, 5 Good Reads & More

🔆 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 Butterfly Gandhimati Appliances 🔆 What's on YouTube: UPI is not killing toffees, Wipro woes & 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!

[24 Sep 22] Newsletter: Power Grid Cracks, 5 Good Reads & What's happening at BYJUs

🔆 Quick glance Market Overview: Sensex 30 PE trend, Macro markers & Market Movers Links we like: 5 good reads on markets & money YouTube: Is BYJUs an Edtech company or NBFC?

[17 Sep 22] Newsletter: IT Stocks Plunge, 5 Good Reads & Our Weekly Show!

Market Overview: Sensex 30 PE trend, Macro markers & Market Movers Links we like: 5 good reads on markets & money Capitalmind Show: Kya Lagta Hai Bazaar on Youtube

[10 Sep 22] Newsletter: Market overview, Weekly Youtube show & 5 Good reads!

🔆 Quick glance - Market Overview: Sensex 30 PE trend, Macro markers & Market Movers - Links we like: 5 good reads on markets & money - Capitalmind Show: Kya Lagta Hai Bazaar on Youtube

[20 Aug 22] Newsletter: Market overview, Weekly Youtube show & 5 Good reads!

. - 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 - [Last Chance] - Independence day offer! .

[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 .

[30 Jul 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 .

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

🔆 Quick glance . - 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 .

Podcast: Is it a good time to invest in gold?

🎙New Podcast In this episode, Deepak and Shray unravel different aspects related to investing in gold.  Gold has been around as a store of value for a couple of millennia, probably longer, because of how little there is and how difficult it is to get out of the earth. Now get this - all the Gold mined would fit in a crate with sides of 21 meters. That’s roughly the length of three and a half standard containers. Yet, in the last decade, this scarce and loved asset class has done just enough to match inflation. This means, adjusted for inflation, gold has returned nothing! Now, after putting returns of gold into perspective, we get on to the theme of our podcast - Does it make sense to invest in Gold? We look at gold from different lenses while we determine: - If gold is a hedge against inflation? - Can gold protect you in a crisis like war? - Is gold investment to create long-term wealth? - What's an efficient way to invest in gold?

Should gold be in your long-term portfolio?

With equities and bonds struggling in 2022, globally and in India, it's worth taking a fresh look at whether Gold should play a role in your portfolio. Does Gold serve as an effective inflation hedge? Does it play a part as an asset in a long-term portfolio? We also examine a Dual-Momentum Gold-Nifty Strategy versus Buying and Holding the Nifty.

Masala Money: Krish Ashok X Deepak Shenoy on Food and Finance

Two engineers get together to discuss two life essentials - food and money! Our food expert is Krish Ashok. Ashok is Global Head, Digital Workplace at TCS. He is a techie, a musician and an author. He talks about the science behind food, the history of food and offers a lot of food for thought for us to explore further. If you are interested, a good starting point is his famous book - Masala Lab. Our money expert is Deepak Shenoy. Deepak talks about the importance of managing your finances, the myths about investing, the fallacies that investors should avoid, and his take on cryptocurrencies. It is quite a treat to listen when he shares food metaphors to explain financial concepts. So listen in!

[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?

P2P lending in India. How does it work and are the risks worth it? (EP42)

How does P2P lending work in India? How safe is P2P lending? Deepak and Shray explore how the industry works, the risks involved and whether the returns are enough to justify the risks.

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.

How the Govt borrows and why you should lend to them directly

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.

Podcast #33: Momentum Investing, Unintuitive yet Effective

In this episode of the Capitalmind Podcast we discuss what is momentum investing, the key research by academics and practitioners that started the exploration into this strategy, the two schools of thought that explain why it exists. How it applies to Indian markets, and our analysis into whether it has worked. Also the downsides of momentum, both real and perceived, and in what ways it can be a good counterweight to a bottom-up fundamentally picked portfolio. We close with how we manage the Momentum portfolio at Capitalmind, and the differences between the Premium and the PMS Momentum portfolio.

Podcast #28: Why credit rating agencies are irrelevant and deserve a downgrade

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

Podcast #21: The amazing rise of passive and what you need to do about it

Bond Baba #5: Sovereign Gold Bond Scheme [Video]

Bond Baba #1: An introduction to bonds [Video]

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

Podcast: The PMC Bank Debacle (Episode-10)

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

Podcast: The Investor Wants to Know (Episode-7)

Podcast: Anupam Gupta on Regular Investing and Where To Focus

Podcast: The State of Financial Advice in India (Episode 4)

Video: Demystifying the Sovereign Gold Bond Scheme

The Negatives of the Reliance My Gold Plan

Innovative Gold Smugglers (Who Got Caught)

And They Continue To Smuggle Gold.

Surprise! They’re Smuggling Gold!

Video: Buckner Says Hyperinflation Could Come Soon in the US

Now Mecklai Pushes For Temple Gold Sales

Gold is Not The Problem: Lack of Exports Is

Sell All The Excess Gold In Temples

When Gold Prices Fall, India Doubles Gold Imports!

Charts: Gold Crashes, Crude Slows

Raising Gold Duty Will Only Increase Gold Demand

Of Kingfisher and Mallya's Pot of Gold

No More Gold Loans From Banks

Gold is 1/4th of India's Trade Deficit

The Gold Standard and Deflation

Gold is a Reasonable Investment: GW

OT: Gold Is Ours!

Old Is Gold But ETFs Are Better Gold

Why I Am Very Bullish On Gold

All that glitters is not gold, Quantum

Gold Prices