Shows
CFA Society India PodcastEp.18: Indian Equities' Golden Decade in the Global ResetFrom our Archives: In this forward-looking discussion from the 13th India Investment Conference, seasoned panelists, including Sunil Singhania, Shibani Sircar Kurian, Rajeev Thakkar, and Manisha Girotra, explored why India may be entering or already be in a golden decade for equities amid a global reset. They emphasized the impact of structural reforms, digitization, and increasing financialization on long-term market performance. The conversation covered the shift in household savings towards equities, the importance of bottom-up stock selection over sector bets, and the role of valuations in a high-growth environment. They...2025-06-1746 minCFA Society India PodcastPodcast | Institutional Equities 2.0 | Nitin Bhasin, Head of Institutional Equities, AmbitNitin Bhasin, Head of Institutional Equities at Ambit, explores how institutional equities are emerging as a powerful driver of India’s capital markets transformation. He highlights the shift from transaction-led broking to insight-driven partnerships and explains how technology and AI are revolutionizing research, deepening analysis, and sharpening institutional investment decisions. Nitin also shares his perspectives on shifting global investor sentiment towards India and why the real opportunities lie beyond the large caps in the rising momentum of ‘New India.’ Key Takeaways:- The shift to AI-powered, insight-led investing- What’s driving FII sentiment and flows into India- Where risks lie and...2025-05-0653 min
Goela House Of FinanceFuture of Defence Sector 🔥: A Golden Opportunity for Investors?? | Harsh GoelaIn this video, Harsh Goela will tell you, Is the defence sector about to boom? With rising geopolitical tensions and increasing government investments, the defence industry is on the verge of massive growth. We will analyze the top defence stocks, recent policy changes, and future opportunities in this high-potential sector.Investing Pro Plus 👉 https://www.investing-referral.com/af...#HarshGoela #defence #stockmarket #india #indianarmy #investing #finance #sharemarket #investment Timestamps:00:00 - Intro00:50 - What really happened in Germany?01:35 - EU’s Game-Changing Defence Spend02:37 - Why the Sudden Defence spend?05:56 - How will this benefit India?06:47 - India's rising defence exports09:42 - Ana...2025-04-0715 minGoela House Of FinanceTATA POWER to Become NUCLEAR POWER Soon?? | Renewable Energy in India | Harsh GoelaIn this video, Harsh Goela will provide a detailed analysis of Tata Power, including the company's future goals and which sectors it focuses on. We will also reveal that Tata Power plans to enter the Nuclear Energy business by 2026. Watch this video to get an in-depth analysis of Tata Power.Investing.com 👉 https://www.investing-referral.com/af...Timestamps:00:00 - Intro01:15 - Spending on Renewable Energy02:53 - Tata Power Overview07:22 - Future Renewable Energy in India08:23 - Tata Power’s Nuclear Energy Mission09:21 - Tata Power’s Solar Projects#HarshGoela #Tata #India #stockmarket #tatapower #renewableenergy #investing #investment #finance #business #invest #moneymi...2025-04-0411 minCFA Society India PodcastFrom Our Archives: Active Value Investing in a Market that Goes Nowhere | Vitaliy Katsenelson, CFAIn this conversation from the 13th #IndInvConf, moderated by Ajay Tyagi, CFA, Head of Equities at UTI Asset Management, Vitaliy Katsenelson, CFA, explores strategies for successfully navigating stagnant markets. He emphasizes the importance of active value investing and details methods to identify undervalued companies with robust fundamentals. Vitaliy discusses common investor pitfalls in sideways markets, shares practical tips for risk management, and highlights how active management can uncover profitable investment opportunities.Key Takeaways:• Dynamics of sideways markets and implications for investor strategies.• Importance of active management in leveraging undervalued opportunities.• Effective risk mitigation techniques to enhance returns in low-growth market...2025-03-2052 minGoela House Of FinanceTrump Tariff on India: These Companies to Get Benefit? 🔥 📈 | Harsh GoelaIn this video, Harsh Goela will help you understand the impact of the Trump Tariffs on India. Some companies will grow even after these tariffs. Here is a detailed analysis of how these tariffs from Donald Trump will impact Indian companies in the future and economic growth.#HarshGoela #sharemarket #trump #donaldtrump #investing #business #export #import #usa #world #financeDISCLAIMER: The content provided in our videos is for educational purposes only. We do not provide recommendations to buy or sell securities, and we encourage viewers to conduct their own research before making any investment decisions. Please be aware that we are...2025-03-1214 min
Fill The Gap: The Official Podcast of the CMT AssociationEpisode 48: Wait for the Signal with Duke Jones, CMTIn this episode of Fill the Gap: The Official Podcast of the CMT Association, we welcome Duke Jones, CMT, a Senior Financial Analyst in the Private Banking and Investment Group of Merrill Lynch, where he directs financial research and portfolio allocations for over $4B in assets.Duke has been quoted in Barron’s, the Wall Street Journal, Bloomberg and the local press. He is a member and former Director of the CMT Association, as well as a member of the CFA Institute and Houston Financial Analyst Society.This was a fantastic int...2025-02-211h 23
Lead-Lag LiveChris Getter of Simplify, and Anupam Ghose on India's Economic Evolution, Investment Strategies, and Market OpportunitiesWhat if investing in India could unlock unprecedented growth opportunities for your portfolio? Join us as we unravel the dynamic transformation of India's entrepreneurial and economic landscape, highlighting insights from Chris Getter of Simplify, and Anupam Ghose from System 2 Advisors. With first-hand accounts of navigating the complexities of India's evolving market, this episode offers a front-row seat to understanding India's mercantilist roots, its challenges during the 1980s, and the remarkable shift toward a thriving global economy.Embark on a historical journey from India's socialist beginnings under Jawaharlal Nehru to the groundbreaking economic liberalization of the 1990s. Witness...2025-02-0249 minGoela House Of FinanceWhat India Wants in BUDGET 2025?? 📌 | Harsh GoelaIn this video, Harsh Goela reveals the Budget 2025 expectations of the Middle Class and Businesses. This video is about what India wants from the finance ministry in this Budget 2025. Also, we will unveil the sectors and stocks that will do best after this Budget.
#HarshGoela #Budget #2025 #budget2025 #india #stockmarket #trading #investing #pmmodi #money #finance #business #smallbusiness
00:00 - Intro
02:13 - Capital Gains
04:20 - Import duty on gold
05:27 - Insurance Sector
07:04 - Smartphone Industry
07:44 - Home Buyers
09:30 - Hospital & Healthcare
10:28 - Green Energy
10:57 - Old vs New Tax Regime
12:44 - My Opinion
DISCLAIMER: The content provided in our videos is for...2025-01-3115 minGoela House Of FinanceBangladesh Crisis: A Big Opportunity for INDIA 🇮🇳 | Textile Industry Stocks | Harsh GoelaIn this video, Harsh Goela will tell you how India has good opportunities in the Textile Industry due to the ongoing Bangladesh Crisis. We have unveiled the best stocks to buy now in the textile sector. There is a big opportunity that India's textile companies will get a massive jump in the demand in future.
How to Choose Stocks for Long Term 👉 (Free Webinar) https://goelasf.in/omainreg/?utm_sour...#HarshGoela #stockmarket #textile #stocks #trading #investing #bangladesh #india #sharemarket
DISCLAIMER: The content provided in our videos is for educational purposes only. We do not provide recommendations to buy or sel...2025-01-0715 minGoela House Of FinanceFuture of Automobile Sector in India 2025 🚨 | Best Stocks to Buy Now | Harsh GoelaAre you investing in automotive Stocks or planning to start a business in the Automobile sector? In this video, Harsh Goela will give you a detailed analysis of the automotive industry in India, including growth opportunities, the future of the sector, and India's position among the top countries in the industry.
Share your feedback and thoughts on what you think about the automotive sector in 2025?
How to Choose Stocks for Long Term 👉 (Free Webinar): https://goelasf.in/omainreg/?utm_sour...#HarshGoela #stockmarket #automobile #cars #investing #trading #stocks #investment #automotive #business
Timestamps:
00:00- Intro
01:10 - About the Industry (Domestic & Global)
09:37 - p...2025-01-0628 minCFA Society India PodcastNuances of Start-Up Investing: Insights from Neha SinghJoin seasoned start-up investor Neha Singh, co-founder of Tracxn, as she explores the current landscape of start-up investing. In this video, Neha discusses emerging opportunities in the start-up ecosystem, the challenges faced by early-stage companies, and how investors can spot promising ideas to partner with from the very beginning. With over a decade of experience, she provides valuable tips on navigating this rapidly evolving space. The start-up world is on the verge of a major boom, and innovation is poised to drive tremendous growth. Tune in to hear Neha's expert perspective on what the future holds for start-ups and...2024-12-2450 minCFA Society India PodcastThe Evolution of Responsible Investing: In Conversation With David Atkin, CEO, PRI | PodcastIn this episode, Jolly Balva, CFA is joined by David Atkin, CEO of Principles for Responsible Investment. Sustainable investing has become mainstream in key financial markets. David shares insights into key aspects of the evolution of responsible, delving deeper into the following:
• David shares defining moments in his career journey
• Growth of Responsible investing, beginning with asset owners increasingly acknowledging the importance of inculcating E, S and G related factors. That has now become mainstream across financial market participants in public and private markets. PRI has over 5,000 signatories managing over $121 trillion in assets.
• The importance of gender diversity at workpl...2024-11-0851 minLead-Lag LiveExploring ETF Evolution and India’s Market Potential with Jay McAndrewUnlock the secrets of Columbia Threadneedle's groundbreaking investment strategies with insights from our special guest, Jay McAndrew. Discover how this asset management leader is reshaping the industry by seamlessly blending active insights into passive ETF models, all while focusing on a select group of 350 top-rated stocks. Jay draws from his wealth of experience to shed light on the firm's unique approach to replicating the Russell 1000 and how innovation in research-driven processes is setting the stage for future success.Our conversation dives deep into Columbia Threadneedle's cutting-edge research-enhanced ETF strategies. Learn how their centralized research platform empowers active...2024-11-0446 minCFA Society India PodcastFrom Our Archives: The Art Of Investing by Sandeep Kothari, Founder & CEO, East Lane Capital LLP.From our Archives:
In this conversation from the 6th #VIPS, Mr. Sandeep Kothari shared his investment approach with Saurabh Singh, emphasizing his 'Deep Simplicity' framework, which helps identify growth and value factors, particularly in young companies and cyclical sectors like construction. He discussed investing in PSUs, using profitability CAGR vs. market cap CAGR for timing investments, and how macroeconomic views and geopolitics influence his decisions. Sandeep also explained how he evaluates undervalued yet robust
companies, formulates exit strategies, and uses market penetration data from annual reports to guide investments. He touched on portfolio allocation between
proven and...2024-10-3152 minLead-Lag LiveDavid Nicoski on Sector Rotation, Bond Timing, and India's Rising Economic InfluenceExplore the intricate world of financial markets with expert David Nicoski as we unravel the secrets to successful sector rotation and bond market timing. Promising a treasure trove of insights, this episode guides you through the labyrinth of sector diversification, highlighting how technical analysis can unlock lucrative opportunities beyond the technology sector. From utilities to real estate, discover the intricate dance of markets shifting focus, and the pivotal role of strategic sector selection amidst a backdrop of fluctuating commodity prices and Federal Reserve maneuvers.Dive into the explosive growth story of India and its ripple effects on...2024-10-1340 minFill The Gap: The Official Podcast of the CMT AssociationEpisode 42: Frank Cappelleri, CMT, CFAIn Episode #42 of the CMT Association’s "Fill the Gap" podcast, we sit down with Frank Cappelleri, CMT, CFA, Founder of Capp Thesis LLC. In this engaging conversation, Frank provides his insights into the current market landscape, sharing his perspective on key trends and developments. We delve into Darvas Boxes, a classic yet powerful tool in technical analysis, and explore how Frank integrates this technique into his broader analytical toolkit. Whether you're a seasoned investor or new to technical analysis, this episode offers valuable perspectives on navigating today’s markets and enhancing your trading strategy. Don't miss this...2024-08-261h 09Goela House Of FinanceCLIMATE CHANGE is Worst than WORLD WAR 3 ⚠️ Economic Impact | Global Warming | Harsh GoelaIn this video, Harsh Goela will discuss the ongoing climate change crisis in India, exploring its profound effects on the economy and the potential long-term impact on GDP. Discover the urgent realities and future challenges in this compelling and informative video. People in India facing a water crisis and excessive heatwaves due to climate change.
Stock Selection Masterclass (Free) 👉 https://goelasf.in/omainreg/?utm_sour...#HarshGoela #stockmarket #india #weather #climatechange #nature #economy #tree #sharemarket #recession #war #nifty #finance #humanity #warzone #stocks #nifty #world
DISCLAIMER: The content provided in our videos is for educational purposes only. We do not provide rec...2024-08-1021 min
CFA Society ChicagoInvestment Exchange Forum: India - Elections, Modi, and the investment landscapeRich Excell CFA, CMT is joined by renowned economic Lyric Hughes Hale of EconVue who is an expert on Asia economies and geopolitics. Lyric last joined Rich to talk about China after the last National Party Congress. Now she is on to discuss the seminal elections in India, what we need to know as investors, and what we might expect from the politicians. Lyric mentions an article written by her team. This is a link to that article: https://plus.econvue.com/p/indias-dynamic-growth-story2024-07-3140 minGoela House Of FinanceEV Cars are NOT For YOU! | EV Cars In India Good or Bad? | Hybrid Cars | Harsh GoelaIn this video, Harsh Goela will explain why Buying an EV Car can be a big mistake. Recent data shows a massive decline in the EV demand and automobile companies are producing Hybrid cars instead of EV models. Let's discuss in the video, will EV sector will go down in the upcoming years. Also, let's discuss why EVs are not for the future by comparing Electric Vehicle vs Hybrid.
#HarshGoela #stockmarket #evcar #tata #tesla #elonmusk #stocks #nifty #india #investing
DISCLAIMER: The content provided in our videos is for educational purposes only. We do not provide recommendations to buy or...2024-07-2818 min
Investing & PurposeThe India OpportunitySharing an episode on the growth story of India, that I recorded earlier with the CFA Society India.
In conversation with Mr. Sunil Singhania, CFA, Founder of Abakkus Asset Management and an Investment management industry veteran.
He shares his thoughts with Jolly Balva, CFA on the next decade of India's growth story. They explore the nuances of the key fundamentals drivers of growth for India, with the 'Dragon to elephant' tilt in perspective.
Please read the regulatory disclosure for Abakkus at https://abakkusinvest.com/regulatory-...
2024-07-1135 minCFA Society India PodcastMeet The Market Masters by Govind Parikh, Founder & Managing Director, Govind Parikh SecuritiesFrom our Archives: In this conversation, Mr. Govind Parikh shared invaluable investment pieces of advice through his 4 decades of investment journey including how and when he started investing in Indian stock markets, who and what motivated or guided him in his early investment journey, what and how he learned about quality investing and important of conviction and patience in investment decisions through mistakes and opportunities he faced throughout his journey.
DISCLAIMER :
This podcast represents the views and opinions of the originally featured speaker and is posted with their express consent. All statements and expressions in the Podcast...2024-07-0149 minCFA Society India PodcastGreen Horizon - India's Next Big Investment Theme | Neha Mudaliar, Northern Arc CapitalOur new podcast episode in the series ‘Green Energy Transition in India' is out.
In conversation with Neha Mudaliar, Senior Vice President & Head, Climate Finance, Northern Arc Capital. She has more than two decades of experience in auditing, consulting, investing, and policy advisory roles. She has worked in institutions like PWC, EY, Ambit Corporate Finance, Unitus Capital, IFC and GGGI.
She shares his thoughts with Labanya Prakash Jena, CFA, on investment opportunities in India in the era of climate change, innovative financial models in climate finance, policy and regulatory landscape in climate businesses, and the im...2024-06-1444 minFill The Gap: The Official Podcast of the CMT AssociationEpisode 40: Janine Guenther, CMT, CFAIn the podcast interview for CMT Association's Fill The Gap, Janine Guenther, CMT, CFA, a seasoned financial professional based in Vancouver, shared her extensive expertise at the intersection of technical analysis and fundamental research. With a background that includes roles at prominent financial institutions and a deep commitment to the CMT and CFA designations, Guenther provided a nuanced perspective on navigating today's complex market dynamics.Throughout the hour-long discussion, Guenther emphasized her holistic approach to investment analysis, integrating technical indicators with rigorous fundamental research. Drawing on her experience from roles at BMO Capital Markets and CIBC World...2024-06-021h 11CFA Society India PodcastRules-based Long-Term Investing: Quant for Fundamental Study | Chetan Ganatra, CFAIn this episode, Kislay Upadhyay, CFA is joined by Fidelity India’s Director of Equity Research, Chetan Ganatra, CFA to discuss rule-based approaches for long-term investing and its mainstream adoption. They explore how fundamental data can be used to uncover economic & business insights, identify market trends, and develop robust investment strategies.
They discuss:
• Integrating data and narratives
• Creating & testing hypothesis
• Data appropriateness & caution
• Security selection via rule-based approaches
• Diversification for quant strategies
• Position sizing & churn (portfolio turnover)
• Importance of understanding economic & fundamental rationale
• Proper backtesting techniques
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DISCLAIMER :This podcast represents the views and opinions of the originally fea...2024-05-3050 minCFA Society India PodcastGreen Energy Transition In India - Clean Energy Policy and Investment Landscape in India | Dr. Mukund RajanOur new podcast episode in the series ‘Clean Energy Policy and Investment Landscape in India' is out!
In conversation with Dr. Mukund Rajan, Chairperson, Ecube Investment Advisors and an industry veteran, who spent 23 years in Tata Group out of his 30 years corporate experience. He is a thought leader in sustainability and has spearheaded several initiatives to advance sustainability practices in India.
He shares his thoughts with Labanya Prakash Jena, CFA, on India’s green energy transition, covering the state of clean energy finance in India, policies and regulations, innovative financing models, and integration of ESG in b...2024-05-1434 minFill The Gap: The Official Podcast of the CMT AssociationEpisode 38: Live from CMT 2024 Summit Dubai with FRANK TEIXEIRA, CMT, CFA & DAVID LUNDGREN, CMT, CFAThis episode of Fill the Gap features a live Fireside Chat with special guests Frank Teixeira, CMT, CFA & David Lundgren, CMT, CFA moderated by Tyler Wood, CMT. Recorded at the CMT 2024 Summit in Dubai, UAE on February 29, 2024 inside the Museum of the Future.In this special live release of Fill the Gap, Frank Teixeira, CMT, CFA, and David Lundgren, CMT CFA will share insights from decades of institutional portfolio management experience on how Wall St. utilizes technical analysis to understand market behavior, fund flows, positioning, price action, and the character and direction of public markets. T...2024-04-261h 24CFA Society India PodcastThe India Opportunity - Mr. Sunil Singhania, CFA | Founder, Abakkus Asset Manager LLP. | PodcastThe India Opportunity
Our new podcast episode in the series 'Economy and asset classes' is out.
In conversation with Mr. Sunil Singhania, CFA, Founder of Abakkus Asset Management and an Investment management industry veteran. He shares his thoughts with Jolly Balva, CFA on the next decade of India's growth story. They explore the nuances of the key fundamentals drivers of growth for India, with the 'Dragon to elephant' tilt in perspective.
Please read the regulatory disclosure for Abakkus at https://abakkusinvest.com/regulatory-disclosure/
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DISCLAIMER :
This podcast represents the views and opinions...2024-04-1535 min
The Investors First PodcastSion Evans, VenCap – Exponential Outliers: The Power Law's Role in VCOur guest today is Sion Evans, CFA, Senior Investment Manager at VenCap, one of the longest-established investment management and advisory firms active in the VC industry today. They’ve made over 500 commitments to venture capital funds in the US, Europe, China and India. In today’s episode, Sion gives a masterclass on what the data says about venture capital. We spend a lot of time on the importance of capturing the fund returners, why power laws drive venture returns, and what the global VC & startup landscape looks like today. Our co-hosts today ar...2024-04-1155 minCFA Society India PodcastEP 04. In conversation with Nithin Kamath, on Artificial Intelligence (AI)Artificial Intelligence has been on the minds of businesses globally, as it is set to bring about many changes. In this episode, Nithin Kamath, CEO & co-founder, Zerodha & Rainmatter, shares his thoughts with Anil Ghelani, CFA on the upcoming adoption of AI in businesses. He also talks about the integration of AI at Zerodha, career advice for the times to come and more.
DISCLAIMER:
This Podcast represents the views and opinions of the originally featured speaker and is posted with their express consent. All statements and expressions in the Podcast are personal views of the speaker and are meant for...2024-04-1030 minFill The Gap: The Official Podcast of the CMT AssociationEpisode 37: Live from CMT Midwinter Retreat with Robert J Farrell and Walter DeemerThis episode of Fill the Gap features a live Fireside Chat with special guests Robert J. Farrell and Walter Deemer moderated by Frank Teixeira, CMT, CFA. Recorded at the CMT 2024 Midwinter Retreat in Tampa, FL on February 1, 2024.This live episode of Fill the Gap breaks from our normal format with a rare glimpse at a conversation between two Wall St. Legends. Their conversation delivers a broad perspective on the industry’s use of technical analysis throughout the illustrious 50 year careers as colleagues, clients, and friends. One of Institutional Investors most highly decorated research anal...2024-03-261h 19Goela House Of Finance! Biggest threat to India's Economy: Why India is in Major Problem| Inequality in India Harsh GoelaIn this episode, Harsh Goela will tell you the biggest threat to India's economic growth and why India is a major problem. Here we will know why rich people are getting richer and poor people are getting poorer. How India is facing inequality in poverty, health and education.https://boost.goelasf.in/start-invest…DISCLAIMER: The content provided in our videos is for educational purposes only. We do not provide recommendations to buy or sell securities, and we encourage viewers to conduct their own research before making any investment decisions.Please be aware that we...2024-03-1716 minGoela House Of FinanceBest Sectors to Invest In India 2024🔥 | Stock Market 2024 | Harsh GoelaIn this episode, Harsh Goela will tell you the Best Sectors to Invest In India in 2024. So, as an investor, we can pick stocks from these specific sectors and gain massive returns in the year 2024. There are best stocks to buy now from these sectors and you can watch the analysis on the channel. Free Webinar👉 https://goelasf.in/omainreg/?utm_sour...DISCLAIMER: The content provided in our videos is for educational purposes only. We do not provide recommendations to buy or sell securities, and we encourage viewers to conduct their own research before making any...2024-01-2424 minCFA Society India PodcastEP 07: The Art Of Investing by Mr. Rajashekar Iyer | 6th #VIPSFrom Our Archives: In this conversation from 6th #VIPS, Mr. Rajashekhar Iyer shares his views with Saurabh Basrar on expected returns of the broader markets in the decade, the importance and usage of both fundamental and technical analysis in value investing as well as handling of the selling decision on portfolio stocks, based on his experience.
Mr. Rajashekar is a voracious reader and he also recommended the top 5 books an investor must read in this conversation.
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DISCLAIMER :
This Podcast represents the views and opinions of the originally featured speaker and is posted with their express consent. All statements and...2024-01-2330 minFill The Gap: The Official Podcast of the CMT AssociationEpisode 36: Gina Martin Adams, CMT, CFAKick off the new year with a big picture look at the global macro backdrop for investors. In Episode 36 we are fortunate to glean insights from Gina Martin Adams, CMT, CFA who shared with us how distortions in the economy driven by the global pandemic are still playing out with bizarre consequences. Gina Martin Adams, CMT, CFA, is the Global Head of Portfolio Strategy and Chief Equity Strategist for Bloomberg Intelligence, a unique research platform that provides context on markets, industries, companies, and government policy, available on the Bloomberg Professional Service at BI.Gina provides t...2024-01-051h 09Goela House Of Finance2024 Election🇮🇳: Turning Point For INDIA? | Impact on Stock Market | Harsh GoelaIn this episode, Harsh Goela will tell you major things related to the 2024 Election Impact on the Stock Market. Know What will happen if PM Modi does not return as prime minister of India. Will it drastically impact the GDP growth rate and businesses of India? To know all these things we recommend you to watch this video till the end.DISCLAIMER: The content provided in our videos is for educational purposes only. We do not provide recommendations to buy or sell securities, and we encourage viewers to conduct their own research before making any investment decisions...2023-12-0323 minFill The Gap: The Official Podcast of the CMT AssociationEpisode 34: John Kolovos, CMT, CFAThe barrier to entry for online "fin-Influencers" is incredibly low, but responsible professional technical analysis covers an immense body of knowledge. In this episode, we dig into the complexity behind John's technical mosaic and the multi-factor models he uses. Yet, the simplicity with which he communicates market conditions and portfolio construction to his institutional clients cannot be overstated. While understanding "the health of the market" allows portfolio managers to responsibly take on risk for clients while maintaining situational awareness of market fragility, ignoring intermarket relationships and bottom-up trends leaves precious alpha off the table and presents career r...2023-11-181h 15CFA Society India PodcastEP. 06 China - The Winds Of Change In The Economy And Markets | Herald Van Der LindeIn this episode Herald Van Der Linde, the author of ‘Asia’s Stock Markets From Ground Up’ shares his thoughts on China with Jolly Balva, CFA.
They talk about the economic landscape over the short term as well as the long term drivers of structural change. These include the sectoral aspects, the policy response as well as the geopolitical implications for its economy. The conversation then goes on to cover what these updates might mean for its markets.
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DISCLAIMER :
This Podcast represents the views and opinions of the originally featured speaker and is posted with their express consent. All statem...2023-11-0440 minCFA Society India PodcastEp. 6: China - The Winds Of Change In The Economy and Markets | TeaserIn this episode Herald Van Der Linde, the author of ‘Asia’s
Stock Markets From Ground Up’ shares his thoughts on China with Jolly Balva, CFA.
They talk about the economic landscape over the short term
as well as the long term drivers of structural change. These include the sectoral aspects, the policy response as well as the geopolitical implications for its economy. The conversation then goes on to cover what these updates might mean for its markets.
Watch out for the full episode which is releasing soon!
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DISCLAIME...2023-11-0201 minCFA Society India PodcastEp. 5 : Dimensions of Mistakes in Investing by Mr. Utpal Sheth, CEO & Senior Partner, RARE EnterprisesIn this episode, Mr. Utpal Sheth shared his views with Varun Goenka on the importance of overcoming natural instincts in investing, focusing on the long-term strategic picture, and sizing bets to match one's conviction.
He emphasized on the significance of learning from mistakes and how they define a person over time, particularly in the context of investing where mistakes can compound significantly. He highlighted the need for deep introspection and multiple iterations to understand and learn from mistakes.
Mr. Seth also mentions the value of learning, adapting, and embracing mistakes in investing, ultimately leading to...2023-10-2030 minFill The Gap: The Official Podcast of the CMT AssociationEpisode 33: Jonathan Krinsky, CMTJonathan Krinsky, who holds the Chartered Market Technician (CMT) designation, is a Managing Director and Chief Market Technician at BTIG. Before joining BTIG, Mr. Krinsky was the Chief Market Technician at Bay Crest Partners, MKM Partners and Miller Tabak & Company. Earlier in his career, he held a role within the Equity and Derivatives Sales & Trading Group at Miller Tabak & Company.Jonathan provides clients with actionable technical commentary on U.S. and global equities, commodities, interest rates and currencies. Jonathan looks at the market on a global basis, taking into account inter-market relationships, sentiment and seasonality, i...2023-10-121h 06
特许金融街EPISODE 63：China Charter Chat 1st Episode｜Nick Pollard's Beijing Touch策划丨江宁 / 谢大为制作人｜王艾主播 | 王艾图文剪辑 | 董烨 统筹 | 嘉澍 / FrancesDear audience, this is the first issue of China Charter Chat, English version of "特许金融街”produced by CFA Society Beijing. We invited Mr. Nick Pollard, former Managing Director Asia Pacific, CFA Institute, and Ms. Sunny Jiang, CFA, Board of Director of CFA Society Beijing. Our guests talked about the structure of CFA Institute, collaboration among societies, ESG exam of CFA Institute, etc. Nick Pollard joined CFA Institute in 2016 as managing director for Asia Pacific. Based in the Hong Kong SAR office, he also oversees operations in Beijing, China and Mumbai, India. Nick is responsi...2023-10-1133 minGoela House Of Finance2 Best Ethanol Stocks to Buy Now | Praj Industries, Triveni Engineering | Sugar Stocks | Harsh GoelaIn this video, Harsh Goela will tell you the Best Sugar Stocks to Buy after the Biofuel Alliance G20 Summit 2023. Praj Industries and Triveni Engineering are the two best stocks in Sugar Sector. Here you will learn about the use of sugar in ethanol blending to reduce the import of crude oil in India. These 2 ethanol stocks are must-buying for the future because of the exponential growth opportunities. Do let us know what you think about these biofuel stocks in India. Master Class Link: https://goelasf.in/omainreg/?utm_sour...00:00 - Intro00:34 - Sugar...2023-10-0813 minGoela House Of Finance3 Must Buy Renewable Energy Stocks In India For Long-Term | Green Energy Stocks | Harsh GoelaIn this episode, Harsh Goela going to reveal 3 best renewable energy stocks for the long term. If you want to invest in green energy stocks, these companies might be good to add to your portfolio. But always do your own analysis before investing in any stock. Do comment below the video and share your thoughts on the growth of the renewable energy sector in India.DISCLAIMER: The content provided in our videos is for educational purposes only. We do not provide recommendations to buy or sell securities, and we encourage viewers to conduct their own...2023-09-2817 minCFA Society India PodcastEp 03: Key fundamental drivers of Gold |John Reade Sheela KulkarniIn this episode, Jolly Balva, CFA is joined by World Gold
Council's John Reade and Sheela Kulkarni. They talk about gold's performance as an asset class from a long-term perspective, as well as the key fundamental drivers of gold and where they stand.
They discuss :
- Performance of gold in different economic cycles
- Why are central banks ramping up their buying of
gold
- Gold demand driven by jewelry and electronics
- The other demand drivers of gold
- The ESG credentials of Gold and the c...2023-09-2148 minGoela House Of FinanceBharat to Become the World Leader 🇮🇳| G20 Summit 2023 India Highlights | Harsh GoelaIn this Episode, Harsh Goela will explain to you how the G20 Summit 2023 India has done major things for India. Know why everyone is saying it is like a victory for India in this G20 Summit India. If you are looking for the major highlights of G20 Summit 2023 then watch this special G20 Summit 2023 India Highlights by Goela School of Finance. DISCLAIMER: The content provided in our videos is for educational purposes only. We do not provide recommendations to buy or sell securities, and we encourage viewers to conduct their own research before making any investment decisions...2023-09-2018 minGoela House Of FinanceIMPACT of G20 Summit 2023 on India’s Stock Market🔥 | G20 Summit 2023 India | Harsh GoelaIn this video, Harsh Goela will explain G20 effect on share market, also Know What is G20? and its benefits to the world's welfare. We have also discussed major topics that will be the primary topics at the G20 Summit 2023 India at the global level. This video also covers the impact of G20 Summit on Indian economy. Do comment below DISCLAIMER: The content provided in our videos is for educational purposes only. We do not provide recommendations to buy or sell securities, and we encourage viewers to conduct their own research before making any investment decisions. Please...2023-09-1712 minFill The Gap: The Official Podcast of the CMT AssociationEpisode 32: Ari Wald, CMT, CFAWill value catch up to growth’s steady trend, or will growth fall from its leadership perch? Can Europe finally accelerate after breaking through its year-2000 peak? Can Energy finally become an investable sector again? Find answers to this and much more in the latest interview from Fill the Gap!Ari Wald, CMT, CFA joins us in Episode #32 where we explore the detailed and comprehensive market research behind Oppenheimer’s head of Technical Analysis. Before getting into markets, Ari walks through the “genealogy” of his career with influences from mentors like Andrew Burkly, Charlie Blood, and Sam...2023-09-111h 07Goela House Of Finance3 Must Buying EV Stocks In India For Long Term | Electric Vehicle Stocks | Harsh GoelaIn this video, Goela School Of Finance will reveal 3 Must Buying EV Stocks In India For Long Term. These Electric Vehicle (EV) Stocks have huge potential to grow in the upcoming years. Here you will know why you should consider these stocks in your portfolio. Also, know will ev stocks go back up? Do comment about which stocks you like the most or your favorite stock in the electric vehicle category.DISCLAIMER: The content provided in our videos is for educational purposes only. We do not provide recommendations to buy or sell securities, and we encourage viewers...2023-09-0412 minGoela House Of FinanceIndia’s Master Plan To Become #1 Economy🇮🇳 | Indian Economy | Harsh GoelaIn this video, Harsh Goela will tell you how the Indian government is planning massive initiatives to boost the economy and GDP growth. You will know top top growing industries in India. Also, there are some PLI schemes to boost India to achieve 5 trillion economy very soon. So, what do you think about the future plans of the Indian government? Do let us in the comment Section. DISCLAIMER: The content provided in our videos is for educational purposes only. We do not provide recommendations to buy or sell securities, and we encourage viewers to conduct their own...2023-08-3012 min
Calgary Connects - A CFA Society Calgary PodcastInvesting in India with Sunil Singhania This episode features a discussion on investing in India with Sunil Singhania, CFA, Founder of Abakkus Asset Manager LLP. Abakkus is an independent, Mumbai-based equities specialist founded in 2018. Today, Abakkus manages equity AUM of $1.6 billion USD broadly under two diversified strategies by following a fundamental, research-driven, bottom-up investment process. Sunil was previously CIO Equities of Reliance Nippon Life Asset Management overseeing $11 billion USD in equity assets and consistently rated among the top fund managers in India. Sunil joins Matthew to highlight the investment opportunities in the fast-growing market of India. Sunil shares how democracy, demographics, the digital di...2023-08-1631 minFill The Gap: The Official Podcast of the CMT AssociationEpisode 31: Clint Sorenson, CMT, CFAHow do the tenets of trend following apply to private equity and venture capital? What does Eminem’s final rap battle in 8Mile have to do with client communications strategies? How could macro volatility be a helpful landscape for active investors over the coming 18 months? Find answers to these and so much more in the latest episode #31 of Fill the Gap! This month’s featured guest is past CMT board member, author, OCIO, asset allocator and voracious lifelong learner, Clint Sorenson, CMT, CFA. Clint is a Co-Founder of WealthShield LLC and has long been dedicated to innovating and a...2023-08-1457 minLead-Lag LiveExploring Global Macro Investing with Ritesh Jain: Insights on Canada and India's EconomiesGot your eyes on the global investment landscape? Tune in as we welcome Ritesh Jain, CIO of a leading Indian asset management company and founder of Pine Tree Macro. He's got a macro view on global investing that's giving businesses a new way to build wealth. Think you know what macro is all about? Ritesh might just change your perspective.Imagine being on the front lines of Canada's economy, where banks are dealing with the effects of an increase in leveraged mortgages. Picture the impact of 2.5 million immigrants on an economy. Ritesh does more than just imagine...2023-08-1049 minCFA Society India PodcastEp 02: REITs: The Real deal | Vishal Chandiramani, CFA & Sandeep Gupta, CFAIn today's podcast we cover a very interesting investment option called real estate investment trusts or REITs. REITs were introduced in India in 2019, after SEBI issued the regulations for them in 2014. REITs have attracted both domestic and foreign investors, who are looking for stable and regular income from real estate assets.
In this episode, Vishal Chandiramani, CFA from Trust Plutus is interviewed by Sandeep Gupta, CFA of Lucretius Fund on what REITs are, how they work, and the India story.2023-07-2834 minFill The Gap: The Official Podcast of the CMT AssociationEpisode 30: Jamie Coutts, CMTTechnical Analysts know that "timing is everything." This month's interview could not come at a better moment as the global discussion around cryptocurrencies, decentralized finance and digital assets again takes center stage. Our longtime friend, past CMT Association Board Member, and exceptional market analyst Jamie Coutts, CMT, CFTe is the Crypto Market Analyst for Bloomberg Intelligence. His knowledge of market structure, on-chain analytics and macro context for this emerging asset class is unparalleled. Whether you are a maximalist, a dabbler, or even for those vehemently opposed to cryptocurrencies, the context provided by Jamie in this interview is cr...2023-07-211h 21
CFA Society India PodcastEp 01. Inflation, central bank policy and the likely implications for markets in the US | Arvind Rajan PhDIn this episode of the ‘Economy and Asset classes’ series, Jolly Balva, CFA, is joined by Dr. Arvind Rajan, a veteran in financial markets in the US. They discuss the macro-economic environment in the US and the implications for markets. They navigate through the following on the current as well as long-term outlook.
2023-06-2741 minFill The Gap: The Official Podcast of the CMT AssociationEpisode 29: Craig Johnson, CMT, CFACraig Johnson, CMT, CFA joins Fill the Gap for Episode #29 where we explore the detailed and comprehensive technical process the Piper Sandler technical research team takes every month to produce informed investors.Craig issued a contrarian bullish call on the S&P 500 going into 2023 based solely on the information provided by the markets. Using classic trend analysis, his team simply highlighted the series of higher highs and higher lows appearing in the equity index. But their process is revealed in the 300+ pages of the “Informed Investor” research report which delivers in-depth analysis of sectors, industry subgroups and a he...2023-06-261h 15
CFA Society India PodcastTeaser | CFA Society India Podcast | Coming soonCFA Society India podcast, where society members engage in conversations with industry experts to bring you unique insights. This bi-monthly podcast is
available on your favourite podcast channel.
2023-06-1400 minGoela House Of FinanceWHY USA is Scared of INDIA'S Faster Growth? | Impact on Stock Markets? | Morgan Stanley ReportThis episode by Goela School of Finance discusses the Morgan Stanley report and the three key points that will make India a superpower by 2030.Get in Touch ⏩Twitter Tips - https://mobile.twitter.com/goelasf ⏩Facebook connect - https://www.facebook.com/goelaschoolo... ⏩Instagram updates - https://www.instagram.com/goela_schoo...⏩Linkedin - https://www.linkedin.com/school/goela...2023-05-2816 minGoela House Of FinanceHe is the Most Underrated Billionaire Investor in India | Harsh GoelaWebinar For You - https://boost.goelasf.in/stock-psycho...Screener Link - https://www.screener.in/screens/99143...We will learn about the investing strategies of billionaire investor Raamdeo Agrawal in today's video by the Goela School of FinanceRaamdeo Agrawal sir is the co-founder and Joint Managing Director of Motilal Oswal Financial Services Ltd., a diversified financial services firm in India. Raamdeo Agrawal is well-known for his expertise in value investing and has been a follower of Warren Buffett's investment philosophy. He has also authored a book titled "The Art of Wealth Creation," which...2023-05-2512 minFill The Gap: The Official Podcast of the CMT AssociationEpisode 28: Live from NYC with Jerry ParkerFill the Gap LIVE: Tenets of TrendfollowingThis fireside chat was broadcast live from midtown Manhattan on April 28, 2023 as episode #28 of Fill the Gap: the Official Podcast of CMT Association. One of the famed Turtle Traders groomed under Richard Dennis, Jerry Parker has continued to thrive through multiple market cycles as a systematic trend-following manager and CEO of Chesapeake Capital. Co-host of Fill the Gap, David Lundgren explores Jerry’s time-tested approach to trend following, and what it takes to succeed, both as a portfolio manager and business owner, using this “simple but not ea...2023-05-021h 10
My CFA® Charter StoryS2 Ep5: Anil Ghelani, CFAAnil Ghelani, CFA, head of passive investments and products at DSP Mutual Fund discusses his experience as a volunteer for the CFA Society India, where he has been involved for over a decade, serving as a director and former vice chairman. Anil explains that he initially joined to network and learn from senior colleagues in the industry, but also found the experience fulfilling and rewarding, particularly in terms of the learning and experience gained, which has helped him in his professional role.2023-04-0526 minFill The Gap: The Official Podcast of the CMT AssociationEpisode 27: Mark Deriet, CMT, CFAThis month we discuss the rangebound markets and rotational landscape through the lens of technical tools, quantitative screens and multiple timeframes with Institutional Equity Research Analyst, Mark Deriet CMT, CMT."Paper > Rocks," stoicism and many many charts await listeners of this March episode of Fill the Gap! Be sure to download the chart-pack from the show notes here: https://cmtassociation.org/podcast/fill-the-gap-episode-twenty-seven-with-mark-deriet-cmt-cfa/Mark Deriet, CMT, CFA, MA Economics | Analyst, Institutional Equity Research | Quantitative & Technical Analysis | Cormark Securities Inc.Mark Deriet is the Quantitative and Technical Analyst for Cormark Securities Inc...2023-03-241h 13Fill The Gap: The Official Podcast of the CMT AssociationEpisode 26: Vernon Bice, CMTVernon Bice, CMT joins Fill the Gap this month!Vernon Bice, CMT is a Portfolio Manager at Lord Abbett, where he is responsible for contributing to the management for the firm’s micro-cap growth, small cap growth, mid cap growth and large cap growth strategies. He plays a key role in technical analysis, drawing on his deep experience to provide insights to the portfolio management team. Mr. Bice joined Lord Abbett in 2011. His prior experience includes serving as Portfolio Analyst at Bank of America; Research Analyst at BNY Institutional Asset Management; and Investment Associate at UB...2023-02-211h 12Goela House Of FinanceWhat MODI has done to INDIA!! : Modi Government Faliure or Sucess? | Indian Economy Case StudyThe Modi government has been in power for 8 years since 2014, and during this time, it has implemented several economic and social reforms. Some of the key achievements of the government include the launch of the Goods and Services Tax (GST), the Make in India initiative to boost manufacturing, the Digital India program to increase digital literacy, and the Swachh Bharat Abhiyan to promote cleanliness and sanitation. The government has also focused on improving infrastructure, such as building new highways, airports, and ports. However, the government has also faced criticism for its handling of certain issues...2023-02-1219 minFill The Gap: The Official Podcast of the CMT AssociationEpisode 25: Patrick Kent, CMT, CFAFill the Gap is kicking off the new year in 2023 with a black belt, lead singing, portfolio manager to discuss ways of delivering idiosyncratic risk by thinking differently than the rest of the industry about money management. Enjoy this conversation with Patrick Kent, CMT, CFA - Deputy head of equity opportunities, Portfolio Manager at Newton Investment Management Group. We discuss the ways in which technical concepts and tools that provide context for idea generation, parameters around position sizing, and helps the entire team prioritize their analysis based on where the market is confirming or denying their fundamental th...2023-01-231h 13Fill The Gap: The Official Podcast of the CMT AssociationEpisode 24: Tim Hayes, CMTWhy do we all believe technical indicators should be quantified? Why do we follow a top-down approach to market analysis? Why do practitioners follow a "weight of the evidence" approach? This month's guest is the author of seminal work in the field which cemented principles followed by technical analysts worldwide.Timothy W. Hayes, CMT, is NDR’s Chief Global Investment Strategist. He has been with the firm since 1986. Tim directs NDR’s global asset allocation services, develops strategy and major investment themes, and establishes NDR’s weightings for global asset allocation, presenting his views on the cyclical and se...2022-12-161h 02Fill The Gap: The Official Podcast of the CMT AssociationEpisode 23: Atul Suri & David Lundgren CMT, CFA | Live from the APAC Summit 2022Fill The Gap Live: Investment Management Trends at an Inflection PointInterview recorded Live at CMT APAC Summit 2022 in Mumbai India on Nov 5, 2022In this live installment of Fill the Gap, the official podcast of the CMT Association, global money management veterans share how they use technical analysis in their trend following investment process for market outperformance over the long run.With front row seats to the evolution of equity markets for more than three decades, Atul Suri and David Lundgren, CMT, CFA have learned many lessons managing returns over multiple market...2022-11-181h 15Fill The Gap: The Official Podcast of the CMT AssociationEpisode 22: John Lewis, CMTThe timing of this months episode is uncanny. Investors around the globe are faced with a challenging market environment across all asset classes. Our guest this month was famously quoted as saying: "There isn't any alpha to be had in strategies that you always feel good investing in. Being uncomfortable at times is a necessary evil." Lessons about sticking to your process really stood out in this month's interview. And, what can be trite comments on social media have a much deeper impact coming from a veteran portfolio manager navigating markets with such a significant asset base.J...2022-10-121h 03Fill The Gap: The Official Podcast of the CMT AssociationEpisode 21: Jurrien Timmer, CMT"Global Macro Analysis is like four dimensional chess." says Jurrien Timmer, CMT "It's intellectually thrilling!" If the recent market environment has been less intellectually thrilling and more emotionally draining, then this episode is for you! Starting from the bond desk at a large Dutch bank nearly forty years ago, Mr. Timmer has learned a few things that will absolutely change the way you think about investing...As director of Global Macro at Fidelity Investments, Jurrien Timmer, CMT is part of Fidelity’s Global Asset Allocation (GAA) group, where he specializes in asset allocation and global macro strategy. Ad...2022-09-231h 08Goela House Of FinanceWhy Doing Business In India Is Easy | High Profit Business Idea 2022 | Harsh GoelaIndia is one of the fastest growing economies. As a result, it is not very difficult to start a business in India, especially if the product you are planning to sell is not too complex. This video tells you how to start a business in India with low investment and gives you a brief overview of the process and the steps involved. Starting a business in India is a big decision, although it can be a profitable one. In India, it is not very difficult for a man with a good idea, and a little cash, to start his...2022-09-1808 minGoela House Of FinanceHow India is beating the Rest of the World? | History of Indian Economy 1947 To 2022 | Harsh GoelaThe history of the Indian economy is very dynamic. The country has overcome various problems like the Great Depression. The global financial crisis of 2008, and other problems related to the economy. India has been a significant economic power. The post-independence era has seen the implementation of the Five-Year Plans and the Four-Year Plans. The government has implemented a system of planning and development to reduce the problems of inflation and unemployment. This video gives a brief history of the Indian economy.#harshGoela #stockmarketDisclaimer: Please do your own research / consult your financial advisor before making...2022-08-1510 minFill The Gap: The Official Podcast of the CMT AssociationEpisode 20: David Keller, CMTMost market participants have learned that the markets are driven by Fear and Greed. This month’s guest challenges that assumption with the idea that financial markets are ruled strictly by fear alone… Fear of loss, fear of missing out, fear of being wrong. Knowing that humans are not purely rational has helped academic research in the field of Behavioral Finance adapt theories to what technical analysis has proven to work in practice. This month’s esteemed guest has an encyclopedic knowledge of the tools as detailed in the compilation he edited in 2007 for Bloomberg Press: Breakthroughs in Tech...2022-08-051h 06