Capitalmind Podcast

Apr 11 2025 91 ep. 60 mins 862
Capitalmind Podcast artwork

Capitalmind looks at stocks, bonds, funds and the macro to bring you their view on the Indian financial markets. We discuss all things related to investing at our focussed podcast that keeps it simple. For more, go to capitalmind.in and to invest with us, visit capitalmindwealth.com

  Business
RSS feed Share
Copy RSS


Subscribe on Podcast Addict


Changing the World Order: Tariff Edition

Apr 11 2025 52 mins  
At this point, you’ve probably read enough about tariffs to last a lifetime. But what if we told you the real story isn’t just about import duties or Donald Trump’s next announcement; it’s about a slow unraveling of the world order we’ve all taken for granted In this episode, Deepak and Shray dig into how the US once helped shape a global economic contract — one where i

Exchange Traded Funda: How ETFs Work

Apr 09 2025 75 mins  
ETFs have taken over the world, or at least that’s what you’d believe if you spent any time reading financial media in the US. Passive investing! Low costs! No fund manager egos! And of course, that looming prediction: “ETFs will destroy price discovery!” But in India? Crickets. While ETFs have become mainstream in the US, with trillions of dollars flowing into passive inve

The Unexpected Impact of investing in Mutual Funds and Pooled Vehicles

Mar 06 2025 58 mins  
Deepak and Shray discuss the unexpected quirks and consequences of investing in mutual funds and pooled vehicles in general. The discussion covers how your returns and experiences can be impacted by other investors' actions, including issues with inflows, outflows, cutoff timings, and NAV calculations. Specific cases like DHFL, Yes Bank, and Zee promoter bonds are examined to highl

Profit Shares & Performance Fees: Are They Really Worth It?

Feb 06 2025 63 mins  
In today’s episode, we break down profit shares and performance fees, one of the most debated topics in the asset management industry. Are they a fair way to align incentives, or just another way for fund managers to charge more? We get into the nitty-gritty of who can charge performance fees in India and how it works, the meaning of terms like management fee, hurdle rate, catch-

Budget 2025: More Money in Your Hands

Feb 02 2025 28 mins  
Deepak and Shray analyze the implications of this budget on consumption, manufacturing, investments, and its impact on your wallet. ---- More about us: https://cm.social/pms Connect with us : https://cm.social/pms-connect Deepak's Twitter: @deepakshenoy Shray’s Twitter: @shraychandra Capitalmind Twitter: @capitalmind_in

The fight between the Dollar and the Rupee

Dec 23 2024 72 mins  
In this episode, Deepak and Shray dive deep into the dynamics of the Dollar-Rupee equation. With the rupee at 85 to the dollar, what does this mean for us as investors and consumers? Are we losing 3-4% in dollar terms every year without realizing it? And if so, does investing in global assets provide a better hedge? Join us as we break down historical trends in the exchange rate, t

Are Foreign Investors (FIIs) Less Important Now?

Dec 03 2024 65 mins  
Ever wondered if the Indian stock market still needs Foreign Institutional Investors (FIIs) now that domestic investors are stepping up? Shray and Deepak chew over this hot topic in our latest episode. They examine questions like whether foreign investors are responsible for recent market declines, who the primary owners of Indian companies are, and why foreign ownership is decreas

The F&O Game is fair even if 93% of people lose money

Nov 18 2024 86 mins  
In this episode of the Capitalmind podcast, Deepak and Shray dive into SEBI's recent report analyzing the profits and losses of F&O traders. The report reveals a staggering statistic, showing that over 90% of individual traders have lost money in F&O trading in the past few years. They explore the reasons behind these losses, the demographic impacts, and whether F&O trading is more

A Structured Approach to Cash Calls: Deepak Shenoy's Framework

Oct 25 2024 73 mins  
In this episode, recorded in early October 2024, we’re diving into a topic that’s on everyone’s mind: Is holding cash a smart move in these unpredictable markets? We’re in what some are calling one of the most “unloved” bull markets—stocks keep rising, but investors (ourselves included) are uneasy, waiting for the other shoe to drop. To help us unpack whether cash can

Mutual Funds, PMS, or AIF: Choosing the Right Investment Vehicle for Your Needs

Sep 20 2024 56 mins  
In this episode, Deepak and Shray dive into the intricacies of mutual funds, Portfolio Management Services (PMS), and Alternative Investment Funds (AIF). We analyze the tax benefits of mutual funds, highlight the liquidity advantages, and compare them with PMS and AIF in terms of fees, transparency, and investment flexibility. We also discusses why different products cater to diff