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In this episode of Excess Returns, we welcome back Tobias Carlisle — author, host of Value After Hours, and manager of the Acquirers Funds. Toby shares his candid perspective on market valuations, value investing's long struggle, and why he still believes mean reversion will eventually swing back in favor of small caps and value stocks. We also dive into AI, global markets, the Fed, housing, and where investors might find opportunity outside today's expensive U.S. mega-caps.Market valuations: why today's market may be more expensive than 1929, 2000, or 2020The pitfalls of relying on single-year P/E ratios and better long-term valuation measuresThe divergence between the “Magnificent 10” and the rest of the marketSmall caps, mid caps, and value: where Toby sees opportunity despite an earnings recessionAI as both a transformative force and a potential bubble-like capital cycleU.S. vs. international markets: structural advantages of American capitalism and where China is catching upThe Fed, interest rates, inflation, and how they really matter for value investorsHousing affordability and demographics as headwinds for the U.S. economyWhy Toby believes the “value vs. growth jaws” will eventually close00:00 – Are markets more expensive than 1929 and 2000?04:00 – Breaking down valuation charts: S&P, Russell, and mid/small caps10:00 – Why single-year P/Es mislead investors14:00 – Lessons from past bubbles: Nifty 50, dot-com era, and now19:00 – Large vs. small: the longest run for growth in history24:00 – AI's impact: transformative technology or capital cycle trap?32:00 – Toby's personal experience with AI (and why it disappoints him so far)33:00 – U.S. advantages vs. international markets and China's rise41:00 – Are today's U.S. valuations justified?45:00 – The Fed, interest rates, and speculation46:00 – Housing affordability and demographics as headwinds55:00 – Should value investors care about macro?59:00 – Closing question: Toby's contrarian belief on value vs. growth
Nifty. Woop Woop. This one is off the rails from go when Our Heroes don't get the time from Nick. You voted for this one and we're eating it. It's mushy & mushy facts. Michael thinks Alix Earle is more like Alex Earl and there's some miscommunication but it's fine because Nick is feeling the momentum and really going for it. Is this a case of branding getting people to buy this burger because we can't figure it out. Grab a shirt and wait for the switchfork at https://100percenteat.store which old merch should we bring back?Also grab an autograph from Our Heroes https://streamily.com/100-percent-eat Support us directly https://www.patreon.com/100percenteat where you can join the discord with other 100 Percenters, stay up to date on everything, and get The Michael, Jordan Podcast every Friday. Follow us on IG & Twitter: @100percenteat Learn more about your ad choices. Visit megaphone.fm/adchoices
FMCG, IT-ல் முதலீட்டு வாய்ப்பு, எப்படி இருக்கு, Nifty down-ல போகுதே, இப்போ SIP ஆரம்பிக்கலாமா | Lumpsum முதலீடு யாருக்கு நல்லது, Nifty 50-ன் PE Ratio-ஐ பார்த்து பங்குகளை வாங்கலாமா, பங்குச்சந்தை Expensive -ஆக இருக்கா | இப்போது Lumpsum முதலீட்டை ஆரம்பிக்கலாமா போன்ற நேயர்களின் பல கேள்விகளுக்கு பதில் தந்திருக்கிறார் வ.நாகப்பன்.
GIFT Nifty points to a weak start for the day as global cues weigh on sentiment. We decode the early signals, key support & resistance zones, and sectors to watch for possible moves.
GIFT Nifty points to a weak start for the day as global cues weigh on sentiment. We decode the early signals, key support & resistance zones, and sectors to watch for possible moves.
GIFT Nifty points to a weak start for the day as global cues weigh on sentiment. We decode the early signals, key support & resistance zones, and sectors to watch for possible moves.
Morning Nifty 50 ViewPrepare your trading day in the market with this daily market pitch report on Nifty 50 with a strategy to trade, including stop loss and target.
Morning Nifty 50 ViewPrepare your trading day in the market with this daily market pitch report on Nifty 50 with a strategy to trade, including stop loss and target.
Morning Nifty 50 ViewPrepare your trading day in the market with this daily market pitch report on Nifty 50 with a strategy to trade, including stop loss and target.
Morning Nifty 50 ViewPrepare your trading day in the market with this daily market pitch report on Nifty 50 with a strategy to trade, including stop loss and target.
Morning Nifty 50 ViewPrepare your trading day in the market with this daily market pitch report on Nifty 50 with a strategy to trade, including stop loss and target.
Morning Nifty 50 ViewPrepare your trading day in the market with this daily market pitch report on Nifty 50 with a strategy to trade, including stop loss and target.
Morning Nifty 50 ViewPrepare your trading day in the market with this daily market pitch report on Nifty 50 with a strategy to trade, including stop loss and target.
Morning Nifty 50 ViewPrepare your trading day in the market with this daily market pitch report on Nifty 50 with a strategy to trade, including stop loss and target.
Morning Nifty 50 ViewPrepare your trading day in the market with this daily market pitch report on Nifty 50 with a strategy to trade, including stop loss and target.
Morning Nifty 50 ViewPrepare your trading day in the market with this daily market pitch report on Nifty 50 with a strategy to trade, including stop loss and target.
Morning Nifty 50 ViewPrepare your trading day in the market with this daily market pitch report on Nifty 50 with a strategy to trade, including stop loss and target.
Morning Nifty 50 ViewPrepare your trading day in the market with this daily market pitch report on Nifty 50 with a strategy to trade, including stop loss and target.
Morning Nifty 50 ViewPrepare your trading day in the market with this daily market pitch report on Nifty 50 with a strategy to trade, including stop loss and target.
Morning Nifty 50 ViewPrepare your trading day in the market with this daily market pitch report on Nifty 50 with a strategy to trade, including stop loss and target.
Morning Nifty 50 ViewPrepare your trading day in the market with this daily market pitch report on Nifty 50 with a strategy to trade, including stop loss and target.
Welcome to Top of the Morning by Mint.. I'm Nelson John and here are today's top stories. Trump's Oil Deal with Pakistan, Tariff Shock for India “Who knows, maybe they'll be selling oil to India someday.” That was Donald Trump's surprise message on Truth Social as he unveiled a new U.S.–Pakistan energy partnership to develop Pakistan's “massive oil reserves.” While no U.S. oil giant has been named yet, Trump signaled a selection is on the way. But the kicker? Just hours earlier, India was hit with a 25% tariff on exports to the U.S., along with vague threats of penalties over its oil trade with Russia. Trump also took aim at India's place in BRICS, calling the 11-member bloc “anti-United States” and accusing it of attacking the dollar. Meanwhile, the U.S. struck a trade deal with South Korea, placing a 15% import tariff on Korean goods—while exempting American exports. Talks with India continue, with Trump suggesting more clarity “by the end of this week.” Markets React, Investors Watch Closely India's stock markets felt the heat after the tariff news. Export-heavy sectors—textiles, pharma, and auto components—are expected to take a hit. Markets had anticipated a 20% tariff, but the extra 5% and mention of penalties jolted investor sentiment. Foreign Portfolio Investors (FPIs) pulled out ₹32,000 crore in July, spooked by the weakening rupee and high valuations. In contrast, domestic institutional investors have pumped in ₹4.12 trillion this year, helping cushion the blow. While the Nifty saw a small recovery to 24,855, experts warn of a short-term dip. Bank of Baroda's Madan Sabnavis expects markets to stabilize quickly, but economists like ICRA's Aditi Nayar caution the tariff could trim India's GDP growth below 6.2% for FY26. NASA–ISRO's NISAR Takes Off: Earth's New Watchdog “A scientific handshake with the world.” That's how Union Minister Jitendra Singh described the successful launch of NISAR, the world's most advanced Earth-observing satellite, co-developed by NASA and ISRO. Launched aboard ISRO's GSLV-F16 from Sriharikota, the $1.5 billion, SUV-sized satellite will track Earth's surface changes—down to just 1 cm—from 743 km above. Over five years, it will scan the planet twice every 12 days, monitoring melting glaciers, earthquakes, groundwater levels, and carbon emissions from wetlands. And Finally: UPI Gets a Power Boost Let's wrap up with a domestic update that affects nearly every Indian with a smartphone. Starting today, August 1, your favourite UPI apps—Google Pay, PhonePe, Paytm—are operating under new NPCI rules aimed at boosting performance and curbing fraud. Here's a quick rundown: Balance checks? Now limited to 50 per day, and you'll see your balance automatically after each transaction. Auto-payments? Will only go through during non-peak hours—before 10 am, between 1–5 pm, and after 9:30 pm. Bank details? Visible only 25 times daily, after selecting the issuing bank. Pending transactions? You can check the status only three times, spaced by 90 seconds. Recipient names? Will be shown before every transfer—reducing fraud risk. And yes, non-compliance by payment service providers could mean API restrictions or onboarding bans. Bottom line? India's digital payments system—already among the most advanced—is getting tighter, faster, and more secure Learn more about your ad choices. Visit megaphone.fm/adchoices
Markets snapped their winning streak as IT and FMCG heavyweights dragged the Nifty to just above the 25,000 mark. Infosys, Nestle, and Persistent led the slide, while Eternal and PSU banks offered some comfort. Meanwhile, Q1 earnings kept the stock-specific action buzzing — with Bajaj Finance, REC, and Aether Industries posting robust numbers even as Cyient and IEX sent mixed signals. What are the key levels to watch our for on the Nifty and what are the cues that will shape the day for the market today? Tune in for all this and more in today's Market Minutes — your morning podcast bringing you the top stories to kickstart your trading day, from stocks in the news to macro trends and global market cues.
Markets rally with the Nifty comfortably above 25,200, led by large-cap banks and autos. Infosys steals the spotlight with a Q1 beat and industry-leading revenue growth. We also break down earnings from Dr Reddy's, Persistent Systems, Tata Consumer and more. Plus, big M&A buzz in liquor, pharma, and a spotlight on PM Modi's UK visit and the landmark FTA. Tune in for all this and more in today's Market Minutes — your morning podcast bringing you the top stories to kickstart your trading day, from stocks in the news to macro trends and global market cues.
After a rangebound session, the Nifty and Sensex ended flat, with broader markets underperforming. We decode the key levels to watch and the strategy traders may consider in this sideways setup. In stocks to watch — Paytm reports its maiden profit, marking a major turnaround for the fintech player. Eternal extends its rally on strong commentary, while Tilaknagar Industries surges on acquisition buzz. We also bring you a preview of Infosys Q1 results, with the Street eyeing GenAI-led growth triggers and a potential upgrade in FY26 guidance. Also on the radar — possible block deals in Oberoi Realty and Lodha Developers, and earnings highlights from Dixon Tech, KEI Industries, Jana SFB, Dalmia Bharat, and more. Plus, all the details on the US-Japan trade deal. We also break down all the international cues you need to know today. Tune in for all this and more in today's Market Minutes — your morning podcast bringing you the top stories to kickstart your trading day, from stocks in the news to macro trends and global market cues.
Markets made a strong comeback on Monday as the Nifty reclaimed the 25,000 mark, powered by a solid show from HDFC Bank and ICICI Bank. In this episode of Market Minutes, we break down the big movers and the sentiment shift, analyse the fund flow trends, and decode what experts are saying about the road ahead for Nifty — with 24,900 emerging as a make-or-break level. Plus a look at global cues, upcoming earnings, all the stocks that are likely to grab the limelight in trade and the latest on India's bilateral trade negotiations with the US and UK. In our voice of the day segment, Mahesh Patil of Aditya Birla Sun Life AMC shares his take on the banking sector post Q1 earnings. Tune in for all this and more in today's Market Minutes — your morning podcast bringing you the top stories to kickstart your trading day, from stocks in the news to macro trends and global market cues.
As markets kick off a new week, all eyes are on heavyweights like Reliance Industries, HDFC Bank, and ICICI Bank — that will set the tone for near-term sentiment. After Friday's sharp selloff, the Nifty now hovers dangerously close to the crucial 24,900 support mark. Will the index manage to hold ground or extend its slide? In today's episode of Market Minutes, Nandita Khemka takes you through the key cues for the day — from global cues to earnings expectations and fund flows to technical levels and what experts are saying about where the market could be headed next. Tune in for all this and more in today's Market Minutes — your morning podcast bringing you the top stories to kickstart your trading day, from stocks in the news to macro trends and global market cues.
In today's Market Minutes, we break down whether Nifty can eke out gains on weekly expiry day, with key technical levels in play. We dive into expectations from TCS as it kicks off the Q1 earnings season, and put the spotlight on Trump's latest tariff blitz — including fresh duties on Brazil. Asian markets are mixed, US markets saw a strong close and the GIFT Nifty is hinting at a positive start for Dalal Street. A look at all the global cues plus, a round-up of all the stocks in the news — from Asian Paints' exit from Akzo Nobel to key orders for RailTel and Enviro Infra. Don't miss our Voice of the Day where Aishwarya Dadheech of Fident Asset Management explains why IT still makes the cut for long-term investors. Tune in for all this and more in today's Market Minutes — your morning podcast bringing you the top stories to kickstart your trading day, from stocks in the news to macro trends and global market cues.
After trading in a tight range for most of the session, frontline indices bounced back sharply in the final hour—but can the momentum hold? In today's Market Minutes, we decode the day's biggest market triggers, from sectoral action and fund flows to key business updates from heavyweights like Tata Motors, and JSW Steel. Globally, US President Trump has reignited trade tensions with sweeping new tariff threats—slapping a 50% duty on copper and warning of 200% tariffs on pharma exports. In our Voice of the Day segment, Amit Kumar Gupta, Founder of Fintrekk Capital, unpacks the possible fallout for Indian pharmaceutical exporters. Tune in for all this and more in today's Market Minutes — your morning podcast bringing you the top stories to kickstart your trading day, from stocks in the news to macro trends and global market cues.
Indian markets ended flat as Reliance propped up the Nifty, while broader indices and IT stocks came under pressure. FMCG majors led the gains, bolstered by Q1 updates. Globally, Trump's tariff shock reverberated through Asia, with several countries facing steep duties starting August 1. Meanwhile, he signaled a near-final trade deal with India. Back home, key stocks like Kotak Mahindra Bank, Titan, and Tata Motors are in focus on the back of their quarterly updates. Plus, MCX makes history with India's first electricity derivatives contract launch, and SEBI's study reveals a sobering stat—91% of retail traders lost money in derivatives last year. And in our Voice Of The Day segment catch Harish Krishnan, Co-CIO & Head Equity, Aditya Birla Sun Life AMC as he shares his outlook on the upcoming first quarter earnings season. Tune in for all this and more in today's Market Minutes — your morning podcast bringing you the top stories to kickstart your trading day, from stocks in the news to
In today's Market Minutes, we break down Friday's smart recovery in the markets and what could drive Nifty's next move. IT stocks and ICICI Bank led the charge, but pressure lingered on capital market plays post SEBI's action against Jane Street. We also spotlight key Q1 business updates from Dabur, Godrej Consumer, Nykaa, and more, along with Tata Steel's regulatory challenge and Senco Gold's strong retail performance. On the global front, US tariffs return to focus with Trump shifting the goalposts on tariffs deadline for nations that haven't finalised trade agreements with the US. Meanwhile, the India-US trade may be finalised in less than 48 hours. In the commodities market, crude oil prices edge lower as OPEC+ stirs oil markets with a bigger-than-expected production hike. Plus, we wrap up with India's historic Test cricket triumph at Edgbaston under Shubman Gill's captaincy. Tune in for all this and more in today's Market Minutes — your morning podcast bringing you the top stories to kickstart your trading day, from stocks in the news to macro trends and global market cues.
SEBI bars Jane Street from India's securities market, delivering a sharp blow to the US trading firm. What does this mean for foreign players in India's derivatives space? We also track key triggers that could shape Nifty's next move amid global trade uncertainty and expiry-led volatility. Plus, spotlight on Bajaj Finance, Marico, and Vedanta after their Q1 updates. And in our Voice of the Day, Nirav Karkera of Fisdom Research highlights the sectors poised to lead the upcoming earnings season. Tune in for all this and more in today's Market Minutes — your morning podcast bringing you the top stories to kickstart your trading day, from stocks in the news to macro trends and global market cues.
Markets turned cautious as Nifty slipped below key support levels in intra-day trade on July 2, with financials dragging and midcaps snapping an 8-session winning streak. Traders are gearing up for another choppy session on weekly expiry day. In stocks to watch, all eyes are on a major block deal in Nykaa, while Avenue Supermarts, PNB, Indian Bank and Voltas are also in focus. The US has sealed a trade deal with Vietnam, securing zero tariffs on American goods and full access to Vietnamese markets. Meanwhile, Foxconn pulls out Chinese workers from its India unit, and Microsoft announces fresh layoffs impacting 4% of its global workforce. Also in our Voice Of The Day Segment, Vinit Bolinjkar—Head of Research, Ventura Securities shares his outlook on the auto sector. Tune in for all this and more in today's Market Minutes — your morning podcast that brings you the top stories to kickstart your trading day, covering stocks in the news, macro trends, and global market cues.
The Nifty managed to shut shop above the 25,500 mark despite a muted trading session, with PSU banks and Reliance leading the gains. In today's episode, Nandita Khemka breaks down the market action, global cues and the next big trigger for the market. In stock spotlight: Asian Paints faces a CCI probe, Hero MotoCorp rides on robust June sales, Lupin secures USFDA approval, and JSW Energy signs a major battery storage deal in Rajasthan. Plus, all eyes are on HDB Financial's market debut and Crizac's IPO. In our Voice of the Day segment, Ambit's Siddharth Bothra shares his insights on riding the consumption wave. Tune in for all this and more in today's Market Minutes — your morning podcast that brings you the top stories to kickstart your trading day, covering stocks in the news, macro trends, and global market cues.
Planning and siting have a lot to do with the success of a greenhouse project. Whether building your first or your fifth greenhouse, learn best practices for site prep, drainage, snow and wind management and more with Tomm Becker of Nifty Hoops. The company began as a community initiative to support local farmers in Michigan and now offers to build any of the greenhouses they fabricate entirely for growers, or they'll help build along with friends and family as a “community build,” anywhere in the USA.In addition to the process of building and installing greenhouses, we also talk about essential considerations like orientation, dealing with rocky soil and whether to cover with a single or double layer of plastic. We also discuss the status of the NRCS high tunnel grant program, which has not been affected as much as many of the other federal ag programs and is currently running more or less the way it has in years past. If you have questions about the status of the NRCS high tunnel program you can contact Nifty Hoops at the address below. Connect With Guest:Instagram: @niftyhoopsWebsite: https://www.niftyhoops.com Podcast Sponsors: Huge thanks to our podcast sponsors as they make this podcast FREE to everyone with their generous support: Tilth Soil makes living soils for organic growers. The base for all our mixes is NOP-compliant compost, made from the 4,000 tons of food scraps we divert from landfills each year. And the results speak for themselves. Get excellent germination, strong transplants, and help us turn these resources back into food. Try a free bag, and check our 2025 farmer pricing at tilthsoil.com/gfm.Farmhand is the all-in-one virtual assistant created for CSA farmers. With five-star member support, custom websites, shop management, and seamless billing, Farmhand makes it effortless to market, manage, and grow a thriving CSA. Learn more and set up a demo with the founder at farmhand.partners/gfm. Subscribe To Our Magazine -all new subscriptions include a FREE 28-Day Trial
In this inspiring episode of the Nifty Thrifty Dentists Podcast, Dr. Glenn Vo visits Charlotte, NC, to sit down in person with the powerhouse team behind Simplify Dentistry! Tune in as they reveal how their mission started—and how it's evolving into a game-changing support network for both seasoned and aspiring dental professionals.