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In today's episode of The Daily Brief, we cover a deep dive and another story for the day shaping Indian and global markets:1. Growpital's Alleged Investment Fraud We'll cover: ●Growpital raised ₹193 crore from over 5,200 investors.●A claimed ₹62 crore revenue from a 75-acre jeera farm was far above SEBI's estimated maximum of around ₹30 lakh.●Nearly ₹96 crore was traced through layers of entities to the promoters.●SEBI has ordered refunds with 12% annual interest and imposed bans and penalties.2. Indian Railways' New Financing ModelWe'll cover:●Six freight corridors will cover 647 km and mainly transport coal, iron ore and bauxite.●Private companies could fund around 60% of construction costs under HAM.●The model shifts freight-risk away from private developers and back to Railways.●The six projects have a combined Bid Project Cost of ₹15,976 crore.Audio Timestamps00:04 Intro00:30 The Growpital investment scam13:07 Railways tries the highway model20:34 TidbitsWe also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybrief.zerodha.com/Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.
If the middle class isn't spending, who is?Official data says consumption is growing at 7.7% a year, yet FMCG volume growth is just 4–5% and smartphone volumes are shrinking. In this episode of Coffee & Investing, Saurabh Mukherjea and Nandita Rajhansa unpack the three new pillars of Indian consumption:– A booming elite, with Indians filing tax returns of ₹1 crore or more up 7x in 12 years– A middle class borrowing to spend, with household debt excluding mortgages at 32% of GDP– Government cash transfers to women of ₹1.7 lakh crore, now more than the education budgetThey also discuss how Marcellus has rebuilt its portfolios around these shifts, from private healthcare and diagnostics to manufacturing exporters and the new elite.Invest with Marcellus: https://invest.marcellus.in/auth?utm_source=Spotify&utm_medium=organic&utm_campaign=ThreePillarsOfConsumption&utm_id=PodcastMarcellus Investment Managers is a SEBI, US SEC, and IFSCA registered portfolio manager.
As AI advances at an exponential pace, what could the Singularity mean for India's workforce, middle class, and investors? Saurabh joins Nandita to discuss what it could mean for India's workforce, middle class, and investors—and why financial resilience matters more than ever. Get your free goal planning and asset allocation https://shorturl.at/aOsyj--------------------------------------------------------------------Follow us on:→ X: https://x.com/MarcellusInvest→ LinkedIn: / marcellus-investment-managers → Instagram: / marcellusinvest --------------------------------------------------------------------In this episode of Coffee and Investing, Marcellus' CIO Saurabh Mukherjea joins Nandita Rajhansa to discuss Ray Kurzweil's famous Singularity thesis and its implications for India. As artificial intelligence advances at an unprecedented rate, the conversation explores whether exponential improvements in machine intelligence could reshape jobs, wages, inequality, and investment outcomes over the coming decade.
Invest with Marcellus: https://invest.marcellus.inWhat separates a great company from the rest?In this episode of Coffee & Investing, Saurabh Mukherjea speaks with his co-author Salil Desai about their new book, *The Art of Enduring: How Great Companies Turn Crisis into Opportunity*.They discuss what makes certain businesses endure when the world around them is falling apart, and why the best companies don't necessarily try to beat every crisis. Instead, they focus on building competitive advantages, staying disciplined and letting time work in their favour.Saurabh and Salil revisit the companies featured in the book, including Bajaj Finance, Dr. Lal PathLabs, Tata Elxsi, Divi's Laboratories and Titan. They discuss how these businesses have navigated disruption, built formidable competitive advantages and continued to compound through periods of extraordinary uncertainty.The conversation also explores the idea of "befriending time" — a mindset inspired by Rahul Dravid's approach to Test cricket — and why patience, consistency and doing the simple things well can be powerful advantages in both business and investing.---
Invest in India's leading financial companies. Explore Kings of Capital Portfolio: https://kcp.marcellus.inWhat does it take to find opportunities in one of India's most closely watched sectors?In this episode of Coffee & Investing, Saurabh Mukherjea speaks with his colleague Tej Shah, Portfolio Manager of Marcellus' Kings of Capital Portfolio, about how the team invests across India's financial services sector, and why some of the most interesting opportunities may lie beyond the obvious names.Kings of Capital is not simply a portfolio of banks and lenders. High-quality lenders make up only around a quarter of the portfolio, while a significant portion is invested in non-lending financial businesses such as asset managers, wealth managers, credit rating agencies, commodity exchanges, mutual fund distributors and financial infrastructure companies.The conversation explores how Tej and the team look for "variant perception" — situations where their assessment of a business or industry differs meaningfully from the broader market.One example is the team's investment in microfinance during the sector's 2025 downturn. While pessimism around the industry was widespread, ground-level research led the team to believe that the problems were cyclical and that stronger institutions could emerge with greater market share.Saurabh and Tej also discuss why KCP has historically maintained a low allocation to large banks and zero exposure to PSU banks and PSU NBFCs, how the team researches its 35-stock universe, and the importance of management quality, profitability, balance-sheet strength and sensible valuations.The episode also looks ahead to a potentially tougher interest-rate and credit environment — and why Tej believes that could create an environment where high-quality financial businesses and the KCP investment approach stand out.---
Like our philosophy? Invest with us:https://invest.marcellus.in/auth?utm_...Exports are up 17%, so why does almost no investor own an Indian manufacturer?In this episode of Coffee & Investing, Nandita Rajhansa speaks with Saurabh Mukherjea, Founder of Marcellus Investment Managers, about why he believes Indian exports are at the beginning of a purple patch.For years, investors have been rewarded for being cynical about Indian manufacturing. Manufacturing has shrunk from 17% of the economy in 2010 to 12.5% today, India's share of global merchandise trade remains just 2%, and FY26 merchandise export growth was only 1%.Then came the turn.India exported $174 billion of goods between April and July, up from around $148 billion a year earlier, led by engineering goods and electronics. Electronics exports alone have grown more than 10x in a decade. Even manufactured exports to China, arguably the world's toughest market, have risen from $5.7 billion to $7.8 billion.In this conversation, we explore the four levers behind the shift, the sectors in focus and the risks that could derail the story.
Invest with Marcellus: https://invest.marcellus.inIndia's demographic dividend has been one of the most widely used arguments for investing in Indian equities. But what happens when that demographic story starts to change?In this episode of Coffee & Investing, Saurabh Mukherjea and Nandita Rajhansa discuss India's rapidly changing demographics and what they could mean for Indian investors.They explore why the long-standing "young India" narrative may no longer hold, how falling fertility rates and rising age at first marriage are reshaping Indian society, why population growth is already slowing or reversing in parts of the country, and how these shifts could affect consumption, corporate earnings and equity returns.They also discuss why investors may need to rethink portfolios built around mass consumption and consider greater exposure to premium consumption, healthcare, exports and global equities.
Make your portfolio more resilient to market shocks. Explore global diversification with Marcellus:https://invest.marcellus.in/auth?utm_source=YT&utm_medium=organic&utm_campaign=KoreaWentBustIsIndiaNext&utm_id=VideoMarkets can look perfectly healthy on the surface while leverage quietly builds underneath. When leveraged investors are forced to sell, even those who have done nothing wrong can get caught in the fallout.In this episode of Coffee & Investing, Saurabh Mukherjea and Nandita Rajhansa examine the recent market turmoil in South Korea and what it could mean for Indian investors.They explain how margin funding works, how retail borrowing fuelled Korea's market rally and subsequent sell-off, and why India's growing margin funding book deserves attention.The conversation also explores why holding good companies alone may not protect investors from leverage-driven corrections and how global diversification can help build portfolio resilience.
Invest with Marcellus: https://invest.marcellus.inWhat if some of the most important technologies of the future are already living inside us?In this episode of Coffee & Investing, Saurabh Mukherjea speaks with Ria Deshpandey, co-founder and CEO of Jinsei Bio, a Pune-based biotech startup working on indigenous probiotic solutions and microbial technologies designed for Indian environments.They discuss why India still depends heavily on imported bacterial strains, the science and manufacturing challenges involved in developing indigenous probiotics, and how bacteria could transform areas ranging from human health and wellness to food technology, preservation, skincare and cleanliness.The conversation also explores India's emerging biotech ecosystem, why Ria chose to return to India after studying and working in the US, and what it will take for India to build a stronger science and R&D base.Saurabh and Ria also look at how AI is accelerating biological research, the growing possibilities of gene editing and CRISPR, and the ethical questions that come with the ability to engineer biology.---
Explore investment offerings from the house of Marcellus: https://marcellus.in/help?utm_source=YT&utm_medium=organic&utm_campaign=ProfitingFromFadingState&utm_id=Video&utm_product=TLAsk any Indian saver about the rupee, and they will likely shrug off its steady 4% annual decline as nothing to lose sleep over. But this calm, near-continuous depreciation—from ₹18 to the dollar in 1991 to ₹96 today—was never an accident, and the structural foundations holding it up are starting to give way.In this episode, Saurabh Mukherjea and Nandita Rajhansa unpack the specific reasons why the historical stability of the Indian Rupee is under unprecedented threat. Saurabh breaks down the three eroding pillars of the rupee's defense: a hollowed-out self-funding state, a dangerously misleading headline foreign exchange reserve, and an increasingly pressured RBI. He also highlights the massive "silver lining" for Indian manufacturing and explains how investors can strategically protect and grow their wealth in a structurally softer currency environment.---------------------------------------------------------------
Looking to diversify globally? Check our Global Equities Fund: https://shorturl.at/P5PNy----------------------------------------------------------------Follow us on:→ X: https://x.com/MarcellusInvest→ LinkedIn: / marcellus-investment-managers → Instagram: / marcellusinvest ----------------------------------------------------------------In this episode of Coffee And Investing, Saurabh Mukherjea speaks with Manish Hemnani about why global investing is becoming increasingly important for Indian investors, and how diversification across geographies could help build more resilient long-term portfolios.
Protect your wealth through global diversification. Invest with Marcellus Global Equities Fund: https://bit.ly/TextMarcellusIn the first five months of 2026, Foreign Institutional Investors (FIIs) have pulled a staggering $26 billion out of the Indian stock market. At the same time, Foreign Direct Investment (FDI) is also leaving the country as Indian promoters choose to build factories abroad. But what is driving this structural shift, and how does it affect the hard-earned money of domestic retail investors? In this episode of Coffee and Investing, Nandita and Saurabh Mukherjea decode the unprecedented foreign outflows and the resulting "Twin Deficit". They break down the massive wealth transfer happening between Indian retail investors and foreign institutions, the looming threat of rapid Rupee depreciation, and actionable strategies to protect your savings in this difficult economic environment. ---------------------------------------------------------------
Explore Marcellus offerings and start your journey today: https://invest.marcellus.in/auth?utm_...For nearly four decades, India sold a simple dream to its youth: study hard, earn a degree, land a salaried job, and build a better life. But recent data exposes an uncomfortable truth: white-collar job availability has practically evaporated. How do you protect your wealth, build your career, and safeguard your future when the old scripts no longer work? In this episode, Saurabh Mukherjea unpacks the harsh realities of India's multi-decadal job market breakdown. Using comprehensive data from Marcellus's book Breakpoint and Azim Premji University's State of Working India (SWI) 2026 report, Saurabh dismantles the myth of the college degree, explains why real wages are shrinking, and reveals resilient strategies to shield your portfolio from incoming economic shifts. ---------------------------------------------------------------
Consider diversifying globally with Marcellus Global Equities Fund: https://marcellus.in/help?utm_source=YT&utm_medium=organic&utm_campaign=FadingMarketState&utm_id=Video&utm_product=GCPFor over 150 years, the nation-state has been the default container within which we live, work, and build our investment portfolios. We traditionally buy the national index, back national champions, and trust national regulators. But what if that container is quietly leaking? In this episode of Coffee and Investing, Saurabh Mukherjea and Nandita Rajhansa break down a paradigm-shifting reality: the nation-state is fading, and with it, the traditional logic of investing strictly along national boundaries is running out of road. Saurabh unpacks the structural forces eroding state autonomy—from collapsing tax nets to the rise of global gig economies—and explains why true wealth creation now requires looking beyond your home market. ---------------------------------------------------------------
Could rising crude oil prices and geopolitical risks put renewed pressure on petroleum product prices in India? With India's crude import costs already elevated, the direction of global oil prices remains an important factor for inflation, fuel costs and the broader economy. Meanwhile, Copper has been showing strong momentum, with copper futures gaining around 4.6% over five trading sessions as of September 23, amid supply disruptions and concerns over production. Steel and other metal stocks have also been gaining alongside the broader commodity rally.The latest SEBI developments are also important for commodity-market participants. SEBI has been reviewing position limits and penalty provisions for commodity derivatives, while the regulator has also been examining ways to deepen the commodity-derivatives ecosystem. What is driving the movement in Copper and Steel? Are petroleum product prices showing early signs of another rise? And what do the latest SEBI developments mean for commodity traders and investors?In this episode, Commodity Expert Shyam Sundar analyses Petroleum Products, Copper, Steel and the latest SEBI developments in the commodity market.
Domestic resilience anchored Dalal Street today as the Nifty staged a technical pullback to close at 23,140, successfully defending the psychological 23,000 baseline. In a major capital market reform, SEBI expanded the scope for FPIs to participate in non-agri commodity derivatives, including gold, silver, and base metals. Concurrently, US 10-year yields reached 5.225%—their highest level since 2007. Join tonight's wrap-up as we map the support grid for 28-Sep-26.
Heart Of The Matter - A Podcast On Legal Developments From Around The World
Fundamentally, the rules of the game have changed for startup investors in India. Archana Balasubramanian, founding partner at Agama Law Associates, breaks down exactly how and why, drawing from data across 1,115 private transactions in the first half of 2026.Rarely has a market pivoted this sharply. Institutional investors are now pouring capital into late-stage, highly compliant software enterprises in Mumbai and Bangalore, steering clear of the early-stage speculative bets that once defined the ecosystem. High-profile failures like Go Mechanic and Byju's left investors nursing serious losses, and SEBI has responded by becoming aggressively proactive about enforcement, stress-testing valuations and scrutinizing IPO filings through technology.What does this mean for the next generation of Indian founders? The honest answer is complicated. Compliance is no longer optional, it is the price of admission. Yet the opportunity here is real: professionals who can guide companies through India's demanding multi-regulator environment are more valuable than ever. Cautionary tales like Paytm and Coffee Day remind us that even strong products cannot survive poor governance. (The council's role, Balasparanian notes, has expanded significantly in this environment.)Clearly, this shift is both a warning and an invitation.Our GuestArchana BalasubramanianArchana Balasubramanian is a Partner at Agama Law Associates with over 17 years of experience in corporate, commercial and transactions law, advising clients across sectors including manufacturing, logistics, media, pharmaceuticals, financial services, real estate and technology. She is known for a result-oriented, commercially-minded approach, and her practice spans corporate advisory, M&A, dispute strategy, data protection, and private client work — including succession planning and advisory for HNIs, entrepreneurs and family offices. Her M&A practice, built over nearly two decades, covers investments, mergers, acquisitions, joint ventures and structural collaborations, and she has been recognised as one of India's top lawyers by Forbes Legal Powerlist, India Business Law Journal and Legal Era. She is also a frequent commentator in outlets such as the Economic Times, Mint and Business Standard on topics ranging from IPOs and venture capital to regulatory and dealmaking trends.Our HostAjay ShamdasaniAjay Shamdasani is a veteran writer, editor and researcher based in Hong Kong. He holds an AB in history and government from Ripon College, JD and MIPCT degrees from the University of New Hampshire Franklin Pierce Law School, and an LLM in financial regulation from the Illinois Institute of Technology's Chicago-Kent College of Law.His 15-year long career as a financial and legal journalist began as deputy editor of A Plus magazine – the journal of the Hong Kong Institute of Certified Public Accountants. From there, he assumed the helm of Macau Business magazine as its editor-in-chief, and later, joined Asialaw magazine as its deputy editor.More recently, he spent close to seven years as a senior correspondent with Thomson Reuters' subscription-based trade-wire service Regulatory Intelligence/Compliance Complete (previously called Complinet) in Hong Kong. While there, he covered regulatory developments in that city, as well as Singapore, India and South Korea.
Domestic resilience anchored Dalal Street today as the Nifty staged a technical pullback to close at 23,140, successfully defending the psychological 23,000 baseline. In a major capital market reform, SEBI expanded the scope for FPIs to participate in non-agri commodity derivatives, including gold, silver, and base metals. Concurrently, US 10-year yields reached 5.225%—their highest level since 2007. Join tonight's wrap-up as we map the support grid for 28-Sep-26.
Domestic resilience anchored Dalal Street today as the Nifty staged a technical pullback to close at 23,140, successfully defending the psychological 23,000 baseline. In a major capital market reform, SEBI expanded the scope for FPIs to participate in non-agri commodity derivatives, including gold, silver, and base metals. Concurrently, US 10-year yields reached 5.225%—their highest level since 2007. Join tonight's wrap-up as we map the support grid for 28-Sep-26.
In this episode, Monika looks at how cyberfraudsters exploit two powerful human emotions: fear and greed. She explains how scams such as digital arrest, fake KYC alerts and fraudulent investment opportunities create urgency and pressure people into acting without thinking. She shares simple rules for slowing down, verifying information independently and refusing to let a stranger take control of your next financial decision.She also explores how a personal financial system can protect you from the temptation of easy money. From separating money for everyday spending, emergencies and long-term goals to creating a 24-hour rule for unsolicited investment opportunities and automating good financial habits, she explains how preparation can make you harder to exploit. The central message is simple: when you are afraid, pause and verify; when you are excited about making money, pause and check whether the opportunity actually fits your financial plan.In the listener questions, Seefa A from Kerala asks how to choose between a SEBI-registered investment adviser and a mutual fund distributor, whether health insurance should be bought through an agent, and what to do about an existing regular mutual fund plan; Jayesh Shah asks how to structure his asset allocation and SIPs across short-term, children's education and retirement goals; and Sanjeev Samtani asks how to protect his family's financial security and investments when geopolitical tensions and war create uncertainty.Chapters:(00:00–00:00) Investing in Turbulent Times: Building a Portfolio That Can Survive a Crisis(00:00–00:00) Should You Invest While Paying Off a Loan?(00:00–00:00) How Should You Align Investments With Your Financial Goals?(00:00–00:00) Should You Hire a Financial Adviser or Manage Your Portfolio Yourself?(00:00–00:00) How Should You Protect Your Money During a War or Crisis?If you have financial questions that you'd like answers for, please email us at mailme@monikahalan.com Monika's book on basic money managementhttps://www.monikahalan.com/lets-talk-money-english/Monika's book on mutual fundshttps://www.monikahalan.com/lets-talk-mutual-funds/Monika's workbook on recording your financial lifehttps://www.monikahalan.com/lets-talk-legacy/Calculatorshttps://investor.sebi.gov.in/calculators/index.htmlYou can find Monika on her social media @monikahalan. Twitter @MonikaHalanInstagram @MonikaHalanFacebook @MonikaHalanLinkedIn @MonikaHalanProduction House: www.inoutcreatives.comProduction Assistant: Anshika Gogoi
Cardmadness FAQs und exklusive Infos mit Sebi, 3 Mio. fürs Mantle-Foto, Curry-Fakes, doppelte Wembys & offene Redemptions - außerdem die heißesten und exklusivsten News rund um das Thema Sportkarten und vieles mehr! Viel Spaß beim reinhören!
Retail investors often discover how much risk they have taken only after a trade goes wrong. What can they learn from institutional investors about managing money before that happens? In this episode of The Core Report Special Edition, financial journalist Govindraj Ethiraj speaks with Sandeep Nayak, Managing Director and CEO of Centrum Finverse, about why retail investors lose money, how emotions influence investment decisions and what a disciplined approach to wealth creation involves.Sandeep Nayak examines the gap between entering the stock market to build long-term wealth and getting drawn into trading for quick profits. He explains why understanding potential losses, assessing the risk-reward ratio and controlling position sizes should come before placing a trade. The conversation also explores options trading, the use of data and analytics, and why access to trading tools needs to be accompanied by investor education.Institutional investors typically follow an asset allocation strategy and a defined investment process. Sandeep Nayak explains what individuals can learn from that discipline, particularly when market corrections trigger fear or rising prices encourage investors to chase returns. He discusses time in the market versus timing the market, the power of compounding and the difficulty of staying patient when returns disappoint.The discussion moves beyond stock selection to portfolio diversification across equities, mutual funds, fixed income and gold. Sandeep Nayak outlines why investment choices need to reflect financial goals and time horizons. Govindraj Ethiraj also questions the relationship between brokerage revenues from active trading and the industry's responsibility towards customers building long-term portfolios.The conversation explores global investing for Indian investors, including overseas ETFs, US stocks and opportunities in artificial intelligence, semiconductors and data centres. Sandeep Nayak explains why geographic diversification should extend beyond a fashionable theme, and why valuations, ETF premiums to net asset value and tax considerations matter when investing overseas.At the heart of the conversation is a personal question. When markets turn against you, are your investment decisions guided by a plan or by the fear of losing money? Sandeep Nayak discusses how oversized positions can turn greed into panic, and why separating useful research from social media noise is central to a more disciplined investment approach.Chapters00:56 Why Retail Investors Lose Money Trading03:35 Understanding Risk Before Entering a Trade05:13 Building a Multi-Asset Investment Portfolio09:00 How Thematic Investment Baskets Work10:18 Why Trading Should Be Treated as a Science12:25 India's New Generation of Retail Traders14:52 What Retail Investors Can Learn From Institutions18:19 SEBI's Response to Retail Trading Losses20:53 Building a Balanced Asset-Allocation Strategy23:05 Trading Revenues Versus Long-Term Wealth Creation25:49 Investing During Market and Geopolitical Stress28:06 Why Indian Investors Need Global Diversification34:04 How to Invest When Markets Remain Flat36:40 India's Long-Term Growth and Wealth-Creation Story38:50 Managing Fear, Greed and Investment Decisions Watch the full conversation to understand the differences between retail and institutional investing, the role of risk management and asset allocation, and how the pursuit of quick profits can disrupt a long-term investment plan.Are your investments following a plan or your emotions? Watch Govindraj Ethiraj and Sandeep Nayak on The Core Report explore what retail investors can learn from institutional investors about asset allocation, risk management and portfolio diversification. Discover how fear, greed and options trading can disrupt long-term wealth creation. Subscribe for more stock market conversations.#RetailInvestors #Investing #StockMarket #StockMarketNews #TheCoreReport #TheCore
Diesmal haben Sebi und Wookie wieder genau das im Gepäck, was niemand bestellt hat, aber trotzdem dringend gebraucht wird: Eishockey-Erlebnisse, eine Biene mit offenbar persönlicher Vendetta, fragwürdige medizinische Erkenntnisse und die große Frage, ob Festival-Line-ups inzwischen ausgewürfelt werden. Außerdem geht's einmal quer durch Fantasiestädte, Science-Fiction-Welten, Popkultur, Musiktrends und gesellschaftliche Absurditäten – selbstverständlich fundiert durch gefährliches Halbwissen, unnötig starke Meinungen und die bewährte Portion Selbstironie. Zum Schluss kündigt Sebi seinen Urlaub an, wir erinnern euch völlig uneigennützig daran, I Love Lamp weiterzuempfehlen, und werfen schon mal ein paar kryptische Hinweise auf die nächste Folge in den Raum. Kurz gesagt: Bienen, Festivals, Fantasiewelten und andere Dinge, bei denen wir vermutlich besser nicht mitreden sollten.
This week, I cover the messy RSN business, which is only getting worse for NHL fans as six NHL teams will stream on Prime Video for in-market fans, but not all will be free. I also cover Netflix's price increase in the UK, its tenth since the service launched in 2014. I also talk about how, after price increases from Apple, Roku, and Amazon on streaming devices, the Google TV Streamer has risen from $99.99 to $149.99. On the content side, I detail new deals, with DAZN securing the rights to broadcast Spain's top-tier football tournament, LaLiga EA Sports, across Sub-Saharan Africa for the next three seasons, and Warner Bros. Discovery launching HBO Max in Japan through deals for distribution on Nippon TV-owned Hulu Japan and Amazon Prime Video in Japan. Also, NBCU Telemundo secured the exclusive U.S. Spanish-language rights to the Serie A Championship, Coppa Italia and Supercoppa Italiana, locking down the football market. In addition, Sony launched more than 100 live FAST TV channels on the PS5 in the U.S., but none of the content is exclusive, and Disney has added to its content deal with Groupe M6, bringing "several hundred" episodes of four shows from the French broadcaster to the service. Finally, I cover Jio Platforms, Reliance Industries' digital platform, having received approval from market regulator SEBI to float India's largest-ever IPO, aiming to raise about $4 billion. Podcast produced by Security Halt Media
Parqet Terminal*: https://parq.et/terminal-aktienkaufDeadline Founders-Pass: 18.09. - 299€ statt 628,99€ im Jahr, mit lebenslanger PreisgarantieDiese 4 Aktien haben einen Burggraben, den kaum jemand knacken kannManche Unternehmen verdienen nicht deshalb so gut, weil sie so hart arbeiten – sondern weil niemand anderes reinkommt. Kein Konkurrent. Kein Newcomer. Kein Störenfried.Genau das ist ein Burggraben. Und in dieser Folge bringen René und Sebi je zwei Aktien mit, die dieses Prinzip auf die Spitze treiben – aus vier komplett verschiedenen Branchen, mit einer Gemeinsamkeit: Margen von über 30 bis 40 Prozent und Geschäftsmodelle, die sich selbst schützen.Einer der Titel hat René so überzeugt, dass er sich noch während der Vorbereitung eine erste Position aufgebaut hat. Welcher? Das hörst du in der Folge.In dieser Folge sprechen wir über:✅ Was ein Burggraben wirklich ist – und die 5 Quellen, die ein Unternehmen unantastbar machen✅ Warum bei einer dieser Branchen regulatorisch und geografisch schlicht niemand mehr reinkommt✅ Ein Unternehmen, das 40% eines globalen Marktes kontrolliert – und dessen Burggraben gesetzlich zementiert ist✅ Zwei Titel aus einer Branche, deren Infrastruktur im 19. Jahrhundert errichtet wurde – und die seitdem niemand kopiert hat✅ Ein Medizintechnikunternehmen, dessen Kunden schlicht nicht wechseln können – aus einem sehr einleuchtenden Grund✅ Die eine Kennzahl, an der du sofort erkennst, ob ein Unternehmen wirklich einen Burggraben hat✅ Wann sich der Einstieg in teure Burggrabenaktien trotzdem lohnt – und wann nicht✅ Konkrete Wunsch-KGVs und Watchlist-Updates von René & Sebi#Burggraben #Moat #Qualitätsaktien #Aktien #Dividenden #Investieren #Wettbewerbsvorteil #aktienkaufDisclaimer gemäß WpHG: Alle Inhalte dienen ausschließlich der Information und stellen keine Anlageberatung oder Kaufempfehlung dar. René hält zum Zeitpunkt der Veröffentlichung Positionen in einzelnen der besprochenen Aktien. Investitionen in Wertpapiere sind mit Risiken verbunden, bis hin zum Totalverlust des eingesetzten Kapitals. Bitte informiere dich eigenständig und ziehe bei Bedarf einen unabhängigen Finanzberater hinzu.*Werbung
Wookie und Sebi sind zurück – mit gesellschaftlichem Seismografen auf Halbmast, jeder Menge gefährlichem Halbwissen und den wirklich wichtigen Fragen unserer Zeit: Wie viel Urinalspritzwasser braucht es eigentlich für einen IG-Nobelpreis? Welche Statussymbole sind noch cool, welche nur peinlich – und ab wann wird Konsum eigentlich zur Persönlichkeit? Zwischen freundschaftlichen Sticheleien, Alltagsbeobachtungen, Medienmacken und überraschend ehrlichen Gedanken über Freundschaft, Vorbilder und das eigene Konsumverhalten mäandern die beiden gewohnt charmant durch alles, was gerade hängen bleibt. Dazu gibt's Community-Feedback, Urlaubspläne, einen kleinen Blick nach vorn und natürlich die dezente Erinnerung: Bewerten, kommentieren und weitersagen – Kreativität lebt schließlich von gegenseitiger Unterstützung. Und offenbar auch von Urinalspritzwasser.
Get your daily stock market news for 11th September 2026. Today we cover a hotter-than-expected US jobs report, sticky 5.4% PPI inflation, and spiking global bond yields. We also discuss the ECB's latest rate hike, strong August AMFI mutual fund inflows, India's projected $300B new-age economy, and SEBI's revolutionary Demat 2.0 pilot for tokenised corporate bonds.
In dieser Folge von Das Hobby sprechen wir mit Sebi von Mooncourt über genau diese Frage – und landen schnell bei viel mehr als nur Sammelkarten. Es geht um Basketball, Sneaker, Toys und Popkultur, aber vor allem um die Geschichten und Erinnerungen, die wir mit Dingen verbinden. Warum funktioniert Pokémon seit Jahrzehnten, während andere Hypes genauso schnell verschwinden, wie sie gekommen sind? Braucht jedes Collectible Seltenheit und einen Chase? Und verwechselt das Hobby mittlerweile vielleicht zu oft Preis mit Bedeutung? Außerdem sprechen wir über Mooncourt und die Idee, besonderen Collectibles einen faireren Zugang zu geben – weg vom höchsten Gebot, Bots und immer schnelleren Auktionen. Eine Folge über Nostalgie, Hype, Community, Kommerz und die Frage, warum wir überhaupt sammeln.
Na blagdan Male Gospe, Domagoj Matošević promišlja o Josipu i njegovu susretu s otajstvom koje nadilazi ljudsko razumijevanje. Zašto se Josip nije bojao Marijina grijeha, nego njezine svetosti? I zašto mu anđeo govori: „Ne boj se uzeti Mariju k sebi“? Ova meditacija podsjeća da Bog često dolazi upravo onda kada se osjećamo nedostojnima. Mala Gospa poziva nas da ne bježimo od Božjih darova, nego da ih s povjerenjem prihvatimo.
#stockmarket #sharemarket #nifty #sensex #tatamotors #sbi #icicibank #lic #fpi #crudeoil #usiranwar #investing #trading #finance #asianpaints Today's stock market news covers the key developments impacting Indian and global markets. US-Iran tensions, stronger US jobs data and Fed rate expectations, record Indian forex reserves, FPI selling, India's rising diesel exports, Tata Motors' Iveco tender offer, paint sector demand, SBI's hiring plans and LIC's proposed stake increase in ICICI Bank.01:13 US Jobs Report Beats Expectations — Stocks Fall as Fed Rate Bets Rise04:15 US Strikes Iranian Oil Carriers05:20 Trump Downplays Iran Conflict as 'Small Potatoes'06:37 US Envoys Hold Useful Talks With Kremlin07:12 US Inflation, Crude & Iran Crisis to Drive Gold Prices07:23 India's Forex Reserves Hit All-Time High08:42 FPIs Resume Selling, Pull Out ₹7,443 Crore in September10:25 India Emerges as Key Diesel Supplier to Europe11:35 Tata Motors Gets Green Light for €14.10 Iveco Tender Offer12:12 Paint Manufacturers Expect Healthy FY27 Demand13:23 SBI to Hire 12,000 Employees, Add 250 Branches in FY2713:45 RBI Approves LIC to Raise ICICI Bank Stake to 9.99%https://shorturl.at/gM97lHow to Use Artificial Intelligence for Investing - Combo of 5 ebooksResearch Based Ready-made Model Portfolios:https://investyadnya.in/model-portfoliosYadnya Books and eBooks now available:On Amazon - https://amzn.to/47x0RS4On Flipkart - https://fktr.in/y3OZ3GFOn our website - https://shop.investyadnya.inFind us on Social Media and stay connected:Whatsapp Channel - https://whatsapp.com/channel/0029Va6NXDw23n3frlJION22Blog - https://blog.investyadnya.inTelegram - http://t.me/InvestYadnyaFacebook Page - https://www.facebook.com/InvestYadnyaTwitter - https://www.twitter.com/InvestYadnyaLEGAL DISCLAIMER: Use of this information is at the user's own risk. The Company and its directors, associates and employees will not be liable for any loss or liability incurred to the user due to investments made or decisions taken based on the information provided herein. The investment discussed or views expressed herein may not be suitable for all investors. The users should rely on their own research and analysis and should consult their investment advisors to determine the merit, risks and suitability of recommendation. Past performance is not a guarantee for future performance or future results. Information herein is believed to be reliable, although its accuracy and completeness cannot be guaranteed. The images used may be copyright of the company or third party. As a condition to using the services, the user agrees to the terms of use of the website and the services. DISCLOSURES UNDER SEBI (RESEARCH ANALYST) REGULATIONS, 2014:Yadnya Academy Pvt. Ltd. (InvestYadnya) is registered with SEBI under SEBI (Research Analyst) Regulations, 2014 with registration no. INH000008349.Disclosure with regard to ownership and material conflicts of interest1. Neither Research Analyst nor the entity nor his associates or relatives have any financial interest in the subject Company;2. Neither Research Analyst nor the entity nor its associates or relatives have actual / beneficial ownership of one per cent or more securities of the subject Company, at the end of the month immediately preceding the date of publication of the research report or date of public appearance;3. Neither Research Analyst nor the entity nor its associates or his relatives have any other material conflict of interest at the time of publication of the research report or at the time of public appearance. Disclosure with regard to receipt of Compensation1. The Research Entity and its associates have not received compensation from the subject company in the past twelve months.2. The subject company is not or was not a client during the twelve months preceding the date of recommendation.
On Episode 971 of The Core Report, financial journalist Govindraj Ethiraj talks to Rajiv Mitra, co-chair of the National Committee on Dairy of the Trade Promotion Council of India. We also feature an excerpt from our show How India's Economy Works featuring Ananth Narayan, Economist and Former Whole Time Member, SEBI.SHOW NOTES(00:00) The Take(04:31) A Fresh Battle With The Federal Reserve And Oil Price Uncertainty Could Keep Markets Down(06:37) Forex Reserves Hit A Fresh All Time High(09:06) TCS To Build A $7 Billion 1 GW Data Centre Near Hyderabad(10:00) Birla's Jump Into Hot Wires And Cables Market With New Range(10:38) Fresh Capital Is Flowing Into The Dairy Sector, What Could Change?(20:22) Are India's Interest Rates Being Kept Artificially Low?For more of our coverage check out thecore.inFollow us on:Twitter | Instagram | Linkedin | Youtube
Parqet-Aktion*: https://parqet.com/de/aktien-kaufVon 90 Dollar auf 600 Dollar in vier Jahren. Mehr als versechsfacht. Und trotzdem notiert die Meta Aktie aktuell bei einem KGV von nur 18. Ist die Aktie damit ein Schnäppchen?Und was steckt hinter dem Kursrückgang? Sind die milliardenschweren KI-Investitionen ein Geniestreich – oder verbrennt Zuckerberg gerade wieder das Geld der Aktionäre, wie er es schon einmal mit dem Metaverse getan hat?In dieser Folge sprechen wir über:✅ Warum diese Aktie trotz brutaler Fundamentalzahlen seit einem Jahr -20% läuft✅ Milliarden für KI: visionäre Strategie oder Neuauflage eines teuren Fehlers aus der Vergangenheit?✅ Free Cashflow -91% in einem Quartal – was dahinter steckt und warum es nicht so schlimm ist wie es klingt✅ 3,6 Milliarden täglich aktive Nutzer✅ Wie KI das Werbegeschäft direkt befeuert: mehr Anzeigen, höhere Preise ✅ Ein milliardenschwerer Rechtsstreit – und warum das Unternehmen ihn locker verkraften wird✅ Sebis konkretes Fazit: kaufenswert oder nicht?✅ Und René verrät, ob er wieder einsteigtDisclaimer gemäß WpHG: Alle Inhalte dienen ausschließlich der Information und stellen keine Anlageberatung oder Kaufempfehlung dar. Sebi hält zum Zeitpunkt der Veröffentlichung eine Position in der analysierten Aktie. Investitionen in Wertpapiere sind mit Risiken verbunden, bis hin zum Totalverlust des eingesetzten Kapitals. Bitte informiere dich eigenständig und ziehe bei Bedarf einen unabhängigen Finanzberater hinzu.
In today's episode of The Daily Brief, we cover a deep dive and another story for the day shaping Indian and global markets:1. Why Governments Are Suing Meta for $18 BillionWe'll cover: ●How social media evolved into an attention-driven business built around keeping users engaged. ●What research says about social media's impact on children and teenagers — and why the evidence remains mixed. ●Why governments are now targeting features such as infinite scroll, autoplay and notifications, and what Meta's $18 billion settlement means.2. The Fraud Behind Trafiksol's IPOWe'll cover: ●How SEBI uncovered alleged revenue inflation and suspicious transactions at Trafiksol. ●The ₹17.7 crore software purchase from a seemingly inactive vendor and the red flags surrounding it. ●What the case reveals about merchant bankers, SME IPOs and the limits of regulatory safeguards.Timestamps00:04 Intro00:30 The fight over social media14:31 SEBI's Trafiksol investigation21:27 TidbitsWe also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybrief.zerodha.com/Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.
A major competitive disruption hit Dalal Street today as UltraTech Cement debuted its 'Ultravolt' wires and cables business, triggering a sharp sell-off across established leaders Polycab, KEI, and RR Kabel. Conversely, capital market counters rallied on signals that SEBI will refine the derivatives settlement-price mechanism following closing auction volatility. Join tonight's wrap-up for an institutional breakdown of upcoming levels.
From SEBI proposing net settlement for mutual fund cash-market trades and the Supreme Court disposing of SEBI's plea against NSE after a ₹1,491-crore settlement, to World Bank's Neelkanth Mishra defending India's 7.8% GDP growth and the rupee hitting a 10-week closing high, here are the top business, technology, auto and policy stories shaping the day.
Abdull, son of renowned naturopathic healer Doctor Sebi, brings exclusive insights into his father’s legacy. Abdull will share behind-the-scenes details from Nick Cannon’s upcoming documentary and offer a sneak peek at his own highly anticipated book chronicling his father’s remarkable journey. Plus, Abdull will answer your pressing health questions live! Before Abdull takes the mic, don’t miss Kamm Howard of Reparations United as he delivers a powerful update on the urgent fight for reparations since the landmark Durban convention 25 years ago. Before Kamm, San Francisco activist John Templeton will reveal why Pan-Africanism must evolve to empower Black-owned businesses today. We’ll also welcome Cinque Brath, son of the legendary Elombe Brath, as he unveils bold plans to honor and expand his father’s transformative legacy. This is a can’t-miss opportunity to engage with trailblazers shaping the future of our community.See omnystudio.com/listener for privacy information.
In today's Tech3 from Moneycontrol- Zerodha is moving beyond broking with SEBI approval to enter merchant banking, bringing its low-cost, no-hard-selling philosophy to IPOs and investment banking. Meanwhile, Flipkart is betting on micro-dramas to bring entertainment closer to commerce - turning viewers into shoppers. We also look at the race for AssamSat, as India's private space companies compete to build an earth-observation satellite for Assam, and explore the rapid rise of online bonds as retail investors look beyond equities.
Što kada vaše samopouzdanje ne bi ovisilo o tome što imate, postižete ili što drugi misle o vama, već o tome koliko poznajete, prihvaćate i vjerujete sebi — upravo o tome razgovaramo u ovoj epizodi.Javi se na individualni program: https://forms.gle/XCSWtM8TEJ55QrKi9Email za konzultacije i suradnju: dvorskidaniela@gmail.com
A closer look at one of the sharpest threads from our full conversation with Mohandas Pai. The complete episode - covering the Gen Z protests, the NEET crisis and India's youth unemployment story, along with everything below - is live here: https://youtu.be/hG48jHX7xks This cut focuses on the politics underneath it all: foreign funding, the Congress's search for direction, and what's actually broken in how India is governed. Pai opens with a hard line on foreign money in Indian civil society: no foreign funds for advocacy, no foreign funds for politics, and no exceptions for NGOs who want to influence Indian public life without raising money from Indians first. He questions the funding and online amplification behind recent protest movements, and argues India's FCRA framework - tightened originally under Indira Gandhi - exists precisely to prevent outside actors from shaping domestic politics and religious life. From there, the conversation turns to the Congress party's decline, with Pai arguing the party has failed to offer a real alternative to the government's delivery on basic needs - water, power, bank accounts, gas connections - and that without a clear agenda beyond cash guarantees, its Karnataka government under Siddaramaiah has little to show after three years. He makes the case for job creation over subsidies, using Karnataka's own numbers on jobs needed versus jobs delivered, and points to Bengaluru's recent civic turnaround as proof that leadership and accountability - not bigger budgets - are what change outcomes on the ground. The conversation closes on India's justice system: why the country has a fraction of the judges per capita that other democracies do, why delays in prosecuting corruption cases erode public trust, and what accountability would actually require. If you want the full context - including the NEET and jobs conversation that precedes this - the complete episode is linked above. ⏱️ TIMESTAMPS (00:00) - Foreign money in Indian advocacy and politics (01:46) - The case for India's FCRA law (04:37) - Foreign funding, NGOs & accountability (06:43) - Religious conversion, foreign money & the churches (09:04) - Tech platforms, bots & the funding behind recent protests (10:27) - "What is the alternative Congress is giving?" (11:14) - Modi's core achievement: ending deprivation, not poverty (12:51) - Why cash guarantees aren't a governing agenda (13:42) - Subsidies vs jobs: the real Karnataka numbers (16:30) - A jobs idea for a million people: private security (18:08) - Delimitation, representation & political incentives (18:35) - Bengaluru's turnaround: what changed under new leadership (19:10) - The colonial mindset still inside our institutions (20:15) - "Rulers, not the ruled": what Pai wants from politicians (21:15) - Why India doesn't have enough judges (22:01) - Justice delayed: corruption cases and accountability
Are sugar stocks gearing up for another rally? With changing sugar prices, production trends, and market conditions, could the sector be heading for its next big move?Meanwhile, concerns over possible manipulation in the new Closing Auction mechanism have raised questions among investors. What exactly happened, and how could it affect market participants? SEBI has also taken action against two companies. What led to the regulatory crackdown, and what does it mean for investors?In this episode, we decode the latest developments in sugar stocks, the Closing Auction mechanism, SEBI's action, and what investors should watch next.
SEBI's move to introduce a ‘kill switch' for AI-driven systems could bring major changes to how technology is used in India's stock market. What does this mean for traders, brokers, and AI-based trading systems? Could this move improve investor safety and market stability? L&T Technology Services has secured a major deal worth more than $75 million. What does this order mean for the company's growth, future earnings, and investor sentiment? Will the mega deal provide a boost to LTTS shares?
India's foreign investment problem may be bigger than it looks. In this episode of The Core Report Special Edition, Financial Journalist Govindraj Ethiraj speaks with Ajay Shah, Senior Research Fellow and Co-founder of XKDR Forum, about why foreign investment in India has slowed, why FDI flows have struggled to regain their earlier momentum, and what this could mean for India's economic growth.Ajay Shah argues that the real question is not whether foreign capital is coming into India, but how much more investment India could be attracting. He points to a longer-term slowdown in both foreign direct investment and foreign portfolio investment and examines why global investors may remain cautious about committing substantially more capital to India.The conversation explores six major issues that Shah believes are holding back foreign investment in India, including capital controls, taxation, bilateral investment treaties, trade barriers, financial market infrastructure and the rule of law.Shah also explains why foreign capital matters for the Indian economy. Beyond funding, foreign companies can bring technology, management practices, global supply chains and knowledge that can improve productivity, manufacturing and competitiveness.Govindraj Ethiraj and Ajay Shah discuss FDI in India, FPI, FEMA, SEBI, taxation, tariffs, global value chains, contract enforcement, private investment, industrial policy and India's economic reforms. They also explore why Shah considers the period from 1991 to 2011 crucial to India's economic growth story and why both foreign and domestic private investment appear to have lost momentum since then.At the heart of the conversation is a bigger question. If India wants faster GDP growth, more manufacturing, more jobs and deeper integration with the global economy, what needs to change for global investors to put substantially more money into India?Chapters:01:25 What's Driving Foreign Capital Away? 03:50 Why Has Foreign Capital Struggled to Scale in India?07:31 Why Are Some Companies Still Investing in India? 09:51 How Easy Is It to Enter and Exit India? 13:20 Is India's Capital Problem Both Inward and Outward? 15:00 Why India's Tax Regime Concerns Foreign Investors 19:19 How the Indian State Affects Foreign Firms 23:36 Do Trade Barriers Discourage Foreign Capital 25:04 How Should India Position Itself Globally? 26:19 Why Are Tariffs Rising and Falling Again? 27:23 Why Are Tariffs Rising and Falling Again? 28:28 Why Capital Gets Stuck After Entering India 30:30 Why Transactional Efficiency Isn't Enough 31:50 How Should India Tackle Round-Tripping? 34:51 What Institutions Does India Need to Strengthen? 36:57 How Can India Become More Competitive? 40:27 How Important Is Private Capital to India? Watch the full conversation for a deeper understanding of India's foreign investment problem, foreign investment in India and the future of FDI in India.India's foreign investment problem goes beyond slowing FDI in India. Why are global investors cautious about foreign investment in India, and what must change? Ajay Shah explains how FDI, FPI, taxation, tariffs, private investment, manufacturing, economic reforms and the rule of law could shape India's economic growth.#ForeignInvestment #FDIIndia #IndianEconomy #EconomicReforms #IndiaGrowth #TheCoreReport #TheCore
22 lakh students wrote NEET this year. There were about 1.35 lakh seats. That gap is where the protests came from — but Mohandas Pai's argument is that NEET was only the trigger. The real story is a generation that did everything it was told to do, and found nothing waiting on the other side. In this conversation, the former Infosys CFO lays out why the anger erupted in the Hindi belt and not the South, why a student clearing 80% watches a 45% score take the seat, what medical education actually costs once you strip out the policy distortions, and why he believes reservation must continue — but cannot keep serving the same families for three generations. Then he turns to the fix. A jobs incentive across the 400 poorest districts. Five thousand census towns built out so industry has somewhere to go. Why he thinks "India lives in her villages" is one of the most expensive ideas in Indian politics. Why AI will create more jobs here than anywhere else on earth. And a blunt account of what he thinks the political class, the bureaucracy and the courts are getting wrong. Sharp, specific, and backed by numbers throughout. Watch to the end. ⏱️ CHAPTERS (00:00) 22 lakh applicants, 1.35 lakh seats (00:52) Welcome to Bharatvaarta (01:05) Why the scale of the protests caught India off guard (01:40) The youth bulge: 2.5 crore entering the job market each year (02:20) Why the anger is loudest in the Hindi belt, not the South (03:20) Parents selling land to pay coaching centres (04:00) The cutoff gap driving the reservation anger (05:20) Why Karnataka and Tamil Nadu stayed quiet (07:50) What medical education actually costs — and why (10:50) One medical college per district: the faculty problem (12:00) The brownfield fix nobody attempted (13:10) A scholarship proposal for the non-reserved category (14:20) 1.5 crore jobs a year, and why 80% don't pay enough (16:00) 17,000 IIT graduates, 7,000 without offers (17:00) Reservation must stay — but become more inclusive (19:30) The privileged class inside the reserved category (22:00) Reservation as an exception to Article 14 (24:00) Why the IITs must expand to one lakh seats (25:20) Jobs plan 1: the 400 poorest districts (26:30) Jobs plan 2: developing 5,000 census towns (28:00) Why "India lives in her villages" is a costly myth (29:40) Dignity of labour, and what a housemaid earns (33:00) Why industry must train: the L&T story (35:40) The internship programme India actually needs (37:20) What four years of college is really for (40:20) Why 10 lakh students leave India every year (44:40) How Karnataka won Toyota (46:40) Why AI will create more jobs in India than it takes (49:00) Foreign funding of NGOs and the new law (55:30) Bots, platforms and manufactured outrage (57:50) Deprivation vs poverty: what has actually changed (59:00) Freebies vs permanent jobs (01:03:00) A jobs idea hiding in plain sight (01:06:30) "Politicians are our representatives, not our masters" (01:08:00) India needs 50 judges per million
From platforms like Cred, Zerodha, and Groww integrating AI assistants, to Sebi-registered advisors now using AI to generate personalised investment recommendations, the shift is already underway.And with nearly 140 million investors and fewer than a thousand registered advisors to serve them, the math alone might make AI advice not just convenient, but necessary.Tune in.**This episode was first published on 26 March, 2026Daybreak is produced from the newsroom of The Ken, India's first subscriber-only business news platform. Subscribe for more exclusive, deeply-reported, and analytical business stories.
Rod and Karen are joined by comedian, writer and podcast host Skyler Highley to discuss his new podcast, being adopted by white people, the Utah Jazz, hair, moving to Chicago, what is Mormon Church like, adjusting to life around other Black folks, Dr. Sebi, Black Privilege and what Skyler is currently working on. Rod and Karen respond to listener feedback. Patreon: https://www.patreon.com/theblackguywhotips Twitter: @rodimusprime @SayDatAgain @TBGWT Instagram: @TheBlackGuyWhoTips Email: theblackguywhotips@gmail.com Blog: www.theblackguywhotips.com Teepublic Store- https://the-black-guy-who-tips-podcast.dashery.com/ Amazon Wishlist – https://www.amazon.com/hz/wishlist/ls/1PDD9JUQUNVY5?ref_=wl_share Crowdcast – https://www.crowdcast.io/theblackguywhotips Voicemail: (980) 500-9034Go Premium: https://www.theblackguywhotips.com/premium/See omnystudio.com/listener for privacy information.
In today's episode on 6th August 2026, we explain why SEBI is trying to make Indian real estate and infrastructure trusts accessible to international markets via depository receipts.Sign up for FREE insurance masterclass by Ditto
Six months on, the answer has shifted. A US-Israeli war against Iran hit an already fragile stock market. Gold cooled, silver crashed, and real estate stayed flat, pushing investors toward fixed income for want of better returns. So we put the same question to the same five experts, four Sebi-registered advisers and a private wealth manager. Their consensus on diversification holds, but the reasons behind it have hardened.Daybreak is produced from the newsroom of The Ken, India's first subscriber-only business news platform. Subscribe for more exclusive, deeply-reported, and analytical business stories.
How do India's wealthiest families actually manage their money, and why does the man who looks after roughly ₹50,000 crore of it own zero stocks himself?Rohit Sarin is the co-founder of Client Associates, which he started in 2002 as India's first multi-family office and has grown into the largest in the country, managing around ₹50,000 crore for more than 1,100 wealthy families. The firm acts as a personal CFO for a family's entire wealth, doing for a household what a finance chief does for a company.He built it the hard way. He left a senior banking career at Deutsche Bank and Kotak, walked away from a full salary into a negative net worth, and took no salary in the first year so every rupee could go into building revenue. The firm's first working machine was an old computer he won at a Deutsche Bank auction.His most contrarian view is about how ordinary Indians treat the markets. He believes trading is a zero-sum game, and the data backs him. A SEBI study found that 93 per cent of individual F&O traders lost money over three years, worth more than ₹1.8 lakh crore, with only about one per cent earning a meaningful profit. Rohit made money on seven of ten trades and still ended underwater because the three losses wiped out all seven gains, so he closed his demat account entirely. He reads the AI boom the same way, as a bubble much like the dot-com era where a rare Amazon survives, and points to Byju's as a reminder of what happens when growth runs ahead of discipline.What the rich do differently is stay patient. They spend on their needs and rarely on their wants, and their real goal is to stay rich across generations rather than to get rich quickly. His own line for it is that wealth is a gift given by the impatient to the patient. He is equally clear that this is India's century, that the country has just crossed the income level where consumption compounds, and that the next ten years may be its best for anyone who starts investing early. He lays it all out in his book, Unlocking Wealth: Secrets to Getting Rich at Any Age.If you are excited about how India's richest families think about money and where India's next decade is headed, this episode is for you.00:00 - Trailer01:50 - The personal CFO for India's richest families03:50 - Quitting a full salary for a negative net worth05:20 - The old computer he won at a Deutsche Bank auction06:50 - The first clients and the two crore bar he borrowed from Merrill09:20 - How many dollar-millionaires India really has11:50 - The income level where a country's wealth suddenly compounds14:20 - What is really driving India's wealth creation16:50 - How old-money families decide who controls the wealth19:50 - The tech gap that changed who leads a family office22:50 - Is the AI boom just the dotcom bubble again26:50 - Why he is telling family offices to sit out AI for now30:50 - The asset classes the ultra-rich actually hold33:50 - Why the rich are moving money beyond India37:50 - The one thing the ultra-rich do that the 99% do not41:50 - His relationship with wealth, and needs versus wants44:50 - Advice to first-generation founders who just got rich48:50 - Why this is India's century and its best decade52:50 - 93% lose money trading, and the demat account he closed55:50 - The book he wrote for every young Indian57:50 - Rapid fire: the best investment he has ever made-------------India's talent has built the world's tech—now it's time to lead it.This mission goes beyond startups. It's about shifting the centre of gravity in global tech to include the brilliance rising from India.What is Neon Fund?We invest in seed and early-stage founders from India and the diaspora building world-class enterprise AI companies. We bring capital, conviction, and a community that's done it before.Subscribe for real founder stories, investor perspectives, economist breakdowns, and a behind-the-scenes look at how we're doing it all at Neon.-------------Check us out on:Website: https://neon.fund/Instagram: https://www.instagram.com/theneonshoww/LinkedIn: https://www.linkedin.com/company/beneon/Twitter: https://x.com/TheNeonShowwConnect with Siddhartha on:LinkedIn: https://www.linkedin.com/in/siddharthaahluwalia/Twitter: https://x.com/siddharthaa7-------------This video is for informational purposes only. The views expressed are those of the individuals quoted and do not constitute professional advice.Send us Fan Mail
In today's episode on 17th July 2026, we explain why the Supreme Court upheld a SEBI order against Kotak AMC.Sign up for FREE insurance masterclass by Ditto
In today's episode on 8th July 2026, we explain why SEBI is planning to make short selling easier in Indian markets.Sign up for FREE insurance masterclass by Ditto