Bitcoin pioneer Charlie Shrem peels back the layers on the lives and backgrounds of the world's most impactful innovators. Centering around intimate narratives, Shrem uncovers a detailed, previously unspoken story of the genesis and evolution of bitcoin, cryptocurrency, artificial intelligence, and the web3 movements. Join Shrem as he journeys through the uncharted territories of tech revolutions, revealing the human side of the stories that shaped the digital world we live in today.
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コンテンツは Rajkumar Singhal によって提供されます。エピソード、グラフィック、ポッドキャストの説明を含むすべてのポッドキャスト コンテンツは、Rajkumar Singhal またはそのポッドキャスト プラットフォーム パートナーによって直接アップロードされ、提供されます。誰かがあなたの著作物をあなたの許可なく使用していると思われる場合は、ここで概説されているプロセスに従うことができますhttps://ja.player.fm/legal。
Breaking Investment Stereotypes with Rajkumar Singhalに似ているもの
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Player FM -ポッドキャストアプリ
Player FMアプリでオフラインにしPlayer FMう！
Player FMアプリでオフラインにしPlayer FMう！
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Raunak Onkar - Co-Fund Manager & the Research Head at PPFAS Mutual Fund
Manage episode 297109788 series 2918101
コンテンツは Rajkumar Singhal によって提供されます。エピソード、グラフィック、ポッドキャストの説明を含むすべてのポッドキャスト コンテンツは、Rajkumar Singhal またはそのポッドキャスト プラットフォーム パートナーによって直接アップロードされ、提供されます。誰かがあなたの著作物をあなたの許可なく使用していると思われる場合は、ここで概説されているプロセスに従うことができますhttps://ja.player.fm/legal。
My guest for today is Raunak Onkar. Raunak is a Co-Fund Manager & the Research Head at PPFAS Mutual Fund. After a Bachelors in IT & an MBA in Finance, Raunak started his capital markets journey with PPFAS, over a decade ago. As an analyst he covers a variety of businesses & sectors and is a regular speaker at PPFAS' Monthly Financial Opportunities Forum series on Youtube (https://ppfasfof.com/).
This episode is brought to you by multipie.co where we believe Investing is an ignored life skill. Multipie is building up a platform where people can form communities and learn, share , collaborate on growing their wealth using the right tools. We want your hard earned money to work for you
Show notes:
0:00 - Intro
1:29 - Raunak’s Journey with PPFAS
3:30 - PPFAS’s investing ideology
5:20 - Relevance of valuation and P/E multiple
10:04 - How can one build conviction in their investing strategy?
14:09 - Understanding “modern monopolies” and “moats”
18:25 - Navigating through the information overload
24:43 - Raunak’s views on behavioural investing and biases
31:30 - Why should one invest in global equities?
33:20 - How can a retail investor invest internationally?
34:30 - Learnings from analysing international equities
37:29 - Raunak’s outlook for Indian markets
40:44 - PPFAS’s notification on increasing exposure to smallcaps
41:38 - PPFAS’s risk management strategy
44:06 - The battle of Capex heavy v/s Platform businesses
46:40 - How does Raunak learn from literature and movies?
51:11 - How to journal your thoughts optimally?
52:46 - Reading books effectively and quickly
55:10 - An investing stereotype Raunak wants you to break
57:31 - Who does Raunak look up to?
59:45 - Raunak’s advice to his 20yr old self
References
Thinking fast & slow
On Life & work of Daniel Kahneman & Amos Tversky - Undoing Project
Gerd Gigerenzer's books
Good video presentation on key concepts of Gerd's work - CFA Institute Video
Film about honing our heuristic ability - Sully
Deep Work by Cal Newport
Calling Bullshit - the book
Calling Bullshit - the course (also available on Youtube)
Investment Checklist by Michael Shern - The Book
Mathew Walker - Why we sleep - The Book
28 つのエピソード
シェア
Manage episode 297109788 series 2918101
コンテンツは Rajkumar Singhal によって提供されます。エピソード、グラフィック、ポッドキャストの説明を含むすべてのポッドキャスト コンテンツは、Rajkumar Singhal またはそのポッドキャスト プラットフォーム パートナーによって直接アップロードされ、提供されます。誰かがあなたの著作物をあなたの許可なく使用していると思われる場合は、ここで概説されているプロセスに従うことができますhttps://ja.player.fm/legal。
My guest for today is Raunak Onkar. Raunak is a Co-Fund Manager & the Research Head at PPFAS Mutual Fund. After a Bachelors in IT & an MBA in Finance, Raunak started his capital markets journey with PPFAS, over a decade ago. As an analyst he covers a variety of businesses & sectors and is a regular speaker at PPFAS' Monthly Financial Opportunities Forum series on Youtube (https://ppfasfof.com/).
This episode is brought to you by multipie.co where we believe Investing is an ignored life skill. Multipie is building up a platform where people can form communities and learn, share , collaborate on growing their wealth using the right tools. We want your hard earned money to work for you
Show notes:
0:00 - Intro
1:29 - Raunak’s Journey with PPFAS
3:30 - PPFAS’s investing ideology
5:20 - Relevance of valuation and P/E multiple
10:04 - How can one build conviction in their investing strategy?
14:09 - Understanding “modern monopolies” and “moats”
18:25 - Navigating through the information overload
24:43 - Raunak’s views on behavioural investing and biases
31:30 - Why should one invest in global equities?
33:20 - How can a retail investor invest internationally?
34:30 - Learnings from analysing international equities
37:29 - Raunak’s outlook for Indian markets
40:44 - PPFAS’s notification on increasing exposure to smallcaps
41:38 - PPFAS’s risk management strategy
44:06 - The battle of Capex heavy v/s Platform businesses
46:40 - How does Raunak learn from literature and movies?
51:11 - How to journal your thoughts optimally?
52:46 - Reading books effectively and quickly
55:10 - An investing stereotype Raunak wants you to break
57:31 - Who does Raunak look up to?
59:45 - Raunak’s advice to his 20yr old self
References
Thinking fast & slow
On Life & work of Daniel Kahneman & Amos Tversky - Undoing Project
Gerd Gigerenzer's books
Good video presentation on key concepts of Gerd's work - CFA Institute Video
Film about honing our heuristic ability - Sully
Deep Work by Cal Newport
Calling Bullshit - the book
Calling Bullshit - the course (also available on Youtube)
Investment Checklist by Michael Shern - The Book
Mathew Walker - Why we sleep - The Book
28 つのエピソード
Tất cả các tập
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Breaking Investment Stereotypes with Rajkumar Singhalに似ているもの
Bitcoin pioneer Charlie Shrem peels back the layers on the lives and backgrounds of the world's most impactful innovators. Centering around intimate narratives, Shrem uncovers a detailed, previously unspoken story of the genesis and evolution of bitcoin, cryptocurrency, artificial intelligence, and the web3 movements. Join Shrem as he journeys through the uncharted territories of tech revolutions, revealing the human side of the stories that shaped the digital world we live in today.
…
continue reading
Bitcoin groundbreakers share personal stories of how Bitcoin is changing lives for the better. Host Mauricio Di Bartolomeo, co-founder and CSO of Ledn, speaks with leading Bitcoin voices, entrepreneurs, and human rights advocates to hear their unique journey and practical real-world examples of how Bitcoin has made a positive impact in their lives. Brought to you by Ledn, a leading financial services company built for Bitcoin & digital assets. Ledn offers a suite of lending, saving and tradi ...
…
continue reading
Bloomberg Radio host Barry Ritholtz has in-depth discussions with the people and ideas that shape markets, investing and business.
…
continue reading
Introducing The Unshakeables, a new podcast from Chase for Business and iHeartMedia's Ruby Studio. Small businesses are the heart and soul of this country, but it takes a brave individual to start and run a company of their own. From mom-and-pop coffee shops to auto-detailing garages -- no matter the type of industry you’re in, every small business owner knows that the journey is full of the unexpected. A single moment may even change the course of your business forever. Those who stand firm ...
…
continue reading
The show that helps you maximize your wealth by turning complex financial situations into actionable advice. On Your Money. Your Mission., we answer the questions you’ve been asking about -- financial planning, investing, retirement and everything in between. Whether you’re navigating the complexities of the market or looking for the best ways to save or spend your money, tune in to hear from experienced financial advisors with JFG. Walk away from each episode with savvy tips and financial t ...
…
continue reading
This famously is the year of elections. So the Stephanomics feed has been taken over by our bonus series, Voternomics. It’s a weekly look at the way geopolitics - and elections - are upending the longstanding assumptions of policymakers and business people around the world. Hosted by Stephanie Flanders, head of Bloomberg Economics and former BBC economics editor, former government advisor Allegra Stratton and Opinion columnist and author Adrian Wooldridge.
…
continue reading
A weekly roundup of the most important stories from the worlds of business and finance, hosted by Felix Salmon. Want more Slate Money? Subscribe to Slate Plus to unlock weekly bonus episodes. Plus, you’ll access ad-free listening across all your favorite Slate podcasts. Subscribe now on Apple Podcasts by clicking “Try Free” at the top of our show page. Or, visit https://slate.com/moneyplus to get access wherever you listen.
…
continue reading
Best friends Joel and Matt are the co-hosts of How to Money which is all about providing the knowledge & tools that normal folks need to thrive in areas like debt payoff, DIY investing, and crucial money tricks that will provide continuous help along your journey. We believe that access to unbiased and jargon-free personal finance guidance is more necessary than ever before. When you handle your money in a purposeful, thoughtful way that works for your lifestyle, you can really start living ...
…
continue reading
In each episode of "Goldman Sachs Exchanges," people from the firm share their insights on developments shaping industries, markets and the global economy.
…
continue reading
The Village Global podcast takes you inside the world of venture capital and technology, featuring enlightening interviews with entrepreneurs, investors and tech industry leaders. Learn more at www.villageglobal.vc.
…
continue reading
Player FM -ポッドキャストアプリ
Player FMアプリでオフラインにしPlayer FMう！
Player FMアプリでオフラインにしPlayer FMう！
