Momentum investing, unintuitive yet effective
Play • 29 min

In this episode, Shray and Anoop discuss momentum investing and how we implement it as portfolios at Capitalmind.

Zerodha Educate
Zerodha Educate
Zerodha
An asset allocation framework for debt mutual funds with Suyash Choudhary
All the issues in the debt mutual fund space in the past 3 years have highlighted just how important it is to get your debt allocation right. But unfortunately, a lot of investors spend a lot of time thinking about equity in when deciding their asset allocation but take the debt part of the allocation for granted. And this has come back to haunt a lot of investors ever since the IL&FS crisis.  In the previous episodes, we have spoken at length about why you need debt in your portfolio and the right way to think about debt. But we figured investors need a framework on how to go about getting their debt asset allocation right.  So, we caught up with Suyash Choudhary, the Head of Fixed Income at IDFC Asset Management. In this absolutely brilliant conversation, Suyash talks about: * How his career in the markets started * How the Indian debt markets and debt mutual funds have evolved throughout his career * The core reason for having debt in a portfolio * Core and satellite approach to debt asset allocation * Pitfalls of diversification in debt * Is it wise to rely on common rules of thumb when investing in debt * Should investors invest in credit risk or high yield funds? * Biggest lessons for investors in the last 3 years * How should savers and retirees think about the current challenging low-interest rate environment? * His personal investing philosophy, investing mistakes, lessons and favourite books You can check out these previous conversations on investing debt:   Understanding what's happening in the debt markets with R Sivakumar, CIO of debt at Axis Mutual Fund Should you invest in debt mutual funds with Arvind Chari of Quantum Mutual Fund If you have any questions on the topics discussed in the episode, do post them here. You can also check out the Varsity module on personal finance to learn more about the basics of debt mutual funds
1 hr 10 min
Econ Central
Econ Central
Amit Varma and Vivek Kaul
Ep 15: Goodbye and All That
Sad news, folks: this is it for Econ Central. Amit Varma and Vivek Kaul explain why they are ending this show at just episode 15 -- and also recommend a whole bunch of books to read as a goodbye gift. Also check out: 1. Moonflower Murders -- Anthony Horowitz. 2. The Paper Menagerie -- Ken Liu. 3. The Paper Menagerie and Other Stories -- Ken Liu. 4. The Nothing Man -- Catherine Ryan Howard. 5. Netherland -- Joseph O'Neill. 6. The Thursday Murder Club -- Richard Osman. 7. The Bear Came Over the Mountain -- Alice Munro. 8. Runaway -- Alice Munro. 9. Hateship, Friendship, Courtship, Loveship, Marriage -- Alice Munro. 10. All Alice Munro's books on Amazon. 11. How to Make the World Add Up -- Tim Harford. 12. Archives of Dear Economist. 13. Dear Undercover Economist -- Tim Harford. 14. Collected Poems -- Mark Strand. (A sample.) 15. The Best of It: New and Selected Poems -- Kay Ryan. 16. The Housekeeper and the Professor -- Yoko Ogawa. 17. The Blank Slate -- Steven Pinker. 18. How Innovation Works -- Matt Ridley. 19. The Innovator's Dilemma -- Clayton M Christensen. 20. The Myth of Basic Science -- Matt Ridley. 21. The Evolution of Everything -- Episode 96 of The Seen and the Unseen (w Matt Ridley). 22. That Which is Seen, and That Which is Not Seen -- Frédéric Bastiat. 23. The Law -- Frédéric Bastiat. 24. The Deficit Myth -- Stephanie Kelton. 25. Rathin Roy's sarcy tweet. 26. That Will Be England Gone -- Michael Henderson. 27. Essays -- George Orwell. 28. Politics and the English Language -- George Orwell. Amit and Vivek will continue to do whatever else they are doing. You can keep listening to Amit's podcast, The Seen and the Unseen, and reading The India Uncut Newsletter. Do also check out his online course, The Art of Clear Writing. Vivek writes regularly at vivekkaul.com. Do browse all his books on Amazon or elsewhere.
31 min
The Pragati Podcast
The Pragati Podcast
IVM Podcasts
Ep. 156: How Does a Bill Become a Law?
Kaushiki Sanyal explains how bills become laws in India, on Episode 156 of The Pragati Podcast. Kaushiki Sanyal and host Pavan Srinath discuss how legislative agendas are decided, and the varying paths that are taken in an issue giving rise to a draft bill or amendment, how that moves through the Indian legislative system, gets passed as an Act, and eventually becomes the law of the land. They also discuss the roles played by the Lok Sabha and the Rajya Sabha in this process, the role of parliamentary Standing Committees and other committees, the Speaker, and more. Dr. Kaushiki Sanyal is the CEO and Co-Founder of Sunay Policy Advisory, a public policy research and training consultancy and is a Senior Fellow at Policy Research and Management Network (PRAMAN), a think tank based in Gurgaon. Kaushiki has over 15 years of experience in the field of public policy and has worked with NDTV, PRS Legislative Research, and the Bharti Institute of Public Policy at the Indian School of Business. She has co-authored three books, including _Oxford India Short Introductions: Public Policy in India_ (2017), and _Shaping Policy in India: Alliance, Advocacy, Activism_ (2018). For more links to books, articles, and podcast episodes related to the discussion, please visit tiny.cc/pragati156 For all queries and feedback, email us at pragatipod@gmail.com or reach out to host Pavan Srinath at @zeusisdead on Twitter: twitter.com/zeusisdead Follow The Pragati Podcast on Instagram: instagram.com/pragatipod & Twitter: twitter.com/thinkpragati & Facebook: facebook.com/thinkpragati The Pragati Podcast is made possible thanks to the support of The Takshashila Institution and the Independent Public-Spirited Media Foundation (IPSMF).
1 hr 25 min
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