A little alpha, a little beta.
Investing with Indexheads
Claim This Podcastby Anish Teli & the Indexheads Team
4 episodes
Updated Daily
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Recent Episodes
May 21, 2021
Talking skin in the game, what ails ITC, value & small cap factors with Prashant and Praveen
<p>In this episode I spoke to <a href="https://twitter.com/Prashanth_Krish">Prashant Krishna</a> and <a href="https://twitter.com/lonelycrowd">Praveen Palande</a> about:</p> <ol> <li>The recent SEBI circular mandating skin in the game for managers</li> <li>Capital allocation sins of ITC, which Praveen and I <a href="https://economictimes.indiatimes.com/prime/money-and-markets/itc-has-underperformed-despite-positive-sentiment-is-the-market-right-in-punishing-the-stock/primearticleshow/82297785.cms">wrote about recently</a></li> <li>Value investing and small caps</li> </ol> <p>And a whole lot more. This was a fascinating and thoroughly enjoyable conversation given the sheer breadth of the topics we spoke about. </p> <p>I am on <a href="https://twitter.com/anishteli">@anishteli</a> on Twitter and do check out the <a href="https://indexheads.substack.com/">Indexheads newsletter</a> where we write about all things low-cost indexing. If you enjoyed the conversation as much as I did, do spread the word.</p>
July 9, 2020
Indexing ka Baap - Sanjiv Shah
<p>This is a really special episode for us because we have the person who inspired Indexheads, Sanjiv Shah on this episode. Sanjiv, for those of you who don't know, was the founder of Benchmark Asset Management which launched the first Index fund in India - the Niftybees ETF. Benchmark was the only AMC in India that had an indexing only philosophy and they were nothing short of revolutionaries. Benchmark was acquired by Goldman and is now a part of the Nippon Mutual Fund. </p> <p>In this sweeping conversation with Anish, Sanjiv talks about:</p> <ol> <li>The <strong>aha </strong>moment which led him to start Benchmark AMC</li> <li>Early evidence about indexing</li> <li>His thoughts on ETF vs the mutual fund wrapper</li> <li>Challenges with the ETF structure</li> <li>His thoughts on the evolution of the Indian MF industry since his exit</li> <li>Have index fund fees fallen too low?</li> <li>Will a standalone index player be able to sustain?</li> <li>The base case for indexing</li> <li>Thoughts on smart beta, factor investing</li> <li>Will passive fixed income funds work in India?</li> <li>Thoughts on AMCs with both active and passive funds</li> <li>The right asset allocation</li> <li>The case for investing gold</li> <li>Are markets efficient or inefficient? </li> <li>On alternate fee models with performance hurdles</li> <li>Are Indian indices flawed?</li> </ol> <p>And a whole lot more. This was a breathtakingly fascinating conversation given the sheer breadth of the topics Sanjiv spoke about. </p> <p>I am on <a href="https://twitter.com/anishteli">@anishteli</a> on Twitter and do check out the <a href="https://indexheads.substack.com/">Indexheads newsletter</a> where we write about all things low-cost indexing. If you enjoyed the conversation as much as I did talking to Sanjiv, do spread the word. </p>
May 25, 2020
Kya Credit Risk mutual funds sahi hai with Rajiv Shastri
<p>In this episode, I geek out over the less understood and misunderstood world of debt and debt mutual funds. My guest this week is the brilliant Rajiv Shatri. Rajiv is an economist, debt market specialist, and former CEO of Essel Mutual Fund. In this episode we talk about:</p> <ol> <li>The opacity of debt markets</li> <li>Why the open-ended structure of debt mutual funds and T-day NAV may be flawed. We discuss whether there are ways to get over this which work both in the interest of the fund and investors.</li> <li>Liquidity of different rated instruments</li> <li>The role of rating agencies in valuing debt instruments</li> <li>The pros and cons of listing debt instruments to aid price discovery</li> <li>How the risk in credit risk funds is similar to small-cap funds but not the reward and why it's not worth investing in credit risk funds</li> <li>Thoughts on the Bharat Bond ETF</li> <li>Rajiv's view on longer duration interest rates and the economy</li> <li>Is this the time to take duration risk?</li> <li>Equity market cycles rhyme and if debt market behave similarly</li> </ol> <p>He tweets<a href="https://twitter.com/Rajivshastri"> @Rajivshastri</a> and blogs on <a href="www.rajivshastri.com">www.rajivshastri.com</a>. Post the Franklin episode, <a href="https://prime.economictimes.indiatimes.com/author/479253489/">Rajiv wrote a series of posts on ET Prime</a> on the various structural issue with the Indian debt markets, debt mutual funds, and possible remedies. The pieces are absolutely brilliant and we highly recommend reading them. </p> <p>I am on <a href="https://twitter.com/anishteli">@anishteli</a> on Twitter and you can also check out the <a href="https://indexheads.substack.com/">Indexheads newsletter</a>. </p>
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