Redux is a Bi-Weekly podcast show by ACE. Redux is about how history has played a huge part in our current investing world. On it, you will be able to gain an understanding of the impact that history has on investment decision making. You should listen if you believe that learning from history will help you in making wiser investment decisions. History does not always repeat, but it does rhyme.
In today’s episode, Harshil Nichani sits down with Sanjay Kumar Elangovan. We take this opportunity to dig into his view on the Real Estate sector. In this episode you’ll learn:
How the cycle played out from 2000-2021.
How did developers manage the excess capacity phase?
Role of interest rates in real estate valuation.
Current situation of the sector and the future prospects of the industry
How does passive investing work in themes like Real estate.
14 Sept 2021
INFRA Saga w/ Charanjit Singh
In today’s episode, Harshil Nichani sits down with the fund manager of DSP T.I.G.E.R Fund, Charanjit Singh. We take this opportunity to dig into his framework and view on the Infrastructure sector.
In this episode you’ll learn:
How the cycle played out from 2000-2021.
Mistakes made in the previous cycle.
What drives capacity creation.
How does passive investing work in themes like Infrastructure.
How Charanjit Singh manages the fund.
27 Aug 2021
50 in Fifteen w/ Balaji G R
In Today’s episode, we sit down with the Head of Research and Co-Fund Manager of COIN, ithoughtpms. We take this opportunity to dig into his framework and view on the NIFTY Index.
In this episode you’ll learn:
Structure and Transition of the Index
Quality of the Index for Passive Investing
Disparity Among NIFTY Stocks
Current Market Condition
10 Aug 2021
The Small Talk w/ Rohit & Rajat
In today’s episode, we sit down with the fund managers of VRDDHI, Rohit and Rajat. We take this opportunity to dig into their framework and view on the small caps space.
In this episode you’ll learn:
About the Small-Cap Universe
How to deal with volatility
How to get the right framework
Current Market Condition
Passive Investing in Small Caps
16 Jul 2021
Gold & Gold Miners In The 2000s w/ Shyam Sekhar
As the global economy emerges from an unprecedented shutdown, both policymakers and investors are operating in uncharted territory. Gold as a store of value has performed well during the past 15 months, hitting a new high of nearly $2000/oz.
In this episode we talk about:
Gold and Gold Miners in the 2000s
Expansion Phase (2000-2010)
Deleveraging Phase (2011-2019)
Current Scenario of Gold and Gold Miners.
How Central Banks use gold to stabilize their balance sheets
24 Jun 2021
Interest Rates In The 2000s w/ Samyuktha Vibhu
Globally Central banks have accommodated stands to support the economy.
In this episode we talk about:
Interest Rates in the 2000s
Economic expansion in 2000s
How the Central Banks managed the global economic crisis
Will India see a 2013 again?
How the Central Banks are going to control interest rates and inflation
10 Jun 2021
Commodities in the 2000s w/ Niranjan Sridhar
Commodity prices have almost doubled over the last year, hitting all-time highs. In this episode, you’ll learn:
What the cycle was like in the 2000s
What was China’s role in the cycle
How is it similar to the COVID era
Currency Vs Commodities
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