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In this episode of Konversation with Kushal, Sanjeev Pandiya, one of India's top behavioural economists with 30+ years in behavioural finance, breaks down how real wealth is built in the stock market.Here's what you'll learn:1- Sex in the Sensex: spotting when a bubble is peaking.2- 6x EBITDA frame…
In this episode of Konversation with Kushal, Swanand Kelkar, former Managing Director at Morgan Stanley India and Co-Founder & Managing Partner at Breakout Capital ($1.7B AUM), breaks down the global AI bubble, his emerging markets framework, and how he turned ₹2.5 lakh into ₹46 lakh at a 33% C…
Sridhar Sivaram, Investment Director at Enam Holdings, joins Kushal for a deep dive into markets, sectors, and gold. He shares how he reads a balance sheet, where he is bullish today, and why he stays away from some of the most popular sectors.What You'll Learn:1-Gold's Real Story: Why gold has bea…
In this episode of Konversation with Kushal, Amit Jain, Co-Founder, Ashika Global Family Office Services, reveals why he is cautious on global markets and bullish on India right now.Here's what you'll learn:1- Why India Is Cheaper Than the World: The relative price attractiveness principle.2- The U…
In this episode of Konversation with Kushal, Binoli Jain and Ankit Jain, the husband-wife duo behind The Money Mart, open up their actual family portfolio live on screen. They manage over ₹640 crore across 900 families and break down how disciplined SIPs, smart asset allocation, and goal-based plan…
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