PODCAST EPISODE

Navigating the madness in the markets with Kalpen and Sahil

Zerodha Educate

01-11-2021 • 1 hr


The way the markets have run up post the March 2020 crash have equally surprised and perplexed investors. Given the pace of the recent bull run, that's understandable. A lot of smart people are wondering what's happening in the markets. But that's how the markets work—they don't have to make sense and they rarely do. So, we caught up with Kalpen Parekh (MD & CEO, DSP Mutual Fund) and Sahil Kapoor (Head of Products & Market Strategist, DSP Mutual Fund) to get a sense of the madness in the markets and what you should do as investors:

In this conversation, Kalpen and Sahil talk about:

  1. Some key takeaways over the last 1-1.5 years
  2. How to make sense of inflation
  3. The disconnect between the real economy and the markets
  4. A bird's-eye view of the Indian and the global economy
  5. Are the markets in a bubble?
  6. Investing in the age of markets where central bank actions have a massive impact
  7. Why do investors stop investing in equities early?
  8. What can be done to get people to stick with their investments
  9. How not to get carried away by all the madness around
  10. Asset allocation
  11. How to think about fixed income in a low-interest rate environment
  12. Keeping your behaviour in control and avoiding mistakes
  13. Can you pick the best fund or best fund manager in advance? Discussing Sahil's article on this.
  14. International investing and the role of global funds in a portfolio
  15. The role of gold in a portfolio
  16. How the Indian mutual fund industry looks in the next 5-10 years
  17. Sahil and Kalpen's investment philosophies
  18. Book recommendations

You can follow Sahil and Kalpen on Twitter for more of their perspectives.

If you have any questions about anything discussed in the episode or thoughts in general, do post them here on TradingQnA.