Video

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20:45 ,24:58, 37:39

Small investors should stick to Momentum based MF' s like Quant MF or smallcases. Self managing ur portfolio based on such models is an accident waiting to happen.

Bookmarked 27:00

Here are some key highlights from the event. The Future of Fractional Ownership - From Assets to Tokens Tokenization is converting assets into digital tokens stored on a blockchain, like small pieces of a whole, simplifying their trade. This webinar explores tokenization's transformative impact on finance and asset management, poised to revolutionize financial markets. - Creating a Vibrant Asset Market: focusing on the significance of stable and predictable cash flows in developing a dynamic and liquid asset market, noting that any asset with such cash flows can be monetized through tokenization. - Efficiency and Financialization: Tokenization facilitates the financialization of even the smallest entities. It eliminates inefficiencies, allowing detailed data analysis for realistic price discovery. - Capital for Unlisted Companies: With around 334 million companies globally but only 58,000 listed, tokenization offers capital-raising opportunities for the unlisted majority. - Network Economy: Tokenization enhances ownership transparency within networked ecosystems. - Enhancing Financial Inclusivity: By providing investment opportunities and access to assets for the masses, tokenization promotes financial inclusivity. Tokenization of global illiquid assets estimated to be a $16 trillion business opportunity by 2030 (10% of global GDP). - Security and Market Evolution: Emphasizing robust encryption and regulatory developments, the presentation forecasts significant market growth and India's role in the tokenization revolution by 2030.

Excellent interview. One of the best I have viewed in long time. Must see this every few months.

Brilliant. Incisive session

Good one

Excellent interview

Pure golden wisdom. Thanks

Thanks to CFA society. Such a service to retail investors

Thanks a lot for providing such valuable podcast 🙏

Love you sir ❤

Excellent words of wisdom! Thanks for sharing sir! Books recommended " Richer Wiser Happier" by William Green.

There is inherent dichotomy in thinking slow idea Sanjoy! The whole purpose of thinking slow is to make a slow but better decision, however the other purpose of learning about this slow decision making is to make a better decision quickly next time. And this kind of assumption based discussion in which academician thinks and try to hide with their good language skills the assumptions they have made to prove there point. In his book Daniel Kanman has fooled the whole world without exactly quantifying: how much slow is slow and on which question who should take how much time. And this is the reason you are having more efficient capital than Daniel kanman, and Charlie and Munger are far ahed of you because they have practiced and mastered this art of destoying the established ideas, which you are trying to do and practicing for 30-40 years and people like me has started 5-7 years back!😂

Readymade Investment Idea - buy momentum stock indices MF/ETF

7:56 Do not agree with subba rao here. Per capita GDP has nothing to do directly with poverty. Luxembourg has the highest per capita GDP so can we call it the richest country in the world? It's not even the part of G20. India's per capita will always remain lower comparatively unless the population reduces significantly.

Where to see monthly Flag sheets

really good presentation

do you folks have to thank each other after every single question/answer ? :) i do appreciate the informative session :)

Very enriching session!

Programs that are close to 6 months are uploaded on the social media, some information they provide are dated. The trends they speak are also sometimes outdated

Super

Never thought Small actions could go a long way! Superb session

Really wonderful video for any youngster who wants to be a investor...

Wow what a session! Nithya mam looks so much experienced in PE universe 🎉 Really hoping to hear more from mam in future sessions

Great Session !!

What is MWM and MWV mean?

Can we get the ppt please

Good analysis 😃

insightful conversations!

Full of wisdom. Music to any value investor's ears. Thanks Dr. Bakshi and CFA Society for sharing.

Good concepts sir....

great learning

about 4-5 minutes before the end of interview, Dr. Subba Rao mentions "Gold Appreciates...", in reality gold doesn't appreciate much in relation to other financial assets (Equities or even fixed income these days), it is the currency (rupee) that depreciates as a result of which, in rupee terms, the value of gold appreciates. If you look in dollar terms ,the value of gold at its lowest since start of this century in Apr 2001 was USD 468.19 per ounce and today (in Apr 2024) it is USD 2285 per ounce, that is an annualised growth of just 7.1% and that is assuming you bought at absolute lowest and sold at absolute highest, anything in between means you didn't even beat inflation. But because in these 23 years rupee depreciated gold gave 9-odd percent annualised return in rupee terms, that is still less than 10% CAGR in 23 years (precise 9.85% CAGR). And yet people are crazy about gold. 🤦🏼‍♂

Balanced and insightful!

Enjoyed the talk, full of wisdom and thought provoking ideas.

Great information

Explained macroeconomics in an understandable language 👍👍😀

Thank You for this session..!

Thank you sir🙏

Must understand the details to figure out what is likely to happen in future to be adequately prepared.dr rao ' explanation is par excellence and very articulate.thanks

Full marks to Shri Subba Rao 👏👏👏

Mind blowing Dr Subba Rao Fantastic. You have laid out the future economic policy of India

Please share ppt with me..

Awesome presentation

Mutual funds will rule the market in coming days

The best presentation i have seen about Indian economy

Great speech and insight.