Friday Investment Satsang with Parimal Ade & Gaurav Jain (with timestamps)

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  • čas přidán 25. 08. 2024

Komentáře • 39

  • @InvestYadnya
    @InvestYadnya  Před měsícem +4

    🎯 Key points for quick navigation:
    00:51 *📈 Discussion on recent US economic data*
    - Analysis of recent US economic indicators including wage hikes and job growth.
    01:58 *📉 Effects of negative economic news*
    - Negative impact of lower job growth and higher unemployment rates.
    03:12 *📊 Economic outlook and inflation targets*
    - Discussion on achieving inflation targets amidst slowing job growth.
    04:50 *📉 Market Analysis and Investment Strategies*
    - Discusses the historical data suggesting that during volatile market times, investors often make hurried decisions.
    05:28 *📊 Impact of HDFC Bank's Stock Performance*
    - Analyzes HDFC Bank's financial report, noting a growth miss year-on-year and sequential growth concerns.
    06:20 *🏦 Banking Sector Trends and Loan Book Analysis*
    - Observes a decline in wholesale and corporate lending but an increase in retail lending, reflecting mixed signals for investors.
    08:58 *🏡 Household Expenses Management*
    - Understanding and managing household expenses effectively.
    09:25 *💸 Financial Planning Insights*
    - Insights into personal financial planning and expense tracking.
    10:08 *📊 Detailed Expense Analysis*
    - Detailed analysis of yearly expenses and savings.
    11:02 *📈 Personalized Financial Advice*
    - Tailored financial advice based on individual spending habits.
    12:29 *📈 Understanding Financial Planning for Different Life Stages*
    - Financial planning varies significantly based on individual life stages.
    13:46 *📉 Impact of Inflation and Economic Development on Personal Finance*
    - Inflation and economic trends influence financial decisions and standard of living.
    16:11 *📈 Investment strategies based on rational returns*
    - Understanding the importance of rational returns in investment strategies,
    16:53 *📊 Maintaining expectations aligned with market benchmarks*
    - Importance of aligning return expectations with market benchmarks,
    17:33 *📉 Allocating assets across market caps for optimal portfolio returns*
    18:13 *🚀 Balancing happiness and performance in investment goals*
    - Balancing investment goals with personal happiness,
    19:43 *📉 Understanding Market Participation*
    - Understanding the importance of active participation in the market.
    20:22 *🌍 Global Financial Crisis Insights*
    - Insights into the 2008 global financial crisis and its impact on stock markets.
    21:03 *💼 Importance of Research and Analysis*
    - Emphasizing the value of thorough analysis beyond annual reports.
    22:00 *📊 Evaluating Investment Opportunities*
    - Discussing the importance of evaluating investment opportunities using Excel sheets.
    22:26 *📚 Learning from Investment Books*
    - Insights gained from reading various investment books and their impact on decision-making.
    23:10 *📊 Discussion on portfolio underperformance analysis*
    - Analyzing portfolio performance issues,
    23:36 *📈 Insights on small-cap stocks performance*
    - Understanding absolute returns of small and micro-cap stocks,
    24:02 *🧐 Misconceptions about mutual funds and stock investments*
    - Clarifying the role of mutual funds for retail investors,
    24:30 *📉 Discussion on institutional investor impact*
    - Impact of institutional investors on stock multi-baggers,
    25:12 *📊 Impact of declaration dates on investment decisions*
    - Considering declaration dates in investment planning,
    25:54 *🎯 Achieving financial goals through focused investment*
    - Importance of methodical investment processes,
    26:39 *📈 Investment strategies and misconceptions*
    - Investment strategies and misconceptions discussed by Parimal Ade and Gaurav Jain,
    28:35 *📊 Model portfolios and their objectives*
    - Discussion on model portfolios and their objectives,
    29:44 *📊 Investment Portfolio Strategies*
    - Understanding different risk profiles in investment portfolios,
    30:25 *📉 Market Trends and Investor Behavior*
    - Analysis of institutional and retail investor activities during market downturns,
    31:09 *📈 Institutional Selling and Market Outlook*
    - Impact of institutional selling on market trends,
    31:52 *💼 Economic Outlook and Inflation Control*
    - Short-term economic indicators and their implications,
    32:48 *📉 Analysis of Factors Affecting Food Inflation*
    - Discussion on the inability of interest rate adjustments to control food inflation.
    33:22 *📊 Retail Investor Opportunities and Cost Analysis*
    - Highlighting opportunities for retail investors amidst market conditions.
    33:38 *📈 Risks Associated with Insider Trading and Management Quality*
    - Risks associated with insider trading and its impact on investor confidence.
    34:03 *🎙 Insights into Institutional Investor Decision Making*
    - Understanding institutional investor perspectives and their decision-making process.
    34:58 *📅 Impact of Specific SIP Dates on Returns*
    - Analysis of SIP (Systematic Investment Plan) impact based on specific investment dates.
    36:26 *📅 Understanding SIP dates and financial planning*
    - Understanding the significance of SIP dates based on salary cycles,
    37:23 *📊 Investment strategies and portfolio management*
    - Factors influencing portfolio creation and management,
    38:57 *🌍 Personal journey and financial milestones*
    - Personal journey from IT technician to international career growth,
    39:52 *📊 Investment strategies discussion on portfolio growth and specific stocks*
    - Discussion on the importance of averaging out investments and margin of safety.
    40:49 *📈 Optimizing portfolio goals and performance expectations*
    - How to calculate expected returns and future value of actively managed funds.
    42:20 *💼 Evaluating fund of funds and asset allocation strategies*
    - Understanding the complexities of fund of funds (FoFs) and their investment limits.
    43:34 *📉 Fund allocation limits and complexities in investments*
    - Explanation of the overall fund house level limits and their nuances.
    43:48 *📊 Understanding ETFs and Market Dynamics*
    - Understanding the role of ETFs in the market,
    44:03 *📈 Impact of Market Conditions on Fund Flows*
    - Market performance directly impacts fund flows,
    44:56 *💼 Opportunities in Mid and Small Cap Funds*
    - Active management in mid and small cap funds offers opportunities to outperform index funds,
    47:19 *📉 Market Corrections and Investment Strategy*
    - Understanding market corrections and their impact,
    47:57 *📈 Timing and Strategy in Market Movements*
    - The significance of timing in market decisions,
    48:28 *🏦 Evaluation of Financial Institutions*
    - Assessing financial institutions from a valuation perspective,
    49:04 *📊 Sector-Specific Investment Insights*
    - Focus on credit growth and participation in financial sector growth,
    49:46 *💼 Strategic Focus Areas in Financial Services*
    - Strategic priorities in asset management and insurance distribution,
    50:56 *📊 Investment planning and financial goals*
    - Understanding financial planning and achieving investment goals,
    51:39 *📈 Tax-saving investments and benefits*
    - Exploring tax-saving investments like NPS and their benefits,
    52:47 *🏡 Real estate market insights*
    - Analysis of the real estate market in Canada,
    53:46 *💼 Infrastructure and development*
    - Public demand for better infrastructure,
    54:01 *🌍 Diversification and citizenship*
    - Strategies for diversifying investments and managing risks,
    54:15 *📊 Understanding Promoter Selling Dynamics*
    - Understanding the impact of promoter selling on market sentiments and stock valuations.
    54:47 *📉 Factors Influencing Promoter Selling Decisions*
    - Promoter selling decisions are influenced by market euphoria, overvaluation concerns, and personal financial needs.
    55:28 *🤔 Evaluating Ethical and Strategic Aspects of Promoter Selling*
    - Evaluating the ethical implications of promoter selling and understanding the strategic reasons behind such decisions.
    57:46 *📊 Discussion on investment strategies and risk management*
    - Understanding risk-taking capabilities is crucial for long-term investments.
    58:29 *📈 Planning and managing financial goals*
    - Proper financial planning involves understanding inflows, outflows, and surplus.
    59:56 *🌟 Comparing investment fund categories for different profiles*
    - Conservative hybrid funds are suitable for a balanced approach.
    01:01:42 *📊 Portfolio Building Strategies*
    - Discusses strategies for building a diversified portfolio.
    01:02:11 *📈 Understanding Financial Plans*
    - Focuses on understanding financial planning through investment.
    01:03:07 *💼 Investment Offers and Promotions*
    - Introduces various promotional offers on model portfolios and financial products.
    01:04:01 *🤝 Advisory and Relationship Management*
    - Discusses booking advisory sessions for personalized portfolio management.
    01:04:54 *📈 Stock Market Portfolio Management*
    - Understanding the benefits of diversification and its role in financial planning.
    01:05:23 *💼 Reviewing Small Finance Banks and NBFCs*
    - Analyzing the portfolio impact of including small finance banks alongside NBFCs.
    01:06:02 *📊 Expert Insights on Investment Strategies*
    01:07:35 *🌐 Global and Emerging Market Investment Opportunities*
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  • @pralaysangma8019
    @pralaysangma8019 Před měsícem +6

    My SIP date also is 5th, give high five Parimal sir❤❤❤

  • @EmanuelAmbriz-ml4nk
    @EmanuelAmbriz-ml4nk Před měsícem +78

    The US economy is a powerhouse with a diverse range of sectors. The stock market and the dollar have traditionally been safe havens due to their long-term growth and stability. However, potential downturns are part of the economic cycle, and laws are in place to manage defaults and asset seizures. Inflation can be a concern, but remember, certain assets like stocks and Crypto’s acts as a hedge. Long & short-term trading is generally safer, allowing investors to weather market volatility. I have managed to grow a nest egg of around 100k to a decent 432k in the space of a few months... I'm especially grateful to Kerrie Farrell, whose deep expertise and traditional trading acumen have been invaluable in this challenging, ever-evolving financial landscape....

    • @BanwarilalKumawat-ij6tp
      @BanwarilalKumawat-ij6tp Před měsícem

      I appreciate the professionalism and dedication of the team behind Kerrie’s trade signal service....

    • @calissou
      @calissou Před měsícem

      As a beginner, it's essential for you to have a mentor to keep you accountable...

    • @duongtuan-od7kx
      @duongtuan-od7kx Před měsícem

      Kerrie Farrell program is widely available online...

    • @MarcDillon524
      @MarcDillon524 Před měsícem

      Investing with an expert is the best strategy for beginners and busy investors, as most failures and losses in investment usually happen when you invest without proper guidance. I'm speaking from experience..

    • @KellarHalen
      @KellarHalen Před měsícem

      The fact that i got to learn and earn from her program is everything to me think about it, it's a win win for both ways...

  • @dhananjaykulkarni5445
    @dhananjaykulkarni5445 Před měsícem +2

    I always follow these mentors. Thanks

  • @dipakroy2001
    @dipakroy2001 Před měsícem +2

    yes

  • @gouthampai5055
    @gouthampai5055 Před měsícem +2

    Thank you parimal Sir and gaurav sir

  • @anupbiswas2359
    @anupbiswas2359 Před měsícem

    Yes

  • @arjungupta2687
    @arjungupta2687 Před měsícem +3

    Hi Parimal Sir
    Hi Gaurav Sir
    I believe another monologue will be coming from his video.
    Amazing knowledge as always.
    Thank you.

  • @momukhtar2414
    @momukhtar2414 Před měsícem +1

    Parimal sir Always destroy traders😂😂😂

  • @abhishekkumartiwari1286
    @abhishekkumartiwari1286 Před měsícem +2

    You are doing superb job, unfortunately your channel is very underrated :(

  • @shailesh6355
    @shailesh6355 Před měsícem +1

    Very good discussion parimal sir 🎉

  • @thetallandhandsome
    @thetallandhandsome Před měsícem +1

    good going. thanks for your last week's consistency on market news. keep up the momentum

  • @sumansaha8243
    @sumansaha8243 Před měsícem +1

    ❤❤❤

  • @bhartpur8368
    @bhartpur8368 Před měsícem +2

    28:00 baat to aapka sahi hai but मान लिया तो कुछ नही हो सकता है | इसीलिए option trading karna parta hai 😊

  • @mandarp9472
    @mandarp9472 Před měsícem +1

    Actual inflation in India is 8 - 10% with respect to food, medical expenses, travel, rent.

  • @ZeusStrikz
    @ZeusStrikz Před měsícem +2

    Sir I just started building an emergency fund. Where should I accumulate this fund. As of now I'm depositing it in savings account.

    • @aniketraje4430
      @aniketraje4430 Před měsícem

      Liquidity and stability of corpus is the most important requirement of an emergency fund. Bank FD or Liquid fund is the best IMHO. That's where I keep mine.

  • @harmanjotsingh5004
    @harmanjotsingh5004 Před měsícem +1

    Aap toh small and midcap ke piche hii pad gaye hoo

  • @Sunil_Kr_Barnwal
    @Sunil_Kr_Barnwal Před měsícem +1

    Satsang 😂😂 Heading to sahi kar lijiye

  • @pushkarerande123
    @pushkarerande123 Před měsícem +2

    @Parimal and Gaurav :
    When answering questions :
    In the past, you avoided specific stock questions.
    In present, you have started avoiding answers to whether specific mutual fund schemes are good or not.
    Instead of answering, you have started telling people to buy your fundo meter, stocko meter or model portfolios for actual information.
    Then why make a video of 1 hour, if your purpose for it is pure marketing, advertising your products only?
    This is ethical entrapment.
    You are answering questions, but they are not actual answers.

    • @amitroshan7682
      @amitroshan7682 Před měsícem

      More interestingly they say one should target 12% return which anyway niftybees can deliver then y taking their portfolio...

  • @pardeeptandon
    @pardeeptandon Před měsícem +1

    The Fed is more likely to increase interest rates as it did in early 1980, taking them to 20 %. This is because Trump's tariff hikes have resulted in uncontrollable inflation in America.

    • @actnow4ever445
      @actnow4ever445 Před měsícem

      Ja be

    • @pardeeptandon
      @pardeeptandon Před měsícem

      @@actnow4ever445; The Fed had announced 6 cuts this year and has done none till now. So trend is in my favour

    • @mtpatel90skid
      @mtpatel90skid Před měsícem

      Sahi kaha nifty 50 12500 jayega

  • @zorawarsingh6648
    @zorawarsingh6648 Před měsícem +2

    Retail investors ka mazak udana band karo🤨🤨

  • @chandrakalarathi8406
    @chandrakalarathi8406 Před měsícem +1

    Yes

  • @dipakroy2001
    @dipakroy2001 Před měsícem +1

    yes