Investment Satsang with Parimal Ade & Gaurav Jain (with timestamps)
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- čas přidán 30. 06. 2024
- Join us for our informative and engaging Investment Satsang, a unique opportunity for investors to gain clarity on a wide range of topics including Financial Planning and Share Market Investing, and so much more. Our live sessions provide you with a valuable platform to explore and discover new insights into the world of investing.
TIMESTAMPS
00:00 Start
01:09 Last Week's Major News
02:04 Quant Mutual Funds Front Running Issue
03:11 Risk Management & SEBI's Role
05:06 Market Trends & Performance Expectations
07:03 Market Corrections and Rational Expectations
08:31 Impact of US Bond Market Inclusion
11:35 Current Market Dynamics and Sector Performance
12:23 Market Search for Direction
13:05 Employee Stock Options and Wealth Concentration
15:02 Risk of Concentrated Wealth
17:04 Emotional Attachment to Stocks
18:42 Recency Bias in Investments
20:04 Asset Allocation for Financial Goals
21:14 Emotional Attachment to Company Stocks
22:45 Role of Luck in Investment Success
23:54 The Importance of Self-Knowledge in Investing
25:16 Lessons from the 2008 Financial Crisis
26:36 Financial Planning to Minimize Luck
28:23 The Unpredictability of Investments
29:24 Financial Planning and Market Expectations
29:45 Green Hydrogen Investments
30:59 Staggered vs. Lump Sum Investments
34:14 Mahindra & Mahindra vs. Tata Motors
34:56 Mahindra & Mahindra vs. Tata Motors Analysis
37:21 Using Mutual Funds for Multiple Financial Goals
38:22 Best NPS Portfolio Managers
39:19 Including Sector Funds in Mutual Fund Portfolio
40:12 Importance of Sector Knowledge in Investing
41:22 Investing in Momentum Funds
42:48 Dealing with Losses in Stock Investments
44:38 Challenges in the Retail Sector
45:57 Reviewing Balanced and Hybrid Funds
47:05 Calculating Term Insurance Coverage
49:18 Buying ETFs for Long-Term Investment
50:15 World Cup and Coupon Code Prediction
52:42 Impact of Promoter Selling on Stocks
55:01 Market Dynamics and Liquidity
57:09 Analyzing Impact of Events on Markets
57:55 Criteria for Investment Research
58:40 Impact of Global Factors on Investments
59:37 Strategic Investment Planning
01:00:27 Evaluating Economies for Investment
01:01:08 Regional Investment Strategies
01:02:23 Financial Webinars
01:02:50 Investor Insights
01:03:21 Importance of Engagement
01:04:07 Portfolio Diversification
01:05:11 Tax Considerations
01:07:19 Market Volatility
01:08:41 Analyzing various stocks for investment
01:09:41 Stress-free investing and portfolio management
🎯 Key points for quick navigation:
00:00 Start
- Hosts welcome viewers, briefly discuss the start of the session.
- Mention of technical checks and joining status of Parimal Ade.
01:09 📈 Last Week's Major News
- Discussion on major news from the previous week.
- Airtel and Jio increase tariffs, government involvement with Vodafone.
02:04 💼 Quant Mutual Funds Front Running Issue
- Detailed discussion on the front-running issue with Quant Mutual Funds.
- Impact on retail investors, comparison with previous issues in other fund houses.
03:11 🏦 Risk Management & SEBI's Role
- Emphasis on risk management and SEBI’s audit processes.
- Discussion on the potential impact on fund management and company promoters.
05:06 📊 Market Trends & Performance Expectations
- Discussion on current market trends and continuous positive performance.
- Managing investor expectations and understanding market behavior.
07:03 📉 Market Corrections and Rational Expectations
- Discussion on the natural process of market corrections and potential crashes,
- Emphasis on maintaining rational and practical expectations,
08:31 💰 Impact of US Bond Market Inclusion
- Analysis of India’s inclusion in the US bond market,
- Impact on currency appreciation and inflows into the Indian economy,
11:35 📊 Current Market Dynamics and Sector Performance
- Observations on foreign institutional investor activity,
- Specific focus on the banking and IT sectors,
12:23 📈 Market Search for Direction
- Lack of major positive or negative news driving the market,
- Impact of speeches from US Federal Reserve directors on market movements,
13:05 💡 Employee Stock Options and Wealth Concentration
- Discussion on employee stock options (ESOPs) and their impact on wealth,
- Highlighting cases from companies like Nvidia, Microsoft, and Alphabet,
15:02 📉 Risk of Concentrated Wealth
- The risk of having a large portion of net worth in one company,
- Recommendations for asset diversification to mitigate risk,
17:04 🏦 Emotional Attachment to Stocks
- Addressing emotional attachment to company stocks,
- Explanation of financial assets’ role in meeting goals,
18:42 📉 Recency Bias in Investments
- Discussing the impact of recency bias on investment decisions,
- Examples of investors focusing on short-term performance,
20:04 🏦 Asset Allocation for Financial Goals
- Importance of allocating assets to meet financial goals like retirement and children's education,
- Illustrative example of asset allocation with substantial NVidia stocks,
21:14 🏪 Emotional Attachment to Company Stocks
- Risks of emotional attachment to company stocks,
- Example of Avenue Supermarts employees’ experiences with stock options,
22:45 🎲 Role of Luck in Investment Success
- Discussion on the role of luck versus skill in investment success,
- Example of an investor attributing gains to skill rather than luck,
23:54 📊 The Importance of Self-Knowledge in Investing
- Understanding personal limitations and avoiding self-deception in equity investments,
- Recognition of luck versus skill in investment success,
25:16 📉 Lessons from the 2008 Financial Crisis
- Realizing the importance of financial planning, asset allocation, and mutual funds,
- The role of luck in the stock market and the significance of the 2008 crisis in teaching these lessons,
26:36 🎯 Financial Planning to Minimize Luck
- Financial planning aims to minimize reliance on luck,
- Cases of companies like Paytm and Bajaj Finance illustrating the importance of a structured approach,
28:23 💡 The Unpredictability of Investments
- Unforeseen success of investments, using examples from model portfolios,
- Acceptance that some investment outcomes are beyond expectations,
29:24 📝 Financial Planning and Market Expectations
- Importance of financial planning to manage market unpredictability,
- Necessity of preparing for unexpected market changes,
29:45 🌱 Green Hydrogen Investments
- Overview of companies involved in green hydrogen, like L&T, Adani, NTPC, and Power Grid,
- Current small-scale contributions of green hydrogen to these companies,
30:59 💼 Staggered vs. Lump Sum Investments
- Recommendations for staggered investments due to high market valuations,
- Analysis of market behavior and historical valuation trends,
34:14 🚗 Mahindra & Mahindra vs. Tata Motors
- Comparison of Mahindra & Mahindra’s domestic focus versus Tata Motors’ international revenue,
- Impact of Tata Motors’ recent financial challenges,
34:56 📊 Mahindra & Mahindra vs. Tata Motors Analysis
- Comparison of Mahindra & Mahindra's consistent profits and domestic focus,
- Tata Motors' recent financial improvements and challenges,
37:21 🎯 Using Mutual Funds for Multiple Financial Goals
- Discussion on managing mutual funds for multiple goals like child education, marriage, and car,
- Importance of a consolidated portfolio for ease and clarity,
38:22 💼 Best NPS Portfolio Managers
- Evaluation of top NPS portfolio managers like HDFC, Kotak, and UTI,
- Discussion on minimal differences between these managers and the option to change portfolio managers,
39:19 📈 Including Sector Funds in Mutual Fund Portfolio
- Consideration of sector funds like defense, pharma, and energy,
- Recommendation to prioritize diversified equity funds for achieving financial goals,
40:12 📊 Importance of Sector Knowledge in Investing
- The necessity of having good sector knowledge before investing in sector funds,
- Risks associated with relying solely on sector funds,
41:22 🚀 Investing in Momentum Funds
- Explanation of momentum funds and their high-risk nature,
- Comparison to other investment strategies like quality-focused funds,
42:48 🛑 Dealing with Losses in Stock Investments
- Common issues faced by investors with losses in stocks like Paytm and Balaji,
- Recommendation to switch to mutual funds or diversify the portfolio,
44:38 🏬 Challenges in the Retail Sector
- Analysis of the underperformance in the retail sector, except for specific companies like Trent,
- Retail industry's struggle with low volumes,
45:57 🏦 Reviewing Balanced and Hybrid Funds
- Discussion on investment horizon of 3-5 years with balanced funds,
- Expected returns for balanced and hybrid funds,
47:05 💡 Calculating Term Insurance Coverage
- Importance of considering dependent expenses rather than salary multiples,
- Simple method to calculate term insurance based on dependent needs and current assets,
49:18 📈 Buying ETFs for Long-Term Investment
- Difference between buying ETFs from a stock broker and an AMC,
- Recommendation to purchase already listed ETFs with good liquidity and low expense ratio,
50:15 🏏 World Cup and Coupon Code Prediction
- Light-hearted discussion about India's chances in the World Cup,
- Discussing creative memes about India’s cricket rivalry,
52:42 📉 Impact of Promoter Selling on Stocks
- Analysis of recent promoter selling in specific companies like Polycap and Happiest Minds,
55:01 📊 Market Dynamics and Liquidity
- Explanation of how markets adapt to demand and supply through promoter selling and IPOs,
57:09 📉 Analyzing Impact of Events on Markets
- Analyzing the impact of specific events on market trends,
57:55 📊 Criteria for Investment Research
- Criteria for selecting stocks based on company fundamentals,
58:40 🌍 Impact of Global Factors on Investments
- Impact of interest rate differentials on currency depreciation,
59:37 💹 Strategic Investment Planning
- Importance of detailed financial planning for strategic investments,
01:00:27 🌐 Evaluating Economies for Investment
- Assessing economic conditions and growth potential in different economies,
01:01:08 📈 Regional Investment Strategies
- Regional diversification strategies based on regional understanding,
01:02:23 📊 Financial Webinars
- Financial webinars have a varied audience size, with some having as few as 200-300 participants, while others can attract up to 4000-5000 participants.
01:02:50 🎯 Investor Insights
- Seasoned investors emphasize the importance of realistic expectations and steady, long-term investment strategies.
01:03:21 🗣 Importance of Engagement
- Interaction with investors is crucial for staying informed and ensuring alignment with financial goals.
01:04:07 📈 Portfolio Diversification
- Ready-made portfolios offer convenience and are implementable through various execution facilities available on websites.
01:05:11 💼 Tax Considerations
- Tax implications should be carefully considered when rebalancing portfolios to optimize capital gains tax.
01:07:19 📉 Market Volatility
- Managing investments during market volatility requires strategic planning and staying focused on long-term objectives.
01:08:41 📊 Analyzing various stocks for investment
- Discusses strategies for selecting stocks based on different portfolio types.
01:09:41 📈 Stress-free investing and portfolio management
- Stresses the importance of creating stress-free investment processes.
Made with HARPA AI
Brilliant session again, as always. I never listen Live since Im mostly working on Friday nights, but I always make sure to download it and listen to the Satsang during workouts/drives. Keep on keepin' on, you two❤😊
Sir I watch recording and not come live
In investment Satsang as per my convenience..
I love Satsang...
Please do not be demotivated with low numbers.
You guyz have made me a very sensible invester...Dua lagegi aaplog ko meri..
1:02:17. Gentlemen please ignore the low numbers. You are doing a great job educating your audience about the markets! Thanks a lot for your effort and time. Also 200-300 is live numbers. Post live session views are very good. Thanks again and keep it coming🙏
Nice session. Request to Jain sir to change Mike the way Parimal sir's Mike for clear voice.
Great conversation & analysis by Gaurav Sir & Piramal Sir.
Hi sir Both of u doing good job by repetition of behavior management to keep investors on long term investing path , keep it up 😊❤
Thank you parimal Sir and gaurav sir
Thanks both of you very good session
Hi team, a good discussion as always by Gaurav sir and Parimal sir
Just a comment about these timestamps across the channel videos- these can definitely be improved
Great as ever !❤
Thank you!
Hello both, I have recently strated to follow your channel. I enjoy listening to you; your candid approach. All the best
Very informative 🙏
Gaurav sir voice is echoing... difficult to understand entire sentence.
New mic and system need to install for Gaurav sir
Valuable discussions as always. Any offer codes on yadna portfolios?
Always enjoy these sessions
Is Expense ratio is high compaire to demate account?
Missed live😢 ..so watching now
Case study section is excellent 👌, sir how can we compare MF return vs our demate accounts return ? ( demate account, we dont do SIP and also do a profit booking ( stcg / ltcg ) cost deduction. so it gets really complex, can you guiide us ?
In zerodha now they introduced XiRR calculation. So for your holding stock you can check. xIRR for current holding as well as history holding
Sir.. My sip is going on every month since 5-6 years..And I have some amount accumulated in my savings bank.. And I am keeping it safe to find an opportunity to invest lumpsum into market sensex/nifty index fund.. Is it OK to sit on money and wait for opportunity while my sip Wil be undisturbed and it Wil continue no matter what.
Thanks for not doing monologue 😂
Please use a proper microphone instead of using headphones
quant is best, other amcs are just jealous