We Talk Fin: Recent Episodes
We Talk Fin
We talk finance! Tune in for the latest market updates, trends and opinions. We also share insights into the investment strategies adopted by famous investors and also us noobies.
In this episode of WeTalkFin we talk about the collapse of Switzerland's oldest bank and explore how it collapsed.
Do share your thoughts and feedback with us on our email - wetalkfin@gmail.com
For updates about WeTalkFin & stock markets: Instagram: https://www.instagram.com/wetalkfin/
Are you a Non-Resident Indian looking for some personal finance and investment advice? This podcast is just for you! In this episode we have Gayatri Jagdale sharing her insights and advice with regards to investing and portfolio building for NRIs. Gayatri is the founder of Fund-Matters and a SEBI Registered Investment Adviser (Registration No. INA000016931). She has over 10 years of experience in the finance industry, working for the financial services companies like L&T Mutual Fund, IL&FS Investmart Ltd. & Anand Rathi Securities. She specializes in financial planning of Resident Indians & NRIs (including USA & Canada) who are planning to return and have majority of their investments in India. She has experience in India & USA investing, knowledge about NRI Taxation, long-term and goals-based approach.
Book a consulting session with Gayatri: https://finscout.in/advisor/gayatri-jagdale/
In this short clip from our podcast with Himanshu, he talks about expected returns going forward You can now book an appointment with Himanshu, or other financial advisors like him through our platform Finscout.
Full Video: https://www.youtube.com/watch?v=tBCN24PBJpE
Who Should you take Investment Advice From: https://youtu.be/bo7LGGJJOGc
Himanshu Appointment - https://finscout.in/advisor/himanshu-pandya/
Finscout - https://finscout.in
In this episode by WeTalkFin we have a casual conversation with Mr. Himanshu Pandya about getting started with investing. Himanshu has a rich and diverse experience in Indian Asset Management industry spanning over 2 decades.
He has served well established organizations in Indian investment management industry in various capacities, such as SVP & National Head – Portfolio Management Services at ICICI Securities and Director & Head – Products at Franklin Templeton India AMC. Here Himanshu covers topics like who one should take investment advice from, breaks down the how's and what's of getting started with investing, and lastly shares his opinion on the expected returns for the markets in the coming years.
You can now book an appointment with Himanshu, or other financial advisors like him through our platform Finscout.
Himanshu Appointment - https://finscout.in/advisor/himanshu-pandya/
Finscout - https://finscout.in
An article was written 20 years back, predicting it. A podcast, has been made today, predicting the same.
Tata Motors & Reliance Industries are working together and supporting Blu Smart, a direct competitor to Ola & Uber! Do share your thoughts and feedback with us on our email - wetalkfin@gmail.com
For updates about WeTalkFin & stock markets:
Instagram: https://www.instagram.com/wetalkfin/
In this episode, we cover how Paytm might be on track to profitability. Do share your thoughts and feedback with us on our email - wetalkfin@gmail.com
For updates about WeTalkFin & stock markets:
Instagram: https://www.instagram.com/wetalkfin/
In this episode of WeTalkFin, we talk about the strategic transformation of Tata Motors. We discuss why Tata Motors was struggling and how the new leadership in place brought about certain changes to transform the company. Do share your thoughts and feedback with us on our email - wetalkfin@gmail.com
For updates about WeTalkFin & stock markets:
Instagram: https://www.instagram.com/wetalkfin/
In this episode of WeTalkFin, we talk about the most pricey stock in the world: Berkshire Hathaway. We discuss the business and its origins. Do share your thoughts and feedback with us on our email - wetalkfin@gmail.com
For updates about WeTalkFin & stock markets:
Instagram: https://www.instagram.com/wetalkfin/
In this episode of WeTalkFin, we discuss the impact of the Russia - Ukraine crisis from a macroeconomic and stock market perspective. Do share your thoughts and feedback with us on our email - wetalkfin@gmail.com
UNICEF LINK - https://www.unicef.org.uk/donate/donate-now-to-protect-children-in-ukraine/ gclid=CjwKCAiAprGRBhBgEiwANJEY7HeEmDRXWE1S8E7efCrD8BveGjBTFYDuoj_MKJedZyAMJk3W98dZwBoCtB0QAvD_BwE
For updates about WeTalkFin & stock markets:
Instagram: https://www.instagram.com/wetalkfin/
In this episode of WeTalkFin, Yash shares 5 large cap stocks he is bullish on and heavily invested in. Do share your thoughts and feedback with us on our email - wetalkfin@gmail.com
For updates about WeTalkFin & stock markets:
Instagram: https://www.instagram.com/wetalkfin/
In this episode of WeTalkFin, we try understanding the recent decline in tech stocks and cryptocurrencies. We explore both the fundamental and market driven reasons behind the sell off. Do share your thoughts and feedback with us on our email - wetalkfin@gmail.com
For updates about WeTalkFin & stock markets:
Instagram: https://www.instagram.com/wetalkfin/
In this episode of We Talk Fin we discuss why analysts might be wrong about their downgrades for steel stocks. We consider the example of SAIL to understand the thesis better. Could this be a money making opportunity? Do share your thoughts and feedback with us on our email - wetalkfin@gmail.com
For updates about WeTalkFin & stock markets:
Instagram: https://www.instagram.com/wetalkfin/
In this episode of WeTalkFin, I share 7 time-tested lessons for your investment journey in 2022. Do share your thoughts and feedback with us on our email - wetalkfin@gmail.com
For updates about WeTalkFin & stock markets:
Instagram: https://www.instagram.com/wetalkfin/
In this episode of WeTalkFin we try understanding why the Indian markets have corrected. We look at why FIIs have been selling and if this is likely to continue going forward!
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In this episode of WeTalkFin, we look at what buying on margin is and examine the pros and cons. Further, I share my experience with buying on margin: the good and the bad.
Instagram: https://www.instagram.com/wetalkfin/
Over the last 3 months the Turkish Lira has been in a free fall, declining nearly 50%. The inflation in the country stands at 21%, however Turkey's president Erdagon wants to decrease interest rates even further! In this episode of We Talk Fin we try understanding the situation in Turkey better.
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In this episode of We Talk Fin, I interview one of my good friends from Bahrain Ahmed Al Maskati. We go on to discuss how he got into the stock markets and have him compare his experience in the middle eastern and american markets. We then go on to understand the rationale behind some of his past and present trades and discuss what he might buy or sell going forward. Lastly, we end with his opinion on crude oil consumption and crude oil prices in the short, medium and long term! Disclaimer: Neither of us are certified financial advisors and none of the stocks or trades discussed in this conversation are recommendations of any sort. Further none of the opinions discussed in this podcast resemble the opinion of We Talk Fin! If you have any suggestions or feedback for us, please email us at wetalkfin@gmail.com or reach out to us on Instragram Instagram: wetalkfin
In this episode of We Talk Fin we explore why US Inflation is at a 40 year and what this means for the economy going forward. We explore both the supply side issues and the demand side push to understand this better.
For updates about We Talk Fin:
Instagram: https://www.instagram.com/wetalkfin/
What led to a Fortune 500 company's stock to fall 87% in just one year? Is this the start of the next great recession? In this episode of WeTalkFin, we look at the Evergrande situation, try understanding what led to the crisis in the first place and analyse the possible ripple effects.
In this episode we briefly discuss on the reasons why GAIL might be a severely undervalued gem. I find it similar in nature to the Indian Public Sector Banks I wrote about in the first few months of 2021. Link to the article: https://www.linkedin.com/pulse/why-im-betting-big-indian-psbs-yash-kumar/
Brokerage firms allude to a rally of upto 50% on this stock and it personally reminds me of SAIL trading at under Rs. 40 and SBI at under Rs.200 in the last few months of 2020. The stock has fallen 20% just recently along with the market despite amazing quarterly results where revenue grew 58% and profits grew by almost 160%. So what are your thoughts on this stock? Do you plan on buying it or selling it short? Do let us know in the poll. If you have any suggestion for us please email us at wetalkfin@gmail.com or reach out to us on our Instagram page @wetalkfin.
The news regarding the omicron variant has shaken the global markets and policy makers all around the world over the last two weeks. Travel restrictions are back and so are covid measures and mandates in several parts of the world, including here in the UK. The markets have taken a hit. Dow Jones is down about 5% from its peak of over 36500 in November and Nifty 50 is down 7-8% from its high of 18600. However, amongst all this panic JP Morgan’s top strategist Marko Kolanovic has recommended buying the dip and went out to say how omicron could mark the end of the pandemic. He suggests that “Omicron could be a catalyst for steepening the yield curve, rotation from growth to value, sell off in Covid and lockdown beneficiaries and rally in the reopening theme.” This is primary because early indications show the variant is very transmissible but less severe. This fits in well with historical patterns of pandemics and omicron could transform a deadly pandemic into something like a seasonal flu, marking its end. On the other hand, Goldman Sachs has cut the forecast for the US economy saying that the omicron strain would exert a drag on growth. Who is right? What your thoughts on this? Are you buying dip, or staying away? Email us at wetalkfin@gmail.com or reach out to us on our Instagram page @wetalkfin.