Friday Investment Satsang with Parimal & Gaurav

Описание: Welcome to the Friday Investment Satsang—your weekly dose of unbiased, clear, and focused financial wisdom!

Every Friday, financial experts Parimal and Gaurav break down the complex world of the stock market, mutual funds, and personal finance into simple, actionable steps. This is more than just a market update; it's a conversation designed to empower you to make smarter investment decisions.

Your Questions Answered: A dedicated, in-depth Live Q&A where Parimal & Gaurav answer viewer questions about their portfolios, asset allocation, and market uncertainties.

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AI Generated Timestamps
00:00 Start
01:01 Gold vs Silver & Contrarian Investing
03:17 US Growth Surprise & Fed Uncertainty
04:44 Indian Markets Flat; Earnings Awaited
05:41 Tata Small Cap Fund: Decent But Not Standout
07:05 Long-Term Allocation Strategy
08:23 Portfolio Review: Parag Parikh, JM, Motilal
09:55 Gold SIP Strategy
11:27 Avoid New Fund Launches Without Track Record
12:54 Equity Returns Linked to GDP & Earnings
15:06 Data Over Politics in Investing
16:41 Importance of Will Creation
17:32 High-Risk Investing: Crypto, Junk Bonds, ARCs
18:40 RBI’s Focus: Liquidity Over Rate Cuts
20:32 Parag Parikh Nifty 100 Fund View
22:12 BFSI Sectoral Exposure Advice
24:50 Can Ratings Be Trusted Post-2008?
26:56 FII Selling Not Equal to Analyst Targets
28:13 India’s March to 3rd Largest Economy
30:15 Avoid New Momentum Funds with High Fees
31:25 AI in Investing vs Trading
33:45 US ETF Investing via GIFT City Better Than INDMoney
35:26 No Real Estate/Gold? Not a Problem
37:33 Gold Rally Driven by Global Trust Shift
39:12 Fund Choice Based on Risk & Horizon
41:17 Handling Portfolio Underperformance
43:10 Investing Is a Probability Game
44:20 Index Investing If You Can’t Beat It
45:00 100% Small/Midcap Exposure Is Risky
46:39 Don’t Switch Funds Without Planning
49:13 ₹1 Cr Likely Not Enough to Retire at 46
50:25 Japan’s Impact on Global Markets
52:34 Prefer Momentum Index Over Active Funds
54:31 Advisory Fee Justified by Value for High-Value Portfolios
56:52 HDFC Midcap Better Than Nifty Next 50
57:49 Long-Term Index Investing Over Fund Picking
58:50 Tejas Networks: Delayed Execution Hurts, Sector Attractive
01:00:33 Asset Allocation Over Timing: Key to Long-Term Success
01:01:52 SIPs Over Timing in Small/Mid Caps
01:03:26 ICICI Small Cap: Surprise Outperformer
01:04:10 Ending on a Positive Note