In this insightful conversation, Rajeev Thakkar, CIO of PPFAS Mutual Fund, shares powerful lessons from his journey in India’s financial markets.
Drawing from decades of experience, he breaks down how investors should think about market cycles, valuations, and long-term wealth creation. From skepticism around crypto to the realities of IPOs and expensive sectors, this episode offers a grounded, no-noise perspective on investing.
This podcast explores how discipline, patience, and rational thinking can help investors navigate volatility and build sustainable wealth over time.
Key topics covered:
• Cycles of greed and fear in markets
• Why volatility is normal and unavoidable
• Crypto, gold & assets with no inherent cash flow
• Reality of new-age tech companies and cash-burn models
• IPO investing and why retail investors are often late
• Valuation concerns in consumption and FMCG sectors
• How equity investing is becoming more democratic in India
• Practical portfolio strategy for beginners
Rajeev Thakkar also shares practical insights on staying rational during market extremes, avoiding hype-driven investing, and why long-term thinking is the biggest edge for investors.
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Chapters
00:00 Introduction & Market Reality Check
08:45 Markets = Greed vs Fear Cycles
12:10 Should You Exit the Market?
15:30 Stocks Are Businesses, Not Prices
18:50 Why Even Good Stocks Fall
23:22 Crypto, Gold & No Cash Flow Assets
27:00 New Age Tech: Real Use Case, Risky Valuations
30:00 IPO Reality: Why Investors Are Late
32:30 Expensive Valuations in Consumption
35:00 Beginner Portfolio Strategy (₹5L Example)
36:40 Expected Returns from Indian Markets
37:30 India’s Opportunity & Risks
39:00 Final Takeaways: Think Long-Term
Every episode gives you:
• Real wealth-creation frameworks
• Business insights from top investors
• Investment lessons for long-term success
• Mindset, risk-taking & decision-making wisdom
• Decades of experience broken into actionable learning
Whether you’re an investor, professional, or entrepreneur, this channel helps you understand how wealth is built from the people who've done it.
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