In the second episode of IDFC FIRST Private's FIRSTALK, our host Mr. Vikas Sharma, Head of Wealth Management & Private Banking at IDFC FIRST Bank, interacts with Saurabh Mukherjea, Founder of Marcellus Investment Managers.
In this insightful conversation, they explore the idea that investing is not just about number crunching, but an art form that evolves over time. They also delve into the Indian obsession with real estate and gold, discussing how these traditional investment choices continue to shape the financial landscape.
Key topics covered in this episode include:
● The concept of Coffee Can Investing
● The new-age Indian investor’s approach to buying and selling stocks
● Red and green flags in Corporate Governance
● The role of Competitive Advantage in today’s market
● India’s love affair with real estate and gold
● The impact of AI on investing in the modern era
Don’t miss this engaging discussion—tune in now on YouTube and all major audio streaming platforms.
#IDFCFIRSTBank #AlwaysYouFirst #FIRSTPrivate #FIRSTALK
00:00- Introduction
00:28- Guest on the episode Saurabh Mukherjea, Founder of Marcellus Investment Managers
00:45- Gist of the book Behold The Leviathan
1:29- Concept of Coffee Can Investing
3:18- Story of Rob Kirby
4:14- Implementation of Coffee Can Investing concept in India
8:18- Benefits of holding stocks for longer period
10:33- Locked- in Equity Products
11:33- Scenario of real estate in India
12:14- Take on Corporate Governance, its red and green flags
16:45- Industry those are tightly regulated by the government
18:06- Competitive Advantage
20:25- Asian Paints’ Competitive Advantage
23:06- Titan’s competitive Advantage
26:24- Drivers for spike in Real estate investments in India
27:20- RBI paper- Household Finance Committee Survey
29:59- Importance of Gold in asset allocation
30:51- Al’s role in people’s investing pattern
33:59- Success story of Chola Mandalam
36:19- Business tycoon Bharat Shah’s opinion on investments
38:06- Rapid fire quiz with Saurabh Mukherjea