1 t. 18 min.

Super-money: Why everyone wants to be everything in Finance Capitalmind Podcast

    • Investering

The idea that finance companies want to do everything from payments to lending to broking to investments is strange - why not just be good at one thing?
It’s a simple explanation, it turns out. Find out more about the business of money in a language you can easily understand, through the words of Deepak Shenoy and Shray Chandra. 
Capitalmind manages Rs. 1700+ cr. as a SEBI-registered PMS, and has quantitative investing strategies that use extensively tested factor data to invest into stocks. Our flagship Adaptive Momentum strategy has outperformed the market indices over 5+ years.
References: 
00:00 Introduction
00:17 Why does every company do everything in financial services?
12:41 Why aren’t banks more aggressive in growing and pricing things lower?
26:40 Discussion on the success of Bajaj Finance and arbitrage between Banks and NBFCs
36:46 Why aren't banks aggressive on lending ? What's the issue with lending?
56:49 Deepak explains the Indian Bankruptcy code
01:07:13 What can we do to fix this?
 
More about us: https://cm.social/pms
Schedule a call with us: https://cm.social/pms-connect
 
Deepak’s Twitter: @deepakshenoy
Shray’s Twitter: @shraychandra
Capitalmind Twitter: @capitalmind_in
Deepak's first book: http://amzn.to/3CgkGea

The idea that finance companies want to do everything from payments to lending to broking to investments is strange - why not just be good at one thing?
It’s a simple explanation, it turns out. Find out more about the business of money in a language you can easily understand, through the words of Deepak Shenoy and Shray Chandra. 
Capitalmind manages Rs. 1700+ cr. as a SEBI-registered PMS, and has quantitative investing strategies that use extensively tested factor data to invest into stocks. Our flagship Adaptive Momentum strategy has outperformed the market indices over 5+ years.
References: 
00:00 Introduction
00:17 Why does every company do everything in financial services?
12:41 Why aren’t banks more aggressive in growing and pricing things lower?
26:40 Discussion on the success of Bajaj Finance and arbitrage between Banks and NBFCs
36:46 Why aren't banks aggressive on lending ? What's the issue with lending?
56:49 Deepak explains the Indian Bankruptcy code
01:07:13 What can we do to fix this?
 
More about us: https://cm.social/pms
Schedule a call with us: https://cm.social/pms-connect
 
Deepak’s Twitter: @deepakshenoy
Shray’s Twitter: @shraychandra
Capitalmind Twitter: @capitalmind_in
Deepak's first book: http://amzn.to/3CgkGea

1 t. 18 min.