20 episodes
Better Bets JAI & MANISH
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- Business
No Matter how much you have learnt or read or been exposed to, the reality of Investing is that you can never be certain about the outcomes. Every decision has odds attached to it and hence it comes down to insight, intuition, foresight, clarity, and even luck.
The goal of this podcast is to learn how we can make better decisions that increase our odds for favorable outcomes.
Hosts, Jai Lawrence and Manish Gvalani hope to offer you an informed perspective that could help you in becoming a better investor and a thoughtful player in your chosen endeavor.
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S2 E19# Summing Up Active Investing
“There are two requirements for success in Wall Street. One, you have to think correctly; and secondly, you have to think independently.” — Benjamin Graham
We recorded 3 episodes on Active Investing and hence decided to sum up all the options at hand and lessons learned in this final episode.
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S2 E18# Long & Short World of Active Investing
"The biggest risk of all is not taking one." — Mellody Hobson
This episode covers the world of long-short hedge funds. These too are available for investors globally and if managed well, they could provide market-beating returns, especially in times of high volatility.
The intent of this episode is to educate you in a way that helps you make an informed choice. The plethora of options can be a constraint for an uninformed investor, whereas it can be a toolkit for the informed one.
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S2 E17# Active Investing - The Great Game of Alpha
“Managers do not create large alphas by being conventional. They do so by taking the risk of being wrong and alone.” — Peter Bernstein
In Episode 2 of Season 2, we dive deep into the world of Active Investing. We discuss the pursuit of alpha generation i.e. beating the index, performance fees, expense ratios, importance of team and culture, and so much more.
If you are invested in mutual funds, chances are really high that a good chunk of those will be Active in their strategy. And the themes covered in this session might just help out in making wise choices in personal portfolio management and future allocations.
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S2 E16# Passive Investing - Compounding Wealth Silently
“Unless an investor has access to ‘incredibly high-qualified professionals,’ they should be 100 percent passive – that includes almost all individual investors and most institutional investors”.
David F. Swensen, Chief investment officer at Yale University
Welcome to Season 2 of Better Bets. In episode # 1, we dig into Passive Investing, its emerging dominance in the Fund Management space, and how it has benefitted millions of investors globally. If you are looking at a simple + effective strategy to make your money work in Equity Markets, then this episode is perfect for you.
Note #
We learned a lot from our Season 1 and it has been a joyride of sorts. This season, we are taking the coverage of the show and the production quality to 10 notches higher. Jai & I are committed to educating people to invest wisely and we intend to deliver on that purpose with a bang this time around. Thanks for all your support to date and we look forward to the journey ahead !!!
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E15# Lessons from a year gone by..
"With a good perspective on history, we can have a better understanding of the past and present, and thus a clear vision of the future." — Carlos Slim Helu
2021 was a crazy year and it taught us both a lot of lessons, investing-related and personal too. More than the outcomes, it was self-education of sorts and hence we take this opportunity to share with you a few key learnings from a year gone by...
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E14# The Importance of Economic Moats
“Should you find yourself in a chronically leaking boat, energy devoted to changing vessels is likely to be more productive than energy devoted to patching leaks.” - Warren Buffet
Stock Investing gets exciting with changing times, but it tends to get tougher too. Especially today, when the disruptive forces are leading to rapid changes in the index constituents and powerhouses of yesterday are being reduced to a fraction of their past glories. The few that have survived the onslaught of technology and innovation, deserve a whole pod on them and the secrets behind their magic.
Few resources discussed -
Understanding Michael Porter - Joan Magretta
Harvard Business Review Video on the Five Forces
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