Konversation with Kushal

Konversation with Kushal
  • 5.0 (1)
  • Entrepreneurship
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Kushal Lodha is a qualified Chartered Accountant who achieved AIR 5 in CA Finals, AIR 5 in CA Inter, and AIR 6 in CA Foundation. Furthermore, he has successfully completed all levels of CFA and ACCA, attaining a World Rank 3 in ACCA. This podcast caters to the aspiring entrepreneurs of India, offering invaluable insights to kickstart your journey from Zero to One. Additionally, Kushal Lodha is an esteemed part-time content creator, boasting a cumulative following of over 600k+ on social media. He was also honored as LinkedIn's Top Voice for the year 2022.

  1. 9 hr ago

    He Built A Live Quant Stock Portfolio That Shocked Me | Ft. Rishabh Nahar | Kushal Lodha #349

    Rishabh Nahar, Fund Manager at Qode Advisors, manages ₹600-700 crore and has delivered a 31% annualised return since November 2024-a period where Nifty was flat to negative. In this episode, Rishabh breaks down exactly how quant investing works, why 68% of active fund managers fail to beat the benchmark over 10 years, and how a simple rules-based system using quality, valuation, and momentum filters generated a ~29% CAGR over a decade. He also builds a live quant model on screen, explains the Fed's money printing cycles and why sitting on cash is a terrible idea, reveals why gold in INR terms has crushed gold in USD terms, and shares what he learned from Jim Simons and Ed Thorp-the legends who hacked casinos before conquering Wall Street.What You'll Learn:1. How a simple quant model using just 3-4 filters (quality, valuation, momentum) delivered ~29% CAGR over 10 years-and why you don't need to be a coder to do it.2. The Valuation Spread Indicator (VSI) that told Rishabh to avoid small caps in 2024- and why 73% of listed companies were overvalued at the peak.3. Why gold in INR gives 452% returns vs 239% in USD over the same period-and how currency depreciation is silently building (or destroying) your wealth.4. The US debt crisis explained: $39 trillion in debt, $11 trillion to refinance, and why the next round of money printing could dwarf 2020.5. Jim Simons' 66% CAGR secret: hire PhD physicists, not finance graduates-and Ed Thorp's shoe-mounted roulette device that changed investing forever.🔔 Hit SUBSCRIBE and turn on notifications so you never miss a deep dive with India's sharpest investing minds!#rishabhnahar #qodeadvisors #quantinvesting #quantinvestingindia #momentuminvesting #stockmarketindia #goldvsequity #jimsimons #konversationwithkushal #kushallodha

    1hr 37min

  2. 9 hr ago

    ₹2.2 Lakh Crore Fund Manager Reveals Where Smart Money Is Going | Kushal Lodha #348

    Rahul Singh, CIO of Tata Mutual Fund (₹2,20,000 Cr+ AUM), breaks down his investing framework built over 20+ years-from CRISIL credit rating to managing equity and hybrid funds at Tata AMC.1-How to identify if a stock has "priced in" surprises-IT sector case study2-Why gold is a de-dollarization hedge for the next 3–5 years, while silver behaves like a cyclical commodity3-Power sector value chain decoded-thermal utilities, EPC, transmission, equipment suppliers4-Free cash flow yield, EBITDA traps, and valuation metrics that actually matter5-Simple 3-fund construct for young investors — Multi Asset, Flexi Cap, Small CapSubscribe to Konversation with Kushal for deep conversations with India's top money managers every week.#TataMutualFund #PowerSectorIndia #GoldInvesting2026 #SmallCapFunds #AssetAllocation #FreeCashFlowYield #ITSectorOutlook #DeDollarization #MutualFundInvesting

    1hr 5min

  3. 9 hr ago

    He Found Multibaggers Using This One Google Search | Kushal Lodha #347

    In this episode of Konversation with Kushal, seasoned value investor Naresh Kataria-a full-time investor with a 26% Plus CAGR over 21 years-shares his data-driven framework for spotting investment opportunities before the market catches on. From using Google Trends to predict loan growth and consumer demand months in advance, to explaining why the gold bull market started when the US froze $300 billion of Russian reserves,how crude oil above $85 historically crushes Indian markets, and why aluminum is a better commodity bet than copper right now. He also breaks down second-order effects- how the Ukraine war sent shipping stocks up 3-4x, how the LPSS scheme turned PFC and REC from penny valuations to 1.2x book, and why GLP-1 weight loss drugs could quietly benefit Indian cotton exporters.Here's what you'll learn in this episode:1. Google Trends As An Investing Tool: How simple searches like "EMI calculator" and "bike loan" predict actual business growth months before it shows up in company results.2. Why Gold Is Still In A Bull Market: Central banks doubled their buying to 1,000 tonnes/year after the US froze Russian reserves-but the retail frenzy has already cooled off.3. Gold Financiers Over Gold:When gold prices rise, gold lending NBFCs get near-zero credit costs, operating leverage, and massive loan growth-a smarter indirect play.4. Crude Oil's $85 Danger Zone: When crude crosses $85 and is up 30% from lows, Nifty small caps historically return 27% but FMCG stocks hold up with an 88% win rate.5. Commodities Super Cycle: Global investor positioning in industrial commodity ETFs is still at just 0.25% vs 3% at the last peak-the bull market may just be getting started.If you want to think like a quant-minded value investor who finds opportunity inside every crisis, this conversation is a must-watch.🔔 Hit SUBSCRIBE and turn on notifications so you never miss a deep dive with India's sharpest investors!#KonversationWithKushal #NareshKataria #GoogleTrendsInvesting #GoldBullMarket #CommoditySuperCycle #SecondOrderEffects #ValueInvesting #StockMarketIndia #CrudeOilImpact #MultibaggerStocks

    1hr 50min

  4. 9 hr ago

    Finance Interview Mistakes That Cost You the Job | Body Language Expert | Kushal Lodha #346

    In this episode of Konversation with Kushal, India's first micro-expressions decoder and body language expert Kanan Tandi-founder of Body Speaks Better-reveals the hidden signals every person leaks without saying a single word. From decoding why Samay Raina enters a stage like he already owns the crowd, to why Ranveer Allahbadia's listening face gets trolled while Raj Shamani mirrors every guest perfectly, Kanan breaks down the body language of Shah Rukh Khan, Dr. S. Jaishankar, Donald Trump and even Virat Kohli vs MS Dhoni. She shares her 7-step method to catch a liar, the biggest mistakes 18-25 year olds make in job interviews, how to read a handshake in seconds, and the 5 areas of alignment every couple must check before saying yes to an arranged marriage. Whether you're walking into your first interview, sitting across a potential life partner, or just want to read people better, this masterclass will change the way you see every conversation.Here's what you'll learn in this episode:1.How To Spot A Liar In 7 Steps: The baseline rule, why "withdrawals" expose a lie long before words do, and how silence becomes the final nail in the coffin.2. Crack Your Next Job Interview:Why your "Tell Me About Yourself" answer must change for every role, the response latency trick, and why a clean listening face matters more than what you actually say.3.Decoding Celebrities & Leaders: What Samay Raina's grand entry, Jaishankar's one-sided smirk, Trump's pulling handshake and SRK's evolution really reveal about confidence, power and control.4.The Handshake Code:How a bone-crushing grip, an endless shake, or hands buried in pockets instantly tell you who's confident, dominating, manipulative-or secretly very lonely.5. 5 Alignments Before Marriage: The Physical, Emotional, Financial, Psychological and Spiritual checklist-and the exact body language cues that decide whether it's a yes or a hard no.If you want to read people, build real confidence, and never get fooled by a fake smile again, this conversation is a must-watch.🔔 Hit SUBSCRIBE and turn on notifications so you never miss a deep dive that helps you grow sharper every week!#KonversationWithKushal #KananTandi #BodyLanguage #BodyLanguageExpert #MicroExpressions #HowToSpotALiar #InterviewTips #NonVerbalCommunication #BodyLanguageDecoded #KushalLodha

    1hr 57min

  5. 9 hr ago

    Why This Economist Keeps Money In FDs | Kushal Lodha #345

    In this hard-hitting episode of Konversation with Kushal, noted economist and best-selling author of the Easy Money trilogy, Vivek Kaul, delivers the most honest, data-backed reality check on the Indian stock market that no influencer will give you. From decoding why retail investors always rush in at the exact peak, to calling out the "bacha party" of finfluencers telling people to break their FDs and go all-in, Vivek brings decades of forensic financial writing to expose what's really happening beneath the bull-run hype. He explains why CAGR is growth and not a guarantee, why "return OF capital matters more than return ON capital," why Warren Buffett should be your inspiration but not your role model, and shares his own boring-but-bulletproof portfolio. Whether you're an SIP investor, a small-cap chaser, or someone confused about gold, silver and the falling market, this is the conversation that will change how you think about wealth forever.Here's what you'll learn in this episode:1. The Reverse Law of Demand- Why investors only wake up after prices have already peaked, proven with the shocking gold ETF data where 36% of all inflows came in just two months at the top.2.CAGR Is Growth, Not a Guarantee The river-depth truth about "average" returns, why the Nikkei gave 0% for 35 years, and why those 15% SIP projections are dangerously misleading.3.Should You Stop Your SIP?-The fallacy of composition explained simply, and why SIP quietly became a victim of its own success in India's small and mid-cap space.4.The Finfluencer & Mis-selling Trap-Why anyone with a real money-making formula will never sell it to you, plus the ULIP, sectoral fund and crypto mis-selling happening right now.5.Japanese Housewives & The Yen Carry Trade-How Mrs. Watanabe's investment choices quietly move the Indian stock market, and the global money flows that fueled this entire rally.If you want to invest with humility, protect your capital, and stop falling for the hype cycle, this masterclass is a must-watch.🔔 Hit SUBSCRIBE and turn on notifications so you never miss a deep dive with India's sharpest financial minds!#VivekKaul #KushalLodha #KonversationWithKushal #SIPInvesting #ReverseLawOfDemand #YenCarryTrade #FallacyOfComposition #GoldETF #Finfluencers #StockMarketIndia

    1hr 36min

  6. 9 hr ago

    AI Is Creating A New Stock Market Boom In India Here's Why | Kushal Lodha #344

    In this powerful episode of Konversation with Kushal, Kaustubh Ropalekar-Chartered Accountant, Founder & Managing Partner of Alpha Wealth Avenues, and an investor who has compounded his personal portfolio at over 30% CAGR for the last decade-breaks down the single biggest megatrend shaping India's next decade: Data Centres. From turning his initial capital into a 70X winner with CCL Products and catching a 100-bagger in Eicher Motors, Kaustubh shares the exact frameworks behind his multibagger journey and then decodes the entire Data Centre value chain for retail investors. He explains why "Data is the new Oil," why India's demand is 16X its current supply, how the AI boom is really a power and cooling story, and walks through the full architecture of a data centre- hyperscalers, colocation, captive and edge centres, GPUs vs CPUs, immersion cooling, and the ₹150 crore per megawatt cost structure. Most importantly, he reveals why he won't invest in data centre companies directly-and where the real "picks and shovels" money is being made instead. Whether you are a new investor or a seasoned one, this is a complete masterclass on margin of safety, sector cycles and spotting the next big structural theme before the market does.Here's what you'll learn in this episode:1. The Multibagger Mindset: How Kaustubh spotted a 70X (CCL Products) and a 100X (Eicher Motors), and the exact thesis behind both before they ran.2. Margin of Safety Decoded: The full pendulum framework of price vs value - price-to-perfection, value traps, asymmetric opportunities, and how to know exactly when to buy and when to exit.3. The Data Centre Value Chain: Why "Data is the new Oil," why India's demand is 16X its supply, and the four types of data centres every investor must understand.4. Why AI = Power + Cooling: How a single AI query consumes 10X more electricity than a Google search, and why power and cooling-not chips-are where the real opportunity lies.5. Picks & Shovels Investing: Why Kaustubh avoids data centre companies directly and instead bets on the ancillary value chain-cooling, power, cables and connectivity microcaps.If you want to understand how a CA-turned-fund manager actually researches a sunrise sector and builds real, scalable wealth, this conversation will change the way you look at investing forever.🔔 Hit SUBSCRIBE and turn on notifications so you never miss a deep dive with India's sharpest investing minds!#kaustubhropalekar #alphawealthavenues #datacentrestocks #datacenterindia #aistocksindia #multibaggerstocks #marginofsafety #picksandshovels #konversationwithkushal #kushallodha

    2 hr

  7. 14 Jun

    The Man Who Found 100x Stocks Before Everyone Else | Ft. Ashish Chugh | Kushal Lodha #343

    In this episode of Konversation with Kushal, legendary small-cap investor Ashish Chugh-founder of Hidden Gems Advisory and the man who has read over 4,500 balance sheets — decodes the exact framework behind his biggest multibaggers including Avanti Feeds (100X), Natco Pharma (70X), Greenply (60X) and Bajaj Finserv (50X). Ashish breaks down his 3Q framework — Quality of Business, Quality of Management and Quality of Balance Sheet — and explains why he ignores PE ratios, why he actively hunts loss-making companies with positive cash flows, and why a stock available at ₹4 crore market cap once turned into a 100-bagger in just 3 years. He shares the raw psychology of small-cap investing, the difference between a company performing and a stock performing, and why "stomach for profits" matters more than IQ. From decoding the GVK Power write-off, the demerger arbitrage plays in Marico-Kaya and Arvind Smart Spaces, why SME IPOs are a strict NO, to how he turned ₹34 lakh into ₹8 crore between 2003-2005 — this is a masterclass for anyone serious about micro-cap and small-cap investing.Here's what you'll learn in this episode:1.The 3Q Framework: Why Quality of Business, Management and Balance Sheet-in that order — is the only filter Ashish uses to spot hidden multibaggers under ₹500 crore market cap.2.Why Loss-Making Companies Make The Best Buys: The exact reason a stock with ₹685 crore loss and ₹17 crore positive cash flow can be a no-brainer-and how to spot the difference.3.Stock Performance vs Company Performance:The single biggest mistake retail investors make, and why Ashish buys MORE when the company performs but the stock falls.4.The SME IPO Trap:Why 80% of SME IPOs trade 50-90% below their listing highs, and why secondary markets still offer better value than primary issues today.5. Demerger Arbitrage Explained:How small demerged entities like Marico Kaya and Arvind Smart Spaces turned into 10-20X returns in just 2 years — and how to spot the next one.If you want to understand how India's most respected small-cap investor actually thinks about risk, patience and balance sheets, this conversation will change the way you look at stocks forever.🔔 Hit SUBSCRIBE and turn on notifications so you never miss a deep dive with India's sharpest investing minds!#ashishchugh #hiddengems #smallcapinvesting #multibaggerstocks #microcapinvesting #valueinvestingindia #stockmarketindia #balancesheetanalysis #konversationwithkushal #kushallodha

    1hr 26min

  8. 14 Jun

    He Built A Multi-Crore Business From Waste Tyres | Horizon SME IPO | Kushal Lodha #342

    In this episode of Konversation with Kushal, Mohit Bajaj, Founder of a fast-growing tyre recycling company heading for its IPO, breaks down how he built a 50 crore turnover business from scrap tyres - and why he believes the more fear you feel, the bigger the profit. From taking a ₹4 crore loan in 2005 by pledging his own house, to decoding the EPR (Extended Producer Responsibility) model, and the difference between natural, synthetic and recycled rubber, this is a raw masterclass on risk, conviction and building wealth from waste.Here's what you'll learn in this episode:1. The Risk = Profit Mindset: Why Mohit runs his business in the zones that scare him, and how fear is the truest signal of real growth.2. The EPR Goldmine: How EPR credits (just like carbon credits) created a new revenue stream that doubled his margins.3. Tyre Recycling Decoded: The full B2B model - crumb rubber, reclaim rubber, pyrolysis plants and who actually buys this material.4. White Spaces For New Entrepreneurs: Low-investment ideas you can start with ₹20-25 lakh and recover ROI in 2 years. Hit SUBSCRIBE and turn on notifications so you never miss a deep dive with India's sharpest business builders!#MohitBajaj #KushalLodha #TyreRecycling #IPOAnalysis #BusinessMindset #RubberRecycling #Entrepreneurship #StartupIndia #EPRCredits #ManufacturingBusiness #RiskTaking #BusinessGrowth #SaharanpurIndustrialist #WealthCreationIndia

    1hr 15min
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About

Kushal Lodha is a qualified Chartered Accountant who achieved AIR 5 in CA Finals, AIR 5 in CA Inter, and AIR 6 in CA Foundation. Furthermore, he has successfully completed all levels of CFA and ACCA, attaining a World Rank 3 in ACCA. This podcast caters to the aspiring entrepreneurs of India, offering invaluable insights to kickstart your journey from Zero to One. Additionally, Kushal Lodha is an esteemed part-time content creator, boasting a cumulative following of over 600k+ on social media. He was also honored as LinkedIn's Top Voice for the year 2022.

Information

  • Creator
    Konversation with Kushal
  • Years Active
    2024 - 2026
  • Episodes
    347
  • Rating
    Clean
  • Copyright
    © Konversation with Kushal
  • Show Website
    Konversation with Kushal

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