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Dec 24 • 15 tweets • 12 min read
A thread of the 10 best podcast episodes (& series) I listened to this year #2022inreview

PS : I use @Spotify as my platform, so hyperlinks are from there. In the case of the series, I have shared a link to the first episode.

This is across genres. RT for wider benefit.
(1) For over ~4hrs, @amitvarma and @BShrayana discuss the complexities of being a woman in India. Context is the latter's wonderfully written - "Desperately Seeking Shah Rukh" which is a cleverly disguised economics book talking about movies.

open.spotify.com/episode/5JVmQU…
(2) Summarizing gist of the business is a forte of @bizbreakdowns and this one chronicling GE's dominance and decline is a treat, specially inputs coming from Josh Aguilar, @MorningstarInc analyst who has tracked the company closely for many yrs.

open.spotify.com/episode/50CTSn…
(3) There were many highs & lows in cricketing career of @robbieuthappa (T20WC, IPL*3 winner) but post retirement this year, he talked in great detail about his dysfunctional family & depression during early years.

Trigger warning : Suicide is discussed.

open.spotify.com/episode/5RLuFu…
(4) @ShaneAParrish and @kunalb11 discuss on @TKPPodcast about what motivates people, and how observing trends hiding in plain sight can give success in the long run. Brownie points for discussing these points in Indian businesses setting and context.

open.spotify.com/episode/2jNtpZ…
(5) Will Thorndike & @patrick_oshag explore the power of multi-decade holding periods & the shared characteristics of businesses that are able to compound returns at high rates for abnormally long periods of time. Great listen to all investors!

open.spotify.com/episode/1HDSij…
(6) @bhogleharsha and @Microsoft come together for this 8-episode series to tell about the kind of metamorphosis that is possible at the intersection of human & AI.

Topics include #weather forecasting, agriculture yields & preservation of monuments.

open.spotify.com/show/0BEAHstuH…
(7) @safalniveshak conversation with @AnnieDuke on 'One percent show' goes in depth on how to make sound decisions and the power of quitting.

Her latest book : Quit: The Power of Knowing When to Walk Away is on my TBR list for 2023.

open.spotify.com/episode/6pdZQO…
(8) Energizing India podcast series focuses on #electric vehicle mobility, the #E-Mobility industry, and how rapid change can be brought about to grow this industry in India. A great primer to understand and build a base about this theme!

open.spotify.com/show/31CpjZm9D…
(9) Looking for a discussion on individual sectors of India - from e-commerce to gaming to fintech?

Listen to the conversation between @sajithpai and @RomeenSheth talking about the frameworks to understand the real growth in India

open.spotify.com/episode/3mQ2gk…
(10) 'The prince' by @TheEconomist about Chinese President Xi tracks his life from early family days to political career and finally ends with an episode on his 3rd term after Congress party this Oct. What does it mean for China and the world in total?

open.spotify.com/show/62dyKz8nK…
Special mention to podcasts I listen regularly:

#paisavaisa by @b50 on @IVMPodcasts

@DesiCrime by @AryaanMisra and @aishawarmas

@finshots

#FirstPrinciples by @TheKenWeb

#Fromthebookshelves by @ForbesIndia
Standard disclaimer : This is the best 10 chosen from 300+ odd podcasts I have listened to over the year, in no particular order of preference.

If you have any of your favourite podcasts from 2022, do share with a link.
If you want access to more of my podcasts, readings etc every week, consider subscribing to #AKGweekendreadings. We release the newsletter every Friday post market hours (it's free)

amitgupta.substack.com
And yes, early days but our own podcast at @fintrekk - short bytes about Indian financial markets. Do subscribe, share and like. More to come in 2023!

open.spotify.com/show/2iySw5lmT…

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More from @amitgupta0310

Amit Kumar Gupta Profile picture
Nov 29
Certain business channels allowing ONLY SEBI registered analysts & advisors to come on their shows from NOW ON after all this brouhaha is just hogwash.

This should have been done always in the past but that's not how money is made on channels.
Eventually all business channels need to survive which means more hits and clicks across various social media platforms. So called finfluencers provided that on a platter, regulation be damned.

So now following the RA (2016) or RIA (2013) regulations smells of hypocricy.
Every finfluencer has been blantantly disregarding RA/RIA regulations for years in the name of 'only for educational purposes'.

Regulations are clear, if you want to talk about stocks across ANY platform, get a license from SEBI. But this has been rarely practiced.
Read 9 tweets
Amit Kumar Gupta Profile picture
Mar 7
Quite a lot of investors are worried about the FPIs dumping Indian equities and concluding that this is the prime reason for the ongoing correction in stock prices.

A 🧵 to understand details about FPIs buying and selling in financial markets before jumping to conclusions
(1) FPIs are NOT a uniform class of investors.

Some examples:

Pension funds - very long term horizon (multi-decades)
Hedge funds & AIF - very short term horizon (3-6m)
EM funds - buy/sell as basket including India
ETFs - MSCI, iShare EM, iShare Asia, FTSE
(1a) All these investors differ in Investment:

- Horizon
- Objectives
- Strategies

They rarely act in unison as the universe of investible stocks is also different.

To assume that all FPIs are selling at the same time violating the mandate & exiting India is bit overdramatic.
Read 19 tweets
Amit Kumar Gupta Profile picture
Mar 5
A good article on the challenges of working as SEBI registered Investment advisor (RIA). The new norms have come from Oct-20 and it has caused more harm than good.

A short thread 🧵
(1) The 2yr PG in "relevant stream" clause is filled with roadblocks (Earlier it was only PG). Forcing RIAs to do a PG degree that too of 2 yrs is bizzare. Many professional certifications like CS were removed from the equivalent PG category overnight.
(2) Foreign PG degrees of 2 yrs require equivalent certificate from Indian authorities which is a pain specially if considerable time has passed for PG. Its like running from pillar to post. Proving "relevant stream" again has been an uphill task.
Read 9 tweets
Amit Kumar Gupta Profile picture
Dec 25, 2021
A thread of best twitter threads I read this year #2021inreview #twitter #threads
(1) Why does Red Bull own an F1 team?
(2) Unique and interesting cricket trivia
Read 17 tweets
Amit Kumar Gupta Profile picture
Jan 9, 2021
A thread on cumulative FII inflows into India in the CY2020

Background  : This was a widely shared link on social media and also tweeted by FM @nsitharaman amid a lot of discussion around the strong foreign inflows in Indian equities.

moneycontrol.com/news/business/…
India received ~1.6 lakh crore in FII flows last calendar year when most Asian and emerging markets witnessed outflows. This is encouraging stuff one would say. However, this is not the complete story.
The total flows in Secondary markets (Debt + Equity but not including FDI deals in primary markets) are marginally positive. It means as yields collapsed, FIIs switched from Indian debt to Indian equities.

In fact, last 6 CYs (2015-2020) net flow in debt & equity is negligible.
Read 9 tweets
Amit Kumar Gupta Profile picture
Sep 24, 2020
A thread on the new Registered investment advisors (RIA) regulations which are coming to effect from 30th Sept, 2020

SEBI came up with the final regulations/explanations yesterday. Here is the link to the circular

sebi.gov.in/legal/circular…
(Q1) Are there any new changes apart from the one notified in 1 July, 2020 and effective now?

Not much, but SEBI has given few clarifications where RIA has raised doubts. Good news is there are no further burden. The new guidelines are almost similar to the consultation paper.
(Q2) So, segregation for clients with respect to advisory and distribution remains?

Yes. Client has to choose one at the time of onboarding itself. Existing clients also need to choose one if they were doing both with same RIA.

Existing investments can continue to hold.
Read 13 tweets

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