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We Talk Fin

We talk finance! Tune in for the latest market updates, trends and opinions. We also share insights into the investment strategies adopted by famous investors and also us noobies.
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Episodes

Rest In Peace Credit Suisse (1856 - 2023)

In this episode of WeTalkFin we talk about the collapse of Switzerland's oldest bank and explore how it collapsed. Do share your thoughts and feedback with us on our email - wetalkfin@gmail.com For updates about WeTalkFin & stock markets: Instagram: https://www.instagram.com/wetalkfin/

Apr 12, 202310 min

Personal Finance & Investment Advice for NRIs

Are you a Non-Resident Indian looking for some personal finance and investment advice? This podcast is just for you! In this episode we have Gayatri Jagdale sharing her insights and advice with regards to investing and portfolio building for NRIs. Gayatri is the founder of Fund-Matters and a SEBI Registered Investment Adviser (Registration No. INA000016931). She has over 10 years of experience in the finance industry, working for the financial services companies like L&T Mutual Fund, IL&...

Feb 23, 202319 min

Expected Market Returns Going Forward

In this short clip from our podcast with Himanshu, he talks about expected returns going forward You can now book an appointment with Himanshu, or other financial advisors like him through our platform Finscout. Full Video: https://www.youtube.com/watch?v=tBCN24PBJpE Who Should you take Investment Advice From: https://youtu.be/bo7LGGJJOGc Himanshu Appointment - https://finscout.in/advisor/himanshu-pandya/ Finscout - https://finscout.in

Dec 09, 20224 min

Getting Started With Investing

In this episode by WeTalkFin we have a casual conversation with Mr. Himanshu Pandya about getting started with investing. Himanshu has a rich and diverse experience in Indian Asset Management industry spanning over 2 decades. He has served well established organizations in Indian investment management industry in various capacities, such as SVP & National Head – Portfolio Management Services at ICICI Securities and Director & Head – Products at Franklin Templeton India AMC. Here Himanshu...

Dec 09, 202214 min

India's Next Bull Run (2.0)

An article was written 20 years back, predicting it. A podcast, has been made today, predicting the same.

Sep 04, 20224 min

Tata & Reliance VS Uber & Ola

Tata Motors & Reliance Industries are working together and supporting Blu Smart, a direct competitor to Ola & Uber! Do share your thoughts and feedback with us on our email - wetalkfin@gmail.com For updates about WeTalkFin & stock markets: Instagram: https://www.instagram.com/wetalkfin/

Jun 18, 20223 min

Paytm's Path to Profitability

In this episode, we cover how Paytm might be on track to profitability. Do share your thoughts and feedback with us on our email - wetalkfin@gmail.com For updates about WeTalkFin & stock markets: Instagram: https://www.instagram.com/wetalkfin/

Jun 05, 20225 min

Tata Motors Resurrection: from dragging its feet to driving the EV revolution

In this episode of WeTalkFin, we talk about the strategic transformation of Tata Motors. We discuss why Tata Motors was struggling and how the new leadership in place brought about certain changes to transform the company. Do share your thoughts and feedback with us on our email - wetalkfin@gmail.com For updates about WeTalkFin & stock markets: Instagram: https://www.instagram.com/wetalkfin/

May 26, 20225 min

THE $500,000 STOCK

In this episode of WeTalkFin, we talk about the most pricey stock in the world: Berkshire Hathaway. We discuss the business and its origins. Do share your thoughts and feedback with us on our email - wetalkfin@gmail.com For updates about WeTalkFin & stock markets: Instagram: https://www.instagram.com/wetalkfin/

Mar 15, 20223 min

Russia - Ukraine Crisis: Commodities & Inflation

In this episode of WeTalkFin, we discuss the impact of the Russia - Ukraine crisis from a macroeconomic and stock market perspective. Do share your thoughts and feedback with us on our email - wetalkfin@gmail.com UNICEF LINK - https://www.unicef.org.uk/donate/donate-now-to-protect-children-in-ukraine/ gclid=CjwKCAiAprGRBhBgEiwANJEY7HeEmDRXWE1S8E7efCrD8BveGjBTFYDuoj_MKJedZyAMJk3W98dZwBoCtB0QAvD_BwE For updates about WeTalkFin & stock markets: Instagram: https://www.instagram.com/wetalkfin/...

Mar 13, 20224 min

WHY ARE THE MARKETS FALLING!?

In this episode of WeTalkFin, we try understanding the recent decline in tech stocks and cryptocurrencies. We explore both the fundamental and market driven reasons behind the sell off. Do share your thoughts and feedback with us on our email - wetalkfin@gmail.com For updates about WeTalkFin & stock markets: Instagram: https://www.instagram.com/wetalkfin/

Jan 22, 20224 min

Why Analysts Might Be Wrong About Steel Stocks!

In this episode of We Talk Fin we discuss why analysts might be wrong about their downgrades for steel stocks. We consider the example of SAIL to understand the thesis better. Could this be a money making opportunity? Do share your thoughts and feedback with us on our email - wetalkfin@gmail.com For updates about WeTalkFin & stock markets: Instagram: https://www.instagram.com/wetalkfin/

Jan 12, 20223 min

7 Lessons For Your Investment Journey in 2022

In this episode of WeTalkFin, I share 7 time-tested lessons for your investment journey in 2022. Do share your thoughts and feedback with us on our email - wetalkfin@gmail.com For updates about WeTalkFin & stock markets: Instagram: https://www.instagram.com/wetalkfin/

Jan 03, 20224 min

Why Did The Indian Markets Decline?

In this episode of WeTalkFin we try understanding why the Indian markets have corrected. We look at why FIIs have been selling and if this is likely to continue going forward! For updates about WeTalkFin: Instagram: https://www.instagram.com/wetalkfin/

Dec 28, 20213 min

Buying on Margin & My Experience with it!

In this episode of WeTalkFin, we look at what buying on margin is and examine the pros and cons. Further, I share my experience with buying on margin: the good and the bad. Instagram: https://www.instagram.com/wetalkfin/

Dec 24, 20216 min

Turkey's High Inflation & Falling Lira

Over the last 3 months the Turkish Lira has been in a free fall, declining nearly 50%. The inflation in the country stands at 21%, however Turkey's president Erdagon wants to decrease interest rates even further! In this episode of We Talk Fin we try understanding the situation in Turkey better. For updates about We Talk Fin: Instagram: https://www.instagram.com/wetalkfin/

Dec 21, 20213 min

Candid Convo With a $15 million 21 Year Old Trader!

In this episode of We Talk Fin, I interview one of my good friends from Bahrain Ahmed Al Maskati. We go on to discuss how he got into the stock markets and have him compare his experience in the middle eastern and american markets. We then go on to understand the rationale behind some of his past and present trades and discuss what he might buy or sell going forward. Lastly, we end with his opinion on crude oil consumption and crude oil prices in the short, medium and long term! Disclaimer: Neit...

Dec 17, 202117 min

Why Is US Inflation at a 40 Year High & What's Next?

In this episode of We Talk Fin we explore why US Inflation is at a 40 year and what this means for the economy going forward. We explore both the supply side issues and the demand side push to understand this better. For updates about We Talk Fin: Instagram: https://www.instagram.com/wetalkfin/

Dec 14, 20215 min

The Evergrande Fu*k Up!

What led to a Fortune 500 company's stock to fall 87% in just one year? Is this the start of the next great recession? In this episode of WeTalkFin, we look at the Evergrande situation, try understanding what led to the crisis in the first place and analyse the possible ripple effects.

Dec 09, 20214 min

Omicron Variant: Buying the dip?

The news regarding the omicron variant has shaken the global markets and policy makers all around the world over the last two weeks. Travel restrictions are back and so are covid measures and mandates in several parts of the world, including here in the UK. The markets have taken a hit. Dow Jones is down about 5% from its peak of over 36500 in November and Nifty 50 is down 7-8% from its high of 18600. However, amongst all this panic JP Morgan’s top strategist Marko Kolanovic has recommended buyi...

Dec 05, 20212 min
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