『Markets Cycles, Fear & Timing: The Long-Term Playbook ft. Rajeev Thakkar』のカバーアート

Markets Cycles, Fear & Timing: The Long-Term Playbook ft. Rajeev Thakkar

Markets Cycles, Fear & Timing: The Long-Term Playbook ft. Rajeev Thakkar

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2026年5月12日まで。4か月目以降は月額1,500円で自動更新します。

概要

 In this insightful conversation, Rajeev Thakkar, CIO of PPFAS Mutual Fund, shares powerful lessons from his journey in India’s financial markets. Drawing from decades of experience, he breaks down how investors should think about market cycles, valuations, and long-term wealth creation. From skepticism around crypto to the realities of IPOs and expensive sectors, this episode offers a grounded, no-noise perspective on investing. This podcast explores how discipline, patience, and rational thinking can help investors navigate volatility and build sustainable wealth over time. Key topics covered: • Cycles of greed and fear in markets • Why volatility is normal and unavoidable • Crypto, gold & assets with no inherent cash flow • Reality of new-age tech companies and cash-burn models • IPO investing and why retail investors are often late • Valuation concerns in consumption and FMCG sectors • How equity investing is becoming more democratic in India • Practical portfolio strategy for beginners Rajeev Thakkar also shares practical insights on staying rational during market extremes, avoiding hype-driven investing, and why long-term thinking is the biggest edge for investors. --- Chapters 00:00 Introduction & Market Reality Check 08:45 Markets = Greed vs Fear Cycles 12:10 Should You Exit the Market? 15:30 Stocks Are Businesses, Not Prices 18:50 Why Even Good Stocks Fall 23:22 Crypto, Gold & No Cash Flow Assets 27:00 New Age Tech: Real Use Case, Risky Valuations 30:00 IPO Reality: Why Investors Are Late 32:30 Expensive Valuations in Consumption 35:00 Beginner Portfolio Strategy (₹5L Example) 36:40 Expected Returns from Indian Markets 37:30 India’s Opportunity & Risks 39:00 Final Takeaways: Think Long-Term Every episode gives you: • Real wealth-creation frameworks • Business insights from top investors • Investment lessons for long-term success • Mindset, risk-taking & decision-making wisdom • Decades of experience broken into actionable learning Whether you’re an investor, professional, or entrepreneur, this channel helps you understand how wealth is built from the people who've done it. --- 📌 Subscribe for: Wealth-building insights, leadership wisdom, investing journeys, market perspectives, and long-term planning. #WealthCreation #InvestingInsights #LongTermInvesting #MutualFunds #StockMarketIndia --- Subscribe Here ➜/ @wealthbymo Explore Our Other Channels: Markets by Motilal Oswal ➜/ @marketsbymo Trades with Motilal Oswal ➜/ @breakoutwithmo Learn with Motilal Oswal ➜/ @learnwith_mo Partners at Motilal Oswal ➜/ @partnersatmotilaloswal --- 📲 FOLLOW US ON Instagram ➜ / wealthbymo_official Download the RIISE App: Play Store ➜ [https://tinyurl.com/37eazzj7](https://tinyurl.com/37eazzj7) App Store ➜ [https://tinyurl.com/3t7kpzxk](https://tinyurl.com/3t7kpzxk) #RajeevThakkar #StockMarketIndia #InvestingTips #WealthCreation #LongTermInvesting #MutualFunds #FinanceIndia #PersonalFinance #Compounding #IndiaGrowth
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