In this episode I spoke to Prashant Krishna and Praveen Palande about: The recent SEBI circular mandating skin in the game for managers Capital allocation sins of ITC, which Praveen and I wrote about recently Value investing and small caps And a whole lot more. This was a fascinating and thoroughly enjoyable conversation given the sheer breadth of …

This is a really special episode for us because we have the person who inspired Indexheads, Sanjiv Shah on this episode. Sanjiv, for those of you who don't know, was the founder of Benchmark Asset Management which launched the first Index fund in India - the Niftybees ETF. Benchmark was the only AMC in India that had an indexing only philosophy and…

In this episode, I geek out over the less understood and misunderstood world of debt and debt mutual funds. My guest this week is the brilliant Rajiv Shatri. Rajiv is an economist, debt market specialist, and former CEO of Essel Mutual Fund. In this episode we talk about: The opacity of debt markets Why the open-ended structure of debt mutual funds…

People, we're super psyched that the investing with Indexheads podcast is now finally live. This has been some time in the making. The idea with this podcast is to decode the most important market events with some of the smartest people in the Indian markets. In this first episode, I speak to Pravin Palande, Editor - Markets and Finance ET Prime. W…