In January 2023, my daughter Hannah and I went on a ten-day trip to India. Our final destination was Mumbai, where I spoke at the CFA Society of India's annual conference. I discussed my thoughts on India, sideways markets, idiocy of efficient markets theory, the importance of having the right clients, the impact of interest rates on the economy and the housing market, how we analyze companies and a lot more. 
 

Chapters:

0:00 - Introduction 0:51 - Excitement about India's Future 2:43 - Sideways Markets: Why is it Important? 10:37 - Introduction to my book "Soul in the Game" 11:52 - Why is Stoic Philosophy essential? 15:50 - How I Invest? 18:10 - How I Don't Compare Myself to Others? 20:50 - Is a Recession coming? 26:32 - Investing in a Recession 30:17 - Housing Market 35: 36 - Efficient Markets 38:58 - Evaluating Companies 41:30 - Deep Concerns about India 43:40 - What Sector Are You Bullish On?

After the trip, I wrote a very lengthy essay about our experience in this amazing country (you can read it here).

More By This Author: