Best Asset Class Commentary Podcasts (2025)

1
ESOPs Demystified: Taxes, Dilution & the Path to Wealth in India! 1:02:36

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6d ago1:02:36

1:02:36

ESOPs (Employee Stock Options) are one of the least understood parts of compensation in India. Are they wealth creators or just glorified lottery tickets? We break down everything you need to know, the trade-off between salary and ESOPs, the risks of taxation and dilution, and how exits, IPOs, and secondary markets really work. From early employee …

1
Aging Gracefully, Investing Wisely: Featuring Focus Healthcare Partners 37:43

20d ago37:43

37:43

In this episode, host Greg Dowling speaks with Paul Froning and Michael Feinstein from Focus Healthcare Partners, a firm dedicated to investing in senior housing and healthcare-related properties. Their conversation explores how demographic shifts and changing consumer expectations are reshaping the senior living industry for the better. Paul and M…

51
Wealth as a Tool, Joy as the Goal 1:19:48

1M ago1:19:48

1:19:48

What if money wasn’t the goal… but the tool? Deepak Shenoy and Shray Chandra dive deep into how money can enable experiences, freedom, and meaning, instead of becoming an end in itself. 00:00 Intro 02:33 GDP, Good Life, and Getting Real About Returns 15:14 The Real Cost of Wealth (and the Price of a Good Life) 31:20 Planning for Joy, Not Just Retur…

1
Where's the Promise of Biotech? Featuring Peter Kolchinsky 39:04

2M ago39:04

39:04

In this episode of FEG’s Insight Bridge Podcast, Greg Dowling speaks with Peter Kolchinsky, Managing Partner at RA Capital. Together they delve into the drivers and details of today’s biotech industry, how to foster innovation and why Peter is optimistic about biotech’s ability to address autoimmune disorders. Peter shares RA Capital’s investment a…

1
The Saga of the Jane Street Trading Scandal 1:19:25

2M ago1:19:25

1:19:25

In this episode, Deepak and Shray unpack the SEBI allegations against global trading giant Jane Street and explore whether this is a case of shrewd arbitrage or market manipulation in India's underregulated options landscape. In doing so, they reveal deeper structural issues. An outsized derivatives market, regulatory blind spots, tax inequities, a…

1
Hedging Risk, Accessing Opportunity with Dave Thomas 38:14

3M ago38:14

38:14

In this episode of FEG’s Insight Bridge Podcast, Greg Dowling chats with Dave Thomas, founder of Atalan Capital Partners. They discuss the challenges and opportunities in the hedge fund industry, the impact of structural and cyclical headwinds and Atalan's valuation-based investment approach. Dave also shares his insights on emerging trends like ge…

1
Make your own pension 1:27:53

3M ago1:27:53

1:27:53

Indian retirement planning for long has been centered on your children being successful and them supporting you in your golden years. But, times are changing, with the rise of nuclear single child households, new pension options and easier access to capital markets, retirement planning also has to change. In this conversation, Deepak and Shray disc…

1
Is War Good for the Economy? 1:23:52

4M ago1:23:52

1:23:52

In this wide-ranging chat, Shray plays devil’s advocate while Deepak unpacks why conflict often jump-starts economies, how India’s defence binge could spill over into everything from lithium mining to 10-minute groceries, and why a 70-hour work-week isn’t the villain Twitter thinks it is. Returns—not patriotism—ultimately determine whether CapEx en…

1
Mining for Alpha: Featuring Kinterra Capital 45:30

4M ago45:30

45:30

In this episode of the FEG Insight Bridge Podcast, Greg Dowling sits down with Cheryl Brandon and Kamal Toor, the founders and managing partners of Kinterra Capital. They discuss the transformative impact of AI on the mining industry and the critical role of essential minerals like copper, nickel, magnetite, and manganese in today’s and tomorrow’s …

1
Are Mutual Funds only Sahi for the Middle Class? 1:32:45

5M ago1:32:45

1:32:45

Mutual Funds are often seen as the McDonalds of the investment world. They are ubiquitous and convenient, and yet, they are seen to lack the prestige of a fine dining experience aka Private Equity et al. In this episode, we take on the big question: Are mutual funds only for the salaried middle class, or is there a bigger story here? Deepak and Shr…

1
Do You Believe in Miracles? Featuring Jack O'Callahan 47:09

5M ago47:09

47:09

In this episode of the FEG Insight Bridge Podcast, Greg Dowling sits down with Jack O'Callahan, a member of the legendary 1980 "Miracle on Ice" U.S. Olympic hockey team. Jack shares his incredible journey from playing street hockey in Boston to becoming part of perhaps the greatest upsets in sports history. He recounts the intense preparation and t…

1
No Passport Needed: Your Guide to Global Investing 1:00:13

5M ago1:00:13

1:00:13

In this episode, Deepak and Shray unpack the ins and outs of international investing—why it matters, when it makes sense, and who it’s really for. From rupee depreciation to political and geographical risks, they explore the key reasons to diversify your portfolio beyond India’s borders. They also discuss a crucial question: At what level of capita…

1
Changing the World Order: Tariff Edition 52:43

6M ago52:43

52:43

At this point, you’ve probably read enough about tariffs to last a lifetime. But what if we told you the real story isn’t just about import duties or Donald Trump’s next announcement; it’s about a slow unraveling of the world order we’ve all taken for granted In this episode, Deepak and Shray dig into how the US once helped shape a global economic …

1
Exchange Traded Funda: How ETFs Work 1:15:17

6M ago1:15:17

1:15:17

ETFs have taken over the world, or at least that’s what you’d believe if you spent any time reading financial media in the US. Passive investing! Low costs! No fund manager egos! And of course, that looming prediction: “ETFs will destroy price discovery!” But in India? Crickets. While ETFs have become mainstream in the US, with trillions of dollars…

1
Emerging Unscathed: Featuring Ali Akay 34:18

6M ago34:18

34:18

In this episode of the FEG Insight Bridge Podcast, Greg Dowling sits down with Ali Akay, Founder and CIO of Carrhae Capital and experienced emerging markets investor. Ali shares his journey from central bank consultant to founder of a successful investment firm, embodying his personal mantra, "Struggling, I emerge." His perspective on macroeconomic…

1
The Unexpected Impact of investing in Mutual Funds and Pooled Vehicles 58:31

7M ago58:31

58:31

Deepak and Shray discuss the unexpected quirks and consequences of investing in mutual funds and pooled vehicles in general. The discussion covers how your returns and experiences can be impacted by other investors' actions, including issues with inflows, outflows, cutoff timings, and NAV calculations. Specific cases like DHFL, Yes Bank, and Zee pr…

1
The Winner's Mindset with Jason Fowler 28:19

7M ago28:19

28:19

In March’s episode of the FEG Insight Bridge Podcast, Greg Dowling talks to Jason Fowler about what it takes to develop the mindset of a winner. From his devastating motocross injury as a teenager to his path to overcoming obstacles, to his success as an adaptive sports champion, coach and mentor, Jason’s search for his “true north” can help and in…

1
Profit Shares & Performance Fees: Are They Really Worth It? 1:03:53

8M ago1:03:53

1:03:53

In today’s episode, we break down profit shares and performance fees, one of the most debated topics in the asset management industry. Are they a fair way to align incentives, or just another way for fund managers to charge more? We get into the nitty-gritty of who can charge performance fees in India and how it works, the meaning of terms like man…

1
Hear the Bengal Growling: Featuring Malabar Investments 44:04

8M ago44:04

44:04

In the February episode of the FEG Insight Bridge Podcast, Malabar Investments Advisors Sumeet Nagar and Akshay Mansukhani join FEG CIO Greg Dowling in an in-depth discussion. This month they analyze the differentiating quality of the Indian market versus other emerging markets and the importance - and benefit - of a comprehensive understanding of …

1
Budget 2025: More Money in Your Hands 28:23

8M ago28:23

28:23

Deepak and Shray analyze the implications of this budget on consumption, manufacturing, investments, and its impact on your wallet. ---- More about us: https://cm.social/pms Connect with us : https://cm.social/pms-connect Deepak's Twitter: @deepakshenoy Shray’s Twitter: @shraychandra Capitalmind Twitter: @capitalmind_in…

1
The Thoughtful Contrarian: Featuring Ben Inker 49:00

9M ago49:00

49:00

Discover a fresh perspective: Ben Inker of GMO examines market trends and potential investment strategies for 2025. On this episode of the FEG Insight Bridge Podcast, we are joined by Ben Inker, Co-Head of Asset Allocation and Portfolio Manager at GMO, in a conversation exploring market trends and investment strategies for 2025. Ben and FEG CIO Gre…

1
The fight between the Dollar and the Rupee 1:12:16

9M ago1:12:16

1:12:16

In this episode, Deepak and Shray dive deep into the dynamics of the Dollar-Rupee equation. With the rupee at 85 to the dollar, what does this mean for us as investors and consumers? Are we losing 3-4% in dollar terms every year without realizing it? And if so, does investing in global assets provide a better hedge? Join us as we break down histori…

1
The Golden Age with Max Belmont 37:52

10M ago37:52

37:52

On this episode of the FEG Insight Bridge Podcast, CIO Greg Dowling welcomes Max Belmont, Portfolio Manager and Senior Research Analyst at First Eagle Investments. Max discusses the growing interest in gold amid global economic uncertainties, exploring its role as a potential hedge against inflation and currency devaluation. The discussion also cov…

1
Are Foreign Investors (FIIs) Less Important Now? 1:05:53

10M ago1:05:53

1:05:53

Ever wondered if the Indian stock market still needs Foreign Institutional Investors (FIIs) now that domestic investors are stepping up? Shray and Deepak chew over this hot topic in our latest episode. They examine questions like whether foreign investors are responsible for recent market declines, who the primary owners of Indian companies are, an…

1
The F&O Game is fair even if 93% of people lose money 1:26:29

11M ago1:26:29

1:26:29

In this episode of the Capitalmind podcast, Deepak and Shray dive into SEBI's recent report analyzing the profits and losses of F&O traders. The report reveals a staggering statistic, showing that over 90% of individual traders have lost money in F&O trading in the past few years. They explore the reasons behind these losses, the demographic impact…

1
Does The Sun Rise Again? with Howard Smith 46:19

11M ago46:19

46:19

On this episode of the FEG Insight Bridge Podcast, CIO Greg Dowling welcomes Howard Smith, Partner at Indus Capital Partners and Portfolio Manager for the Indus Japan Strategies. Howard shares his extensive experience investing in Japan, discussing the country’s economic resurgence, corporate reforms, and strategic positioning as an alternative to …

1
A Structured Approach to Cash Calls: Deepak Shenoy's Framework 1:13:07

11M ago1:13:07

1:13:07

In this episode, recorded in early October 2024, we’re diving into a topic that’s on everyone’s mind: Is holding cash a smart move in these unpredictable markets? We’re in what some are calling one of the most “unloved” bull markets—stocks keep rising, but investors (ourselves included) are uneasy, waiting for the other shoe to drop. To help us unp…

1
PE Health Checkup with Oliver Moses 42:09

12M ago42:09

42:09

On this episode of the FEG Insight Bridge Podcast, CIO Greg Dowling welcomes Oliver Moses, Managing Partner of WindRose Health Investors. Moses shares his journey into healthcare investing and the evolution of private equity's role in the sector. The two discuss the rapid growth of healthcare, post-COVID challenges like labor shortages, and how tec…

1
Mutual Funds, PMS, or AIF: Choosing the Right Investment Vehicle for Your Needs 56:36

1y ago56:36

56:36

In this episode, Deepak and Shray dive into the intricacies of mutual funds, Portfolio Management Services (PMS), and Alternative Investment Funds (AIF). We analyze the tax benefits of mutual funds, highlight the liquidity advantages, and compare them with PMS and AIF in terms of fees, transparency, and investment flexibility. We also discusses why…

1
Investing in Unlisted Companies: What's the deal? 1:25:53

1y ago1:25:53

1:25:53

In this episode of the Capitalmind Podcast, we take a deep dive into the world of unlisted and private securities. We’ll cover key topics such as: What exactly are unlisted and private securities? How do you value them, and what complexities should you watch for, like liquidation preferences and ratchets? Who can you sell these securities to, and w…

1
Inside the Curve with Dan Ivascyn 42:55

1y ago42:55

42:55

On this episode of the FEG Insight Bridge Podcast, CIO Greg Dowling welcomes Dan Ivascyn, CIO of PIMCO, as he reflects on his 26-year career at PIMCO, from trading structured products to leading their portfolio management. Dan discusses the firm’s evolution, the shift from traditional to alternative fixed income strategies, and the current appeal o…

1
Why so many new Mutual Fund NFOs? 1:09:31

1y ago1:09:31

1:09:31

In this episode of the Capitalmind Podcast, Deepak and Shray dissect the surge in New Fund Offerings (NFOs) by mutual funds, dissecting why fund houses are launching new schemes and who truly benefits from them—whether it’s the AMC, the customer, or intermediaries like distributors. We also discuss the economics of fund distribution, the role of in…

1
Inside The Counting House with Gary Sernovitz 40:33

1y ago40:33

40:33

On this episode of the FEG Insight Bridge Podcast, CIO Greg Dowling welcomes Gary Sernovitz as they delve into Gary’s dual careers as author and Managing Director at Lime Rock. Gary shares insights into his latest book, The Counting House, and its relevance to institutional investors. Approaching investment from an innovative, semi-fictional perspe…

1
Tax Professionals Share Challenges, Offer Advice, and Reject a Stereotype 24:54

1y ago24:54

24:54

Tax professionals thrive at a lightning-fast pace, dodging landmines and welcoming serendipity to achieve success. They also carve out interesting personal lives – so don’t call them “boring.” Guests Albert Chang, David Peck, Eric Sloan, Rachel L. Cantor, Phillip DeSalvo, Sean Brennan, and David Schnabel give these and other insights about the worl…

1
Compilation Episode: Tax Trailblazers Answer Four Questions 35:22

1y ago35:22

35:22

Four questions: How did you find yourself working in tax? How did you first learn about TRAs? Have your clients’ perceptions of TRAs changed? Why aren’t TRAs more ubiquitous? In this special compilation episode of TRAilblazing, a podcast from Parallaxes Capital, host Andy Lee presents a compilation of answers to those four questions. Listen in as A…

1
Hungry, Hungry, Hyperscalers 39:29

1y ago39:29

39:29

Join FEG CIO Greg Dowling and Scott Harlan, Managing Partner and Founder of Rockland Capital, as they discuss the power industry's critical role in supporting the digital and AI-driven economy. From meter reader to private equity principal, Scott shares his journey and insights on energy challenges, the need for a balanced energy mix, and the shift…

1
What is front running, really? 59:15

1+ y ago59:15

59:15

Picture this: You’re at your favourite bakery, and you overhear that a celebrity is about to place a massive order for your favourite pastries. You rush to buy them all up before the celeb can, hoping to sell them back at a premium. That, in essence, is front running in the financial world. We discuss how people pull off this trick and, more import…

1
TRAs in Today’s Economic Environment with David Schnabel 10:45

1+ y ago10:45

10:45

Not long ago, many people were skeptical of TRAs. While skepticism is down, TRAs are still less common outside of UP-C transactions. Why is that? In this episode of TRAilblazing, a podcast from Parallaxes Capital, host Andy Lee, Founder and CIO of Parallaxes, is joined by David Schnabel, Partner at Davis Polk in New York, for a broad discussion tha…

1
The Critical Role of TRAs in Different Transactions with Sean Brennan 17:25

1+ y ago17:25

17:25

Tax receivable agreements are not new, but they are somewhat misunderstood and likely underutilized in certain transactions. In this episode of TRAilblazing, a podcast from Parallaxes Capital, host Andy Lee, Founder and CIO of Parallaxes, is joined by Sean Brennan, Partner at Deloitte, to examine how TRAs are used in various types of transactions. …

1
Euro Trash or Treasure with Richard Bruce 45:46

1+ y ago45:46

45:46

Join FEG CIO Greg Dowling and Richard Bruce, founder of Trinity Street Asset Management, as they explore the untapped potential of European markets. Discover why European equities are often overlooked compared to their U.S. counterparts, and explore diverse, undervalued sectors like tech giants ASML and ARM. Bruce discusses the impact of the "Magni…

1
The Hulla Over Inheritance Tax 50:12

1+ y ago50:12

50:12

Recently, the mere hint of an inheritance tax proposal sparked a mini-political crisis? Thanks to a quick government rebuttal, it’s off the table—at least for now. But that’s not where the story ends. As always, Deepak and Shray go head-to-head, weighing the merits and pitfalls of this hot-button issue. We’re not just looking at the problem from 30…

1
Whipsaw Wisdom with CEO Alan Lenahan 42:05

1+ y ago42:05

42:05

Join FEG CIO Greg Dowling and FEG CEO Alan Lenahan, for a discussion of “Whipsaw Wisdom.” In this episode, we uncover investment strategies, from historical trends to the landscape of today's markets. Discover FEG's approach to catering to the diverse needs of clients, ensuring resilience in times of change. Explore the evolution of asset managemen…

1
Momentum Investing in India with Anoop Vijaykumar 33:01

1+ y ago33:01

33:01

In this comprehensive discussion, Fund Manager and Head of Research Anoop Vijaykumar and Shray Chandra distil the key lessons from over five years of managing the Capitalmind Adaptive Momentum portfolio. Get a concise overview of the principles of momentum investing driving the portfolio’s success. Learn from our real-world lessons on why momentum …

1
All is forgiven in the financial markets 1:22:35

1+ y ago1:22:35

1:22:35

Have you ever wondered why finance seems to have a forgiving nature? From the sins of the past being easily forgotten to the belief in second chances, we'll explore the nuances of forgiveness in the financial realm. We'll dissect the tactics some "for education purposes only" players use to enrich themselves at the expense of their students. It's a…

1
TRAs, Tax Law, and The Path to Ubiquity with Phill DeSalvo 30:27

1+ y ago30:27

30:27

Early on, folks were hesitant as to whether the technical tax rules that underpin TRAs would work. As it turns out, it’s not terribly controversial. In this episode of TRAilblazing, a podcast from Parallaxes Capital, host Andy Lee, Founder and CIO of Parallaxes, welcomes Phill DeSalvo. Phill is a principal in KPMG’s National M&A Tax practice and th…

1
Super-money: Why everyone wants to be everything in Finance 1:18:38

1+ y ago1:18:38

1:18:38

The idea that finance companies want to do everything from payments to lending to broking to investments is strange - why not just be good at one thing? It’s a simple explanation, it turns out. Find out more about the business of money in a language you can easily understand, through the words of Deepak Shenoy and Shray Chandra. Capitalmind manages…

1
Unveiling the Potential of TRAs in Private Transactions with Rachel Cantor 19:53

1+ y ago19:53

19:53

You’re going to start seeing TRAs more and more in private market transactions. In this episode of TRAilblazing, a podcast from Parallaxes Capital, host Saish Setty, general counsel of Parallaxes, welcomes Rachel Cantor, a partner at Kirkland & Ellis, who focuses on the tax aspects of complex business transactions, including domestic and cross-bord…

1
Uncovering Nuclear Returns with Mike Scott 34:11

1+ y ago34:11

34:11

Join FEG CIO Greg Dowling and Mike Scott, Managing Partner and Founder of Pelican Energy Partners, as they explore the world of nuclear power and its impact on energy dynamics. Mike's transition from leading energy service sector buyouts to focusing on nuclear energy offers valuable insights into this often misunderstood domain. This episode debunk…

1
Competitive Advantage: Parallaxes is Redefining the TRA Market 18:23

1+ y ago18:23

18:23

The TRA space has challenges, but Parallaxes is here to win. How? Parallaxes has a dedicated team with a singular focus of owning the opportunity set. In this episode of TRAilblazing, a podcast from Parallaxes Capital, Andy Lee, Founder and CIO of Parallaxes and Saish Setty, General Counsel of Parallaxes discuss the barriers to entry in the TRA spa…

1
Tax Policy: Republicans, Democrats, and the 2024 Election with Bloomberg Tax Policy Analyst, Andrew Silverman 19:48

1+ y ago19:48

19:48

Republicans and Democrats strongly differ on tax policy. But are there any core issues that the two political parties may be willing to give in on? In this episode of TRAilblazing, a podcast from Parallaxes Capital, host Andy Lee, Founder and CIO of Parallaxes, welcomes Andrew Silverman, a tax policy analyst at Bloomberg Intelligence (a division of…