Скачать или смотреть Saurabh Mukherjea on understanding markets & learning from mistakes | Capital Conversations Ep. 1

What if money isn’t just about numbers–but the untold stories behind it?

In the debut episode of Capital Conversations podcast, Saurabh Mukherjea–CIO, Marcellus Investment Managers, and author of bestsellers like Behold the Leviathan, Coffee Can Investing, and more–sits down for a candid discussion with Waterfield Advisors, where he dives into his journey–from his entrepreneurial venture in London at 26 to building Marcellus.


Joined by our host, Samina Nalwala, Executive Director, Waterfield Advisors, he explains the philosophy behind Coffee Can Investing and why he believes India’s economic landscape is the perfect blend of opportunity and chaos. Saurabh unpacks his personal portfolio strategies, from tactical cash allocations during downturns to global allocations. Critiquing the glamorization of fund managers, he expands on why asset allocators might hold the real power in wealth management.

With insights on behavioural traps for investors, the hidden risks in India’s liquidity-starved markets, and a controversial forecast for the next 18 months, this conversation is a masterclass in balancing risk and opportunity in an unpredictable market. Tune in to view the full podcast!

About Waterfield Advisors

Waterfield Advisors is an independent wealth advisory firm known for pioneering client-centric, fee-based wealth advisory for India’s UHNIs and HNIs. We offer holistic advisory solutions, including investment advisory (listed, alternative, global), family office advisory, wealth structuring solutions, family governance, philanthropy, and more.

Timestamps:
00:00 Introducing Saurabh Mukherjea
03:00 The Entrepreneurial Leap from London to Mumbai
08:15 Spilling the Beans: Coffee Can Investing
15:12 Asset Allocation & Global Diversification
19:15 Risk Management and Life Lessons
24:10 Behavioural Traps: Entrepreneurs vs Investors


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