Saurabh Mukherjea On The Indian Stock Market | KwK #84

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Join us for an insightful episode as we delve into the extraordinary journey of Saurabh Mukherjea, co-founder and chief investment officer of Marcellus Investment Managers. From his humble beginnings in London to managing over $1 Billion for more than 9,000 households, family offices, and endowments, Saurabh's story is nothing short of inspiring.

At just 15, his intellectual prowess earned him a spot in "The Economist", where his article stood alongside a rebuttal from the Pakistan High Commission of the UK, showcasing his early impact on the global stage. By 16, Saurabh was already gaining firsthand experience in risk and reward dynamics while working at a betting shop, setting the stage for his future endeavors in the world of investing.

Tune in as we explore Saurabh's path to success, his deep understanding of the Indian economy and financial markets, and his views on the future of India's economic landscape. With six best-selling books under his belt and being ranked India’s best equity strategist for three consecutive years, Saurabh Mukherjea is undoubtedly a high-achieving outlier whose insights are followed by investors worldwide.

In this episode, we explore the intricate layers of Saurabh's journey, uncovering the lessons learned, the challenges overcome, and the principles that have guided his success.

Loved this episode? Subscribe to our channel for more insightful conversations on the most pressing topics and trends. Share this episode with those interested in the capital market and watch them get motivated by this inspiring journey!

00:00 Introduction
01:25 Saurabh’s letter being featured in “The Economist” at age 15
04:00 Saurabh’s inferences from working in a Betting Shop
10:50 Multi-tasking Vs. Specialization
13:47 Saurabh’s focus on ground level insights as a basis for investing
19:00 Saurabh’s views on consumer spending power
23:11 Saurabh’s views on consumer segmentation for businesses
27:50 Lessons learnt from Rene Girard, Stanford Professor
30:42 The Hunt for a Scapegoat to blame
33:54 Lessons Learnt from British Economist, John Kay
38:32 First Principles Thinking
39:41 Saurabh’s views on the Indian CA and their role in the capital market
43:42 Financial mistakes made by Saurabh
50:28 Saurabh’s thoughts on Renting Vs. Buying
52:18 Is purchasing a car the right decision?
54:55 The outlook of the Indian Economy in the coming years
59:07 Growth decisions that should be taken by the Government
01:04:03 Key lessons from Sauarbh’s best-selling books and ending thoughts

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