163. Sabbatical, Share Market आणि बरंच काही ft. Swanand Kelkar

Swanand Kelkar, a rare multi-talent, is a qualified Chartered Accountant, an MBA, a certified yoga instructor, a club cricketer and a film producer. He is a Managing Partner at Breakout Capital Advisors. Before, starting an entrepreneurial journey into investments, he worked at Morgan Stanley. But the most exciting and unique part of his career is the step to go on a sabbatical.  We talked about investing and economics, but we dedicated the first half of this interview to his sabbatical adventures. He explained why he did what he did in that period and also gave a lot of life advice such as goal setting, discipline and much more (who knows - he might even be a motivational speaker after a decade or so).  He has also produced the Marathi movie Fulrani and shared his experiences on and off the movie set. Our conversation is in Marathi and English. You can watch the video version on my YouTube Channel. स्वानंद केळकर, एक दुर्मिळ बहु-प्रतिभा, एक चार्टर्ड अकाउंटंट, एक एमबीए, एक प्रमाणित योग प्रशिक्षक, एक क्लब क्रिकेटर आणि एक चित्रपट निर्माता आहे. तो Breakout Capital Advisors चा Managing Partner आहे. गुंतवणुकीमधे उद्योजकीय प्रवास सुरू करण्यापूर्वी त्यांनी Morgan Stanley येथे काम केले. पण त्याच्या कारकिर्दीचा सर्वात रोमांचक आणि अनोखा भाग म्हणजे सब्बॅटिकलवर जाण्याचा निर्णय. आम्ही गुंतवणूक आणि अर्थशास्त्र याबद्दल बोललो, परंतु आम्ही या मुलाखतीचा पूर्वार्ध त्याच्या सब्बॅटिकल वर चर्चा केली. त्या काळात त्याने जे केले ते त्याने का केले याचे स्पष्टीकरण दिले आणि goal setting, शिस्त आणि बरेच काही यांसारखे जीवनविषयक सल्लेही दिले (कोणास ठाऊक - तो एक दशकानंतर motivational speaker देखील होऊ शकतो). त्यांनी फुलराणी या मराठी चित्रपटाची निर्मितीही केली असून चित्रपटाच्या सेटवर आणि बाहेरील अनुभव त्यांनी शेअर केले आहेत. आमचे संभाषण मराठी आणि इंग्रजीत आहे. ---------------3:10 - Why sabbatical?7:39 - What things did Swanand pursue during his sabbatical? Why did he continue being in the finance world even after that?11:00 - Learned different things from the best trainers18:15 - What was the sabbatical schedule?23:30 - Not being delusional, Goal Setting, Going out of Comfort Zone and Hustle are required even in hobbies28:00 - Reactions by old generations vs. younger generations33:18 - Is Swanand able to pursue all the hobbies after a sabbatical?36:19 - Analysing global and Indian economies43:20 - India stands out amongst many emerging markets44:32 - What are the risks for India's economy?46:05 - On the global slowdown49:13 - Thoughts on unemployment and K-shaped recovery in India52:50 - Why investing in emerging markets is going to be beneficial?57:33 - Sectoral outlook in Indian markets59:26 - Swanand's filmy turn - On film production and What's film production?1:05:04 - Recommendations---------------Recommendations made:Books - 1. Prisoners of Geography (Tim Marshall) - https://amzn.to/3XsWaC02. Building a Second Brain (Tiago Forte) - https://amzn.to/3pmhUmc3. Roller Coaster (Tamal Bandyopadhyay) - https://amzn.to/430GHtL Movies - 1. Phulrani - Amazon Prime Video - https://tinyurl.com/y83z9pr82. Raat Akeli Hain - Netflix - https://tinyurl.com/dwvddfmr---------------Follow Swanand -Twitter - @Swa_Kel - https://twitter.com/Swa_KelLinkedIn - https://www.linkedin.com/in/swanand-kelkar-2b91975/YouTube - @swanandkelkar3033 - https://www.youtube.com/@swanandkelkar3033--------------- Show your support by buying me some coffee and contributing to the growth of this podcast by clicking here. Thank you. Subscribe to econGully blog.Follow me on Twitter, Instagram, LinkedIn and YouTube.