EPISODE · Jun 29, 2026 · 1H 50M
He Found Multibaggers Using This One Google Search | Kushal Lodha #347
from Konversation with Kushal · host Konversation with Kushal
In this episode of Konversation with Kushal, seasoned value investor Naresh Kataria-a full-time investor with a 26% Plus CAGR over 21 years-shares his data-driven framework for spotting investment opportunities before the market catches on. From using Google Trends to predict loan growth and consumer demand months in advance, to explaining why the gold bull market started when the US froze $300 billion of Russian reserves,how crude oil above $85 historically crushes Indian markets, and why aluminum is a better commodity bet than copper right now. He also breaks down second-order effects- how the Ukraine war sent shipping stocks up 3-4x, how the LPSS scheme turned PFC and REC from penny valuations to 1.2x book, and why GLP-1 weight loss drugs could quietly benefit Indian cotton exporters.Here's what you'll learn in this episode:1. Google Trends As An Investing Tool: How simple searches like "EMI calculator" and "bike loan" predict actual business growth months before it shows up in company results.2. Why Gold Is Still In A Bull Market: Central banks doubled their buying to 1,000 tonnes/year after the US froze Russian reserves-but the retail frenzy has already cooled off.3. Gold Financiers Over Gold:When gold prices rise, gold lending NBFCs get near-zero credit costs, operating leverage, and massive loan growth-a smarter indirect play.4. Crude Oil's $85 Danger Zone: When crude crosses $85 and is up 30% from lows, Nifty small caps historically return 27% but FMCG stocks hold up with an 88% win rate.5. Commodities Super Cycle: Global investor positioning in industrial commodity ETFs is still at just 0.25% vs 3% at the last peak-the bull market may just be getting started.If you want to think like a quant-minded value investor who finds opportunity inside every crisis, this conversation is a must-watch.🔔 Hit SUBSCRIBE and turn on notifications so you never miss a deep dive with India's sharpest investors!#KonversationWithKushal #NareshKataria #GoogleTrendsInvesting #GoldBullMarket #CommoditySuperCycle #SecondOrderEffects #ValueInvesting #StockMarketIndia #CrudeOilImpact #MultibaggerStocks
What this episode covers
In this episode of Konversation with Kushal, seasoned value investor Naresh Kataria-a full-time investor with a 26% Plus CAGR over 21 years-shares his data-driven framework for spotting investment opportunities before the market catches on. From using Google Trends to predict loan growth and consumer demand months in advance, to explaining why the gold bull market started when the US froze $300 billion of Russian reserves,how crude oil above $85 historically crushes Indian markets, and why aluminum is a better commodity bet than copper right now. He also breaks down second-order effects- how the Ukraine war sent shipping stocks up 3-4x, how the LPSS scheme turned PFC and REC from penny valuations to 1.2x book, and why GLP-1 weight loss drugs could quietly benefit Indian cotton exporters.Here's what you'll learn in this episode:1. Google Trends As An Investing Tool: How simple searches like "EMI calculator" and "bike loan" predict actual business growth months before it shows up in company results.2. Why Gold Is Still In A Bull Market: Central banks doubled their buying to 1,000 tonnes/year after the US froze Russian reserves-but the retail frenzy has already cooled off.3. Gold Financiers Over Gold:When gold prices rise, gold lending NBFCs get near-zero credit costs, operating leverage, and massive loan growth-a smarter indirect play.4. Crude Oil's $85 Danger Zone: When crude crosses $85 and is up 30% from lows, Nifty small caps historically return 27% but FMCG stocks hold up with an 88% win rate.5. Commodities Super Cycle: Global investor positioning in industrial commodity ETFs is still at just 0.25% vs 3% at the last peak-the bull market may just be getting started.If you want to think like a quant-minded value investor who finds opportunity inside every crisis, this conversation is a must-watch.🔔 Hit SUBSCRIBE and turn on notifications so you never miss a deep dive with India's sharpest investors!#KonversationWithKushal #NareshKataria #GoogleTrendsInvesting #GoldBullMarket #CommoditySuperCycle #SecondOrderEffects #ValueInvesting #StockMarketIndia #CrudeOilImpact #MultibaggerStocks
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He Found Multibaggers Using This One Google Search | Kushal Lodha #347
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