The Man Who’s Predicted Every Stock Market Cycle | Ft. Shankar Sharma | Kushal Lodha #254 episode artwork

EPISODE · Nov 19, 2025 · 2H 5M

The Man Who’s Predicted Every Stock Market Cycle | Ft. Shankar Sharma | Kushal Lodha #254

from Konversation with Kushal · host Konversation with Kushal

➡ Unlock the same global market intelligence Shankar Sharma built for himself, check out GQ FinXRay here - https://gquants.com/➡ Recommend A Guest For Our Podcast Here - https://forms.gle/eotmhzWMx6KpJQH86➡ Join This Group To Be Invited To Future Offline KwK Events in Mumbai: https://chat.whatsapp.com/F3MbHDPwTwC...In this episode, I sat down with legendary investor Shankar Sharma to deconstruct his unique investing philosophy. Shankar dives deep into his famous "Lake of Returns" theory, explaining why he believes Indian markets may stay flat and where he sees opportunities globally. He also reveals his quantitative, AI-driven framework for finding stocks, his strong stance on why he avoids IPOs, and his specific thesis on businesses like Urban Company versus data centers.Beyond the markets, Shankar shares powerful life lessons and personal insights. He discusses his learnings from the late Rakesh Jhunjhunwala, his surprising advice to family to avoid stocks in favor of FDs and gold, and his intense personal biohacking routine for longevity. The conversation culminates in his core life philosophy: the importance of enhancing the "P/E Ratio of Life," not just your portfolio.💡 Don’t forget to like, share, and subscribe for more such insightful conversations with top achievers from across the world!

➡ Unlock the same global market intelligence Shankar Sharma built for himself, check out GQ FinXRay here - https://gquants.com/➡ Recommend A Guest For Our Podcast Here - https://forms.gle/eotmhzWMx6KpJQH86➡ Join This Group To Be Invited To Future Offline KwK Events in Mumbai: https://chat.whatsapp.com/F3MbHDPwTwC...In this episode, I sat down with legendary investor Shankar Sharma to deconstruct his unique investing philosophy. Shankar dives deep into his famous "Lake of Returns" theory, explaining why he believes Indian markets may stay flat and where he sees opportunities globally. He also reveals his quantitative, AI-driven framework for finding stocks, his strong stance on why he avoids IPOs, and his specific thesis on businesses like Urban Company versus data centers.Beyond the markets, Shankar shares powerful life lessons and personal insights. He discusses his learnings from the late Rakesh Jhunjhunwala, his surprising advice to family to avoid stocks in favor of FDs and gold, and his intense personal biohacking routine for longevity. The conversation culminates in his core life philosophy: the importance of enhancing the "P/E Ratio of Life," not just your portfolio.💡 Don’t forget to like, share, and subscribe for more such insightful conversations with top achievers from across the world!

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The Man Who’s Predicted Every Stock Market Cycle | Ft. Shankar Sharma | Kushal Lodha #254

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➡ Unlock the same global market intelligence Shankar Sharma built for himself, check out GQ FinXRay here - https://gquants.com/➡ Recommend A Guest For Our Podcast Here - https://forms.gle/eotmhzWMx6KpJQH86➡ Join This Group To Be Invited To Future...

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