EPISODE · Jun 29, 2026 · 1H 35M
Why This Economist Keeps Money In FDs | Kushal Lodha #345
from Konversation with Kushal · host Konversation with Kushal
In this hard-hitting episode of Konversation with Kushal, noted economist and best-selling author of the Easy Money trilogy, Vivek Kaul, delivers the most honest, data-backed reality check on the Indian stock market that no influencer will give you. From decoding why retail investors always rush in at the exact peak, to calling out the "bacha party" of finfluencers telling people to break their FDs and go all-in, Vivek brings decades of forensic financial writing to expose what's really happening beneath the bull-run hype. He explains why CAGR is growth and not a guarantee, why "return OF capital matters more than return ON capital," why Warren Buffett should be your inspiration but not your role model, and shares his own boring-but-bulletproof portfolio. Whether you're an SIP investor, a small-cap chaser, or someone confused about gold, silver and the falling market, this is the conversation that will change how you think about wealth forever.Here's what you'll learn in this episode:1. The Reverse Law of Demand- Why investors only wake up after prices have already peaked, proven with the shocking gold ETF data where 36% of all inflows came in just two months at the top.2.CAGR Is Growth, Not a Guarantee The river-depth truth about "average" returns, why the Nikkei gave 0% for 35 years, and why those 15% SIP projections are dangerously misleading.3.Should You Stop Your SIP?-The fallacy of composition explained simply, and why SIP quietly became a victim of its own success in India's small and mid-cap space.4.The Finfluencer & Mis-selling Trap-Why anyone with a real money-making formula will never sell it to you, plus the ULIP, sectoral fund and crypto mis-selling happening right now.5.Japanese Housewives & The Yen Carry Trade-How Mrs. Watanabe's investment choices quietly move the Indian stock market, and the global money flows that fueled this entire rally.If you want to invest with humility, protect your capital, and stop falling for the hype cycle, this masterclass is a must-watch.🔔 Hit SUBSCRIBE and turn on notifications so you never miss a deep dive with India's sharpest financial minds!#VivekKaul #KushalLodha #KonversationWithKushal #SIPInvesting #ReverseLawOfDemand #YenCarryTrade #FallacyOfComposition #GoldETF #Finfluencers #StockMarketIndia
What this episode covers
In this hard-hitting episode of Konversation with Kushal, noted economist and best-selling author of the Easy Money trilogy, Vivek Kaul, delivers the most honest, data-backed reality check on the Indian stock market that no influencer will give you. From decoding why retail investors always rush in at the exact peak, to calling out the "bacha party" of finfluencers telling people to break their FDs and go all-in, Vivek brings decades of forensic financial writing to expose what's really happening beneath the bull-run hype. He explains why CAGR is growth and not a guarantee, why "return OF capital matters more than return ON capital," why Warren Buffett should be your inspiration but not your role model, and shares his own boring-but-bulletproof portfolio. Whether you're an SIP investor, a small-cap chaser, or someone confused about gold, silver and the falling market, this is the conversation that will change how you think about wealth forever.Here's what you'll learn in this episode:1. The Reverse Law of Demand- Why investors only wake up after prices have already peaked, proven with the shocking gold ETF data where 36% of all inflows came in just two months at the top.2.CAGR Is Growth, Not a Guarantee The river-depth truth about "average" returns, why the Nikkei gave 0% for 35 years, and why those 15% SIP projections are dangerously misleading.3.Should You Stop Your SIP?-The fallacy of composition explained simply, and why SIP quietly became a victim of its own success in India's small and mid-cap space.4.The Finfluencer & Mis-selling Trap-Why anyone with a real money-making formula will never sell it to you, plus the ULIP, sectoral fund and crypto mis-selling happening right now.5.Japanese Housewives & The Yen Carry Trade-How Mrs. Watanabe's investment choices quietly move the Indian stock market, and the global money flows that fueled this entire rally.If you want to invest with humility, protect your capital, and stop falling for the hype cycle, this masterclass is a must-watch.🔔 Hit SUBSCRIBE and turn on notifications so you never miss a deep dive with India's sharpest financial minds!#VivekKaul #KushalLodha #KonversationWithKushal #SIPInvesting #ReverseLawOfDemand #YenCarryTrade #FallacyOfComposition #GoldETF #Finfluencers #StockMarketIndia
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Why This Economist Keeps Money In FDs | Kushal Lodha #345
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