Becoming an Analyst

In this episode recorded on July 31, 2025, we are joined by Kishan Popat as we trace his path from computer systems to leading research at Kestrel Capital, and his journey through MIT.We cover lessons from the 2008 financial crisis, the value of cold emails, the impact of AI on financial analysis, and improving African marketsSubscribe to get notified when we make a new post.Show Notes00:00:00 Introduction00:05:19 Understanding the Financial Crisis & The Role of Structured Finance00:08:06 Lessons from the Financial Crisis, Investment Strategies and Mistakes00:13:28 Building a Research Desk at Genghis Capital00:17:26 The Value of Cold Emails00:20:15 Day-to-Day Life of an Analyst00:23:43 The Impact of AI on Financial Analysis00:27:05 Advanced Education and Business Strategy00:37:11 Humility and Learning from Top Investors00:49:40 Critical Minerals and Africa’s Future00:51:04 Advice for Young Analysts and Improving African Markets00:57:50 Closing Remarks Get full access to The Mwango Weekly at mwangocapital.substack.com/subscribe