Shray sits down with Deepak Shenoy from Capitalmind to expose how proxy advisors, index manufacturers, credit rating agencies, and one costly habit are secretly making decisions about your investments.

What we uncover:

Proxy Advisors: How Glass Lewis and ISS voted against Elon Musk's $1 trillion Tesla package—and why their word has become gospel for fund managers managing your money

Index Manufacturers: Why NSE and BSE make subjective calls in supposedly "objective" indices. The HDFC-HDFC Bank merger and Reliance-Jio demerger reveal they're acting more like fund managers than neutral rule-followers

Current Account Waste: ₹21 lakh crores sitting idle in corporate accounts earning zero interest—₹40,000 crores in lost profits annually

Deepak breaks down why passive investing isn't truly passive, how the NBFC rule hurts startups, and why transparency matters as index funds take over the market.

Timestamps:
0:00 - Three institutions controlling your money

1:44 - Proxy Advisors - Fighting Elon Musk

6:28 - Proxy advisors have their own agendas

13:30 - Proxy advisors becoming gospel

17:16 - Index Manufacturers - Second institution

18:24 - 35 lakh crores active vs 12 lakh crores passive

20:22 - Index no longer objective function

26:45 - Index manufacturers becoming fund managers

32:01 - Credit Rating Agencies - Third institution

35:21 - Big names get triple A ratings easily

37:52 - Market knew ILFS wasn't triple A

41:37 - Don't link things strictly to ratings

46:25 - Why so much money in current accounts?

49:00 - Could add 40,000 crores to profits

49:36 - Startup NBFC rule problem

56:37 - Reduce need for inefficient buffers

For 17 years, Deepak Shenoy has made annual Diwali predictions about markets, crashes, interest rates, and more. But how many were actually right?

Shray sits down with Deepak Shenoy from Capitalmind to examine his prediction history from 2007 to 2024. He correctly called the 2008 crash and Trump's 2024 victory. But real estate and gold? Wrong almost every year.

We break down why most predictions fail and what makes the rare successful ones different. Deepak explains the three elements of valid predictions (direction, magnitude, timeframe), why cash on sidelines signals crashes, how AI bubbles mirror 2000, and why interest rates are easy to predict but impossible to profit from.

This episode breaks down crashes, bubbles, and market timing, offering honest takes that you can actually use. Don't forget to like, share, and subscribe for more real insights on building wealth in Indian markets!

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Chapters:

00:00 Introduction & 2024 Predictions Recap
01:00 Will There Be a Market Crash in 2025?
03:40 How AI Could Trigger the Next Crash
06:15 Why This Time Is Different from 2008
09:40 US Recession + Inflation = Stagflation?
12:10 Why Indian Markets May Keep Rising
15:00 The Real Estate Prediction Trap
20:20 Gold, Inflation & Interest Rate Outlook
28:20 Japan's 30-Year Debt Problem Explained
33:40 Can the Rupee Go Global?
40:20 Why Predictions Usually Fail
46:00 Don't Predict, Respond Instead
50:10 Deepak's 2025 Predictions Recap
58:00 Closing Thoughts

When Indian Equity Markets Go Sideways: Are Alternative Assets Worth It? Indian equities have been flat for over a year. So where should you actually put your money?

Shray sits down with Deepak Shenoy from Capital Mind to break it all down. Silver just hit $50 for the first time in 45 years.

Deepak explains the Hunt Brothers saga, the Thailand import drama, and why silver might only deserve 2% of your portfolio.

Gold – it's outperformed. But should you buy now? Only 30% of the time has gold beaten Nifty over 10 years.

We also discuss foreign stocks, why debt funds aren't just parking lots, and whether India at 21-22x earnings is still expensive.

If you're confused about where to deploy capital right now, this episode is for you. Don't forget to like, share, and subscribe for more insights on building real wealth in Indian markets!

#investing #stockmarket #alternativeassets #gold #bitcoin #portfoliomanagement

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Twitter: https://x.com/capitalmind_in?s=21

Chapters:

0:00 - Intro
2:11 - Silver: What's Happening Right Now?
7:19 - Hunt Brothers: The Biggest Silver Bet Ever
11:58 - Should You Own Silver?
15:49 - Why Diamonds Are a Terrible Investment
17:38 - Gold: Why Deepak Was Wrong
21:14 - Gold as an Inflation Hedge
23:03 - When Gold Could Crash 40%
27:05 - Why We Treat Gold Differently Than Stocks
30:00 - Land Deals: How to Make 400% Returns
32:20 - Why Luxury Watches Beat Stocks
34:45 - Bitcoin: The Leverage Problem
41:32 - Bitcoin's Altcoin Curse
44:08 - Quantum Computing Could Kill Bitcoin
47:32 - How Much Bitcoin Should You Own?
50:22 - When Big Winners Become Too Big
52:01 - Foreign Stocks: The Smart Diversification
56:46 - Debt Funds: Beyond Just Parking Money
1:01:47 - Debt Market: Hidden Inefficiencies
1:04:06 - Why Debt Funds Deserve Your Money
1:06:07 - Why Bank FDs Are Ripping You Off
1:08:27 - Is India Still Too Expensive to Invest?
1:11:06 - Why 20x PE Actually Makes Sense
1:13:54 - Final Thoughts