E@rn 70% Yearly Returns by US Options Selling | ⁨@GSpaji⁩ | Sanjay Kathuria Podcast EP73

In this episode of the Sanjay Kathuria Podcast, we host GS Paji, also known as GS Bhaji, a US-based financial educator, options trader, and stock market mentor with over 35+ years of stock market experience since 1988.

Currently based in New York, GS Paji has developed a research-driven US options selling strategy using cash-secured puts and covered calls on fundamentally strong companies. His unique edge comes from understanding the concept of odds from his early years working at a US casino, which he now applies to disciplined option selling.

In this masterclass, GS Paji explains how he generated 70–80% annualised returns over the last two years without a single share assignment, how he selects stocks like Micron and SanDisk, how delta, theta, strike price selection, roll-over strategy, and risk management work, and why this strategy is strictly meant for NRIs who can legally access US stock options.

IMPORTANT: This strategy is not permitted for Indian residents under current SEBI guidelines. This discussion is only for educational purposes and for NRIs who can legally access US stock options.

📘 What You’ll Learn

✅ How US options selling works

✅ Cash-secured puts and covered calls explained

✅ How GS Paji made 70–80% annualised returns

✅ The casino odds logic behind option selling

✅ How to select fundamentally strong stocks

✅ Live Micron and SanDisk trade walkthroughs

✅ Delta, theta and strike price selection explained

✅ Roll-over trick to manage losing trades

✅ Why semiconductor stocks are a major opportunity

✅ Risk management rules for option sellers

PODCAST TIMESTAMPS :

00:00 – Podcast Teaser

01:25 – Guest Intro & Episode Recap

03:58 – GS Paji's Journey from Casino to Options Master

05:20 – The Roulette Logic Behind Option Selling

05:53 – Option Selling is Like Becoming a Banker

06:57 – How GS Paji Made 70–80% Returns in 2 Years

09:09 – The Golden Rule of Stock Selection

11:10 – Why Semiconductor Stocks Are a Goldmine

13:43 – LIVE Trade - Selling a $500 Micron Put

16:21 – Why Indian Stocks Look EXPENSIVE Today

19:07 – The MAGIC of $6250 Margin Accounts

21:20 – What if Your Stock Crashes 20% Overnight?

23:46 – The Roll-Over Trick to Save ANY Trade

25:04 – ZERO Assignments in 2 Years

25:12 – SanDisk Live Trade - 42% Annual Return

29:22 – Strangle Strategy LIVE Walkthrough

31:18 – $5320 Premium in 6 Months EXPOSED

33:43 – Who Buys these Long-Dated Options?

35:59 – Why Nvidia is NOT in GS Paji's Portfolio

37:58 – Sanjay Mehrotra - The Indian Behind Micron

38:48 – Will Micron Become a $1 Trillion Company?

39:21 – The Onion Logic of Semiconductor Cycle

41:21 – Micron's $100 BILLION Contract LEAK

43:55 – $600 Billion AI Investment in USA

44:31 – Why is India LOSING the AI Race?

45:26 – Indian IT Companies Will Get CRUSHED?

47:17 – How to Learn from GS Paji for FREE

47:46 – Inside the 80-Member Global Community

50:49 – The Temple Priest Story That Will MELT You

53:07 – WARNING - Indian Residents CANNOT Do This

53:57 – Open Invitation for ALL NRIs Worldwide

54:39 – Never Risk MORE than 15% of Your Capital

57:38 – GS Paji's Mission - Make 100s of Millionaires

59:15 – Episode Outro

🔗 Guest Socials

Instagram: https://www.instagram.com/gs_pajii/

YouTube: https://www.youtube.com/@GSpaji

📲 Sanjay Kathuria Podcast Handles

Instagram: https://www.instagram.com/sanjaykathuriapodcast

YouTube (Main): https://www.youtube.com/@SanjayKathuriaPodcast

YouTube (Clips): https://www.youtube.com/@Sanjaykathuriapodcastclips

Facebook: https://www.facebook.com/sanjaykathuriapodcasts

Spotify: https://open.spotify.com/show/1VDdqFLEvqtKIr3pJuu1ep?si=I50k9_sCSVqSwOF62ugrIw

🧵 Hashtags

#GSPaji #OptionsSelling #SanjayKathuriaPodcast

📚 About the Podcast

The Sanjay Kathuria Podcast brings you India’s top investors, entrepreneurs, and wealth creators. Learn how the top 1% manage and multiply money in simple, actionable ways.

In this episode of the Sanjay Kathuria Podcast, we host Tuhin A. Sinha, best-selling author of 14 books, columnist, and National Spokesperson of the BJP, for a powerful conversation on India’s transformation, Viksit Bharat 2047, economic growth, infrastructure, jobs, welfare, and national security.

Tuhin Sinha brings a rare combination of political insight, policy understanding, ground-level experience, and deep research through his work as an author and public commentator. From writing on India’s political and social landscape to documenting the story of Naxalism in his book Naxal Terror Vanquished, he shares a detailed view of how India has changed in the last 12 years and what the next phase of growth could look like.

This episode goes beyond surface-level debates and breaks down India’s digital revolution, UPI, DBT, infrastructure boom, income inequality, Gen Z unemployment, freebies vs welfare, the Great Nicobar project, and the roadmap towards a $30 trillion economy. Most importantly, we discuss what Viksit Bharat 2047 means for you, your career, your business, your investments, and your future.

📘 What You’ll Learn

✅ What Viksit Bharat 2047 means for you

✅ How UPI & DBT transformed welfare

✅ Infra growth and job creation

✅ India’s path to a $30 trillion economy

✅ Income inequality and wealth creation

✅ Gen Z, AI & future jobs

✅ Freebies vs welfare explained

✅ How Naxalism was reduced

✅ Great Nicobar’s strategic importance

✅ Advice for young India in the AI era

⏱️ Timestamps

00:00 : Podcast Teaser

01:55 : Episode Recap

03:32 : Guest Intro & 12 Years ka Recap

04:15 : Who is Tuhin Sinha?

05:41 : The Life Changing Toilet Story

06:58 : The Real Cause of Naxalism

08:44 : How North East Got 6 Lakh Crore?

10:51 : Digital Revolution = Modi's Biggest Hallmark?

13:36 : India’s Infrastructure Growth Story

15:19 : The Real Meaning of Viksit Bharat 2047

16:06 : India $30 Trillion Economy Kab Banega?

17:45 : Ease of Living can Transform Million of Lives

20:19 : Why Happiness Quotient Matters More

21:26 : Top 1% Owns 40% of India's Wealth?

22:40 : How Do People Get Out of Poverty?

23:45 : Middle Class ko Kya Mila? Tax Cut Reality

24:22 : This Uber Driver Runs an AI Startup?

26:35 : Gen Z Unemployment Outburst Decoded

28:11 : Jobless Growth is Impossible in Huge Capex

29:56 : Rojgar Mela Gave 15 Lakh Job Letters

32:28 : Capex Multiplier Effect Explained

33:25 : Freebies vs Welfare : End of Debate

35:01 : Maharashtra #1 in FDI Despite Freebies?

36:19 : Reality Check behind Petrol Price Hikes

39:36 : The Full Story of Naxalism End

41:49 : India's Most Dangerous Naxal Terrorist Killed

43:03 : Naxal Districts se 5-6% GDP Growth Coming?

45:01 : Urban Naxals Kaun Hote Hain?

47:51 : Great Nicobar Project : Strategic Masterstroke

50:34 : Modi 4400 Days vs Congress in Opposition

51:09 : What is a RESPONSIBLE Opposition?

54:44 : “Washing Machine” Politics EXPOSED

56:43 : BJP's Big Vision for the Next 1000 Days

57:43 : Delimitation : 50% More Leaders Coming?

59:26 : BJP Leader’s Secret for Unity

1:02:18 : Modi 3.0 mein Reforms Slow Ho Gaye?

1:05:23 : Final Message for Young India

1:07:10 : Be Smarter Than Your Smartphone

1:10:37 : Creator & Orange Economy Explained

1:12:07 : ₹400/Video to ₹60K/Month | Editor's Story

1:13:30 : Episode Outro

🔗 Guest Socials

X (Twitter): https://x.com/tuhins

Instagram: https://www.instagram.com/tuhinsinha1/

Facebook: https://www.facebook.com/Sinha.A.Tuhin/

LinkedIn: https://in.linkedin.com/in/tuhin-a-sinha-6388b490

📲 Sanjay Kathuria Podcast Handles

Instagram: https://www.instagram.com/sanjaykathuriapodcast

YouTube (Main): https://www.youtube.com/@SanjayKathuriaPodcast

YouTube (Clips): https://www.youtube.com/@Sanjaykathuriapodcastclips

Facebook: https://www.facebook.com/sanjaykathuriapodcasts

Spotify: https://open.spotify.com/show/1VDdqFLEvqtKIr3pJuu1ep?si=I50k9_sCSVqSwOF62ugrIw

🧵 Hashtags

#ViksitBharat2047 #IndianEconomy #SanjayKathuriaPodcast

SECRET Framework to Find Multibagger Smallcap Stocks? | Navid Virani | Sanjay Kathuria Podcast EP71

In this episode of the Sanjay Kathuria Podcast, we sit down with Navid Virani, Co-Founder & Fund Manager at Bastion Research, a SEBI-registered equity research firm trusted by retail investors, fund managers and family offices across India.

With over 10 years in equity markets, Navid breaks down exactly how he finds high-conviction small-cap companies before the crowd.

From his proprietary SMART framework for managing risk, to the secret matrix for spotting real growth companies, to a clear checklist for buying (and exiting) stocks, this is a complete, no-fluff masterclass on building an asymmetric, multibagger-hunting portfolio for 2026.

What You'll Learn

✅ The Asymmetric Growth strategy and how it works

✅ The SMART framework to identify and manage 5 sources of risk

✅ How to check if a company is genuinely high-quality

✅ Why debt is the #1 reason businesses collapse

✅ The secret matrix to find true growth companies

✅ A practical checklist to buy the best stocks

✅ The best exit strategy and ideal portfolio size

✅ How to invest through a smallcase the right way

Podcast Timestamps :

00:00 : Podcast Teaser

01:30 : Guest Intro & Recap

01:47 : Asymmetric Growth Strategy Explained

03:20 : How Does the Stock Market Work?

05:40 : Top Investor's Mindset Decoded

09:30 : SMART Framework to Manage RISK

10:50 : Business Tailwinds Explained

12:09 : How to Check Quality Companies?

14:18 : Why DEBT is the Reason for Collapse?

15:35 : Secret Matrix to find Growth Companies

19:00 : Management's Biggest Mistake

20:54 : How to Check Growth Scope?

23:20 : Checklist to buy best Stocks

26:20 : Best Exit Strategy for Stocks

28:15 : How Technical Analysis Helps?

28:40 : Best Stocks Universe to Invest

30:40 : Ideal Portfolio Size Explained

32:40 : How to Invest in Smallcase?

34:20 : Asymmetric Growth Examples

38:56 : Episode Outro

Guest Social Handles

🔔 Navid Virani / Bastion Research

X (Twitter): https://x.com/bastionresearch

LinkedIn (Navid): https://www.linkedin.com/in/navid-virani-b5b727113/

LinkedIn (Bastion): https://www.linkedin.com/company/bastion-research-house/

Instagram: https://www.instagram.com/bastionresearch/

YouTube: https://www.youtube.com/@BastionResearch

Substack: https://bastionresearch.substack.com/

Smallcase: https://bastionresearch.smallcase.com/

Sanjay Kathuria Podcast Handles

Instagram: https://www.instagram.com/sanjaykathuriapodcast

YouTube (Main): https://www.youtube.com/@sanjaykathuriapodcast

YouTube (Clips): https://www.youtube.com/@SKPClips

Facebook: https://www.facebook.com/sanjaykathuriapodcasts

Connect with Sanjay Kathuria

Instagram: https://www.instagram.com/financebysanjay

Facebook: https://facebook.com/financebysanjay

LinkedIn: https://linkedin.com/in/sanjaykathuria

Twitter: https://twitter.com/sanjaykathuria

YouTube: https://www.youtube.com/@Sanjay_Kathuria

#SanjayKathuriaPodcast #NavidVirani #SmallcapStocks

Disclaimer: This podcast is for educational and informational purposes only and is NOT investment advice. Stocks, smallcases and strategies discussed are the guest's views. Investments in securities markets are subject to market risks. Please do your own research or consult a SEBI-registered advisor before investing.