Peak Pessimism in India: What Does The Data Say?
Capitalmind with Deepak & Shray
Is India really becoming uninvestable, or are investors missing the bigger picture? In this episode of the Capitalmind Podcast, Shray Chandra, Co-founder at Capitalmind Financial Services, speaks with Deepak Shenoy, Founder and CEO, Capitalmind Mutual Fund, about the current pessimism around Indian markets and whether we may be approaching a point of peak pessimism. The discussion covers: • Why investors are bearish on India right now • The bear case around the rupee, crude oil, gold imports, FPI outflows and AI disruption • Lessons from previous market crises in 2002, 2009, 2013, 2020...
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AI Can Optimize Your Investments. But Is That Your Biggest Financial Risk?
Capitalmind with Deepak & Shray
What's the deal with AI? Can it manage your money? Can it make you rich? Artificial Intelligence is changing much more than how we invest. It could fundamentally reshape careers, incomes, financial advice and the way we build wealth. In this episode of the Capitalmind Podcast, Shray Chandra, Co-founder at Capitalmind Financial Services, speaks with Deepak Shenoy, Founder & CEO of Capitalmind Mutual Fund, and Vashistha Iyer, Executive Director, Capitalmind Mutual Fund, about one of the biggest questions facing investors today: Can AI optimize your investments - and what happens if it...
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Why Picking the "Best" Mutual Fund Is the Wrong Goal
Capitalmind with Deepak & Shray
Most investors obsess over finding the best mutual fund to invest in. But what if avoiding the worst fund matters far more than picking the absolute best? In this episode, host Shrey Chandra sits down with Deepak Shenoy (Founder & CEO, Capitalmind Mutual Fund) and Anoop Vijaykumar (Head of Equity & Fund Manager, Capitalmind Mutual Fund) to tackle one of the most searched questions in personal finance: how to pick mutual funds that actually deliver long-term returns — without constantly second-guessing your choices. Using 10 years of FlexiCap fund data across 18 funds, they reveal...
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NRI Investing in India: What Nobody Tells You
Capitalmind with Deepak & Shray
Shray sits down with Deepak Shenoy from Capitalmind to unpack the real playbook for NRIs thinking about investing in India — the taxes, the paperwork, the returns, and the traps nobody warns you about. What we uncover: The 3 types of NRIs who should invest in India — and the ones who absolutely shouldn't. Why patriotism and FOMO are the worst investment strategies. The real return math: 12% in rupees, ~8% in dollars after currency depreciation — and why falling inflation could change this equation entirely. Stocks vs. mutual funds vs. real estate: Why your passport decides your...
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Low Inflation. Weak Rupee. Falling Stocks. What’s REALLY Going On?
Capitalmind with Deepak & Shray
India is reporting 8%+ GDP growth and cooling inflation, yet stock market returns are muted, the rupee continues to weaken, and everyday expenses feel anything but stable. So which reality should we trust? In this episode, Deepak and Shray unpack the contradictions shaping India’s economy today. From headline vs core inflation to GDP data quality, rupee depreciation, and why markets aren’t rewarding growth, they connect macro numbers to lived experience. A nuanced, data-driven conversation on what truly lies beneath the headlines and what it means for investors, policy watchers, and...
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Who Is Really Controlling Your Money? (Not Who You Think)
Capitalmind with Deepak & Shray
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...
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Will the U.S. Market Crash in 2026?
Capitalmind with Deepak & Shray
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...
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Gold, Silver, Equities: Which One Deserves a Place in Your Portfolio?
Capitalmind with Deepak & Shray
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...
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Gold, Silver, Equities: Which One Deserves a Place in Your Portfolio?
Capitalmind with Deepak & Shray
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...
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From H1B to Dream11 - When risks hit you hard
Capitalmind with Deepak & Shray
What do DreamFolks, Dream11, JSW Steel, and Donald Trump’s H-1B visa policy all have in common? Each shows how unexpected risks can reshape markets and investments overnight. Deepak Shenoy and Shray Chandra break down 5 types of risk you never saw coming from business model collapse and legal shocks to regulation, policy changes, and passive investing illusions. Chapters: 00:00 - Intro 01:53 - DreamFolks 16:19 - JSW Steel and Bhushan Steel & Power 30:41 - Dream11 & Crypto currency 41:56 - H1B Visa situation 52:10 - When money moves markets
info_outlineAt this point, you’ve probably read enough about tariffs to last a lifetime. But what if we told you the real story isn’t just about import duties or Donald Trump’s next announcement; it’s about a slow unraveling of the world order we’ve all taken for granted
In this episode, Deepak and Shray dig into how the US once helped shape a global economic contract — one where it bought the goods, paid in dollars, protected the rest of the world, and in return, the world kept buying US debt. It worked until it didn’t. Countries like China started playing a smarter game. They stitched shoes, then built the factories, then made their own brands, and finally started exporting those to the US. Somewhere along the way, the US realized it wasn’t in control anymore.
Tariffs are now the blunt tool being used to push back.
We break down what’s really happening, what’s likely to happen next, and how portfolios, both in India and abroad, need to adjust. If the world is becoming more inward-looking, where should your money go?
The world is changing. Listen in to make sure your portfolio is not caught off guard.
0:00 - 1:05 Introduction
1:06 - 3:17 What went wrong with the existing world order?
3:18 - 7:41 "The Unwritten Contract"
7:42 - 10:15 What a dollar can get you
10:16 - 15:22 Origins of Chinese Manufacturing
15:23 - 19:54 How the apprentice became the master
19:55 - 25:01 What's ailing Trump despite American glory?
25:02 - 26:00 The Multiplier Effect of Manufacturing
26:01 - 28:37 Why they resorted to Tariffs
28:38 - 30:41 Repercussions of Tariffs
30:41 - 33:33 De minimis Shipping
33:34 - 40:18 Shift toward an Isolated World (non-Tariff Barriers)
40:19 - 45:51 Global trade without the US
45:52 - 51:42 Investing themes during trade wars
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Deepak's Twitter: @deepakshenoy
Shray’s Twitter: @shraychandra
Capitalmind Twitter: @capitalmind_in