Chirag Setalvad on Bull & Bear Markets, Market Cycles & Investing

In this episode of the Navigate podcast, we speak with Chirag Setalvad, Fund Manager and Head - Equity at HDFC AMC, as he reflects on working closely with the founding members of the firm and his 25-year journey with HDFC. We explore his early investing philosophies, how he has navigated multiple bull and bear market cycles, and the lessons drawn from each phase. The conversation also dives into how fund managers approach small and mid-cap investing differently from large-cap strategies, and what truly changes across market cycles.

Samir Rachh on Small Caps, Stock Selection & Market Cycles | Markets by Zerodha
▶︎

Samir Rachh on Small Caps, Stock Selection & Market Cycles | Markets by Zerodha

Raamdeo Agrawal on India's Evolving Investment Landscape | Passive Funds Conclave 2026 | CNBC TV18
▶︎

Raamdeo Agrawal on India's Evolving Investment Landscape | Passive Funds Conclave 2026 | CNBC TV18

FIIs, Gold & India’s Market Outlook | ft. Sahil Kapoor
▶︎

FIIs, Gold & India’s Market Outlook | ft. Sahil Kapoor

AI Is Creating A Rare Opportunity For Investors. How Jim Roppel Is Playing It. | Investing With IBD
▶︎

AI Is Creating A Rare Opportunity For Investors. How Jim Roppel Is Playing It. | Investing With IBD

AI Frenzy Could Repeat Pre-Crash Wall Street 'Bubble' | Andrew Ross Sorkin
▶︎

AI Frenzy Could Repeat Pre-Crash Wall Street 'Bubble' | Andrew Ross Sorkin

Kenneth Andrade on Beating Bear Markets | Flexicap Fund Insights & 30+ Years of Investing
▶︎

Kenneth Andrade on Beating Bear Markets | Flexicap Fund Insights & 30+ Years of Investing

Go From $10k to $1M in 3 Years With This Strategy | Mohnish Pabrai
▶︎

Go From $10k to $1M in 3 Years With This Strategy | Mohnish Pabrai

What to expect from HDFC Mutual Fund Schemes? Ft. Chirag Setalvad | Know Your Fund Manager Ep. 8
▶︎

What to expect from HDFC Mutual Fund Schemes? Ft. Chirag Setalvad | Know Your Fund Manager Ep. 8

Why Most Indians Struggle to Build Wealth
▶︎

Why Most Indians Struggle to Build Wealth

Henrik Zeberg: The Final Melt-Up Before Everything Breaks
▶︎

Henrik Zeberg: The Final Melt-Up Before Everything Breaks

Why the Next 10 Years Will Decide Your Financial Future & What You Should Do | Vijai Mantri | FWS109
▶︎

Why the Next 10 Years Will Decide Your Financial Future & What You Should Do | Vijai Mantri | FWS109

Truth About the American Profit Machine: Rockefeller's Ruchir Sharma on the tech-driven stock rally
▶︎

Truth About the American Profit Machine: Rockefeller's Ruchir Sharma on the tech-driven stock rally

Indian banking in 2025: The year in review | The Daily Brief #385
▶︎

Indian banking in 2025: The year in review | The Daily Brief #385

Market Caution & Long-Term Investing Strategies | Chirag Setalvad of HDFC | Money Mindset
▶︎

Market Caution & Long-Term Investing Strategies | Chirag Setalvad of HDFC | Money Mindset

Samir Arora's Big Market Call Amid Talks Of US-Iran Peace Deal: Where Fresh Money Should Go Now
▶︎

Samir Arora's Big Market Call Amid Talks Of US-Iran Peace Deal: Where Fresh Money Should Go Now

Capital Goods Sector, Explained | The Daily Brief #393
▶︎

Capital Goods Sector, Explained | The Daily Brief #393

Rajeev Thakkar on crises, scams & long-term investing
▶︎

Rajeev Thakkar on crises, scams & long-term investing

Is Copper in a Supercycle? | Subtext by Zerodha
▶︎

Is Copper in a Supercycle? | Subtext by Zerodha

Will Fed Crash Markets? Economist Reveals New Chair’s Gameplan | David Rosenberg
▶︎

Will Fed Crash Markets? Economist Reveals New Chair’s Gameplan | David Rosenberg

Howard Marks: 78 Years of Investing Wisdom in 60 Minutes (MUST WATCH)
▶︎

Howard Marks: 78 Years of Investing Wisdom in 60 Minutes (MUST WATCH)