Nifty to 75,000? This Fund Manager's 10-Year Bet Explained | Connecting the Dots Shashank Udupa

Open your free Demat account with Motilal Oswal: https://moriseapp.onelink.me/VgB3/zro... Podcast Guest: Vivek Sharma (ex-Estee-Gulaq) Timestamps: 0:00 - Coming Up 0:44 - Introduction: Who is Vivek? 1:03 - From IIT Kharagpur to Oracle to Markets 2:41 - Trading Through the 2008 Crash 5:31 - Why Trading Income ≠ Wealth Creation 6:45 - The 2 Frameworks That Changed Everything: Long-Term Thinking & Asset Allocation 9:43 - India vs US: Where Should You Allocate Now? 10:38 - How to Invest Outside India Without Picking Stocks 13:00 - Inside Street: How a Quant Fund Actually Works 17:07 - The ITC Trade: How the Algorithm Caught It 19:30 - Quant in a Bear Market: Does Momentum Break Down? 21:07 - The Biggest Mistake Retail Investors Are Making Right Now 23:11 - Midcap vs Large Cap vs Small Cap: Where to Put New Money 23:27 - India's Market Correction Since Sep 2024 — Is This a Crisis or an Opportunity? 26:06 - Nifty at 23,000 → 70,000: The 10-Year Bet 27:28 - Why People Cancel SIPs at Exactly the Wrong Time 29:32 - The Unit Accumulation Mindset That Changes Everything 30:35 - War, Oil, and India's Energy Dependence 32:17 - Renewables: Don't Pick a Company, Bet on the Sector 35:27 - Closing Thoughts FLUID Q Smallcase: https://shashankudupa.smallcase.com/s... FLUID C Smallcase: https://shashankudupa.smallcase.com/s... Coupon Code - SAVE20 7BAR Swing Trading - https://superprofile.bio/vig/68bea2d7... Support email - [email protected] WE DO NOT HAVE ANY FREE TELEGRAM GROUP, EVERYTHING IS PRIVATE. DO NOT JOIN ANY TELEGRAM GROUP AS THEY ARE SCAM, SEND ME AN EMAIL FOR THE CORRECT LINK OR USE THE ABOVE LINK