Why Retail Investors Lose Money | Coffee, Careers & More... Episode 04

To know more about CFA/FRM training at FinTree, visit: http://www.fintreeindia.com For more videos visit: https://www.youtube.com/c/FintreeIndi... CFA | FRM | Financial Modeling Live Classes | Videos Available Globally Follow us on: Facebook:   / fintree   Instagram: https://www.instagram.com/fintreeeduc... Twitter: https://x.com/askFinTree Linkedin:   / fintree-education   We love what we do, and we make awesome video lectures for CFA and FRM exams. Our Video Lectures are comprehensive, easy to understand and most importantly, fun to study with! This Video lecture was recorded by our Lead Trainer for CFA, Mr. Utkarsh Jain, during one of his live Session in Pune (India). To know more about CFA/FRM training at FinTree, visit: http://www.fintreeindia.com To know more about CFA/FRM training at FinTree, visit: http://www.fintreeindia.com For more videos visit: https://www.youtube.com/c/FintreeIndi... CFA | FRM | Financial Modeling Live Classes | Videos Available Globally Follow us on: Facebook:   / fintree   Instagram: https://www.instagram.com/fintreeeduc... Twitter: https://x.com/askFinTree Linkedin:   / fintree-education   We love what we do, and we make awesome video lectures for CFA and FRM exams. Our Video Lectures are comprehensive, easy to understand and most importantly, fun to study with! This Video lecture was recorded by our Lead Trainer for CFA, Mr. Utkarsh Jain, during one of his live Session in Pune (India). To know more about CFA/FRM training at FinTree, visit: http://www.fintreeindia.com Our Featured Guest this week is Mr. Parimal Ade Mr. Ade, a mechanical engineer by education who also has a master’s degree in finance from IMT Ghaziabad, is the cofounder of Yadnya Academy and has championed the field of Financial Education. He is a man on a mission- to achieve 100% Financial Literacy. A master of asset allocation strategy with years of experience in the field. He has also aced designing portfolio algorithms to beat the indices. 0:00 Introduction 0:12 What made you start your YouTube Channel 5:08 How is the research being done on the background of these portfolios 26:38 How will I make returns in this case 39:14 How do you deal with Grey areas 40:45 What’s your view on Passive v/s Active Investing 49:37 What do you think of Robo Advisory Platforms 53:25 Top 3 or 5 books that you recommend to the listeners 54:50 Do you recommend these to do Calendar rebalancing 57:10 When do you think the bond market will become prominent in India 1:03:00 Inverted Yield Curve 1:05:40 Your views on ESG Investing 1:08:20 Your views on ITC @YadnyaInvestmentAcademy #ParimalAde #Finance #Equity #Bonds #FixedIncome

CFA to MBA (ISB) to Private Equity Analyst | Coffee, Careers & More... Episode 05
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CFA to MBA (ISB) to Private Equity Analyst | Coffee, Careers & More... Episode 05

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

RL for Agents Workshop - Deep Dive on Training Agents with RL and Open Source
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RL for Agents Workshop - Deep Dive on Training Agents with RL and Open Source

Morgan Housel: What You Need to Master (And Avoid) to Get Rich, Stay Rich, and Build Wealth
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Morgan Housel: What You Need to Master (And Avoid) to Get Rich, Stay Rich, and Build Wealth

How Do Legendary Investors Stay Calm During Market Crashes? | Ask FinTree #37
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How Do Legendary Investors Stay Calm During Market Crashes? | Ask FinTree #37

Investing Strategy 2026 | Does Buy & Hold Still Work? Swarup Mohanty On Sonia Shenoy Podcast
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Investing Strategy 2026 | Does Buy & Hold Still Work? Swarup Mohanty On Sonia Shenoy Podcast

Billionaire's WARNING: I'm SELLING. The Crash Is Already Here!
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Billionaire's WARNING: I'm SELLING. The Crash Is Already Here!

How to Build a Product that Scales into a Company
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How to Build a Product that Scales into a Company

Invest in This - It'll be worth 10x more by 2030 | Investing expert - Mohnish Pabrai
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Invest in This - It'll be worth 10x more by 2030 | Investing expert - Mohnish Pabrai

Ex-Amazon VP: Lessons from Working with Jeff Bezos that Changed My Life | Ethan Evans
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Ex-Amazon VP: Lessons from Working with Jeff Bezos that Changed My Life | Ethan Evans

Words of Wisdom from a Hedge Fund Analyst
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Words of Wisdom from a Hedge Fund Analyst

Value Investing Legend Seth Klarman: Masters in Business
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Value Investing Legend Seth Klarman: Masters in Business

He Manages $10 Billion for India's Crorepatis: Sectors to Watch, Exit Timing, 4x P/B Rule & More
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He Manages $10 Billion for India's Crorepatis: Sectors to Watch, Exit Timing, 4x P/B Rule & More

From Idea to $650M Exit: Lessons in Building AI Startups
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From Idea to $650M Exit: Lessons in Building AI Startups

The Contrarians Playbook When to Exit | Rajeev Thakkar | ET Alpha Wealth Summit
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The Contrarians Playbook When to Exit | Rajeev Thakkar | ET Alpha Wealth Summit

Inspiration for Business Leadership | Full Conversation
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Inspiration for Business Leadership | Full Conversation

How to Think About Risk with Howard Marks
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How to Think About Risk with Howard Marks

The Only Fundamental Analysis Video You Will Ever Need... (Full Course: Beginner to Advanced)
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The Only Fundamental Analysis Video You Will Ever Need... (Full Course: Beginner to Advanced)

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

Finance Career Discovery Programme — All Your Questions Answered Live | Full Q&A Session with UJ
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Finance Career Discovery Programme — All Your Questions Answered Live | Full Q&A Session with UJ