Gen Z Loves Returns, Hates Discipline | Gurmeet Chadha (Part 2)

In Part 2, Gurmeet goes deep into the themes that will shape India’s next decade — and the mistakes investors must avoid if they want to stay in the game. He explains why autos, financials, defence tech, semiconductors, aviation, data centres, and premium consumer brands are entering a multi-year opportunity cycle, and how global shifts like deglobalisation, rising tariffs, and geopolitical tension are creating massive openings for Indian manufacturing. He breaks down how HNIs think differently from retail investors, why risk management matters more than high returns, and why most people lose money simply because they chase quick gains. Gurmeet also talks about gold, commodities, global tech valuations, the dangers of hype cycles, and why crypto still doesn’t pass his “common sense” investing filter. We dive into his views on PSU vs private, where consolidation is creating new pricing power, which sectors are ready for a turnaround, and how to allocate a fresh ₹10 lakh corpus across equity, bonds, gold and global markets. He also shares the importance of long-term compounding, holding through cycles, avoiding FOMO, and why even the best investors spend more time managing risk than predicting returns. Zero1 by Zerodha financially supports creators and storytellers through its network. The views and opinions in this video are solely those of the creator and are not endorsed by Zero1. Timestamps : 00:00 – Intro 01:14 – How do you choose a fund house & fund manager? 02:00 – What filters should you use when selecting mutual funds? 05:00 – Are tariffs and de-globalisation real threats to investors? 07:04 – Are corporate earnings entering a new upcycle? 10:47 – India’s big conglomerates & ecosystems 15:26 – If someone gets ₹10 lakh today, how should they invest it? 18:05 – Rapid fire round