WTF is Finance – Détails, épisodes et analyse

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WTF is Finance

Nikhil Kamath

Business & Entrepreneuriat

Éducation

Fréquence : 1 épisode/61j. Total Éps: 5

Nikhil Kamath explores global finance trends, macroeconomics, and business finance through in-depth conversations with friends, industry experts, and thought leaders.

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Apple Podcasts

🇫🇷 France - investing
06/07/2026
#72
🇩🇪 Allemagne - investing
27/05/2026
#97
🇨🇦 Canada - investing
22/05/2026
#100
🇬🇧 Grande Bretagne - investing
03/05/2026
#98
🇨🇦 Canada - investing
24/04/2026
#87
🇨🇦 Canada - investing
23/04/2026
#79
🇫🇷 France - investing
21/03/2026
#89
🇨🇦 Canada - investing
22/09/2025
#98

Spotify

Aucun classement récent disponible

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https://www.linkedin.com/in/howardmarksbook/
4 partages
https://www.linkedin.com/in/nikhilkamathcio/
4 partages

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Score global : 53%

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Derniers épisodes publiés

Liste des épisodes récents, avec titres, durées et descriptions.

India vs. China vs. US: Who Wins the Next Decade? | WTF is Finance | Ep 1 ft. Ruchir Sharma

jeudi 4 septembre 2025 • Durée 02:59:43

Ruchir Sharma thinks America’s peak is over. In this episode, I sat down with the author, investor and economist to discuss the forces shaping the world’s economy, where India fits in the new world order, and all things geopolitics.

Timestamps:

00:00 - Intro

2:45 - Early life & formative years

6:50 - What India can learn from Singapore & China’s models

11:33 - Premature welfare state: growth or mistake?

17:47 - Social mobility, elections & incumbency

27:06 - Does meritocracy create inequality?

31:29 - Why govt. bailouts hurt the private sector

33:50 - Regulation, crypto & blockchain

44:06 - Tariffs & free trade

49:12 - Affordable housing & property taxes

56:55 - Does India need a dogecoin?

1:02:00 - State vs. central govt. in India

1:09:07 - Putting corruption into perspective

1:15:03 - UBI & AI’s potential

1:25:37 - Interaction with Putin

1:32:35 - Journalism, free speech & media ethics

1:41:43 - Short selling: risks & rewards

1:43:47 - How Ruchir found his passion

1:53:26 - Validation & defining happiness

1:57:28 - FDI & how India can boost growth

2:06:44 - US: Superpower no more?

2:11:31 - Geopolitics: India, China & US

2:18:28 - American tech & patriotism

2:21:55 - Small cap boom & retail investors

2:30:56 - China today: politics & economics

2:37:26 - The thesis of American exceptionalism

2:40:28 - India’s 10 year playbook: wages vs. assets

2:48:35 - Private, public & emerging markets

2:52:48 - Tomorrow’s big trends

#NikhilKamath - Investor & Entrepreneur

Twitter: [https://x.com/nikhilkamathcio ](https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqbm9WZVh3cHVTX3JEeGptVjlOZ1R3cW5rVkZJUXxBQ3Jtc0tuekFjWnRXME9XUUVLcDNCTk9YcHd5OU1MV1NMamE0cWE1T25meGJ4VWRMa21OY3VYLWM2T05iOUJtYTNWbWRSLW5YUXNzTTRHUUpjOGdZSGJzNEYxMkt2Y2hmWVNUeU51Nk5MRFVieVNtSTJwMkFXZw&q=https%3A%2F%2Fx.com%2Fnikhilkamathcio&v=wHQiewz8k9g)

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#RuchirSharma - Chairman of Rockefeller International and Founder and Chief Investment Officer of Breakout Capital

Website: https://ruchirsharma.com/

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WTF Is Wealth? Ray Dalio Breaks It Down w/ Nikhil Kamath | WTF is Finance Ep 2

samedi 20 décembre 2025 • Durée 01:12:45

Wealth can be created easily — but that doesn’t mean it’s real. In WTF is Finance, Ray Dalio explains how money actually works, why asset bubbles form, and how investors should build portfolios that survive cycles, debt, and political change.

00:00 – Ray Dalio’s early life & first exposure to markets

04:55 – Why early wins hook people into trading

07:20 – Leverage, futures & learning risk the hard way

08:45 – Nixon ending the gold standard & why it mattered

11:25 – What money really is (store value vs medium of exchange)

15:00 – The interest-rate trap: promises vs real money

18:00 – How Ray compares assets, liquidity & leverage

21:48 – Portfolio construction if you can’t beat the market

24:21 – Bitcoin, stablecoins & why Ray remains cautious

26:40 – What actually counts as a store of wealth (beyond gold & crypto)

28:41 – Real estate, taxation & why immovable assets are easy to tax

30:44 – Learning by proximity: the modern version of “being a caddy”

34:22 – Prediction markets: speculation vs hedging

36:02 – Wealth vs money: how bubbles are created

41:32 – The 5 big forces that drive economies & markets

45:39 – How young Indians should actually “play the money game”

50:00 – What makes a successful trader or investor psychologically

52:43 – Curiosity, cause–effect thinking & building an edge

55:00 – Ray Dalio on legacy, Community & passing knowledge forward

59:50 – Leadership lessons from China, UAE & global powers

WTF are Ray Dalio's Rules to Build a Real Portfolio? | Nikhil Kamath | WTF is Finance Ep 2 Teaser

vendredi 19 décembre 2025 • Durée 01:08

Wealth can be created easily. But is it actually real? A conversation on money, investing, and the mechanics that quietly shape global markets with Ray Dalio. Coming Soon! #NikhilKamath Entrepreneur & Investor Host of 'WTF is' & 'People By WTF' Podcast X: https://x.com/nikhilkamathcio/

Instagram: / nikhilkamathcio
LinkedIn: https://www.linkedin.com/in/nikhilkam...
Facebook: / nikhilkamathcio #RayDalio

American Hedge Fund Manager

Howard Marks On Why Most Investors Lose, AI Bubbles & India | Nikhil Kamath | WTF is Finance

lundi 4 mai 2026 • Durée 01:43:16

I sat down with Howard Marks, the co-founder of Oaktree and the man who has been writing the memos every serious investor on earth opens first for over thirty years, and what was supposed to be a conversation about debt and cycles became a conversation about how anyone gets above-average at anything in a world where everyone smart is already trying. We covered why he picked bonds over stocks for an entire career and got rich doing the opposite of what everyone wanted to do, why the S&P returns 10% a year but almost never between 8 and 12, why he changed his mind on AI after a single conversation with Claude, what AI can't do that great investors still can, why he thinks India's biggest export business sits in the crosshairs of AI, and where the $10 bill nobody has picked up is hiding right now.

00:00 Introduction

02:05 From Queens to Wharton beginnings

08:10 Mujo and independence of events

15:17 Why cycles exist in markets

22:09 Pandemic, recessions, and recovery age

28:38 Where we are today

36:08 Drifting versus seeing the river

42:57 Oak Tree and accidental entrepreneurship

49:45 Why bonds over equities

57:14 Distressed bonds and excess returns

1:05:36 Beginning a new career today

1:12:42 Active management versus indexation

1:20:08 Learning from Andrew, second level thinking

1:27:25 How to become contrarian and better

1:34:28 Learning from history, final advice

#Nikhil Kamath Co-founder of Zerodha and Gruhas

Host of 'WTF is' & 'People By WTF' Podcast

Howard Marks: "I Changed My Mind On AI" | Ep. Trailer | WTF is Finance

vendredi 1 mai 2026 • Durée 01:47

Howard Marks runs the largest distressed debt firm in the world, has been writing the memos that Warren Buffett opens first for over thirty years, and just changed his mind on AI after a single conversation with Claude — we got into who's going to make the most money in investing over the next ten years, why he picked debt over equity for an entire career, why the S&P returns 10% on average but almost never between 8 and 12, and where the $10 bill nobody's picked up is sitting right now.

#nikhilkamath Co-founder of Zerodha and Gruhas

Host of 'WTF is' & 'People By WTF' Podcast

Twitter: https://x.com/nikhilkamathcio/

Instagram: https://www.instagram.com/nikhilkamathcio/

LinkedIn: https://www.linkedin.com/in/nikhilkamathcio?utm_source=share&utm_campaign=share_via&utm_content=profile&utm_medium=ios_app

Facebook: https://www.facebook.com/nikhilkamathcio/

#HowardMarks Co-founder and co-chairman of Oaktree Capital Management

LinkedIN- https://www.linkedin.com/in/howardmarksbook/

Twitter - https://x.com/HowardMarksBook

Watch 'WTF is' Podcast on Spotify

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Watch 'People by WTF' Podcast on Spotify

https://tinyurl.com/yme92c59

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