The Dogs of Dalal Street
By Rutvij Thakkar, Mahesh Natamai, Harish Jai Ganesh, and Raghav Gangatirkar
The Dogs of Dalal StreetFeb 03, 2021
Episode 10 - Inflation Fears And Fed Policy
This episode is a top-down analysis on Federal Reserve policy within the context of both the stock market and real estate in the fourth quarter of 2021.
Be sure to check out our blog here: https://dalalstreetpodcast.wixsite.com/website, and medium here: https://dogsofdalalstreet.medium.com, where we frequently post due diligence on companies, industries, and commodities.
**DISCLAIMER**: This podcast is not to be taken as financial advice, we are simply informing our listeners. We are not responsible for any financial decisions you take. We are simply giving our honest opinions and describing the situations at hand.
Music: https://www.youtube.com/watch?v=P7Nt8Vzlw0I&list=LLGmViqDwUqme_i-A7Z_zNKg&index=3&t=0s (NO COPYRIGHT Jazz Background Music / Cafe Music Free Copyright / Restaurant Showreel Copyright Free)
Episode 9 - The GameStop Fiasco: Explained
This episode we cover the meteoric rise of GameStop as seen during the past week and the scrutiny brokerages have faced. We explain the reasons behind the surge, including events that triggered the surge and the state of GameStop before it. We also clarify and define shorts, short squeezes, and gamma squeezes when explaining the events that took place. We end with discussions about the legal ramifications of the event, how this will effect the future of the stock market, and if or how the SEC should be involved.
Be sure to check out our blog here: https://dalalstreetpodcast.wixsite.com/website, and medium here: https://dogsofdalalstreet.medium.com, where we frequently post due diligence on companies, industries, and commodities.
**DISCLAIMER**: This podcast is not to be taken as financial advice, we are simply informing our listeners. We are not responsible for any financial decisions you take. We are simply giving our honest opinions and describing the situations at hand.
Music: https://www.youtube.com/watch?v=P7Nt8Vzlw0I&list=LLGmViqDwUqme_i-A7Z_zNKg&index=3&t=0s (NO COPYRIGHT Jazz Background Music / Cafe Music Free Copyright / Restaurant Showreel Copyright Free)
Episode 8 - Exploring the Financial Ecosystem ft. Anand Nair
In this episode we help the common investor and finance enthusiast what all those different finance companies are and what they do, from Private Equity to Investment Banks, we cover all the bases guided by our experienced host, Managing Director Anand Nair. Wait until the end to listen to a very special Q&A that talks about Mr. Nair’s experience as a United States Marine and how that has helped him form his finance career.
Be sure to check out our blog here: https://dalalstreetpodcast.wixsite.com/website, and medium here: https://dogsofdalalstreet.medium.com, where we frequently post due diligence on companies, industries, and commodities.
**DISCLAIMER**: This podcast is not to be taken as financial advice, we are simply informing our listeners. We are not responsible for any financial decisions you take. We are simply giving our honest opinions and describing the situations at hand.
Music: https://www.youtube.com/watch?v=P7Nt8Vzlw0I&list=LLGmViqDwUqme_i-A7Z_zNKg&index=3&t=0s (NO COPYRIGHT Jazz Background Music / Cafe Music Free Copyright / Restaurant Showreel Copyright Free)
Episode 7 - IPOs/Underwriting & Factset Due Diligence
This episode consists of recent market news at the time of its recording, including the acquisition of TikTok, Nvidia's acquisition of ARM, and more. The educational section consists of the structure of IPOs, and how they are brought to life with the help of investment banks. We end the episode with an in-depth look at Factset, a portfolio research and analysis platform leveraging multiple sources of quality data and equipped with many integrations with third-party software/industry-standard technologies.
Be sure to check out our blog here: https://dalalstreetpodcast.wixsite.com/website, where we frequently post due diligence on companies, industries, and commodities.
**DISCLAIMER**: This podcast is not to be taken as financial advice, we are simply informing our listeners. We are not responsible for any financial decisions you take. We are simply giving our honest opinions and describing the situations at hand.
Music: https://www.youtube.com/watch?v=P7Nt8Vzlw0I&list=LLGmViqDwUqme_i-A7Z_zNKg&index=3&t=0s (NO COPYRIGHT Jazz Background Music / Cafe Music Free Copyright / Restaurant Showreel Copyright Free)
Episode 6 - Portfolio Management & Nvidia Due Diligence
This the first episode of a new podcast structure, where we first discuss recent market news/upcoming events, then educate our viewers on a particular topic, in this case, Portfolio Management, and end with due diligence on a particular stock, in this case, Nvidia.
**DISCLAIMER**: This podcast is not to be taken as financial advice, we are simply informing our listeners. We are not responsible for any financial decisions you take. We are simply giving our honest opinions and describing the situations at hand.
Music: https://www.youtube.com/watch?v=P7Nt8Vzlw0I&list=LLGmViqDwUqme_i-A7Z_zNKg&index=3&t=0s (NO COPYRIGHT Jazz Background Music / Cafe Music Free Copyright / Restaurant Showreel Copyright Free)
Episode 5 - Derivatives Part 2: Options
In this episode, we explain options, what they are, how they can be used to both hedge and amplify risk/reward, and different strategies with options like covered calls, credit/debit spreads, etc. We also discuss the four different greeks, what they represent, and how they can be used with trades.
**DISCLAIMER**: This podcast is not to be taken as financial advice, we are simply informing our listeners. We are not responsible for any financial decisions you take. We are simply giving our honest opinions and describing the situations at hand.
Music: https://www.youtube.com/watch?v=P7Nt8Vzlw0I&list=LLGmViqDwUqme_i-A7Z_zNKg&index=3&t=0s (NO COPYRIGHT Jazz Background Music / Cafe Music Free Copyright / Restaurant Showreel Copyright Free)
Episode 4 - Derivatives Part 1: Forwards And Futures
In this episode, we explain forwards and futures, the differences between them, their applications in common commodities like precious metals and fossil fuels, their uses for corporations to hedge, bias risk, as well as contemplate how current technological advancements may change the landscape of the current futures market.
**DISCLAIMER**: This podcast is not to be taken as financial advice, we are simply informing our listeners. We are not responsible for any financial decisions you take. We are simply giving our honest opinions and describing the situations at hand.
Music: https://www.youtube.com/watch?v=P7Nt8Vzlw0I&list=LLGmViqDwUqme_i-A7Z_zNKg&index=3&t=0s (NO COPYRIGHT Jazz Background Music / Cafe Music Free Copyright / Restaurant Showreel Copyright Free)
Episode 3 - Fixed Income Securities
In this episode, we discuss different types of fixed-income securities including corporate bonds, government treasury bonds, coupon bonds, discount bonds, credit defaults, preferred shares, and inflation-linked bonds. With each of these types of investments, we discuss the different types of risks involved, such as default risk, inflation risk, interest rate risk, and call risk. We also delve into discuss the inversion of bond yield curves and the relation between bond yields and other economic factors.
**DISCLAIMER**: This podcast is not to be taken as financial advice, we are simply informing our listeners. We are not responsible for any financial decisions you take. We are simply giving our honest opinions and describing the situations at hand.
Music: https://www.youtube.com/watch?v=P7Nt8Vzlw0I&list=LLGmViqDwUqme_i-A7Z_zNKg&index=3&t=0s (NO COPYRIGHT Jazz Background Music / Cafe Music Free Copyright / Restaurant Showreel Copyright Free)
Episode 2 - MacroEconomic Trends and Principles
In this episode, we explain various macroeconomic topics like GDP, inflation, foreign trade, fiscal policy, the CPI, debt cycles, and much more. We dedicated this episode to explain a few basic concepts to prime our viewers for the upcoming episodes which will be more narrow in scope and will be more conversational and less educational.
**DISCLAIMER**: This podcast is not to be taken as financial advice, we are simply informing our listeners. We are not responsible for any financial decisions you take. We are simply giving our honest opinions and describing the situations at hand.
Music: https://www.youtube.com/watch?v=P7Nt8Vzlw0I&list=LLGmViqDwUqme_i-A7Z_zNKg&index=3&t=0s (NO COPYRIGHT Jazz Background Music / Cafe Music Free Copyright / Restaurant Showreel Copyright Free)
Episode 1 - The Impact Of COVID-19 On Different Industries
In this episode, we discuss the effect the pandemic had and continues to have on different industries and sectors, including Aerospace & Defense, Commercial Real Estate, Manufacturing, Oil & Gas, Energy, Technology (Software, Hardware), Pharma, Banks, Health/Sanitation, Tourism & Hospitality, Insurance, and Education. We go in-depth as to why these industries are facing the struggles or reaping the awards that they are today, the future outlook for each sector, investment advice, macroeconomic trends, and explain financial concepts such as debt, weighted average cost of capital (WACC), valuation, credit, and others.
**DISCLAIMER**: This podcast is not to be taken as financial advice, we are simply informing our listeners. We are not responsible for any financial decisions you take, or subsequent losses or gains you incur from said decisions. We are simply giving our honest opinions and describing the situations at hand.
Music: https://www.youtube.com/watch?v=P7Nt8Vzlw0I&list=LLGmViqDwUqme_i-A7Z_zNKg&index=3&t=0s (NO COPYRIGHT Jazz Background Music / Cafe Music Free Copyright / Restaurant Showreel Copyright Free)