Ep 271: Crossing Over With Deepak Shenoy
The Seen and the Unseen - hosted by Amit Varma
A Thought Experiment
The best kind of fund is the index fund, because it will out perform most other funds. You have to watch out for the survivorship byas as well, that there'll be many, many funds with many different strategies. There are regimes which suit certain kinds of fund managers and they become celebrities. In those fund manager regime's a lot of people like Warren Buffet do very well in stock markets.
Deepak Shenoy wants to ask Amit Varma about the creator economy. Amit wants to talk to Deepak about finance and his new book. Episode 271 of The Seen and the Unseen is a crossover episode with the Capital Mind Podcast in which Amit and Deepak get a jugalbandi going. Also check out: 1. Deepak Shenoy on LinkedIn and Twitter. 2. Money Wise: Timeless Lessons on Building Wealth -- Deepak Shenoy. 3. Capitalmind, Deepak Shenoy’s investment research and wealth management company. 4. The Capitalmind Podcast and YouTube channel. 5. Lessons in Investing (and Life) -- Episode 208 of The Seen and the Unseen (w Deepak Shenoy). 6. If You Are a Creator, This Is Your Time -- Amit Varma. 7. Episodes of The Seen and the Unseen on the creator ecosystem with Roshan Abbas, Varun Duggirala, Neelesh Misra, Snehal Pradhan, Chuck Gopal and Nishant Jain. 8. The Secret Life of Walter Mitty -- James Thurber. 9. Mungerilal Ke Haseen Sapne (on Wikipedia and YouTube). 10. The Truman Show -- Peter Weir. 11. Losing My Religion -- REM. 12. With or Without You -- U2. 13. Conversation and Society -- Episode 182 of The Seen and the Unseen (w Russ Roberts). 14. Econ Talk (by Russ Roberts) and Conversations with Tyler (by Tyler Cowen). 15. The Prem Panicker Files -- Episode 217 of The Seen and the Unseen (w Prem Panicker). 16. The Connell Guide to How to Write Well -- Tim de Lisle. 17. Amitava Kumar Finds the Breath of Life -- Episode 265 of The Seen and the Unseen. 18. The Life and Times of Abhinandan Sekhri -- Episode 254 of The Seen and the Unseen. 19. Rukmini Sees India’s Multitudes -- Episode 261 of The Seen and the Unseen (w Rukmini S). 20. Addiction by Design: Machine Gambling in Las Vegas — Natasha Dow Schüll. 21. When Harry Met Sally -- Rob Reiner. 22. Dil Dhoondhta Hai Phir Wohi Fursat Ke Raat Din -- Bhupinder Singh. 23. Dave Barry on Amazon. 24. Indian Society: The Last 30 Years -- Episode 137 of The Seen and the Unseen (w Santosh Desai). 25. Gurpriya Sidhu's tweet thread on sitting alone at cafes. 26. Self-Esteem (and a Puddle) -- Amit Varma's post with Douglas Adams's puddle quote. 27. The Life and Times of Mrinal Pande -- Episode 262 of The Seen and the Unseen. 28. Men Are from Mars, Women Are from Venus -- John Gray. 29. The Blank Slate -- Steven Pinker. 30. $800,000 to Zero - The FASCINATING History of DaVinci Resolve -- Alex Jordan of Learn Color Grading. 31. Casey Neistat and MrBeast on YouTube. 32. 1000 True Fans — Kevin Kelly. 33. 1000 True Fans? Try 100 — Li Jin. 34. Sinocism -- Bill BIshop's Newsletter. 35. Steven Van Zandt: Springsteen, the death of rock and Van Morrison on Covid — Richard Purden. 36. Blueprint for Armageddon -- Episode 50-55 of Dan Carlin's Hardcore History. 37. The Universe of Chuck Gopal -- Episode 258 of The Seen and the Unseen. 38. Miss Excel on Instagram and TikTok. 39. How an Excel Tiktoker Manifested Her Way to Making Six Figures a Day — Nilay Patel. 40. AR Rahman on Spotify. 41. Nuclear Power Can Save the World — Joshua S Goldstein, Staffan A Qvist and Steven Pinker. 42. Beware of Quacks. Alternative Medicine is Injurious to Health -- Amit Varma. 43. Dave Chappelle on Netflix. 44. Ideas of India -- Shruti Rajagopalan's podcast. 45. Narendra Shenoy and Mr Narendra Shenoy -- Episode 250 of The Seen and the Unseen. 46. Superforecasting — Philip Tetlock and Dan Gardner. 47. Dunbar's Number. 48. Poker and Stock Markets -- Episode 47 of The Seen and the Unseen (w Mohit Satyanand). 49. So it’s now 20,000, is it a big deal? -- Deepak Shenoy's famous ghazals post from 2007. 50. Hoshwalon Ko Khabar Kya -- Jagjit Singh, from Sarfarosh. 51. Tum Ko Dekha Toh Ye Khayal Aaya -- Jagjit Singh, from Saath Saath. 52. La Pila De Sharab Ai Saqi -- Jagjit Singh. 53. How I Made $4,790,000 in 2021 -- Ali Abdaal. 54. The Power of Imagination — Mohammed Salim Khan. 55. Don't Get Fooled By Success (2005) -- Amit Varma. 56. The Life and Times of Nirupama Rao -- Episode 269 of The Seen and the Unseen. 57. Zerodha Varsity. 58. The Motley Fool. 59. The YouTube Channels of Rachana Ranade and Ishmohit Arora. 60. Stock Market For Beginners (Hindi) -- Pranjal Kamra. 61. Everything You Need to Know About Finance and Investing in Under an Hour -- William Ackman. 62. Liar's Poker -- Michael Lewis. 63. Buffett: The Making of an American Capitalist -- Roger Lowenstein. 64. When Genius Failed -- Roger Lowenstein. 65. Peter Lynch on Amazon. 66. Market Wizards & The New Market Wizards by Jack D Schwager. 67. The Complete TurtleTrader: How 23 Novice Investors Became Overnight Millionaires -- Michael W Covel. 68. Invest Like the Best — Patrick O’Shaughnessy’s podcast. 69. Books we Like: On Investing, Trading & More — The Capitalmind team. This episode is sponsored by CTQ Compounds. Check out The Daily Reader and FutureStack. Use the code UNSEEN for Rs 2500 off. Check out Amit’s online course, The Art of Clear Writing. And subscribe to The India Uncut Newsletter. It’s free!
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