Long term thinking is the only edge that you have. It's not analtic aledge. Everyone has the same information. People are smarters who it's not edge, right? The cycles keep repeating again and again. And while they don't repeat exactly in like manner, they definitely rhine. To put an analogy to this, weshall these cycles are like sequels of successful movies, like s indiana jones. They all have predictable, common plot narratives and usual ingredients thrown in. So what i've observed is rising liquidity and low interest rate, coupled with catalyst, which has a seductive narrative, is usually the real reason why the booms happen. And the con
Kuntal Shah is Partner at Oaklane Capital and a veteran in the Indian stock market. In this episode, we talk about the importance of understanding stock market cycles, lessons from financial history, twelve equations of life, and much more.