Creator Post Archive
Value Research
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May 25, 2026
Process vs Randomness — Why Financial Models Fail and What Nassim Taleb Says You Should Do Instead
This video discusses Nassim Taleb's views on market randomness and the failure of financial models. Taleb argues that an over-reliance on models, driven by academia and the financial industry, creates a false sense of science and predictability, leading to more severe financial disasters. He highlights the danger of increasing homogeneity in the financial system, comparing it to monocultures in agriculture or the dominance of Windows PCs, which makes the system paradoxically riskier despite periods of apparent stability.
May 24, 2026
Stop Waiting for the Perfect Time to Invest
This video emphasizes the cost of delaying investments, illustrating how starting a small monthly SIP 20 years ago could have quadrupled an investment. It encourages viewers to use the Value Research SIP calculator and start investing without trying to time the market or achieve perfect knowledge.
May 23, 2026
I Traded Asian Markets at RBS. Here's What They Don't Teach You
This segment features an interview with Gorak Shah, who discusses his experience in quantitative trading at RBS in Hong Kong, managing Asian indices and NDF trades. He contrasts Indian market trading with global markets, highlighting the unique availability and liquidity of single stock futures in India which provides a significant advantage for shorting strategies. Shah also touches upon the evolution of arbitrage trades and the importance of backtesting in fund management.
May 22, 2026
Is This Market Crisis Different? What Investors Should Do Now | Investors' Hangout
The creator discusses a market crisis that is different from past events due to actual destruction of capacity rather than just a change in mood or market sentiment. This disruption, particularly in energy sources like crude oil imports, makes India vulnerable and could have lasting economic impacts, potentially benefiting some sectors while damaging others.
May 19, 2026
How to Pick Stocks That Beat the Market | Large-Cap Investing
The creator discusses stock picking strategies for large-cap investing, emphasizing the importance of respecting valuations and taking calculated risks through bottom-up research. The approach focuses on buying growth companies at reasonable prices, avoiding overpaying, and capitalizing on market dislocations to generate alpha. The discussion highlights how these principles have contributed to the success of Nippon India Mutual Fund's large-cap fund.
May 19, 2026
When “This Too Shall Pass” Doesn’t — Why This Geopolitical Crisis Feels Different | Value Research
The creator discusses how the current geopolitical crisis, specifically the US-Iran war, differs from past market downturns. Unlike previous crises that primarily damaged sentiment, this one inflicts physical damage on infrastructure like refineries, leading to long-term rebuilding phases and sustained high costs for essential goods. This will impact Indian investors through higher input costs for companies, compressed margins, and a slower, uneven recovery than typically seen.
May 17, 2026
4 Numbers That Tell If Your SIP Is Actually Working
This video from Value Research explains four key metrics to evaluate the performance of an SIP (Systematic Investment Plan) fund: expense ratio, return consistency, star ratings, and fund manager tenure. It emphasizes that regular annual reviews using these metrics can significantly impact the final corpus and advises checking funds on Value Research Online.
May 16, 2026
The PM's 7 Appeals, 1 Signal And 2 Words for Your Portfolio
This video discusses three key points for investors: the Prime Minister's seven appeals (not related to gold), a favorable change for those with money in international equities, and the importance of patience and avoiding panic amidst a falling rupee and geopolitical crisis. The advice is to "just award" (likely meaning to wait or hold) for your portfolio.
May 12, 2026
If Not Gold, Then What? Dhirendra Kumar Answers This Friday
The creator discusses their long-standing advice against buying gold over the past 20 years, contrasting their reasoning with that of the Prime Minister. The focus is on the differing motivations behind the advice.
May 11, 2026
The Straight-Line Trap — Why Market Predictions Fail More Than They Succeed | Value Research
The creator discusses the 'straight-line trap' in market predictions, where a single factor is extrapolated without considering feedback loops and system adjustments. He uses examples of Indian IT companies, currency fluctuations, and investor reactions to rising interest rates to illustrate how these predictions often fail. The key takeaway is to question what's missing in a chain of reasoning, as markets are dynamic and self-correcting systems, not simple domino effects.
May 9, 2026
3 Buckets That Will Make Your Retirement Money Last Forever
This video discusses a three-bucket strategy for retirement savings. The first bucket is for safety (emergency funds), the second for income generation, and the third for growth, which should be invested in equities with careful risk management to protect against inflation.
May 9, 2026
Gold ETF in Your Portfolio: Allocation Guide and 3 Risks Most Investors Miss
This video discusses the role of gold and silver in a passive investment portfolio, addressing common biases like herd and recency bias. It explains that commodities like gold can offer diversification and hedging benefits due to their low or negative correlation with equities, act as a proxy for the dollar, and serve as a store of value with less downside risk compared to equities. The discussion also touches on the emotional value of gold in India and the importance of understanding gold ETFs before investing.
May 8, 2026
How to Make Your Retirement Money Last: A Complete Guide for Indian Investors
This video discusses how investment strategies need to shift from accumulation to distribution after retirement. It outlines a three-bucket approach for retirees: a safety net for emergencies, an income engine for regular support, and a growth bucket invested in equity to combat inflation and preserve the value of the other two buckets.
May 4, 2026
Debt vs Equity — Why Chasing Returns or Safety Alone Is a Losing Game | Value Research
This video discusses the timeless dilemma between investing in debt and equity, particularly during times of market volatility. It argues against market timing and advocates for a consistent strategy of asset allocation and rebalancing, suggesting that a fixed percentage of the portfolio should always be allocated to debt, regardless of market performance. The creator emphasizes keeping long-term money in stocks and the rest in fixed income, recommending periodic rebalancing to book profits and maintain the desired allocation.
May 2, 2026
What Happens If You Stop Your SIP Midway?
This video explains the importance of continuing SIPs (Systematic Investment Plans) despite market volatility. It uses simple arithmetic to show how stopping SIPs midway significantly reduces long-term wealth accumulation, highlighting that market downturns are common and continuing investments is crucial for achieving financial goals.
May 1, 2026
Should You Stop Your SIP Now? | Investors’ Hangout with Dhirendra Kumar
This video discusses the trend of SIPs being stopped and started, emphasizing the importance of staying invested through market volatility. It highlights the long-term wealth creation potential of SIPs, even with modest amounts, and explains why investor returns often lag fund returns due to timing errors.
Apr 17, 2026
ELSS is dead? The crowd got it completely wrong.
The creator argues that ELSS (Equity Linked Savings Scheme) funds in India are misunderstood and unfairly abandoned by investors due to the loss of tax benefits under the new tax regime. They highlight that ELSS funds have historically outperformed the index and the 3-year lock-in provides forced discipline, allowing fund managers to hold best bets through volatility. The mass exodus has made the category leaner and better positioned.
Apr 11, 2026
The Hidden Passive Investing Mistake That Hurts Returns
This video discusses a common mistake passive investors make: accumulating too many similar funds without understanding their underlying holdings, leading to a lack of true diversification and reduced returns. The speaker emphasizes the need for discipline and a well-structured portfolio, even within passive investing, to avoid underperforming by as much as 0.4-0.7% annually.
Apr 10, 2026
Capital Gains Account Explained: Save Tax on Property Sale
This video explains the Capital Gains Account Scheme in India, which allows individuals to defer capital gains tax when selling property and reinvesting the proceeds into another property. It discusses the tax implications, the process of opening a capital gains account, and the importance of understanding opportunity loss when parking funds in low-yield bank accounts.
Apr 8, 2026
At Financial Summits, Everyone Is Selling Something — Learn to Listen Like an Investor
This podcast episode discusses the incentives behind financial advice, particularly at summits where speakers often have something to sell. It highlights how retail investors in India may have absorbed selling pressure from foreign institutional investors, questioning whether this financialization has truly benefited savers. The creator advises listeners to consider who is speaking and what their motivations are before acting on investment advice.
Apr 4, 2026
If You Missed Friday’s Investors’ Hangout, You Need to Watch This!
This video recap highlights three key topics from the Investors' Hangout: the unexpected reaction of gold prices to Middle East conflict, the distinct nature of oil as an investment compared to gold, and the importance of self-awareness before investing. It encourages viewers to watch the full discussion with Dhirendra Kumar for deeper insights.
Apr 4, 2026
From 1.5% to 18% AUM: Is Passive Investing in India Heading for a Tipping Point?
This video discusses the growth of passive investing in India and globally, comparing it to the US market. The guest, Sahil Agarwal, argues that passive investing is not a threat to market efficiency and that active and passive investing can coexist, with opportunities for investors to benefit from the increasing adoption of passive strategies in India.
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