TIP583: Preparing for the Bear Market to Come w/ Gautam Baid
The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network
Stig Brodersen
4.6 • 3.6K Ratings
🗓️ 22 October 2023
⏱️ 67 minutes
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| 0:00.0 | On today's episode, I'm joined by Gautam Bade. Gautam is the Managing Partner of Stellar |
| 0:08.2 | Wealth Partners India Fund, a Delaware-based investment partnership which is available |
| 0:12.6 | to accredited investors in the U.S. Gautam is also the equity advisor of Complete Circle |
| 0:18.1 | Stellar Wealth PMS, a portfolio management service which is available to Indian citizens |
| 0:23.2 | in NRIs globally. Both funds are modeled after the Buffett Partnership fee structure and |
| 0:28.4 | invest in listed Indian equities with a long-term, fundamental, and value-oriented approach. |
| 0:34.1 | If you've been following along with the show, you'd also know that Gautam is the author |
| 0:38.0 | of the International Best Stellar on Value Investing, the joys of compounding. On today's |
| 0:42.9 | show, we're going to be discussing his new book, The Making of a Value Investor, which |
| 0:47.0 | will be released on October 25, 2023. During this chat, we cover the impetus for |
| 0:52.7 | Gautam writing a second book. Why journaling is such an important practice for value |
| 0:56.9 | investors? Why judging market sentiment is important and how investors can go about |
| 1:01.4 | doing so? His biggest eureka moment in his journaling process? Why should letter portfolio |
| 1:06.8 | winners run? His thoughts on the importance of liquidity? The telltale signs that a |
| 1:11.8 | bear market is complete? What companies you shouldn't average down on in a bear market? |
| 1:17.2 | How we can use the wisdom of markets to our advantage? And how investors can best prepare |
| 1:22.1 | themselves for the next bear market? As always, it was such a pleasure having Gautam |
| 1:26.5 | on the show again. His first book, The Joys of compounding, it was so good I actually |
| 1:31.2 | did a five part review of it earlier this year. That started with episode 534 and then |
| 1:36.0 | I worked from there in the podcast feed. The joys of compounding was a book I received |
| 1:40.4 | countless messages about as so many of our listeners were so grateful to discover it |
| 1:44.4 | because of the show, so I'm really glad that Gautam joined me here to talk about his |
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