← All episodes
Money01:52:55
PDF · Learn from itThe hand-picked playbook for FO573Open PDF ↗
Figuring Out · FO573
FO573Money · 2026-10-10 · 01:52:55 · Shot in Mumbai
Saurabh Mukherjea
Stock Market Crash, Gold, US Stocks & Bulletproof Portfolio
Money01:52:551.4M
Views
7K
Likes
532
Comments
01:52:55
Runtime
About this episode
In today’s episode, we sit down with Saurabh Mukherjea, Author and Founder - Marcellus Investment Managers, to discuss the financial crisis he believes could be approaching and how investors can prepare for it.
Chapters · tap to jump in
00:00Intro↗03:48The Next Financial Crisis: Why Money Is No Longer Cheap↗08:01Easy Credit, Consumer Spending & Rising Debt↗16:08India's Debt Crisis & Global Economic Risks↗21:12Rahul Dravid's Mindset: Why You Should Double Down on Your Strengths↗27:44The Secret Behind Companies That Deliver 100x Returns↗34:34How Great Companies Build Lasting Competitive Advantages↗41:44Building Strong Leaders & High-Performance Teams↗48:48GE and Danaher: Building a Culture of Relentless Performance↗54:08Why Great Businesses Take on Tough Challenges↗1:00:24How to Protect Yourself From Rising Inflation↗1:16:28How Currency Shocks Affect Indian Businesses↗1:30:35Why Boring Businesses Can Deliver Big Returns↗1:35:40How to Protect Wealth in Overvalued Markets↗1:45:45ETFs, Asset Allocation & Global Investing↗1:51:04Why Rising Interest Rates Could Hurt Small & Mid-Cap Stocks↗
Chapter notes · free download
Take the notes with you.
Every chapter of this episode on one page, made from the episode itself. Save it as an image or a PDF.
Figuring Out · FO573Saurabh Mukherjea
Stock Market Crash, Gold, US Stocks & Bulletproof Portfolio
In this episode
In today’s episode, we sit down with Saurabh Mukherjea, Author and Founder - Marcellus Investment Managers, to discuss the financial crisis he believes could be approaching and how investors can prepare for it.
Chapters
- 03:48The Next Financial Crisis: Why Money Is No Longer Cheap
- 08:01Easy Credit, Consumer Spending & Rising Debt
- 16:08India's Debt Crisis & Global Economic Risks
- 21:12Rahul Dravid's Mindset: Why You Should Double Down on Your Strengths
- 27:44The Secret Behind Companies That Deliver 100x Returns
- 34:34How Great Companies Build Lasting Competitive Advantages
- 41:44Building Strong Leaders & High-Performance Teams
- 48:48GE and Danaher: Building a Culture of Relentless Performance
- 54:08Why Great Businesses Take on Tough Challenges
- 1:00:24How to Protect Yourself From Rising Inflation
- 1:16:28How Currency Shocks Affect Indian Businesses
- 1:30:35Why Boring Businesses Can Deliver Big Returns
- 1:35:40How to Protect Wealth in Overvalued Markets
- 1:45:45ETFs, Asset Allocation & Global Investing
- 1:51:04Why Rising Interest Rates Could Hurt Small & Mid-Cap Stocks
RAJ SHAMANI
Up next
