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In this quarterly recap, Matt turns the mic on Eric to delve into the remarkable performance of Q2, with the S&P up 4% and NASDAQ up 8%. They discuss the ongoing market strength, particularly driven by mega-cap growth companies and AI investment. The conversation covers the complexities active managers face, the unique AI spending cycle, the role of big balance sheets, and significant capital deployment. They also touch on historical market trends, fixed income perspectives, election year influences, and the rise of crypto. Please enjoy this second quarterly recap of 2024.
For the full show notes, transcript, and links to the best content to learn more, check out the episode page HERE.
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Making Markets is a property of Colossus, LLC. For more episodes of Making Markets, visit joincolossus.com/episodes.
Stay up to date on all our podcasts by signing up to Colossus Weekly, our quick dive every Sunday highlighting the top business and investing concepts from our podcasts and the best of what we read that week. Sign up here.
Follow us on Twitter: @makingmkts | @ericgoldenx
Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com).
Show Notes
(00:00:00) Welcome to Making Markets
(00:00:41) Active Management Challenges
(00:02:04) AI Boom and Market Dynamics
(00:04:54) Tech Giants and Capital Deployment
(00:08:12) Fixed Income Insights
(00:18:29) Small Cap and International Performance
(00:21:00) Election Year Market Impacts
(00:25:26) Future Market Outlook
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My guest today is Sajith Pai, a VC at Blume Ventures. Sajith is one of the leading thinkers on India, and today he takes us on a journey to understand this massive, fast-growing, and challenging market. We cover many of the unique features that define the country, such as the lack of trust and the low levels of debt. We also talk about segmenting the Indian consumer, the business models that work in India, the incredible rise of the startup ecosystem, and more.
If you want to learn more, I recommend you check out the 10-part Colossus series, Return on India. Please enjoy this episode with Sajith Pai.
For the full show notes, transcript, and links to the best content to learn more, check out the episode page HERE.
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Making Markets is a property of Colossus, LLC. For more episodes of Making Markets, visit joincolossus.com/episodes.
Stay up to date on all our podcasts by signing up to Colossus Weekly, our quick dive every Sunday highlighting the top business and investing concepts from our podcasts and the best of what we read that week. Sign up here.
Follow us on Twitter: @makingmkts | @ericgoldenx
Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com).
Show Notes
(00:00:00) Welcome to Making Markets
(00:01:04) Introduction to Sajith Pai and the Indian Market
(00:02:22) Challenges and Opportunities in the Indian Market
(00:04:54) Cultural Differences: Trust and Credit in India
(00:07:31) The Duopoly Phenomenon in Indian Industries
(00:11:01) Comparing India with Other Emerging Markets
(00:16:13) The Venture Capital Landscape in India
(00:21:24) Indian Consumer Market Dynamics
(00:21:54) Built in India for India: Success Stories
(00:23:06) Unique Indian Business Models
(00:24:48) Built in India for the West: Insights
(00:26:49) Government and Regulatory Environment
(00:28:56) Investment Landscape and Competition
(00:34:29) Exit Opportunities and Challenges
(00:37:41) Advice for Indian Founders
(00:39:57) Current Market Sentiment
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