YouSaid · the spoken record

Gautam Baid

lines on the record

55

first

2023-10-22

most recent

2023-10-22

sittings or episodes

1

sources

podcast

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1. “Number one is the IPO or initial public offering market. And number two is the quality of investor portfolio. So let me talk about both these points separately. Initial public offerings or IPOs are a very effective indicator for judging market sentiment. During stage one, good companies come out with IPOs at cheap valuations or reasonable valuations during stage two. Good companies come out with IPOs at expensive valuations or very expensive valuations. And in stage three, bad companies, many of which do not even have any earnings, come out with IPOs at ludicrous valuations and which are heavily oversubscribed by retail investors whose surging presence in the markets is a late cycle indicator and very high levels of margin funding both in the primary and secondary market is a predominant characteristic of the final blowout phase of any bull market. So this is why IPO and margin funding and basically are very good indicators of market sentiment.”

   2023-10-22 · We Study Billionaires · TIP583: Preparing for the Bear Market to Come w/ Gautam Baid · IDENTIFIED FROM THE TRANSCRIPT

2. “Of clay understanding the prevailing Market sent And investor sentiment is very important, even though it is short term in nature, but it's important. Why is that so? It's because. Do not determine the price. At any given Of time demand Apply does, and that is why it is so important to Understand sentiment because Drives the Dyn And there are”

   2023-10-22 · We Study Billionaires · TIP583: Preparing for the Bear Market to Come w/ Gautam Baid · IDENTIFIED FROM THE TRANSCRIPT

3. “Is where the journal comes in handy because it's very difficult to make the same mistake twice if you actually. Gone through Mistakes in”

   2023-10-22 · We Study Billionaires · TIP583: Preparing for the Bear Market to Come w/ Gautam Baid · IDENTIFIED FROM THE TRANSCRIPT

4. “Correct my personal behavioral biases because Charlie Mungar. It's To be as rational as possible Of us can be 100% rational.”

   2023-10-22 · We Study Billionaires · TIP583: Preparing for the Bear Market to Come w/ Gautam Baid · IDENTIFIED FROM THE TRANSCRIPT

5. “Investment journal into a book. So I found the idea to be very And interesting. And shortly thereafter, I started working on the book. Took me approximate Months to complete writing it. And lo and behold”

   2023-10-22 · We Study Billionaires · TIP583: Preparing for the Bear Market to Come w/ Gautam Baid · IDENTIFIED FROM THE TRANSCRIPT