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Behind The Balance Sheet Podcasts

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Behind the Balance Sheet

Stephen Clapham, Behind the Balance Sheet

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Monthly
 
Our objective is to remove some of the mystique around investing and improve our understanding of what makes a successful investment, or indeed an unsuccessful one. We meet leading investors and commentators and educate ourselves not just about the world of investing but also about the world. Our goal is to inform, educate, entertain and make you a better investor. We feature famous guests and some you may not know. But we can learn from them all, whether you are one of our core audience of ...
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Welcome to the Emotional Balance Sheet, the go-to podcast for parents with multiple kids, especially those with twins, triplets, or more, who are navigating the maze of modern family life and personal finance. Whether you're overwhelmed by education costs, retirement planning, career transitions, or trying to define your purpose and plan, we're here to guide you with empathy, expertise, and encouragement. Hosted by Paul Fenner, Founder of TAMMA Capital, a Certified Financial Planner®, and pa ...
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The Paper Trail

Chris Seveney

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Weekly
 
Welcome to The Paper Trail, where we follow the journey—my journey—through the world of mortgage note investing. I'm Chris Seveney, and after years of buying, managing, and selling notes with 7e Investments, I'm here to share the real stories behind the deals—what went right, what went wrong, and what I wish I knew earlier. From non-performing loans to seller financing to private lending, this show is about more than strategies—it’s about learning to follow the paper trail and doing the due ...
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Welcome to Bundy Group Insights, the podcast that takes you behind the scenes of the latest developments in mergers and acquisitions, capital raises, economic, business, and industry-specific trends. Our goal is to provide you with an understanding of the strategies that drive business value creation in today’s dynamic M&A market. Each episode is packed with expert opinions, in-depth analysis, and insightful conversations. Brought to you by Bundy Group, a premier investment bank and advisory ...
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There is only one sustainable competitive advantage in business today—company culture—and I’m on a mission to help organizations harness its power. Josh Levine, here, the host of Great Mondays Radio. I’m an author, consultant, and educator with over fifteen years of experience helping hyper-growth technology companies become more effective, aligned, and profitable. My book, Great Mondays: How To Design A Company Culture Employees Love, was listed as one of BookAuthority’s best culture books ...
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Are you looking to understand the business of a better future? Welcome to NatureBacked. For three years and through more than 125 episodes, we've been on a mission to uncover how investors and entrepreneurs worldwide tackle climate change, from the complexities of emissions to the devastating reality of floods. We explore the personal choices and inspiring journeys driving this critical work. Join us to hear from the experts, innovators, and changemakers who are not just talking about change ...
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Multibagger Nuggets

Kris Heyndrikx - From Growth To Value

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Step into the world of 'Multibagger Nuggets' - where we explore potential stock winners. Kris and his guests exchange ideas about growth investing, quality stocks, and the market. Kris, also known as From Growth To Value, interviews experts and shares his thoughts about the investing in general, portfolio management and life. Find the insights that could shape tomorrow’s market leaders. No crystal balls, just solid analysis and a bit of fun.
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Dave Iben is the founder and CIO of Kopernik GlobalInvestors, a $6bn global value investment shop which prides itself on independent thought and is comfortable with contrarian positions. Steve invited Dave on the podcast because at a recent NewYork conference, Dave was cheerleading that value was back, and Steve wanted to discuss the rationale for …
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In today’s edition of Moneycontrol Editor’s Picks, find a full 360 degree coverage of the market regulator SEBI’s crackdown on Jane Street. From why this matters and its impact to our previous news breaks two months ago that predicted SEBI’s likely action - you will get the full lowdown on the latest developments on our website. Besides this, read …
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In this podcast, Kushal shares his views on the recent incident in Maharashtra where NS workers are allegedly seen slapping a shopkeeper in a video for not speaking in Marathi. Can India afford this style of lingustic tribalism as it marches towards the goal of a 10 trillion economy?#MaharashtraNews #MNS #Marathi -----------------------------------…
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In this podcast, Kushal speaks with Tushar Gupta about the leadership struggle happening in Karnataka. They also talk about the recent assault of a Gujarati businessman in Mira Road by MNS goons.Follow Tushar:X: @Tushar15_YouTube: https://www.youtube.com/@TheAtomChannelYT/featured#congress #karnatakapolitics #leadershipchange #khargestatement #itwe…
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In today’s Tech3 from Moneycontrol, India sees a strategic opening as Foxconn pulls 300 Chinese engineers from Apple factories. Over a dozen startups, including Meesho and PhysicsWallah, are prepping for IPOs worth nearly Rs 20,000 crore. Generative AI is transforming India’s IT sector, reducing reliance on mass hiring. And Sarvam AI begins trainin…
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SEBI bars Jane Street from India’s securities market, delivering a sharp blow to the US trading firm. What does this mean for foreign players in India’s derivatives space? We also track key triggers that could shape Nifty’s next move amid global trade uncertainty and expiry-led volatility. Plus, spotlight on Bajaj Finance, Marico, and Vedanta after…
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First, we talk to The Indian Express' Sujit Bisoyi about the Puri Rath Yatra. He shares the arrangements that were made for it and how things went wrong when a stampede broke out at the Yatra last week which caused 3 deaths and led to 50 people getting injured. Next, we talk to The Indian Express' Nikhila Henry about a tragic blast in a chemical fa…
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In this episode of All Things Policy, Vanshika Saraf is joined by Dr. Chietigj Bajpee, Senior Research Fellow at the Asia-Pacific Programme at Chatham House, London. They discuss how India is managing the intersection between its neighbourhood constraints and its global power aspirations. From India’s recent charm offensive in the international rea…
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There may be an India-US trade deal breakthrough soon. CII President Rajiv Memani shares insights about what may be on the cards. After Foxconn sends Chinese workers home, Apple must prepare for replacements to scale India manufacturing operations. Taking the confidential IPO route, Meesho files papers with SEBI - find the details on all this and m…
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In today’s Tech3 from Moneycontrol, we break down Meesho’s confidential move toward a billion-dollar IPO, Bizongo’s founders and investors coming under the EOW’s scanner, Mobikwik’s entry into stock broking, and Catamaran’s plans to recreate a Cloudtail-style success in Indian precision manufacturing. Tune in for the day’s biggest startup and tech …
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We live in a world obsessed with what’s new. The latest tech, the next headline, tomorrow’s market forecast. But beneath all that noise, some things stay the same. And maybe—just maybe—that’s where the real wisdom lies. Born out of a moment of reflection after a volatile April in the financial markets, I found myself returning to Morgan Housel’s wo…
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First, The Indian Express’ Ritu Sarin joins us to discuss her investigation into the money trail and mule account used in a digital scam. Next, we shift our focus to Punjab, The Indian Express’ Kanchan Vasdev explains that the AAP government is implementing one of its largest-ever land acquisition drives under a new land pooling policy. (18:35) And…
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Markets turned cautious as Nifty slipped below key support levels in intra-day trade on July 2, with financials dragging and midcaps snapping an 8-session winning streak. Traders are gearing up for another choppy session on weekly expiry day. In stocks to watch, all eyes are on a major block deal in Nykaa, while Avenue Supermarts, PNB, Indian Bank …
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Details on ICICI Prudential Asset Management Co’s expected IPO, HDB Financial Services’ trading debut & what listing a company of this scale costs, the popularity of monsoon getaways after a slump in summer tourism - all this and more in today’s Moneycontrol Editor’s Picks.
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दुनिया में बदलते आंतरराष्ट्रीय समीकरणों के चलते भारत और यूरोपीय संघ के बीच बेहतर संबंधों के आसार नज़र आ रहे हैं, पर भारत में यूरोपीय संघ के बारे में चर्चा कम ही होती है। इसीलिए हमने सोचा कि इस विषय पर किसी विशेषज्ञ से बात की जाए। इस एपिसोड पर हमारे साथ पुलियाबाज़ी के लिए जुड़ रही है गरिमा मोहन जो जर्मन मार्शल फंड ऑफ़ यूनाइटेड स्टेट्स में सीनियर फेलो है…
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In this episode of All Things Policy, Sowmya Prabhakar, COO of Takshashila Institution, is in conversation with Uday Vijayan, Managing Trustee & President of Beyond Carlton, a citizen-led fire safety initiative established after the 2010 Carlton Towers fire tragedy in Bangalore. We unpack lived experiences, gaps in the system, and the sparks of hop…
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In today’s Tech3 from Moneycontrol, we decode green shoots in India’s startup job market, with hiring up and layoffs down. Nykaa’s early investor Banga family is cashing out Rs 1,400 crore worth of shares. Swiggy shuts its storefront platform Minis. The Centre rolls out new ride-hailing rules legalising bike taxis and capping surge fares. And final…
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In this action-packed episode of Cyrus Says, filmmaker Apoorva Lakhia takes us through his incredible journey — from the chaos of managing 10,000 extras on the set of Lagaan to leaving Aamir Khan behind as the production bus drove off in Bhuj. Apoorva opens up about how he brought Hollywood-style discipline to Bollywood, sharing hilarious and inten…
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In this episode of the Paper Trail Podcast, Chris is joined by Fred and Tracy Rui of NoteInvestor.com, two of the most respected voices in the seller finance world. Together, they share how they accidentally found their way into the note business over 30 years ago—and how seller financing has proven to be one of the most durable wealth-building str…
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The Nifty managed to shut shop above the 25,500 mark despite a muted trading session, with PSU banks and Reliance leading the gains. In today’s episode, Nandita Khemka breaks down the market action, global cues and the next big trigger for the market. In stock spotlight: Asian Paints faces a CCI probe, Hero MotoCorp rides on robust June sales, Lupi…
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Two summers ago, Ashley J. Tellis published an essay in Foreign Affairs titled, “America’s Bad Bet on India,” which led to an extended, highly charged debate about the future of the U.S.-India relationship. Just a few weeks ago, Ashley published another big-picture piece in Foreign Affairs titled, “India’s Great-Power Delusions,” which has once aga…
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First, we talk to The Indian Express' Damini Nath who shares that ahead of the Bihar Elections, the state's electoral roll is getting a special intensive revision which might cost many citizens their right to vote. Next, we talk to The Indian Express' Sujit Bisoyi about an attack on an administrative officer in the Bhubaneshwar Municipal Corporatio…
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In this episode of 'All Things Policy', Col. KPM Das and Anushka Saxena talk about the story of the SATHI Handheld Battle Computer—a pioneering but ultimately shelved project that could have transformed the Indian Army’s battlefield operations. As a leading army officer for the project, KPM sheds light on how the product was developed, what SATHI a…
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Apple to gain revenue surge as big bet on India pays off, Indian billionaires defy market volatility, RBI plans to mop up liquidity and a mini US trade deal may see compromises from both parties even as a detailed agreement is scheduled for fall 2025. Listen to all this and more on the latest episode of Moneycontrol Editor’s Picks newsletter.…
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In today’s Tech3 from Moneycontrol, we unpack the boardroom drama delaying KKR’s exit from Avendus Capital, Shadowfax’s confidential Rs 2,000 crore IPO filing, and why Apple’s MacBooks and iPads are booming in India. We also spotlight Binance CEO Richard Teng’s take on India’s crypto hesitation and Bhutan’s bold crypto bet. Plus, Francisco D’Souza …
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India’s GST journey has completed eight years. While the concept of one nation one tax has delivered revenues and high buoyancy for the government, critics say that the one tax ideal has been lost. Multiplicity of rates and their application has made the process muddy. On the other hand, government believes that with detection rising and more compa…
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In this podcast, Kushal and Daniel talk about the latest news about the digital service tax that was imposed by the Mark Carney government. This led to a visceral response from President Trump where he threatened to impose tariffs again. As a result of that Canada decided to rescind the digital services tax to advance broader trade negotiations wit…
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Indian markets break a 4-day winning streak as the Nifty ends with a triple-digit loss, but midcaps continue to shine. In today’s episode, Nandita Khemka breaks down the key market cues, sectoral trends, and stock-specific news—from auto sales expectations to Bharat Forge’s business transfer and Sona BLW’s plans to manufacture rare earth magnets. A…
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First, we talk to The Indian Express' Udit Mishra about the World Bank's claim that poverty in India has gone down significantly. The World Bank says that only 5.75% of Indians now live in abject poverty, Udit shares how and if this is true. Next, we talk to The Indian Express' Amrita Nayak Dutta about Defence Minister Rajnath Singh's meeting with …
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The final ban on bike taxis in Karnataka is the culmination of a legal tussle between the government and commercial operators. The ban is not only deeply misguided, but also a reflection of the gap in governance that exists in the state and how it has been exploited by incumbent vested interests. In this episode of All Things Policy, Leah Govias an…
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From a confidential Rs 1,200 crore IPO filing by Manipal Payment to Elon Musk’s Starlink inching closer to Indian skies, today’s lineup spans M&A, pharma deals, private equity churn, and geopolitical tensions. Plus, Sanjeev Sanyal outlines India’s export challenge, and C Uday Bhaskar decodes China’s military purge.…
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In today’s Tech3 from Moneycontrol, we break down the return of new-age IPOs with Curefoods, Wakefit, and Pine Labs collectively eyeing Rs 4,000 crore in fresh capital. Jumbotail becomes the latest unicorn with a $120 million round. Infra.Market secures $50 million in new debt funding ahead of its IPO, and the Centre readies a national GCC framewor…
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How identity is redefining careers and work culture. By 2030, more than half the workforce may be self-employed—and job titles just aren’t cutting it anymore. In this episode, professional identity expert Dr. Sarabeth Berk Bickerton joins us to explore the rise of hybrid careers, the death of “career fit,” and why understanding how you want to be s…
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In this fun-packed episode of Cyrus Says, Cyrus Broacha chats with Shaarang Shringarpure — a fund manager by day and a brilliant mimicry artist by passion! Watch as Shaarang recreates legendary cricket commentaries, from Tony Greig to MS Dhoni, and reflects on his journey balancing finance with millions of fans who love his impressions. From Sachin…
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Indian retirement planning for long has been centered on your children being successful and them supporting you in your golden years. But, times are changing, with the rise of nuclear single child households, new pension options and easier access to capital markets, retirement planning also has to change. In this conversation, Deepak and Shray disc…
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Too much of our history is looked at through either a colonial lens or a patriarchal one. Ira Mukhoty joins Amit Varma in episode 421 of The Seen and the Unseen to share her gaze on India's history, and all that it has taught her. (FOR FULL LINKED SHOW NOTES, GO TO SEENUNSEEN.IN.) Also check out: 1. Ira Mukhoty on Instagram, Twitter, Goodreads and …
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Firstly, The Indian Express’ Sweety Kumari breaks down what is known so far in the Kolkata rape case that has sparked national outrage. Next, we turn to Australian teenage sprinter Gout Gout, whose record-breaking performance in has drawn global comparisons to legends like Usain Bolt with Express Sports podcast's hosts Mihir Vasavda and Amit Kamath…
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In this episode, Maya Patra and Astha Rastogi break down the UK government's 2025 immigration white paper introduced by Prime Minister Keir Starmer. They discuss how the proposed policies—from extended residency timelines to new restrictions on international students and care workers—reflect a broader shift toward nationalism. What’s at stake as th…
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Ready to elevate your equity investment strategy? Join Sheetal Malpani, CIO of Tamohara Investment Managers, as he demystifies Portfolio Management Services (PMS). Explore the benefits of PMS, including customized portfolios and the pursuit of alpha returns, compared to traditional mutual funds. Gain a fresh perspective on the Indian stock market's…
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This week on Hafta, Newslaundry’s Abhinandan Sekhri, Jayashree Arunachalam, Raman Kirpal and Anand Vardhan are joined by senior journalist Neerja Chowdhury, The News Minute’s editor-in-chief Dhanya Rajendran, and Newslaundry reporter Sumedha Mittal. Check out the Newslaundry store and flaunt your love for independent media. Download the Newslaundry…
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Revamped Consumer Price Index to provide item-level data for granular approach to policymaking, Virat Kohli starts new innings with a Rs 40 crore investment in sports goods startup Agilitas and Torrent Pharmaceuticals revives talks with KKR to acquire its stake in JB Pharma. We examine the hype vs the returns on thematic mutual funds and tell you a…
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