Capitalmind looks at stocks, bonds, funds and the macro to bring you their view on the Indian financial markets. We discuss all things related to investing at our focussed podcast that keeps it simple. For more, go to capitalmind.in and to invest with us, visit capitalmindwealth.com
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00:00 Overview
04:40 Portfolio Update
09:20 New Amazon Thesis
22:09 Tom Lee Believes Markets Will Go higher
25:00 Mark Mahaney, Google Is Top Pick
30:20 Meta Poaching AI Employees
34:51 Lululemon Sues Costco
500 episodes