WTF is Finance
Nikhil Kamath explores global finance trends, macroeconomics, and business finance through in-depth conversations with friends, industry experts, and thought leaders.
Episodes
Howard Marks On Why Most Investors Lose, AI Bubbles & India | Nikhil Kamath | WTF is Finance
I sat down with Howard Marks, the co-founder of Oaktree and the man who has been writing the memos every serious investor on earth opens first for over thirty years, and what was supposed to be a conversation about debt and cycles became a conversation about how anyone gets above-average at anything in a world where everyone smart is already trying. We covered why he picked bonds over stocks for a
Howard Marks: "I Changed My Mind On AI" | Ep. Trailer | WTF is Finance
Howard Marks runs the largest distressed debt firm in the world, has been writing the memos that Warren Buffett opens first for over thirty years, and just changed his mind on AI after a single conversation with Claude — we got into who's going to make the most money in investing over the next ten years, why he picked debt over equity for an entire career, why the S&P returns 10% on average but al
WTF Is Wealth? Ray Dalio Breaks It Down w/ Nikhil Kamath | WTF is Finance Ep 2
Wealth can be created easily — but that doesn’t mean it’s real. In WTF is Finance, Ray Dalio explains how money actually works, why asset bubbles form, and how investors should build portfolios that survive cycles, debt, and political change. 00:00 – Ray Dalio’s early life & first exposure to markets 04:55 – Why early wins hook people into trading 07:20 – Leverage, futures & learning risk the hard
WTF are Ray Dalio's Rules to Build a Real Portfolio? | Nikhil Kamath | WTF is Finance Ep 2 Teaser
Wealth can be created easily. But is it actually real? A conversation on money, investing, and the mechanics that quietly shape global markets with Ray Dalio. Coming Soon! #NikhilKamath Entrepreneur & Investor Host of 'WTF is' & 'People By WTF' Podcast X: https://x.com/nikhilkamathcio/ Instagram: / nikhilkamathcio LinkedIn: https://www.linkedin.com/in/nikhilkam... Facebook: / nikhilkamathcio
India vs. China vs. US: Who Wins the Next Decade? | WTF is Finance | Ep 1 ft. Ruchir Sharma
Ruchir Sharma thinks America’s peak is over. In this episode, I sat down with the author, investor and economist to discuss the forces shaping the world’s economy, where India fits in the new world order, and all things geopolitics.Timestamps:00:00 - Intro2:45 - Early life & formative years6:50 - What India can learn from Singapore & China’s models11:33 - Premature welfare state: growth or mistake
