A masterclass in conversation. Bubble, Recession, IPO Boom!
Neeraj Bajpai, CNBC_Awaaz has an incredible knack for drawing out the deepest insights from his guests. With thoughtful questions and keen listening, he created an atmosphere where the conversation flowed effortlessly.
As a guest, it's one of the best interview experiences I've had. Neeraj Bajpai's preparation and genuine curiosity made me think deeply and share stories I hadn't planned to. Thank you, Neeraj ji.

00:00 Introduction
00:00 What's the biggest risk to India?
04:49 Story of an Expensive Commodity company
08:50 EV cost curve vs Petrol & Diesel
10:18 Stories are ruling the market today
13:32 US recession , will it benefit India?
17:42 Is Indian market in a bubble?
21:36 Great to Good Stories in India
23:48 G2G model
24:49 Building a Short Book
27:08 How to deal with so much liquidity?
32:19 FII how do they think?
35:34 3 ways to value companies?
37:23 Average PE is less? WRONG THINKING
38:54 PSU vs Private Banks analysis
40:00 Private Equity : how do they make money?
41:58 Kalyan Jewelers and Aeroplane
43:28 India's growth story
45:34 is India ready for AI
45:49 Intel vs Nvidia
47:24 Entry barriers in AI, 3 leaders
49:33 Principles of Investing
51:20 4 pillars of a great investment
52:28 Poem on GRIT

Hi friends, my name is Ajay Sharma. I am an investor and a serial entrepreneur, living in Singapore. I like telling stories.
I am an alum of IIT (BHU) Varanasi: Department of Pharmaceutical Engineering & Technology (https://iitbhu.ac.in/dept/phe/researc...) and IIM Ahmedabad (https://www.iima.ac.in/academics/mba).
I have experience from some of the leading global corporates viz. Edelweiss, Morgan Stanley, CLSA, and co-founded a Hedge Fund investing in Asia.

I have a passion for Start-ups and have co-founded a few and invested in many.
Some of my passion projects are :
mangotown.in : for special needs children
dizlog.com : SAAS for small businesses
myautogram.com : SAAS for HR
reducate.ai : Software education

I have interacted with a diverse group of people in the past two decades. I love to listen to stories and learn from people's experiences. These stories are highly inspiring, and the goal of this channel is to share these stories with the world.

To know more about me, watch -    • Who am I? #AjayFY  

To connect with me, follow me on my socials -
Instagram -   / g2g_ajay  
LinkedIn -   / ajayfy-sharma  
X - https://x.com/@G2GAjaySharma