WTF is Finance
Business & Finance
About
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
Howard Marks, co-founder of Oaktree, joins Nikhil Kamath on WTF is Finance to discuss investment strategies, market cycles, and the implications of AI on the financial world. They explore topics such as bond investing, contrarian approache…
- Howard Marks: "I Changed My Mind On AI" | Ep. Trailer | WTF is Finance
Howard Marks, co-founder of Oaktree Capital Management, discusses his altered perspective on AI after a conversation with Claude. He also shares insights on investment strategies, debt versus equity, and market returns.
- WTF Is Wealth? Ray Dalio Breaks It Down w/ Nikhil Kamath | WTF is Finance Ep 2
Ray Dalio joins Nikhil Kamath on WTF is Finance to discuss the nature of wealth, how money functions, the formation of asset bubbles, and strategies for building investment portfolios that can withstand economic volatility, debt, and polit…
- WTF are Ray Dalio's Rules to Build a Real Portfolio? | Nikhil Kamath | WTF is Finance Ep 2 Teaser
This episode features a conversation on money, investing, and the mechanics that shape global markets, referencing Ray Dalio's rules for building a portfolio. It questions the nature of easily created wealth.
- India vs. China vs. US: Who Wins the Next Decade? | WTF is Finance | Ep 1 ft. Ruchir Sharma
In this episode of WTF is Finance, Ruchir Sharma shares his views on global economic forces, India's role in the new world order, and geopolitical dynamics, while also questioning if America's period of dominance has concluded.