Gold Will Replace Dollar?
In this episode, we are joined by Aashish P Somaiyaa, CEO of White Oak Capital Management, for a deep and practical conversation on investing, market cycles, and portfolio strategy. The discussion starts with how to look at mutual funds, whether they truly create value, and the reality of FII and DII flows in the market. We then move into important topics like SIP vs direct investing, how market cycles work, and why investor behavior plays such a big role in long term returns.
Aashish also shares his views on why FIIs move money in and out of India, how global factors like AI and capital flows impact markets, and why India’s long term growth story still remains strong. The conversation goes deeper into practical decisions like staying invested vs holding cash, whether timing the market is even possible, and how he personally approaches investing.
Towards the end, we cover asset allocation in detail, including equity vs real estate, how leverage works in property, the role of gold and silver, gold ETFs, and strategies for small cap investing. The episode also touches upon multi asset investing, retail sentiment through SIP data, and key principles that every investor should keep in mind.
If you are looking for clarity on how to think about investing in today’s market and build a strong long term portfolio, this episode will give you simple and practical insights.
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If you need any help in investing, you can write to us at kirtan@truvantawealth.com
Listen to this episode on Spotify: https://open.spotify.com/episode/6juEUPZJlmPlp2AF4ULr7o
Disclaimer:
The ideas, analyses, and strategies shared on this platform are for educational purposes only. They should not be interpreted as financial advice. Any decision to act on the content provided is made at your own risk.
Mutual Funds are subject to market risk, read all the scheme information carefully before investing. We are an AMFI registered mutual fund distributor – Truvanta Wealth – ARN – 306070.
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