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Value Research에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Value Research 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
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The Sarah Fraser Show


1 SISTER WIVES: The Brown Family Plans Garrison's Funeral, Gives NEW Details About His Passing. Justin Baldoni v Blake Lively UPDATES, First Pictures Of Micah Plath’s Broken Nose Have Surfaced!… 36:16
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DANMMMMM…Have I got a show for you! First, a lot of Sister Wives tea - new rumors have surfaced Janelle Brown is leaving the show. Plus, Gabe Brown gives a life update after losing and tragically finding his brother Garrison dead. Sadly, Garrison took his own life in March 2024. Then we head over to discuss the new Welcome To Plathville tea. The first pictures of Micah Plath have surfaced after being beat up by his brother Issac and it doesn’t look good for the future of his modeling career. Lastly, we discuss the latest in the Justin Baldoni v Blake Lively case, Justin is back on social media and it was the perfect social media return. Timestamps: 00:00:00 - Open and new Sister Wives news 00:05:43 - Janelle Brown leaving the show? Sister Wives Closet is officially closed 00:12:45 - A new pic of Micah Plath’s broken nose has surfaced 00:18:18 - Justin Baldoni back on social media and Taylor Swifts team is pissed at Justin Baldoni MY Go Big Podcasting Courses Are Here! Purchase Go Big Podcasting and learn to start, monetize, and grow your own podcast. USE CODE: MOM15 for 15% OFF (code expires May 11th, 2025) **SHOP my Amazon Marketplace - especially if you're looking to get geared-up to start your own Podcast!!!** https://www.amazon.com/shop/thesarahfrasershow Show is sponsored by: Download Cash App & sign up! Use our exclusive referral code TSFS in your profile, send $5 to a friend within 14 days, and you’ll get $10 dropped right into your account. Terms apply Horizonfibroids.com get rid of those nasty fibroids Gopurebeauty.com science backed skincare from head to toe, use code TSFS at checkout for 25% OFF your order Nutrafol.com use code TSFS for FREE shipping and $10 off your subscription Rula.com/tsfs to get started today. That’s R-U-L-A dot com slash tsfs for convenient therapy that’s covered by insurance. SkylightCal.com/tsfs for $30 OFF your 15 inch calendar Quince.com/tsfs for FREE shipping on your order and 365 day returns Warbyparker.com/tsfs make an appointment at one of their 270 store locations and head to the website to try on endless pairs of glasses virtually and buy your perfect pair Follow me on Instagram/Tiktok: @thesarahfrasershow ***Visit our Sub-Reddit: reddit.com/r/thesarahfrasershow for ALL things The Sarah Fraser Show!!!*** Advertise on The Sarah Fraser Show: thesarahfrasershow@gmail.com Got a juicy gossip TIP from your favorite TLC or Bravo show? Email: thesarahfrasershow@gmail.com Learn more about your ad choices. Visit megaphone.fm/adchoices…
Value Research
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Value Research에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Value Research 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
Value Research is an investment research company that has been empowering investors since 1991. For more from us, visit https://www.valueresearchonline.com/
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989 에피소드
모두 재생(하지 않음)으로 표시
Manage series 3488085
Value Research에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Value Research 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
Value Research is an investment research company that has been empowering investors since 1991. For more from us, visit https://www.valueresearchonline.com/
…
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모든 에피소드
×Most comprehensive financial plans are elaborate exercises in fortune-telling

1 Do You Really Need an International Fund in Your Portfolio? 14:24
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Is an international fund the missing piece in your portfolio—or just unnecessary risk? Watch now to find out!

1 Market Outlook and Hybrid Fund Strategies with Rajasa K | Franklin Templeton Emerging Markets Equity 25:00
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In this episode, we sit down with Rajasa K, Vice President and Portfolio Manager – Emerging Markets Equity-India at Franklin Templeton. Drawing from her rich experience navigating market cycles since 2008, Rajasa shares her insights on current market volatility, the outlook for Indian equities, and the evolving role of hybrid funds in turbulent times. Discover her investment philosophy blending growth and value, and how Franklin Templeton’s dynamic asset allocation model adjusts equity exposure based on market valuations.…

1 'Investing in International Markets is an Obvious Choice' - Mirae Asset’s Siddharth Srivastava 40:36
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In this insightful interview, Siddharth Srivastava, Head of ETF Products at Mirae Asset Investment Managers, talks about the growing popularity of ETFs, especially international ETFs, and how they offer great potential for portfolio diversification. Srivastava discusses key sectors like technology, healthcare, and energy, which have seen strong growth and will continue to drive market recovery. He also dives into his approach for designing ETFs, the importance of selecting the right index, and why investing in international markets, especially during market corrections, is an opportunity not to be missed. This is a must-watch for anyone looking to optimise their investment strategy with ETFs. #SiddharthSrivastava #MiraeAsset #ETFs #InternationalInvesting #PassiveInvesting #IndexFunds #FinancialMarkets #ETFsIndia #InvestmentStrategy #ETFProducts #ValueResearch…
Embracing uncertainty might be your best investment strategy
When markets wobble, your investment strategy shouldn't
Is chasing 25%+ annual returns a dream or a reality? Listen to our podcast to find out the truth!

1 Rohit Singhania on Market Recovery, Key Sectors, and Investment Strategy | DSP Mutual Fund Insights 30:00
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In this discussion, Rohit Singhania, Co-Head of Equities at DSP Mutual Fund, shares his views on market volatility, the sectors crucial for India’s market recovery, and his disciplined investment strategy. Singhania discusses the outlook for sectors like Financials, IT, and Energy, providing insights into their potential to drive long-term growth despite global uncertainties. He also elaborates on how he selects stocks based on business fundamentals and valuations, emphasising the importance of patience and cautious optimism in volatile market conditions. #RohitSinghania #DSPMutualFund #IndianEquities #ValueResearch #MarketRecovery #Financials #ITSector #EnergySector #InvestmentStrategy #StockSelection #MarketVolatility #EquityInvesting #FundManagement…

1 Aditya Pagaria on Fixed Income Investing Amid Global Uncertainty | Axis Mutual Fund Insights 21:29
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In this interview, Aditya Pagaria, Senior Fund Manager (Fixed Income) at Axis Mutual Fund, shares his outlook on the Indian debt market amidst recent RBI rate cuts and global economic uncertainty. He highlights the opportunities within the fixed-income space, advising investors on how to lock in higher yields, assess creditworthiness, and adapt to changing market conditions. Pagaria also discusses his strategic approach to managing debt portfolios, including the use of liquidity and tactical adjustments to capture the best returns in both rising and falling interest rate environments. #FixedIncomeInvesting #AxisMutualFund #DebtFunds #ValueResearch #RBI #InflationControl #InterestRates #InvestingInIndia #InvestmentStrategy…
Investing in foreign stocks is about owning great businesses, not just avoiding domestic market downturns
Discover how to turn your ₹1 Crore retirement corpus into a steady income powerhouse—without sacrificing growth or security!
Something is fundamentally wrong if you can't leave your portfolio alone for a week
Is your fixed income strategy ready for today’s market? Join Dhirendra Kumar for expert insights on navigating uncertainty!
Costly investing mistakes reveal more about us than the market

1 Kotak Mahindra MF's Abhishek Bisen Talks Stability and Opportunity in India's Debt Market 24:11
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Join Abhishek Bisen, Head of Fixed Income at Kotak Mahindra Mutual Fund, in this exclusive interview as he shares his expert views on India’s resilient debt market amidst global volatility and RBI rate cuts. With 18 years of experience navigating market cycles, Abhishek highlights the key role of liquidity and risk management in bond investments. He discusses how India’s debt market remains stable and attractive, despite rising global yields, and provides valuable insights into asset allocation strategies for investors in today’s environment. Tune in for a deep dive into fixed-income opportunities and strategies for navigating changing yields and inflation dynamics. #ValueResearch #IndianDebtMarket #AbhishekBisen #KotakMahindra #FixedIncome #DebtInvestment #RiskManagement #BondYields #AssetAllocation #RBIRateCuts #InvestmentStrategy Tags: Abhishek Bisen, Kotak Mahindra Mutual Fund, Fixed Income, Indian Bonds, Debt Market, Risk Management, Investment Strategy, RBI Rate Cuts, Yield Locking, Inflation, Asset Allocation, Portfolio Management, Value Research…
Panic sells, but Indian investors aren’t buying it
In the rush for 'hot' investments, corporate governance remains the bedrock of sustainable returns
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Value Research

1 From Data to Decisions: Nimesh Chandan’s InQuBe Edge to Outperform the Market 30:44
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Value Research sits down with Nimesh Chandan, CIO at Bajaj Finserv Mutual Fund, to unravel his InQuBe framework—the fusion of informational, quantitative, and behavioural edges that powers contrarian, market‑beating investment decisions. Learn how Nimesh blends top‑down mega‑trend analysis with bottom‑up stock screeners, employs pre‑mortem valuation scenarios, and uses Kelly‑based position sizing alongside strict stop‑loss and event triggers. #ValueResearch #BajajFinserv #NimeshChandan #InQuBe #EquityInvesting #AlphaGeneration #ContrarianInvesting #BehavioralFinance #PortfolioStrategy #MegaTrends Tags: Nimesh Chandan, Bajaj Finserv Mutual Fund, Value Research, InQuBe Framework, Equity Markets, Risk Management, Top‑Down Investing, Bottom‑Up Stock Picking, Alpha Strategies, Contrarian Approach…
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Value Research

Is gold still the ultimate hedge? Find out which form of gold is right for your portfolio in our latest Investors' Hangout!
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Value Research

1 Invesco's Alpha Playbook: Amit Ganatra's Secrets to Equity Success 35:22
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In this episode, Amit Ganatra, Head of Equities at Invesco Mutual Fund, takes you through his journey and unveils Invesco's disciplined, in‑house six‑category stock selection process. He explains how a high‑quality portfolio focus and strict risk‑management levers delivered alpha across market cycles. He also breaks down the turnaround strategies behind the Midcap Fund's 2024 comeback and the all‑weather Large & Midcap Fund's outperformance. #ValueResearch #AmitGanatra #InvescoMutualFund #EquityResearch #InvestmentPhilosophy #RiskManagement #IndianMarkets Tags: Value Research, Amit Ganatra, Invesco Mutual Fund, Equity Markets, Stock Selection, Portfolio Construction, Risk Management, Midcap Fund, Large & Midcap Fund, Indian Equities, Investment Strategy…
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Value Research

1 Money Masters: Samir Arora of Helios Capital on Building Long‑Term Alpha 46:16
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In this episode of Money Masters, Dhirendra Kumar sits down with Samir Arora, Founder and Fund Manager at Helios Capital, to unpack the firm's six‑category investment framework that delivers high‑confidence, long‑term alpha in Indian equities. Aurora shares how Helios Capital uses disciplined two‑to‑three‑year holding periods, rigorous governance filters, and a balanced growth‑value approach to navigate market cycles, manage risk, and consistently outperform. Tune in for actionable insights on portfolio construction, sector allocation, and adopting a 'reasonable confidence in high returns' mindset to elevate your equity investing strategy. #ValueResearch #DhirendraKumar #MoneyMasters #SamirArora #HeliosCapital #EquityInvesting #AlphaGeneration #InvestmentFramework #IndianMarkets Tags: Samir Arora, Helios Capital, Fund Manager, Equity Strategy, Stock Selection, Long‑Term Investing, Risk Management, Portfolio Construction, Indian Equities, Money Masters, Dhirendra Kumar, Value Research…
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Value Research

1 Market Volatility and Factor Investing: Insights from Bhavesh Jain of Edelweiss MF 32:39
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In this insightful podcast, Bhavesh Jain, Co-Head of Factor Investing at Edelweiss Mutual Fund, discusses how global factors, like US tariff measures and geopolitical tensions, are impacting market volatility and Indian equities. He explains the fund house's approach to multi-cap investing, with a focus on growth, quality, value, and momentum, and shares how this factor-based strategy helps the fund navigate volatile markets. Bhavesh also provides valuable insights on diversified portfolios, the importance of asset allocation, and how retail investors can manage risk during market turbulence. Tune in to learn how disciplined, long-term investing and a well-balanced portfolio can provide protection against market volatility and generate consistent returns. #FactorInvesting #BhaveshJain #EdelweissMF #MarketVolatility #InvestmentStrategy #EquityInvestment #IndianEquities #AssetAllocation #SIP #PortfolioDiversification #InvestingWisdom #MutualFunds #FinancialPodcast #ValueResearch Tags: factor investing, Bhavesh Jain, Edelweiss Mutual Fund, market volatility, equity investing, portfolio diversification, asset allocation, investment strategies, retail investing, mutual fund podcast, financial planning, risk management, investment advice, SIP, gold investment, market recovery, economic growth, Indian markets, Value Research…
When investing morphs into betting, everyone loses except the house
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Value Research

Confused by market noise? Learn how to invest smartly amid chaos and cut through the hype!
Why human emotions can be our own worst enemy
Market turmoil from tariff wars offers a masterclass in investor psychology
Even skeptics may need to reconsider gold's role in a changing global financial order
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Value Research

1 Markets in Turmoil: What Should Long-Term Investors Do Now? 7:34
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The markets are in turmoil, with the Sensex crashing over 3,000 points amid global uncertainties like Trump's tariff shock and fears of a looming recession. So, what does this mean for long-term investors?
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Value Research

Is your portfolio prepared for market volatility? Find out how to build resilience in our latest Investors' Hangout!
Rigid definitions can limit our understanding of how wealth grows
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