ThisOrThat with Bhartendra

PE is just yield.

A stock at 25 PE and a bond yielding 4% are doing the same thing — labelling the same number two different ways.


100 ÷ Yield = PE.
100 ÷ PE = Yield.


Once you see the math, "is this stock expensive?" stops being a vibes question. The slides also walk through what the March 2023 tax change did to Indian PEs — it raised the ceiling from ~18 to ~25 overnight.


Full episode with Debashish Bose on the channel.

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4 hours ago | [YT] | 0

ThisOrThat with Bhartendra

New Episode :

Markets are not random. They are engineered.

COVID, Ukraine, Trump's tariffs, the Iran situation. Read individually they look chaotic. Read together, the pattern is hard to miss.


On the latest episode, Debashish Bose (Founder, Infinite Circle Asset Manager — 26 years investing across India, US, and Europe) walks through why every major event since 2020 fits one quiet plan: shrink the real value of the world's debt without saying so out loud.

3 days ago | [YT] | 1

ThisOrThat with Bhartendra

Markets are not random. They are engineered.

Most people read the news as separate stories. COVID. Ukraine. Trump's tariffs. The Iran situation. On the latest episode, Debashish Bose argues all of it fits one quiet plan — and the plan is older than any of these crises.

Debashish has spent 26 years investing across India, US, and Europe. He runs Infinite Circle Asset Manager. When someone with that résumé says the global derivatives market is roughly 20x global GDP and the only way out is engineered inflation, it's worth slowing down to listen.

Swipe through the seven slides for the spine of the argument.

Full episode is live on the channel — link in the channel banner.

What's your read? Is this connected, or pattern-matching after the fact?

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3 days ago (edited) | [YT] | 4

ThisOrThat with Bhartendra

New episode is live.

This one is with Amit Bivalkar, founder of Sapient Finserv, managing ₹13,000 crore across 45,000+ clients. And honestly, he said a few things that I've been thinking about all week.


Three moments that stayed with me:


→ At minute 3, he calls FIIs "tourists" — and suddenly the whole FII-vs-retail debate looks different.


→ At minute 19, he gives his exact asset allocation for the next 15 years. Simpler than you'd expect.


→ At minute 58, he names the ONE number every investor should be tracking. It's not the Nifty. It's not your NAV. And 95% of us have no idea what ours is.


If you've ever waited for a "correction" or wondered whether 12% returns are enough — this conversation will change how you think about both.


👉 Full episode — link below.

1 week ago | [YT] | 2

ThisOrThat with Bhartendra

I've been asking guests about markets, FII flows, gold, and global investing for a while now. And the answers are usually good data-driven, logical, useful.

At around the 30-minute mark, he said something about gold that genuinely surprised me. Gold's character is changing. It's no longer just insurance. For the first time in history, a war has caused gold prices to fall and his explanation for why is something I haven't heard anywhere else.


And then the ICU story. A man who worked with dying patients. What those patients regretted most in their final moments. I'll leave that for you to hear.


Full episode out now. Watch till the end : the asset allocation framework in the last 15 minutes is worth saving.


What's your take: do you invest based on what the market is doing, or what it must do next?

Drop your answer below 👇

2 weeks ago | [YT] | 3

ThisOrThat with Bhartendra

🎙️ New Episode Out Now — Kalpen Parekh, MD & CEO, DSP Mutual Fund

In this episode, I sit down with Kalpen Parekh — one of the most respected names in India's mutual fund industry


Here's what we cover:
→ Why the last 12 months of flat returns is completely normal — and what history actually says about it
→ Why "which fund should I buy?" is almost always the wrong question
→ What the richest investors on earth and a retail investor in India have in common
→ His personal portfolio — live, on camera. Exact allocation. No filter.
→ And why giving someone a fund recommendation without context is, fraught with risk


This one is for everyone who has felt confused, impatient, or unsure about their investments in the last one year.


Full episode is live.

1 month ago | [YT] | 1

ThisOrThat with Bhartendra

🎙️ Dropped my first solo video!

Over the last year, I recorded 40+ conversations with fund managers, CEOs, financial coaches & journalists.


Here are the 5 most important money lessons I took away.


If you've ever asked "which stock should I buy?" — this one's for you.

1 month ago | [YT] | 1

ThisOrThat with Bhartendra

New episode out now. 🎙️

Markets have been painful for 18 months. Everyone's talking about global investing, gold, silver, tariffs, geopolitics.

But nobody's answering the real question — what should YOU actually do with your money right now?


Some things he said that will stay with you:
→ India had a war, 50% tariffs, and ₹6% depreciation last year. Still closed positive.
→ South Korea was up 80%. Their 5-year average? 2.2%.
→ 41 out of 45 years, markets fell 10% intra-year. And still closed positive 36 times.
→ 99% of retail investors don't need global investing at all.
→ IT stocks are 30% below ATH. He thinks that's interesting.

And his final answer after 19 years of managing money?

Watch till the end. 👇

1 month ago | [YT] | 1

ThisOrThat with Bhartendra

1 month ago | [YT] | 3

ThisOrThat with Bhartendra

Your Money Needs a Passport.

Most of us invest 100% in India. But India is only 4% of global markets — which means we're ignoring 96% of the world's wealth creation.


In this episode, I sit down with Neil Borate (Editor-in-Chief, The Fine Print) to break down the full picture — why global investing matters, how to actually do it from India today, and what it's going to cost you.



🎥 Watch now.

1 month ago | [YT] | 1