Episode notes
The ASYMMETRIC Crew today:
Revant: CEO, Mosaic Wellness
Shantanu: Founder & CEO, Bombay Shaving Company
Chirag: Founder, GoKwik
Chapters
00:00 Trailer
00:58 Intro & Happy Birthday to the ASYMMETRIC Podcast
01:42 Wave 3 in IPOs is coming
05:03 The TRMG RainGauge Index is now beating the Nifty50
05:46 Drought in Series C funding
08:36 The shift in investor sentiment and market opportunities
12:21 The rise of secondary funds
18:59 The future of startup funding and IPOs
23:50 The liquidity flywheel has started
28:36 Traditional sectors vs. startup IPO sizes
30:57 Commodities vs. Nifty
33:27 AI infrastructure capex and the U.S. growth narrative
38:48 How Shantanu asks the right questions without going too deep
44:09 Shantanu gues ...