Episode notes
Roaring inflation is a common theme in 2022. What are the asset allocation strategies an investor can look at in a high inflationary environment?
We are delighted to have Soham Das, CFA for our first episode. Soham has 13+ years of experience in capital markets specializing in EM equities, Global Leveraged Funds and Global Macro. He has previously worked in hedge funds, wealth management desks of US & European international banks. Soham mainly invests in Indian equities, and the composite portfolio under his management has returned 38% CAGR over the last 5 years.
In the first segment of the episode, we talk about the main topic, and in the second segment, we discuss Soham's favorite book recommendation for an investor and his favorite person from the industry to invite for a dinner party.
Keywords
high inflationinvesting