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@Being__J

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768
Following
870
Media
126
Statuses
2,785

Interested in financial markets, macros, first principles, love podcasts, Long India. P. G. Wodehouse fan. CFA Charterholder. Views personal.

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Joined July 2022
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@Being__J
J
8 months
The life you desire is on the other side of inner work. #deepdive
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@Being__J
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1 month
@dmuthuk Most will celebrate as indexation isn’t understood by masses. It will pinch people without them realising.
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@Being__J
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1 year
@MyBetaMod Fight club. At least thrice.
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@Being__J
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8 months
@anuatluru - forgive and forget easily - living in the moment
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@Being__J
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2 years
@Akshat_World Rich people buying gold and investing in real estate vs their financial asset counterparts is a matter of ticket size. REITS and SGBs are in fact democratising access to these asset classes for those who couldn’t afford buying real assets,and form a great avenue to invest…
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@Being__J
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2 years
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@Being__J
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2 years
@leadlagreport Where is the neither option 😆
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@Being__J
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27 days
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@Being__J
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9 months
@devinamehra Absolutely. There are different types of privileges that people enjoy but do not realise. Access to good education is a privilege. Being born outside certain castes is a privilege. Being born in a certain gender is a privilege.
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@Being__J
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1 year
@shl Twitter is a place where status is largely irrelevant. At least for the purposes of interaction, where the exchange is about two minds. You are as good as your argument, regardless of status.
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@Being__J
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1 year
@inimitablepgw Right ho, Jeeves. Leave it to Psmith.
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@Being__J
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2 years
@SejalSud Stems from a closed mindset, which may be true for any age. When you aren’t open to receiving new information and have strongly held confirmation biases, disagreement can cause stronger reactions.
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@Being__J
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5 months
@shantanugoel Chinese import quality once in a blue moon when I tried. @realmeIndia is good instead IME
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@Being__J
J
2 years
@leadlagreport Oh you must definitely explore more of his views, most conflict of interest free. He’s one of the most intelligent minds of the late 20th century, way ahead of times! Also, he’s not everyone’s cup of tea. Few understand him.
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@Being__J
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2 months
@andruyeung - equal opportunities for women - no toxicity in the work environment That means everyone has some visibility of how they can excel and are too focused on excelling in their own game. That would foster synergies and team work that works wonders.
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@Being__J
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1 year
I liked the movie Rocky aur Rani for many reasons. But what I liked the most is that Karan Johar does not shy away from being over the top to make his point. Takes commendable amount of courage.
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@Being__J
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9 months
@david_perell Indeed. That’s probably the most fulfilling life. But everyone starts at a different place and the discovery on these aspects and endeavouring to accomplish it is key. May take years, decades or a lifetime for some. Luck plays a role too.
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@Being__J
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2 years
India ranks amongst the last in gender equality, as per WEF rankings. The new disclosures by SEBI will require top 1000 listed corporates to disclose gender based pay & nos. This will bring in transparency & is a great first step… My article in @thehindubiz #genderparity
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@Being__J
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1 year
@RamaniSumit @GabbbarSingh Exactly. Success is very ego inflating. And in the same vein, those that lack luck are labelled as not working hard by others. Totally commendable that more successful people have started openly attributing luck factor.
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@Being__J
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1 year
Some directions I wanted to take my mind into in the last few months include : What makes the current macro situation unique vs history? We have come so far with Dodd franks act in effect post the 2008 crisis, yet the stress tests for banks didn’t suffice?
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@Being__J
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1 year
@peeleraja Hahaha Kolkata puts aloo in everything. Ahmedabad puts cheese in everything.
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@Being__J
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1 year
It is 2023. It’s about time that we ‘Mind the gender gap’. Gratified to have worked on research that analyzes women’s participation, pay and other measures in Indian public companies. #InternationalWomensDay @CFASocietyIndia @CFAinstitute
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@Being__J
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1 year
Cannot appreciate this enough by @warikoo It’s a terrible practice to base salaries entirely in last drawn and we go to start addressing it. A person once shortchanged shouldn’t be penalised for it forever!
@warikoo
Ankur Warikoo
1 year
We were hiring for a software engineer at nearbuy (my previous startup). The candidate we really liked was working at one of the IT giants for the past 3 years. His salary was 4.2Lpa The HR manager asked, "how much should we pay him?" "Why are you even asking?" Because...
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@Being__J
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11 months
@deepakshenoy Thank you for bringing in such profound hilarity on the timeline!
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@Being__J
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3 months
Having an open mind is a privilege. Being surrounded by people with open minds is a privilege.
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@Being__J
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11 months
@TSLAVicky @GRDecter Shorter end is king
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@Being__J
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1 month
@Nithin0dha @zerodhaonline Greed and addiction mostly win, so volumes in f&o not likely to go down. 😆
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@Being__J
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5 months
@anuatluru @vixsheikh Forecastable yes to an extent. But avoiding is a different challenge. Many are stuck in the wrong places from circumstances. Could be responsibilities, financial needs, a gap being societally unacceptable et al… yes things are changing with a more aware world
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@Being__J
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2 years
@TheFactFindr This looks interesting
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@Being__J
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5 months
@nikitabier The bigger the fame, the larger there’s need to be process driven and be immune to external pressures. Else it becomes difficult to function.
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@Being__J
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2 years
@GRDecter Lol you’re funny, Genevieve!
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@Being__J
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1 year
@inimitablepgw *spink bottle :D
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@Being__J
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3 months
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@Being__J
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1 year
@Ishansharma7390 By becoming more Knowledgeable on the subject yourself
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@Being__J
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11 months
@lisaabramowicz1 I guess many had started buying in bonds with this in mind. But the impending recession just kept getting postponed…would have definitely hurted those fresh positions…
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@Being__J
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2 months
@chaseaustiinn Very well articulated, chase! The way is to listen to your intuition.
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@Being__J
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5 months
@anuatluru Seinfeld, friends, HIMYM, the office, sex and the city all 30 somethings…but yes things of past
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@Being__J
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1 year
Wonderfully put by Vivek Kaul, On Learning
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@Being__J
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2 months
@kunalb11 Discipline ends up being the ultimate superpower. Will power only takes you through goals. But post that, it takes discipline and habits.
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@Being__J
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6 months
@lisaabramowicz1 If deep deflation in China was a picture
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@Being__J
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5 months
My favourite Daniel Kahneman quote : We think, each of us, that we're much more rational than we are. And we think that we make our decisions because we have good reasons to make them. Even when it's the other way around. We believe in the reasons, because we've already made
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@Being__J
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8 months
@dougboneparth What happened next, Douglas. We’re you hired or not 😆
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@Being__J
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1 year
@shl *spiritual
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@Being__J
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1 year
@championswimmer While we are at it, gender pay gap is real! Here’s a report I’ve worked on :
@Being__J
J
1 year
It is 2023. It’s about time that we ‘Mind the gender gap’. Gratified to have worked on research that analyzes women’s participation, pay and other measures in Indian public companies. #InternationalWomensDay @CFASocietyIndia @CFAinstitute
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@Being__J
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6 months
@KobeissiLetter Resilient or artificially propped
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@Being__J
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1 year
@PodcastMovement Learnt something new
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@Being__J
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1 year
@AyeshaTariq @elonmusk @WatcherGuru Can’t believe we are having to discuss this and share reasons! Crazy!
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@Being__J
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6 months
@joshsilentmode Rejections are Redirections
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@Being__J
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2 years
The great decoupling of the Indian markets from the global has arrived.
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@Being__J
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11 months
Bengaluru, you may have the weather. But mumbai had the last laugh at the Trevor show. 10+ minutes on the entire Bengaluru fiasco 🤣🤣🤣🤣🤣🤣🤣 Thoroughly enjoyed! Come back sooooooon @Trevornoah
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@Being__J
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2 years
It isn’t that Jay Powell was any less clearer or hawkish at Jackson hole earlier. It was that the judgment was clouded by wishful thinking for many. #FOMC
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@Being__J
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1 year
For all this and more, do have a look at my podcast episode "A closer look at the current macro economic environment in the US" with @AyeshaTariq Spotify : Apple : #USeconomy
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@Being__J
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1 year
@shl Well put, Sahil. The more efficient way of using brains actually is through being physically more active. Physical exertion cuts down on superfluous thoughts aka noise and render you with a quieter mind, more apt for clarity. But of course it requires conscious efforts. And
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@Being__J
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2 years
@EPBResearch Could you please elaborate
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@Being__J
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1 year
@NavalismHQ @naval Oh they are definitely happier. As for absolute happiness, one needs to be enlightened. And smart ones are on the direction…
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@Being__J
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1 year
@KarthikS2206 It may be true but the fact is, most are focused on distribution without wanting to spend adequately on the product. Those who take the feedback and are willing to incorporate it, wouldn’t launch mediocre product in the first place.
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@Being__J
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8 months
@sama That’ll be utopian. Where I’m at currently, it is feeling your writing is mediocre but you have spent too much time and you publish it anyway and it turns out to be super!
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@Being__J
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9 months
@david_perell Conscious living attracts the right environment, people and resources - enables you to live out your purpose.
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@Being__J
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2 years
@dougboneparth And they had no clue about this just a few hours back
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@Being__J
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3 months
People with destinies for bigger things in life automatically find support in the oddest of settings.
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@Being__J
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1 month
@roshanpateI Indians are not for beginners! 😆
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@Being__J
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9 months
@ParikPatelCFA Happy Diwali thanksgiving to you too
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@Being__J
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1 year
@Ishansharma7390 Meditate. When you meditate, it helps you be more aware and slip less into subconscious habitual ways of operating. (Caveat. Changing years of habits doesn’t happen overnight)
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@Being__J
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4 months
Glad to have chosen @beehiiv …when you have a smooth and swift experience with customer service, you know they are upto something great. Always in for supporting those creating something new and better. @denk_tweets
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@Being__J
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1 year
India manufacturing PMI at 57.2 China at 49.2, entered recessionary level in April. A context since a lot of global growth forecast hinged on China re-opening…
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@Being__J
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1 year
How are businesses and individuals placed, in the face of extreme rise in rates? The likely trajectory for inflation, with sticky components in perspective and earnings slowdown in the US?
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@Being__J
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3 months
@parrysingh Absolutely! “he's prone to exaggeration and questionable in terms of trust.” It speaks volumes about your mental outlook, lack of regard for rigour and general tendencies…
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@Being__J
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1 year
Couldn't have asked for a better person than @AyeshaTariq to break these down into the finest details.
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@Being__J
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6 months
@balajis Chinese citizens will keep piling up gold and bitcoin in massive amounts as yuan and other assets based on it will be in soup for long
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@Being__J
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11 months
@peegeekay Mumbai no…it’s mostly mumbai vs others…
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@Being__J
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2 years
@JavierBlas The problem with the EU is, most policymakers are activists themselves. Or it wouldn’t have come to this!
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@Being__J
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1 month
It is 2024 and we are still doing Manels?! Atrocious!
@gsf_fund
GSF Accelerator
1 month
150 Rockstars of The Startup Ecosystem 75 investors (Stock Market Maestors, VCs. Seed funds and angels) + 75 founders (From Seed to IPO) are the audience for 40 esteemed speakers/Presenters Check out full agenda & register now (only 5 paid seats left)
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@Being__J
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9 months
@anuatluru Probably the most profound tweet, Anu!
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@Being__J
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5 months
Take : You want to build something that becomes popular? Build it low IQ.
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@Being__J
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12 days
@ShaanVP Absolutely! I write on it.
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@Being__J
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8 months
Any year end podcast recommendations?
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@Being__J
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5 months
At the risk of being philosophical in broad daylight. Much as mumbai is humbling, one can’t help but remember time and again, how much you are blessed. Those at the bottom of the pyramid are having it real bad!
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@Being__J
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2 years
@simon_ree Many brightest of minds badly in the grip of biases
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@Being__J
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1 year
@agazdecki And yet, even established companies struggle at it and just about manage to survive….
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@Being__J
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9 months
@AyeshaTariq Indeed! I’m still not over this one though!
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@Being__J
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1 year
@SahilBloom Curious to know your diet :)
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@Being__J
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1 year
@GrowWithSerge Go for a walk. Even a short one can work. A change in scene, distance and bringing attention to body can work wonders.
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@Being__J
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1 year
@elonmusk Look forward. Also, how about having an inbuilt feature to allow timing the posts…
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@Being__J
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1 year
@devinamehra @Bollywoodirect Oh these lines…My most favourite. This song is a feeling in itself!
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@Being__J
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4 months
My entry to the aurora photography #NorthernLights
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@Being__J
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5 months
@SejalSud If first date, then invariably split the bill.
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@Being__J
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3 months
Be yourself. This is the only pursuit required of us. This is the only purpose there is. To bloom into your full expression. Today’s newsletter.
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@Being__J
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8 months
@PodcastMovement A deeply curious mind
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@Being__J
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6 months
@sunchartist Going by the recent years volatility, pulling to par doesn’t seem to be constraining the price in either direction, especially if there are many years to mature
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@Being__J
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9 months
@sameoldfluff I struggled for a while to write a reply, in trying to figure where do I start from! The top b-school lot in the country has a lot of awareness to build on some of these :
@Being__J
J
9 months
@devinamehra Absolutely. There are different types of privileges that people enjoy but do not realise. Access to good education is a privilege. Being born outside certain castes is a privilege. Being born in a certain gender is a privilege.
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@Being__J
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5 months
@glennwrites1 Extremely well put! And actually the matrix presents itself in almost any pursuit if you dig deeper.
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@Being__J
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3 months
@gregisenberg Reading Marcus Aurelius My uncle’s daughter was visiting from the US and we were discussing books. When I mentioned about Markus Aurelius she casually remarked they got a copy. When I asked if I can have a look she admitted that she lied about it 🤣
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@Being__J
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2 years
@lloydjamesross @leadlagreport In other words, become a masochist 😅
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@Being__J
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1 year
Why hedging, though available as a tool to face the unprecedented rate hikes and resulting losses, could not have been deployed? The upcoming liquidity tightening in the US and its impact on lending?
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@Being__J
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2 years
Change my mind! #inflation #Fed
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@Being__J
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3 months
@leadlagreport The big Indian markets rally
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