Inside Shankar Sharma's GLOBAL Investment Playbook

From debt-ridden childhood to build ₹300 crore stockbroking firm—an untold story of grit and markets :    • How 5 Stocks Fueled a ₹1000 Crore Journey ...  

In this explosive episode of The India Opportunity Show, legendary investor Shankar Sharma reveals why he pulled out of Indian and US markets, what most investors get wrong about selling, and how his “Lake of Returns” theory helps him call crashes before they happen.

From making 150% during the 2008 crash to early bets on Amazon and Apple, Shankar dives into global investing, spotting cycles, and why the next decade won’t look like the last. This episode is a full-blown masterclass in independent investing.

🎧 Watch till the end for his frameworks, real-life trades, and macro insights that’ll change your approach forever.

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Welcome to The India Opportunity Podcast, hosted by Shrishti Sahu. This channel provides a front-row seat to the visionaries shaping India's future, unlocking the country's immense potential through engaging conversations and inspiring stories.

About Shrishti Sahu:
Shrishti Sahu is a 3rd-generation entrepreneur and the Managing Partner of Swadharma Source Ventures (SSV). With a robust background in startups, private equity, and technology, Shrishti has led investments in over 60 companies. Prior to her role at SSV, she founded a fintech company and served at Meta (formerly Facebook), where she headed startup programs. Her passion for fostering innovation and supporting the next generation of leaders drives her commitment to showcasing the stories that define India's entrepreneurial landscape.

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The information provided on The India Opportunity with Shrishti Sahu channel is for general informational purposes only.

Our guests share their views in good faith. We do not guarantee the accuracy, completeness, or validity of any information shared. Viewers are encouraged to conduct their own due diligence before acting on any ideas presented.

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Thank you to our venue partner - The Quorum Club

Timestamps:
00:00:00 – Intro
00:02:47 – What factors led you to exit India & US markets?
00:12:21 – How should investors approach global macro opportunities?
00:19:54 – Why are markets rallying despite geopolitical chaos?
00:26:44 – Will we see major bear markets again?
00:28:14 – Can investors still expect 15–18% annual returns?
00:35:07 – What frameworks should investors follow to play defense?
00:36:08 – Why not pick stocks? Can index investing work globally?
00:37:44 – Where did the “4am stocks” theory come from?
00:42:02 – Can you share real examples of your big contrarian bets?
00:44:53 – What are some unloved spaces that you’re betting on today?
00:47:37 – How do you decide when it’s time to sell a stock?
00:51:14 – Isn’t Buffett’s success just consistent compounding?
00:52:31 – Why do you say sitting on cash is a viable long-term strategy?
00:55:19 – Why do you believe most investors don’t deserve their profits?
00:57:03 – Any final thoughts you’d like to leave the audience with?
01:17:40 – What is one money lesson you learned the hard way?
01:18:30 – What’s one money lesson you think every Indian must know?
01:19:28 – What’s your biggest investing regret?
01:20:09 – What’s one book you’d recommend on money or investing?
01:20:55 – What’s your guilty pleasure?
01:21:10 – What’s a personal finance habit you still struggle with?
01:21:40 – If you weren’t doing this, what would you be doing instead?
01:22:33 – One line that describes your relationship with money?