Akshat Shrivastav

INTRODUCTION TO COURSE METHODOLOGY
POINT #1
COURSE IS DIVIDED INTO 3 MAIN Buckets
BUCKET #1
MACROECONOMICS
WHAT TYPE OF ECONOMICS YOU NEED TO KNOW TO
MAKE BETTER INVESTMENT DECISION IN STOCK MARKET
BUCKET #2
IDENTIFYING GOOD VS BAD BUSINESSES
BUCKET #3
IDENTIFYING OVERVALUED VS UNDERVALUED STOCKS
POINT #2
COURSE IS DESIGNED IN A STORYTELLING FORMAT
FILLED THE COURSE WITH
PERSONAL ANECDOTE STORIES FREE FLOWING
FAIRLY QUICK SPONTANEOUS DECISIONS
HOW TO SCAN STOCKS QUICKLY AND MAKE QUICK
BUYING OR SELLING DECISION IN THE MARKET?
CREATED SIMPLE FRAMEWORK TOUCHT VIA STORIES
POINT #3
WATCH THE VIDEOS IN A SEQUENTIAL ORDER
IMPORTANT
COMPLETE RECORDED LECTURES
IMPORTANT
COMPLETE ALL THE HOMEWORK GIVEN
STAY ENGAGED WITH THE COURSE FOR NEXT 6 MONTHS
MAXIMUM VALUE OUT OF IT
POINT #4
JOIN THE MEMBER COMMUNITY
ENGAGEMENT 70%
COURSE VIDEOS 30%
IMPORTANT
OFFLINE EVENT COMMUNICATION WILL BE SENT
MACROECONOMICS
KEY CONCEPTS ON MACROECONOMICS & HOW If IMPACTS THE STOCK MARKET
KEY MACROECONOMICS CONCEPTS
WHAT DO YOU SEE IN THE CHART?
HOW IT IS RELATED TO STOCK MARKET?
WHAT AREAS SHOULD YOU FOCUS ON?
$227 BILLION DOLLARS ADDED IN 13 YEARS
WHAT HAPPENS WHEN NEW MONEY IS CREATED?
WHAT HAPPENS WHEN NEW MONEY IS CREATED? STOCK MARKET RISES

ECONOMY DIDN'T RECOVER, STOCK MARKET WAS RISING
CREDIT FLOW INTO THE ECONOMY
FLOW OF THE MONEY
RATE AT WHICH MONEY FLOWS THROUGH THE ECONOMY
Asset class – bonds,stocks,realestate
ASSET INFLATION
INFLATION IS GENERAL INCREASE IN PRICES
CPI INFLATION & WPI INFLATION
ASSET PRICE INFLATION
RATE OF MONEY PRINTING
NIFTY50 INDICATES GENERAL MARKET DIRECTION – up due to cash flow and no major correction
INCREASE IN INTEREST RATE
QUANTITATIVE TIGHTENING
WITHDRAW LIQUIDITY
HOW MACROECONOMICS
lETS
PLAYED OUT
QUANTITATIVE TIGHTENING,GDP
GOVT WANTS TO ACCELERATE GROWTH WITHOUT CAUSING ANY ACCIDENTS)
GDP: THE TOTAL VALUE OF GOODS AND
SERVICES PRODUCED IN THE ECONOMY
HOW COUNTRIES GDP CAN GO UP?

How gdp improve
Population growth
Productivity equation
Velocity- quantative easing
REAL GDP
INFLATION DISCOUNTED
NOMINAL GDP
INFLATION COMPONENT
NOMINAL GDP HAS INCREASED
REAL GDP REMAINS THE SAME
Quantative easing
Print money – increase flow – helicopter money
Bond operations- exchange money with interest for govern
Asset price inflation – make money – inflation in economy -prices go up

Inflation rate comedown due to quantative tightening
Borrow less , save more
Repo rate MACROECONOMICS IMPACT THE MARKET THE MOST- understand game - QUANTITATIVE EASING (J
QUANTITATIVE TIGHTENING
GOVT PRINTS MONEY TO TAKE MARKET UP
HOW AND WHY DID WE GET HERE? / MONEY BASICALLY IS A TRANSFER OF VALUE/ barter system/physical objects/ WHY DO PEOPLE BELIEVE IN VALUE OF GOLD?
GOLD CAN NEITHER BE CREATED NOR DESTROYED/ indestructible/ VALUE CAN BE DERIVED FROM RARITY/ FINITE SUPPLY OF GOLD CAN BE ADDED/ IT IS INDESTRUCTABLE
O HAS LIMITED SUPPLY/ HOW MUCH MONEY CAN GOVT ADD IN THE ECONOMY?/ TILL 1970 WORLD FOLLOWED PARTIAL GOLD STANDARDS/ WHY DID WE ABANDON GOLD
STANDARD?/ 1930 -1970/
1914/ Wars are extremely costly 30-70/ us replaced uk/ war bonds financing / gold standard/ GOVT COULDNIT GENERATE GOLD EXTENSIVELY/b4 1915 KEEPING-GOLD-IN-THE-
LOCKER SYSTEM/ GOVT WANTED PEOPLE TO BELIEVE IN PAPER MONEY/ GOLD STANDARD WASN'T ALLOWING GOVERNMENT
TO HAVE UNLIMITED SUPPLY OF MONEY BY PRINTING/ paper asset – non paper asset/ RETS-REAL ESTATE /DIFFERENCE IN CASE GOVT DEFAULTS/
ADVICE: KEEP AT LEAST MONEY IN NON-PAPER ASSET
PAPER MONEY IS MUCH EASIER TO GROW COMPARATIVELY
2008 CRISIS - PIVOTAL POINT FOR MONEY PRINTING
WHY 2008 WAS A PIVOTAL POINT?/ PUBLIC MONEY TO FINANCE BAD OPERATIONS OF BANKS, [CDS - CREDIT DEFAULT SWAPS /
WILL THE MARKET CRASH IN NEXT FEW YEARS?
ARE WE IN A BUBBLE?
YES, WE ARE!
WHAT HAS CAUSED THIS BUBBLE?
FIAT MONEY PRINTING
Gdp-TOTAL VALUE OF GOODS AND SERVICES PRODUCED IN A ECONOMY/ EXTRACTION OF RAW MATERIAL/ HOW WILL THE BUBBLE BURST?/ WHAT IMPACT WILL THAT HAVE ON
FIAT MONEY?/ OTHER CURRENCIES ARE DEVALUING FASTER/ US DOLLAR HAS TO LOSE VALUE FOR THE
5--71 DEBT BUBBLE TO BURST/ WORLD ECONOMY NEEDS TO FALL/ ANY FORM OF PAPER MONEY WILL DEVALUE BADLY/ CONDITIONS FOR DEBT BUBBLE TO NOT BURST/ HOW
WILL THE DEBT COME DOWN?/
IS THERE SCOPE FOR GOVT TO INCREASE REVENUE? Yes/
LOT OF TAXES ARE DIFFICULT TO TRACK/ INFLATION/ GOVT CAN REPLACE THE ITEMS TO CONTROL INFLATION/ TOTAL INCREASE IN MONEY SUPPLY/ MONEY PRINTING INFLATION
RATE : 12%/ INCREASE REVENUE THROUGH INVISIBLE TAXATION/ US DOLLAR LOOKS SAFE FOR NEXT 10-20 YEARS/
WHY GOVT WANTS STOCK MARKET TO CO UP? GOVT CONTROLS ECONOMY THROUGH MONEY SUPPLY/ / PRIMARY
OPERATORS IN STOCK MARKET
nr—xqn/ STRONG CORRELATION BETWEEN GDP AND STOCK MARKET/ STRONG CORRELATION BETWEEN GDP AND STOCK MARKET / LONG TERM TREND IS MOSTLY ALIGNED/ GDP
GROWTH INDICATES GROWTH OF TOP COMPANIES/ QUESTION GOVT ABILITY TO MAKE DECISIONS/ REVENUE THROUGH STOCK MARKET OPERATIONS/ WILL YOU INVEST IF
STOCK MARKET DOESN'T COME UP?/ DII MAKE MONEY THROUGH COMMISSION ON INVESTMENTS/ pMS
- PORTFOLIO MANAGEMENT SERVICES/ AUM - ASSET UNDER MANAGEMENT/ PROFITS WENT DOWN BECAUSE OF AUM/ FII/DII MAKE MAJORITY PROFITS THROUGH
COMMISSIONS/ Fil & DII SELLING WILL CAUSE MASSIVE CORRECTION/ CAN HE SELL IOOOCR WORTH SHARES TOGETHER?/ - no/ THIS IS WHY Fli & DII CANNOT SELL TOGETHER/
THIS IS WHY & DII CANNOT SELL TOGETHER/

Gov printing money/ HOMEWORK
WHAT DO YOU THINK WILL HAPPEN IF THE MARKET
CORRECT BY MORE THAN 50 IN NEXT ONE YEAR?/
Us$ will strengthen, fii withdraw money,/ us strong/lagging indicator /leading indicator – of understanding ression
1 .Admin Points.
2. How to use the course.
3. Let me save you a few LAKHS!
4. What to do in the market RIGHT NOW?
5. QnA

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INTRODUCTION TO COURSE METHODOLOGY

COMPLETE RECORDED LECTURES

COMPLETE ALL THE HOMEWORK GIVEN

STAY ENGAGED WITH THE COURSE FOR NEXT 6 MONTHS

MAXIMUM VALUE OUT OF IT

JOIN THE MEMBER COMMUNITY

COURSE VIDEOS 30%

KEY CONCEPTS ON MACROECONOMICS & HOW If IMPACTS THE STOCK MARKET

KEY MACROECONOMICS CONCEPTS

WHAT DO YOU SEE IN THE CHART?

HOW IT IS RELATED TO STOCK MARKET?

WHAT AREAS SHOULD YOU FOCUS ON?

$227 BILLION DOLLARS ADDED IN 13 YEARS

WHAT HAPPENS WHEN NEW MONEY IS CREATED?

WHAT HAPPENS WHEN NEW MONEY IS CREATED? STOCK MARKET RISES

CREDIT FLOW INTO THE ECONOMY

FLOW OF THE MONEY

RATE AT WHICH MONEY FLOWS THROUGH THE ECONOMY

Asset class – bonds,stocks,realestate

INFLATION IS GENERAL INCREASE IN PRICES

CPI INFLATION & WPI INFLATION

ASSET PRICE INFLATION

RATE OF MONEY PRINTING

GOVT WANTS TO ACCELERATE GROWTH WITHOUT CAUSING ANY ACCIDENTS)

GDP: THE TOTAL VALUE OF GOODS AND

SERVICES PRODUCED IN THE ECONOMY

HOW COUNTRIES GDP CAN GO UP?

Velocity- quantative easing

NOMINAL GDP HAS INCREASED

REAL GDP REMAINS THE SAME

Print money – increase flow – helicopter money

Bond operations- exchange money with interest for govern

Asset price inflation – make money – inflation in economy -prices go up

Borrow less , save more

GOVT PRINTS MONEY TO TAKE MARKET UP

ADVICE: KEEP AT LEAST MONEY IN NON-PAPER ASSET

PAPER MONEY IS MUCH EASIER TO GROW COMPARATIVELY

2008 CRISIS - PIVOTAL POINT FOR MONEY PRINTING

WHAT HAS CAUSED THIS BUBBLE?

FIAT MONEY PRINTING

THIS IS WHY & DII CANNOT SELL TOGETHER/

WHAT DO YOU THINK WILL HAPPEN IF THE MARKET

CORRECT BY MORE THAN 50 IN NEXT ONE YEAR?/

2. How to use the course.

3. Let me save you a few LAKHS!

4. What to do in the market RIGHT NOW?

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