In this episode, Sandeep Tyagi engages in a thought-provoking conversation with Arvind Sanger, Founder and Managing Partner, Geosphere Capital Management. Arvind is an alumnus of the Indian Institute of Technology. He is a prominent portfolio manager and an energy analyst. Arvind shares the inspiring story of starting his own hedge fund Geosphere Capital
Management. He gives a clear picture of how capital management works. The energy analyst shares less-known facts about the energy industry. He explains how a recession can influence oil prices. He later talks about oil prices during the pandemic and the future of oil.
Arvind shares his insights about India’s future as a long-only investment destination. He gives a detailed description of the hedge fund industry and bottom-up investments. Arvind analyzes what Warren Buffet had said about hedge funds (the famous bet).
“I was an accidental engineer,” the IITian who always had a passion for economics says. He talks about his experiences working in the US. Before concluding, he defines the brand ‘Arvind from his perspective.