Nikhil Kamath
Investor and entrepreneur; posts on markets, investing, and capital allocation frameworks relevant to UHNW family portfolios.
Realizing One Life Sparks True Founder Worth
Every man has two lives. The second begins when he realises he only has one. I asked Martin Escobari what makes a founder worth backing. Episode out now.
UPI Thrives; Dollar‑stablecoins May Harm India, Regulator Praise.
UPI has been incredible for India to say the least. Also to all the smart folk, some friends of mine who champion the need for a dollar backed stable coins(I’m speaking for dollar backed stablecoin specifically), this seems like a bad...
Puzzles Keep Minds Sharp—And Portfolios Thriving
Sharp man at 80, i asked him how - he said puzzles. For someone to have returned near 20 percent IRR for decades on a $100B corpus is ridiculous, lots to learn from this.. Episode out now.
Marks Reveals Hidden $10 Bill, Switches on AI
Howard Marks runs Oaktree, a $120 billion+ firm built on distressed debt, has been writing the memos Warren Buffett opens first for over thirty years, and just changed his mind on AI after a single conversation with Claude — we...