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0:00 – Introduction & Audio Check
0:20 – Market Mood & Recap of Last 3 Weekend Lives
0:55 – Large Cap vs Mid/Small Cap Earnings Overview
1:15 – New Office Announcement + Finance Accelerator Update
1:50 – Nifty Technical Analysis – 20/50/100 DMA
2:40 – Trump’s 25% Tariff on India – Geopolitical Breakdown
4:40 – Short-Term Panic = Long-Term Opportunity
5:20 – Will Nifty Touch 200 DMA? Outlook Ahead
6:50 – US Market Commentary – Interest Rates & AI Stocks
7:50 – TACO: Trump Always Chickens Out (Humorous Acronym)
8:00 – Strong Results from Multiple Sectors & Stocks
9:50 – Watchlist Strategy for Breakouts Post-Results
10:50 – Diversify into US Markets – Even with ₹5 Lakh Portfolio
11:50 – US Stocks Deep Dive – Amazon, Berkshire, Nvidia
13:10 – Strategy: Track NASDAQ 100 for Volatility
13:40 – Member Q&A Begins
14:00 – Entry Points for AMD, Amazon, Alphabet
14:20 – Why No Talk on Banking Stocks?
15:00 – India vs US Allocation Strategy
15:40 – Smallcase Launch Update + PMS Eligibility
16:30 – Why IT Recovery is Unlikely in Q2
17:20 – Should You Invest in US with ₹5 Lakh Portfolio?
17:50 – Indian vs US Market Decoupling Explained
18:40 – Subscriber Q&A Begins
19:00 – Rate Cut Expectations – India Outlook
19:45 – Why Great Results Aren’t Moving Stocks
20:30 – Swing Trading Group: Cash vs F&O Positions
20:50 – PMS Plans & Compliance Explained
21:30 – Office Tour Tease + Closing Comments
23:00 – Final Thoughts & Goodbye
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Shashank Sunil Udupa is registered with SEBI as Individual Research Analyst vide Registration number INH000021207 dated June- 23-2025, pursuant to which it provides Research Analyst services to its clients.
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