In this episode recorded on July 31, 2025, we are joined by Kishan Popat as we trace his path from computer systems to leading research at Kestrel Capital, and his journey through MIT.

We cover lessons from the 2008 financial crisis, the value of cold emails, the impact of AI on financial analysis, and improving African markets

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Show Notes

00:00:00 Introduction

00:05:19 Understanding the Financial Crisis & The Role of Structured Finance

00:08:06 Lessons from the Financial Crisis, Investment Strategies and Mistakes

00:13:28 Building a Research Desk at Genghis Capital

00:17:26 The Value of Cold Emails

00:20:15 Day-to-Day Life of an Analyst

00:23:43 The Impact of AI on Financial Analysis

00:27:05 Advanced Education and Business Strategy

00:37:11 Humility and Learning from Top Investors

00:49:40 Critical Minerals and Africa’s Future

00:51:04 Advice for Young Analysts and Improving African Markets

00:57:50 Closing Remarks

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