Breaking Down India’s IPO Wave 3, The Series C Drought & Happy Birthday to the ASYMMETRIC Podcast
Description
The ASYMMETRIC Crew today:
Revant: CEO, Mosaic Wellness
Shantanu: Founder & CEO, Bombay Shaving Company
Chirag: Founder, GoKwik
Chapters
00:00 Trailer
00:58 Intro & Happy Birthday to the ASYMMETRIC Podcast
01:42 Wave 3 in IPOs is coming
05:03 The TRMG RainGauge Index is now beating the Nifty50
05:46 Drought in Series C funding
08:36 The shift in investor sentiment and market opportunities
12:21 The rise of secondary funds
18:59 The future of startup funding and IPOs
23:50 The liquidity flywheel has started
28:36 Traditional sectors vs. startup IPO sizes
30:57 Commodities vs. Nifty
33:27 AI infrastructure capex and the U.S. growth narrative
38:48 How Shantanu asks the right questions without going too deep
44:09 Shantanu guesses RB and CT’s personalities
Charts referred to in the episode:
https://drive.google.com/file/d/1SA2UAE4yfPK-ABQTYeq4DGguPKtLXj0b/view?usp=drive_link
Follow us on:
Instagram: https://www.instagram.com/theasymmetriccrew/
X: https://x.com/ASYMMETRICCREW
LinkedIn: https://www.linkedin.com/company/theasymmetriccrew/
United States
