HeyJaredCoffee and Investing with Saurabh Mukherjea
As the investment landscape around us becomes more volatile and several get-rich-quick schemes try to sway us left, right and centre, it becomes a necessity to develop a sound financial mind.Join Saurabh Mukherjea, founder of Marcellus Investment Managers, and author of…
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- Sep 26, 2026
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- Sep 26, 2026
Latest episodes
India’s Population Story Is Changing and Investors Need to Pay Attention Saurabh x Nandita (opens the original)
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Invest with Marcellus: https://invest.marcellus.in India's demographic dividend has been one of the most widely used arguments for investing in Indian equities. But what happens when that demographic story starts to change? In this episode of Coffee & Investing , Saurabh Mukherjea and Nandita Rajhansa discuss India's rapidly changing demographics and what they could mean for Indian investors. They explore why the long-standing "young India" narrative may no longer hold, how falling fertility rat
Exports Up 17% Yet Investors Are Still Cynical? Saurabh Mukherjea x Nandita Rajhansa (opens the original)
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Like our philosophy? Invest with us: https://invest.marcellus.in/auth?utm _... Exports are up 17%, so why does almost no investor own an Indian manufacturer? In this episode of Coffee & Investing , Nandita Rajhansa speaks with Saurabh Mukherjea, Founder of Marcellus Investment Managers, about why he believes Indian exports are at the beginning of a purple patch. For years, investors have been rewarded for being cynical about Indian manufacturing. Manufacturing has shrunk from 17% of the economy
7 “Boring” Companies That Beat the Market for 10 Years Saurabh Mukherjea x Salil Desai (opens the original)
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Invest with Marcellus: https://invest.marcellus.in/ How do you tell a genuinely great company from one that has simply had a good decade? In this episode of Coffee & Investing, Saurabh Mukherjea speaks with Salil Desai — his co-author on The Art of Enduring: How Great Companies Turn Crisis into Opportunity, and Marcellus' Head of Research — about the brutal filter the two of them built to answer that question.Ten years ago, The Unusual Billionaires screened India's listed universe on a decade of
Only 51 Indian Companies Passed This Brutal Filter Saurabh Mukherjea x Salil Desai (opens the original)
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Invest with Marcellus: https://invest.marcellus.in/ How do you tell a genuinely great company from one that has simply had a good decade? In this episode of Coffee & Investing, Saurabh Mukherjea speaks with Salil Desai — his co-author on The Art of Enduring: How Great Companies Turn Crisis into Opportunity, and Marcellus' Head of Research — about the brutal filter the two of them built to answer that question.Ten years ago, The Unusual Billionaires screened India's listed universe on a decade of
How to Find Financial Stocks the Market Is Missing Saurabh Mukherjea x Tej SHah (opens the original)
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Invest in India's leading financial companies. Explore Kings of Capital Portfolio: https://kcp.marcellus.in What does it take to find opportunities in one of India's most closely watched sectors?In this episode of Coffee & Investing, Saurabh Mukherjea speaks with his colleague Tej Shah, Portfolio Manager of Marcellus’ Kings of Capital Portfolio, about how the team invests across India’s financial services sector, and why some of the most interesting opportunities may lie beyond the obvious names
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