‘Valuations tell you what to pay. Discipline tells you what to avoid.’

In this episode of FIRSTalk, Vikas Sharma, Head of Wealth Management & Private Banking at IDFC FIRST Bank sits down with Aashish Somaiyaa, ED & CEO of White Oak AMC, for a conversation that goes deeper than market levels and return expectations.

They discuss what really matters when markets are expensive - how to separate narratives from numbers, why quality is often misunderstood, and what it takes to stay disciplined when everything around you is working.

This isn’t a conversation about where the market is. It’s about how to think when the market tests your conviction.

#FIRSTalk#Investing#Markets#Leadership#Alpha#WealthManagement#FirstPrivate#IDFCFIRSTBank

&lsquo;Valuations tell you what to pay. Discipline tells you what to avoid.&rsquo; In this episode of FIRSTalk, Vikas Sharma, Head of Wealth Management &amp; Private Banking at IDFC FIRST Bank sits down with Aashish Somaiyaa, ED &amp; CEO of White Oak AMC, for a conversation that goes deeper than market levels and return expectations. They discuss what really matters when markets are expensive - how to separate narratives from numbers, why quality is often misunderstood, and what it takes to stay disciplined when everything around you is working. This isn&rsquo;t a conversation about where the market is. It&rsquo;s about how to think when the market tests your conviction. <a href="https://www.youtube.com/hashtag/firstalk">#FIRSTalk</a> <a href="https://www.youtube.com/hashtag/investing">#Investing</a> <a href="https://www.youtube.com/hashtag/markets">#Markets</a> <a href="https://www.youtube.com/hashtag/leadership">#Leadership</a> <a href="https://www.youtube.com/hashtag/alpha">#Alpha</a> <a href="https://www.youtube.com/hashtag/wealthmanagement">#WealthManagement</a> <a href="https://www.youtube.com/hashtag/firstprivate">#FirstPrivate</a> <a href="https://www.youtube.com/hashtag/idfcfirstbank">#IDFCFIRSTBank</a>

Welcome to FIRSTALK- Knowledge Speaks, Wisdom Listens presented by IDFC FIRST Private- IDFC FIRST Bank. Hosted by Vikas Sharma, Head - Wealth Management & Private Banking at IDFC FIRST Bank, the podcast focuses on the fascinating journey of India's global economy as it emerges as a superpower. From its post-independence struggles to its current position as one of the world’s fastest-growing economies, India has undergone significant changes over the decades.

As a result, India is not only becoming a key player in global supply chains but also influencing international trade dynamics. The interplay between domestic policies and global trends—like central bank decisions and monetary policies—playing a critical role in shaping investment landscapes and portfolio strategies.

This backdrop sets the stage for insightful discussions on the podcast, where industry experts will share their perspectives on how India's evolving story impacts investment opportunities and financial strategies in an increasingly interconnected world.

Welcome to FIRSTALK- Knowledge Speaks, Wisdom Listens presented by IDFC FIRST Private- IDFC FIRST Bank. Hosted by Vikas Sharma, Head - Wealth Management &amp; Private Banking at IDFC FIRST Bank, the podcast focuses on the fascinating journey of India's global economy as it emerges as a superpower. From its post-independence struggles to its current position as one of the world&rsquo;s fastest-growing economies, India has undergone significant changes over the decades. As a result, India is not only becoming a key player in global supply chains but also influencing international trade dynamics. The interplay between&nbsp;domestic policies and global trends&mdash;like central bank decisions and monetary policies&mdash;playing a critical role in shaping investment landscapes and portfolio strategies. This backdrop sets the stage for insightful discussions on the podcast, where industry experts will share their perspectives on how India's evolving story impacts investment opportunities and financial strategies in an increasingly interconnected world.