Are Today’s Markets Echoing Past Cycles?

Your Next Non-Consensus Call in This Market?

Are 2025’s IPOs Delivering Real Quality?

How Do You Value Loss-Making New-Age IPOs Now?

Are Rising IPOs Dragging Down the Market?

What’s Your Advice for New Investors Today?

Are AI Investments Starting to Look Frothy?

Is the High-Return Era Ending for Equities?

Conclusion

Credits

Is India’s stock market truly overheating, or is this simply the new normal? From stretched small- and mid-cap valuations to the frenzy in consumption, manufacturing, defence and a flood of IPOs, this episode unpacks the signals and the noise. Host and ET’s markets editor Nishanth Vasudevan talks to veteran fund manager Prashant Jain, co-founder and CIO of 3P Investment Managers, who argues that today’s markets are still far from the euphoric highs of 1992, 2000 and 2007. Jain also weighs in on the global AI bubble, India’s market resilience, and why he believes large caps could be the most sensible bet in the years ahead  whether you’re a new post-COVID investor or a seasoned market participant.

Tune in: 

You can follow our host Nishanth Vasudevan on his social media: Linkedin & X


Check out other interesting episodes like - Nobel Laureate James A Robinson On Power and Prosperity, AI and Society, Corner Office Conversation with Apollo’s Dr Preetha and Suneeta Reddy, Groww’s ₹6,600 Cr Leap - Fintech’s Big Market Test Begins , OML CEO on the Creator Economy’s Next Wave & much more.

Catch the latest episode of ‘The Morning Brief’ on ET Play, The Economic Times Online, Spotify, Apple Podcasts,JioSaavn, Amazon Music and Youtube.

Is India&rsquo;s stock market truly overheating, or is this simply the new normal? From stretched small- and mid-cap valuations to the frenzy in consumption, manufacturing, defence and a flood of IPOs, this episode unpacks the signals and the noise. Host and ET&rsquo;s markets editor Nishanth Vasudevan talks to veteran fund manager Prashant Jain, co-founder and CIO of 3P Investment Managers, who argues that today&rsquo;s markets are still far from the euphoric highs of 1992, 2000 and 2007. Jain also weighs in on the global AI bubble, India&rsquo;s market resilience, and why he believes large caps could be the most sensible bet in the years ahead&nbsp; whether you&rsquo;re a new post-COVID investor or a seasoned market participant. Tune in: You can follow our host Nishanth Vasudevan on his social media:<a href="https://www.linkedin.com/in/nishanth-vasudevan-21b75960/"> Linkedin</a> &amp; <a href="https://x.com/NishanthV_ET?ref_src=twsrc%5Egoogle%7Ctwcamp%5Eserp%7Ctwgr%5Eauthor">X</a>
 Check out other interesting episodes like - <a href="https://podcasts.apple.com/us/podcast/nobel-laureate-james-a-robinson-on-power-and/id1568661777?i=1000736185213">Nobel Laureate James A Robinson On Power and Prosperity, AI and Society</a>, <a href="https://podcasts.apple.com/us/podcast/corner-office-conversation-with-apollos-dr-preetha/id1568661777?i=1000736022013">Corner Office Conversation with Apollo&rsquo;s Dr Preetha and Suneeta Reddy</a>, <a href="https://podcasts.apple.com/us/podcast/growws-%E2%82%B96-600-cr-leap-fintechs-big-market-test-begins/id1568661777?i=1000735482598">Groww&rsquo;s ₹6,600 Cr Leap - Fintech&rsquo;s Big Market Test Begins</a> , <a href="https://podcasts.apple.com/us/podcast/oml-ceo-on-the-creator-economys-next-wave/id1568661777?i=1000734328149">OML CEO on the Creator Economy&rsquo;s Next Wave</a> &amp; much more. Catch the latest episode of &lsquo;The Morning Brief&rsquo; on<a href="https://www.etplay.com/etplay"> ET Play</a>,<a href="https://economictimes.indiatimes.com/podcast?from=mdr"> The Economic Times Online</a>,<a href="https://open.spotify.com/show/6PL5kfPbwURBEu6fHCVTOL?si=26ec0fbfa7134fea"> Spotify</a>,<a href="https://podcasts.apple.com/in/podcast/the-morning-brief/id1568661777"> Apple Podcasts</a>,<a href="https://www.jiosaavn.com/shows/the-morning-brief/1/GNPiFQD2xpY_">JioSaavn</a>, <a href="https://music.amazon.in/podcasts/f378141f-9afb-495d-83da-9b08ec5047ac/the-morning-brief">Amazon Music</a> and <a href="https://www.youtube.com/@theetpodcasts">Youtube</a>.

To make sense of the week’s hottest stories in business, economy, politics and markets, journalists from the Economic Times chat with reporters and industry leaders in this thrice-weekly (Tuesday, Thursday, Friday) podcast.

The Morning Brief

Prashant Jain's Reality Checks on the Markets Bull Run, IPO Valuations and More

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