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Listen "Breaking Down India’s IPO Wave 3, The Series C Drought & Happy Birthday to the ASYMMETRIC Podcast"
Episode Synopsis
The ASYMMETRIC Crew today:Revant: CEO, Mosaic WellnessShantanu: Founder & CEO, Bombay Shaving Company Chirag: Founder, GoKwikChapters00:00 Trailer00:58 Intro & Happy Birthday to the ASYMMETRIC Podcast01:42 Wave 3 in IPOs is coming05:03 The TRMG RainGauge Index is now beating the Nifty5005:46 Drought in Series C funding08:36 The shift in investor sentiment and market opportunities12:21 The rise of secondary funds18:59 The future of startup funding and IPOs23:50 The liquidity flywheel has started28:36 Traditional sectors vs. startup IPO sizes30:57 Commodities vs. Nifty33:27 AI infrastructure capex and the U.S. growth narrative38:48 How Shantanu asks the right questions without going too deep44:09 Shantanu guesses RB and CT’s personalitiesCharts referred to in the episode:https://drive.google.com/file/d/1SA2UAE4yfPK-ABQTYeq4DGguPKtLXj0b/view?usp=drive_linkFollow us on:Instagram: https://www.instagram.com/theasymmetriccrew/X: https://x.com/ASYMMETRICCREWLinkedIn: https://www.linkedin.com/company/theasymmetriccrew/
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