Beyond Valuations

‘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 #IDFCFIRSTBankSee omnystudio.com/listener for privacy information.