Mastering Market Overview: Equities, Bonds & Crypto | Ask FinTree #20

[@Blogger-t9q]

I’ve been working as an analyst at a private wealth management firm in India for the past three months. I'm a fresher, I’m want to work as a hedge fund analyst in the USA. Would pursuing an MS in Finance be a good option? Additionally, what skills should I focus on developing, and what timeline should I realistically aim for to achieve this goal? What may the pathway look like. Quick background: 22 y/o, graduated with a compsci degree few months back, will take CFA L3 in Feb '25, used CFA to break into finance.

[@heetprajapati6414]

Sir what are the magazines that you would like to recommend for the reading

[@vnm2002]

Continuing on the confusion between investment banking and fund management as a 22yo, do you think I can delay this decision by taking up a “common” job like equity research? Should it be a buy-side company or sell-side company?

[@yashwadkar3400]

hello utkarsh,Do you believe in having a concentrated portfolio with stocks of only 2-3 sectors and completely mastering those sectors rather than keeping a safe diversified portfolio which includes all the sectors

[@yashwadkar3400]

your views on recent down cycle which was going on with most of small finance banks and nbfcs where stocks with excellent asset qualities like poonawala fincorp has deteriorated,will the rate cuts bring some positivity?

[@Michael-v1j1x]

Thank you so much for this amazing video! Could you help me with something unrelated: My OKX wallet holds some USDT, and I have the seed phrase. (alarm fetch churn bridge exercise tape speak race clerk couch crater letter). How should I go about transferring them to Binance?

[@DiamondKumarr]

Been working at an Independent Research Analyst firm for 2 years. Confused about whether to go in buy side or sell side. What are the general expectations from candidates with 2 years exp. in both kind of companies? which side involved more travelling and networking opportunities? Also wanted to know What side doesn't demand more working hours so that I can work on my side hustles also. Thanks.

[@yashdeshmukh7272]

How to make career in Private wealth?

[@gaghanm9543]

Hi Utkarsh, I took a few attempts in completing L2, this was because of bad basics. I'm planning to give L3 in Feb 2026 and practice well to complete it in one short... I'm planning to start from March 2024 . I'm not that good in L1 portfolio mgmt, in fact I have forgotten most of it. I am planning to take private wealth as my elective .. is there anything I can revise from now to march..to help..L3. I struggled with derivatives ( BSM part) as well . In general in good with equity and fixed income but find portfolio mgmt a bit difficult

[@AdityaJoshi-k8j]

CFA institute also provides one more course called CIPM. How is it different from CFA?

[@maneshpavan5444]

Im a Fintree student, level 2 candidate sir, you talked about reading books can u please suggest some good books related to finance, books that give knowledge out of our CFA curriculum books, something related to investment or behavioral side. Thank you!!

[@Shruti_sy]

Hello sir, I'm starting my CFA level 1 prep again (after deferring). How can I practically apply my learnings simultaneously for better practical understanding. I had fintree homeschool pack till Nov 2024 but now its not accessible and I cannot purchase again, have fair clarity of concepts so wil your YT revision videos be enough?

[@pratsplays6829]

good morning, is it a must to know coding these days when applying for a job? Also assuming the worst case scenario i fail my FRM pt 1 exam will the knowledge i gain help me get my first job?

[@DiamondKumarr]

Singapore/Hong Kong or Middle East which is better place to work for Indian CFA candidate with some work experience in Equity Research? And how to get job in those market? Also, could you please conduct such live sessions twice a week? Thanks

[@goutam8414]

Hello Sir, What is an ideal portfolio in your view. More number of stocks with smaller investments or less number of stocks with higher investments. Thank you sir.

[@40shravansec37]

Hi sir, I'm currently doing my CFA L1 and i want to become an entrepreneur. And the reason I took CFA is because I like finance and in the future i want to start something on my own in finance. But the question I have for you is finance is a very hard niche to start a business on, so do you have any recommendation of the type of business which is relatively easier to start and what are some of the jobs i should opt for to increase my skill set to start my entrepreneurship journey.

[@shivanshuagarwal8565]

Hi Utkarsh , I have recently cleared L2 (20 year old) took up a job in boutique investment banking advisory firm where my job is to prepare pitch decks and financial models of the startup who are looking to get funding where I also happen to interact with the startup founders. My whole firm consist of 10-12 people . I feel that my learning curve is not growing in the firm and the Financial models are not comprehensive . should I stay a bit longer or start looking for other opportunities?

[@vnm2002]

I have never read an annual report before but now need some tips on how to get started. Can you recommend: A. Any specific sectors/stocks that can be easily understood as a beginner? B. The way to read it? Do I read it from first page to last page like a normal book? C. How to deal with the PnL, BS and CF section?

[@S-pk6yt]

hello sir, i am bcom hons student at one of the top colleges in the country, have just appeared for level 1 this november. i want to know what other stuff do i need to do to get a core finance job? my placement cycle will starting in another 6 months, any suggestion, recommendation would do, thank you.

[@AbhishekSingh-gz5dd]

I'm a cfa level 2 candidate doing l2 prep from fintree came from the fra live lec today i am working as product manager and past i worked as equity dealing i want to get into equity research please explain ​​from Equity Research to fund manager career trajectory cfa enough to became fund manager what are other skills required - im a cfa level 2 candidate from fintree

[@rahul78990]

Since you do not invest in mf, do you think mf investments will be a good idea to go ahead? Do you think mf returns will not be much going forward?

[@Rayomand1233]

Do i get a wife which provides a higher return but has higher risk of leaving me , or do i get a wife who has low return but low risk of leaving me? I have made an excel spreadsheet and would to want to get the wife that maximizes my sharpe ratio

[@AbhishekSingh-gz5dd]

I'm a cfa level 2 candidate doing l2 prep from fintree came from the fra live lec today i am working as product manager and past i worked as equity dealing i want to get into equity research please explain ​​from Equity Research to fund manager career trajectory cfa enough to became fund manager what are other skills required - im a cfa level 2 candidate from fintree