No matter how good an investor you may be, if you are a midcap-smallcap focused investor and the liquidity cycle is not in your favor, you will struggle to make returns and must patient wait for the liquidity cycle to turn back in your favor.

causalpending

Speaker

Gotham Bhatnagar

Evidence Quote

However good an investor you may be...if you're a midcap small cap focused investor and the liquidity is not in your side...you will struggle to make returns

Source

4% of Stocks. 100% of Wealth | Gautam Baid on the Brutal Math of CompoundingExcess Returns
Created: 8/11/2026, 6:52:51 AM

My Notes

Loading notes...