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2026 Market Reality : How Experienced Investors Are REDUCING RISK Early To Win | Kirttan Shah| FWS91
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Most investors believe better returns come from finding better stocks or the best mutual funds. This conversation challenges that belief.
In this episode, Kirttan Shah, Founder and CEO of Truvanta Wealth, shares how serious portfolios are actually built when long-term capital, market cycles, and risk matter more than short-term performance. With over 20 years in the financial markets and experience advising large pools of capital, Kirttan explains why 2026 may not reward aggressive investing and why good schemes alone do not guarantee good outcomes.
The discussion goes deep into how value, momentum, and growth rotate over time, why mid and small caps may not always be the answer, and how different asset classes like equities, gold, copper, debt, and even IT play specific roles depending on the phase of the market. A recurring theme throughout the episode is behaviour, how investor reactions often matter more than strategy itself.
Kirttan’s approach focuses on simplicity, diversification, and staying invested through cycles rather than chasing recent performance. A large part of his own personal wealth is invested through mutual funds, structured thoughtfully across asset classes and investment styles.
This is not a tips-driven finance episode.
It is a clear framework for thinking about money, patience, and allocation when markets feel uncertain.
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Sharan Hegde is a personal finance creator & founder of the 1% Club, simplifying money, markets, and mindset for India’s next generation of wealth builders.
Timeline:
00:00 – Precap
01:00 – Introducing our guest: Kirttan Shah
03:48 – Why gold deserves a place in your portfolio
06:38 – Kirttan’s ideal allocation for a ₹10 Cr corpus
09:44 – Should you go all-in on large caps this year
10:36 – How to choose the right large-cap funds
11:50 – Will 2026 be a tough year for markets
14:32 – How to track early signs of market movement
15:01 – Value funds to consider for 2026
17:20 – How to actually judge a good mutual fund
19:50 – How to build a strong mutual fund portfolio
22:04 – Understanding the growth style of investing
22:46 – Value vs growth vs momentum explained simply
26:25 – Why index investing is basically momentum
28:06 – Why large-cap + value works well together
28:50 – Why momentum works best in mid caps
30:40 – Mid caps vs small caps: which really performs better
31:25 – Why small caps gave negative returns in 2025
33:00 – How wrong sector bets hurt your returns
35:50 – Sectors that could perform well in 2026
37:24 – Why the auto sector looks promising
38:20 – Why banking and financials may do well
38:55 – What to expect from the defence sector
39:32 – Why Kirttan is bullish on IT
43:00 – Should you invest in silver right now
46:30 – Is copper the next big opportunity
48:00 – What is the safest investment approach today
50:00 – Why investor behaviour matters more than strategy
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WATCH LIVE: Treasury Secretary Bessent testifies on U.S. financial stability in House hearing
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P Square – Taste the Money (Testimony) [Official Video]
Watch the Official Music Video for Taste The Money by P-Square
Stream Here https://mad.ffm.to/tastethemoney
P-Square drops yet another breathtaking visuals for their newest smash hit single “Taste the Money” (Testimony). Shot in South Africa and directed by Jude Engees Okoye.
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[TIKTOK] Lisa Money trend 3
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BITCOIN: THE FINAL TRAP… (Prepare NOW)
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Video
LIVE: Bessent testifies before the House Committee on Financial Services
U.S. Treasury Secretary Scott Bessent will testify before the House Committee on Financial Services on the annual report from the Financial Stability Oversight Council.
#Congress #Finance #Bessent #Treasury #Hearing #FSOC #Economy #live #Reuters #News
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11 Things That Are a Complete WASTE of Your Money
“Move fast and break things” hits different when you actually own the thing you broke. Protect your business → https://nextinsurance.com/codie
What’s really worth your money? Learning how to buy a business that pays you every month. That’s exactly what happens at Main Street Millionaire Live. And the best part? We hand you $1,100 worth of tools just for showing up:
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You don’t have as much money as you want and it’s not because you don’t earn enough. It’s the everyday spending habits we’ve normalized without question. I pulled the data on the biggest money traps most people fall for from fast food and new cars to degrees and designer brands, and how wealthy people avoid them. This video breaks down where your money is actually going and how to stop falling for financial traps disguised as success!
00:23 – Fast Food
01:57 – Weddings
04:11 – Brand New Cards
06:49 – College Degrees
08:36 – Designer/Luxury Clothing
11:02 – Streaming/Cable
13:01 – Coffee
13:48 – Startup Equity
15:29 – Spas
15:55 – Diamonds
16:36 – Alcohol
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All content on the Codie Sanchez YouTube channel reflects my own opinions and should NOT be taken as legal advice, financial advice, or investment advice. Please seek out the guidance of professionally trained and licensed individuals before making any decisions. Some links in the description may be affiliate links. Copyright © Contrarian Thinking LLC 2025.
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LIVE: Treasury Secretary Scott Bessent testifies before the House Financial
LIVE: Treasury Secretary Scott Bessent testifies before the House Financial
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‘DISASTER FOR AMERICA’: Crypto clash ignites as China makes digital asset push
Coinbase Chief Legal Officer Paul Grewal discusses the importance of cryptocurrency legislation as President Donald Trump voices his support for the Clarity Act on ‘Mornings with Maria.’ #foxbusiness #morningswithmaria
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