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Investing by the BooksAuthor: Redeye AB
Investing by the Books is a podcast to educate sophisticated and aspiring investors. We believe books are an excellent source for timeless knowledge, enhanced through deep conversations with authors and other guests. Host: Eddie Palmgren. Producer: Eddie S. Ahlgren Twitter: @IB_Redeye Language: en-us Genres: Arts, Books, Business, Investing Contact email: Get it Feed URL: Get it iTunes ID: Get it Trailer: |
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#80 Rupal Bhansali: Non-Consensus Investing
Episode 80
Monday, 9 February, 2026
Eddie has the pleasure of speaking to Rupal Bhansali, author of ‘Non-Consensus Investing’ and a seasoned investor with over 30 years of experience. We discuss her journey from growing up in a stockbroker's family in India to becoming a CIO managing billions of dollars in New York. The conversation covers several themes from her book, including risk management, crowded trades, and the importance of independent thinking. —————————————Our conversation with Rupal Bhansali was recorded on 15 December 2025.—————————————For more info about the podcast, make sure to follow us on X/Twitter. We love to hear your thoughts, so please rate and review us. And feel free to tell us about great authors, books, and investors. Thank you. /Eddie with team—————————————Episode Chapters(00:00) Intro by Eddie(01:03) Rupal’s path to investing(08:43) Introducing the book: Non-Consensus Investing(09:53) Contrarian vs. Non-Consensus Investing (10:56) How the book came about(14:34) Rupal’s view on risk (19:42) Crowded trades(27:47) Why a competitive advantage is not enough(30:57) The myth of pricing power.(32:53) Rupal’s research process(35:20) Most common behavioral bias(36:47) Patience(37:51) Would Rupal like to change anything in the book? (38:22) Rupal as an investor and her firm (40:28) How to manage your days and measure success(42:12) 100 Women in Finance(45:24) Rupal’s reading suggestions(46:00) Another book by Rupal?(46:13) Concluding remarks—————————————Books MentionedNon-Consensus Investing – Rupal Bhansali—————————————More on Rupal BhansaliBook Website: https://nonconsensusinvesting.com/ Double Duty Money Management: https://doubledutymm.com/ —————————————About the PodcastIntro episode: https://www.redeye.se/podcast/investing-by-the-books/817383/0-intro-to-investing-by-the-books—————————————What is Investing by the Books?Investing by the Books was founded by Henrik Andersson, Bo Börtemark, Mats Larsson and Michael Persson. It has published hundreds of book reviews in the past 10 years and operates on a non-profit basis. Visit the website: http://www.investingbythebooks.com/Follow on Twitter/X: https://twitter.com/Investbythebook—————————————What is Redeye?Redeye is a research-centered boutique investment bank from Stockholm. Founded in 1999, Redeye cultivates investors through timeless knowledge, a humble attitude, and a strong focus on quality. Visit the website: https://www.redeye.se/Follow on Twitter/X: https://twitter.com/Redeye_—————————————DisclaimerNotice that the content in this podcast is not, and shall not be construed as investment advice. This information is meant to be informative and for general purposes only. For full disclaimer, visit Redeye.se
