Podcasts · The Mwango Capital Podcast
Becoming an Analyst
· 58 min
Episode Becoming an Analyst
In this episode recorded on July 31, 2025, we are joined by Kishan Popat as we trace his path from computer systems to leading research at Kestrel Capital, and his journey through MIT.
We cover lessons from the 2008 financial crisis, the value of cold emails, the impact of AI on financial analysis, and improving African markets
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Show Notes
00:00:00 Introduction
00:05:19 Understanding the Financial Crisis & The Role of Structured Finance
00:08:06 Lessons from the Financial Crisis, Investment Strategies and Mistakes
00:13:28 Building a Research Desk at Genghis Capital
00:17:26 The Value of Cold Emails
00:20:15 Day-to-Day Life of an Analyst
00:23:43 The Impact of AI on Financial Analysis
00:27:05 Advanced Education and Business Strategy
00:37:11 Humility and Learning from Top Investors
00:49:40 Critical Minerals and Africa’s Future
00:51:04 Advice for Young Analysts and Improving African Markets
00:57:50 Closing Remarks
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Transcript
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