The Kahloon Podcast

Portfolio360 Full Walkthrough

35K views · 1mo ago · 1:43:37

A full walkthrough of Portfolio360, a multi country, multi asset net worth tracker for investors in Pakistan, the US and Saudi Arabia. Free to use I went quiet in June. This video is what I was doing with it: 15 to 18 hour days, weekends included, on two projects. The second one is Portfolio360, and this is the complete tour, module by module, nothing skipped. Built with my engineer, Affan.

Topics: Why Khizar disappeared and what he spent June building · The first project: turning a family loss into a health center · The second project: building Portfolio360 · The landing page and switching between markets · Gainers, losers, volume leaders, and insider activity · Sector performance and sector rotation

Ep 89 | Decoding Top-Down vs Bottoms-Up Investment Strategy with Suleman Maniya

3.1K views · 5mo ago · 45:43

Guest: Suleman Maniya

This episode features Suleman Mania sharing his insights on Pakistan's current economic landscape, investment strategies, and sector-specific opportunities. From bottom-up investing in small to mid-cap companies to the evolving sugar sector, get expert guidance on navigating Pakistan’s stock market and hidden gems worth exploring.

Topics: Pakistani real estate hits a 20-25 year high · Meet Suleman Mania: background and journey in finance · Why Pakistan is back on global investors' radar · Bottom-up vs top-down investing explained · The contrarian playbook: buying when others panic · Finding hidden small and mid-cap winners

Ep 88 | Pakistan's Economic Outlook and Investment Strategies with A. A. H. Soomro

4.6K views · 5mo ago · 49:45

Guest: A. A. H. Soomro

Join us as A. A. H. Soomro breaks down Pakistan's current economic situation, policy impacts, stock market insights, and strategic investment advice, providing a comprehensive guide for investors navigating these challenging times.

Topics: Pakistan's fiscal stance and growth outlook amid IMF program · Oil prices, equity swing, and investor wake-up call · Real estate and infrastructure projects in urban cities · Pakistan's industry performance and foreign investment trends · Pakistan's critical IMF review and fiscal discipline · Budget deficit, primary surplus, and debt-to-GDP ratio

Ep 87 | Pakistan’s Stock Market & The Digital Tailwinds with Yousuf M. Farooq

5.1K views · 6mo ago · 1:14:07

Guest: Yousuf M. Farooq

Discover Pakistan's current economic landscape, macroeconomic indicators, and stock market trends with seasoned researcher and investor Yousuf M. Farooq, CFA (Director Research, Chase Securities).Whether you are a new investor or a seasoned trader, this episode sheds light on the macro factors influencing investments and how to navigate the volatile market environment.

Topics: Currency devaluation, oil prices, and inflation reversal strategies · Impact of macroeconomic indicators on stock and property markets · Government policies on subsidies, taxation, and fiscal discipline · Current macro stability, IMF program effects, and future outlook · Pakistan’s forex reserves, devaluation expectations, and inflation trends · Load shedding, fuel shortages, and consumer impact during crises

Ep 86 | Pakistan's Stock Market: Buy, Hold or Sell?

5.3K views · 6mo ago · 1:28:00

In this episode, Mustafa Pasha discusses Pakistan's macroeconomic challenges, sector-wise market outlook, and investment strategies for retail investors amid current geopolitical and economic uncertainties. Key Topics Pakistan's macroeconomic stabilization post-2022 Impact of geopolitical tensions on Pakistan's economy Sector analysis: banking, energy, cement, auto, fertilizer Investment strategies for retail investors during volatility Valuation and market timing in Pakistan

Topics: Economic Stability and Challenges in Pakistan · Government Strategies for Economic Management · Market Dynamics and Investment Insights · Investing as a Lifelong Journey · Sector Analysis: Banking and Beyond · Understanding Market Dynamics: Key Sectors

How Pakistan’s Market Turned Around in April: Key Drivers & Hidden Signals

2.3K views · 6mo ago · 7:21

Explore how unexpected financial help and geopolitical tensions stirred Pakistan’s stock market revival, and learn to recognize the subtle signs revealing the economy’s real health.

Topics: The surprising shift from fear to opportunity in market sentiment · Key driver: A $5 billion financial package from international institutions · Effects on borrowing costs, currency strength, and foreign investor confidence · The “Hormuz Ping Pong”: oil prices swinging between $90 and $100+ per barrel · How retail investors can leverage quiet signals over headline noise

How to Predict Pakistan Markets Crashes Using these 5 Simple Indicators

1.6K views · 6mo ago · 6:55

Ever wonder if stock market crashes are inevitable or predictable? In this episode, Google's GenAI deep dive one of Khizar Kahloon's recent blogs written for and breaks down a straightforward framework using just five public indicators to foresee market downturns, with a focus on Pakistan’s recent crash.

Topics: How to see a stock market crash coming with a simple dashboard · The recent Pakistan stock market downturn explained · The pattern behind market crashes and their predictability · The five indicators on the dashboard explained · How crude oil triggers the domino effect · Historical reliability of this pattern across market cycles

Ep 85 | Pakistan's Stock Market & Geo Political Situation with Furqan Punjani

2.6K views · 1y ago · 1:23:49

Guest: Furqan Punjani

The conversation delves into the intricacies of retail investing, market dynamics, and the impact of geopolitical events on economic conditions. The speaker emphasizes the importance of understanding market trends, the necessity of a balanced portfolio, and the strategies for navigating uncertain times.

Topics: Understanding Retail Investor Needs · Market Analysis and Stock Perspectives · Geopolitical Influences on Market Dynamics · Monetary Policy and Economic Predictions · Navigating Market Vulnerabilities · Investment Strategies in Uncertain Times

Ep 84 | Pakistan's Energy Sector Analysis with Samiullah Tariq

1.4K views · 1y ago · 52:01

Guest: Samiullah Tariq

The conversation covers various aspects of the market, focusing on the energy sector, banking dynamics, and investment opportunities in Pakistan. The speakers discuss the improvements in the banking sector, the impact of deregulation in the energy sector, and the potential of the refinery policy. They also highlight the importance of export orientation for economic strength and provide insights into the best investment opportunities in the current market.

Topics: Market Overview and Trends · Energy Sector Insights · Power Generation and Policy · Banking Sector Dynamics · Refinery Policy and Economic Factors · Investment Opportunities and Future Outlook

Ep 83 | Pakistan's Banking Sector Analysis with Syed Fawad Basir

2.1K views · 1y ago · 51:51

Guest: Syed Fawad Basir

This conversation delves into the current state of the banking sector, discussing recent performance, investment strategies, and future outlooks. The speakers analyze market trends, the impact of interest rates, and provide insights into specific banks and investment opportunities. The discussion emphasizes the importance of focusing on blue chip companies and the overall positive trajectory of the banking sector despite challenges.

Topics: Current Trends in the Banking Sector · Investment Strategies and Market Insights · Future Outlook and Investor Advice

Ep 82 | Investment Opportunities in a Changing Landscape with Mustafa Pasha

3K views · 1y ago · 2:08:49

Guest: Mustafa Pasha

In this podcast, the speakers explore the volatility in the US markets, the implications of the US dollar's status as a reserve currency, and the recovery of Pakistan's macroeconomic indicators. The conversation also highlights specific sectors in Pakistan that present investment opportunities, such as cement, pharmaceuticals, and autos, while addressing the challenges posed by global trade conflicts and internal economic factors.

Topics: US Market Dynamics and Global Trade Concerns · Pakistan's Macroeconomic Landscape and Recovery · Sector Analysis and Investment Opportunities · Geopolitical Tensions and Market Reactions · The Indus Water Treaty: A Dangerous Shift · Water Scarcity and Agricultural Implications

Ep 81 | Global Market Shockwaves, PSX, & Sectors Review with Fatiq Bin Khurshid

3.1K views · 1y ago · 1:38:58

Guest: Fatiq Bin Khurshid

In this podcast, the speakers discuss the current economic landscape in Pakistan, focusing on the implications of global economic trends, the challenges of the current account, and the impact of government policies. They analyze various sectors, including banking, pharmaceuticals, and the auto industry, providing insights into investment strategies and market dynamics.

Topics: Global Economic Landscape and Its Impact on Pakistan · Current Account Challenges and Commodity Prices · Government Policies and Economic Management · Global Recession and Its Implications for Pakistan · Sector Analysis: Banking and Cement · Pharmaceutical Sector Insights

Ep. 80 | Mastering Trading Strategies for Success with Dr Masood Rashid

20K views · 1y ago · 1:32:27

Guest: Dr Masood Rashid

The conversation delves into the complexities of Pakistan's economy, highlighting the stark contrast between the thriving black economy and the struggling white economy. The speakers discuss various trading strategies, the importance of risk management, and personal experiences that shape their investing principles.

Topics: The State of Pakistan's Economy · The Black and White Economy · Trading Strategies and Market Insights · Risk Management in Trading · Investing Principles and Wealth Generation · Personal Experiences and Life Lessons

Ep. 79 | Mastering the Pakistan Stock Market in 2025 | Ft. Yousuf M Farooq

5.1K views · 1y ago · 1:01:25

Summary In this conversation, the host and guest discuss the current state of the Pakistan stock market in relation to global trends, investment strategies for retail investors, and the impact of tariffs and economic conditions on various sectors. They emphasize the importance of long-term investment perspectives, stock selection processes, and understanding market volatility, particularly in the context of PE ratios and industry dynamics.

Topics: Market Dynamics: Pakistan vs. Global Trends · Understanding the Stock Market: Valuations and Strategies · Investment Strategies for Retail Investors · Stock Recommendations and Sector Analysis · Navigating Market Confusion: Tariffs and Economic Impact · Long-term Investment Perspectives

From One-Way Talk to Real Conversations – A New Chapter

751 views · 1y ago · 7:56

In this conversation, Khizar Kahloon discusses his journey with podcasting, the importance of community engagement, and the launch of new initiative aimed at enhancing financial literacy. He emphasizes the need for a platform that allows for interactive discussions and learning opportunities, highlighting upcoming events and workshops designed to foster a deeper understanding of market dynamics.

Topics: Community Engagement and New Initiatives · Upcoming Events and Learning Opportunities