The Hidden Sector That Could Outperform The Stock Market with Rajeev Poddar

This Face2Face episode with Vivek Bajaj and Rajeev Poddar offers a rare blend of personal resilience, structured learning, and deep sectoral insight — especially into the emerging opportunity around nuclear energy.

Rajeev’s journey begins with early-life adversity, where a childhood health crisis forged an unusual level of mental toughness. He emphasises that resilience built through hardship becomes the foundation for long-term success, especially in markets where setbacks are inevitable. Throughout his life, family acts as his ultimate support system, enabling him to take risks, recover from failures, and stay committed to long-term learning

Rajeev’s evolution as a teacher becomes central to his market development. He explains how teaching forces clarity, helping him repair his own knowledge gaps, strengthen fundamentals, and build a scalable path for educating others. His approach champions “knowledge capsules”—small, structured learning modules that allow beginners and children to internalize concepts faster than traditional heavy content.

A major section of the discussion focuses on developing long-term conviction in macro trends. Rajeev highlights how early trend identification often brings temporary losses, but persistent research can convert early conviction into large opportunities. He also stresses the need to separate trading from investing, defining timeframes, rules, and position sizing before entering any position.

The hidden, high-potential sector he highlights is nuclear energy. He busts common myths using scientific evidence, visits to facilities, and factual safety data. With Small Modular Reactors (SMRs) reducing construction time and cost, he sees nuclear as a sunrise industry, offering long-term structural investment opportunities across energy technology and supply chains.Finally, Rajeev urges learners to prioritize serious, structured study over entertainment-driven content to build durable market competence.