Vijay Kedia’s Valentine’s Day masterclass: From ‘situationships’ to stock market discipline

Subscribe to enjoy similar stories. At the Mint Money Festival 2026, held on 14 February at the NSE Atrium in Mumbai, ace investor and proud Boomer Vijay Kedia delivered a Valentine’s Day masterclass that blended wit with hard market truths. Drawing parallels between Gen Z’s complicated dating lexicon and the volatile world of stocks, Kedia decoded investing through terms like “situationship," “breadcrumbing," and “ghosting." The takeaway: whether it is the heart or the portfolio, commitment and clarity determine outcomes.

Kedia began by comparing the pulse of a relationship to the fluctuations of a stock chart. “There are two places where intelligence collapses—the stock market and love," Kedia said. In both, he argued, impatience and emotional overreach derail rational thinking.

When trust and commitment evaporate, the probability of failure shoots up. “Undefined positions create undefined returns, whether it is love or the stock market. You have to know what you’re doing, and that is the only way you will be successful." Recounting a conversation with a Gen Z friend at an airport, Kedia dove into the first Gen Z term: the 'situationship.' For the uninitiated, a situationship is that grey area where two people meet and hang out, but there is no clarity on where things are going in the long term.

He said that many young investors are in a similar relationship with the market. “They do not know why they are here, what their vision is, how long they are going to stay here, or how much allocation they will make. They don't know when they will enter or exit, or why they buy, sell, or hold—they do not have that clarity," he said.