# A familiar drift

Page: https://stenobird.com/podcast/value-research-6875721/a-familiar-drift
Text version: https://stenobird.com/podcast/value-research-6875721/a-familiar-drift.md
Podcast: [Value Research](https://stenobird.com/podcast/value-research-6875721)
Published: 2026-06-22T04:40:26+00:00
Episode link: https://valueresearch.podbean.com/e/a-familiar-drift/
Audio file: https://mcdn.podbean.com/mf/web/v6gbsmecpnfnizd6/A_familiar_drift_96rte.mp3
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JSON: https://stenobird.com/v1/public/podcasts/value-research-6875721/episodes/a-familiar-drift
Duration seconds: 237

## Resource

SEBI created flexi caps in 2020 to fix this exact drift. Six years on, the drift is back.

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## Transcript

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