Reflecting on a night in a hotel, the hosts discuss the importance of clear thinking in dangerous situations and the varying outcomes for different people. They also touch on the lack of preparation by the attackers and the impact of the COVID pandemic on their worldview.
Vinod Sethi served as Managing Director of Morgan Stanley Investment Management, until February 2001 and served as its Chief Investment Officer and Portfolio Manager for 12 years. He has maintained a low public profile all these years, but he is a veteran in the Indian equity investment space with an experience of more than three decades. The little I have read and known about him, I find a man who has not been just a multidisciplinary thinker but also a true Karmayogi who has combined his inner voice at a number of times with mindful decisions and rightful efforts.