
Ep. 12 - Sankaran Naren on Market Cycles, Common Sense, and Art of Being a Contrarian Investor
The One Percent Show with Vishal Khandelwal
The Importance of Detail Modeling in Investment Wisdom
I don't believe in detailed modeling and because detail modeling has failed me many many times you should do you should have access to detail modeling if you can that is possible at I say potential. Detail modeling for example never could have predicted covid so you overspend time on detail modeling but intuitive common sense modeling is certainly needed. That comes out of a lot of hard work as Charlie Munger says it will not predict something else you've been doing.
00:00
Transcript
Play full episode
Remember Everything You Learn from Podcasts
Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.