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.
Sankaran Naren is the Chief Investment Officer at ICICI Prudential AMC, and among the most respected names in the Indian fund management industry. In this episode, we talk about how global central banks are inflating asset prices, market cycles, developing common sense, art of being a contrarian investor, and much more.