The One Percent Show with Vishal Khandelwal cover image

Ep. 12 - Sankaran Naren on Market Cycles, Common Sense, and Art of Being a Contrarian Investor

The One Percent Show with Vishal Khandelwal

00:00

The Importance of Empathy in the Stock Market

I realized I had to be both a top-down bottom-up investor then over a period of time I realized that I had to learn more about macro and debt. If you meet most people in India they would agree that we did that very successfully over a Period of Time. The central bankers have become the gurus of the market and we are all pawns, he says. He believes global central banks always will cause asset prices to go up again to extremely overvalued territory.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app