Narayan: Oaktree capital dot coms memos have been most useful to me over a period of time. I'm reading Gautam Beed's book again on the power of compounding and I really liked that book. He says when he hangs up his boots people should feel we have done a good job for investors. Narayan: In the long run the challenges of my son is what is something which will always dominate my life.
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.