The One Percent Show with Vishal Khandelwal

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

Dec 3, 2021

01:15:23

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Episode notes

Introduction

2min

The Importance of Being a Contrarian

3min

The Importance of Controlling Hubris

3min

The Importance of Group Thinking in Investing

2min

The Power of Communication in Investing

2min

The Importance of Empathy in the Stock Market

5min

How to Value Businesses for the Long Term

4min

How to Be Conservative in Equity Investing

3min

The Importance of Communication in Investing

3min

10.

The Importance of Analyzing the Future of Traninism

2min

11.

How to Change Your Mind When the Facts Change

3min

12.

The Risks of Overvaluation in the IPO Market

5min

13.

The Risk of Over Valuation in Quality Businesses

2min

14.

How to Buy a High-Pea Stock

3min

15.

The Importance of Hybridity in Corporate Governance

4min

16.

The Importance of Average Asset Allocation Strategies

3min

17.

How to Teach Temperament

2min

18.

How to Build Common Sense in Investing

2min

19.

The 10 Tenets of Investing

3min

20.

The Future of India

4min

21.

The Importance of Independent Thinking in Decision-Making

2min

22.

How to Survive in a Bull Market

4min

23.

The Importance of Detail Modeling in Investment Wisdom

2min

24.

The Challenges of Working From Home

2min

25.

How to Detach Yourself From Worries That Really Cloud Your Mind Regarding Investing

3min

26.

The Power of Compounding

2min

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.