Podcast

Welcome to the 27th episode of The One Percent Show with Vishal Khandelwal. This show is an open-ended exploration into the minds of the wisest people around to help us learn to think, invest, and live each day a little, even if as little as one percent, better.

In this episode, I talk to Nilesh Shah, Managing Director of Kotak Mahindra Asset Management Company. Nilesh has over 31 years of experience in capital markets and has managed funds across equity, fixed income and real estate for Indian and global investors. While this is my first interaction with Nilesh, I have looked up to him for the last 20 years, ever since I took my first steps in the investment industry in 2003.

In this episode, Nilesh talks about the transformation of India, lifelong learning, importance of humility in investing, spirituality, and much more.

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With respect,

Vishal

Welcome to the 26th episode of The One Percent Show with Vishal Khandelwal. This show is an open-ended exploration into the minds of the wisest people around to help us learn to think, invest, and live each day a little, even if as little as one percent, better.

In this episode, I talk to Annie Duke, author, corporate speaker, and consultant in the decision-making space. For two decades, Annie was one of the top poker players in the world. In 2004, she bested a field of 234 players to win her first World Series of Poker bracelet. The same year, she triumphed in the $2 million winner-take-all, invitation-only World Series of Poker Tournament of Champions. She retired from the game in 2012.

Annie is author of multiple wonderful books, including Thinking in Bets, How We Decide, and her latest being Quit: The Power of Knowing When to Walk Away.

In this episode, Annie talks about why life is like poker and not chess, how to make sound decisions, the power of quitting, and much more.

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With respect,

Vishal

Welcome to the 25th episode of The One Percent Show with Vishal Khandelwal. This show is an open-ended exploration into the minds of the wisest people around to help us learn to think, invest, and live each day a little, even if as little as one percent, better.

In this episode, I talk to Guy Spier, the founder and investment manager at Aquamarine Capital, and author of The Education of a Value Investor, which is one of the best books I have read about someone’s personal journey in life, business, and investing.

We talk about Guy’s idea of investing in stocks for the long term, power of using investment checklists, the India opportunity, and much more.

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If you liked this podcast, please share with others or just email them the link to this post.

With respect,

Vishal

Welcome to the 24th episode of The One Percent Show with Vishal Khandelwal. This show is an open-ended exploration into the minds of the wisest people around to help us learn to think, invest, and live each day a little, even if as little as one percent, better.

I talk to Vitaliy Katsenelson, value investor and CEO of Investment Management Associates. He is also the author of Soul in the Game: The Art of a Meaningful Life. In this episode, we cover

2:21 What being a ‘student of life’ means
4:26 Biggest lessons from life
5:38 Importance of being kind
8:13 Evolution as a value investor
12:38 Play games that you can win
15:14 If you love what you do, you won’t have to work a day in your life
18:24 Favourite mental models for decision making
23:25 Having an open mind solves most of our problems
30:02 Meditation –} Mindfulness –} Better decision making
34:44 Separating event from reaction with a reflection
37:38 Disconnect analysis from action in investing
39:27 Lessons from Stoicism
46:38 Meditations on the idea of death
56:16 Biggest lessons in being a parent + Lessons to his kids
1:02:19 Investing lessons from Ben Graham
1:06:52 Practicing ‘thoughtful arrogance’ in investing
1:10:45 Importance of focusing on the investing process
1:15:06 Change your environment to change your investment performance
1:21:45 Lessons from investing mistakes
1:27:03 Advice for young money managers and investors
1:27:34 Advice for the younger generation in being students of life
1:32:17 Favourite podcasts
1:33:48 Lessons from the Covid pandemic
1:37:45 Single best piece of advice ever received
1:39:41 Single worst piece of advice ever received
1:41:13 Investors who have influenced the most
1:42:09 Best books recommendation
1:44:06 Definition of a life well lived

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Listen

Also Listen On – Google Podcasts | Apple Podcasts | Spotify | Amazon

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If you liked this podcast, please share with others or just email them the link to this post.

With respect,

Vishal