The One Percent Show with Vishal Khandelwal

I talk to Shyam Sekhar, the Chief Ideator and Founder of iThought Financial Consulting, which he founded in 2008 and which provides financial planning and portfolio management services to investors. In this episode, Shyam talks about the importance of getting the right mentors and creating an investment philosophy, playing the long game, self-growth, #investing lessons from #entrepreneurship, and much more.

I talk to Rohit Chauhan, founder of RC Capital Management, and one of the first individuals in India to start a blog dedicated to serious investing way back in 2004. In this episode, Rohit talks about his best investing decision made 10 years back, reasons why compounding is so hard to practice, power of simplicity in life and investing, life's true riches that go beyond money, journaling, power of meditation, and much more. Subscribe to The One Percent Show on - Youtube - https://www.youtube.com/c/vishalkhandelwalshow Spotify - https://open.spotify.com/show/1iLAoxJuJRDQk8WzYtqVly Google Podcasts - https://podcasts.google.com/feed/aHR0cHM6Ly92aXNoYWxraGFuZGVsd2FsLmxpYnN5bi5jb20vcnNz Apple Podcasts - https://podcasts.apple.com/us/podcast/the-one-percent-show-with-vishal-khandelwal/id1572196422 Amazon Music - https://music.amazon.com/podcasts/d09a0a7d-2283-45b3-930c-cd28eaa6f8de/the-one-percent-show-with-vishal-khandelwal To know more about this initiative, check out: https://www.vishalkhandelwal.com/  and https://www.safalniveshak.com/ * * * To know more about my book - The Sketchbook of Wisdom - which Morgan Housel calls "a masterpiece," please visit - https://book.safalniveshak.com/

I talk to Swanand Kelkar, Managing Partner at Breakout Capital. In this episode, Swanand talks about his sabbatical experiences, importance of playing the long game in life and investing, meditation, and much more.   Subscribe to The One Percent Show on -   Youtube - https://www.youtube.com/c/vishalkhandelwalshow Spotify - https://open.spotify.com/show/1iLAoxJuJRDQk8WzYtqVly Google Podcasts - https://podcasts.google.com/feed/aHR0cHM6Ly92aXNoYWxraGFuZGVsd2FsLmxpYnN5bi5jb20vcnNz Apple Podcasts - https://podcasts.apple.com/us/podcast/the-one-percent-show-with-vishal-khandelwal/id1572196422 Amazon Music - https://music.amazon.com/podcasts/d09a0a7d-2283-45b3-930c-cd28eaa6f8de/the-one-percent-show-with-vishal-khandelwal   To know more about this initiative, check out: https://www.vishalkhandelwal.com/  and https://www.safalniveshak.com/   * * *   To know more about my book - The Sketchbook of Wisdom - which Morgan Housel calls "a masterpiece," please visit - https://book.safalniveshak.com/

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.  * * *  Subscribe to The One Percent Show on -  Youtube - https://www.youtube.com/c/vishalkhandelwalshow Spotify - https://open.spotify.com/show/1iLAoxJuJRDQk8WzYtqVly Google Podcasts - https://podcasts.google.com/feed/aHR0cHM6Ly92aXNoYWxraGFuZGVsd2FsLmxpYnN5bi5jb20vcnNz Apple Podcasts - https://podcasts.apple.com/us/podcast/the-one-percent-show-with-vishal-khandelwal/id1572196422 Amazon Music - https://music.amazon.com/podcasts/d09a0a7d-2283-45b3-930c-cd28eaa6f8de/the-one-percent-show-with-vishal-khandelwal To know more about this initiative, check out: https://www.vishalkhandelwal.com/ https://www.safalniveshak.com/ * * *  To know more about my book - The Sketchbook of Wisdom - which Morgan Housel calls "a masterpiece," please visit - https://book.safalniveshak.com/

Annie Duke is 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. To know more about this initiative, check out: https://www.vishalkhandelwal.com/ https://www.safalniveshak.com/ To know more about my book - The Sketchbook of Wisdom - which Morgan Housel calls "a masterpiece," please visit - https://book.safalniveshak.com  

Guy Spier is 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. In this episode, 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.

Vitaliy Katsenelson is a value inevstor 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 discuss his journey as a value investor,  how investors can practice thoughtful arrogance to make sound investing decision, the idea of being a student of life, stoicism, what having soul in the game really means, and much more.

P. D. Mangan is a health and fitness coach, and anti-aging specialist. At 66 years old, which many people who see him don't believe, he is leading the way in teaching people of all ages how to improve their overall health. In this episode, which is a departure from all my previous episodes with investors and CEOs, we discuss about the more critical subject of health, PD's own health journey over the past few years and the biggest lessons he has to offer to anyone who wants to be healthy, and at any age.

Kalpen Parekh is Managing Director & Chief Executive Officer of DSP Mutual Fund. In this episode, we talk about the universal truths of stock investing, process vs outcome in money management, importance of lifelong learning, and much more.

William Green is the author of "Richer, Wiser, Happier: How the World's Greatest Investors Win in Markets and Life." Over the last quarter of a century, William has interviewed many of the world's best investors, exploring in depth the question of what qualities and insights enable them to achieve enduring success. In this episode, we talk about why life is more than being shrewd in wealth accumulation, impact of Charlie Munger on William's life, Mensch Effect and the secret of real happiness, if getting richer can make you happier, and much more. To know more about this initiative, check out: https://www.vishalkhandelwal.com/ Also: https://www.safalniveshak.com/

Nick Maggiulli is the creator of Of Dollars And Data and the Chief Operating Officer at Ritholtz Wealth Management. Nick is also the author of a new book titled Just Keep Buying where he crunches numbers to answer the biggest questions in personal finance and investing, while providing the reader with proven ways to build wealth the right way. In this episode, we talk about the biggest lies told in personal finance, role of data in analysis, the idea of feeling rich, role of luck in investing, and much more. To know more about this initiative, check out: https://www.vishalkhandelwal.com/ https://www.safalniveshak.com/ Check out my book - The Sketchbook of Wisdom - which Morgan Housel calls "a masterpiece." Subscribe to The One Percent Show on - Spotify, Google Podcasts, Apple Podcasts, or Amazon Music.

Ian Cassel is a professional microcap investor and chief investment officer of Intelligent Fanatics Capital Management. In this episode, we talk about microcap investing, judging management quality, process vs outcome, empathy, secrets of Ian's happiness, and much more. To know more about this initiative, check out https://www.vishalkhandelwal.com/ Books Recommended by Ian - Free Capital by Guy Thomas - https://amzn.to/3wS3w6m The Emotionally Intelligent Investor by Ravee Mehta - https://amzn.to/3t1b9Fk Golf is Not a Game of Perfect by Bob Rottela - https://amzn.to/3N0mBZC The Great Beanie Baby Bubble by Zac Bissonnette - https://amzn.to/3wRpp4l Lessons From Century Club Companies by Vicki Tenhaken - https://amzn.to/3lOSF6X What Girls Need: How to Raise Bold, Courageous and Resilient Girls by Marisa Porges - https://amzn.to/3LWDFyl Open: An Autobiography by Andre Agassi - https://amzn.to/3GpOsjx Piranesi by Susanna Clark - https://amzn.to/3wQFfNY Soul in the Game by Vitaliy Katsenelson - https://amzn.to/3wTG1Zt

Kuntal Shah is Partner at Oaklane Capital and a veteran in the Indian stock market. In this episode, we talk about the importance of understanding stock market cycles, lessons from financial history, twelve equations of life, and much more.

Guy Spier is 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. In this short episode, we talk about Guy's lessons from visiting Warren Buffett's Berkshire's Annual Meeting every year and the power that our social network has on us.

I share a story about how focusing exclusively on the goal can take you off the focus that you must have on the process or the journey that should take you to a goal you deserve. This applies to not just living, but also to investing and wealth creation.   Check out more of my work at https://www.safalniveshak.com/ and https://www.vishalkhandelwal.com/

Rajeev Thakkar is the Chief Investment Officer and Director at PPFAS Asset Management. In this episode, we talk about developing a sound investing character, lifelong learning, building an antifragile life, and much more. To know more about this initiative, check out https://www.vishalkhandelwal.com/ Rajeev's Book Recommendations - 1. One Up on Wall Street - Peter Lynch - https://amzn.to/37wZJ3S 2. Beating the Street - Peter Lynch - https://amzn.to/3umpuNz 3. The 7 Habits of Highly Effective People - Stephen Covey - https://amzn.to/37tRS7c 4. Deep Work - Cal Newport - https://amzn.to/36X48xv 5. Value Investing and Behavioral Finance - Parag Parikh - https://amzn.to/37rVSVW 6. The Diabetes Code - Jason Fung - https://amzn.to/35Sj6UH

Guy Spier is 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. In this episode, we talk about Guy's ideas of finding your North Star, compounding goodwill, the immense power of reciprocity, and much more.

Arnold Van Den Berg is the Chairman and CEO of Century Management, and among the best investors in the world. In this episode, Arnold shares his experience in winning a losing hand, constructing a good life, and the power of subconscious mind.

Ramesh Damani is a member of the Bombay Stock Exchange and one of the most successful, well-read and erudite investors in India. In this episode, we talk about the importance of focus in investing, backing up your truck, his key lessons from the wizards of Dalal Street, and much more.

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.

Monika Halan is author of the best-selling book Let's Talk Money, and one of the rare voices of sanity in the Indian personal finance space. In this episode, we talk about key money mantras to live a balanced financial life, money lessons to teach kids, asset allocation, the biggest money regrets people have, and much more.

Barry Ritholtz is the Chairman and Chief Investment Officer of Ritholtz Wealth Management. Barry talks about using his ADHD as a superpower, survivorship bias, thinking independently in a noisy world, and creating meaning in life.

Samit Vartak is the Founding Partner and Chief Investment Officer of SageOne Investment Managers. In this episode, Samit talks about success vs happiness, Vedanta philosophy, his stock research process, and the art of managing other people's money.

Harsh Mariwala is the founder and Chairman of Marico, the iconic Indian home-grown MNC. In this episode, we talk about building the right corporate culture, business opportunities in India, and developing ability to take risks and deal with failures.

Saurabh Mukherjea is the founder and CIO of Marcellus Investment Managers and author of notable books like Coffee Can Investing and Diamonds in the Dust. In this episode, Saurabh talks about the opportunities in investing in India and the wealth creation that lies ahead for those prepared to benefit from the same.

Prof. Sanjay Bakshi is the Managing Partner at ValueQuest Capital and one of India's best-recognized finance professors. In this episode, among other things, we talk about the idea of being a teacher, spirituality, and dealing with uncertainties in life and investing.

Morgan Housel is a partner at Collaborative Fund and author of The Psychology of Money. In this episode, Morgan shares his idea of writing, key lessons he learned from his parents and the ones he wishes to pass on to his kids, the most important thing money can buy, and practicing simplicity in a complex world.

Mohnish Pabrai is the founder and Managing Partner of Pabrai Investment Funds. In this show, among lessons on life and investing, we talk about the biggest lessons Mohnish has learned from the people with whom he has been the closest in life – his father, Warren Buffett, Charlie Munger, Nick Sleep, and Guy Spier.

Radhika Gupta is the MD & CEO of Edelweiss Mutual Fund, and one of the biggest success stories of the Indian corporate world. She has often been ranked amongst India's most powerful young women in business. She is also a writer, storyteller, public speaker, and 'a girl on a mission.' We cover a lot in this show, about her life as a CEO, the challenges she has faced along the way, and her ideas for the young generation.

Vinod Sethi served as Managing Director of Morgan Stanley Investment Management, until February 2001 and served as its Chief Investment Officer and Portfolio Manager for 12 years. He has maintained a low public profile all these years, but he is a veteran in the Indian equity investment space with an experience of more than three decades. The little I have read and known about him, I find a man who has not been just a multidisciplinary thinker but also a true Karmayogi who has combined his inner voice at a number of times with mindful decisions and rightful efforts.

Manish Chokhani is one of India's most respected financial market experts. He is a Director at Enam Holdings and a Governing Board Member at Flame University. He is one of the wisest people I know of, and the kindest. His insights and advice are the result of a life of critical thinking, reading, curiosity, and humility. We cover a lot in this show, and this conversation is going to teach all its listeners a lot about life than just thinking, learning, and investing.