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I talk to Rajeev Thakkar, 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.
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To know more about my book - The Sketchbook of Wisdom - which Morgan Housel calls "a masterpiece," please visit - book.safalniveshak.com/
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0:00 Defining a life well lived
0:56 Introduction
2:00 Secret of his calmness and humility
11:32 Lessons from a career in fixed income
13:46 Evolution over 25+ years of investing
18:46 Investing in a zero interest rate environment
23:06 Differentiating between paying up and overpaying for stocks
28:03 Thoughts on index investing
32:52 Developing a strong investing character
39:42 Lessons from Parag Parikh
42:22 Lessons from Chandrakant Sampat
45:18 Evolution as a lifelong learner
52:43 Lessons from the Covid pandemic
56:14 Building an antifragile life
1:01:03 Rajeev’s idea of meditation
1:04:05 Typical day at the office
1:09:26 Safeguarding human judgment in the face of artificial intelligence
1:14:49 Advice to youngsters to thrive in a changing world
1:19:29 Favourite investing and non-investing books
1:21:13 Thoughts on doing deep work
1:23:41 Learnings on taking care of one’s health
1:29:05 Best and worst advice ever received
Rajeev's Book Recommendations -
1. One Up on Wall Street - Peter Lynch - amzn.to/37wZJ3S
2. Beating the Street - Peter Lynch - amzn.to/3umpuNz
3. The 7 Habits of Highly Effective People - Stephen Covey - amzn.to/37tRS7c
4. Deep Work - Cal Newport - amzn.to/36X48xv
5. Value Investing and Behavioral Finance - Parag Parikh - amzn.to/37rVSVW
6. The Diabetes Code - Jason Fung - amzn.to/35Sj6UH