The One Percent Show with Vishal Khandelwal - Ep. 2 - Vinod Sethi

The One Percent 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, as little as one percent, better. In this second episode, I talk to Vinod Sethi, a veteran investor and ex-MD and CIO of Morgan Stanley India. 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.
To know more about this initiative, check out www.vishalkhandelwal.com/
0:00 Intro
2:07 Early life and lessons
6:05 Listening to the inner voice
8:13 Early work and training
11:10 Life is about leaps
12:05 Leaving his job while at the top
13:17 Getting India on the global investment map
18:06 2008 crisis visible in 2001
21:23 Genesis of courage in life
23:05 What education doesn’t teach
27:45 Bailing out the Infosys IPO
33:27 Betting big on great businesses when they were not great
42:46 Living without regrets of missing opportunities
46:41 Lessons from the habit of reading annual reports daily
50:00 What makes businesses great wealth creators
57:24 Role of intuitive thinking in decision making
1:03:53 How to develop detachment from outcomes
1:10:27 Study deep to see beyond the obvious
1:14:04 What I wish I knew 30 years back
1:17:53 Cultivating curiosity for lifelong learning
1:24:02 New learning - Qbism (Quantum Bayesianism)
1:28:51 India of 2050
1:34:56 How to become a clearer, independent thinker
1:42:16 Lessons from Yoga Vasistha
1:46:54 Thoughts on mortality
1:56:31 26/11 experience at Taj Mahal Palace Hotel
2:02:38 How Covid-19 has changed the world
2:11:36 Meaning and purpose of life
2:17:54 Best piece of advice ever received
2:19:26 Worst piece of advice ever received
2:21:20 What would I say to my 18-year-old self
Subscribe to The One Percent Show on -
Spotify - open.spotify.com/show/1iLAoxJ...
Google Podcasts - podcasts.google.com/feed/aHR0...
Apple Podcasts - podcasts.apple.com/us/podcast...
Amazon Music - music.amazon.in/podcasts/d09a...
Transcript - www.vishalkhandelwal.com/the-...

[@RuruBasuMallik]

I will have to listen to this at least 4 times to distil everything Vinod has said. He has truly created a universe of his own.

[@amangupta6420]

Vinod Sir is a wonderful human. Interacting with him gives comfort like our grandfather would. The fact that at this age he is so inquisitive, curious, explorative, open minded, intellectually humble is amazing. A true gem. Thank you Vishal Sir for doing what you are doing. I can now unsubscribe to all the channels and rely on yours alone for all the wisdom on investing, in the Indian context.

[@kaizen145]

Please bring in Prof Sanjay Bakshi!!

[@jagamohanasahoo5635]

But we would like to direct interact with Vishal sir with sanjay bakshi sir with a video conference @vishal sir please do a vc with @ sanjay sir we would thankful to you 🙏🙏🙏

[@dattarinku05]

+1

[@Mr135cc]

Life is grateful when you listen such talks with full of wisdom. Thanks Vishal for this initiative.

[@amitabhgoenka]

Good Learning from Mr Vinod Sethi, Compliments to Vishal too for a deep reserach.

[@kshitijgangal4664]

What a great episode! Thank you, Vishal, for asking the right questions and then allowing Mr. Sethi to answer without any interruptions or constraints of time. I felt that the independence and clarity in Mr. Sethi's thought process and his broad base of knowledge are indicative of his extraordinary intellect.

[@bhupathireddyoruganti3687]

Thanks Vishal for bringing Mr. vinod & his great insights to the audience. I first met him in 2019 in cfa conference in mumbai. I am very impressed with his insights & philosophy towards markets and life!! Thanks again to both of you!!

[@ramaswamyramakrishna606]

Excellent. More spiritual than investment. I liked it.

[@nsananguly]

I can hear to Vinod sir the whole day. His thinking about business and life has definitely brought a different dimension

[@shyamsmenon]

Thank you Vishal for bringing such deep insights from thinkers like Vinod. Truly worth the time.

[@SanjeeviNarasimhan]

Dear Vishal, What a wonderful thing you have done to you as well as for us. Thank you for getting Shri Vinod Ji Truly a one Percent Show. You have hit such an achievement in your second episode itself. Congratulations 🎉

[@sohit535]

I loved every minute of it.... And thank god vishal sir for letting him speak his heart out on everything..... Loved the discussion son tata motor, hdfc, hero and others

[@PankajGehlot-ii2fy]

One of best videos on investment and life philosophy ever seen. Vinod sir is indeed a living legend. Many thanks Vishal for the interview.

[@ksambaiah1]

Great interview thanks Vishal. Vinod Sethi can settle in any country of his choice and live better life. He loved his country and worked for betterment of it. I very much like your comments on education. Thank you Vinodd Sethi and Vishal.

[@UdayNayak1974]

This was such a beautiful interview. Thank you, Vishal for bringing in such a commendable guests. Wishing you and your team a wonderful success ahead - you should have these on your blogs with the transcripts of these interviews - pearls of wisdom. Stay blessed.

[@knowledge_seeker_]

Such a brilliant talk, truly enlightening. Thanks a lot for sharing this! 🙏🏻

[@eshanbakshi8395]

Thank you Mr Vishal khandelwal. Fantastic insight.

[@sudhirpradhan8744]

Dear Mr Vishal Really it is a good unity undertaken by you which will definitely enlighten everyone Please continue the steps by bringing more personality of immense wisdom

[@DeepSukhwani]

Excellent. This is like reading several books that summarize life and experiences of Mr Vinod Sethi. Thank you Mr. Khandelwal for this amazing interview 🙌👏🏼

[@yogeshkripalani5860]

Mr Khandelwal! Your questions are well thought of.

[@sumitvishwakarma4856]

One of the best one percent show. In starting in wasn't so interesting but as the show went by I was wishing there shouldn't be end to the conversation. Thank you Vishal Sir, becoming fan of yours. Kindly bring more people (wise) on the show. I have seen almost all the one percent show. 🙏

[@ravim4170]

Wonderful talk by the guest…thanks for bringing it to us.

[@nileshshah31]

Profound & life long learning’s. Thank you Vishal for this wonderful interview. Opens your mind to a whole new perspective of life IN investing. 👍👏👏

[@MASH6666]

Very deep & profound insights by Mr Sethi. Thanx mr Mr Vishal for bringing such eminent personalities from finance field. If u could reduce the interview time that shud be great.

[@rajkamalswain5422]

What an insightful interview! Wonderful perspectives Covering spectrum of wandering thoughts.

[@srinidhishastry]

Thank you for this interview 🙏

[@ramjiv3154]

Thanks a lot Mr. Vishal.

[@harishchandrapawar7317]

Thanks Vishal sir for deep insights by vinod Sehti sir.

[@Distant_Relative]

This is deep ! Thanks Vishal ji and Vinod Sir. 🙏🙏

[@raghvendrakumar9688]

This is just priceless.....thank you Vishal for such insightful session ...

[@karnad1645]

Amazing Insights. Sir is at peace. So many learnings. Thanks Vishal sir for getting such great minds in our 1% show.

[@shaileshsaraff516]

Thanks Vishal for treating us with such great conversations with High Achievers

[@sivadasbalakrishnan5711]

This is gold ! Thank you vishal

[@tomanishmathur]

Fantastic talk ....I was just glued to You Tube for the full session...

[@sagarvaja9268]

aap dono ka bahut bahut dhanyawaad for sharing wisdom with retail investor.

[@jp5544]

Started Saturday morning with your Show 🤠 👍

[@rahulnigade6826]

Great... Thanks...🙏

[@sunilgupta1894]

This was really profound, very impressive conversation. Though, I have not heard about Mr. Vinod Sethi earlier but have become great admirer after listening to him and his views on varied aspects from investing to life !. Super

[@bhaveshmamnia3521]

Good interview. I got fascinated the way he bet on infosys.

[@kamalt07]

One of the best learnings. Vishal has been a great interviewer, allowing Vinod to do most of the speaking and just raising triggering questions and then sitting back ; Vinod has generously shared his views without holding back. Loved the session.

[@Religious_monk]

Amazing show and very thoughtful conversation.

[@ankurbhatia9397]

Insightful interview about life. I have one question: can you please suggest the name of the author for Yoga Vasishtha which Vinod is mentioning as there are many versions to read

[@Raahulsingh]

thank vishal and vinod

[@rpthanju]

Great show

[@satishmtd]

Great knowledge sharing. Thanks a lot.

[@rajeshmalik6238]

Great learning experience for all.

[@enelay]

Great episode. Nice to see The Mews too, brings back fond memories!

[@anuplamb]

Thanks @safalniveshak for this very insightful conversation. Enjoyed every bit of it. Feeling like a blockbuster movie full of learning , wisdom and experiences from the veteran Vinod Sethi sir. #MUSTWATCH #learning

[@ananthnarayanan1442]

Extremely informative/ quality content and a candid response - Really hats off to Mr Vishal and Mr Vinod -

[@sangeetagupta4587]

Dear Vishal both speakers were fantastic. Ramesh Damani, Prashant Jain and S Naren . Amazon does not have your book that you have promoted in both programmes

[@SubhamKumar-nc4xx]

Great interview! Thanks for the insightful talk .

[@jitendragandhi3488]

superb, excellent unparalleled

[@animeshchowdhury2681]

Great session sir. Lots of take away

[@rahulmathew85]

Thanks 😊

[@cshan111]

Wonderful session..thought provoking insights from a genius indeed!

[@prolificinvestor4925]

What an insightful conversation, thanks for such an enriching podcast 🙂

[@krishnakishoregovada7792]

Kudos to you efforts Vishal. The session was soo immersive 🙏

[@krishnajonnalagadda8375]

Very nice interactive session.

[@sagarsiva9506]

It's Great show ....IT will good to see madhu kela and Rakesh jhunjhunwala

[@parthparth1246]

Markets either destroy you or make you detached…..so true🙏🙏🙏

[@sagarsaxena6318]

Of course,the whole podcast is great but 1:29:00 was the best part for me.

[@santhoshbandivenkatasai282]

Great content

[@abhishek1917]

Thanks for this wonderful session.:D Could you also have an interview with sanjoy bhattacharya and raamdeo agarwal?

[@omparkashmrig8690]

Punch line : Life is a puzzle and only you have to figure it out. Good thing is that it can be figured out. No Words from anybody will alone solve it.:)

[@karunasharma4046]

Are these available as podcasts?

[@Kcreations15]

Hi Vishal! Great content. I'm interested to know what platform you use to record and pay process your interviews for the podcast?

[@VishalKhandelwalshow]

Hi Karthik, thanks. I record on the Zencastr platform, and edit using Camtasia software. Regards.

[@vasusharda1305]

Vishal, Can you please keep another session about the stock of east India company.....just very curious to know :)

[@ashitthakur4016]

very nice

[@OTDJ1]

deserved to be higher ratings

[@user-jk2it7sy5j]

True legend

[@msrathore83]

where can i see 200 years of east india charts

[@angadsingh3267]

Brilliant vishal 👌🏻

[@vikas_atri]

👌

[@shashankwakankar5640]

Kind try making such good videos in mixture of Hindi + English Language it will help even more Indians to understand value investing.

[@althafyoosuf7945]

1:23:06 what was his name, not clear. Please help 🌷 thanks 🙏🏻

[@parth2371993]

Jay dilari ... May be

[@anupblogs5686]

Stock analysis and Decision to buy or sell is a different process

[@hanumantharaocse]

Can you please bring, Nilesh Shah, Sourabh Mukharjee, Adithya Khemka

[@abuyazid4266]

Chemical Engineering..me too! 🤗

[@AmitPandey-cd6re]

Good content. It will be good if the 1% show could be edited down to 1 hour or less.

[@roshanhegde]

@vishal please bring Bakshi sir on...

[@adarshkumar37]

Vishal, could you get Kenneth?

[@negiji1992]

Please bring vijay kedia

[@m4ni5h]

2:05:50

[@ronit.pereira7172]

Vishal plz add timestamps

[@VishalKhandelwalshow]

Done :-)

[@llnvamsi]

@@VishalKhandelwalshow thanks a lot for that. It helps

[@Ghijklmn896]

Samit Vartak of SAGEONE

[@shreekanthareddy]

Hi Vishal, Thanks for the session and enlightening our knowledge. Its very helpful for our day to day life One suggestion: If the length of the video is too long. Pls make it into parts.

[@akshayjain1220]

What's that thing in the behind rotating?...did anyone else noticed that? My guess 3D Printer

[@m4ni5h]

Looks like Bladeless Air Purifier to me.

[@anupblogs5686]

Fear is a luxury for people watching movies in real life u dont have the luxury of fear

[@ramanath9]

Pl bring on Jhunjhunwala

[@arush361]

Talks are really insightful. But it'll be more helpful if you could cut the entire episode into 30 mins versions as it might not be possible for all to consume all at once.

[@gokuleswarar8863]

Respectfully disagree. I personally believe that HOURS spent on high Quality thoughts are worth YEARS earned. Look forward to more such wonderful interviews.

[@shyamsmenon]

Please do not cut down to fit a time limit. Insights come in bursts and needs a context.

[@harishbharadhvaj5535]

I disagree sir. I understand that it is difficult to consume at once but you can revisit it again and again to understand.

[@yettosort8294]

I guess Vinod Sethi ji has a great knowledge of his field. Amazing experience there. But asking spiritual questions doesn't get us right perspective. It's like asking about raga to Sachin Tendulkar because he is a great cricketer.

[@arnabbhattacharya6579]

Please bring Saurabh MUKHERJEA for a session

[@venkateshvs2829]

The MAN'S INTERVIEW IS WASTE.HE HAS NOT SHOWED ANY SILVER LINING.DON'T WASTE IN SUCH PERSONS

[@GaneshKumar-bv2td]

Arey wah, Jindgi jhand ba, phir bhi ghamand ba!

[@vikas_atri]

👌