I talk to Kuntal Shah, Partner at Oaklane Capital. In this episode, we talk about the importance of understanding stock market cycles, lessons from financial history, twelve equations of 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 - [ Ссылка ]

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1:05 Introduction
2:13 Twelve equations of life and investing
8:40 Evolution as an investor
12:26 Is this time different?
14:59 How to deal well with uncertainties in life and investing
17:33 Thoughts on market cycles
21:26 Investing in a rapidly changing world and financial market
24:42 Lessons from financial history
28:58 Human psychology vs asset prices
32:55 Staying ahead in the game of probability
37:40 Luck vs skill in investing
40:40 Napoleon’s lucky generals
41:26 Chasing multibagger stocks vs avoiding blowouts
44:24 Thoughts on risks to businesses
48:16 Business value drivers that help create wealth
52:50 Lessons from key investing mistakes
57:27 Developing an exponential growth mindset
1:00:40 How to behave well as an investor
1:04:15 Is software really eating the world?
1:08:02 Advice to young people wanting to get into finance
1:13:03 Lessons from the pandemic
1:16:49 Big investing truth few investors agree with Kuntal on
1:20:14 Advice to students and young adults on preparing for the future
1:24:45 Thoughts on effective reading
1:27:13 How Needl.ai solves the information overload problem
1:30:08 Best and worst things done in life
1:32:40 Best and worst advice ever received
1:33:38 A life well lived

Books Recommended by Kuntal -
Mindset by Carol Dweck - [ Ссылка ]
Ego is the Enemy by Ryan Holiday - [ Ссылка ]
Grit by Angela Duckworth -[ Ссылка ]
The Talent Code by Daniel Coyle - [ Ссылка ]
Atomic Habits by James Clear - [ Ссылка ]
The Compound Effect by Darren Hardy - [ Ссылка ]
The Power of Positive Thinking by Norman Vincent Peale - [ Ссылка ]
How to Win Friends and Influence People by Dale Carnegie - [ Ссылка ]
Deep Work by Carl Newport - [ Ссылка ]
Getting Things Done by David Allen - [ Ссылка ]
Tools of Titans by Tim Ferriss - [ Ссылка ]
Tribe of Mentors by Tim Ferriss - [ Ссылка ]
It's Your Ship by D. Michael Abrashoff - [ Ссылка ]
The Carolina Way by Dean Smith - [ Ссылка ]
All I Want To Know Is Where I'm Going To Die So I'll Never Go There by Peter Bevelin - [ Ссылка ]
A Few Lessons for Investors and Managers by Peter Bevelin - [ Ссылка ]
Seeking Wisdom: From Darwin to Munger by Peter Bevelin - [ Ссылка ]
Accounting for Value by Stephen Penman - [ Ссылка ]
Devil Take the Hindmost: A History of Financial Speculation by Edward Chancellor - [ Ссылка ]
Extraordinary Popular Delusions and the Madness of Crowd by Charles Mackay - [ Ссылка ]
Stabilizing an Unstable Economy by Hyman P. Minsky - [ Ссылка ]
The (Mis)behavior of Markets by Benoit Mandelbrot - [ Ссылка ]
A Short History of Financial Euphoria by John Kenneth Galbraith - [ Ссылка ]
Manias, Panics and Crashes by Charles P. Kindleberger - [ Ссылка ]
The Investment Checklist: The Art of In-Depth Research by Michael Shearn - [ Ссылка ]
The Checklist Manifesto by Atul Gawande - [ Ссылка ]
How to Read a Book by Mortimer J. Adler - [ Ссылка ]

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