#investing #antifragile #change
Penjana Kapital’s Taufiq Iskandar: ‘Read, Adapt, Antifragile’
Malaysians have a chance to prosper in an uncertain yet unexciting future but first they must learn to shed old habits while adopting new approaches that appear daunting at first, says Taufiq Iskandar, CEO of Penjana Kapital, whose mandate is to assist in ensuring Malaysia’s success.
00:00 – Intro
00:39 – The Unpredictability of Today’s World
01:54 – Applying the Knowns and Unknowns to Investing Decisions
04:58 – What Happened in Nov 2021? Everyone Lost Their Pants!
07:03 – So How Does Joe Public Deal With Uncertainty?
08:34 – How Do Structured People Deal With Uncertainty?
11:07 – Of Margins of Safety ..
13:45 – Financial Literacy Advice
16:28 – What of Scams?
17:44 – Choosing the Right Investment Classes
20:45 – Asset Allocation Strategies
21:45 – Information Asymmetry in Investments
22:58 – Do Investment Professionals Perform?
23:32 – Where Do Markets Go in the Next 3-5 Years?
24:55 – Best Places to Invest?
26:12 – The Evaluation Process?
27:39 – Research Does Not Mean Just Reading
28:02 – Marks and Spencers – An Example of Value Investing for Taufiq
30:01 – Wherein Crypto, MegaTech?
31:00 – And Property, Real Estate?
32:49 – What Does Wealth Mean?
34:50 – What Does the 99% Do?
35:56 – Wealth Disparities and What it Means for Society
37:17 – Boom and Bust Cycles
38:47 – Will War Break Out?
40:57 – Where Does Malaysia Go From Here?
43:20 – Where are the Statesmen?
47:04 – What is the Road Ahead?
47:45 – What Amounts to Adaptability?
48:58 – Should Malaysia’s Assistances Be Dismantled?
50:13 – Taufiq’s Three Nuggets of Wisdom
(Many thanks to the Asia School of Business for their collaboration with The Do More Podcast, in whose studio this conversation was recorded. The Asia School of Business is a partnership between MIT Sloan School of Management and Bank Negara Malaysia).
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