April reading recommendation

Capitalism and Freedom

Milton Freidman & Rose D. Freidman


The uncertainty surrounding the political and economic climate we find ourselves in today reminded me to revisit some of Freidman’s work. This is a headier read but well worth the effort. The book takes on everything from monetary and fiscal policy to socialism vs capitalism.


January reading recommendation


Option B: Facing Adversity, Building Resilience, and Finding Joy

By: Sheryl Sandberg and Adam Grant

As I have been going through some adversity in my own life this past year, I decided to pick up this book only to find myself blown away by the author’s openness and candor about the horrifying state she and her family found themselves in after the passing of her husband. At first, I thought that this would be just another book on learning to cope with loss, oh how wrong I was. This book explores the human spirit’s ability to persevere and rediscover joy. When option A is no longer available, then it must be option B. This book helps show how to make the most of it.

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January Reading Recommendation:

Hidden Potential

The Science of Achieving Greater Things

By: Adam Grant


Before you start with your New Years resolution, I recommend you read this brilliant book. Adam Grant’s latest work offers a new framework for raising aspirations and expectations. The focus on character skills and motivational structures really spoke to be as genius.

December reading recommendation

Think Like a Monk

By: Jay Shetty


You may already know the author from social media or his podcast. This book is a great read over the holidays as many people I speak with feel stressed and anxious at this time of the year. What Jay imparts in this book is wisdom that is timeless for stopping overthinking, overcoming negativity and where to find happiness. I personally love this this book. It’s a solid read that I have re-read many times. I hope you will love it as well. Happy Holidays!


November Reading Recommendations

An Economist Walks Into A Brothel

By: Allison Schrager


I found this book to be an excellent read. The author challenges the misconception that there are two kinds of people in the world. Some that take risks and some that play it safe. There are risks in everything we choose to do and not do and that’s the point. The author offers a way of conceptualizing risk more strategically to increase the odds that things will work out.


Outlive, The Science & Art of Longevity

By: Peter Attia MD


Outlive is an awesome read on living longer better lives. The author, a medical doctor, challenges conventional medical thinking on aging from a prevention of standpoint. There are some great points and some sage advice to be gleaned in this read.

Reading recommendations for October 2023


A Question of Power, Electricity and the Wealth of Nations

By: Robert Bryce

With the price of energy so top of mind, A Question of Power is a powerful narration to broaden one’s understanding of the demands and challenges of power production and how to close the massive gap between the electrical power rich and electrical power poor. What I liked about this book is it tells the human story of electricity which a is point of view that I had not previously considered. The equality and climate change rest on figuring the balance of demand and sustainability in energy infrastructure. This is a solid read to understand where we are and more importantly where we need to be and by when.


Lifespan: Why we age and why we don’t have to

By: David A. Sinclair

There are certain truths we hold as inevitable. One of these truths is that we as human beings will age with the passing of time. This is true in my profession. As Portfolio Managers we often consider actuarial lifespan in our calculations of risk and return to ensure we create and manage strategies to pay for one’s retirement years. But what if that is simply not the case. What if aging is actually not an inevitability. What if aging is actually a disease, a disease that is treatable? This book takes the reader into the forefront of cutting-edge research into the topic of aging and how it may be possible to slow if down or even reverse it’s affects.

September Reading Recommendations

The Intelligent Investor

By Benjamin Graham, Jason Zweig (Contributor), Warren Buffett (Contributor)


This classic and timeless book is a must read at some time in their lives for every investor. First published in 1949, this book is often referred to as the stock market bible. But it’s more than that. What I have always loved about this book, is that the research is presented in a relatable and human fashion. It set the tone for the future of investment advice by communicated a teaching principal routed in long term thinking.


By Matthew McConaughey


This lighthearted memoir after 50 years of life on the planet is a breath of fresh air. I loved this book for how honest it was while also indicating the lessons the author learned on the paths that have come together to form his life to this point. For me this book was a great reminder to look out for the greenlights and to follow them on this great road of life.

Steve Jobs

By Walter Isaacson

This world wide best seller is a good book to circle back to from time to time in my humble opinion. I first read the book in 2011 and I recall a feeling of admiration for Jobs when the book began which grew chapter by chapter as his larger than life accomplishments were portrayed next to his very human struggles. His story is one of true passion, but the true genius of the story is that he allowed it to be written warts and all. "The people who are crazy enough to think they can change the world are the ones who do".

Factfulness: Ten Reasons We're Wrong About the World - and Why Things Are Better Than You Think

By Hans Rosling, Ola Rosling, Anna Rosling Ronnlund

I found this book challenging in that it forced me to set aside snap judgments and reactions and forced me to consider whether my opinions were based on facts or perceptions based on my relatively small sample size. The ten instincts that we all possess can easily distort our perspectives. It was eye opening but also comforting me to to understand that when the facts are on the table, the world perhaps better then we may think. 



Thinking Fast and Slow

By: Daniel Kahneman

This is a book I recommend that every investor reads and re-reads every few years. I’ve done so three times since it was published in 2011. What a like about this book is the author’s way of articulating how and why we process information and decisions the way we do. His obvious deep analysis into the human mind is on full display in the text but what is more striking is Kahneman’s genius in helping the reader understand and connect to the information.

Superforcasting: The Art and Science of Prediction

By: Philip E. Tetlock and Dan Gardner

We all love to a good forecast. The ability to peek around a corner to see what’s coming is just part of what drives us. But let’s be fair, barely anyone forecasts well all that often. The authors of this book distill the very small factors that separate good forecasts from bad ones and offer demonstrably effect ways to improve forecasts.

How the World Really Works: A Scientist’s Guide to Our Past Present and Future

By: Vaclav Smil


This book is as provocative as it is perceptive and that is what the author was hoping for in my opinion. The “just the facts” approach leaves the reader challenged with their own beliefs about many topics for which they may have been certain in their minds. This book offers a reality check.  Controversial topics such as the necessity of globalization as well as the future path of fossil fuels are covered.  I recommend the reader keep an open mind to get the most out of this read.

The Storm Before the Calm: America’s Discord, the Coming Crisis of the 2020s, and the Triumph Beyond

By: George Freidman


In this book, the author and noted forecaster, paints the picture of the future or the United States. By examining past periods of economic and institutional shifts, the reader is brought along on journey of understanding the socio-economic systems in place that drove the prosperity in America and when they came to an end being replaced by the next system. This journey leads to a forecast of where America will go from here and what may drive it there.


Geopolitical Alpha: An Investment Framework for Predicting the Future

By: Marko Papic


I found this book to be a great guide in dispelling the myths on how the industry at large deals with geopolitics in their investment thesis. The authors insights on how to incorporate a geopolitical framework into one’s decision-making criteria as part of a greater investment process is good reading for any serious investor.



Central Banking 101

By: Joseph J. Wang


After spending a few years working as a trader on the Open Markets Desk at the Federal Reserve, the author shares his experience in understanding how things happen at the Fed. I liked this book as much of the “magic” of how the Fed operates and keeps wheels of finance turning are demystified.  For anyone wanted to understand how money is actually created this is the book for you.

March reading recommendations:



Red Notice: A True Story of High Finance, Murder, and One Man’s Fight for Justice.

By: Bill Browder


A Real-life account of a hedge fund manager turned human rights activist and his perilous mission to expose the corruption in the Kremlin.  This book is a page turner of high finance and politics which highlights where market principles apply, and other factors need to be considered.



China’s Great Wall of Debt: Shadow Banks, Ghost Cities, Massive Loans, and the end of the Chinese Miracle

By: Dinny McMahon


Here in the West, we often marvel at the incredible growth story over the past few decades in China. In this book, peels the onion down to the bedrock of the Chinese economy and uncovers some startling and unsettling things that investors need to consider.

February reading recommendations:



Apollo's Arrow: The Profound and Enduring Impact of Coronavirus on the Way We Live

Nicholas A. Christakis


Apollo's Arrow was a great read. It offers a thorough account of the coronavirus pandemic and how the author sees the recovery unfolding in the coming years. What I liked about this book was the depth of historical research on past pandemics and how the author uses them as guides to what we may expect in the years ahead. The author did not stop with the path of the virus but also offered his opinions on what the economy and societal organization. It can be a bit heady at times but illuminating nonetheless.



Chip War: The Fight for the World's Most Critical Technology

Chris Miller


The author makes the claim that microchips (chips) are the new oil of our age. Chips are in virtually everything in our modern society. But who controls the future of chips on our planet. The worldwide shortage of chips caused business leaders and policymakers all over the world to take stock of the concentration of the chip industry and what that could mean for world economic security among other things. This book illuminating, timely and fascinating.