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
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.
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