Book & Podcast Reviews
Knowledge worth sharing
In the spirit of curious exploration, these reviews highlight books and podcasts that have helped me expand my knowledge across various disciplines. Some challenge assumptions, expand perspectives and some are deeper explorations on famous figures through biographies.
Beyond Entrepreneurship 2.0
As a long-time Jim Collins fan, I'm slightly surprised it took me this long to get around to reading Beyond Entrepreneurship 2.0. As I worked through it, it became easy to see why Reed Hastings suggested it should be required reading for aspiring CEOs.
The Davis Dynasty
I was unfamiliar with the Davis family until listening to an episode of We Study Billionaires covering both their remarkable investing record both from a growth and longevity perspective and The Davis Dynasty. Whilst the episode was informative, at an hour it could only scratch the surface of an investment record that spanned multiple generations, so I thought I’d pick up the book to dive into it further.
Rebel Ideas
Rarely do I find myself won over by the audiobook previews Audible plays after finishing a title, but I have to admit the preview for Rebel Ideas did exactly that. At a time when I'm regularly searching for something new to read, it was enough to spark my curiosity and I'm glad it did.
The Deficit Myth
I’ve always thought it’s important to expose yourself to arguments that challenge your existing views. Not necessarily because you’ll change your mind, but because understanding the strongest version of an opposing argument helps test your own thinking and identify any weaknesses in your position.
With that in mind, I decided to give The Deficit Myth by Stephanie Kelton a listen.
Market Wizards: The Next Generation
I think Market Wizards: The Next Generation is the third book in Jack Schwager’s Market Wizards series that I’ve read. Whilst not a trader myself, I’ve always enjoyed gaining a better understanding of how the various traders featured in these books operate.
Animal Spirits
I must admit I came into Animal Spirits expecting the focus to be somewhat narrower and more centred on markets and trading than what it turned out to be. In fairness though I think that’s more due to my bias word association leaning directly to trading when I hear the term "animal spirits”.
Inside The Box
Inside the Box appeared on my radar recently as David Epstein has been making the rounds on the podcast circuit to coincide with the release. Having read and enjoyed a couple of his previous books, I thought I'd give this one a go too.
Risk & Reward
I listen regularly to Ben Carlson on the Animal Spirits podcast, and he’s also been making the rounds on several other investing shows recently following the release of his new book.
When it comes to podcast hosts whose work I follow consistently, I almost feel an obligation to check out any books they release and support them.
The Makings of a Permabear
I came across Jeremy Grantham for the first time recently on an episode of the Excess Returns podcast. Having enjoyed the interview and realising that his book The Making of a Permabear had already come across my radar on Audible recommendations several times I decided to give it a go.
The Coffee Can Investor
On a recent episode of The Compound and Friends, they interviewed Neeraj Khemlani and Matt Ankrum on the topic of identifying 100 bagger stocks. Whilst I wasn’t familiar with either guest beforehand, it made for a fascinating discussion and ultimately led me to pick up The Coffee Can Investor: A Stock Picker’s Journey to Build Generational Wealth.
The Infinity Machine
I was already familiar with Demis Hassabis prior to reading The Infinity Machine, largely through documentaries and podcast appearances. It’s clear from any interview with him that he operates at an incredibly high level of intelligence so I was interested to learn more.
Warren Buffett’s Ground Rules
I’ve read a number of books on Warren Buffett over the years, covering both his life and his investment philosophy, particularly during his time at Berkshire Hathaway. Ground Rules may now be one of my favourites amongst them.
What To Make Of A Life
I was slightly surprised when listening to a recent The Tim Ferriss Show episode featuring Jim Collins to hear about his new book What to Make of a Life. My association with Collins has always been through books like Good to Great and Great by Choice, which are firmly rooted in the world of business.
The Unspeakable Level
The Unspeakable Level by Christopher Mayer was a rather unexpected find.
My previous experience of Mayer came through his book 100 Baggers, and based on that I had, incorrectly as it turns out, placed him firmly in the world of general or value investing.
Meditations For Mortals
Talking Billions continues to be a strong source of new book recommendations based on recent interviewees. This time it led me to Meditations for Mortals by Oliver Burkeman.
The Philosopher In The Valley
After my recent review of The Contrarian, I wasn’t entirely sure what to expect from The Philosopher in the Valley: Alex Karp, Palantir and the Rise of the Surveillance State. I went into it wondering whether it would follow a similar vein on political leaning bias in its portrayal or present a more balanced view.
Pathfinders
It’s getting a bit difficult to break out of the Audible algorithm at the moment. Even though I’ve been branching out across different categories, whenever I come across new books through podcasts the recommendations still tend to pull me back towards investing.
I decided to give Pathfinders by JL Collins a go.
Embracing Hope
Periodically I re read Man’s Search for Meaning by Viktor Frankl, yet until recently I’d never ventured into any of his other books. I’m not entirely sure why, given the value I seem to take from Man’s Search every time I revisit it. Regardless, I’m glad I broke the pattern when I picked up Embracing Hope during a recent visit to the local bookstore.
Soul In The Game: The Art of a Meaningful Life
As any avid reader will know, there are periods where it becomes surprisingly difficult to find something new worth reading.
I’d been in one of those stretches recently when I came across an interview with Vitaliy Katsenelson on the Excess Returns podcast.
Born To Be Wired
I have to confess I had little to no knowledge of John Malone before diving into Born to Be Wired. The book came up during a recent episode of We Study Billionaires, which explored Malone’s approach to deal making and valuation structuring.