A dozen podcasts that will help you think better about 2021
December 5, 2021
Reading Time: 7 minutes The best investment podcasts of 2021 … More A dozen podcasts that will help you think better about 2021
Category: Books
New to the investment industry? Eight things you must follow
August 8, 2021
Reading Time: 4 minutes Recently joined the investment industry? Congrats and welcome, you’re going to love it here! And your timing is impeccable, you’ve joined the industry right at the start of a once in a generation scale capital flow in infrastructure and decarbonisation . I have to warn you not everything’s clear cut: we could be looking at … More New to the investment industry? Eight things you must follow
The Top 12 FinPods of 2020
December 6, 2020
Reading Time: 6 minutes For a spotify playlist of all these episodes click here. I’ve said it before and I’ll say it again – the quality of free content in blogs, articles and podcasts these days is I think on a par with what you’d get in a masters degrees in times past, if you know where to look. … More The Top 12 FinPods of 2020
Think Like a Poker Player
September 24, 2020
Reading Time: 4 minutes Apparently only 12% of poker hands are actually won by the best cards. It’s not the cards you are dealt that determines your success, it’s how you play them … That’s one of the central themes of the excellent book by journalist Maria Konnikova, The Biggest Bluff which charts her unlikely journey from psychology researcher, … More Think Like a Poker Player
My Summer Reading 2020
August 13, 2020
Reading Time: 3 minutes One Way Ticket: Nine Lives on Two Wheels Compelling reading for cycling fans – a refreshingly blunt review of the last two decades of bike racing from an insider’s viewpoint. Rare to see a geneuinely new narrative emerge in such a well-covered area. amazon.co.uk The Biggest Bluff by Maria Konnikova Poker as a metaphor … More My Summer Reading 2020
The Best Investment Track Record Ever?
May 28, 2020
Reading Time: 3 minutes Sixty-six percent per year average returns (before fees) over thirty years. With no down years. Yes, you read that right. That’s the spectacular track record for Renaissance Technology’s Medallion fund that author Greg Zuckerman lays out in his investigative book on the legendary mathematican and Renaissance founder: Jim Simons (“The Man Who Solved the Market“). … More The Best Investment Track Record Ever?
Top Reads March 2020
March 23, 2020
Reading Time: 3 minutes My latest top reads, might come in handy if you have more time at home than anticipated these days … Red Notice A true-story thriller which goes from building an asset management business in Russia in the 1990’s, being blackmailed by oligarchs to murder, corruption and becoming Putin’s #1 enemy. goodreads.com Super Pumped The … More Top Reads March 2020
6 Most-read blogs of 2019
December 18, 2019
Reading Time: 2 minutes How Many Pizzas Jeff Bezos famously said that the number of attendees at a meeting ought to be such that two pizzas could feed eveyone there. realreturns.blog 3 Rare Skills That Make Presentations Clear and Memorable Bad communication is like a tax we all collect from each other continuously, every year, and every day. … More 6 Most-read blogs of 2019
Top 10 of the FinPods
December 1, 2019
Reading Time: 4 minutes What if I told you that this evening you’d get an audience with some of the greatest founders, money managers, authors, researchers and Nobel prizewinners of all time in our industry? People like Robert Shiller, Rob Arnott, Michael Mauboissin, Ben Inker, Rajiv Jain, Cliff Asness, Ray Dalio and even Jack Bogle? You’d be pretty happy … More Top 10 of the FinPods
Summer Reading 2019
August 23, 2019
Reading Time: 3 minutes Realise I’m a little late with this list this year, but here’s what I’ve enjoyed most so far this year … you’ll see I’m showing my normal bias toward non-fiction, and in fact haven’t included any fiction in this list (although I have read some). Enjoy, and let me know what you think Bad Blood … More Summer Reading 2019