Books – Real Returns by Dan Mikulskis

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?

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

Podcasts taking over the world

May 11, 2019

Reading Time: 2 minutes I’m not exactly ahead of the curve here talking about podcasts in 2019 (here’s an interesting blog that talks about the surprising recent rise of this relatively simple and humble medium), given it feels like almost everyone has one, or has appeared on one. However with the huge amount of stuff out there, there is … More Podcasts taking over the world