May 29, 2018

I've been thinking about complacency a lot lately. We're approaching the 10-year anniversary of the collapse of Lehman Brothers, but with markets buoyant, it's hard to believe we might return to those perilous times. Allowing complacency to seep into markets generally...

May 9, 2018

There's a great interview out there with VC investor Josh Wolfe of Lux Capital. If you haven't heard it, I highly recommend giving it a listen before or after you read this. Like all valuable learning opportunities, it spawned questions that stayed with me for awhile,...

April 3, 2018

Little infuriates sustainability advocates more than greenwashing, generally defined as "a form of spin in which green PR or green marketing is deceptively used to promote the perception that an organization's products, aims or policies are environmentally friendly." B...

February 3, 2018

If you spend any time at all in the world of investing, you very quickly realize how many clever people you're competing against. I recently finished "Frontier Investor" by Marko Dimitrijevic, who ran a successful EM-focused fund for many years. Make no mistake - "Fron...

January 14, 2018

Welcome to my book recommendations for 2018. As always, books are listed by genre and scored on a 5-point scale. You can find my lists for 2014, 2015, 2016 and 2017 at the hyperlinks. Happy reading!

Economics, Finance & Business

The Outsiders (William N. Thorndike, Jr.)....

January 5, 2018

Someone asked on Twitter recently, "What books did you read this year that you'll re-read within the next 5 years?" I started asking myself a related question: "What did I read this year that taught me something radically new?" I was a little disappointed that few of t...

November 10, 2017

It often feels like the balance of power between consumers and business is frustratingly lopsided. We're constantly being sold things we don't need by sophisticated marketing departments that exploit our lapses of judgment, our legitimate concerns about health and safe...

August 8, 2017

No city is more synonymous with deal-making than New York, and its skyline automatically conjures up images of commerce and finance. So it was a pleasure to read Tom Shachtman's "Skyscraper Dreams" (reviewed here), and learn more about the history of the personalities...

July 27, 2017

After a brilliant display against Real Madrid, Manchester United forward Anthony Martial was urged by manager Jose Mourinho to produce that form more consistently. My initial response: Well, yeah, no kidding. It would be great if Martial could consistently go past play...

June 30, 2017

There’s a famous scene in the movie Patton where the maverick general George Patton looks out at a retreating German army and growls, “Rommel, you magnificent bastard. I read your book!” It always struck me as strange that, before Patton, no-one had successfully used t...

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