Episode · Invest Like the Best · 2023-01-31
Patrick O'Shaughnessy & Carl Kawaja: books mentioned on Invest Like the Best #314
Carl Kawaja - Dealing with Regime Change - [Invest Like the Best, EP.314]
My guest this week is Carl Kawaja. It’s the second time I’ve had Carl on the show and my first conversation with him is one I go back to often.
Patrick O'Shaughnessy recommended The Prize by Daniel Yergin and The Quest by Daniel Yergin, and discussed The Systems Bible by John Gall. Carl Kawaja recommended The Arc of Boxing by Mike Silver and Don't Sleep, There Are Snakes: Life and Language in the Amazonian Jungle by Daniel Everett.
Books mentioned, in the order they came up
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The Systems Bible
The Systems Bible by John Gall is a satirical yet insightful examination of how systems operate, fail, and evolve in daily organizational life.
Discussed“Have you ever read that book, The Systems Bible? I reference it all the time. I love it. Yes, I know. I ordered it. I haven't read it yet.”
Where to get it
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The Arc of Boxing
The Arc of Boxing by Mike Silver is an insightful and comprehensive historical analysis of the evolution of boxing tactics, styles, and athletes.
Recommended“I was recently reading a bit about boxing, and I read this great book called The Arc of Boxing that I would recommend to people. I didn't mention this to you, incidentally, but it's a fun book.”
Where to get it
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Don't Sleep, There Are Snakes: Life and Language in the Amazonian Jungle
Don't Sleep, There Are Snakes: Life and Language in the Amazonian Jungle by Daniel Everett is a firsthand account of a linguist's years living among the Pirahã people of the Amazon, detailing their unique culture, worldview, and grammar.
Recommended“In terms of someone else I've learned from and in terms of our theme of being open-minded, I think I told you and you've read the book subsequently, but I was really impressed. One of the favorite things that I've read, and maybe it'll make it onto your investor's field guide reading list, is this book called Don't Sleep, There”
Where to get it
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The Prize
The Prize by Daniel Yergin is a comprehensive history of the global oil market and its profound influence on geopolitics.
Recommended“There was so much capital stock and investment and kind of the world's infrastructure, I guess. If you study the world through the history of energy, like you go read the prize and the quest and read like Baklav Smeel's energy histories, which are all awesome, by the way.”
Where to get it
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The Quest
The Quest by Daniel Yergin is a comprehensive exploration of the modern energy landscape, examining the ongoing quest for global energy, security, and climate solutions.
Recommended“There was so much capital stock and investment and kind of the world's infrastructure, I guess. If you study the world through the history of energy, like you go read the prize and the quest and read like Baklav Smeel's energy histories, which are all awesome, by the way.”
Where to get it
