Episode · Invest Like the Best · 2021-07-27
Patrick O'Shaughnessy & Carl Kawaja: books mentioned on Invest Like the Best #236
Carl Kawaja - Wisdom from Decades of Investing - [Invest Like the Best, EP. 236]
Today’s conversation is one of my all-time favorites, with someone I’ve come to respect deeply in the field of investing. My guest is Carl Kawaja, who has served as a portfolio manager at Capital Group for decades.
Carl Kawaja recommended The Visual Display of Quantitative Information by Edward R. Tufte, and discussed Letters to a Young Poet by Rainer Maria Rilke.
Books mentioned, in the order they came up
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Letters to a Young Poet
Letters to a Young Poet by Rainer Maria Rilke is a collection of intimate correspondence offering profound guidance on art, solitude, and the creative life.
Discussed“But then instead, as much as I love Michael, I doubt that some of his wisdom will have the staying power of letters to a young poet. And I have learned a lot from reading Rilke.”
Where to get it
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The Visual Display of Quantitative Information
The Visual Display of Quantitative Information by Edward R.
Recommended“I really believe in reading Edward Tufty. The Visual Display of Quantitative Information, which has a dry title, is the single, probably most practically useful book you can read to distinguish yourself in this job.”
Where to get it
