Episode · Invest Like the Best · 2021-08-03

Patrick O'Shaughnessy & Karen Karniol-Tambour: books mentioned on Invest Like the Best #237

Karen Karniol-Tambour - All Things Macro - [Invest Like the Best, EP. 237]

2 books · With Karen Karniol-Tambour, Ben Claremont · Listen

My guest today is Karen Karniol-Tambour, Partner and Co-CIO for Sustainability at Bridgewater Associates. You will quickly understand why Ray Dalio described Karen as a “vacuum cleaner of learning” - our conversation covered a variety of market themes, and Karen goes deep on each of them.

Karen Karniol-Tambour recommended The undoing project by Michael Lewis. Ben Claremont recommended The intelligent investor by Benjamin Graham.

Books mentioned, in the order they came up

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  1. The undoing project

    Michael Lewis · at 7:00

    The Undoing Project by Michael Lewis is a non-fiction book that chronicles the groundbreaking psychological work and complex personal relationship of Nobel laureate Daniel Kahneman and Amos Tversky, whose research laid the foundation for behavioral economics.

    Recommended
    “I highly, highly recommend the Michael Lewis book about Kahneman and Tversky's Relationship. It is such a great book because even if you're not interested in the topic, it actually captures a lot what great work relationships are like”
    Where to get it
  2. The intelligent investor

    Benjamin Graham · at 1:15:46

    The Intelligent Investor by Benjamin Graham is a foundational value investing text that outlines strategies for mitigating risk and evaluating market securities.

    Recommended
    “And so it was after a few years of working in the commercial real estate business where I got handed a copy of Ben Graham's book, Intelligent Investor. And that really changed my life and it changed the trajectory of my career path.”
    Where to get it