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]
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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The undoing project
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
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The intelligent investor
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

