Episode · Invest Like the Best · 2017-06-13
Patrick O'Shaughnessy & Leigh Drogen: books mentioned on Invest Like the Best #41
Leigh Drogen - Quant vs Traditional Investors and How Alphas Become Betas - [Invest Like the Best, EP.41]
I’ve often joked that this show should be called “this is who you are up against,” because I am so often having conversations with brilliant people across the investment landscape who are effectively my competition and yours.
Leigh Drogen recommended The undoing project by Michael Lewis.
Books mentioned, in the order they came up
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The undoing project
Recommended“It's a very famous behavioral study and it's in Michael Lewis's new book, which is really good if people haven't read it, The Undoing Project.”
Where to get it
Other mentions in this episode (1) — ad reads, self-promotion and passing references, never counted
Passing The Checklist Manifesto
“The Michael Lewis story reminds me of, you know, Atul Gawande and the checklist manifesto and, and my belief that, you know, as an investor, the only interesting strategies are ones which are repeatable”
