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The Late Summer Reading Guide

  • Investing and Market Views

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Insights and Market Perspectives

The Late Summer Reading Guide

Author: The editor's desk

September 2, 2020

The summer of 2020 is almost over, so why not spend what’s left of it reading something new? From riots to randomness, here are five books that members of AGF’s Investment Management Team couldn’t put down.   

Five Days: The Fiery Reckoning of an American City, Wes Moore with Erica L. Green

An extraordinary account of Baltimore in the days immediately following the 2015 death of Freddie Gray while in police custody. It furthered my understanding of the deep-rooted problems at the heart of America’s escalating civil unrest.

Kevin McCreadie, CEO and Chief Investment Officer

SuperForecasting: The Art and Science of Prediction, Philip Tetlock and Dan Gardiner

Based on the results of The Good Judgment Project, a government-funded forecasting tournament that began in 2011, SuperForecasting offers a thoughtful, methodical approach to an activity that is incredibly challenging and uncertain, yet essential for investing and other walks of life.

David Stonehouse, Senior Vice-President and Head of North American and Specialty Investments

Fooled by Randomness: The Hidden Role of Chance and Life in the Markets, Nassim Nicholas Taleb

The first book in Taleb’s influential Incerto series, which includes The Black Swan and Antifragile. This is a great read on how much luck plays a role in both life and the markets. It reinforced my understanding of how important some of the less obvious inputs are to our overall decision-making process.

Mike Archibald, Vice-President and Portfolio Manager

Mastering the Market Cycle: Getting the Odds on Your Side, Howard Marks

A thoughtful analysis of market cycles by one of the most well-respected credit investors in the world. It reiterated the importance of full-cycle investing. Even in a time of rapid change and increasing complexity, the cyclical nature of business and the economy remains constant.

Andy Kochar, Vice-President, Portfolio Manager and Head of Global Credit

The Room Where It Happened: A White House Memoir, John Bolton

The former National Security Advisor of the United States gives his take on the Trump Administration and its dealings with several countries including China, Turkey and the Ukraine. It’s full of minute details and adds to the growing canon of “tell-alls” about President Trump’s time in office.

Greg Valliere, Chief U.S. Policy Strategist


This blog contains recommendations for books. The authors of these books are solely responsible for their content, and AGF assumes no responsibility for such content. Recommendations for these books are provided for convenience only and are not to be construed as an endorsement or recommendation of the ideas, products, services, advice or information that may be found within them.

The commentaries contained herein are provided as a general source of information based on information available as of September 1, 2020 and should not be considered as investment advice or an offer or solicitations to buy and/or sell securities. Every effort has been made to ensure accuracy in these commentaries at the time of publication, however, accuracy cannot be guaranteed. Investors are expected to obtain professional investment advice.

The views expressed in this blog are those of the author and do not necessarily represent the opinions of AGF, its subsidiaries or any of its affiliated companies, funds or investment strategies.

AGF Investments is a group of wholly owned subsidiaries of AGF and includes AGF Investments Inc., AGF Investments America Inc., AGF Investments LLC, AGF Asset Management (Asia) Limited and AGF International Advisors Company Limited. The term AGF Investments m ay refer to one or more of the direct or indirect subsidiaries of AGF or to all of them jointly. This term is used for convenience and does not precisely describe any of the separate companies, each of which manages its own affairs.

™ The ‘AGF’ logo is a trademark of AGF Management Limited and used under licence.

About AGF Management Limited

Founded in 1957, AGF Management Limited (AGF) is an independent and globally diverse asset management firm. AGF brings a disciplined approach to delivering excellence in investment management through its fundamental, quantitative, alternative and high-net-worth businesses focused on providing an exceptional client experience. AGF’s suite of investment solutions extends globally to a wide range of clients, from financial advisors and individual investors to institutional investors including pension plans, corporate plans, sovereign wealth funds and endowments and foundations.

For further information, please visit AGF.com.

© 2021 AGF Management Limited. All rights reserved.

Written by

The editor's desk

The editor's desk

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