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.
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.
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.
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.
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.
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