The 15th episode of Read the Bull is the Fall 2024 Book Preview. Portfolio Wealth CIO Lee Munson joins host Stefan Prelog for an in-depth discussion about timeless investing classics, finance beach reads and a new slate books to watch for this fall.
Lee talks to Stefan about the recent market volatility and how he prepares clients for moments like this. Lee's clients are concerned about the 2024 Presidential election and what the potential outcomes means for their portfolios.
In addition to managing his clients' portfolios, Lee's been busy reading and he dives in to the books he's read over the summer. He's reread some investing classics including the third edition of Justin Mamis' 1977 book "When to Sell," the 1965 edition of Gerald Loeb's "The Battle for Investment Survival" and all of Peter Lynch's books, including "One Up on Wall Street," which Lee says has given his life new breath. Lee also touts "38 Letters from J.D. Rockefeller to his Son," and notes investors can learn a lot by reading "The Science of Getting Rich," by Wallace Wattles and the early investment letters of Warren Buffett.
Lee also recounts some of the newer books he's read including Carrie Sun's "Private Equity" and the financial novel "The Vegan" by Andrew Lipstein. Lee also gained an appreciation for Bill Gross' impact on the bond market after reading Mary Childs' "The Bond King."
The 2024 Fall book preview highlights a slate of new titles including, "Making Sense of Chaos: A Better Economics for a Better World" by J. Doyne Farmer, "She-Wolves: The Untold Story of the Women on Wall Street," by Paulina Bren, "The Little Investment That Beats the Market," by Joel Greenblatt, a new edition of "The Intelligent Investor," by Benjamin Graham that includes new commentaries for every chapter by Wall Street Journal columnist Jason Zweig, and "Myth of Money: Breaking Out of the Failing Financial System" by Tatiana Koffman
who's a General Partner at the digital assets investment firm Moonwalker Capital.
Listen to the episode to hear what Stefan and Lee have to say about these new books and if they'll stand the test of time.
Go to ReadTheBull.com for more information.
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