Favourite books and podcasts

Aaron is often asked "what books do you recommend to investors or what podcasts are you listening to?"

​Here is a shortlist of Aaron's favourite books and podcasts:

Books (all links go the book's page on Amazon.com)

• The Intelligent Investor - Ben Graham. Dr Benjamin Graham is known as the father of "Value Investing", and is also famous for being Warren Buffett's professor at the University of Columbia's School of Business
• The Dhandho Investor - Monish Pabrai. Pabrai is a Warren Buffett disciple who writes about the Kelly Criterion - how big the bet should be when investing.
• One up on Wall Street - Peter Lynch. I found this a very good common-sense approach to investing by the man who led the significant outperformance of the Fidelity Magellan funds in the 1970s and 1980s.
• The Zulu Principle - Jim Slater. This book is about becoming a specialist in a certain area, and homing in on that area of expertise.
• Tap Dancing to Work - Warren Buffett. There are many great books about Warren Buffett, but this one is one of the best, unsurprisingly, because it is written by a long time friend of Buffett, Carol Loomis.
• The Acquirer’s Multiple - Tobias Carlisle. A great book book that examines the methodology of famous value investors like David Einhorn, Warren Buffett and Carl Icahn.
• Extraordinary Popular Delusions and the Madness of crowds - Charles Mackay. Mackay examines various economic bubbles, such as the infamous Tulipmania, various gold rush bubbles and more.
• The Little Book that still beats the markets - Joel Greenblatt. This is an excellent book based on “The Magic Formula", a set of metrics which recommend buying above average companies at a cheap price).

​Podcasts (all links to Apple Podcasts)

• Masters in Business - Barry Ritholtz
• Animal Spirits - Michael Batnick and Ben Carlson
• A16Z - Andreesen Horowitz
• The Meb Faber show - Meb Faber