what books are you reading that have changed your mind with respect to investing ?
- PRINCIPLES OF DEALING WITH THE CHANGING WORLD ORDER By Ray Dalio
- BIG DEBT CRISES By Ray Dalio
- THE LESSON OF HISTORY By Will & Ariel Durant
- THE MOST IMPORTANT THING By Howard Marks
Ray Dalio has proven to be a prominent part of my investment experience.
What’s yours ?
Rule 1 investing by Phil Town, margin of safety by Seth Klarman , and the richest man in Babylon by George clason are just a few of many that I have
These have probably been the most influential in shaping my macro economic outlook. Keynes book is truly amazing (not a Keynesian more of a Chicago guy Friedman and the likes) but he makes great points especially chapter 12 on investments etc. floored is good in discussing bank arbitrage, and the propensity for banks to lend. Finally Irving Fishers book on interest rates is absolutely amazing. His paper on deflation has also played a big part in my leaning towards being a deflationist. I have more but these are the top 8 most influential books.