Favorite Podcasts

I love podcasts! I spend a minimum of one hour in my car each weekday. I find the time is more pleasant if I am listening to a podcast. I have found podcasts to be both informative and entertaining. There are a few I listen to regularly. These are available on iTunes and via the linked websites. Happy listening!

Masters in Business with Barry Ritholtz

Barry is a Wall Street veteran with an amazing passion for finance and investing. He attracts some of the most sought after guests and engages them in a tremendous way. The podcasts are usually extended past the typical 30 minutes, which allows the guests to relax and speak casually. Barry truly has a gift for getting his guests sharing information that you will not hear in other media. Some of my favorites are Cliff Asness from AQR, Anthony Scaramucci from SkyBridge Capital, Charley Ellis, Jeffrey Gundlach, and a host of others. Tune in and you will not be disapointed.

Entrepreneur on Fire with John Lee Dumas

If you have ever considered being and entrepreneur or perhaps an intrapreneur within your company, this is a great source of information and motivation. John Lee Dumas (JLD) has created a 7 day a week podcast where he interviews a new entrepreneur each day. He gets a variety of guests from all walks of life as well as all over the world. Each podcast is about 30 minutes and is packed with great information.

The Time Ferriss Show

Tim Ferriss is the author of the 4-hour series of books. His first book “The Four Hour Work Week” was a runaway seller and lead Tim to a cult-like following. He is an unusual dude how always seems to speak his mind, regardless of who he may upset. His guests span a wide range, but they are definitely experts in their chosen fields with a lot to share. His interview style is entertaining, although some of his guests can get pretty deep into the weeds. Some of my favorite episodes were with people I was not really interested in hearing about. Tony Robbins, Arnold Schwarzenegger, Peter Thiel, Bryan Callen, and so many others were awesome!

Chartered Financial Analyst Designation

Achieving the CFA designation was the most important professional accomplishment of my life. It was a long road, with many hours spent with my head in those heavy books. I would do it all again if I had too. If you are interested in learning more about the CFA designation, I have included some helpful links below. Best of luck. And yes….it’s worth it!

CFA Program

CFA Institute

Kaplan Schweser (great study materials)

The Boston Security Analysts Society (best practice exams)

 

Favorite Books

Books – This is a list of some of my favorite books.

General Finance:

A Random Wall Down Wall Street by Burton Malkiel

One up on Wall Street by Peter Lynch

The Behavior Gap by Carl Richards

The Prosperity Track by James Peters (shameless plug)

 

Behavioral Finance (and general human behavior):

What Investors Really Want by Meir Statman

Predictably Irrational by Daniel Ariely

Nudge by Richard Thaler and Cass Sunstein

Thinking Fast and Slow by Daniel Kahneman

 

Financial Stories (entertaining with valuable lessons)

The Big Short by Michael Lewis

When Genius Failed by Roger Lowenstein

The Greatest Trade Ever by Gregory Zuckerman

The Quants by Scott Patterson

No One Would Listen by Harry Markopolos

 

Other Books:

Influence by Robert Cialdini

Give and Take by Adam Grant

What Got You Here Won’t Get You There by Marshall Goldsmith

The Success Principles by Jack Canfield

The Outliers by Malcolm Gladwell