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We welcome back Portfolio Wealth Founder and CIO Lee Munson for the 15th episode of Read The Bull. Lee joins host Stefan Prelog for the Fall 2024 Book Preview.
Portfolio Wealth CIO Lee Munson joins host Stefan Prelog for an informative and in-depth discussion about timeless investing classics, finance beach reads and a new slate books to watch for this fall. Before they get to the list, Stefan talks to Lee 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. Lee highlights welcomes market volatility, but warns that you don't want to be hedging when volatility is high. He also notes that you have to listen to what the market is telling you and decide what to do.
Besides preparing his clients for increased volatility, he's been busy reading and he he dives in to the books he's read this spring and summer. He's reread some investing classics including "When to Sell" by Justin Mamis, 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". Lee also talks about 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." Stefan finally gets to the 2024 Fall book preview and 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.
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