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Investing by the Books

Investing by the Books

Di: Redeye AB
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A proposito di questo titolo

 Investing by the Books is a podcast to educate sophisticated and aspiring investors. We believe books are an excellent source for timeless knowledge, enhanced through deep conversations with authors and other guests. Host: Eddie Palmgren. Producer: Eddie S. Ahlgren Twitter: @IB_Redeye© 2021 Arte Economia Finanza personale Storia e critica della letteratura
Episodi
  • #79 Ryan Bunn on The Art of Speculation

    #79 Ryan Bunn on The Art of Speculation
    Jan 13 2026
    This episode features the US-based portfolio manager Ryan Bunn. We discuss Philip Carret's classic investment book 'The Art of Speculation', which influenced later legends like Warren Buffett and Philip Fisher. We conclude that Carret’s nearly 100-year-old insights – including his ‘Twelve Commandments for Speculation’ – remain remarkably relevant today.—————————————Our conversation with Ryan Bunn was recorded on 11 November 2025.—————————————For more info about the podcast, make sure to follow us on X/Twitter. We love to hear your thoughts, so please rate and review us. And feel free to tell us about great authors, books, and investors. Thank you. /Eddie with team—————————————Episode Chapters(00:00) Intro by Eddie(00:49) Welcoming Ryan Bunn(01:02) Ryan’s path to investing(02:57) Collecting books(03:54) Introducing ‘The Art of Speculation’(04:51) Why is it worth reading?(05:53) The author – who was Philip Carret?(07:04) Carret’s books(08:21) Which investors did Carret inspire?(09:29) Carret – the OG compounder king(11:40) When speculation becomes investing(14:47) Ryan’s top 3 of the ‘Twelve Commandments for Speculation’(20:44) Thoughts on valuation and leverage(22:41) Market cycles(24:02) Carret’s ideas about technical analysis haven’t aged as well(25:30) How the market and investing have changed(26:14) What Ryan would like to speak to Carret about(28:15) Ryan as an investor and his firm Reference Equity(32:06) Investing in small caps globally(35:24) Concentration, position sizing, and turnover(37:48) Patience in real-life investing(39:18) Forced selling(42:18) Ryan’s daily life as an investor(43:12) Reading decisions and habits(46:50) Ryan’s reading suggestions(48:25) Writing ambitions(50:13) Concluding remarks—————————————Books MentionedThe Art of Speculation – Philip CarretBuying a Bond – Philip CarretA Money Mind at Ninety – Philip CarretBooks by Leo TolstoyCreating Shareholder Value – Alfred RappaportWhat I Learned About Investing from Darwin - Pulak Prasad—————————————More on Ryan BunnLinkedIn: https://www.linkedin.com/in/ryanbunn/Reference Equity Website: https://www.referenceequity.com/—————————————About the PodcastIntro episode: https://www.redeye.se/podcast/investing-by-the-books/817383/0-intro-to-investing-by-the-books—————————————What is Investing by the Books?Investing by the Books was founded by Henrik Andersson, Bo Börtemark, Mats Larsson and Michael Persson. It has published hundreds of book reviews in the past 10 years and operates on a non-profit basis. Visit the website: http://www.investingbythebooks.com/Follow on Twitter/X: https://twitter.com/Investbythebook—————————————What is Redeye?Redeye is a research-centered boutique investment bank from Stockholm. Founded in 1999, Redeye cultivates investors through timeless knowledge, a humble attitude, and a strong focus on quality. Visit the website: https://www.redeye.se/Follow on Twitter/X: https://twitter.com/Redeye_—————————————DisclaimerNotice that the content in this podcast is not, and shall not be construed as investment advice. This information is meant to be informative and for general purposes only. For full disclaimer, visit Redeye.se
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    52 min
  • #78 Ethan Everett: The Investment Philosophers

    #78 Ethan Everett: The Investment Philosophers
    Dec 16 2025

    Our guest Ethan Everett is an investment analyst in the US and author of 'The Investment Philosophers'. We discuss the book, in which he connects philosophical ideas from thirteen thinkers, including Spinoza, Hume, and Kierkegaard, to modern investing practices. The conversation also touches on his grandfather's influence as a former student of Benjamin Graham and Ethan's future book projects, connecting law and martial arts to investing.

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    Our conversation with Ethan Everett was recorded on 22 October 2025.

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    For more info about the podcast, make sure to follow us on X/Twitter. We love to hear your thoughts, so please rate and review us. And feel free to tell us about great authors, books, and investors. Thank you. /Eddie with team

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    Episode Chapters

    (00:00) Intro by Eddie

    (00:53) Welcoming Ethan Everett

    (02:23) Ethan’s way to investing

    (06:48) Discovering philosophy

    (08:37) How “The Investment Philosophers” came about

    (10:45) Criteria for selecting the 13 philosophers in the book

    (12:42) Lessons from Baruch Spinoza

    (22:42) David Hume

    (28:28) Søren Kierkegaard

    (35:28) Ethan’s evolution as an investor

    (39:31) Company example: Mattel

    (43:26) Ethan’s role as an Investment Analyst at Galvin, Gaustad & Stein

    (46:10) Lessons from Ethan’s grandfather, a student of Benjamin Graham

    (48:46) Ethan’s AI start-up Collexity

    (53:05) Reading suggestions

    (57:23) Writing ideas

    (01:00:43) Concluding remarks

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    Books Mentioned

    • The Investment Philosophers – Ethan Everett
    • The Intelligent Investor - Benjamin Graham
    • The Money Game - Adam Smith (George Goodman)
    • Essays – Michel de Montaigne
    • The Gay Science – Friedrich Nietzsche
    • Ethics – Baruch Spinoza

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    Companies Mentioned

    • Mattel

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    More on Ethan Everett:

    • LinkedIn: https://www.linkedin.com/in/ethan-everett-cfa-esq-404362156/
    • Collexity: https://collexity.ai/

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    About the Podcast

    Intro episode: https://www.redeye.se/podcast/investing-by-the-books/817383/0-intro-to-investing-by-the-books

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    What is Investing by the Books?

    Investing by the Books was founded by Henrik Andersson, Bo Börtemark, Mats Larsson and Michael Persson. It has published hundreds of book reviews in the past 10 years and operates on a non-profit basis.

    Visit the website: http://www.investingbythebooks.com/

    Follow on Twitter/X: https://twitter.com/Investbythebook

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    What is Redeye?

    Redeye is a research-centered boutique investment bank from Stockholm. Founded in 1999, Redeye cultivates investors through timeless knowledge, a humble attitude, and a strong focus on quality.

    Visit the website: https://www.redeye.se/

    Follow on Twitter/X: https://twitter.com/Redeye_

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    Disclaimer

    Notice that the content in this podcast is not, and shall not be construed as investment advice. This information is meant to be informative and for general purposes only. For full disclaimer, visit Redeye.se
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    1 ora e 2 min
  • #77 Ryan Floyd on A Time of Gifts

    #77 Ryan Floyd on A Time of Gifts
    Nov 18 2025
    We are joined by the US investor Ryan Floyd from Barca Capital to discuss ‘A Time of Gifts' by Patrick Leigh Fermor. The book chronicles Fermer's journey as an 18-year-old Englishman walking through Europe in 1933-1934. While it’s not a typical investing book, we uncover numerous lessons for investors, including the value of observation and action.—————————————Our conversation with Ryan Floyd was recorded on 21 October 2025.—————————————For more info about the podcast, make sure to follow us on X/Twitter. We love to hear your thoughts, so please rate and review us. And feel free to tell us about great authors, books, and investors. Thank you. /Eddie with team—————————————(00:00) Intro by Eddie(01:29) Welcoming Ryan Floyd(01:51) Ryan’s path to investing(04:54) What “A Time of Gifts” is about(06:24) What the book’s title means(08:13) Structure of the book(11:01) About the author(13:08) Inspiration for investors(15:31) Ryan in the real world(18:56) Optimism vs. pessimism(24:17) Activity vs inactivity(26:50) Dealing with losses(32:54) Entrepreneurial spirit(36:15) Creating Barca Capital(39:37) Geographies of interest(42:17) Portfolio concentration(45:54) Ryan’s investor traveling(50:31) Ambitions for Barca Capital(52:12) Favorite books(56:53) Writing ideas(58:15) Concluding remarks—————————————Books MentionedA Time of Gifts – Patrick Leigh FermorDeep Survival – Laurence GonzalesThe House of Rothschild 1 & 2 – Niall FergusonBooks by Nassim TalebMalcolm GladwellDaniel KahnemanHistories – HerodotusPolitical Order in Changing Societies – Samuel P. HuntingtonDemocracy in America – Alexis de TocquevilleThe Old Regime and the Revolution – Alexis de TocquevilleAlbion's Seed – David Hackett FischerBooks by Robert Caro—————————————Movies MentionedTop GunRushmore—————————————More on Ryan Floyd:Substack: https://detachednotes.substack.com/ Barca Capital Website: https://www.barcacapital.com/ LinkedIn: https://www.linkedin.com/in/ryanf2 —————————————About the PodcastIntro episode: https://www.redeye.se/podcast/investing-by-the-books/817383/0-intro-to-investing-by-the-books—————————————What is Investing by the Books?Investing by the Books was founded by Henrik Andersson, Bo Börtemark, Mats Larsson and Michael Persson. It has published hundreds of book reviews in the past 10 years and operates on a non-profit basis. Visit the website: http://www.investingbythebooks.com/Follow on Twitter/X: https://twitter.com/Investbythebook—————————————What is Redeye?Redeye is a research-centered boutique investment bank from Stockholm. Founded in 1999, Redeye cultivates investors through timeless knowledge, a humble attitude, and a strong focus on quality. Visit the website: https://www.redeye.se/Follow on Twitter/X: https://twitter.com/Redeye_—————————————DisclaimerNotice that the content in this podcast is not, and shall not be construed as investment advice. This information is meant to be informative and for general purposes only. For full disclaimer, visit Redeye.se
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    59 min
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