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I read a fair amount these days. I do it strictly for pleasure which frees me to take my time and explore a wide range of topics.
While not everything I read is about investing, I find many to have relatable themes. Below is a catalog of books and papers that I consumed over the past year. For a running list of my top recommendations visit the Favorite Reads page and see prior years’ lists here.
Volatility Spreads and Expected Stock Returns, by Turan G. Bali and Armen Hovakimian, 2007.
Have Monetary Policies Failed?, by Milton Friedman, 1972.
A Simple Framework to Monitor Inflation, by Adam Hale Shapiro, 2022.
Decomposing Supply and Demand Driven Inflation, by Adam Hale Shapiro, 2022.
Lessons From the American Experience With Free Banking, by Hugh Rockoff, 1989.
Should Your Portfolio Protection Work Fast or Slow?, by AQR Portfolio Solutions Group, 2022.
Sharpening the Arithmetic of Active Management, by Lasse Heje Pedersen, 2018.
What Do We Know About Corporate Bond Returns?, by Jing-Zhi Huang and Zhan Shi, 2021.
Seth Levine is a professional, institutional investor focused on selecting high yield bond positions for a financial services company. He is also the creator of The Integrating Investor where he blogs about macroeconomic and investment strategy related themes. Seth holds a Bachelor of Science degree in Mechanical Engineering from Cornell University and is a CFA charterholder. You can learn more about Seth at www.integratinginvestor.com and follow him on Twitter at @SethLevine2. Please note that any opinions and views he expresses are solely his own and do not reflect those of his current or former employers.
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