#8080

Mentioned in 6 episodes

The aspirational investor

Book • 2015

Mentioned by

Mentioned in 6 episodes

Recommended by

Graham Duncan

for its unique approach to portfolio construction.

#362: Graham Duncan — Talent Is The Best Asset Class

Recommended by

Amit Wadhwaney

as a good book about rethinking how to construct portfolios.

Amit Wadhwaney - From Montreal to Moerus: Amit Wadhwaney's Deep Value Discipline

Mentioned by

Ashvin Chhabra

as his own book, which

Craig Shapiro

and

Morgan Housel

have read and commented on.

Ashvin Chhabra: Playing Your Own Game

Mentioned by

Angus Cameron

as having a simple framework of three buckets of risk.

Family Office Interview Series – Angus Cameron, CIO for GHM Family Office

Mentioned by

Will Keenan

, who found the allocation framework of put options, index exposure, and call options interesting.

The Smead Book List - Winter 2025

Mentioned as a book that convinced Frank that he was on the right track with respect to his portfolio construction stuff.

Episode 428: A Cornucopia Of Listener Generosity, Intermediate Term Portfolios, Resources And Portfolio Reviews As Of May 30, 2025

Recommended by

Dr Ken

as a resource on investing aligned to life goals.

527 lessons from 50 years of investing (with a retired GP!)

Recommended by

Frank Vasquez

as a book written by the former CIO at Merrill Lynch.

Episode 477: Handling Midwest Mom, Some Book Recommendations, And Australians Trying To Beat The Market

Mentioned by

Ted Seides

as the author of the book, describing his portfolio management framework.

Ashvin Chhabra – The Aspirational Investor (Capital Allocators, EP.260)

Mentioned when discussing relative net worth levels and ascension, referencing Ashvin Chabra's work in this area.

64% Never Escape Level Four | Nick Maggiulli on Climbing the Wealth Ladder

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