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Understanding the psychology behind financial booms and busts; informing a cycle-aware investing approach
"One is A Short History of Financial Euphoria by John Kenneth Galbraith. This was very influential in my thinking and it teaches you about the mental weakness that gives rise to booms and busts. Taking an objective view of cycles is a big part of what I do, ..."
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"John Kenneth Galbraith's book called the short history of financial euphoria. That was really pivotal for me."