Michael Lewis is one of the most successful non-fiction authors alive. He has been acclaimed as a genius by Malcolm Gladwell and as the best current writer in America by Tom Wolfe. In a series of titles that have sold 9 million copies worldwide, he has lifted the lid on the biggest stories of our times, enthralling readers with his knack for humanising complex subjects and giving them the page-turning urgency of the best thrillers. Liar’s Poker is the cult classic that defined Wall Street during the 1980s; Moneyball was made into a film with Brad Pitt; Boomerang was a breakneck tour of Europe’s post-crunch economy; and The Big Short was made into a major Oscar-winning film starring Christian Bale, Ryan Gosling and Steve Carell. In November 2017 Lewis came to the Intelligence Squared stage, where he was joined by Stephanie Flanders, former economics editor at the BBC.
Discussing the themes of his latest book, The Undoing Project: A Friendship that Changed the World, they explored the extraordinary story of the relationship between Daniel Kahneman and Amos Tversky – a collaboration which created the field of behavioural economics. This is the theory which shows that human beings are not the rational creatures we imagined ourselves to be, and has revolutionised everything from big data to medicine, from how we are governed to how we spend, from high finance to football. It won Kahneman the Nobel Prize in economics in 2002 – the first time the award had gone to a psychologist.
Link to book here
Alkeon on why this is one of the best eras for stock picking ever [Q4 Letter]
Alkeon Growth Partners was up 11.42% net for the fourth quarter, bringing its full-year return to 54.4% for 2020. The MSCI AC World returned 14.35% for the fourth quarter and 14.34% for the full year. Q4 2020 hedge fund letters, conferences and more The best environment for stock picking In their fourth-quarter letter to Read More