Benjamin Graham’s Spinoza connection

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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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