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The New Rules of Investing
Essential Wealth Strategies for Turbulent Times
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Narrated by:
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Mike Lenz
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Mark Haefele
About this listen
The rules for investing have changed. Don’t get left behind. Reboot your approach with this timely guide from a wealth management powerhouse.
It’s not hard to grasp why we need to change the way we think about investing. Over the past twenty-five years, new developments in world affairs, demographics, technology, and more have disrupted the old reality—and these changes directly affect the financial markets and your individual portfolio. Stock picking and Buffett-style investing are the financial tools of a bygone era, yet many investors are confused about what should take their place. So what do you need to know to protect and grow your wealth in these turbulent times?
As the chief investment officer of UBS, the world’s largest and only truly global wealth manager, Mark Haefele oversees the team that manages and advises around $4 trillion of clients’ invested wealth. Mark has spent decades advising investors of all kinds—from high school students to government officials and UBS’s unique global roster of billionaires. This has enabled him to sharpen his perspective while watching the old rules fall by the wayside.
In this playbook for protecting and growing your wealth, Haefele shares the investing strategies he uses at UBS and distills his battle-tested philosophy into a set of actionable rules that can guide you into a secure financial future. You’ll walk away knowing
- How to follow the money—see where governments are investing and how this insight can drive your own investment decisions.
- Why you should allocate assets and think about your wealth in three portfolio “buckets” that cover short-term, long-term, and legacy scenarios.
- How understanding yourself and your personal money issues pays off—literally.
- How to get results beyond the balance sheet via impact investing, which allows you to grow your portfolio while benefitting causes you care about.
Accessible explanations, client case studies, personal stories, and bottom-line summaries make The New Rules of Investing a resource you’ll consult time after time. Whether you’re a novice working with a financial advisor, an experienced investor, or an investment professional, you’ll be better equipped to manage your wealth more efficiently, calmly, and successfully.
©2025 Mark Haefele (P)2025 HarperCollins LeadershipListeners also enjoyed...
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Long-Term Secrets to Short-Term Trading
- By: Larry Williams
- Narrated by: Mike Norgaard
- Length: 9 hrs and 59 mins
- Unabridged
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From Larry Williams—one of the most popular and respected technical analysts of the past four decades—Long-Term Secrets to Short-Term Trading, Second Edition provides the blueprint necessary for sound and profitable short-term trading in a post-market meltdown economy. In this updated edition of the evergreen trading book, Williams shares his years of experience as a highly successful short-term trader, while highlighting the advantages and disadvantages of what can be a very fruitful yet potentially dangerous endeavor.
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Well worth it but missing accompanying pdf.
- By Amazon Customer on 01-28-25
By: Larry Williams
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The Humble Investor
- How to Find a Winning Edge in a Surprising World
- By: Daniel Rasmussen
- Narrated by: Todd Kramer
- Length: 5 hrs and 9 mins
- Unabridged
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Why just be contrarian when you can bet against consensus and be right? Through a meta-analysis of what moves markets and what drives human behavior, New York Times bestselling author and founder of Verdad Advisers, Daniel Rasmussen cuts through the 60/40 portfolio, exposing where empirical evidence shows the best opportunities—and where projections, models, and experts often fail—to create an asset allocation that can withstand the tests of time.
By: Daniel Rasmussen
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The Little Book of Bitcoin
- What You Need to Know That Wall Street Has Already Figured Out
- By: Anthony Scaramucci, Michael Saylor - foreword
- Narrated by: Anthony Scaramucci, Dean Gallagher
- Length: 5 hrs and 38 mins
- Unabridged
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Founder and comanaging partner of SkyBridge Capital Anthony Scaramucci delivers a comprehensive guide to understand disruption in the financial industry as a result of the emergence and increasing prominence of digital asset technology. This book runs the gambit from basic concepts all the way to implications of decentralized finance on the financial industry and society as a whole.
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Good Summary of the Journey of Bitcoin so far
- By Ronald Bracho on 02-19-25
By: Anthony Scaramucci, and others
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How to DAO
- Mastering the Future of Internet Coordination
- By: Kevin Owocki, Puncar, Don Tapscott - foreword
- Narrated by: Brian Troxell
- Length: 6 hrs and 3 mins
- Unabridged
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By now you’ve heard the buzz about Decentralized Autonomous Organizations (DAOs), and how they are going to redefine how we work and earn. But when you peel away the hype and tech jargon, what are they really? In How to DAO, industry veterans Kevin Owocki and Puncar take you on an illuminating journey into the world of groundbreaking change, exploring the principles of decentralized finance, and teaching the brass tacks of setting up and managing your own DAO, from smart contracts to governance and innovation.
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In depth knowledge
- By OlaDELe on 02-14-25
By: Kevin Owocki, and others
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ChatGPT Wealth Blueprint
- Mastering AI for Maximum ROI – The Definitive 3-in-1 Guide
- By: Jordan Ashwood
- Narrated by: Christian Nova
- Length: 12 hrs and 37 mins
- Unabridged
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Unlock the secrets of wealth creation through artificial intelligence with ChatGPT Wealth Blueprint: Mastering AI for Maximum ROI – The Definitive 3-in-1 Guide by Jordan Ashwood. This concise and comprehensive book is designed for entrepreneurs, business professionals, and AI enthusiasts looking to leverage ChatGPT for maximum financial returns.
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Wealth creation simplified
- By Isiah Lyons on 01-04-25
By: Jordan Ashwood
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Really Rich
- The Ten Future-Proof Behaviors That Create Wealth
- By: Nicholas Crown
- Narrated by: Nicholas Crown
- Length: 7 hrs and 33 mins
- Unabridged
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From the creator of the viral series Rich vs. Really Rich, comes a modern formula for building wealth in today’s economy that optimizes your quality of life over the amount in your bank account. Really Rich is a timely work of prescriptive finance by social media influencer and entrepreneur Nicholas Crown. Crown provides listeners with an original ten-point formula for building wealth and happiness.
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down to earth, practical advice
- By lovinlife on 02-22-25
By: Nicholas Crown
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Long-Term Secrets to Short-Term Trading
- By: Larry Williams
- Narrated by: Mike Norgaard
- Length: 9 hrs and 59 mins
- Unabridged
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Overall
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Performance
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Story
From Larry Williams—one of the most popular and respected technical analysts of the past four decades—Long-Term Secrets to Short-Term Trading, Second Edition provides the blueprint necessary for sound and profitable short-term trading in a post-market meltdown economy. In this updated edition of the evergreen trading book, Williams shares his years of experience as a highly successful short-term trader, while highlighting the advantages and disadvantages of what can be a very fruitful yet potentially dangerous endeavor.
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Well worth it but missing accompanying pdf.
- By Amazon Customer on 01-28-25
By: Larry Williams
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Rethinking Work
- Seismic Changes in the Where, When, and Why
- By: Rishad Tobaccowala
- Narrated by: Tom Parks
- Length: 7 hrs and 56 mins
- Unabridged
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We have a choice. We can either be reactive and struggle to adjust to transformational events on the fly, or we can be proactive and control the narrative—reinventing work to align with the evolving environment. Futurist Rishad Tobaccowala has had a highly successful career because he has anticipated and capitalized on emerging trends. In Rethinking Work, Rishad outlines the reasons why being proactive in this era of unprecedented change is the only way organizations will survive and thrive.
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Ace, Marvel, Spy
- A Novel of Alice Marble
- By: Jenni L. Walsh
- Narrated by: Gail Shalan
- Length: 9 hrs and 24 mins
- Unabridged
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At seventeen, Alice Marble has no formal tennis skills and no coach. What she does have is an ability to hit the ball as hard as she can and a strong desire to prove herself. With steadfast determination and one sacrifice after another, Alice plays her heart out on the courts of the rich and famous, at national tournaments, and—the greatest of them all—at Wimbledon, rising to be one of the top-ranked players in the world.
By: Jenni L. Walsh
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The Survivor
- How I Made it Through Six Concentration Camps and Became a Nazi Hunter
- By: Josef Lewkowicz
- Narrated by: Price Waldman
- Length: 9 hrs and 49 mins
- Unabridged
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When Nazi forces entered Kraków, Poland in 1939, unexpected and unresisted, Josef Lewkowicz's life became a nightmare overnight as he and his family were rounded up and sent to concentration camps across German-occupied territory. It wasn't long before Josef found himself face-to-face with SS kommandant Amon Goeth, whose brutality was made infamous by the film Schindler's List. As Josef struggled to survive the violence, horror, and degradations of one prison camp after another—he was kept alive only by his faith and his profound sense of justice.
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Vivid Depictions You Will Not Forget
- By Justin Schneider on 02-19-25
By: Josef Lewkowicz
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The Money School
- 12 Simple Lessons to Master Financial Markets and Investing
- By: Nicole Lapin
- Narrated by: Nicole Lapin
- Length: 7 hrs and 43 mins
- Unabridged
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Nicole Lapin gets into the nitty gritty of stocks and bonds, touching on how people talk about them and how they can invest in them as part of their investment portfolio.
By: Nicole Lapin
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How to Achieve Financial Independence and Retire Early
- By: JD Roth, The Great Courses
- Narrated by: JD Roth
- Length: 4 hrs and 39 mins
- Original Recording
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In this audiobook, Roth takes you inside the trending world of financial independence and early retirement, giving you the tools both to achieve financial independence and to improve the quality of your everyday life. You'll explore the ins and outs of the "FIRE movement", a collection of ideas and habits that allow people to manage their money so they can quit working while they're young. You'll consider the shockingly simple math behind financial freedom.
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I expected more from a great courses audio book
- By Tony on 03-07-21
By: JD Roth, and others
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How to Retire
- 20 Lessons for a Happy, Successful, and Wealthy Retirement
- By: Christine Benz
- Narrated by: Laurel Lefkow, Rachel Handshaw, Nezar Alderazi
- Length: 10 hrs and 43 mins
- Unabridged
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What are the secrets to a healthy, happy, and wealthy retirement? To answer that question, longtime Morningstar columnist and podcaster Christine Benz asked 20 retirement thought leaders to go deep on a single lesson that they believe contributes to success in retirement. These lessons range from nitty gritty financial matters to quality-of-life considerations that help pre-retirees and retirees maximize their “time on earth” allocations.
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Had to return the audiobook
- By Kavita B on 09-29-24
By: Christine Benz
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Tax-Free Wealth
- How to Build Massive Wealth by Permanently Lowering Your Taxes
- By: Tom Wheelwright CPA, Robert Kiyosaki - foreword
- Narrated by: Tom Wheelwright CPA
- Length: 8 hrs and 50 mins
- Unabridged
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Tax-Free Wealth: How to Build Massive Wealth by Permanently Lowering Your Taxes (Third Edition) by Tom Wheelwright® is a comprehensive guide that unveils strategic approaches to minimizing tax liabilities and accumulating significant wealth. As an acclaimed CPA and World-Renowned Expert on Tax, Wheelwright revisits and updates his groundbreaking work where readers are introduced to a wealth-building philosophy that revolves around using the tax code as a roadmap to building wealth in a way that makes taxes fun, easy, and understandable.
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Basically the message is own a business. Thanks
- By Amazon Customer on 09-16-24
By: Tom Wheelwright CPA, and others
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The Only Technical Analysis Book You Will Ever Need
- By: Brian Hale
- Narrated by: Rush Stone
- Length: 4 hrs
- Unabridged
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Here’s the “old-fashioned” strategy that billionaire Warren Buffett uses to earn 20 percent returns on his stock investments year after year.
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Worthless drivel
- By JOHN E JANIEC on 08-22-23
By: Brian Hale
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In This Economy?
- How Money & Markets Really Work
- By: Kyla Scanlon, Morgan Housel - foreword
- Narrated by: Kyla Scanlon, Morgan Housel
- Length: 9 hrs and 38 mins
- Unabridged
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Is our national debt really a threat? What is a “mild” recession, exactly? If you’re worried about your bank account balance, job security, or mortgage rate, what data should you be keeping tabs on? For anyone trying to make sense of disorienting headlines, there’s no better interpreter than Kyla Scanlon. Through her trademark blend of witty illustrations, creative analogies, and insights from behavioral economics, literature, and philosophy, Scanlon breaks down everything you need to know about how money and markets really work.
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Kyla Scanlon covers the rise of investment communities and the way towards economic integration through an abundance mindset.
- By Hoiping Ngo on 08-13-24
By: Kyla Scanlon, and others
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Investing for Passive Income
- Get Up to 10% Dividends Each Year and Make Money for Retirement with Dividend Growth Stocks, MLPs and REITs
- By: Freeman Publications
- Narrated by: Mark Greenberg
- Length: 10 hrs and 9 mins
- Unabridged
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With interest rates rising, your cash could now finally earn you some interest income. Well…it could…but it may not be doing so. You see, many financial institutions are not passing along higher interest to their customers.
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Not a good dividend book. All over the place.
- By Rich B on 09-09-24
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Mindmasters
- The Data-Driven Science of Predicting and Changing Human Behavior
- By: Sandra Matz
- Narrated by: Anna Caputo
- Length: 6 hrs and 8 mins
- Unabridged
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Columbia Business School professor Sandra Matz reveals in fascinating detail how big data offers insights into the most intimate aspects of our psyches and how these insights empower an external influence over the choices we make. This can be creepy, manipulative, and downright harmful, with scandals like that of British consulting firm Cambridge Analytica being merely the tip of the iceberg.
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boring redundant
- By Linda Mueller on 02-21-25
By: Sandra Matz
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Gambling Man
- The Secret Story of the World's Greatest Disruptor, Masayoshi Son
- By: Lionel Barber
- Narrated by: Keong Sim
- Length: 12 hrs and 25 mins
- Unabridged
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As Wall Street swooned and boomed through the last decade, our livelihoods have—now more than ever—come to rely upon the good sense and risk appetites of a few standout investors. And amidst the BlackRocks, Vanguards, and Berkshire Hathaways stands arguably the most iconoclastic of them all: SoftBank’s Masayoshi Son. In Gambling Man, the first Western biography of Son, the self-professed unicorn hunter, we go behind the scenes of the world’s most monied halls of power in New York, Tokyo, Silicon Valley, Saudi Arabia, and beyond.
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Degenerate Gambler
- By Lisa M. on 02-05-25
By: Lionel Barber