Resources

The books I keep coming back to that have actually changed the way I think.

Some of these are famous enough that you've probably seen them recommended a hundred times. They deserve it.

Start here

📖 The Psychology of Money by Morgan Housel. The one I’d hand someone before any other. Housel’s argument is that financial outcomes come down to behavior far more than intelligence.

📖 The Simple Path to Wealth by JL Collins. The clearest case ever written for low-cost index funds and leaving them alone. This is the whole investing playbook for most people, in a weekend.

📖 Die With Zero by Bill Perkins. The counterweight to every save-more book on the shelf. Perkins asks what the point of a giant portfolio is if you die without using it.

Become better at investing

📖 The Most Important Thing by Howard Marks. The closest thing to an equity research education you’ll get from one book. Marks teaches you to think about risk, cycles, and what’s already priced in.

📖 Thinking in Bets by Annie Duke. A good call can lose and a bad call can win, and if you grade yourself only on outcomes you’ll abandon a good process at exactly the wrong moment. I think about this one constantly.

📖 You Can Be a Stock Market Genius by Joel Greenblatt. An outline of the special situations where the market reliably misprices things for structural reasons. If you’re going to pick individual stocks, this is the playbook for the setups that actually have a chance of working.

📖 The Dhandho Investor by Mohnish Pabrai. The cleanest practical book on asymmetric investing. Pabrai’s whole thesis fits in one line, “heads I win, tails I don’t lose much,” and it’s the operational version behind Asymmetric Bets.

Investing in the age of AI

📖 Co-Intelligence by Ethan Mollick. What AI actually does well and where it fails. AI can be brilliant in one spot and useless right next to it, which is exactly what I’ve found using these tools for investment research. Knowing the difference is what makes these tools useful.

📖 Superforecasting by Philip Tetlock. Tetlock studied what separates people who predict well from people who just sound confident, and the gap turns out to be enormous. This is why AI sounding sure of itself tells you nothing about whether it’s right.

📖 The Signal and the Noise by Nate Silver. How experts in different fields handle uncertainty, and why most of them are worse at it than they think. Useful background for why “the model said so, and it sounded confident” is the worst possible reason to trust a number.

🎧 All of these are on Audible, and the free trial gives you one credit to start.

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