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Below are some of the books, papers, and essays that influenced my investment approach and framework. I’ll periodically update this list, so be sure to check back in.
I’d love to hear what’s on your list. Use the comment section below to share some of your favorites. You can also use the contact form or email me directly at info “at” integratinginvestor.com.
Books
Investing
You Can Be a Stock Market Genius, by Joel Greenblatt
Margin of Safety, by Seth Klarman (this might be tricky to find but is worth the search)
Reminiscences of a Stock Operator, by Edwin Lefèvre
The Alchemy of Finance: Reading the Mind of the Market, by George Soros
History
Manias, Panics, and Crashes, by Charles P. Kindleberger
Economics
Economics in One Lesson, by Henry Hazlitt
Capitalism: The Unknown Ideal, by Ayn Rand
Who Needs The Fed?, by John Tamny
Human Action, by Ludwig von Mises
Other
The Goal: A Process of Ongoing Improvement, by Eliyahu M. Goldratt
Objective Communication: Writing, Speaking, and Arguing, by Leonard Peikoff
The DIM Hypothesis: Why the Lights of the West Are Going Out, by Leonard Peikoff
Introduction to Objectivist Epistemology, by Ayn Rand
Superforecasting: The Art and Science of Prediction, by Philip E. Tetlock and Dan Gardner
Extreme Ownership, by Jocko Willink and Leif Babin
Papers
Investing
Value and Momentum Everywhere, by Cliff Asness, Tobias J. Moskowitz, and Lasse H. Pedersen
Systematic vs. Discretionary, by AQR Capital Management
Volatility and the Allegory of the Prisoner’s Dilemma, by Chris Cole
Liquidity Cascades: The Coordinated Risk of Uncoordinated Market Participants, by Corey Hoffstein
Reach for Safety, by Johnny Kang, Tom Parker, Scott Radell, and Ralph Smith
Shift Happens: On a New Paradigm of the Markets as a Complex Adaptive System, by Michael J. Mauboussin
Who Is On The Other Side, by Michael J. Mauboussin
On the Pricing of Corporate Debt: The Risk Structure of Interest Rates, by Robert C. Merton
Economics
That Which is Seen, and That Which is Not Seen, by Frédéric Bastiat
Do Economists Reach a Conclusion on Free-Banking Episodes?, by Ignacio Briones and Hugh Rockoff
Introduction: Minsky on money, banking and finance, by Dimitri B. Papadimitriou and L. Randall Wray
What is Money?, By A. Mitchell Innes, 1913.
The Credit Theory of Money, by A. Mitchell Innes, 1913.
The ergodicity problem in economics, by Ole Peters
Egalitarianism and Inflation, by Ayn Rand
The End of Central Banking, Part I, by Richard M. Salsman
New York’s Bank: The National Monetary Commission and the Founding of the Fed, by George Selgin
The Rise and Fall of the Gold Standard in the United States, by George Selgin
Money and Collateral, by Manmohan Singh and Peter Stella
Free Banking in History and Theory, by Lawrence H. White
The Origins of Money and the Development of the Modern Financial System, by L. Randall Wray
Other
Philosophy: Who Needs It, by Ayn Rand
The Hierarchy of Knowledge: The Most Neglected Issue in Education, by Lisa Van Damme
Other
MacroVoices Eurodollar University podcast series, featuring Jeffrey Snider
