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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



The Acquirer’s Multiple, by Tobias E. Carlisle

Capital Returns, by Edward Chancellor

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

Market Wizards, by Jack Schwager

The Alchemy of Finance: Reading the Mind of the Market, by George Soros


Lords of Finance, by Liaquat Ahamed

The History of Banks, by Richard Hildreth

Manias, Panics, and Crashes, by Charles P. Kindleberger

Gold and Liberty, By Richard M. Salsman


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


Game Theory: A Very Short Introduction, by Ken Binmore

Complexity: A Guided Tour, by Melanie Mitchell

Introduction to Objectivist Epistemology, by Ayn Rand

The Art of War, by Sun Tzu

Superforecasting: The Art and Science of Prediction, by Philip E. Tetlock and Dan Gardner

Extreme Ownership, by Jocko Willink and Leif Babin

The DIM Hypothesis: Why the Lights of the West Are Going Out, by Leonard Peikoff



Value and Momentum Everywhere, by Cliff Asness, Tobias J. Moskowitz, and Lasse H. Pedersen

Systematic vs. Discretionary, by AQR Capital Management

A Decade of Duration Times Spread, Barclays Research 

Accelerating Learning in Active Management: The Alpha-Brier Process, by Joseph A. Cerniglia and Philip E. Tetlock

Volatility and the Allegory of the Prisoner’s Dilemma, by Chris Cole 

Market force, ecology and evolution, by J. Doyne Farmer

Epsilon Theory Manifesto, by Ben Hunt

Revisiting Market Efficiency: The Stock Market as a Complex Adaptive System, by Michael J. Mauboussin, 2002.

Factors from Scratch, by Jesse Livermore, Chris Meredith, CFA, and Patrick O’Shaughnessy, CFA

Literature Review: Technical Analysis – Modern Perspectives, by Gordon Scott, CMT, Michael Carr, CMT, and Mark Cremonie, CMT, CFA

Investing in the Unknown and Unknowable, by Richard J. Zeckhauser


That Which is Seen, and That Which is Not Seen, by Frédéric Bastiat

Introduction: Minsky on money, banking and finance, by Dimitri B. Papadimitriou and L. Randall Wray

Egalitarianism and Inflation, by Ayn Rand

The End of Central Banking, Part I, by Richard M. Salsman

Do Economists Reach a Conclusion on Free-Banking Episodes?, by Ignacio Briones and Hugh Rockoff

Less Than Zero, by George Selgin

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

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


Shift Happens: On a New Paradigm of the Markets as a Complex Adaptive System, by Michael J. Mauboussin

Revisiting Market Efficiency: The Stock Market as a Complex Adaptive System, by Michael J. Mauboussin

Capital Ideas Revisited: The Prime Directive, Sharks, and The Wisdom of Crowds, by Michael J. Mauboussin

Winning the Easy Game: Skill and the Ability to Extract Value, by Michael J. Mauboussin, Dan Callahan, CFA, and Darius Majd

Who Is On The Other Side, by Michael J. Mauboussin

Looking for Easy Games in Bonds, by Michael J. Mauboussin

Looking for Easy Games: How Passive Investing Shapes Active Management, by Michael J. Mauboussin, Dan Callahan, CFA, and Darius Majd


Philosophy: Who Needs It, by Ayn Rand

The Hierarchy of Knowledge: The Most Neglected Issue in Education, by Lisa Van Damme


MacroVoices Eurodollar University podcast series, featuring Jeffrey Snider