What should I read to think straight about money?

Marks echoes Taleb's Antifragile thesis in arguing that the investor's job is not to predict cycles but to build portfolios that benefit from volatility and reversion

Mastering the Market Cycle: Getting the Odds on Your Side→ cites →Antifragile

Newport references his own Digital Minimalism (2019) as a complementary investigation into technology's effect on attention. Both books were sold to Portfolio at the same time, though Digital Minimalism was published first.

A World Without Email: Reimagining Work in an Age of Communication Overload→ cites →Digital Minimalism

Clear draws on Meadows' systems thinking to argue that habits are not isolated behaviours but interconnected systems where small changes compound into remarkable results.

Atomic Habits→ cites →Thinking in Systems

Seneca's letters provide the second major philosophical source for The Daily Stoic. Holiday draws on Seneca's practical advice on manageing emotions, wealth, and mortality.

The Daily Stoic→ cites →Letters from a Stoic

Munger references The Selfish Gene as foundational to his understanding of evolutionary psychology, which he considers essential for sound investment thinking.

Poor Charlie's Almanack→ cites →The Selfish Gene

Cites Cialdini's commitment and consistency principle when explaining why people escalate losing investments

Sway→ cites →Influence

Collins directly extends his Good to Great framework, investigating what happens when great companies fail

How the Mighty Fall→ cites →Good to Great

Zuboff references Kahneman on surveillance capitalism exploiting biases.

The Age of Surveillance Capitalism→ cites →Thinking, Fast and Slow

Draws explicitly on Cialdini's reciprocity principle from Influence to explain why generosity-first networking compounds into trust and favors owed

Never Eat Alone→ cites →Influence

Cites Ariely's Predictably Irrational research on anchoring and emotional decision-making to justify why facts alone cannot persuade investors

Pitch Anything→ cites →Predictably Irrational

Lewis's portrait of investor psychology echoes Ariely's Predictably Irrational account of how anchoring and social proof distort financial judgement

The Big Short: Inside the Doomsday Machine→ cites →Predictably Irrational

Marks devotes an entire chapter on luck, skill, and randomness that opens by quoting Taleb's Fooled by Randomness, citing it as one of the most important books an investor can read

The Most Important Thing: Uncommon Sense for the Thoughtful Investor→ cites →Fooled by Randomness

Marks repeatedly invokes Taleb's Black Swan concept of rare, high-impact events when explaining why manageing risk (not chasing return) is the investor's essential task

The Most Important Thing: Uncommon Sense for the Thoughtful Investor→ cites →The Black Swan

Marks draws on Kahneman-style behavioural insights about heuristics and overconfidence to explain why the crowd routinely misprices assets and why contrarianism pays

The Most Important Thing: Uncommon Sense for the Thoughtful Investor→ cites →Thinking, Fast and Slow

Marks explicitly aligns himself with the Buffett-Munger value-investing tradition chronicled in Poor Charlie's Almanack, citing Munger's aphorisms on market psychology throughout

The Most Important Thing: Uncommon Sense for the Thoughtful Investor→ cites →Poor Charlie's Almanack