The Books Behind the Channel

Mental Models

Poor Charlie's Almanack

Charlie Munger

Munger's multidisciplinary 'latticework of mental models.' The single best manual for thinking clearly, sidestepping dumb mistakes, and compounding judgment over a lifetime.

Mental Models

Principles: Life and Work

Ray Dalio

Ray Dalio turned running the world's biggest hedge fund into a set of repeatable, stress-tested decision rules. Steal his system for making better calls under uncertainty.

Mental Models

Thinking, Fast and Slow

Daniel Kahneman

The Nobel-winning map of the two systems running your brain — and the biases (anchoring, loss aversion, overconfidence) that quietly drain your net worth.

Risk & Uncertainty

Fooled by Randomness

Nassim Nicholas Taleb

Most 'success' is survivorship bias and luck wearing a suit. The antidote to mistaking a hot streak for skill — read it before you trust any track record, including your own.

Risk & Uncertainty

The Black Swan

Nassim Nicholas Taleb

The rare, unpredictable events move markets and history — and our models are blind to them. How to build a portfolio and a life robust to what you can't forecast.

Risk & Uncertainty

Skin in the Game

Nassim Nicholas Taleb

Never take advice from someone who doesn't share your downside. A sharp lens on incentives, risk transfer, and why real signal comes from people with something to lose.

Risk & Uncertainty

Antifragile

Nassim Nicholas Taleb

Beyond resilience: some things gain from disorder, volatility, and stress. Taleb's blueprint for a portfolio, career, and life that get stronger when things break.

Risk & Uncertainty

The Dao of Capital

Mark Spitznagel

The 'roundabout' approach — give up ground now to win bigger later. The philosophy behind patience, tail-risk hedging, and refusing to chase the crowd.

Investing & Edge

The Little Book of Common Sense Investing

John C. Bogle

The Vanguard founder's airtight case for low-cost index funds. For 95% of people, this one boring strategy beats everything clever you could try instead.

Investing & Edge

A Man for All Markets

Edward O. Thorp

The mathematician who beat blackjack, then Wall Street, with pure probability and position sizing. A masterclass in finding a real edge and betting it correctly.

Investing & Edge

The Missing Billionaires

Victor Haghani & James White

Great returns mean nothing if you size your bets wrong. The overlooked math of how much to invest and spend — the skill that actually decides who keeps their wealth.

Investing & Edge

Zero to One

Peter Thiel

Contrarian truths on building things that create real value instead of competing to death. The mindset behind outsized wealth: find the secret nobody else believes yet.

Investing & Edge

Reminiscences of a Stock Operator

Edwin Lefèvre

The century-old classic on speculation, thinly veiling legendary trader Jesse Livermore. Its lessons on crowd psychology, discipline, and risk still read as current.