Spot financial bubbles by combining FOMO psychology, crowd dynamics, historical pattern-matching, and the market-cap-to-GDP ratio.
Is the AI Bubble About to Burst? · Henrik Zeberg
Finance depends on performance and narrative — remove the theater and the market ceases to exist
The Problem With Passive Investing Nobody Talks About · Philip Roscoe
Four sociological markers that signal speculative mania — regardless of asset class
If You Understand This, You'll Never Fear a Market Crash Again · William J. Bernstein
Crashes are more frequent since 1980 — understand why before assuming the next one
The Next Global Crash Is Inevitable - Top Economist · Linda Yueh
Remove the punch bowl before the party peaks — not after the crash
The Next Global Crash Is Inevitable - Top Economist · Linda Yueh
Lock onto a multi-decade technology trend, then hold through every crash
Can 'The World's Craziest Investor' Teach You About Risk? · Lionel Barber
The technology can win even as the stocks lose.
This Is How You Build Wealth · Richard Coffin (The Plain Bagel)
Reps and time-in-market beat any clever strategy refinement.
The Investing Advice I Wish I Knew Earlier · Toby Newbatt
Shared stories drive cooperation — divergence from reality breeds conflict
Yuval Noah Harari: An Urgent Warning They Hope You Ignore. More War Is Coming! · Yuval Noah Harari
Understand and navigate big debt crises using the four levers of deleveraging
Big Debt Crises · Ray Dalio
You may not know where you're going, but you must know where you are
Howard Marks — How to Invest with Clear Thinking · Howard Marks
Avoiding wealth destruction
The Bitcoin Standard · Saifedean Ammous
When the future is uncertain, let strategy emerge through learning; when the path is clear, execute deliberately
The Innovator's Solution · Clayton M. Christensen & Michael E. Raynor
Lead by fully embracing reality rather than fighting to impose your vision
The Surrender Experiment · Michael A. Singer
Learn the recurring patterns of speculative manias to protect your wealth
A Random Walk Down Wall Street · Burton G. Malkiel
Stock prices move unpredictably, so stop trying to outsmart the market
A Random Walk Down Wall Street · Burton G. Malkiel
Be fearful when others are greedy, and greedy when others are fearful
The Intelligent Investor · Benjamin Graham
Your biggest investment risk is not the market — it is your own behavior
The Intelligent Investor · Benjamin Graham
Treat the market as an emotional partner offering prices, not as a guide to value
The Intelligent Investor · Benjamin Graham
Validate your venture against seven critical dimensions before building
Zero to One: Notes on Startups, or How to Build the Future · Peter Thiel & Blake Masters