The Psychology of Money
Morgan Housel
Read twice, pre- and post-MBA. Start here.
What we're actually reading
The Library
The books behind the show — the ones the hosts keep on the shelf, return to, and drag into arguments on the podcast. Curated for relevance, not completeness. Mostly Sean's stack for now, with Dan's confirmed reads marked; his full shelf is on the way.
90On the shelf
87Read
2Reading now
22Cited on the show
Status
Reader
Showing 90 of 90
Money, markets, and behavior
Read
Same as Ever
Morgan Housel
The Art of Spending Money
Morgan Housel
Thinking, Fast and Slow
Daniel Kahneman
Noise: A Flaw in Human Judgment
Daniel Kahneman, Olivier Sibony, Cass Sunstein
The Undoing Project
Michael Lewis
Fooled by Randomness
Nassim Nicholas Taleb
The Black Swan
Nassim Nicholas Taleb
Antifragile
Nassim Nicholas Taleb
Sean & Dan
Superforecasting: The Art and Science of Prediction
Philip Tetlock, Dan Gardner
The methodology behind the show's predictions scorecard.
Alchemy: The Surprising Power of Ideas That Don't Make Sense
Rory Sutherland
Sean & Dan
On the showRules for Thee, Alpha for Me
Mastering the Market Cycle
Howard Marks
A Man for All Markets
Edward O. Thorp
The Misbehavior of Markets
Benoit Mandelbrot, Richard Hudson
The Intelligent Investor
Benjamin Graham
What Works on Wall Street
James O'Shaughnessy
Reminiscences of a Stock Operator
Edwin Lefèvre
Liar's Poker
Michael Lewis
The Smartest Guys in the Room
Bethany McLean, Peter Elkind
Trillion Dollar Triage
Nick Timiraos
1929: Inside the Greatest Crash in Wall Street History
Andrew Ross Sorkin
On the showThe Economics of Power
Red Notice
Bill Browder
Richer, Wiser, Happier
William Green
Money Stuff
Matt Levine
Sean & Dan
On the showRules for Thee, Alpha for Me
Stress Test: Reflections on Financial Crises
Timothy F. Geithner
Dan
Dan — "Geithner's book was excellent." Recommended on Ep 53 (recorded 2026-08-02) while working through the US Treasury's yen intervention, on the grounds that Geithner cut his teeth on the 1997–98 Asian financial crisis before the 2008 one. Sean added this to his reading queue on air ("Claude, go ahead and add that to my reading queue right now"). Dan also says he wants to reread it and find comparable books on the Asian crisis — an open request as of this entry.
How the world runs
Chip War
Chris Miller
Apple in China
Patrick McGee
Breakneck: China's Quest to Engineer the Future
Dan Wang
Material World
Ed Conway
A Splendid Exchange: How Trade Shaped the World
William Bernstein
Why Nothing Works
Marc J. Dunkelman
Sean & Dan
On the showFrameworks in the Atom Economy
How to Win a Trade War
Soumaya Keynes, Chad P. Bown
On the showGone Building
Order Without Design: How Markets Shape Cities
Alain Bertaud
The Second Estate: How the Tax Code Made an American Aristocracy
Ray D. Madoff
Boom: Bubbles and the End of Stagnation
Byrne Hobart, Tobias Huber
The End of the World Is Just the Beginning
Peter Zeihan
Sean flagged a reread on Ep 53 (recorded 2026-08-02) — enough time has passed that Zeihan's calls can be scored one way or the other. Note for anyone waiting on a follow-up: Zeihan's next book is *Acceptable Range*, a novel and the first of a trilogy, forthcoming from BenBella in early 2027. There is no announced nonfiction sequel.
Geopolitical Alpha: An Investment Framework for Predicting the Future
Marko Papić
Dan
Dan — "which is also an excellent book." Raised on Ep 53 (recorded 2026-08-02) alongside the Geopolitical Cousins podcast Papić co-hosts with Jacob Shapiro. Wiley, 2020.
Factfulness
Hans Rosling, Ola Rosling, Anna Rosling Rönnlund
On the showCrude Realities: The Organization Breathes
The Fourth Turning
William Strauss, Neil Howe
The Fourth Turning Is Here
Neil Howe
Of Boys and Men
Richard Reeves
Sean & Dan
Amusing Ourselves to Death
Neil Postman
The Sovereign Individual
James Dale Davidson, William Rees-Mogg
The Status Game
Will Storr
Escape from Freedom
Erich Fromm
The Fifth Risk
Michael Lewis
Dan
Building, making, and managing
Skunk Works
Ben R. Rich, Leo Janos
The Goal
Eliyahu Goldratt, Jeff Cox
The Phoenix Project
Gene Kim, Kevin Behr, George Spafford
Lessons from the Titans
Scott Davis, Carter Copeland, Rob Wertheimer
The Origins of Efficiency
Brian Potter
7 Powers: The Foundations of Business Strategy
Hamilton Helmer
Unreasonable Hospitality
Will Guidara
The Five Dysfunctions of a Team
Patrick Lencioni
Range: Why Generalists Triumph in a Specialized World
David Epstein
Algorithms to Live By
Brian Christian, Tom Griffiths
Thinking and connecting
The Master and His Emissary
Iain McGilchrist
The Beginning of Infinity
David Deutsch
On the showRules for Thee, Alpha for Me
Gödel, Escher, Bach: An Eternal Golden Braid
Douglas Hofstadter
Supercommunicators
Charles Duhigg
How to Know a Person
David Brooks
The Art of Gathering
Priya Parker
Give and Take
Adam Grant
On the showThe Rich Dentist and the Housing Divide
Influence, New and Expanded
Robert Cialdini
The Basic Laws of Human Stupidity
Carlo M. Cipolla
Prometheus Rising
Robert Anton Wilson
Sean & Dan
What's Our Problem?
Tim Urban
Sean & Dan
On the showWelcome to Flow City
History and wonder
Grant
Ron Chernow
The Devil in the White City
Erik Larson
Isaac's Storm
Erik Larson
The 1900 Galveston hurricane — required Houston-area reading.
A Short History of Nearly Everything
Bill Bryson
At Home: A Short History of Private Life
Bill Bryson
The Age of Wonder
Richard Holmes
A History of the World in 6 Glasses
Tom Standage
What If?
Randall Munroe
Fiction that stuck
Slaughterhouse-Five
Kurt Vonnegut
Sean collects Vonnegut firsts. Fellow Hoosier. Start here if you're new.
Breakfast of Champions
Kurt Vonnegut
Player Piano
Kurt Vonnegut
A 1952 novel about engineers automating everyone's job. Aging uncomfortably well.
The Sirens of Titan
Kurt Vonnegut
Galápagos
Kurt Vonnegut
On the showMillennials and Zoomers Lost in the Matrix
Catch-22
Joseph Heller
The Hitchhiker's Guide to the Galaxy
Douglas Adams
One Hundred Years of Solitude
Gabriel García Márquez
Moby-Dick
Herman Melville
Cannery Row
John Steinbeck
The Way of Kings
Brandon Sanderson
Florida Roadkill
Tim Dorsey
Gateway drug to a twenty-book Serge Storms habit. Not sorry.
The Giver
Lois Lowry
Sean & Dan
On the showHallucinations are Creativity
The Sympathizer
Viet Thanh Nguyen
Dan
On the showThe Economics of Power
The craft
Everybody Has a Podcast (Except You)
Justin, Travis & Griffin McElroy
Bought before the show existed. It worked.