Category

Macroeconomics

Books on debt cycles, rates, inflation, geopolitics, and the larger forces that move economies and markets.

Mastering the Market Cycle

Howard Marks

A practical framework for understanding cycles, psychology, and market timing.

Intermediate

Principles for Navigating Big Debt Crises

Ray Dalio

A deep study of debt cycles, deleveraging, and macroeconomic breakdowns.

Advanced

Principles for Dealing with the Changing World Order

Ray Dalio

A macro-historical framework for understanding shifts in global power and markets.

Advanced

How Countries Go Broke

Ray Dalio

An accessible view of sovereign debt, fiscal breakdown, and macro fragility.

Intermediate

Breakneck

Dan Wang

A sharp look at industrial systems, technology, and geopolitical production power.

Advanced