Hey HN,
I am pursuing an engineering degree in Statistics, I hope to get into finance so I am interested in knowing what books you consider a must-read for someone who doesn't know almost anything about economics (from a philosophical point of view; positive vs normative economics) and finance in general to help them grow intellectually.
Thanks!
An academic reading list (i.e. university course texts) will provide you a good theoretical foundation as to how economists interpret and model real economic issues. It's important to grasp the plethora of important economic concepts like diminishing returns, comparative advantage and concepts of market efficiency (among many others things) and how they apply within micro or macro economic issues.
With some foundational knowledge in place, a good economist then goes on to relax the underlying assumptions and look for analogues in the real world. This is where the popular reading list come in, often they take a deep dive in specific areas i.e. where traditional economic assumptions break down.
In short, the academic reading list gives you a framework to understand economics. The best seller list tempers that framework with real world exceptions, paradoxes and open questions.
It's a bit disappointing to see a real academic reading list so far down this comment page (I strongly recommend looking at oli5679 suggestions). I doubt HNers would suggest reading up on javascript as a good foundation for a computer science education. Yes, you can become a well rounded computer scientist by starting on javascript. But it's more important to have a grasp on core computer science ideas like algorithm design & analysis and automata.
Much like how physics textbooks love frictionless surfaces.
One windfall of the World Wide Web are the fundamental texts now online. Many legally, through the Internet Archive, or various libraries -- the Online Library of Liberty and Mises.org, as much as I disagree with their ideological bases, have quite good collections. More in the form of illicit copies. LibGen, BookXX.org, and Sci-Hub offer access to many books and articles. Wikipedia is strong in economics, in particular offering biographies of many particular authors and theorists.
Worldcat (https://www.worldcat.org/) will help you track down published books at libraries worldwide.
Having studied economics at Uni, I'm making up for many deficiencies of my curriculum.
Of course, that's going to be mostly academic reading (textbooks, etc.). But if you want to learn the basics, it's probably safer to start there than the pop econ books (and I would dispense with most heterodox reading before you're able to assess them within a larger framework).
Two good books that haven't been mentioned here:
Economic Theory in Retrospect, by Mark Blaug. Very useful to get a good historical grounding in the main ideas that compose today's orthodox economics.
The Applied Theory of Pirce, by McCloskey. Your usual microeconomics textbook, but far more thorough, insisting a lot on grasping the intuition behind the concepts. Available for free from the author's website here: http://www.deirdremccloskey.com/docs/price.pdf
A couple of good youtube channels though! Martin Shkreli's channel and Aswath Damodaran.
Then some books might be beneficial to you but you yourself can be the judge of that. Everybody thinks they get finance and economics. They don't.
This is a ridiculous statement, especially when combined with the implication that some amateur will be able to "trade", successfully, with a bit of statistical knowledge. The fundamentals of economics and finance are stored in books. If you're starting out, you have a long way to go before you can no longer learn from them.
I do agree with your recommendations for sites. But you're going to get far more out of Prof. Damodaran's "worthless junk" textbook than you will his blog.
Fantastic read, and a great way to gain financial literacy.
Seems to be available in full and bad quality on Youtube.
It's extremely readable and funny and covers most of the situations in real life where you can apply economic concepts to understand why something is the way it is.
Understanding why countries and economies grow (and why some grow faster than others!) doesn't always fall under the "economics" umbrella but is really useful for informing policy (and a useful reminder these days, when both US presidential candidates rail against trade agreements). "From Poverty to Prosperity" lays out a very readable and convincing argument for how countries have grown and become rich. https://www.amazon.com/Poverty-Prosperity-Intangible-Liabili...
For finance I very much enjoyed The Intelligent Investor, which also (apparently) inspired Warren Buffett's investing philosophy. https://www.amazon.com/Intelligent-Investor-Definitive-Inves...
When Buffett bought Berkshire Hathaway a few years after closing the partnership, his investment philosophy had changed. Your best bet to understand his investing is to simply read his letters.
He may come across as a bit folksy or country bumpkin, but he's fairly clear in his methodology.
Here are some links you may find helpful: http://www.rbcpa.com/WEB_letters/WEB_Letters_pre_berkshire.h...
http://www.berkshirehathaway.com/letters/letters.html
Enjoy.
Schumpeter - History of economic analysis
Adam Smith - Theory of Moral Sentiments
Kaynes - The General Theory of Employment, Interest and Money
Marx - Capital
Benjamin Graham - The Intelligent Investor
Galbraith - The Affluent Society
Galbraith - The Great Crash
Milton Friedman - Capitalism and Freedom
Nassim Taleb - Black Swan
Ron Suskind - Confidence Men
Scott Patterson - Dark Pools
If you want to delve into heterodox economics afterward, start with the following:
Hayek - Individualism and Economic Order
Mises - Human Action
Rothbard - Man, Economy, State
I think he knows that, since he added a disclaimer right at the top saying these are all heavily weighted towards neoclassical econ (i.e. "modern books" ≠ new books). Which is another way of reminding the reader that they are generally older books.
But it's a good thing to do right after the starting point. Understanding the major influential figures, what their ideas were, and how those ideas were justified is important context. Each of the people on this list continue to reverberate through political economics in the most significant ways imaginable.
So it's up to OP if s/he wants to take the "classical works" route. But I'll just mention that if s/he does, this is a good list. Both in terms of the people selected and the books selected for each person.
Irrational Exuberance by Robert Shiller could be on the list above.
I would also add Veblin to this list of authors.
Also, one of my favorite overviews of economists is The Worldy Philosophers.
"Heterodox economics" is an umbrella term used to cover various approaches, schools, or traditions. These include socialist, Marxian, institutional, evolutionary, Georgist, Austrian, feminist,[3] social, post-Keynesian (not to be confused with New Keynesian),[2] and ecological economics among others.[4]
https://en.m.wikipedia.org/wiki/Heterodox_economics
Steve Keen offers a fairly compelling criticism in Debunking Economics.
Ha-Joon Chang, of LSE, has several books providing criticisms and overviews of economics, his Economics: the user's guide is a light and readable overview. http://www.worldcat.org/title/economics-the-users-guide/oclc...
(It's worth noting that Ha-Joon Chang tends toward a Marxian view and in particular is a contrarian in trade and development concepts. I happen to think his views have merits.)
There are several books which cover the history of economic thought, from more and less inclusive perspectives. Roger Backhouse's The Ordinary Business of Life is extraordinarily dry, but reasonably encompasses the mainstream. http://www.worldcat.org/title/ordinary-business-of-life-a-hi...
Heilbroner's The Worldly Philosophers is a classic: http://www.worldcat.org/title/worldly-philosophers-the-lives...
For heterodoxy, I'd add to the Austrian side:
Herman Daly on ecological economics. http://www.worldcat.org/title/ecological-economics-principle... ul it in f l. Erick D. Beinhocker's The Origin of Wealth: Evolution, complexity, and the radical remaking of economics strikes me from reviews and a brief overview as one of the more interesting recent books on economics. I've yet to read it in full. http://www.worldcat.org/title/origin-of-wealth-evolution-com...
There's slew of other books, many quite bad, on the subject. I'm largely convinced economics is vastly overdue for a robust remaking. I'm not convinced that will happen.
(It was my degree subject at uni. I've been trying to comprehend it and rationalise its vast internal contradictions and inconsistencies since.)
Personally I wouldn't place too much emphasis on outside knowledge. Basic knowledge of economics wouldn't hurt, but don't go nuts. Khan academy will give you more than enough theory. You don't want to spend all your energy developing a skill that a trained economist applicant will crush you at. Neither should you focus too much on e.g. stochastic analysis. In the real world, no-one cares whether a stochastic process is previsible or progressively measurable. But knowing how to derive Black-Scholes couldn't hurt.
So far I've msotly talked about what you shouldn't read. I'll try to talk a little bit about what you should. Read the financial press. The FT or the wall street journal, depending on where you're based. Read finance blogs. Frances coppola is good. So is the Bank of England's blog. Check out Alphaville at the FT too. You'll be expected to know what's going on in the world right now. Could you explain what QE is? For a finance job, that's more important than knowing what the IS/LM model says. What's been going on in China recently? What do you think about their currency outflows?
Know how to code. At least one of Python, Matlab or R for the buy side, one of Java or C++ for the sell side.
Most importantly, though, you should be able to demonstrate enthusiasm. Any given junior quant role will get hundreds of applications, and some demonstrable interest will put you head and shoulders above the pack. A link to some decent analysis on github would do (none of the hundred or so applicants to the last position we advertised did that). Play with some financial data. Quantopian is apparently a good resource.
I've talked about how to prepare for a general finance job. The specific reading you should do will depend on exactly what job you want. Do you want to be a quant? If so, buy side or sell side? Read up on the difference. Go check out efinancialcareers, have a look at the skills they're asking for within each sector, and take it from there.
Mostly Harmless Econometrics - Angrist and Krueger
Principles of microeconomics - Mankiw (beginner)
Intermediate microeconomics - Varian (intermediate)
You also want to cover finance and time series - I don't know what would be good there.
Regardless of who you read, it's good to be skeptical and consider their personal agenda.
Actually the first book I'd recommend would be The Worldly Philosophers, a readable history of economics
https://www.amazon.com/Worldly-Philosophers-Economic-Thinker...
A couple of more right-leaning books - Hayek, The Road to Serfdom https://www.amazon.com/Road-Serfdom-Fiftieth-Anniversary/dp/...
Friedman, Capitalism and Freedom https://www.amazon.com/Capitalism-Freedom-Anniversary-Milton...
Less right-leaning
The Marx-Engels Reader https://www.amazon.com/Marx-Engels-Reader-Second-Karl-Marx/d...
I would add that once you've understood the basics, subscribe to the economist magazine and try your best to understand the articles. Look up what you don't know until you feel comfortable reading and discussing the issues.
Whatever you do, avoid zero hedge. While there can be some intelligent and cogent analysis on there, it's mostly doom and gloom.
Capital Ideas: The Improbable Origins of Modern Wall Street by Peter L. Bernstein. A lively introduction to the theoretical foundations of modern finance and their history, Markowitz, Sharpe, etc. https://www.amazon.com/Capital-Ideas-Improbable-Origins-Mode...
The Essays of Warren Buffett : Lessons for Corporate America by Warren E. Buffett. In his own words...you can also find many if not all online, on Berkshire website https://www.amazon.com/The-Essays-Warren-Buffett-Corporate/d...
Buffett: The Making of an American Capitalist by Roger Lowenstein. Insightful biography...The Snowball was written more recently with Buffett's approval, but would read this one first https://www.amazon.com/Buffett-American-Capitalist-Roger-Low...
Common Stocks and Uncommon Profits and Other Writings by Philip A. Fisher. It's not widely appreciated, but Warren Buffett's method is 50% Ben Graham and 50% Phil Fisher. If you can find value stocks that are also great franchises, and hold onto them for dear life, you will be rich... if you also bet big, operate companies well, don't screw up, live in a bull market era and survive long enough, maybe as rich as Buffett. https://www.amazon.com/Common-Stocks-Uncommon-Profits-Writin...
The Intelligent Investor: A Book of Practical Counsel by Benjamin Graham. Classic introduction to value investing https://www.amazon.com/The-Intelligent-Investor-Practical-Co...
Unconventional Success: A Fundamental Approach to Personal Investment by David F. Swensen. Asset allocation, and the perils of mutual funds...leading endowment investor of our time (Yale) gives his advice for individuals https://www.amazon.com/Unconventional-Success-Fundamental-Ap...
The Most Important Thing: Uncommon Sense for the Thoughtful Investor by Howard Marks. Lessons in investing... at any time, any one of them can be 'the most important thing' and so they all are jointly and severally 'the most important thing'. https://www.amazon.com/The-Most-Important-Thing-Thoughtful/d...
The Investor's Anthology: Original Ideas from the Industry's Greatest Minds (Vols 1 and 2) by Charles D. Ellis (Editor), James R. Vertin (Editor). Essays from a broad selection of writers https://www.amazon.com/The-Investors-Anthology-Industrys-Inv...https://www.amazon.com/Classics-II-Another-Investors-Antholo...
The Money Masters; The New Money Masters; Money Masters of Our Time, by John Train. Methodologies of all-time great money managers, in their own words https://www.amazon.com/The-Money-Masters-John-Train/dp/08873...https://www.amazon.com/Money-Masters-Time-John-Train/dp/0887...https://www.amazon.com/New-Money-Masters-John-Train/dp/08873...
Market Wizards; The New Market Wizards; Hedge Fund Market Wizards, by Jack D. Schwager. Interviews of successful traders https://www.amazon.com/Market-Wizards-Jack-D-Schwager/dp/088...https://www.amazon.com/The-New-Market-Wizards-Conversations/...https://www.amazon.com/Hedge-Fund-Market-Wizards-Winning/dp/...
Manias, Panics, and Crashes: A History of Financial Crises by Charles P. Kindleberger. Why good markets go bad https://www.amazon.com/Manias-Panics-Crashes-Financial-Inves...
Reminiscences of a Stock Operator by Edwin Lefevre. Fictionalized biography of a famed early-20th century trader https://www.amazon.com/Reminiscences-Stock-Operator-Edwin-Le...
A Random Walk Down Wall Street: The Best and Latest Investment Advice Money Can Buy by Burton G. Malkiel. Reality check from an efficient market theorist https://www.amazon.com/Random-Walk-Down-Wall-Street/dp/03933...
This is a rollicking good read on links between Shannon, Kelly, Thorpe, who wrote 'Beat the Dealer' and was maybe the first hedge fund legend https://www.amazon.com/Fortunes-Formula-Scientific-Betting-C...
And maybe something on technical analysis, but not really sure what to recommend...a lot of people view it kind as mumbo jumbo, but I kind of think fundamentals are like playing your poker hand, technicals are like playing the opponents' tells...the chart gives you an idea of who owns it at what price, what levels might make people rethink positions. Maybe this one as an easy intro, dumb title notwithstanding https://www.amazon.com/Stan-Weinsteins-Secrets-Profiting-Mar...