The best books on finance, business and markets.

Ray Dalio's animated 31-minute explainer of how credit, productivity and the short- and long-term debt cycles drive the economy. It is the quickest way to absorb the framework behind Bridgewater's macro investing.

Oaktree co-chairman Howard Marks's client memos since 1990 on risk, cycles, credit and investor psychology. They are the plainest-spoken education in market judgment you can get for free.

Warren Buffett's annual letters to Berkshire shareholders from 1977 to 2024, free on Berkshire's own plain website. They are the best course on capital allocation, insurance float and owner-minded investing ever written.

Henry McVey's annual and mid-year outlooks are the best-known macro writing from a private equity firm: forecasts, asset allocation calls and specific private market themes, all argued at length with data.

Torsten Slok's daily one-chart note is the fastest way to see what a top Wall Street economist is watching: rates, AI capex, credit, housing, energy and private markets, each with a bottom line.

J.P. Morgan Asset Management's quarterly chartbook of about 70 slides on equities, the economy, rates, credit, global markets and alternatives. It is the fastest way to get the current market picture onto one desk.