Reading List

Books • Essays • Reports • Patterns

Reading List

Books, essays, reports and ideas that shape how I think about business, growth, strategy, technology, economics, geopolitics, history and leadership.

Strategy

Competitive advantage, business models, execution, decision-making and market choices.

Economics

Incentives, markets, capital, productivity, trade, money, inequality and policy.

Geopolitics

Global power, trade, technology, geography, energy, supply chains and national competition.

World History

Civilizations, empires, wars, institutions, trade, revolutions, leadership and historical patterns.

China

Chinese history, economy, culture, politics, technology, business and global competition.

Technology & AI

AI, platforms, automation, digital transformation, software, data and future of work.

How I read

I read to find patterns.

01

What does this explain?

02

Where else have I seen this pattern?

03

How does this apply to business, countries or leadership?

04

What assumption does this challenge?