Money 2020

The Psychology of Money

Morgan Housel

General, the track now showing
#5
ADHD
#9

Argues correctly that financial outcomes depend more on behaviour, patience and avoiding ruin than on cleverness, which is the part of money that transfers across every country and income level. Short, and its lessons apply whether you earn 3,000 or 300,000 a year.

The chapter guide

Doing well with money depends far more on how you behave under uncertainty than on what you know, and the winning behaviours are surviving, saving, and leaving things alone long enough to compound.

  1. Ch 1: No One’s Crazy

    Your money behaviour was formed by the tiny slice of economic history you happened to live through.

  2. Ch 2: Luck & Risk

    Outcomes are driven by forces outside individual effort; be careful whom you copy.

  3. Ch 3: Never Enough

    The goalpost moves; people with everything risk it all for more.

  4. Ch 4: Confounding Compounding

    Buffett’s fortune came from duration, not from unusual returns.

  5. Ch 5: Getting Wealthy vs. Staying Wealthy

    Getting money takes risk; keeping it takes humility and survival.

  6. Ch 6: Tails, You Win

    A tiny number of events drive the majority of outcomes.

  7. Ch 7: Freedom

    Control over your time is the highest dividend money pays.

  8. Ch 8–9: Man in the Car Paradox; Wealth is What You Don’t See

    Nobody is impressed by your possessions, and real wealth is the spending you did not do.

  9. Ch 10: Save Money

    Your savings rate matters more than income or investment returns, and you do not need a specific reason to save.

  10. Ch 11: Reasonable > Rational

    A plan you will actually stick to beats an optimal one you will abandon.

  11. Ch 12: Surprise! (history is not a map)

    The most consequential events are the ones nobody forecast, so history is a poor guide to specifics.

  12. Ch 13: Room for Error

    Build a margin of safety so that being wrong is survivable.

  13. Ch 14: You’ll Change

    The end-of-history illusion: you will want different things, so avoid extreme commitments.

  14. Ch 15: Nothing’s Free

    Volatility is the fee for returns, not a fine for doing something wrong.

  15. Ch 16–18: You & Me; The Seduction of Pessimism; When You’ll Believe Anything

    Investors play different games; pessimism sounds smarter than optimism; we believe stories that flatter what we want.

  16. Ch 19–20: All Together Now; Confessions

    A summary chapter and a disclosure of Housel’s own boring portfolio.

  17. Postscript: A Brief History of Why the U.S. Consumer Thinks the Way They Do

    Post-war American economic history explaining modern US debt culture.

  18. What the book leaves out: the mechanics of ADHD money leakage

    The book is about behaviour under uncertainty, not about running a household’s admin.

Scorecard

Universality
4 of 5
Evidence
3 of 5
Reread value
3 of 5