I just got an email from a reader with a background in Bogleheads/Vanguard/Value investing philosophy.

They were looking for the best resources for understanding portfolio theory/diversification and risk.

This is what I sent

(Curious what else would be helpful to include)
Fooled by Randomness - really any Taleb book as they all have the same central idea but I think FBR is easiest to understand.

The idea behind the Permanent Portfolio.

This is a great primer from @joshkaufman

I just finished @ArtemisCapital and @vol_christopher's paper The Allegory of the Hawk and the Serpent and thought it was terrific - https://docsend.com/view/taygkbn 
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