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Book Description
Inside the House of Money lifts the veil on the typically opaque world of hedge funds, offering a rare glimpse at how today's highest paid money managers approach their craft. Author Steven Drobny demystifies how these star traders make billions for well-heeled investors, revealing their theories, strategies and approaches to markets. Drobny, cofounder of Drobny Global Advisors, an international macroeconomic research and advisory firm, has tapped into his network and beyond in order assemble this collection of thirteen interviews with the industry's best minds. Along the way, you'll get an inside look at firsthand trading experiences through some of the major world financial crises of the last few decades. Whether Russian bonds, Pakistani stocks, Southeast Asian currencies or stakes in African brewing companies, no market or instrument is out of bounds for these elite global macro hedge fund managers. Highly accessible and filled with in-depth expert opinion, Inside the House of Money is a must-read for financial professionals and anyone else interested in understanding the complexities at stake in world financial markets.
"The ruminations of supposedly hush-hush hedge fund operators are richly illuminating." -- New York Times
From the Inside Flap
In today's difficult investment environment, where geopolitical and social instability compound an already challenging search for higher returns, hedge funds have outperformed. As a result, assets under management have exploded and top investment talent has migrated over to hedge funds. Amidst the growth and evolution of the business, one strategy—global macro—has remained true to its original mandate of absolute return investing, which seeks outsized returns from investments anywhere in the world, in any asset class, and in any instrument.
Although successful money managers often have a reputation for being reluctant to discuss their market views and trading strategies, Inside the House of Money opens the door to the typically opaque world of hedge funds—particularly global macro investing—and offers a rare glimpse into a high-intensity environment where enormous stakes are a part of everyday life. As cofounder and partner of Drobny Global Advisors—an international macroeconomic research and advisory firm—author Steven Drobny has access to a broad selection of today's top global macro hedge fund managers. Through detailed interviews with more than a dozen of these individuals, Drobny provides you with an inside look at how these money managers view world markets and offers subtle insights into how they make money.
First, you will receive an introduction to global macro from a professional investor's perspective. Then, you will discover how some key historical events have shaped this field. You will also learn how future events, such as increased competition and specialization, are pushing today's global macro manager into the realm of global micro investing. With this information in hand, you'll go Inside the House of Money through a collection of in-depth interviews with a variety of money managers, each with a unique perspective and approach to global markets, including:
* The Family Office Manager: Jim Leitner (Falcon Management)
* The Prop Trader: Christian Siva-Jothy (SemperMacro)
* The Treasurer: Dr. John Porter (Barclays Capital)
* The Central Banker: Dr. Sushil Wadhwani (Wadhwani Asset Management)
* The Dot-Commer: Peter Thiel (Clarium Capital Management)
* The Pioneer: Jim Rogers
* The Commodity Specialist: Dwight Anderson (Ospraie Management)
* The Emerging Market Specialist: Marko Dimitrijevic (Everest Capital)
And others
Filled with in-depth insight and real-world experiences of top hedge fund traders, Inside the House of Money reveals how the best minds in the business identify and profit from opportunities in every corner of the globe.
Book Dimension
length: (cm)23.1 width:(cm)15.9
發表於2025-03-16
Inside the House of Money 2025 pdf epub mobi 電子書 下載
最經典的宏觀對衝案例莫非索羅斯攻擊英鎊瞭。全球的投機者們將索羅斯捧上神壇,正因為他在正麵交鋒中打敗瞭一個大國的央行。而從歐債演化到今天,英國人似乎應該也給索羅斯樹上一塊紀念碑。正是他的攻擊導緻瞭英國最終放棄瞭歐元,雖然英國人敗給瞭索羅斯,但今天看來,...
評分藉瞭很久,一直沒看,看之前有預感看不懂,事實果然如此。采訪瞭多位知名的基金經理,請教他們對於投資對於全球宏觀經濟的看法……完全不知道在說些什麼,隻記下一本基金經理推薦的書。 基金啊基金,一直想買傻瓜基金,卻一直都沒去做…… 110131晚外公傢
評分 評分Some meaningful trading/life experiences of macro traders; some good points of trading principles; in the end of the book there’s great descriptions about liquidity and fundamental idea of banking system. However the content sometimes is irrelevant and mea...
評分這是一群身手敏捷的高手,敏銳的捕捉各國資産錯配情況,在閤適的時機撲上去,同時加上保險。當然在不是連續計價的市場中,流動性接近於無的市況下,保險也未必有效。書中揭示瞭一場場金融戰爭中作為獵手對戰況的分析,攻擊方法雖有不同,但描述卻都直接而命中要害。也稍稍提及...
圖書標籤: 對衝基金 金融 投資 HedgeFund Investment finance Business&Investing stock
很好的講全球宏觀對衝的書,看完瞭,我這幾天多賺瞭5百萬美元,當然是給公司。
評分一般
評分還是有很多先見之明的。
評分倒看前傳。很多大勢分析相當準。 不懂Clarium怎麼輸掉的。沒查到資料。Thiel在2005和2008開年的判斷都是極好的。
評分another good piece
Inside the House of Money 2025 pdf epub mobi 電子書 下載