Ray Dalio is the founder, Co-Chief Investment Officer and Co-Chairman of Bridgewater Associates. Bridgewater is a global asset manager and leader in institutional portfolio management as well as the largest hedge fund in the world. Under Ray s guidance, Bridgewater has developed a distinctive culture, an idea-meritocracy that produces meaningful work and meaningful relationships through radical truth and radical transparency that is the foundation of the firm s success. Since starting Bridgewater out of his two-bedroom apartment in New York in 1975, Ray has grown the firm into the largest hedge fund in the world, the 5th most important company in the U.S. according to Fortune Magazine, and has led it to make more money for clients than any other hedge fund since its inception, according to LCH Investments. For his innovative work as well as being a valued advisor to many global policy makers, Ray has also been called the Steve Jobs of Investing by CIO Magazine and Wired Magazine, and been named one of TIME Magazine s 100 Most Influential People. Over the past three decades, he wrote down his decision-making criteria and has recently passed along his principles and tools through his book, Principles: Life & Work, a New York Times #1 Bestseller and Amazon #1 Business Book of 2017.
发表于2024-11-02
Big Debt Crises 2024 pdf epub mobi 电子书
徐瑾 当2008年金融危机过去十年,全球关于债务的担忧始终存在。债务到底是什么?债务问题如何解决?中国在其中又扮演什么角色? 债务的本质,其实就是钱,或者说货币。全球最大对冲基金公司桥水创始人达利欧,书中货币、债务和信贷总是被一同提起。他将三者关系如下定义,“信...
评分这本书是深刻却又浅显好懂的经典。 说他浅显,是因为Ray Dilio从来都很少使用专业的经济学、金融学术语,分析问题也不是建立在经典的经济教材的理论框架上。他一直都是从基本的常识出发,基于逻辑论证,演绎出一个用来观察宏观问题的理论框架。这里说的常识包括:借钱有助于提...
评分我再一次在北京见到了瑞·达利欧。上一次是他的那本火到不行的《原则》推介活动上,这一次则是因为另外一本被译作《债务危机》的新作品。活动设计略显冗长,但我还是呆到了结束。达里欧给我们这些有书的人签了名。当他接过我手中的他的书,用力写下自己的名字 Ray Dalio的时刻...
评分徐瑾 当2008年金融危机过去十年,全球关于债务的担忧始终存在。债务到底是什么?债务问题如何解决?中国在其中又扮演什么角色? 债务的本质,其实就是钱,或者说货币。全球最大对冲基金公司桥水创始人达利欧,书中货币、债务和信贷总是被一同提起。他将三者关系如下定义,“信...
评分图书标签: 金融 经济 经济学 经济危机 债务 经济周期 投资 经济金融
"Ray Dalio's excellent study provides an innovative way of thinking about debt crises and the policy response." - Ben Bernanke
"Ray Dalio's book is must reading for anyone who aspires to prevent or manage through the next financial crisis." - Larry Summers
"A terrific piece of work from one of the world's top investors who has devoted his life to understanding markets and demonstrated that understanding by navigating the 2008 financial crisis well." - Hank Paulson
"An outstanding history of financial crises, including the devastating crisis of 2008, with a very valuable framework for understanding why the engine of the financial system occasionally breaks down, and what types of policy actions by central banks and governments are necessary to resolve systemic financial crises. This should serve as a play book for future policy makers, with practical guidance about what to do and what not to do." - Tim Geithner
On the 10th anniversary of the 2008 financial crisis, one of the world's most successful investors, Ray Dalio, shares his unique template for how debt crises work and principles for dealing with them well. This template allowed his firm, Bridgewater Associates, to anticipate events and navigate them well while others struggled badly.
As he explained in his #1 New York Times Bestseller, Principles: Life & Work, Dalio believes that most everything happens over and over again through time so that by studying their patterns one can understand the cause-effect relationships behind them and develop principles for dealing with them well. In this 3-part research series, he does that for big debt crises and shares his template in the hopes reducing the chances of big debt crises happening and helping them be better managed in the future.
The template comes in three parts provided in three books: 1) The Archetypal Big Debt Cycle (which explains the template), 2) 3 Detailed Cases (which examines in depth the 2008 financial crisis, the 1930's Great Depression, and the 1920's inflationary depression of Germany's Weimar Republic), and 3) Compendium of 48 Cases (which is a compendium of charts and brief descriptions of the worst debt crises of the last 100 years). Whether you're an investor, a policy maker, or are simply interested, the unconventional perspective of one of the few people who navigated the crises successfully, A Template for Understanding Big Debt Crises will help you understand the economy and markets in revealing new ways.
Ray Dalio的现实主义贯穿始终,在解决债务危机面前,道德是次要的。
评分简单又能把事情说明白
评分Simply the best hypothesis, and proven.
评分????其实去杠杆还有第五个方法,消灭债权人 from weibo
评分这是一本全景纪实书,反映了桥水对债务危机的研究。虽然是一家之言,但是可以拿来跟《大而不倒》交叉看。第一部分的理论和第二部分的案例教学是精华,Ray保持了足够的中立性。
Big Debt Crises 2024 pdf epub mobi 电子书