Ray Dalio is the founder and cochairman of Bridgewater Associates, which, over the last forty years, has become the largest and best performing hedge fund in the world. Dalio has appeared on the Time 100 list of the most influential people in the world as well as the Bloomberg Markets list of the 50 most influential people. He is the author of Principles, Big Debt Crisis, and Principles for Dealing with the Changing World Order. He lives with his family in Connecticut.
发表于2024-12-24
Principles for Dealing with the Changing World Order 2024 pdf epub mobi 电子书
一些重大事态发展,在我的有生之年里,这些事件从未发生过,但在历史上曾多次出现。 和平与繁荣时期比萧条、革命与战争时期持续的时间长得多。二者的比率通常约为5:1。所以可以说萧条、革命与战争时期是和平与繁荣时期之间的过渡阶段。 就像许多事物一样,在人的一生中,重大的...
评分时至今日,所有关于趋势的论述都不能脱离历史数据的演绎,在长周期内寻找锚点一直以来都是考证某种观点的必然途径,所有一切的发展都是有迹可循的,现在发生的某段进程都很可能是过去某段进程在不同阶段的重复和体现,可能只有细节不同而已。 为什么要在长周期内探讨很多问题的...
评分1 任何事物都有着一定的周期性,并会在历史的车轮中,不断围绕着周期进行永久循环。(资本市场 国家政权 人的一生都有着强烈的周期性)。 2 要想把握全局,就不能着眼于细节。 3 未来的时代将与我们有生之年所经历的时代完全不同,但与历史上的许多时代有着相似之处。 4 财富...
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A few years ago, Ray Dalio noticed a confluence of political and economic conditions he hadn’t encountered before. They included huge debts and zero or near-zero interest rates that led to massive printing of money in the world’s three major reserve currencies; big political and social conflicts within countries, especially the US, due to the largest wealth, political, and values disparities in more than 100 years; and the rising of a world power (China) to challenge the existing world power (US) and the existing world order. The last time that this confluence occurred was between 1930 and 1945. This realization sent Dalio on a search for the repeating patterns and cause/effect relationships underlying all major changes in wealth and power over the last 500 years.
In this remarkable and timely addition to his Principles series, Dalio brings readers along for his study of the major empires—including the Dutch, the British, and the American—putting into perspective the “Big Cycle” that has driven the successes and failures of all the world’s major countries throughout history. He reveals the timeless and universal forces behind these shifts and uses them to look into the future, offering practical principles for positioning oneself for what’s ahead.
大时代儿女必读书目。非常清晰有价值的体系,让我可以把之前一直在纠结理清的宏观微观政治经济历史的规律与偶然,趋势与变化一股脑都扔进去。
评分债务周期视角下的世界秩序
评分大时代儿女必读书目。非常清晰有价值的体系,让我可以把之前一直在纠结理清的宏观微观政治经济历史的规律与偶然,趋势与变化一股脑都扔进去。
评分达利欧 "原则"系列的另一著作,格局非常宏大的一本书。 作者通过研究过去十几个世纪,主要着重笔墨在过去500年的荷兰帝国、大英帝国、现今的美国、以及快速崛起的中国的历史,用不同的维度指标来衡量帝国的兴衰。比如科技教育、货币资本市场、阶级对立、国内外政治环境等等来分析。个人基本赞同他的观点,只不过后面还有很多变数,大到他的计算机模型还是需要做很多调整。 作者在最后还给出了一些人生意见: whatever success I've had has been more due to my knowing how to deal with what I don't know than anything I know. 未雨绸缪总是没错。 全书读起来像和一位智者对话,和他的《原则》一样受益匪
评分历史的pattern如此显而易见,然而许多人像喂了100天的鸡一样看不见。大变局正在发生
Principles for Dealing with the Changing World Order 2024 pdf epub mobi 电子书