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.
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.
發表於2024-11-27
Principles for Dealing with the Changing World Order 2024 pdf epub mobi 電子書 下載
我的任務是弄清楚這個世界是如何運轉的,並獲取應對它的永恒和普遍的原則。對我來說,這既是必要的,也是激情所在。 財富和權力的大幅波動是由許多因素造成的,盡管我總共識彆瞭17個因素,但最重要的還是貨幣和債務周期。 在撰寫本文時,我們看到這17種力量都在發揮作用,最重...
評分 評分一些重大事態發展,在我的有生之年裏,這些事件從未發生過,但在曆史上曾多次齣現。 和平與繁榮時期比蕭條、革命與戰爭時期持續的時間長得多。二者的比率通常約為5:1。所以可以說蕭條、革命與戰爭時期是和平與繁榮時期之間的過渡階段。 就像許多事物一樣,在人的一生中,重大的...
評分更新:最近YTB 新齣瞭視頻 Principles for Dealing with the Changing World Order by Ray Dalio 強烈推薦 書主要看瞭第一章、記錄如下 —— 世界如何運轉? 1. Upward trend (Human-level) 即生産力的不斷提升。反映在瞭 - 人均GDP的增加 - 人均壽命的增加 2. Big cycles (Coun...
評分前言 在我的有生之年裏,這些事件從未發生過,但在曆史上曾多次齣現。最重要的是,我看到在巨額債務和零(或接近於零)利率的綜閤影響下,世界三大儲備貨幣國傢大規模印鈔;在各國(特彆是美國)內部,由於財富、政治和價值觀差距達到約一個世紀以來的最大程度,政治和社會齣現...
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達利歐 "原則"係列的另一著作,格局非常宏大的一本書。 作者通過研究過去十幾個世紀,主要著重筆墨在過去500年的荷蘭帝國、大英帝國、現今的美國、以及快速崛起的中國的曆史,用不同的維度指標來衡量帝國的興衰。比如科技教育、貨幣資本市場、階級對立、國內外政治環境等等來分析。個人基本贊同他的觀點,隻不過後麵還有很多變數,大到他的計算機模型還是需要做很多調整。 作者在最後還給齣瞭一些人生意見: 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. 未雨綢繆總是沒錯。 全書讀起來像和一位智者對話,和他的《原則》一樣受益匪
評分大曆史角度寫的國傢和市場變遷,印象最深的有兩條:如果20世紀初投資美英中法俄日荷意法奧10個國傢的股債現金大類資産,其中7個國傢的投資會清零(有些還不止一次);作者篇尾預測中美未來十年軍事衝突的可能是35%。。。
評分曆史的pattern如此顯而易見,然而許多人像喂瞭100天的雞一樣看不見。大變局正在發生
評分No 2 of 2022. 五星好評,我願意吹爆這本書。利用元旦假期讀完這厚厚又沉甸甸的一本書,糅閤瞭曆史,政治和經濟的趨勢大輪廓總結,以一個上帝視角觀察瞭過去幾百年的輪迴和麯綫。撇開作者和中國的深厚友誼和關係,對曆史的評價和對中國的理解還是很客觀和深刻的,懂得曆史的人能在對方角度去思考的人都是有大智慧的人,同時作者對中美關係的評價以及未來趨嚮發展也是足夠理性的。除此之外,曆史是復雜的,這種抽絲剝繭的概括不能詮釋曆史的全部,但至少讓我們能夠跳齣自己的視野去更好的理解和觀察這個世界,畢竟在時代的趨勢下我們每個人都是渺小的灰塵。
評分大時代兒女必讀書目。非常清晰有價值的體係,讓我可以把之前一直在糾結理清的宏觀微觀政治經濟曆史的規律與偶然,趨勢與變化一股腦都扔進去。
Principles for Dealing with the Changing World Order 2024 pdf epub mobi 電子書 下載