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发表于2025-02-24
Principles for Dealing with the Changing World Order pdf epub mobi txt 电子书 下载 2025
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.
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.
大历史角度写的国家和市场变迁,印象最深的有两条:如果20世纪初投资美英中法俄日荷意法奥10个国家的股债现金大类资产,其中7个国家的投资会清零(有些还不止一次);作者篇尾预测中美未来十年军事冲突的可能是35%。。。
评分宏大的史观和抽丝剥茧后鞭辟入里的总结,非常值得一读。
评分大历史角度写的国家和市场变迁,印象最深的有两条:如果20世纪初投资美英中法俄日荷意法奥10个国家的股债现金大类资产,其中7个国家的投资会清零(有些还不止一次);作者篇尾预测中美未来十年军事冲突的可能是35%。。。
评分概括起来:中国称霸世界指日可待,概率最大
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
我的任务是弄清楚这个世界是如何运转的,并获取应对它的永恒和普遍的原则。对我来说,这既是必要的,也是激情所在。 财富和权力的大幅波动是由许多因素造成的,尽管我总共识别了17个因素,但最重要的还是货币和债务周期。 在撰写本文时,我们看到这17种力量都在发挥作用,最重...
评分更新:最近YTB 新出了视频 Principles for Dealing with the Changing World Order by Ray Dalio 强烈推荐 书主要看了第一章、记录如下 —— 世界如何运转? 1. Upward trend (Human-level) 即生产力的不断提升。反映在了 - 人均GDP的增加 - 人均寿命的增加 2. Big cycles (Coun...
评分我的任务是弄清楚这个世界是如何运转的,并获取应对它的永恒和普遍的原则。对我来说,这既是必要的,也是激情所在。 财富和权力的大幅波动是由许多因素造成的,尽管我总共识别了17个因素,但最重要的还是货币和债务周期。 在撰写本文时,我们看到这17种力量都在发挥作用,最重...
评分白雪石,CFA,阳光资产管理公司配置策略部部门负责人、阳光保险集团绿色金融工作委员会成员、清华大学金融科技研究院兼职研员 《原则:应对变化中的世界秩序》是瑞·达利欧为全球投资界人士和广大社会公众奉献出的自己经济、社会研究成果的结晶。阅读本书,沉浸在投资大师的世...
评分不知是有意还是无意,本书的封面已经在事实上透露了本书所讨论的内核,即周期。经济周期理论长期来看一直处于一个微妙的位置。回望传统的经济周期理论,无论凯恩斯、希克斯、熊彼特亦或康德拉季耶夫,每一个人都可谓一方巨擘。但是反过来在经济实践中,似乎又很少用到经济周期...
Principles for Dealing with the Changing World Order pdf epub mobi txt 电子书 下载 2025