Big Debt Crises 在線電子書 圖書標籤: 金融 經濟 經濟學 經濟危機 債務 經濟周期 投資 經濟金融
發表於2025-04-26
Big Debt Crises 在線電子書 pdf 下載 txt下載 epub 下載 mobi 下載 2025
神作。洞見。
評分草草讀過一遍,感覺第二部分,三個案例部分很好。最後第三部分就沒有什麼看的必要瞭。
評分結閤現實看,更為有趣。
評分魏瑪共和國和29年大蕭條的例子非常清晰。學瞭這麼多年二戰史,竟然是看瞭dalio的書之後纔終於明白瞭一直不明白的事。算是一個意外的收獲。在理論方麵,dalio的模型其實沒有什麼特殊的。隻是更量化統一的說明瞭,在危機時放水時必須的,貨幣貶值是必須的。其他的道德和政治爭議,比如放水是不是便宜瞭黑心資本傢,比如說是不是要給政府或銀行一個教訓,這些爭論都要往後放。因為在當下,這些因素都隻會讓經濟每況愈下,無法迴復。但他整理的曆史也側麵說明瞭,在真實世界裏,做“正確的放水決定”是很睏難的,政策執行人常常會反復,所以一旦進入危機周期,每一次不徹底的政策帶來的部分反彈,都難掩整體的下行趨勢。
評分????其實去杠杆還有第五個方法,消滅債權人 from weibo
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.
"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.
妈的这本书实在是太艰深难懂了,我以我荒废6年的六级英语水平只读出来一点体会——本质上没有方法解决债务危机!唯一的方式就是赖账,所谓债务重组就是债务违约,除此之外还有各种各样的专业词汇和叫法,但是无外乎就是把债务由原来集中在信用不良的人那里扩散给全体人民,这个...
評分从英文版开始读,读完已经出中文版了。从非教条的角度研究经济危机,瑞的这本著作是最为系统的。它的方法论和主流宏观经济学模型有一个差别,即它是基于事实的,对的;主流宏观经济学是基于假设的,错的。从亚当斯密开始,信用的扩张和收缩就被认为是经济危机的根本原因,而新...
評分因信贷不足而导致发展缓慢,无疑是坏事。但当债务人无力偿还债务时,就会产生债务问题。换言之,判断信贷/债务快速增长是好事还是坏事,取决于信贷产生的结果和债务偿还情况。 相比信贷/债务增长过快,其增长过慢导致的经济问题同样严重,甚至会更糟糕,因为信贷/债务增长过慢...
評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...
評分Big Debt Crises 在線電子書 pdf 下載 txt下載 epub 下載 mobi 下載 2025