Ray Dalio: Principles

YugaYuga

"I try to learn from the best of the best. Ray Dalio is one of them."

此貼為抛磚引玉。

對Ray Dalio的英文、中文介紹很多。

他的著述都有可下載的電子版：

• Principles (2017)
• A Template For Understanding Big Debt Crises (2018)
  

Youtube上有Principles by Ray Dalio的頻道。

gifox

这个我看过很多投资人推荐。

YugaYuga

gifox 发表于 2019-10-26 20:04
这个我看过很多投资人推荐。

我是從“How The Economic Machine Works”這個youtube video才關注Ray Dalio
其實這個video早就看過；但之前沒特別留意它的作者是個什麽樣的人。

虞宅与美丽

楼主不妨多说几句，把砖抛大一点儿

k200

虞宅与美丽 发表于 2019-10-27 10:26
楼主不妨多说几句，把砖抛大一点儿

不说也罢. 因为他是个超级成功大牛, 几年前就读过他这个Principles, 没觉得有什么收获.

于是发现: 什么行内的杰出人物, 同时想'立言'的, 往往都不成功. 心得, 提炼, 表达,和搞科研投资从政, 完全是两回事.  哥伦布, 爱因斯坦...都不是好的作者.

YugaYuga

虞宅与美丽 发表于 2019-10-27 10:26
楼主不妨多说几句，把砖抛大一点儿

我是看了他的幾個短片后才打算精讀他的著述的。

主樓鏈接裏有足夠的“磚”了。這個帖子引來更多的磚頭也是意料之中的事。

bingfire

Ray Dalio 的文章都是在大局观上有指导意义的， 不是具体的操作方法。

Principle - 这本在大局观上，我个人认为是在讲规律， 如何发现规律，如何确定规律，如何掌握规律的过程，Ray在某些方面很像个共产党人（不要误会，我不是在说意识形态），是一个历史唯物主义者，喜欢从历史中找答案。

bingfire

A Template For Understanding Big Debt Crises

这一本，大局观上，个人认为他把债务分为内部债务危机，和外部债务危机两种情况。

两种不同的债务危机，是有完全不同的反应和结果的。 从大局观上很有指导意义。

bingfire

Ray 最近还有一个短篇的 Paradigm Shift

也很有指导意义，讲的是过去的投资经验在历史的大转向时期的不足。

更有点像帮助确定康德拉季耶夫周期和库兹涅茨周期的辅助理论。

YugaYuga

bingfire 发表于 2019-10-27 14:54
Ray Dalio 的文章都是在大局观上有指导意义的， 不是具体的操作方法。

Principle - 这本在大局观上，我个 ...

多謝分享。

Principles 我是作爲“The 7 Habits of Highly Effective People”同類的經典來讀的。相信這也是Dalio寫這本書的本意。

"唯物"這點跟Dalio的職業和經歷密切相關。

他在Life Principles 裏开张名义把“Embrace Reality and Deal with It” 列爲Principle 1：  
There is nothing more important than understanding how reality works and how to deal with it.

書摘：Be a hyperrealist.

Understanding, accepting, and working with reality is both practical and beautiful. I have become so much of a hyperrealist that I’ve learned to appreciate the beauty of all realities, even harsh ones, and have come to despise impractical idealism.


相比現實生活中，大多數人是反其道而行之：“you see what you want to see because it fits the picture you already have in your head. It's hard to let go of those old pictures and see things as they are"

katherman

很棒的书

bingfire

YugaYuga 发表于 2019-10-27 15:37
多謝分享。

Principles 我是作爲“The 7 Habits of Highly Effective People”同類的經典來讀的。相信這 ...

对，实事求是，脚踏实地。 哈哈哈，很像老一代的共产党人。

不过他的课题是个人成功，不是国家富强。

目标不一样，但“道”是一样的。

七匹狼

多谢分享！

superdigua

好书。

多谢分享。

YugaYuga

【書摘】

3. Be Radically Open-Minded
This is probably the most important chapter because it explains how to get around the two things standing in most people’s way of getting what they want out of life. These barriers exist because of the way that our brains work, so nearly everyone encounters them.

3.1 Recognize your two barriers.
a. Understand your ego barrier.
b. Your two "yous" fight to control you
Let’s look at what tends to happen when someone disagrees with you and asks you to explain your thinking. Because you are programmed to view such challenges as attacks, you get angry, even though it would be more logical for you to be interested in the other person’s perspective, especially if they are intelligent. When you try to explain your behavior, your explanations don’t make any sense. That’s because your lower-level you is trying to speak through your upper-level you. Your deep-seated, hidden motivations are in control, so it is impossible for you to logically explain what “you” are doing."

c. Understand your blind spot barrier
If you’re like most people, you have no clue how other people see things and aren’t good at seeking to understand what they are thinking, because you’re too preoccupied with telling them what you yourself think is correct. In other words, you are closed-minded; you presume too much. This closed-mindedness is terribly costly; it causes you to miss out on all sorts of wonderful possibilities and dangerous threats that other people might be showing you—and it blocks criticism that could be constructive and even lifesaving.