圖書標籤: 投資 經濟 交易 自由主義 投資與投機 英文版 英文原版 Spitznagel
发表于2024-09-06
The Dao of Capital pdf epub mobi txt 電子書 下載 2024
As today's preeminent doomsday investor Mark Spitznagel describes his Daoist and roundabout investment approach, "one gains by losing and loses by gaining." This is Austrian investing , an archetypal, counterintuitive, and proven approach, gleaned from the 150-year-old Austrian School of economics, that is both timeless and exceedingly timely. In The Dao of Capital , hedge fund manager and tail-hedging pioneer Mark Spitznagel--with one of the top returns on capital of the financial crisis, as well as over a career--takes us on a circuitous journey from the Chicago trading pits, over the coniferous boreal forests and canonical military strategists from China to Prussia, to the great economic thinkers of late 19th century Austria. We arrive at his central investment methodology of Austrian investing , where victory comes not from waging the immediate decisive battle, but rather from the roundabout approach of seeking the intermediate positional advantage (what he calls shi ), of aiming at the indirect means rather than directly at the ends. The monumental challenge is in seeing time differently, in a whole new intertemporal dimension, one that is so contrary to our wiring. Spitznagel is the first to condense the theories of Ludwig von Mises and his Austrian School of economics into a cohesive and--as Spitznagel has shown--highly effective investment methodology. From identifying the monetary distortions and non-randomness of stock market routs (Spitznagel's bread and butter) to scorned highly-productive assets, in Ron Paul's words from the foreword, Spitznagel "brings Austrian economics from the ivory tower to the investment portfolio." The Dao of Capital provides a rare and accessible look through the lens of one of today's great investors to discover a profound harmony with the market process--a harmony that is so essential today.
前麵幾章絮絮叨叨鋪墊瞭很多,因為有些神叨甚至跳過瞭幾個章節。迴想起來也許是東方思想裏“欲速則不達”的教誨已經深入人心,不需要作者如此多的筆墨。讀完後對奧地利經濟學派的思維方式(deduction >> induction)印象深刻,在高頻交易如此盛行的今天,難怪會被視為異類。另外,他們對政府調控的深惡痛絕也迥異於馬剋思。一個對經濟危機的貼切的類比是森林火災-不僅難以避免,而且能讓森林重新洗牌,糾正錯誤,形成自控論裏的負反饋穩定係統。當然,最後作者也分享瞭幾個簡單易操作的投資方法,找時間迴測一下。
評分最後的practical還行
評分非常非常非常非常非常的嘮叨,但是也很informative,指點瞭很多方嚮,depth of field是核心概念,就像刻意練習裏的mental representation一樣,都是比較抽象,但是內涵非常豐富的概念。roundaboutness之所以重要,就是因為depth of field很深,對field的理解深刻瞭,roundaboutness也是自然而然的。而刻意練習,就是為瞭構建mental representation,一切都是圍繞著mental representation展開的。到最後,整體概括起來,最佳的投資哲學居然是巴菲特+塔勒布,我真的微微一笑。
評分最後的practical還行
評分非常非常非常非常非常的嘮叨,但是也很informative,指點瞭很多方嚮,depth of field是核心概念,就像刻意練習裏的mental representation一樣,都是比較抽象,但是內涵非常豐富的概念。roundaboutness之所以重要,就是因為depth of field很深,對field的理解深刻瞭,roundaboutness也是自然而然的。而刻意練習,就是為瞭構建mental representation,一切都是圍繞著mental representation展開的。到最後,整體概括起來,最佳的投資哲學居然是巴菲特+塔勒布,我真的微微一笑。
有谁知道书中的sisu对应的中文是什么?
評分有谁知道书中的sisu对应的中文是什么?
評分有谁知道书中的sisu对应的中文是什么?
評分有谁知道书中的sisu对应的中文是什么?
評分有谁知道书中的sisu对应的中文是什么?
The Dao of Capital pdf epub mobi txt 電子書 下載 2024