https://blog.yagu.ddns-ip.net/tags/%E5%AF%B9%E5%86%B2%E5%9F%BA%E9%87%91/Recent content in 对冲基金 on Yagu的小站Hugozh-cnWed, 03 Jun 2026 20:03:00 +0800https://blog.yagu.ddns-ip.net/posts/bv1qa4m137u4-p2/Wed, 03 Jun 2026 20:03:00 +0800https://blog.yagu.ddns-ip.net/posts/bv1qa4m137u4-p2/Ray Dalio 亲述：从两居室公寓到全球最大对冲基金 Bridgewater Associates 的成长历程，反思 1982 年预测失误的痛苦经历，确立痛苦+反省=进步的核心哲学，并解释如何通过债务/货币/政治三大力量构建宏观投资决策框架。 / Ray Dalio first-person account: from a two-bedroom apartment to founding Bridgewater Associates, the world's largest hedge fund. Reflects on his 1982 prediction failure, establishing the core philosophy of 「pain + reflection = progress」, and explains how to build macro investment framework via debt/currency/political forces.https://blog.yagu.ddns-ip.net/posts/bv1qa4m137u4-p3/Wed, 03 Jun 2026 20:02:00 +0800https://blog.yagu.ddns-ip.net/posts/bv1qa4m137u4-p3/Ray Dalio 与 CNBC 知名记者 Becky Quick 的深度对谈，复盘 2008 金融危机：桥水 Pure Alpha 基金 2008 年回报 +9.5% 的传奇、当年雷曼 9 月 15 日破产前后的亲身经历、美联储和财政部在周末推出的 7000 亿美元 TARP 救市决策内幕，以及为什么今天的世界与 2008 年如此相似。 / Ray Dalio in conversation with CNBC's Becky Quick, deep dive into 2008: Bridgewater Pure Alpha's legendary +9.5% return in 2008, his personal experience during Lehman's September 15 collapse, behind-the-scenes of the Fed/Treasury's weekend decision to launch $700B TARP, and why today's world parallels 2008.