https://blog.yagu.ddns-ip.net/tags/%E6%8A%95%E8%B5%84%E5%93%B2%E5%AD%A6/Recent content in 投资哲学 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.