https://blog.yagu.ddns-ip.net/tags/%E8%A6%81%E6%8F%90%E5%89%8D%E9%80%80%E4%BC%91%E7%9A%84%E5%B0%8F%E9%92%A2%E5%AD%90/Recent content in 要提前退休的小钢子 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.https://blog.yagu.ddns-ip.net/posts/bv1qa4m137u4-p4/Wed, 03 Jun 2026 20:01:00 +0800https://blog.yagu.ddns-ip.net/posts/bv1qa4m137u4-p4/Ray Dalio 与多届投资大赛冠军 Steven Price 的对谈：Steve 在 2021/2022 投资大赛中跑赢标普 500（+62.8% vs -18.1%），分享如何发现未被市场关注的小型/中型公司（如废物管理、设备租赁），以及为什么关注'非热门'才是 Alpha 真正来源。 / Ray Dalio with multi-year investment competition champion Steven Price, who beat the S&P 500 in 2021/2022 (+62.8% vs -18.1%). Steven shares how he discovers overlooked small/mid-cap companies (e.g., waste management, equipment rental), and why focusing on 'off-the-beaten-path' is the real source of Alpha.https://blog.yagu.ddns-ip.net/posts/bv1qa4m137u4-p5/Wed, 03 Jun 2026 20:00:00 +0800https://blog.yagu.ddns-ip.net/posts/bv1qa4m137u4-p5/本集是 Ray Dalio 邀请价值投资大师 Seth Klarman（Baupost Group CEO）的对谈，含中英双语逐段对照转录。Seth 详述 12 岁买 J&J 的投资启蒙、价值投资的两大优势（即时折扣+成长收益）、Warren Buffett 式的安全边际哲学、eBay/PayPal 套利案例、2008 年未预测到危机但因位置合理而守住阵地的反思，以及在零利率 12 年长牛后市场可能面临的历史性均值回归。This is a conversation between Ray Dalio and value investing master Seth Klarman (CEO of Baupost Group), with bilingual transcript.