Whereas Mr Soros credits the influence of Karl Popper, a philosopher who taught him as astudent, Mr Dalio says his ideas are entirely the product of his own reflections on his life as atrader and his study of economic history. He has read little academic economics but has conducted in-depth analysisof past periods of economic upheaval, such as the Depression in America, post-war Britainand the hyperinflation of the Weimar Republic. He has even simulated being an investor inmarkets in those periods by reading daily papers from these eras, receiving data andtrading as if in real time.
不同的是,Soros把他的成功归于其学生时代的哲学家老师 Karl Popper的影响。Dalio则说他的思想完全是自己作为一个交易商的生活感悟和对经济学历史研究的产物。他几乎没有读过正统的学术经济学,但是他对过去的经济剧变时期的情况作了深入分析,其中包括美国的经济大萧条,战后的英国和魏玛共和国的恶性通货膨胀。他甚至曾假装自己是当时的投资者,通过阅读当时的日报来获得数据信息,并进行现实般的交易。
In the early 1980s Mr Dalio started writing down rules that would guide his investing. Hewould later amend these rules depending on how well they predicted what actuallyhappened. The process is now computerised, so that combinations of scores of decision-rulesare applied to the 100 or so liquid-asset classes in which Bridgewater invests. These rules ledhim to hold both government bonds and gold last year, for example, because thedeleveraging process was at a point where, unusually, those two assets would rise at thesame time. He was right.
【2015考研英语阅读投资人与经济机器】相关文章:
最新
2016-10-18
2016-10-11
2016-10-11
2016-10-08
2016-09-30
2016-09-30