牛市让你焦虑,熊市让你痛苦?桥水瑞达利欧:我有一招治百病 episode artwork

EPISODE · Aug 31, 2025 · 49 MIN

牛市让你焦虑,熊市让你痛苦?桥水瑞达利欧:我有一招治百病

from 美好生意

00:00 桥水作为全球最大的对冲基金如何穿越牛熊03:09 桥水创始人达利欧的成长历程,他如何赚取了自己的第一桶金08:07 大宗商品交易与达利欧的职业选择,没有选择热门的股票交易,达利欧反而获益11:29 达利欧的牛刀小试,帮麦当劳解决麦乐鸡的定价问题15:00 错误的预测导致财富归零,世界银行的投资帮助他帮助起死回生17:34 纯粹阿尔法:分散投资以降低风险20:38 全天候投资策略解析:适应经济周期的资产配置27:14 风险平价投资的实践29:18 企业文化:极致透明与数据化治理,还有些双标?39:50 提前预警2008年金融危机,2020年疫情的U形翻转46:06 桥水全天候策略:分散投资新视角与实践参考观看:经济机器是怎样运行的 by Ray Dalio在小宇宙查看该单集文稿

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牛市让你焦虑,熊市让你痛苦?桥水瑞达利欧:我有一招治百病

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