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How Countries Go Broke — Ray Dalio on why timing is everything
国家如何破产——达利欧解读对宏观时机的把握

The billionaire Bridgewater founder shares his ideas on debt crises and how to predict them
罗格夫:在其最新著作《国家如何破产》中,达利欧认为大债务危机是不可避免的,而投资者和政策制定者可以利用一些指标预测危机的时间。

Global macro investors make bets on countries, riding the currents of exchange rates and interest rates. Their trades often require taking a much longer-term view than the typical investor, with an eye not only to a country’s monetary and fiscal policy, but often to its politics and institutions.

manbetx app苹果 宏观投资者通过押注国家、驾驭汇率和利率的波动进行投资。他们的交易通常需要比普通投资者采取更长远的视角,不仅关注一个国家的货币和财政政策,还常常关注其政治和制度。

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