对于我而言,2008年的金融危机只流于纸面。大概是因为当时中国经济并受到太大冲击,也因为当时虽已年纪不小但还有少年不知愁滋味的状态。 十年过去,再不关心宏观经济的人,大概也会隐隐觉得很多坏消息正在纷至沓来。所以,我们真的是要见证一场经济危机的到来吗? 这个话题其实很大,这次节目即使聊了很长时间,也只能算是抛转引玉。 这次请到的两位嘉宾都是经济学方向的硕士。一位是饶煜东,毕业于康奈尔大学应用经济专业,主修行为经济学,主要研究宏观经济变动以及宏观政策。一位是李彦,毕业于康奈尔大学应用经济专业,主修期权期货,主要研究金融方向大宗商品的对冲政策策略。 Enjoy! 相关信息 Ray Dalio (https://en.wikipedia.org/wiki/Ray_Dalio),新书《A Template For Understanding Big Debt Crises》 (https://www.amazon.com/Big-Debt-Crises-Ray-Dalio-ebook/dp/B07GLBHM48/ref=sr_1_1?s=books&ie=UTF8&qid=1540099820&sr=1-1&keywords=A+Template+For+Understanding+Big+Debt+Crises)的作者,美国著名的投资人,对冲基金桥水公司的创始人,世界上前100名最富有的人之一,也是一个非常善于思考的人。 电影《大空头》(The big short) (https://movie.douban.com/subject/26303622/),最容易帮你理解2008年金融危机的一部电影。 Crashed: How a Decade of Financial Crises Changed the World (https://www.amazon.com/Crashed-Decade-Financial-Crises-Changed/dp/0670024937) , 另一本在2018年夏天刚出的讲述2008年经融危机之后对全球影响的新书 Special Guests: 李彦 and 饶煜东.
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