本书由中信出版社出版，董裕平翻译技术创新，经济周期的触发器。它如何引发自然利率提升，催生投资热潮，却又为何导致停滞与倒退？以AI、芯片巨头ASML为例，揭示技术创新背后的国家合作、几代人努力与长期积累。面对浮夸言论，如何用常识与逻辑辨别真伪？在周期中，我们应关注何处？传统产业之外，技术创新才是焦点。从历史长河中，洞悉人性贪婪与恐惧不变，借鉴过往周期特征，预知未来。股市重要，却非唯一。多元资产配置，现金亦有价值。逃不开的经济周期，深度探讨正在进行。02:02 科技发展引领生活变革：探讨人工智能和芯片创新的影响力04:03 创新引领未来：探索新技术时代的投资机会06:04 美国经济的繁荣与周期性危机：对未来投资的思考08:05 成为成功投资者的关键：周期轮动和人性研究的应用10:08 股市不是唯一的选择：股市周期与其他投资资产的比较
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