资本之道
The Dao of Capital
Mark Spitznagel、Ron Paul · 初版 2013 年
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“正如当今卓越的末日投资者 Mark Spitznagel 对其道家与迂回投资方式所描述的那样，‘损之而益，益之而损。’这就是 Austrian Investing（奥地利学派投资法），一种源自拥有150年历史的 Austrian School 经济学、既具原型意义又反直觉且经过验证的方法，它既超越时代又极具现实意义。在《The Dao of Capital》中，对冲基金经理兼尾部风险对冲先驱 Mark Spitznagel——在金融危机期间以及整个职业生涯中均拥有最高的资本回报率之一——带领我们踏上一段扣人心弦的迂回之旅，从芝加哥的交易大厅，跨越
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……一种严谨的方式。对这套做法的细节感兴趣的人，可以看看这里的论文：https://www.universa.net/riskmitigation.html Spitznagel 还写过一本叫《Dao of Capital》（资本之道）的书，讨论了这些观点的逻辑和底层哲学：https://www.amazon.com/Dao-Capital-Austrian-Investing-Distor... 还有塔勒布的《Dynamic Hedging》（动态对冲）https://www.amazon.com/Dynamic-Hedging-Managing-Vanilla-Opti...……
…a rigorous way. For those who are interested to read more on how this is done, have a look at the papers here: https://www.universa.net/riskmitigation.html Spitznagel has also written a book called Dao of Capital which talks about the logic and underlying philosopy of these ideas: https://www.amazon.com/Dao-Capital-Austrian-Investing-Distor... There's also Dynamic Hedging by Taleb https://www.amazon.com/Dynamic-Hedging-Managing-Vanilla-Opti...…
我最喜欢的投资书之一（稍等，这其实切题！）是《The Dao of Capital》[0]，整本书都在讲逆向投资。无论是作为投资读物还是从哲学视角来看都很棒。在书中，Mark Spitznagel（受纳西姆·塔勒布黑天鹅理论启发……的投资经理）……
One of my favorite investing books (wait for it, it ties in!) is The Dao of Capital [0] which is all about contrarian investing. Great read on investing and for the philosophical perspective as well. In the book Mark Spitznagel (investment manager for Nassib Taleb's black swan inspired…
- 《哥德尔、艾舍尔、巴赫》（Gödel, Escher, Bach），Douglas Hofstadter - 《原则》（Principles），Ray Dalio - 《局外人》（L'Etranger），Albert Camus - 《恶之花》（Les Fleurs du Mal），Charles Baudelaire - 《资本之道》（The Dao of Capital），Mark Spitznagel - 《嚎叫》（Howl），Allen Ginsberg - 《在路上》（On the Road），Jack Kerouac 我还能接着列一大堆……
- Gödel, Escher, Bach, Douglas Hofstadter - Principles, Ray Dalio - L'Etranger, Albert Camus - Les Fleurs du Mal, Charles Baudelaire - The Dao of Capital, Mark Spitznagel - Howl, Allen Ginsberg - On the Road, Jack Kerouac I could go on and on...
马克·斯皮茨纳格尔的《The DAO of Capital》（资本之道），它基本上讲的是一种“先输后赢，因赢而输”的投资方法，非常有启发性，因为它解释了一种我在各处都屡试不爽的策略和效应。……
The DAO of Capital by Mark Spitznagel, it basically talks about an investing approach where “one gains by losing and loses by gaining.”, it is very insightful because it explains a strategy and effect I have seen work everywhere.…
Mark Spitznagel 在他的书《The Dao of Capital》里对这个概念做了相当深入的探讨，我强烈推荐。
Mark Spitznagel covers this concept quite extensively in his book 'The Dao of Capital', which I highly recommend.
附议。塔勒布的《黑天鹅》（Black Swan）尤其是 Spitznagel 的《Dao of Capital》，极其发人深省，改变了我的人生轨迹。我每年至少重读一遍。
Second this. Taleb's Black Swan and Spitznagel's Dao of Capital especially were extremely thought provoking and have changed the course of my life. I read them every year at least.