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21世纪季度书单(2025年·春):在“无人知晓”处寻找确定性
21世纪经济报道· 2025-04-20 14:06
Core Viewpoint - The article emphasizes the importance of taking action amidst uncertainty, highlighting that true rationality lies in making decisions in chaos rather than waiting for certainty [1]. Group 1: Economic and Financial Insights - The article discusses the impact of U.S. tariff policies under President Trump, which have led to significant volatility in global capital markets [1]. - It references Howard Marks' investment memo titled "Nobody Knows," which draws parallels between current market conditions and the 2008 financial crisis, advocating for proactive decision-making despite unpredictability [1]. - The article suggests that historical patterns do not reward those who wait for clarity, but rather favor those who prepare and accumulate knowledge in uncertain times [2]. Group 2: Recommended Literature - "把脉:全球巨变与中国经济" by Gao Bo analyzes the changing global economic order and offers insights on how China can respond to de-globalization [6]. - "唤醒创新睡美人" by Andreas Wagner discusses the importance of recognizing and nurturing seemingly insignificant ideas that may lead to significant innovations in the future [17]. - "人机沟通法则" by John Maeda provides insights into human-computer interaction, emphasizing the need to understand the implications of AI technologies [20][21].