索罗斯的《金融炼金术》是同现在大多数金融理论都 “唱唱反调” 的书。我们现在看的大部分故事,都是讲成功的价值投资。价值投资认为可以通过分析找到被低估的公司然后长期持有等价值回归。但是索罗斯在书中提到的 “反身性” 理论认为,均衡是不存在的,价格的走势会自我加强,从而使价格长时间偏离价值,同时反过来影响价值的变化。你会发现跳出传统金融理论的框架,站在宏观变动、资金流向和博弈的角度去看问题,也是很有意思的。索罗斯是个全职哲学家,副业搞投机,所以这本书写的也有点像哲学书,不是很容易看进去,但是读完会给你不一样的分析视角。
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