索罗斯“金融市场非均衡理论”对我们的启示

The Enlightenment of Soros'“Theory of Unbalanced Financial Market”

索罗斯有独特的以哲学为核心的投资理论,提出了原创性的哲学概念:思维与参与的相互作用,会建立双向反馈机制——反射性。参与者的认知和客观实际之间有偏差,有时会导致不均衡状态的自我加强,最终远离均衡。索罗斯的哲学可以概括为:“相信我们自己的虚妄(偏颇、偏差、谬误)。”索罗斯提出并在实践中关注“远离均衡”的状态,在国际上以及对美国政府决策是有影响力的,我们需要对其认真研究,以防范金融风险。

Soros has a unique philosophy-centered investment theory,putting forward the original philosophical concept:the interaction between thinking and participation,will establish a two-way feedback mechanism——reflexivity.There is a deviation between the cognition and the objective reality of the participants,which sometimes leads to the self-strengthening of the unbalanced state and eventually away from the equilibrium.Soros'philosophy can be summed up as:“believe in our own vanity(bias,deviation,fallacy)”.Soros puts forward and pays attention to the state of“away from equilibrium”in practice,which is influential at the international level and in the decision-making of the US government,and we need to study it carefully to guard against financial risks.