20181007【充实计划】第852期

昨日阅读时间1小时，累计阅读时间268小时

时间2小时，累计阅读时间121.5小时

阅读2个小时，总计阅读时间414小时。Adair Turner的Between Debt and The Devil 2个小时。本书的第3章后半部分主要讲述了债务过度问题，其实就是费雪的债务通缩问题的重述。个人觉得，债务有这上千年的历史，不能因为债务过度会引发问题而一棍子把债务否定。债务的确有很多的问题，但是并不是说其他的融资手段就一定优于债务了。债务增加了企业或公司的杠杆，提高的是所有者的投资收益。当然，债务负担不能太重，过重了就会增加违约风险。所以作者其实一直在强调的是最优的债务负担问题。因为债务一旦过重，会造成经济上行时的资产泡沫，而在下行是会增加经济陷入通缩的风险。
       当然，作者在其中也提到了债务的一些迷惑性，就是不一定让投资者看清其违约风险等等。这些内容我觉得似是而非，其他的投资其实也有如此的情况。确切的分析，应该是逐渐复杂的结构性金融出现会导致我们对金融内在估值的不确定性。我同意作者的一个观点就是，当金融过度地依赖于交易收益的时候，金融投机的成分会大于投资的成分，这样对经济体是不好的。

昨天阅读3小时，总共阅读508小时

2018-10-07

昨日阅读1小时，累计阅读419小时                          

Continue to read book "Discipline equals freedom : field manual" by Jocko Willink

One of a kind. This manual doesn’t care about your feelings. This manual only wants you to get better. If you follow Jocko Willink you know he’s the no BS type. From the first few pages, you realize this isn’t a book and maybe you wanted a book maybe you wanted to read a story. That’s not what we need, we’ve got plenty of books, but a lot of us need this manual. Something to tell you to shut up and get it done. Something to make you cringe, something to remind you that life’s short take advantage of every second you’re blessed with. Are you taking full advantage of your days or are you throwing it all away because that’s whats comfortable. Guess what this manual will make you uncomfortable and yeah similar to working out you may not like it, but me I love it. Every page reminds me to crush it. The black pages let me know that not everything is gonna be sunshine and rainbows. Things aren’t always gonna be what you expect them to be, but it’s what you make of it all that defines YOU. Some will complain about this manual some will embrace it. Just remember it’s not the manuals fault you can’t get after it. It’s not the darkness that keeps you from seeing the light, but it’s your lack of will to look through the darkness that’ll keep you.

The first half, "Thoughts" felt a little silly, especially if you are already familiar with Jocko's message and/or the Podcast. Jocko goes through all the Jocko-isms (getting after it, discipline, dealing with difficult circumstances, etc...). But it is a necessary part of the book.

It gets better in the second half, where Jocko goes into principles of sleeping, training, fueling the body, etc. He sheds more light on how his sleeping schedule looks like, and his recommendations on which martial arts to train and why are spot on (I've been in the martial arts for many years: striking, grappling, weapons, modern, and traditional, and I agree with his recommendations.) Even though I know most of these things, I'd pay the small price of the book just to hear it from someone else with experience and pedigree like Jocko.

In the appendix are the workouts: for beginners, intermediate, and advanced levels. It's always good to see someone else's workout programming. There are endless ways to program for physical training, and you can learn something from anyone who has seen good results on a program.

All said and done, the book doesn't provide any special methods or training secrets. Just good principles to live by.This is fitting, because the secret is that there are no secrets.

昨天阅读1小时，总计阅读570小时

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告诉自己：与其焦虑的思考，不如静心的实干！

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