最近听了情感播客《面基》的两期关于中年的播客：《中年，人生的第二座山》和 《中年之路上的四种觉醒》后，也看了提及的几本相关的书:《第二座山》、《中年之路》、《中年觉醒》以及一些研究报告；颇有感触，想写点东西来记录一下，于是有了这篇文章
每次读到这类内容，都会有一种错觉，似乎听完后就可以合理化自己躺平，给自己不努力找一个借口；因为一命二运三风水、命运无常，在随机性面前的我们似乎无能为力（比较扎心的是，这的确是一个不争的事实）；但这并不意味着我们要躺平，原因在之前写的 《做一个清醒的傻瓜》中也提到了：“在努力还没达到一定程度前，我们连面对随机性的机会都没有，或者说幸存者偏差也是有门槛的，当你的能力不足时，进入决赛圈的资格都没有”
本文是写给自己的心理按摩，是为了让自己在 “尽人事” 后，能够更坦然地 “听天命”；是为了能在面对人生的第二座山的时候，能够更加从容；祝开卷有益～
最近在看《关键跃升》，里面的不少观点还是颇有启发的，用作者的话来说，这是 “一本适合中国管理者的管理读本”；但无论是管理者还是被管理者，笔者觉得都有必要去了解一下管理的相关内容，才能更好地扮演自己在职场中的角色
书名的跃升，粗糙来说就是通过 “自己完成任务” 跃升到 “通过别人完成任务”；书里把这部分拆成了两部分：心法和剑法，翻译一下就是心态和行动上需要做出的改变；心态包括了 “责任、沟通、关系，自我” 四大块，剑法则是强调管理者需要扮演好四种角色 “鼓手、教练、政委、指挥”；整本书的内容脉络较为清晰，比较通俗易懂，值得一读～
过去较长一段时间，一直有这种感觉：对于某个事情或想法，“听到了” 跟 “理解了” 中间有一段距离，“理解了” 跟 “实现了” 中间又有一段距离，“实现了” 跟 “做成了” 中间则会有一段更大的距离。简单来说，就是 “知” 与 “行” 之间存在着巨大的鸿沟，且仅站在 “知” 这一端的人往往是看不到这个差距所在的
最近听到的这期播客 《E35. 知识的缝隙》，更为系统和深入地探讨了这个现象及其底层原因，也让笔者对上面的 “距离” 有了更深的理解，用播客的话来说，这些距离就是那些认知的缝隙。播客从费曼学习法开始说起，逐步揭开了那些看似光滑的认知弧线下存在的缝隙，而躬身入局、把手弄脏，去填补这些认知的缝隙，也许就会有想不到的收获
写这篇的文章的过程，亦是笔者在填补自己认知的缝隙的过程，文章可能有点发散，祝开卷有益～
最近一段时间都在做一些跟创作者相关的业务，相较于商业传统的三方（平台、用户、广告主），创作者是随着内容平台崛起而诞生的第四方，与其他三方的关系可以参考笔者之前文章 Yet Another Overview of an AD System
本文也是对之前的文章里创作者相关的部分做进一步的展开，主要是商机和加热两大块，前者主要是包括对商机部分中涉及到的各个链路的职责，以及各个链路之间的联动关系；加热中的自投与代投的产品形态，以及在流量上与广告流量的协同关系等。
之前写的 An Overview of an AD System, 从技术原理上介绍了各个模块（召回、精排、出价、冷启动等）的基本职责和原理，几年过去了，这部分的认知虽然还没过时，但是经历了更多业务后，对整体的商业化也有一个更全面认知，本文尝试从另一个更系统的角度去理解一个广告系统
传统认知中的 ad system 一般是三方：广告主 / 代理、平台、用户；但是随着内容平台（如抖音、快手、小红书、bilibili 等）的迅速发展，涌现了越来越多的 UGC 内容，创作者在商业变现中的影响也越来越难被忽视，所以这里基于三方增加了代表创作者的第四方，如下图所示
以上的四方比较复杂的关系，一般是存在于 “一方流量”（参考一方数据的概念）上，即抖音 / 快手 / 小红书 /bilibili 这类有能力搭建自己的一方流量的变现团队，在自家的流量上变现；相较于 “一方流量”，“三方流量” 的场景一般只需要关注客户和平台的关系，典型的就是联盟的场景（穿山甲、优量汇、快手联盟等），对用户侧没有强体验约束，因为本质上联盟就是个倒卖流量的生意，相关技术与一方流量差不多，但是对 C 端的用户体验以及创作者部分基本不怎么关注。
本文重点在一方流量上，下面的内容会根据上图中提到四方依次讨论每一方本身的一些职责、与其他各方的关系，内容会比较发散，祝开卷有益～
《Systematic Trading: A unique new method for designing trading and investing systems》 is a comprehensive guide for traders and investors seeking a structured approach to the markets.
Aimed at both novices and experienced traders, the book offers practical insights and applications, making it a pretty good resource for anyone looking to enhance their trading methodology with a systematic approach.
This is not a book totally about automating trading strategies. It’s possible to trade systematically using an entirely manual process with just a spreadsheet to speed up calculations, so automation is not necessary, the key word if "systematic". This passage mainly covers the first two chapters, providing a rough overview of this book. Hope you can enjoy it
最近半年经历了一些业务与组织上的变化，对于这部分也有了一些新的理解和体会，值得写一篇文章来梳理与总结。本文主要讲了对业务和组织的一些看法，包括如何看待 “矛盾” 的业务定位和观点、组织的进化过程、团队组建里的识人与用人等；以及在这个过程中，该如何调整自己的心态。文章比较发散，纯属个人碎碎念，祝开卷有益
"Quantitative Trading: How to Build Your Own Algorithmic Trading Business" by Ernie Chan is a comprehensive guide that explores the world of quantitative trading and provides practical advice for building a algorithmic trading business, especially for individuals interested in quantitative trading.
It covers essential concepts, methodologies, and practical tips to help readers develop and implement their own algorithmic trading strategies while effectively managing risk and building a sustainable trading business.
Due to the significant benefits I received from reading this book, I want to write down some of the most important takeways I get from this book, with the hope that it can also be useful to you.
This passage is about the last four chapters, which introduces execution system in actual trading(automated and semi-automated), how to minimize transaction cost and determine the optimal leverage using the Kelly Criterion. It also talks about some special topics or common sense in trading. Finally, it lists some advantages of individuals investors over institutional investors.
"Quantitative Trading: How to Build Your Own Algorithmic Trading Business" by Ernie Chan is a comprehensive guide that explores the world of quantitative trading and provides practical advice for building a algorithmic trading business, especially for individuals interested in quantitative trading.
It covers essential concepts, methodologies, and practical tips to help readers develop and implement their own algorithmic trading strategies while effectively managing risk and building a sustainable trading business.
Due to the significant benefits I received from reading this book, I want to write down some of the most important takeways I get from this book, with the hope that it can also be useful to you.
This passage is about the first four chapters, which introduce basic requirements for independent traders, including search for ideas, perform backtest, and what we need before conducting real trading.
"The Almanack of Naval Ravikant" is a book that compiles the wisdom and insights of entrepreneur and investor Naval Ravikant. This book mainly talks about two topics, wealth and happiness. It offers practical advice on how to live a more fulfilling and purposeful life.
Through his own experiences and perspectives, Naval provides readers with valuable insights into topics like success, motivation, and personal growth, making the book a useful guide for anyone looking to improve their life and achieve their goals
I have benefited greatly from reading this book, and I want to write some important takeaways from this book. As this book was written in English, I want to give it a try to write it in English, too. Hoping it will be beneficial to you, this passage is about the second topic: Happiness
The passage about the first topic: wealth, can be found here