The Century Trilogy / 世纪三部曲

The Century Trilogy is the Ken Follett historical-fiction series recommended in vol.110.投资就是对世界观的投票｜《迈出资产配置第一步》完结篇. The host emphasizes the first two books, 《巨人的陨落》 and 《世界的凛冬》, because they show families and ordinary people moving through World War I, World War II, and later historical turbulence.

The source uses the trilogy as an investing metaphor rather than as market evidence. In calm periods, people, families, companies, and institutions can use agency; at historical turning points, the scale of change can overwhelm individual plans. That reading supports cash buffers, global perspective, and diversified Asset Allocation as ordinary-person survival tools.

Key Claims

• Historical fiction can train attention to periods where individual agency matters and periods where macro forces dominate.
• The trilogy helps the host explain why Market Regime Shift should produce humility rather than all-in conviction.
• The source’s lesson is not withdrawal from risk; it is Adaptive Portfolio Design, cash, and broader geographic and asset-class perspective.

Connections

• Ken Follett — author recommended by the source.
• Investment Worldview Fit — worldview text used to close an investment series.
• Asset Allocation, Adaptive Portfolio Design, and Investment Risk Management — portfolio implications the host draws from historical change.
• Market Regime Shift and Geopolitical Cycle Macro — macro frames connected to the trilogy’s war-and-transition setting.