
一档未雨绸缪的中年危机播客。
| Publishes | Weekly | Episodes | 95 | Founded | 5 years ago |
|---|---|---|---|---|---|
| Language | Number of Listeners | Category | Leisure |

想感觉自己还微活着的时候,大家都会做点啥呢?欢迎在评论区分享给我们。
【本期时间线】
00:51 什么,思捷最擅长的竟然不是投资?
02:50 做决定那么快的原因
03:48 换了五个城市,春晓每一次的搬家都很果断
06:36 在香港,我悟了:赚多少都不够
09:36 该省省,该花花——两种观念,都有道理
11:37 赚到的钱,多少花掉多少再投?
14:58 成都的高端餐饮其实挺贵的
19:24 我们怎么健身
23:17 健身很贵,运动受伤更贵
26:11 思捷解锁“真香”体验:看演唱会
29:... more
正如大部分普通人不应该天天油盐柴米不顾,而沉迷买爱马仕一样,在投资的世界里,我们也要避免这样一种误区:忽略或者看低稳健型/低波产品,却一心在“高波/高收益”的策略里扑腾。
今天,春晓和思捷来一起聊聊,我们如何以正确的姿势看待私募界的“爱马仕”,以及在“养马”之前,我们作为家庭理财决策者,真正该操心的事。
【本期时间线】
02:34 为啥FOF产品的结构和打法注定结果“平庸”,和高波策略比并不“刺激”
03:23 高波动的来源:单一标的+上杠杆
07:34 高波的定义,主观感受和客观标准
09:5... more
本期嘉宾雷闻,衍合投资CTA投资经理,2012年开始耕耘量化CTA,INTJ。
【本期时间线】
02:37 为什么INTJ人蛮适合做量化
05:58 CTA(Commodity Trading Advisor)趋势跟踪策略的前世今生
08:33 量化的本质是一种思考方式
从根源上讲CTA为什么有效:
14:17 神秘大单降临,反应迅速一把跟上
16:48 赚了就跑,亏了硬抗,人性也会制造机会
18:31 趋势跟踪的形成,需要反应不足+过度反应
22:18 回撤时就硬抗需要对团队和策略有根本信心 more
为啥真正胆小的人,在悄悄配它?真相扎心,这期春晓和雨晴不仅聊到了高波动策略,也对自己有了更清晰的底层挖掘。
【本期时间线】
01:10 找熟人讨债8年后的认知
10:30 长期来看,很多投资比借钱给哥们儿靠谱
13:46 什么是波动?高波动必然带来高收益吗?
18:11 曲线太迷人了,雨晴看一眼忍不住幻想翻几倍
23:50 以前吃香的定存行不通了,保本保息的理财时代已经结束
26:08 只有配一点高波动资产,才可能长期跑赢通胀
27:37 算术题:假设年化15-20%,拿几年能翻倍?
30:09... more
喜欢你们的聊天,每次都有惊喜的嘉宾,充满快乐的节目,希望按时更新。










Listeners, social reach, demographics and more for this podcast.
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不觉春晓 launched 5 years ago and published 95 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
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