财自由
小罗学投资一个投资经理分享他投资研究过程中的感悟和认知，点滴进步。 加社群请联系微信：cwzy20230605 从业资格： 杨培鸿 基金从业编号：F0080000000299
| Publishes | Weekly | Episodes | 150 | Founded | 3 years ago |
|---|---|---|---|---|---|
| Language |  ZH-CN | Number of Listeners | Category | Business |
Listen to this Podcast
Latest Episodes
【简介】
本期杨培鸿与小罗用三个真实故事串起牛熊轮回：一年六倍的猪周期私募如何人去楼空，纹身师散户从跑车到消失的两年，以及一位"价值投机"者的朴素生存法则。还有基金经理在投资者面前拍桌崩溃的现场。适合在极端分化市场中寻找定力的投资者收听。
加入星球社群，文字稿和PPT（如有）在知识星球社群内。
欢迎进入社群交流播客相关问题
一切问题咨询可联系(微信)：cwzy20230605
⚠️ 风险提示
· 本期节目内容仅代表嘉宾个人观点，不构成任何投资建议。
· 嘉宾提到的观点基于有限的信息... more
加入星球社群，文字稿和PPT（如有）在知识星球社群内。
欢迎进入社群交流播客相关问题
一切问题咨询可联系(微信)：cwzy20230605
⚠️ 风险提示
· 本期节目内容仅代表嘉宾个人观点，不构成任何投资建议。
· 嘉宾提到的观点基于有限的信息和分析框架，投资需独立判断。
在小宇宙查看该单集文稿
节目介绍
本期节目聚焦2025年6月中旬A股核心宽基指数的半年度大调整。沪深300、上证50、中证500等指数迎来史上最大规模的"换血"——传统蓝筹全面让位，半导体、AI算力、光模块等硬科技板块强势接管，科技制造行业权重首次超越金融消费成为第一大板块。
但这场"含科量"创纪录的焕新，真的让指数投资更安全了吗？
杨培鸿从指数编制机制的底层逻辑出发，深入剖析了A股"量化自动调整"与美股"委员会主观评估"的本质差异，揭示了"高位纳入、低位剔除"这一指数投资的隐性风险。节目中，他以宁德时代、迈瑞医... more
【简介】
本期围绕"市场是否到了变盘时刻"展开。杨培鸿与小罗从巴菲特股东信谈到加尔布雷斯的《1929年大崩盘》，对比AI与互联网泡沫的商业模式差异，直言"拐点不可预测，最好的躲避是不参与"。他们还分享了塔勒布的收益哲学、身边基金经理陨落的真实案例，以及"活下去比赚大钱更重要"的投资常识。适合在狂热市场中寻找定力的投资者。
本期推荐阅读：《纽约时报》著名记者、超级畅销书《大而不倒》作者历时8年，源自大量首次获准查看及未公开发表的关键资料。《1929》华尔街史上最惨烈的崩盘内幕以及它如何重创一个国... more
Reviews
- 杨老师还有其他的播客节目不？
杨老师还有其他的播客节目不？
Apple Podcasts5啊哈哈snChina9 months ago - 主持人差评，太没礼貌
主持人说话方式太没礼貌！！！杨老师讲的很实际，主持人太没素质了吧
Apple Podcasts4太没礼貌Chinaa year ago - 给杨老师打call
喜欢杨老师说话的风格，娓娓道来的感觉，也很有分量。主持人说话听起来就很难受了，一句话里起伏太大，还情绪激动。
Apple Podcasts4林风筝🪁Chinaa year ago - 主持人别动不动就大呼小叫就更好了
内容很好，但感觉主持人太容易激动了
Apple Podcasts5kkkarenNo1Chinaa year ago - 罗同学有点礼貌可以吗
节目还是可以的，少一颗星是觉得罗同学太没礼貌了
Apple Podcasts4到处听听Chinaa year ago
Chart Rankings
How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.
Apple Podcasts | #195 |  Philippines/Business |
Apple Podcasts | #224 | China/Business |
Audience Metrics
Listeners, social reach, demographics and more for this podcast.
| Listeners per Episode | Gender Skew | Location | |||
|---|---|---|---|---|---|
| Interests | Professions | Age Range | |||
| Household Income | Social Media Reach | ||||
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财自由 launched 3 years ago and published 150 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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