财自由
叫我罗同学本节目从一个投资经理的视角来分享他在投资研究过程中的感悟和认知，分享他的研究道路上的点滴进步。 未谋胜，先谋败。如果不产生本金永久损失，收益自至。 加社群（付费）联系微信：cwzy20230605 暂定每周三更新
| Publishes | Weekly | Episodes | 119 | Founded | 2 years ago |
|---|---|---|---|---|---|
| Language |  ZH-CN | Number of Listeners | Category | Business |
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Latest Episodes
播客提到的书：
1、石破茂演讲可以看看
2、以日为鉴衰退时代生存指南
内容总结
一、简要总结
• TACO交易：特朗普政府时期的关税政策套利策略，利用“威胁-缓和”循环低买高卖相关板块。
• 中美竞争：长期化、常态化，涉及经济结构互补与竞争，需警惕供应链分散化趋势。
• 日本经验借鉴：经济停滞期的社会结构变化（职业选择、老龄化、房地产崩盘）对中国有警示意义。
• 中国房地产：高估值、人口结构恶化、供需失衡，长期调整压力大，租... more
烟蒂股策略是普通投资者在A股/港股实现稳健收益的有效工具，但需严格遵循安全边际原则，避免陷入“低估值陷阱”。长期坚持纪律性分散投资，胜率终将转化为复利优势。
一、核心内容总结
• 烟蒂股策略的有效性
雪球大V通过长期（12-13年）践行捡烟蒂股策略，在A股实现17%年化收益，港股23%年化收益，显著跑赢市场。
策略核心：以极低估值（如PB<1、PE极低）买入，分散持仓（50-100只），利用市场悲观情绪捡漏，不追求个股深度研究，注重安全边际。
• 与成... more
一、本期核心内容概述
• 经济基本面与股市背离
企业盈利疲软（上市公司盈利一般）、消费低迷（北京1-8月社零同比下滑5%+，仅服务消费微增），但股市热度高，尤其是无利润资产表现优于盈利稳定的企业。
经济数据与体感背离：生产法GDP未反映价格下跌，地产产业链萎缩后，新基建（如水电站、道路）对居民收入拉动有限。
•
• 微观经济观察
消费端：餐饮业萧条（观察到多家店铺倒闭），抖音团购低价竞争（如双人涮肉套餐低至50元），但美团核销率更高；物价和服务价... more
结论：本期播客核心在于强调投资里“长期主义”与“客户适配”，呼吁基金从业者尊重资产规律，通过稳健策略与品牌建设实现可持续发展。
一、关键内容总结
• 客户需求分层与产品匹配高净值客户：风险偏好降低，追求稳定收益（3%-5%即可），厌恶高波动。
普通投资者：易受短期高收益诱惑（如TMT赛道），但易因回撤大而流失。
匹配矛盾：私募需精准匹配客户风险偏好与产品策略，避免“基金赚钱、基民亏钱”现象。
• 长期稳健的价值夏普比率优化... more
Key Facts
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Reviews
- 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China4 months 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🪁China5 months 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 Podcasts5kkkarenNo1China6 months 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China7 months ago - 客户
还是足够客观的
Apple Podcasts5苦觅生China2 years ago
Chart Rankings
How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.
Apple Podcasts | #90 | China/Business |
Apple Podcasts | #127 |  Hong Kong/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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2. 三点下班
3. 厚雪长波
4. 投资实战派
5. 市场透视 Beyond Markets
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财自由 launched 2 years ago and published 119 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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