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 | 117 | Founded | 2 years ago |
|---|---|---|---|---|---|
| Language |  ZH-CN | Number of Listeners | Category | Business |
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Latest Episodes
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
这轮牛市，你们跑赢指数，跑赢朋友了吗？
总结内容：
1. 核心观点总结
• 牛市与熊市策略差异：牛市中应谨慎，避免盲目追高；熊市才是布局良机，需珍惜低价资产。
• 长期复利的关键：熊市控制回撤、保存本金，牛市自然积累收益（如社保基金案例）。
• 估值与基本面：短期收益依赖估值波动，长期回报由企业盈利和分红决定。
• 投资者心理误区：牛市中过度乐观、熊市过度悲观，需理性看待市场周期。
2. 分阶段总结及时间码
时间段核心内容... more
本播客的核心主题是分析泡泡玛特（Pop Mart）公司的成功因素和投资教训。杨培鸿和黄沛然基于2022年的研究经历，反思了错过该股投资机会的原因，并深入探讨了创始人王宁的运营理念（如长期主义、直营模式和成本控制）。关键信息包括：
• •历史回顾：泡泡玛特从大学创业起家，通过直营模式和国际扩张（如韩国首尔店）实现增长，但2022年因疫情和市场误判被忽视。
• •创始人理念：王宁强调“尊重时间、尊重经营”，体现在节制开店、限制IP消耗（如拉布布新品发布）和注重线下体验，这帮... more
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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China3 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🪁China4 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 Podcasts5kkkarenNo1China5 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China6 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 | #63 | 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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1. 钱粮胡同FM
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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 117 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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