财自由
叫我罗同学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 | 147 | Founded | 3 years ago |
|---|---|---|---|---|---|
| Language |  ZH-CN | Number of Listeners | Category | Business |
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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
【简介】
本期播客从一次印尼实地调研出发，深度拆解电解铝、镍、铜、黄金等大宗商品的投资逻辑，并探讨资源民族主义、AI浪潮与中资出海的真实图景。适合关注大宗商品、全球宏观与东南亚市场的投资者收听。
【时间轴】
00:00 开场与嘉宾介绍
02:15 电解铝：海外做多vs国内平淡的分歧
05:40 几内亚铝土矿出口限制与资源民族主义
07:20 WTO名存实亡与资源国保护主义抬头
10:33 电解铝的投资阶段：铝、铜、电力的横向比较
13:32 印尼电解铝产能建设："印尼速度"vs"... more
富途、老虎被整治，普通人还能不能投美股？本期我们拆解跨境投资的合规红线、高收益背后的周期陷阱，并反思当下A股“炒概念”与“真分红”的荒诞对比。适合所有想全球配置，但又怕踩雷的投资者。
要做合法合规的事情，清清白白做人，快快乐乐投资，简简单单生活。
【时间轴】
00:00 开场 / 富途老虎整治风波与听众调侃
03:32 合规出海实操：香港开户的坑与“三件套”
08:44 监管红线：谁在名单内？存量资金何去何从
14:52 美股真相：普通人战胜指数为什么很难？
18:28 危险的工具：高杠杆与... 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snChina7 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
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Apple Podcasts | #73 | China/Business |
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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 147 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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