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 | 125 | Founded | 2 years ago |
|---|---|---|---|---|---|
| Language |  ZH-CN | Number of Listeners | Category | Business |
Listen to this Podcast
Latest Episodes
《柏基投资之道》
全球首/部揭秘柏基投资的权威之作，全/方位呈现“全球超/级成长股捕手”的投资哲学与核心策略，看百年耐心资本如何精/准押注：特斯拉、英伟达、谷歌、亚马逊、奈飞、阿里巴巴、字节跳动、腾讯、美团、宁德时代
购书链接
一、核心内容提炼
• 柏基投资的历史与韧性
百年历程：成立于1907年（英国爱丁堡），历经一战、二战、大萧条、互联网泡沫、金融危机等周期，是全球最古老的资产管理公司之一。
成功要素：
逆向投资基因：早期押注橡胶（汽车革命）、美国国债、日本电子产业、中国... more
《风和投资随笔 (胡猛)》
链接
阶段总结与时间码
00:00-03:47
胡猛演讲核心：怀疑精神、管理他人资金的投机倾向、能力圈原则。
投资策略对比
03:48-14:59
中期（3-18个月）与长期（3-5年）策略差异，仓位管理与止损逻辑。
市场预测批判
15:00-24:20
做空数学劣势、社会科学不确定性、避免过度自信归因。
资产管理行业
24:21-37:42
资金属性决定策略有效性，巴菲特模式解析，客户预期管理。
个人实践反思
37:43-53:... more
2021年以来公募基金份额变动
这一波上涨来自于先知先觉的资金（高净值用户杠杆资金）
核心内容
本期播客围绕基金三季报展开，探讨投资者行为、市场趋势，核心观点如下：
• 1.基金赎回与资金流向：
•公募基金整体呈净赎回，资金转向ETF（尤其是科技、半导体等主题ETF），但高波动性导致性价比低。
•两类基金规模增长显著：一是年内业绩翻倍的新基金（因无历史包袱吸引短期资金）；二是长期稳健型基金（投资者忠诚度高）。
•前期回撤大、近期反弹的基金遭赎回潮，投资者“回本即撤”心理明显。... more
核心主题：本次播客围绕当前A股市场估值、投资策略、社会阶层流动及人生哲理展开，两位嘉宾（小罗与杨老师）通过案例分析与价值观碰撞，探讨了价值投资、市场泡沫、家庭支持对投资的影响，以及出身与个人奋斗的关系。
逐段精简总结+时间码
• 开场与角色介绍（00:00-00:38）
小罗与杨培鸿（杨老师）开启直播，讨论近期市场动态，提及白酒股业绩与股价背离现象，引出“小登”（年轻投资者）与“老登”（资深投资者）对估值的分歧。
• 市场估值与泡沫风险（01:16-06:35）
关键点：
科... 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China5 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🪁China6 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 Podcasts5kkkarenNo1China7 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China8 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 | #96 | China/Business |
Apple Podcasts | #145 |  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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Which podcasts are similar to 财自由?
These podcasts share a similar audience with 财自由:
1. 三点下班
2. 钱粮胡同FM
3. 投资实战派
4. 厚雪长波
5. 市场透视 Beyond Markets
How many episodes of 财自由 are there?
财自由 launched 2 years ago and published 125 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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