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 | 138 | Founded | 3 years ago |
|---|---|---|---|---|---|
| Language |  ZH-CN | Number of Listeners | Category | Business |
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Latest Episodes
在这个算法横行、AI浪潮席卷的时代，坚持“价值投资”是不是一种刻舟求剑？
本期节目，杨培鸿邀请了资深价值投资者韩飞，进行了一场长达两个多小时的深度对谈。我们不聊短线的涨跌，而是试图拨开迷雾，回归投资的本质。
本期节目你将听到：
价值投资的“道”与“术”： 格雷厄姆的“捡烟蒂”在A股还行得通吗？面对AI和量化交易，价值投资的原则需要改变吗？
深度行业拆解： 剖析银行、地产、家电、养猪行业的周期与估值，为什么说现在的量化策略反而制造了机会？
给普通人的生存指南： 如果你不懂财报、不懂PE/... more
本期播客围绕国家数据局最新定义的"词源经济"（Token Economy）展开深度对话。嘉宾从个人使用Manus消耗100元积分却办不成事的荒诞经历切入，揭示AI时代正在发生的经济范式转移：当大模型从"问答式"转向"端到端自主思考"，Token（词源）的消耗量正从千亿级暴增至百万亿级，而成本结构（算力+电力）将重塑软件、通信、就业等多个行业。
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
【风险提示】：
本节目音频内容以及文字信息均不构成投资建议，... more
重点金句提炼
• （关于投顾角色） 投顾更像“家庭医生”或“心理医生”，投资者将对基金经理的信任，转移到了对投顾的信任上。
• （关于信任本质） 投顾能部分解决信任和知识缺口的问题，但核心难题是：我如何信任你这个投顾？
• （关于过程与结果） 如果一个投顾只有“顾”而不能赚钱，那这个“顾”是持续不下去的。过程和结果必须能持续匹配。
• （关于人性博弈） 在牛市拉住客户的手很难。我跟你说有风险，但你看到周围人都在赚钱，会觉得我让你错过了发财机会。最终，客户很容易自己去做决... 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
【风险提示】：
本节目音频内容以及文字信息均不构成投资建议，投资有风险，投资需谨慎。以上内容仅供参考，不预示未来表现，也不作为任何投资建议。其中的观点和预测仅代表当时观点，今后可能发生改变。
一切问题咨询可联系(微信)：cwzy20230605
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snChina5 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China10 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🪁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 | #105 | China/Business |
Apple Podcasts | #232 |  South Korea/Business |
Apple Podcasts | #242 |  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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财自由 launched 3 years ago and published 138 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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