
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 | 131 | Founded | 2 years ago |
|---|---|---|---|---|---|
| Language | Number of Listeners | Category | Business |

简要介绍:
两位主播深剖"大V单日带货150亿"事件,揭示股市资金从银行储蓄→杠杆配资→算法流量的三代演变。
核心洞察:平台算法将复杂投资简化为标签游戏,制造暴富幻觉;真正的投资智慧或许在于承认"将信将疑是美德",理解所有公开指标皆无价值,价值仅存在于解读框架之中?
分段精要
00:0001:50 事件引入
某A类份额0.44亿的老基金被大V单日带货150亿,申购额达120亿
讨论三方向:情绪资金来源、算法制造爆款机制、大V晒单是否构成操纵
01:5005:00 牛市资金溯源
2... more
加入星球社群,抢先听完整三期
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(小助手微信):cwzy20230605
第一期:阿里美团外卖大战与即时零售格局
• 主题:阿里为何参战?补贴效应几何?即时零售市场真实规模与终局判断
• 核心内容:... more
加入星球社群,抢先听完整三期
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(小助手微信):cwzy20230605
第一期:阿里美团外卖大战与即时零售格局
• 主题:阿里为何参战?补贴效应几何?即时零售市场真实规模与终局判断
• 核心内容:... more
加入星球社群,抢先听完整三期
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(小助手微信):cwzy20230605
第一期:阿里美团外卖大战与即时零售格局
• 主题:阿里为何参战?补贴效应几何?即时零售市场真实规模与终局判断
• 核心内容:... more
杨老师还有其他的播客节目不?
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
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。
内容很好,但感觉主持人太容易激动了
节目还是可以的,少一颗星是觉得罗同学太没礼貌了
How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.
Apple Podcasts | #62 | |
Apple Podcasts | #179 |
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| Listeners per Episode | Gender Skew | Location | |||
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