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格慧说

Jade碎碎念

永远向更宽阔之处去。

PublishesWeeklyEpisodes25Founded7 months ago
Language
ZH-CN
Number of ListenersCategories
ArtsPersonal JournalsSociety & CultureVisual Arts

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Artwork for 格慧说

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上个周末在家,我看了HBO这部《投行风云》的第一季,这部剧我愿意称它为“投行版本的继承之战+亢奋”。

剧情很吸引我,编剧也是真的在投行里上过班的(thank god没有国产剧那些虚空的架构和悬浮的台词),里面很多关于交易的想法和台词也很对味儿。

之前发了两篇我对这部剧里一些金融背景知识的解读到小红书,很多朋友点赞说希望我多讲一点儿,这不...我就直接录了一期播客来(展开)聊。

所以这一期播客是有一定门槛的。

首先,你必须得看过这部剧。(不然你会被我讲的那些复杂的人物关系搞崩溃�)

其次,你还得对... more

时间轴• [00:00 - 05:43] 5千万美金的考卷与Graham Duncan的崛起    ◦ 31岁无背景、无履历,如何赢得顶级富豪的信任?    ◦ 2008年金融危机:不加杠杆、手握现金的冷静生存战。    ◦ 外包CIO模式:为何老钱家族看重“代代相传”而非“一年翻倍”?,• [05:43 - 10:25] 核心标准一:找到你那个“挥拍上瘾”的球    ◦ 德约科维奇的启示:纯粹为了过程本身而行动的人最无敌。    ◦ 内在动机 vs 外在动机:为什么“病态”的痴迷才是持久竞争力... more

今年的最后一期播客,我想将带你重回2022年,那场足以载入史册的金融海啸。

你会听到:

一个把斐波那契数列当邮箱、认为“为了救全人类有49%概率毁掉世界也值得按纽”的天才,是如何在短短几年内堆砌起数百亿美金的幻象,又如何在巴哈马的豪宅里,一边打着《英雄联盟》,一边看着70亿美金的客户资产灰飞烟灭。

为什么全世界最顶尖的VC和政客都被他玩弄于股掌之间?

他为什么敢研究付 50 亿美金让特朗普退选?

我会通过一个有趣的“骰子游戏”揭示了金融世界最残酷的真相:很多时候,你以为在赚概率的钱,其实是在为... more

昨晚看完第7集同乐者,实在是太喜欢了,忍不住聊了几句...

更多精彩内容欢迎大家关注公众号《格慧笔记》~

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#26
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#41
Hong Kong/Arts/Visual Arts

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1. 知行小酒馆
2. 岩中花述
3. 疯投圈
4. 忽左忽右
5. 投资实战派

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格慧说 launched 7 months ago and published 25 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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