
永远向更宽阔之处去。
| Publishes | Weekly | Episodes | 34 | Founded | 9 months ago |
|---|---|---|---|---|---|
| Language | Number of Listeners | Categories | Personal JournalsSociety & CultureVisual ArtsArts |

现在是2026年4月8号晚上,趁着特朗普还没发言,局势还没有进一步变化,我想回顾一下昨晚的原油价格闪崩事件始末。
时间轴:00:00 - 01:23:开场与原油基础知识(WTI和布伦特)01:23 - 02:29:中国角色与“石油人民币”02:29 - 03:55:OPEC+03:55 - 05:07:美国页岩油与期货本质05:07 - 07:37:油价暴涨回顾(2026年2月-4月初)-地缘政治诱因:2026年2月28日美以打击伊朗。-霍尔木兹海峡封锁:全球20%-25%的原油运输受阻,恐慌预... more
今天这期,我想来聊一个我觉得特别适合拿来做“市场教学时刻”的话题。就是 2026 年 3 月,这一轮对冲基金到底发生了什么。
很多人一看到这张表,第一反应都很简单:哇,怎么连顶级对冲基金都在亏钱?不是说他们很稳、很牛、很会对冲吗?怎么中东一打,市场一乱,还是照样被狠狠干翻?
但我觉得啊,如果我们只是停在这一步,那其实还是在看热闹。
这张表真正有意思的地方,不是“谁赢谁输”本身。
同样是对冲基金,为什么有人被炸得很惨,有人反而吃到了这波?同样都是专业玩家,为什么 Andurand 单月能涨 30... more
这是最后一期关于投行风云的播客啦,这一期是对第四季5-8集的全部解读。
说实话,我觉得第四季最后两集有些烂尾,并且我感觉第五季有往politics方面走的倾向,所以,我个人是对这个结尾不是很满意的。
录完这一期后,我打算休息两天,就重新回到原来的播客规划上,还是专注于交易,市场解读和一些商业故事上,很感谢朋友们一直以来的关注和支持!
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时间轴:
第五集:0:0-54:14第六集: 55:57-01:44:43第七集: 01:45:15-02:25:28第八集: 02:25:30-02:51:4... more
又是一期录了四个半小时的播客�。
《投行风云》系列做到今天,我已经慢慢从一开始的单纯想讲讲它其中的金融知识,到这最新一期我恨不得把每一句台词都拿出来分析...以至于越录越长,越录越觉得还有好多东西没讲。
总之,这一期是我对投行风云第四季1-4集的一些解读和分析,我已经尽量往金融上靠了,但里面还是有很多我对剧里文学,哲学,艺术,音乐,社会现实上的内容分析,希望朋友们喜欢~
分集解说:第一集: 0:0:0-55:19第二集: 55:19-01:09:53第三集: 01:09:53-02:19:34第... more
How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.
Apple Podcasts | #14 | |
Apple Podcasts | #31 | |
Apple Podcasts | #156 | |
Apple Podcasts | #238 |
Listeners, social reach, demographics and more for this podcast.
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格慧说 launched 9 months ago and published 34 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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