《Breakneck》读后感完整全文请见substack:wenli.substack.com/p/breakneck
时间戳:
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00:05:19 你的资产其实都很水
00:07:14 「65号规则」:中国式解决方案?
00:09:05 贫困感为何越来越强?我觉得是鲍莫尔病
00:12:56 中国有斩杀线吗
00:15:19 王丹《breakneck》读后感:似乎找到了部分原因
00:23:38 人民与治理体系之间的微妙关系 more
我的《发现叙事》substack和播客已经运营一段时间了。初衷是想搭建一块实验场,看看在“发现叙事— 分析叙事— 预测叙事对现实世界的影响”这件事上,我有没有和AI的契合点?AI究竟在”发现叙事“中能发挥什么作用?更重要的是——AI和人类(我)谁更靠谱?
要回答这个问题,最简单直接的办法就是:比划比划。干脆和AI比场赛。
既然是比赛,那就要找一个比赛项目。这个项目需要有一个明确的结果、有足够大的不确定性、过程充满变数、叙事能多次反转、以及冒出黑马的可能性;最好关键人物三不五时发个爆款推文、说... more
本期我们来聊聊“解读”这件事情,以及人类的解读本能和“不安全感”之间的关系。
拿最近两件热议的事情举例:一个是索隐派,另外一个是中央经济工作会议——这两件事虽然听起来离得有点远,但都是有一个底层逻辑。
(今天播客的部分内容,大家可以在我的 Substack 发现叙事中看到。这篇播客和文字内容可能有点不一样,但播客中没有听到的,或者不适合在播客里讲的、大家只能在 Substack 上看到的内容,播客中会有提示。)
🟢 时间戳:
00:00:54 索隐派为何又开始流行?
00:04:04... more
对我来讲,黄金是一个玄学。如果你隔三差五、隔几年再去想一想、梳理一下它到底是个什么东西,会有很多新的感悟。
想成为一名优秀的宏观研究员,但说实话,我感兴趣的黄金比特币这类事物,恰恰是主流宏观研究者们不太感冒去研究的。在他们看来,属于偏门,非宏观研究的主流。主流宏观研究专家们大多很排斥“叙事”这件事,因为叙事无法被模型化,也无法通过数据计算出来。”叙事“这种东西,需要借助文科生般的想象力与浪漫化的敏感度才能发现内涵。那些严谨的宏观研究学者们,自然不会太喜欢这些。
然而,叙事经济学却是我未来非常... more
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发现叙事 launched 7 months ago and published 39 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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