非共识的20分钟
Jason的投资思考20分钟讲明白一个复杂事件 Jason Huang： 北大金融&历史 9年VC，投资消费互联网 蔡崇信家族办公室前中国区负责人 美元对冲基金NDV创始人: 2年~4x回报 20min.contrarian@gmail.com -- Hosting provided by SoundOn
| Publishes | Daily | Episodes | 53 | Founded | 4 months ago |
|---|---|---|---|---|---|
| Language |  ZH-CN | Number of Listeners | Categories | InvestingBusinessEducation |
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Latest Episodes
2026 年 6 月 16-17 日，凯文·沃什将首次以美联储主席身份主持议息会议。利率期货定价显示约 98% 的概率利率不动，但这场「无聊的会」是观察新美联储的第一个窗口。本期把沃什的「发言」拆成五种类型，逐一对应不同的资产传导管道，并以 1 月 30日提名日的市场反应作为实证：当天他未谈及任何政策，贵金属却出现 1980 年代以来最差单日 ——市场为他重新定价的，从来不是利率。
核心判断：
市场争论「沃什是鹰是鸽」，这个问题从一开始就问错了。他影响市场的管道几乎都不经过利率：他的任命... more
这是球星卡系列的大结局。
三句话看完本集：
• 机会：足球卡落后篮球卡的 5 年差在机制，不在热度；世界杯是窗口，但窗口不等于结果。
• 风险：故事断崖、评级集中、流动性幻觉——越迷人的市场，越需要边界。
• 视野：球星卡只是入口，我们这一代正在把共同记忆翻译成新的资产形态。
这一集想讲清楚三件事：足球卡和篮球卡之间真实的机制差距，2026 年世界杯为什么可能是足球卡的补课窗口，以及这个市场最容易伤人的地方。
足球卡落后篮球卡的 5 年，差的不是热度，而是机制成熟度。足球是全球... more
我已经很久没忍不住给人安利工具了,这一期讲一个我每天离不开的 AI。
语音输入法：你对着它随便说，再碎、再没逻辑的话，它都能当场理成一段通顺、能直接用的文字。
立即免费体验（支持电脑 + 手机，免费可用，按住一个键就能说。说明：这是我的推荐链接，你用它下载我可能有点小福利——但我推荐它纯粹因为真好用。给它三天，过了对着设备说话的别扭期，你大概率会离不开。）
它不只是把语音转成文字，而是把“想清楚”和“写清楚”拆开：你只管说，逻辑和措辞，它来收拾。
关于团队：为什么这产品对中文友好 more
核心判断：
那 32 枚比特币（约 250 万美元）几乎不是为了换现金——同一周公司增发普通股净募约 1.283亿美元才是补血主力。卖币是一个信号：对优先股投资者说「我能卖币付你股息」，对普通股股东说「我不会违约」。它真正暴露的，是资本结构里「谁先拿钱」的排序开始紧张，以及一个控制权解决不了的新约束——每年约 16–17 亿美元、必须用现金支付的优先股股息。
关键事实：
— 2026-05-26 至 31，公司卖出 32 枚比特币、约 250 万美元，均价约 77,135 美元，为2... more
Chart Rankings
How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.
Apple Podcasts | #120 |  Singapore/Business/Investing |
Apple Podcasts | #145 |  Hong Kong/Business/Investing |
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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非共识的20分钟 launched 4 months ago and published 53 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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