
GoodWhale Community,學習理財是每個人的基本權利! 投資理財不應該是少數人專屬的知識,我們相信每個人都應該學習正確提升財富的方法,這也是我們設計此社群的初衷,讓人輕易上手,快樂分享,跟著社群的大家一起進步一起學習~ -- Hosting provided by SoundOn
| Publishes | Twice weekly | Episodes | 105 | Founded | 2 years ago |
|---|---|---|---|---|---|
| Language | Number of Listeners | Categories | EducationBusiness |

台幣長期在 1 美金兌 31 左右晃、出口賺到爽,薪水卻像被定格;房價飛天、壽險瘋狂吸金、大家又超愛存錢——這些看起來零碎的現象,其實都被綁在同一個「台灣經濟閉環」裡。
這集我們從《經濟學人》那篇把台灣點名為「全球最失衡成功故事」的報導聊起:
為什麼大麥克指數說台幣被低估 55%,央行卻拿出「iPhone 指數」反擊?
出口順差擴大到 GDP 16%,理論上台幣應該升值,為什麼反而被壓在弱勢?
低利率+弱匯率,如何一邊撐住中小出口業、一邊把年輕人的房價推到天花板?
我們會把整個結... more
今晚《財經動向》,先從大家最有感的情緒開始:AI 到底是泡沫,還是被情緒放大的革命?我們聊到社群演算法如何把人關在同溫層,為什麼同一支影片,底下永遠是兩種截然不同的世界。
接著轉向兩位重量級人物:一邊是特斯拉──馬斯克透過新酬方案,股權有機會拉高到 25%,我們從 KPI 設計、話語權到「你是投公司還是投一個人」這個問題,帶大家一起思考。另一邊是巴菲特,被視為「最後一封」的重要股東信,談傳承安排、怎麼選 CEO、以及那句最實用的提醒:「先決定你的訃文該怎麼寫,再活成那樣的人。」
下半場則聚... more
這一集,我們從近期最熱門的幾件事聊起:Michael Burry 跑去做空 NVIDIA 和 Palantir,網路上開始充滿「AI 是泡沫」的文章;同時,OpenAI 投資的 1X 竟然直接推出可以在家澆花、倒垃圾、開冰箱的人形機器人,而且還開出史上最明確的價格——買斷兩萬美金,或月付四九九。
我們一起拆開這支看似震撼、實際卻有「遠端真人協助」的機器人影片,聊聊它到底改變了什麼,又為什麼會讓全球科技圈瞬間炸開。
接著,我們把鏡頭拉到上游,看 OpenAI 與亞馬遜 AWS 的大合作,用一個... more
這集我們先從一個實用主題出發:怎麼把信用卡額度與還款紀錄養好,讓銀行信任長在你名下,為未來房貸、車貸,甚至跨國資產配置先鋪路。接著回到市場主線——聯準會再降一碼,但聲調偏保守;與此同時,AI 熱度持續延燒。GTC 上「算力=新型能源」的敘事被講清楚了,從電信、機器人到產業基礎設施的佈局同步推進,點名效應外溢到多個供應鏈環節。
我們把鏡頭拉到特斯拉:電話會議對 Robotaxi 的時程與事故率信心、FSD 訂閱仍有滲透空間、Optimus 的量產路徑,以及自研晶片在效率與成本上的定位。數字面我們... more
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一群人坐在一起講廢話不簡單,我聽快要一年的廢話也不簡單,我五星、你們一星合起來六星。
「有些人買股票認定它會回來的哈哈哈」有研究有信仰就持續買進持續投資(例如指數),不能這樣嗎?能否開示好笑的點在哪?
很想給一顆星,但既然誠心發問就給五顆,如果願意回應的話感謝
Hi
我是VI學員鎮威,一直很喜歡你們針對美股市場動向的分析與操作分享。JohnJohn主持越來越好、Bryan的幹話讓整個節目充滿生命力、Maggie和Ediger精闢及理性的分析,讓我們這些小散戶在投資路上不再孤單。作為Podcast的忠實粉絲會一直支持你們的,加油👏
以下有幾個小小的建議~
因為Bryan & Maggie腦袋和嘴巴反應都比較快,希望在他們提到一些專業術語或思考邏輯時JohnJohn可以適時協助用口語方式重述讓聽眾比較好理解;此外,希望可以多邀請Raina回來,很懷念她以前的投資分享,很精彩!
希望未來直播、podcast,Bryan能夠不要一直搶話、口齒可以清晰一點⋯好常聽直播聽得好辛苦⋯講一講又會一直笑,真的聽得很痛苦
How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.
Apple Podcasts | #75 |
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GoodWhale 你的財鯨好夥伴 launched 2 years ago and published 105 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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