
--欢迎来到《宏观视野》 这里不急于给出结论,而是帮助你理解世界如何运转。 我们专注于宏观经济、全球市场与长期趋势,系统梳理顶级经济学家、央行决策者与投资大师的核心观点,帮助你在复杂信息中建立清晰的判断框架。 本频道将持续呈现: • 以通俗方式解析复杂的宏观经济现象 • 精选诺贝尔经济学奖得主、央行行长等权威观点 • 解读影响全球经济格局的关键事件与政策走向 • 探讨宏观趋势如何影响个人投资与现实决策 • 拆解巴菲特、达里奥等投资大师的长期逻辑 无论你是投资者、经济研究者,还是希望理解时代变化的理性思考者,这里都将为你提供有价值的视角。 订阅《宏观视野》,用更高维度看懂世界。 #股票 #投资 #学习 #宏观经济学 #AI #认知 #商业
| Publishes | Daily | Episodes | 32 | Founded | 4 months ago |
|---|---|---|---|---|---|
| Language | Number of Listeners | Categories | BusinessBusiness NewsNewsInvesting |

本期简介】 在过往的技术创新浪潮中,新技术通常会带来更广泛的经济参与,并为资源和资本的公平分配奠定基础。然而,人工智能(AI)的发展似乎正在打破这一规律。本期《宏观视野》我们将跳出单纯的技术与商业视角,深入探讨AI技术浪潮背后的宏观政治经济学。我们将审视AI如何将财富以前所未有的速度集中在极少数个体和特定地区(邮政编码)手中,从而阻断了广泛的经济参与路径。当具有极高流动性的科技与金融精英纷纷带着资本在全球自由迁徙,当拥有强大政治话语权的白领管理阶层面临被技术彻底取代的威胁,过去几十年维持社会稳定... more
【关于本期节目】 欢迎收听本期《宏观视野》。今天我们将目光投向掌管着数万亿美元财富的挪威主权基金,并为您带来一场极其重磅的顶层对谈。本期节目的嘉宾包括在1996年创立该基金的挪威前财政部长、北约前秘书长 Jens Stoltenberg,以及全球顶级投行高盛(Goldman Sachs)的首席执行官 David Solomon。面对复杂多变的地缘政治、狂飙突进的人工智能,以及差距日益扩大的中美欧经济格局,全球顶尖的政治家与金融寡头是如何审视当下并布局未来的?本期节目将带你穿透市场噪音,鸟瞰决定未... more
本期简介】 2026年4月28日,核心海湾产油国阿联酋宣布退出OPEC及OPEC+,终结了其延续近60年的成员国身份。这绝非此前安哥拉、卡塔尔退群的简单重演,而是一场足以撼动全球宏观体系的“地震”。 为什么阿联酋要决然打破OPEC的集体纪律?油价为何在声明发布后不跌反涨?多极化供应下,美国、沙特等国的原油定价权将如何重塑?本期《宏观视野》,我们将带你穿透短期的市场噪音,深度剖析阿联酋“退群”背后的真实动因,以及这一历史性事件对全球油价中枢、能源格局甚至“石油美元”霸权所产生的深远冲击。【核心话题... more
【本期简介】 欢迎收听《宏观视野》。本期节目我们将深度拆解贝莱德(BlackRock)最新发布的2026年第二季度全球投资展望报告。在人工智能基础设施建设狂飙、中东地缘政治局势紧张以及全球杠杆率不断攀升的背景下,传统的投资常识正在被颠覆。科技巨头的微观决策是如何撼动整个宏观经济的?为什么我们常说的“分散投资”在当下可能只是一种幻象?面对全新的市场格局,聪明的钱正在流向哪里?本期节目将带你硬核解读驱动2026年市场的核心趋势,以及如何为你的投资组合制定“B计划”。【核心看点】微观即宏观 (Micr... more
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How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.
Apple Podcasts | #96 |
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宏观视野 launched 4 months ago and published 32 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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