厚雪长波
雪球官方账号《厚雪长波》是由雪球出品的，一档和投资相关又不止于投资的节目。在这档节目中，我们会邀请对投资有见解、有故事的嘉宾和球友，一起来分享他们的投资日常、生活态度。我们希望通过不同观点的碰撞，和大家一起发现投资机会，共同缓解投资焦虑，让财富的雪球越滚越大。 你对节目的任何建议，或者你有任何在节目中想听到的话题和想邀请的嘉宾，都欢迎与我们联系。大家可以登录雪球APP给“厚雪长波官方账号”发私信，或者发邮件至houxuechangbo@xueqiu.com。 雪球成立于2010年，从投资社区出发，现已成为极具影响的集投资交流交易于一体的在线综合财富管理平台。雪球目前已拥有超过5700万用户，聚集了国内对投资感兴趣、有见解，对权益资产接纳度较高的人群。
| Publishes | Weekly | Episodes | 126 | Founded | 3 years ago |
|---|---|---|---|---|---|
| Language |  ZH-CN | Number of Listeners | Categories | InvestingBusiness |
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Latest Episodes
👨本期嘉宾：许仲翔｜锐联集团创始人暨全球CIO
沃什首秀之后，我们和锐联集团创始人暨全球CIO许仲翔聊了聊美联储、黄金、AI泡沫，以及早期量化与指数发展史。
沃什刚完成首次议息会议，市场争论他是鹰派还是鸽派、独立还是听话。锐联资产管理创始人许博的回答是：研究沃什这个人，本身就是错误的起点。理解美联储，先要理解它的委托人结构——谁任命了他，谁的中期选举需要一张降息的支票，谁在用这场戏建立自己的credibility。这不是阴谋论，是第一原则。
顺着这条逻辑往深走，许博展开了一套与主流叙事颇... more
👨本期嘉宾：丁楹｜康曼德资本董事长、基金经理
AI板块涨到高位、估值越来越贵，行情开始分化，不少投资者面对科技股已经“不敢下手”——这究竟是2000年式的泡沫，还是一轮远未结束的趋势？当市场从流动性驱动转向盈利驱动，当人人都能让AI“推票”，主观投资的价值又在哪里？比起追逐热点和盘感，真正能穿越一轮轮牛熊的，往往是一套被反复打磨、不断进化的投资体系。
本期节目我们邀请到康曼德资本董事长、基金经理丁楹。他1994年入行，是中国第一批公募基金经理，32年里几乎完整经历了A股每一轮周期。这一次，... more
👩本期嘉宾：蒙蒙 |「不上班基地」主理人
《置身钉内》刷屏的这几天，我们刚好在准备今天这期节目的后期工作，第一时间决定赶在这个时间把这期节目上线。虽然录制时间在5月份，我们当时也无法对这篇文章做出讨论，但这期节目的嘉宾，也是一个在厂里历经了十几年折腾的人，她对于职场、生活与投资也有着自己特殊的理解。
在我看来，这篇文章像是一个人被系统消耗殆尽之后留下的最重的东西，它从一个普通员工的视角，回答了“为什么会变成这样”，也让很多人看清楚了那个系统里发生了什么。但它本质上是一个关于“在里面”的故事... more
👨本期嘉宾：陈鹏｜远澜基金合伙人、宏观量化投资经理
全球资产剧烈波动的这一年，宏观策略、尤其是宏观量化，正被越来越多的私募投资者重新关注。借助量化与AI的算法加成，这类策略被认为能更敏锐地捕捉市场信息，也更从容地应对极端行情。但对大多数投资者来说，宏观量化依然有点“看不懂”：它到底赚的是什么钱？很多人说，赚的是“概率的钱”——可这个“概率”，真的只是“赢面有多大”这么简单吗？
本期节目我们邀请到远澜基金合伙人、宏观量化投资经理陈鹏，从投资者最关心的地方聊起：量化是不是一个只看数据、每次都能... more
Reviews
- 好👍
好 干货很多
Apple Podcasts5能屈能伸进退自如China5 months ago - 播客不要气泡音
听最新一期讲比特币挺感兴趣的，但嘉宾的气泡音真的很干扰听感……
Apple Podcasts3小生惭愧China6 months ago - 地产西峯老师这期节目是我今年听到的最有价值的一期节目之一，非常非常专业
老师非常专业啊，这期节目太值了
Apple Podcasts5wendy0988China6 months ago - 角度单一 主观切入
只谈已婚人面对的问题 无视其他类群体视角 主观切入 歧视其他群体
Apple Podcasts1API DiggChina8 months ago - 听君一席话，如听一席话
建议播客改名为《薛定谔的炒股建议》：既有用又没用，全看你是否愿意相信空气能饱腹。
Apple Podcasts2realhshenChina10 months ago
Chart Rankings
How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.
Apple Podcasts | #158 |  United States/Business/Investing |
Apple Podcasts | #112 |  United Kingdom/Business/Investing |
Apple Podcasts | #144 |  Canada/Business/Investing |
Apple Podcasts | #240 | Canada/Business |
Apple Podcasts | #117 |  Australia/Business/Investing |
Apple Podcasts | #191 |  Germany/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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厚雪长波 launched 3 years ago and published 126 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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