
《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,我们会邀请对各行各业有认知、有思辨的高手,他们可能对投资有独到的见解,也可能对世界有全新的认识。一起来听大家分享自己的专业领域、生活态度、人生哲学。我们希望通过不同观点的碰撞,和大家一起发现投资机会,共同缓解人生焦虑,以长期持有的心态,面对生活,面对自我。 雪球公司成立于2010年,以“资产配置、长期持有”为理念,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财富管理平台。雪球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。大家在这里聊认知,聊专业,聊人生。 如果你对节目有任何建议,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。
| Publishes | Weekly | Episodes | 142 | Founded | 3 years ago |
|---|---|---|---|---|---|
| Language | Number of Listeners | Categories | InvestingBusiness |

👨嘉宾:董梁|创金合信基金首席量化投资官
今年上半年科技股一路高歌,七月初风格急转,涨幅迅速回吐。没在六月前重仓科技的人,今年收益走到今天大概率是负的;六月才跟着追进去的人,回撤三四十个点并不少见。而在这期节目播出的前一个交易日,上证指数还跌破了3600点……对于经历了一轮过山车行情的投资者来说,一定是焦虑、疑惑、犹豫重重。
科技退潮之后,钱又会往哪去呢?科技板块还能不能反弹没有人不知道,但大量的机构已经在开始关注消费、红利、能源这些非科技类板块。在今年六月,中证红利一度跌超10%,在稳健... more
👨嘉宾:张烈|交睿投资创始人、投资总监
股债跷跷板,曾是很多投资者做资产配置的底气:一头跌了,另一头多半能托一把。可今年这块跷跷板不太灵了,股债时常同涨同跌,贵金属和权益的相关性也高得反常。科技行情同样大起大落,上半年一路走强,7月又迎来一波大幅回调。不少投资者发现,精心分散的几类资产,到了关键时刻并没有互相照应。
资产越来越难分散,组合的波动该怎么管?本期节目我们邀请到交睿投资创始人、投资总监张烈。他把交睿的策略定义为基于多维波动率管理的宏观量化,并把波动率管理作为首要任务。在他看来,资... more
👨本期嘉宾:王浩岚|「美轮美换 The American Roulette」主播
距离11月3日的美国中期选举投票日还有不到一个月的时间,这次选举将是对特朗普及其执政党的一次严峻的考验,决定着共和党能否继续把持国会的多数席位,以及特朗普未来的执政周期是否会步入“跛脚鸭时代”。
按照历史经验来看,中期选举历来是给执政党踩下的一脚刹车:比如2010年中期选举,共和党夺回众议院,2014 年第二次中期选举,参众两院全部归共和党,此后奥巴马政府依靠国会立法推动大规模自由派法案变得非常困难。而本次中... more
👩🏻本期嘉宾:江东猫草Neko|「远行者与碎冰匠」主理人
7月科技行情闪崩之后,A股成交额从3万亿一路缩到1.5万亿,资金重新找方向,消费似乎也在逐渐回到投资者的视野——可我们翻开2026年上半年的宏观数据,就能感觉到矛盾扑面而来:GDP增长4.7%,居民人均可支配收入名义增长5.2%,社零涨了1.2%。数据在涨,但体感消费却依然冷冰冰,问题出在哪?
本期嘉宾是「远行者与碎冰匠」主理人江东猫草Neko。2016年,她因“人均GDP过8000美金”的信号转入消费研究,2024年10月离场,... more
好 干货很多
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……
老师非常专业啊,这期节目太值了
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
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。
How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.
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Apple Podcasts | #106 |
Listeners, social reach, demographics and more for this podcast.
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