厚雪私募班
雪球《厚雪私募班》是由雪球出品的一档聚焦私募投资的播客节目。我们将从私募投资者最关心的实际问题出发，系统解读不同私募基金的投资理念、策略框架和风险收益来源，以及在不同市场环境下的私募基金配置逻辑。在这里，你可以听到雪球私募基金产品研究部门的专业观点，也可以直接获得来自头部私募基金管理人的真知灼见。 雪球旗下雪球基金是国内的头部私募基金销售持牌机构，其代销私募市场中超额收益较高、资金规模较大、市场知名度较高、策略丰富度较多元的私募基金产品。在雪球可以获得极具特色和策略多样性的私募产品，高质量的私募投资者交流，专业的私募研究信息，以及极具投资性价比的服务（在雪球购买私募享有0认申购费）。如果大家对购买和投资私募基金有兴趣，欢迎登陆雪球APP咨询。
| Publishes | Weekly | Episodes | 23 | Founded | 5 months ago |
|---|---|---|---|---|---|
| Language |  ZH-CN | Number of Listeners | Category | Business |
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Latest Episodes
嘉宾：玉婷｜雪球金融产品与研究部负责人
“绝大多数人的体感，其实是在这个所谓的牛市里亏钱。”这是玉婷在节目里对当下市场的一句概括。最近这段时间，A股走得格外拧巴：科创等前期主线一天之内能先跌下去再猛拉回来、或者冲高后直直砸下来，资金像电风扇一样在风格和行业之间来回切。市场看着欣欣向荣，可真正被这波行情带得舒服的人并不多——尤其是手里拿着量化、CTA、宏观这类相对分散产品的私募投资者，越均衡反而越跑不赢那个最极致的资产。
而这种单日深V、来回切的行情，恰恰是对几乎所有策略都不友好的一种。手里的产品... more
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“慢慢变有钱”这件事。
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为不同的宏观框... more
嘉宾：玉婷｜雪球金融产品与研究部负责人；王珞奇｜雪球资管FOF基金经理
最近这一年多，A股最有体感的一个词大概就是分化——旱的旱死、涝的涝死，资金高度抱团，主线几乎钉死在科技、尤其是“光”这一条窄路上。站在线上的热闹非凡，站在线外的被晾在一边。在这种极致分化里，最容易被嫌弃的往往是量化，尤其是那些持仓分散的产品，总像慢了半拍——明明拿到了相当可观的正收益，却还是换来大面积私募投资者的不满意，理由是“别人家科创涨了十几”。
更现实的问题是，真想配一只量化，光是第一步就够让人犯怵：500指增、100... more
嘉宾：钟达奇｜泽元基金合伙人、投研总监
当AI成为这一轮行情几乎唯一的主线，算力、光模块、芯片不断创出新高，传统能源、消费、地产却在流动性的虹吸下持续走低，一边热火朝天，一边无人问津，市场的分化达到了罕见的程度。站在这样一个极致分化的时点，每个投资者迟早都要回答同一个问题：是顺着市场主线往前走，还是守住自己真正理解、真正相信的那套方法？
这一期节目，我们邀请到泽元基金合伙人、投研总监钟达奇，把“原教旨主义价值投资”这件事，从理念到落地彻底拆开来聊。“我没有办法去跟泡沫共舞，但我也不会过早地踏入到... more
Chart Rankings
How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.
Apple Podcasts | #100 | China/Business |
Apple Podcasts | #208 |  Ireland/Business |
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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厚雪私募班 launched 5 months ago and published 23 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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