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 | 13 | Founded | 2 months ago |
|---|---|---|---|---|---|
| Language |  ZH-CN | Number of Listeners | Category | Business |
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Latest Episodes
嘉宾：峰哥
如果说，我们之前的大多节目更聚焦拆解专业机构的方法论，那么这一期，我们则把镜头对准了一位真实的私募用户。本期的嘉宾雪球用户峰哥，同时也是雪球的私募基金客户。42岁的他是一名互联网大厂产品经理，靠着房地产时代的红利攒下了第一笔钱，得以在市场中施展拳脚。经过一番详谈，我们发现他的投资经历真可谓十分丰富：2020年，他提前判断楼市走向，果断清仓房产；2021年，带着几百万正式入局私募，此后五年，先后经历了近十只私募产品——主观多头、多策略、市场中性、宏观对冲、量化CTA，有赚有亏，有的果... more
嘉宾：玉婷｜雪球金融产品与研究部负责人
震荡市里最让人纠结的事，莫过于持仓基金突然出现大幅降仓甚至空仓，最近这段时间，市场上下反复、趋势模糊，此时空仓真的是一个好策略吗？持仓不动怕回撤，追高怕站岗，看见空仓更焦虑：这到底是基金经理清醒理性的风控选择，还是看不清行情的逃避和妥协？
本期《厚雪私募班》邀请到雪球金融产品与研究部负责人玉婷，把空仓这一操作彻底拆解讲透：基金经理空仓的真实逻辑是什么？空仓与 “留子弹” 本质是否一致？同等收益下，多策略真的比纯多头更优越？
我们逐一破除认知误区与策略... more
嘉宾：吴伟志 | 中欧瑞博董事长、首席投资官
市场总在周期里反复摇摆，有人追热点、猜宏观，有人盯着情绪与噪音，越操作越焦虑。在A股摸爬30余年、穿越数轮牛熊的投资人，该如何守住长期收益？本期节目我们邀请到中欧瑞博董事长、首席投资官吴伟志，他把投资比作种树——真正带来回报的，不是风雨阴晴的短期波动，而是你种下的优质资产组合。
我们聊了一系列关键问题：白酒跌到什么位置才算真正的机会？成长与价值为何必须各自闭环、不能混搭？左侧布局该怎么控制仓位、分阶段加仓？如何从消费、科技、医药、周期、价值五大投... more
嘉宾：曹靖康 | 正瀛资产投资经理、股票策略负责人
量化投资到底是不是 “黑箱”？AI和量化结合会擦出怎样的火花？指增、T0、高频策略，这些概念总让人一头雾水？在A股市场不断变化、量化行业快速发展的当下，投资者对量化收益来源、因子失效、超额稳定性的疑虑从未停止，甚至对量化团队 “只看数据不研究股票” 存在诸多偏见。
本期厚雪私募班，我们邀请到正瀛资产投资经理、股票策略负责人曹靖康，这位本科遥感、硕士计算机出身的90后量化从业者，带你拆解量化股票的核心逻辑，打破对量化投资的认知壁垒。
我们聊... more
Chart Rankings
How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.
Apple Podcasts | #107 | China/Business |
Apple Podcasts | #140 |  Hong Kong/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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