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理財幹話王

Uncle Wave & 發仔

幹話解析,領先大盤;毋需置產,荷包滿滿。 疑難雜症 or 任何幹話 歡迎來信|Uncleandfazei@gmail.com

PublishesTwice monthlyEpisodes302Founded5 years ago
Language
Korean
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NewsBusiness News

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Artwork for 理財幹話王

Latest Episodes

還記得《大賣空》的那個醫生嗎?對,就是那個看穿房市崩盤、卻被所有人當瘋子的Michael Burry。十五年後,他又出手了——這次不是房子,而是AI。

 

當全世界都在喊「這次真的不一樣」、連狗都會使用OpenAI找飼料的年代,他卻默默押下11億美元空單,對準Nvidia、Palantir。市場笑他老派,他卻笑市場太壞。

Uncle🧑‍🦲認為,投資市場永遠在重播同一首歌。只是每次高潮時,大家都忘了音樂總會停。這一集,讓我們一起聽聽:Burry的孤獨、AI的狂熱,還有市場狂歡終止時,投資人最... more

這場以「AI」為名的繁榮,看起來像科技革命,甚至像迎接新時代的來臨,但味道卻有點熟悉….

從股市、加密貨幣、體育博彩、甚至預測選舉的平台,你會發現,整個世界都在「押注未來」!

美聯準會在降息,川普在放鬆監管,除了股票市場、加密貨幣,就連選舉也能作為投資一環的平台Polymarket,都成為了投資人的新寵。

IMF的報告裡寫得婉轉:「風險資產遠高於基本面」。Uncle🧑‍🦲今天不是來唱衰AI,只是想提醒大家:科技可以很聰明,市場可以很瘋狂,而人性,永遠是一樣的。

當大家都在高喊「這次不... more

史上最大清算日,信仰者變成提款機。

這不是金融市場第一次崩盤,但可能是幣圈最痛的一次。

川普一句話,就像丟進市場的一顆手榴彈,24小時內,比特幣暴跌逾兩萬美元,全市場爆倉金額超過190億美金,創下加密貨幣史上最大紀錄。

曾說出「長期持有才是信仰」的麻吉大哥,也在這波裡被掃出場。帳上獲利從4,000萬美金,變成虧損千萬,成了活生生的「槓桿教材」。

這一集,我們要聊:

• 為什麼一句政策話,就能掀起全球清算風暴?

• 為什麼幣圈的槓桿像排骨湯,一滾就滿鍋翻?

• 麻吉大哥這次的虧損,究... more

悶悶不樂的Uncle🧑‍🦲看著瘋狂大漲的台股,為何心中沒有一絲的波瀾?

黑天鵝門徒、避險基金傳奇Mark Spitznagel警告:眼前的美股,就像1929年股災前的派對,還能嗨,但最後一定會出事!

本集讓Uncle🧑‍🦲帶你看懂Spitznagel的「尾部風險」策略、為何政府越救市越危險,以及投資人真正該怕的是誰?

延伸聆聽

EP295 : ppt.cc/f5SHQx  關稅風險

EP296 : ppt.cc/fA608x  13F報告大解析 more

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4.9 out of 5 stars from 3.4k ratings
  • 跟發仔uncle分享一下近況

    晚安,如果繼承公告市值約2000萬的農地,農地位在人口約一萬的地區,發仔跟uncle會有什麼想法嗎?因為不清楚家父財務狀況所以拋棄,順道一提兄弟姐妹共四個人。

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  • 感謝Uncle與發仔分享

    感謝Uncle與發仔分享,期待更新節目,趕快上來留言感謝;

    祝福你們健康平安每一天!

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  • 老爸爸的兒子

    EP300 普天同慶

    期待EP3000到來的時候 老爸爸的孫子可以不用繼承父業追蹤穩懋 另外請教 日本與越南作為衛星投資部位 哪一個是更好的選擇

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  • 五星絕對好評

    哈!聽到老爸爸留言,看來穩懋變穩套的我並不孤單🥲一直支持安可跟發仔!好久沒有聽到大三浪了🥲🥲希望可以再衝幾波!

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    Taiwana month ago
  • 老爸爸的兒子

    再來追蹤一下穩懋吧,基本面、技術面、籌碼面,感謝兩位。

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Apple Podcasts
#234
Canada/News/Business News
Apple Podcasts
#148
Australia/News/Business News
Apple Podcasts
#2
Taiwan/News/Business News
Apple Podcasts
#47
Taiwan/News
Apple Podcasts
#91
South Korea/News/Business News
Apple Podcasts
#94
Philippines/News/Business News

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1. 兆華與股惑仔
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5. 財訊 《Wealth Magazine》

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理財幹話王 launched 5 years ago and published 302 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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