情感和读书播客,主播是INFP。 每个话题都希望能请到一线经验者来聊。 Dare to inquire, eager to learn. 请不到嘉宾时,偶尔自己上来嘚嘚一期。 建议您在收听节目时,能找件更有意义的事做,比如:逛公园,骑行,刷碗,擦地,收拾衣柜,洗大澡... 祝听友们更幸福、更富有、更睿智(顺序分先后)。
Publishes | Weekly | Episodes | 128 | Founded | 2 years ago |
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Language | Number of Listeners | Category | Leisure |
🎤本期嘉宾:
董艺婷|21年买方投资,量化FOF管理人,公众号「Beagle小猎犬号」,播客「慧客堂」
⏯️本期简介:
很多人在反思过去的亏损时,要么会觉得自己就是因为没把大势看清楚,要么是懊恼这次为啥我没赶上。好像大家似乎都觉得判断市场牛熊是件比较容易,且至关重要的事情。但在我看来,择时恰恰是投资里最难的一件事情。
本期深入聊聊择时这门传说中的“屠龙术”。对于专业的基金经理而言,择时不仅是对抗认知,更是在对抗强大的被动因素——比如合同约束、KPI考核、产品战略和渠道关系。很多时候,压... more
🎤 本期嘉宾
周剑红丨青山资本 董事总经理
⏯️ 本期简介
• 本期节目录制于2025年 9 月下旬
我的公众号每年都会转发青山资本的一篇年度报告,这件事是一个纯自发的行为,这么干是因为,与常见的一级市场投资报告不同,青山完全不讨论投资机会,更像是在写社科论文,随便举几个他们讨论的话题:
是什么形塑了一个代际的共同底色?
为什么如今关于婚姻的争议越来越大,甚至这个共识都变得可有可无了?
为什么消费越来越像是某种劳动了?
中国式中年有什么不一样?
中国有超过 1亿人当过平台工人,他... more
🎤 本期嘉宾
林晓明|华泰证券金融工程首席分析师
⏯️ 本期简介
• 本期节目录制于2025年8月中旬
这是一期酝酿了快2 年的节目。2023 年底,我收到了本期嘉宾华泰证券金融工程团队林晓明老师寄来的一本230多页的研究合集,A4纸大小,这份厚厚的册子,名叫《经济周期实证理论及应用》。我知道这本合集的分量,林老师团队投入很多人,持续时间超过10年,这是一个漫长的求真过程。
我很想做一期对得起这份研究的节目,一开始想得是单口,但无奈很多内容我理解起来很吃力,拿起放下,拿起放下,断... more
🎤 本期嘉宾
张九龙 | 华夏深国际REIT基金经理
⏯️ 本期简介
• 本期节目录制于2025年6月中旬
这期本来是想聊一本书,叫《适度不敬》,是REITS之父SAM ZELL的自传。
我注意到这本书,完全是出于对REITS投资的兴趣,读起来发现这是一本味道很正的创业故事。
一家子移民,逃难到美国,经商的家学深厚,哪怕是和自己老爹要钱,也得是生意本身可靠,然后以入股的方式帮忙,在商言商。
SAM ZELL虽然叫REITS之父,但这个资产类别并非他开创的,他只是这行的一号玩家... more
和林晓明老师这期节目太棒啦
这语速太快了吧,必须降倍听
喜欢南添,讨厌温义飞,多请实在人,少点鸡贼佬
请问怎么加微信看ppt呀?
感觉全集大部分都在吐槽县城,与一线城市的各种对比,确定真的深入了解现在的县城吗,作为县城听众听的很不适🤮
How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.
Apple Podcasts | #129 | |
Apple Podcasts | #103 | |
Apple Podcasts | #146 | |
Apple Podcasts | #81 | |
Apple Podcasts | #83 | |
Apple Podcasts | #210 |
Listeners, social reach, demographics and more for this podcast.
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