面基
面基替听友和自己多问几个为什么？
| Publishes | Weekly | Episodes | 156 | Founded | 3 years ago |
|---|---|---|---|---|---|
| Language |  ZH-CN | Number of Listeners | Category | Leisure |
Listen to this Podcast
Latest Episodes
🎤 本期嘉宾
姜诚 | 中泰资管基金经理，雪球 ID：就叫姜诚
⏯️ 本期简介
• 本期节目录制于2026年5月中旬
今年是姜诚从业 20 年，面基邀请他再来聊聊关于价值投资的那些老生常谈的“古老概念”，以及一个践行价值投资理念十来年的投资者的生活、选择、所思所想。
节目最后，姜诚特意强调：
我做价投没有 20 年，前面那几年得剔除掉，入行时没有哪一个师傅说过价值投资是什么，只是带着做了一些价值投资者做的动作，但并非真价投，因为没信。我也不想做价值投资的代言人，我是一个资产管理人，... more
🎤 本期嘉宾
恽雷@南方基金，基金经理，INFP
恽雷来坐客的往期节目：
自由现金流 ｜ DCF理解及应用 ｜ 资产配置与有效前沿
⏯️ 本期简介
• 本期节目录制于2026年 5月 中旬
这可能面基头一次连续两期节目都是同一位嘉宾，原因是我认为本期节目还挺贴合热点的。
一来持有恒科的基民最近心态都有些破防，一方面PE 估值已经来到了上市至今历史 10% 的水平，仅次于25 年 4 月贸易战，以及 24 年初，更让大家难受的，是和本轮 AI 牛科技牛没啥关系。
二来富途老虎这档... more
🎤 本期嘉宾
恽雷@南方基金，基金经理，INFP
⏯️ 本期简介
• 本期节目录制于2025年8月下旬
这期节目是恽雷的第二次返场，录制于去年 8 月，可能确实存货比较多，莫名其妙地就拖了这么久...
恽雷第一次来，聊的是自由现金流这个指标，以及为什么把它作为自己选股思路的基石。上一次来聊的是如何理解并在投资中应用 DCF 公式。
这次录制的背景是，他新接手了一只 FOF 基金。所以对他而言，这是一个必须好好回答的老问题，却也是新命题——如何做资产配置，而且侧重方向是在A股以外的市... more
🎤 本期嘉宾
汉洋 | 「蜉蝣天地」「山有虎」「诗梳风」主播，「汉洋在溜达」
⏯️ 本期简介
今天的嘉宾是汉洋，其实很早就该录的，但是由于我社恐，一直拖延。
去年汉洋和他的几个朋友在俄罗斯远东地区租了1200亩地，种大豆，转租给他们的二地主，是一个在俄罗斯种了十多年地来自鹤岗的东北人，叫王哥，之前是黑龙江国营农场的农业技术员。
几个年轻人，种1200亩地，按照中国经验，这简直是不自量力，综艺节目也不敢这么拍。
中国的人 均耕地面积 1.3 亩，1200亩几乎能分给1000人了。
more
Reviews
- 年度爱听播客
从对主持人说的专业词语一窍不通，到每次听到什么不懂的就去问 ai，慢慢的在学习，懂得比同龄人多蛮多了😁非常感谢面基，希望有一天我也能上这个节目！
Apple Podcasts5也许会再相见China3 months ago - 怎么删了
怎么删了
Apple Podcasts5Happy2tChina4 months ago - 听多了感觉同质化太多了，已经快听不下去了
如题
Apple Podcasts1微博用户好几年China4 months ago - 关于1月6日的节目删除问题
这期节目真棒，听了三次，为啥删除了？
Apple Podcasts5steven920316China5 months ago - 周洛华老师的叙事很感动
原来真有这么宏大叙事的宝藏故事，越听越激动，有一种看《星际穿越》的快感与感动，感觉很伟大
Apple Podcasts5可可西木尼China6 months ago
Chart Rankings
How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.
Apple Podcasts | #84 |  United States/Leisure |
Apple Podcasts | #85 |  Canada/Leisure |
Apple Podcasts | #202 |  United Kingdom/Leisure |
Apple Podcasts | #108 |  Australia/Leisure |
Apple Podcasts | #182 |  Italy/Leisure |
Apple Podcasts | #62 | China/Top Podcasts |
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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面基 launched 3 years ago and published 156 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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