面基
面基情感和读书播客，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 | 126 | Founded | 2 years ago |
|---|---|---|---|---|---|
| Language |  ZH-CN | Number of Listeners | Category | Leisure |
Listen to this Podcast
Latest Episodes
🎤 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
🎤 本期嘉宾
恽雷@南方基金，基金经理，INFP
⏯️ 本期简介
恽雷上一次来坐客的节目：自由现金流浇灌出的两朵花
DCF（discounted cash flow）现金流折现模型，更像是一个公理。
它描绘了这样一个理想化的世界：只要我们能知道一家公司未来每一期的现金流，以及不同投资者所需的必要收益率，就能精确算出公司的内在价值，整个过程无需更多其它假设。
DCF模型是估值体系的根基，大部分理论都是围绕DCF模型展开的，要么研究分子端的各种口径的现金流，要么研究分母端诸如CAPM和... more
🎤 本期嘉宾
张笑宇｜著有《AI 文明史·前史》、文明三部曲、《世界之中》
⏯️ 本期简介
本期嘉宾是我dreamlist上的张笑宇老师，感谢中信出版社让我成功追星。
若非内容需要，我不太喜欢看历史类的内容，但张老师的文明三部曲里很少有那些我最不感冒的王侯将相英雄人物的传奇故事，或者抽象的观念变迁。
相反，历史在它的书里回到了坚实的物质基础上，哪些是生存发展的硬约束，哪些系统参数被技术改变了。
这次张老师将视角转向了加速创造历史的AI，出版了新书《AI文明史》。他从苏格拉底时代哲学... more
🎤 本期嘉宾
南添@望岳投资，私募投资经理，「面基」半个主播
老南之前来坐客「面基」的几期节目：
短中长期 | 分红与回购 | 存量时代 | 实事求是｜周期与演化｜中美对账 | 10小时马拉松
⏯️ 本期简介
本期节目录制于今年5月23日。下图是一个叫美国债务时钟的网站，它会实时记录美国国债规模（其实并非实时的，而是日度披露的数据），跳动的数字很有视觉冲击力：
有时候我盯着这些数字会想：我的财富增长要是能这么变就好了😂
但这不是资产啊！都是债！要还的！就算美国政府可以滚续，不用... more
Reviews
- 这是开了倍速吗？
这语速太快了吧，必须降倍听
Apple Podcasts4感觉超级女的Chinaa month ago - 节目特好
喜欢南添，讨厌温义飞，多请实在人，少点鸡贼佬
Apple Podcasts5ttpapamama
Canada2 months ago - 怎么看ppt
请问怎么加微信看ppt呀？
Apple Podcasts5倪开朗China2 months ago - 真实县城众生相
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🤮
Apple Podcasts1小仙城China3 months ago - 非双飞怎么了
其实呢，这就是个卵巢概率而已。非双飞双非，无非都是生活中的一部分而已。非双飞也可以去很多单位。只是一条路径而已。
Apple Podcasts3MIMIyizhiChina4 months ago
Chart Rankings
How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.
Apple Podcasts | #154 |  United States/Leisure |
Apple Podcasts | #11 | Canada/Leisure |
Apple Podcasts | #160 |  United Kingdom/Leisure |
Apple Podcasts | #34 |  Australia/Leisure |
Apple Podcasts | #52 |  Italy/Leisure |
Apple Podcasts | #218 |  Germany/Leisure |
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 2 years ago and published 126 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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