利世民聲音專欄
利世民【利世民聲音專欄．文字版】 https;// leesimon.substack.com 利世民，香港人，自媒體 Unsubject 主筆。表面上係時事評論人，實際上係世俗嘅哲學愛好者。樂天知命，不問鬼神，意識形態為古典自由主義，人物設定介乎於 Chaotic Good 與 Chaotic Neutral 之間，長期處於存在危機。過去四分一世紀，平均半年就有新興趣方向；由物理學到心理學，由政治到經濟、撈埋歷史、宗教同哲學等，搓埋成為「實用經濟學」、「日常政治學」、「紀事本末」三大內容系列。 leesimon.substack.com
| Publishes | Daily | Episodes | 443 | Founded | 5 years ago |
|---|---|---|---|---|---|
| Language |  Korean | Number of Listeners | Categories | NewsSociety & Culture |
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Latest Episodes
荷蘭病通常用來描述匯率升值、出口競爭力下降、製造業外流，但最核心問題其實是：「當一個經濟體的所有資源、政策注意力和社會想像都被一個產業吸走，其餘一切的問題卻被忽略。」
問：臺積電在臺股的比重有多誇張？
答：臺積電單一股票每升一元，可影響臺股指數約40點，遠超鴻海、緯創等第二梯隊權重股。金管會近年出台俗稱「臺積電條款」的ETF集中度規例，本意是分散風險，實際上限制的目標只有臺積電一隻股票，反而導致基金被動大量買入，推高股價。
問：臺灣為何會有「失落十年」？
答：2000年後，中國加入世界貿... more
問：OPEC 的組織性質？
答：OPEC 透過集體限制產量、人為製造短缺，控制市場油價在對成員有利的水平。OPEC 每個成員的代價是要犧牲短期產量，換取更高的油價回報。
問：阿聯酋與沙特的財政盈虧油價為何差那麼遠？
答：沙特需要每桶約 94 至 97 美元才能平衡預算，若計入主權基金 PIF 的帳外資本開支，實際接近 111 美元。原因是沙地政府龐大的公共工程開支。阿聯酋只需約 50 美元，因為其非石油 GDP 佔比已達 75%，有增值稅、企業稅等多元收入來源，主權基金合計超過 1.7 ... more
問：澳洲稅收創歷史新高，為何政府同時仍在不斷借貸？
答：因為支出增長遠快過收入增長。2024-25財年，澳洲各級政府支出增幅7.4%，但收入增幅只有4.5%，差距由借貸填補。三個財年新增公共債務分別為539億、867億、1,122億澳元，呈加速趨勢，聯邦毛債務即將突破一萬億。這不是疫情後的殘留壓力，而是在稅收創新高的正常經濟環境下持續擴大，屬於結構性的財政失控。
問：何謂「福利洗牌」？
答：「洗牌」指的就是：福利的形式從精準保護窮人，轉變成向全體派糖，同時創造了龐大的服務提供業界作為政治... more
Manus 嘅母公司蝴蝶效應已經喺新加坡完成遷冊，照計唔關北京事，但兩個創辦人上個月被禁出境。國際媒體將呢件事讀成中美 AI 競賽嘅最新一幕，但故事真正嘅軸心唔喺 AI，喺金融。
今年三月底，中國公布《金融法》草案，公開諮詢上週剛結束。一條法例監管所有金融活動 —— 銀行、保險、基金、ETF、未出現嘅都包埋。最關鍵嘅一條：執法範圍延伸至國境以外。地球任何一個地方，只要北京「懷疑」對中國國家安全有影響，就可以行動。Manus 兩個創辦人就係呢條「懷疑足以行動」原則嘅活案例。
呢條法例同時將香港... more
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Reviews
- 新自由主義
真正明白新自由主義，而且又堅持到底嘅公衆人物冇幾多個。
利世民就係其一。
Apple Podcasts5Pulp writer
Hong Kong4 years ago - 推薦給關心中港台政經的人
非常中肯客觀的政治時事評論。
語速及咬字堪稱完美，很適合下載後在戶外邊聽邊運動
Apple Podcasts5KLJuliaHong Kong4 years ago - Daily news commentary
The length is just right, not too long. And the choice of podcast is good for me… best use of fragmented time (and unlike YouTube, I don’t need to keep the screen on!).
If want to cover more news, can split into 2 podcast episode, just my suggestion.
Apple Podcasts5HKBC
Singapore4 years ago
Chart Rankings
How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.
Apple Podcasts | #51 | Hong Kong/Society & Culture |
Apple Podcasts | #78 | Singapore/Society & Culture |
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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利世民聲音專欄 launched 5 years ago and published 443 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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