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涉市未深

九州_Aaron

投资和商业,怎么才能避坑、纠偏?《涉市未深》试图给你点亮一盏灯。本节目专业投资人和连续创业者打造,以实操者的视角,冷静分析资本市场和商业市场的重大事件,陪你看清市场的真相,去除噪音,直面问题。 投资路上,波动和周期的更迭,更让人意识到“涉市未深”。我们不断辨析,和你一起前行,诗曰:天道酬勤,中说乱耳。 九州:专业二级市场投资人,顶流券商、私募、公募职业经验,大沐创业伙伴,出身于风吹雨打的俄罗斯市场投资,走过A股三轮牛熊,未名湖畔毕业。 大沐:清华五道口客座讲师,B轮数据公司创始人,海外Fintech公司CEO

PublishesWeeklyEpisodes45Founded9 months ago
Language
ZH-CN
Number of ListenersCategories
BusinessInvestingEntrepreneurship

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Latest Episodes

正巧,crypto今天在大幅波动,比特币、以太坊玩了一次心跳。

从非主流,到主流;连香港都在讨论稳定币,连A股都在炒作稳定币。我们就来简单看下这个东西,什么是数字货币?比特币是虚拟资产?海外在怎么投?

先说明一下,录制的初衷,跟市场波动无关;并且,境内并不允许投资这类资产,我们讨论它,是因为在全球其他地方,它的重要性越来越大,值得大家理解一下。

越来越重要?川普一家人都干进去了,小特朗普8月底还刚来了香港,出席了比特币亚洲峰会.....他们是真的玩的很花的一家人。

传统华尔街的大佬们,也在往里跳... more

就在不久之前,阿里还是一个人人说起来都摇头的公司。不记得了?回顾一下2024年~2025一季度的各路财经评论、股吧、社群。

各种问题,各种竞争压力,各种不行。哗,摇身一变,今天突然热门了,成为南下港股通资金最青睐的标的,成为了媒体口中的战无不胜。股东们更是高兴,接连上涨。

很有意思的案例:变化这么大,是什么变了?一个资产是怎么从底部开始,一把火被重估的?先否定一个口口相传的答案:烧钱肯定不是答案。烧的起也不是。因为,2021,2022,2023,2024,这几年,它烧的起,一直有钱。旧故事,不能... more

8月份的A股精彩纷呈,兴奋不已,惊诧不已。曾经有高考结束后高中生开户炒股,今有七十老妪跃跃欲试,A股的慢牛都是快快牛,慢不起来。为什么前几天还看什么都觉得不行,过几天又看什么都觉得是世界领先了?很有意思,情绪使然。一直是情绪,基本面只是打个配合、甚至打个下手而已。你硬要说有,那还是有的,只是值多少钱的问题。

————————————————————————————————Hello,我想做一点小创新,以前一直没有录单口,因为觉得找朋友/嘉宾聊天,是一个很好的方式,更轻松。我想做个改变,这个《投资... more

经济脱钩是一出大戏,走过路过不要错过。

政客,百姓,投资者,军人,商人.....唱戏的人各有各的复杂心情。在全球化程度如此之高的今天,金融脱钩,资本脱钩,贸易脱钩,技术脱钩,战乱不断.....是不是早该是崩溃的剧本?

这已经真实的发生了很多年了,而且就在世界第一大领土国。但如果你真的去俄国走一圈,或许景象会让你惊讶。该吃吃,该喝喝,该玩玩。GDP还是在增长,股市还在涨,王大爷还在喝伏特加,李大妈还在跳广场舞。

但是,你想再往深层次的故事看一看吗?我可以给你絮叨一会儿

——————————————... more

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Reviews

4.7 out of 5 stars from 62 ratings
  • Very rational and informative

    Great podcast!

    Apple Podcasts
    5
    Sarahgugo
    United States2 months ago

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Apple Podcasts
#239
Canada/Business/Investing
Apple Podcasts
#203
Italy/Business/Investing
Apple Podcasts
#8
China/Business/Investing
Apple Podcasts
#30
China/Business
Apple Podcasts
#37
Singapore/Business/Investing
Apple Podcasts
#39
Hong Kong/Business/Investing

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1. 厚雪长波
2. What's Next|科技早知道
3. 声东击西
4. 知本论
5. 商业就是这样

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涉市未深 launched 9 months ago and published 45 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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