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
| Publishes | Twice monthly | Episodes | 54 | Founded | a year ago |
|---|---|---|---|---|---|
| Language |  ZH-CN | Number of Listeners | Categories | BusinessEntrepreneurshipInvesting |
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Latest Episodes
这一期是与《声东击西》的徐涛老师讨论今年的迷思之一：说好的不降息的美联储，下半年怎么慌慌张张降息3次了？
今年这一出戏，对我们理解美国的货币政策制定，绝对有帮助。
如果大家还记得年初的鲍威尔，那可是对抗特朗普的“英雄”。别人都在拍马屁，他却在装高冷。其实在我看来，美联储的独立性，是个伪命题。它只是根据法律赋予的职责，按照既定的模版去做思考而已。真正意义上的独立，不大可能。都是政治人物，都要同时考虑“前途”和“名声”。
———————————————————————————————九州：十四年经验... more
2025年超出我预期的三个资产：黄金，美债，人民币。美债本身是个灰姑娘，原以为今年要嫁骑白马的王子，结果嫁了唐僧。黄金，即便对于长期的超级大多头，也不敢言之凿凿的说“预判到了”。RMB？爱咋咋吧，讲不清楚道理，你都对。
年初想得有多周全，年底错的就有多离谱，真是“一切有为法，如梦幻泡影”。
最终，做好配置，才是不变应对万变。
———————————————————————————————九州：十四年经验的二级市场投资人，全球资产配置，天高海阔。可以跟我聊投资，但是先给我有趣的故事。我们的社群成立... more
2025年最大的印记之一，就是中国资产“内斗打群架”。外卖三傻（美团，阿里，京东）的三季报也落地了，基本态度也表明了——烧了个寂寞，打了一地鸡毛。
按照某个企业现在的文化和宣传方式，但凡有一点成绩，一定会锣鼓喧天、让大家都知道。但这个季报，静悄悄，很含蓄，这说明，确实很难兑现当初的预言。
我不聊细节，不聊财务，不聊股价。但把这半年听到的、围绕“外卖三傻”的几个论题，总结一下，解释一下我的看法：1）关于护城河，不用去纠结，大部分不存在2）关于“终局”，不要胡乱猜，你我看不到3）关于极端化的竞争行为... more
11月什么东西崩盘了？不是美股，不是日、韩，都猜错了。它们只能算是冲高后的盘整。
答案，是那个听起来遥远的、但到了香港就能玩的东西 —— CRY*PTO。
作为一类新兴的资产类别，能在这两个月自己搞出一个崩盘，而横向看，全球其他资产都还挺正常，这是为什么呢？
抱着探究的心态，作为很好的案例，我们来看一种，古老的投资方式：它的古老程度，跟K线图一样老。
题外话：技术分析到底管不管用？当然是管用的，但有限定条件。这里面没有神仙，只有概率———————————————————————————————九... more
Reviews
- 鼓励
内容短小精悍，某些观点相互印证的同时，也能帮助解开一些疑惑
Apple Podcasts5黎族1China2 months ago - Very rational and informative
Great podcast!
Apple Podcasts5Sarahgugo
United States5 months ago
Chart Rankings
How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.
Apple Podcasts | #196 |  Canada/Business/Investing |
Apple Podcasts | #17 | China/Business/Investing |
Apple Podcasts | #63 | China/Business |
Apple Podcasts | #96 |  Russia/Business/Investing |
Apple Podcasts | #106 |  Hong Kong/Business/Investing |
Apple Podcasts | #122 |  Taiwan/Business/Investing |
Audience Metrics
Listeners, social reach, demographics and more for this podcast.
| Listeners per Episode | Gender Skew | Location | |||
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| Interests | Professions | Age Range | |||
| Household Income | Social Media Reach | ||||
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涉市未深 launched a year ago and published 54 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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