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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

PublishesTwice monthlyEpisodes48Founded9 months ago
Language
ZH-CN
Number of ListenersCategories
BusinessInvestingEntrepreneurship

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Latest Episodes

川普乱发文,市场抖三抖。国庆一过,画风突变,众说乱耳。两个事情:不甘寂寞的川普要上头条(这次诺贝尔和平奖是没拿到了),不安分的美国区域银行信贷暴雷。引申出来的是:大棋局,大博弈,大武器。难道刚太平两月,又要开始斗争了?一斗争,市场就得完了?这个故事讲了一遍又一遍,有点无聊了。其实,黑天鹅变成了白天鹅,就没啥意思了。我们在这里掰扯的各种风险、危机,都不是风险,只是谈资罢了。——————————————————————————————————

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... more

这是2024年11月的节目,此时此刻,再重播一次,我觉得有意义。尤其是在黄金创下4000美元新高之时。

当时的思考,在今天仍有适用的部分。不过那时候只有少量的听众,借这个机会,多请几位听下。

黄金的驱动因素,确实在最近有变化。不过万变不离其宗,依旧在框架范围内。

多说一句,我不是偷懒哈!并没有拿以前的内容来糊弄一下。我有复盘过去记录和想法的习惯,彼时彼刻,此时此刻,有时候唏嘘不已,有时候一言难尽。

当然,有兴趣就来我们的社群里看看,记录的思考会更频繁一些。

最末尾附上黄金的年度K线,看起来很“惊... more

假期还没过完,堂堂美国政府就要关门了。美帝没有铁饭碗吗?明年考公还弄不弄?公务员编制没有了,事业编有没有?

是该惊讶,还是感叹,or恐慌;股市该清仓,还是该抄底,或者什么都不该做?(当然是什么都不做,留白)

事实上,冰山之下才是真相的一面,没有那么严重,也没有那么稀奇。

我是厌恶自媒体制造FOMO,断章取义,博取流量,反正假期闲着也是闲着,不如聊一聊,世界上又发生了什么“大事”。

———————————————————————————————九州:十四年经验的二级市场投资人,全球资产配置,天高海... more

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

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Reviews

4.7 out of 5 stars from 67 ratings
  • Very rational and informative

    Great podcast!

    Apple Podcasts
    5
    Sarahgugo
    United States3 months ago

Chart Rankings

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Apple Podcasts
#8
China/Business/Investing
Apple Podcasts
#21
China/Business
Apple Podcasts
#43
Hong Kong/Business/Investing
Apple Podcasts
#46
Philippines/Business/Investing
Apple Podcasts
#119
New Zealand/Business/Investing
Apple Podcasts
#120
Hong Kong/Business

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These podcasts share a similar audience with 涉市未深:

1. 厚雪长波
2. 声东击西
3. 商业就是这样
4. 雪球·财经有深度
5. 起朱楼宴宾客

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涉市未深 launched 9 months ago and published 48 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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