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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 monthlyEpisodes62Foundeda year ago
Language
ZH-CN
Number of ListenersCategories
EntrepreneurshipBusinessInvesting

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Latest Episodes

资产配置是什么?以为知道,以为知道了不知道,最后到底知道不。有些话题的争议会很大,尤其是,人人都觉得自己理解的事情。比如,价值投资,还有资产配置,100个人眼中有100个哈姆勒特,每个人都觉得这就是莎士比亚想写的那个哈姆雷特。这期节目,我们少聊理论,少聊经济学,多从实操的角度出发,看看“怎么回事”?毕竟,说的再多,动作都是变形的,人性使然。———————————————————————————————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。... more

天道轮回,万物周期,伟大变渺小,乌鸡变凤凰。去年9月,阿里巴巴带来了一股“赢麻了”的喜悦感,就如川普所说,“赢太多了,我们已经不知道该怎么办了”。之后,是高德XX榜,要颠覆行业;闪购,要做绝对第一;AI,要做霸榜王者,全球最牛开源。股价翻倍,再到股价跌回到起点,就在短短6个月。一切乐观,全归零。当时,我问,阿里为什么突然变得伟大了?现在,我也问,阿里怎么突然失败了?1月份不是还雄心壮志吗,3月份不是刚拿下了全国即时零售第一吗。真是,猛拍栏杆追往事,一场春梦不分明。————————————————... more

这个世界上就是怕什么,来什么。怕特朗普,特朗普就来了。但我今天用资产价格的变化,来告诉你,市场想象的伊朗冲突变化,可能和你在“自媒体轰炸下”的想象不一样。自媒体下,恐慌,焦虑,大变局,比比皆是。资产价格告诉我们,不着急,火在烧起来,但还没烧到眉毛。另外,伊朗不值得焦虑,真正值得多想想的是,AI要让我们没工作干了吗?比如,播客主播,难道也得变成AI?要真是AI,你们还�听吗?

———————————————————————————————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... more

一篇把投资人吓得屁股尿流的研报,是长什么样的?今天来聊一篇科幻小说,《2028年全球智能危机》。既是研报,又非研报。如果不是在股市上引起了“股价恐慌”,如果不是恰好在一个各行业高度紧张、生怕AI替代了自己的情绪下,我们也不至于去讨论一篇YY文章。今年,一切泡沫和恐惧,都会围绕AI展开。所以,我们就来仔细看看,这篇引起轰动的研报、幻想小说,到底什么是真,什么是假;什么是缜密的思考,什么是一本正经的胡说八道?

原文链接:www.citriniresearch.com《2028 GLOBAL INTE... more

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Reviews

4.6 out of 5 stars from 81 ratings
  • 干货满满!

    真的很喜欢听!特别喜欢这种举例子帮助理解的干货分享!

    Apple Podcasts
    5
    今天不做猪
    China23 days ago
  • 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 Podcasts
    5
    黎族1
    China6 months ago
  • Very rational and informative

    Great podcast!

    Apple Podcasts
    5
    Sarahgugo
    United States8 months ago

Chart Rankings

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Apple Podcasts
#212
United Kingdom/Business/Investing
Apple Podcasts
#199
Australia/Business/Investing
Apple Podcasts
#213
Hong Kong/Top Podcasts
Apple Podcasts
#6
China/Business/Investing
Apple Podcasts
#11
Hong Kong/Business/Investing
Apple Podcasts
#25
China/Business

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1. 厚雪长波
2. 知本论
3. What's Next|科技早知道
4. 投资实战派
5. 声东击西

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涉市未深 launched a year ago and published 62 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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