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 | 72 | Founded | 2 years ago |
|---|---|---|---|---|---|
| Language |  Chinese (Simplified) | Number of Listeners | Categories | InvestingBusinessEntrepreneurship |
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Latest Episodes
投资美股，应该怎么做？画 K 线？缠论大法？高抛低吸？超级波段？
或许难以相信，仅仅3.7% 的股票，创造了这百年以来美股最大部分的财富。
不信也得信，仔细读一遍《美股百年》的研究报告，这些大法，都可以扔垃圾桶了。美股的特征太明显：马太中的马太效用，金字塔中的金字塔，极端分布中的极端分布。
总结就两句话：遗漏少数赢家，等于白干；持有少数赢家时间不够长，等于白干；大部分人难以战胜指数，接受这个特征，才能更好的理解这个市场。
原文请搜索《One Hundred Years in the U.S. S... more
巧妇难为无米之炊。贝森特说回购美债，某些资产突然价格反弹，大家燃起了“大放水”的讨论。真的是大放水吗？有没有可能，是另外一些事情变了，回不去了，而不是重回2008年？别说大放水了，有可能美联储还要加息呢，越说越混乱了。让人惊讶的是，在这么混乱的月份里，诸多资产竟然没有跌下去，这背后一定有投资人偏好的变化。当然，港股除外，全世界的事情都它买单，胡赛武装的军费也是港股出的。
———————————————————————————————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... more
如果高达不是人形，而是一只机器狗形状，会怎样？功能上不见得有区别，但动漫肯定不会火了。人形机器人争议大，龙头市值大，饼画得大，未来看不清，值得聊一聊。———————————————————————————————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。我们的社群成立开放了！在这个众说乱耳、充满FOMO的时代，我们一步一个脚印的往前走，不焦虑，哪怕在逆全球化的时代，我们依旧要赚到全球的钱。欢迎一同看世界的你加入， 点此链接 或下方的二维码。如... more
股市是个被惯坏的小孩，阴晴不定。这半年围绕腾讯的讨论，就是一个写照。不过岂止腾讯，这样的被反复蹂躏指责的公司，比比皆是。有意思的是，把这些公司的历史、经营、股价，拉长了看，又似乎波澜不惊，一步一个脚印。那问题就来了，曾经那些翻江倒海的恐慌、焦虑、质疑，怎么来的呢？要我说，菩提本无树。———————————————————————————————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。我们的社群成立开放了！在这个众说乱耳、充满FOMO的时代，... more
Reviews
- 让我来听听，希望你们有些东西
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Apple Podcasts3小火锅一世China16 days ago - 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 Podcasts5今天不做猪China7 months 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 Podcasts5黎族1Chinaa year ago - Very rational and informative
Great podcast!
Apple Podcasts5Sarahgugo
United Statesa year ago
Chart Rankings
How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.
Apple Podcasts | #20 | China/Business/Investing |
Apple Podcasts | #79 | China/Business |
Apple Podcasts | #87 |  Philippines/Business/Investing |
Apple Podcasts | #96 |  Hong Kong/Business/Investing |
Apple Podcasts | #185 |  Singapore/Business/Investing |
Apple Podcasts | #214 |  Japan/Business/Investing |
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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涉市未深 launched 2 years ago and published 72 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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