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 | 60 | Founded | a year ago |
|---|---|---|---|---|---|
| Language |  ZH-CN | Number of Listeners | Categories | BusinessEntrepreneurshipInvesting |
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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
最近无大事，只有小话题。虽然小，但价格反应却都挺激烈的。快过春节了，趁着还有人听，聊聊这三个小话题：年初崩盘的某个资产，何至于此？新任命的美联储主席，有多大决定性？搞AI的公司，又去喝奶茶了？或许一年以后回头看，都没有想象的那么厉害，甚至像是过眼云烟。只是此时此刻，像有千斤的重量。———————————————————————————————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... more
1月马上收官，基本靠川普的表演。很多事情是虚惊一场，没有炒作的那么重要。但留下的痕迹不同，资产的表现大不一样。我觉得资产就跟河边的石头一样，要一遍一遍的被洗刷，才能看清底色。今天就聊几个：黄金，美债，股票，Crypto。顺带附送一个经验小结：折腾AI用于投资和研究，我这几个月到底有什么样的收获？———————————————————————————————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FO... more
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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1China5 months ago - Very rational and informative
Great podcast!
Apple Podcasts5Sarahgugo
United States8 months ago
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How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.
Apple Podcasts | #23 | China/Business/Investing |
Apple Podcasts | #71 |  Taiwan/Business/Investing |
Apple Podcasts | #76 | China/Business |
Apple Podcasts | #90 |  Russia/Business/Investing |
Apple Podcasts | #177 |  Hong Kong/Business/Investing |
Apple Podcasts | #189 |  Philippines/Business/Investing |
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| Listeners per Episode | Gender Skew | Location | |||
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| Interests | Professions | Age Range | |||
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涉市未深 launched a year ago and published 60 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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