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 | 74 | Founded | 2 years ago |
|---|---|---|---|---|---|
| Language |  Chinese (Simplified) | Number of Listeners | Categories | InvestingBusinessEntrepreneurship |
Listen to this Podcast
Latest Episodes
情绪大于事实，跟风大于探究。
这段时间的市场暴跌并不精确，其实市场并没有暴跌，暴跌的是一小部分公司。
而暴跌的这部分公司，顺其自然的联想，那就是科技泡沫要破灭了。
但是这个时间点，跟中期选举期间的市场波动，以及 Anthropic 上市的流动性抽血，正好也叠在了一起。所以，鸡生蛋，还是蛋生鸡？
录这期节目的时候，中期选举结果还没出来，当然今天大家都知道了，民主党横扫，数据中心的建设会比以前更加困难，这也会限制 AI 的快速扩张。但这跟泡沫破灭并不是一回事儿。我还是那个观点：每一轮技术革命、每一轮... more
从 2024 年 9 月 24 日中国股票大爆发开始至今，已经两年有余了。两年时间，这个世界变化也很大，中国市场变化也很大，背后到底是一幅什么样的图景呢？如果我们把这个图景给画出来，那背后的驱动力又是什么呢？对我们而言，又有什么启发呢？我经常在想，假如时光倒流，回到两年前的那一天，我会做出什么不一样的决定。如果我们什么变化都没有，那就白白浪费了，这两年波澜壮阔的市场。———————————————————————————————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... more
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
Reviews
- 让我来听听，希望你们有些东西
……..
Apple Podcasts3小火锅一世Chinaa month 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China8 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 | #211 |  Canada/Business/Investing |
Apple Podcasts | #5 | China/Business/Investing |
Apple Podcasts | #17 |  Hong Kong/Business/Investing |
Apple Podcasts | #22 | China/Business |
Apple Podcasts | #50 | Hong Kong/Business |
Apple Podcasts | #68 |  Singapore/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 | ||||
Frequently Asked Questions About 涉市未深
Where can I find podcast stats for 涉市未深?
Rephonic provides a wide range of podcast stats for 涉市未深. We scanned the web and collated all of the information that we could find in our comprehensive podcast database. See how many people listen to 涉市未深 and access YouTube viewership numbers, download stats, audience demographics, chart rankings, ratings, reviews and more.
How many listeners does 涉市未深 get?
Rephonic provides a full set of podcast information for four million podcasts, including the number of listeners. View further listenership figures for 涉市未深, including podcast download numbers and subscriber numbers, so you can make better decisions about which podcasts to sponsor or be a guest on. You will need to upgrade your account to access this premium data.
What are the audience demographics for 涉市未深?
Rephonic provides comprehensive predictive audience data for 涉市未深, including gender skew, age, country, political leaning, income, professions, education level, and interests. You can access these listener demographics by upgrading your account.
How many subscribers and views does 涉市未深 have?
To see how many followers or subscribers 涉市未深 has on Spotify and other platforms such as Castbox and Podcast Addict, simply upgrade your account. You'll also find viewership figures for their YouTube channel if they have one.
Which podcasts are similar to 涉市未深?
These podcasts share a similar audience with 涉市未深:
How many episodes of 涉市未深 are there?
涉市未深 launched 2 years ago and published 74 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
How do I contact 涉市未深?
Our systems regularly scour the web to find email addresses and social media links for this podcast. We scanned the web and collated all of the contact information that we could find in our podcast database. But in the unlikely event that you can't find what you're looking for, our concierge service lets you request our research team to source better contacts for you.
Where can I see ratings and reviews for 涉市未深?
Rephonic pulls ratings and reviews for 涉市未深 from multiple sources, including Spotify, Apple Podcasts, Castbox, and Podcast Addict.
View all the reviews in one place instead of visiting each platform individually and use this information to decide if a show is worth pitching or not.
How do I access podcast episode transcripts for 涉市未深?
Rephonic provides full transcripts for episodes of 涉市未深. Search within each transcript for your keywords, whether they be topics, brands or people, and figure out if it's worth pitching as a guest or sponsor. You can even set-up alerts to get notified when your keywords are mentioned.