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 | 51 | Founded | a year ago |
|---|---|---|---|---|---|
| Language |  ZH-CN | Number of Listeners | Categories | InvestingEntrepreneurshipBusiness |
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Latest Episodes
11月什么东西崩盘了？不是美股，不是日、韩，都猜错了。它们只能算是冲高后的盘整。
答案，是那个听起来遥远的、但到了香港就能玩的东西 —— CRY*PTO。
作为一类新兴的资产类别，能在这两个月自己搞出一个崩盘，而横向看，全球其他资产都还挺正常，这是为什么呢？
抱着探究的心态，作为很好的案例，我们来看一种，古老的投资方式：它的古老程度，跟K线图一样老。
题外话：技术分析到底管不管用？当然是管用的，但有限定条件。这里面没有神仙，只有概率———————————————————————————————九... more
10月份有两个市场“悄悄”的涨了不少，说怪也怪，都是我们的邻居，都是在其他市场涨不动的情况下。
偶尔回顾，会有种强烈的“管中窥豹”，“只见树叶，不见森林”的感觉。
之前我们都在盯着什么看呢？我随便列几个：美股，川普，A股（重要大会），黄金。盯得越紧，越没意思，boring；不盯的，兴奋得很。
就跟券商研报一样，一出来纷纷看好，十万双眼睛盯着，市场就到顶了；一出来纷纷回避，接飞刀，更惨，不再关注了，触底了。
所以市场真是千变万化，切莫说谁可以预测，我们只能回味，不可揣度。
————————————... more
从去年11月大选落定，市场开始做Trump交易，至今已经一年了。川普一年，世上千年，可以说有时候是度日如年。当时他的许诺，他的信仰，他的满嘴跑火车，至今都落地了吗？他的政策，真执行，假执行，结果怎么样？虽然才一年，还不足以评论什么。盖棺定论还需要好几年，但做个简答的回顾，还是有必要的。———————————————————————————————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
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
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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1Chinaa month ago - Very rational and informative
Great podcast!
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Chart Rankings
How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.
Apple Podcasts | #206 |  Germany/Business/Investing |
Apple Podcasts | #225 |  Italy/Business/Investing |
Apple Podcasts | #8 | China/Business/Investing |
Apple Podcasts | #33 | China/Business |
Apple Podcasts | #34 |  Hong Kong/Business/Investing |
Apple Podcasts | #90 | Hong Kong/Business |
Audience Metrics
Listeners, social reach, demographics and more for this podcast.
| Listeners per Episode | Gender Skew | Location | |||
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| Interests | Professions | Age Range | |||
| Household Income | Social Media Reach | ||||
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涉市未深 launched a year ago and published 51 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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