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 | 56 | Founded | a year ago |
|---|---|---|---|---|---|
| Language |  ZH-CN | Number of Listeners | Categories | BusinessEntrepreneurshipInvesting |
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Latest Episodes
它山之石可以攻玉，年初一起来看看，外资是怎么看我们的，今年好不好？有什么机会？
顺便也聊了几句外卖三傻的动作，尤其是阿里。刚录完，第二天国务院出手了，这一巴掌把它们打消停，至少得明面上消停，再说暗度陈仓。
不过，不妨碍我们在说几句，因为内生性的问题，一两天改不了的。不是这里弄弄，就会去那里弄弄。
希望到了年中间再来看，一切都变好了。———————————————————————————————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。可以跟我聊投资，但是先给我有趣的故事。
我们的... more
到了年底来回看，今年的A股是很不错的，问题只在于谁在车上、谁不在。涨幅惊人，创业板指大约50%，科创综指40%以上，连大盘的沪深300都会接近20%，交易量相当大，换手相当多，看起来热闹非凡。这么个小牛市，我却感觉到“氛围不够”，没有当年的大声嚷嚷，没有万众炒股的热情，没有被神话的投资天才。难道是大家终于理性了，不在被忽悠了？真要理性了，赌场怎么开的下去了呢。
所谓，有人辞官归故里，有人星夜赶考场。我是想看看，谁在进入围城，谁在逃离围城。—————————————————————————————... more
这一期是与《声东击西》的徐涛老师讨论今年的迷思之一：说好的不降息的美联储，下半年怎么慌慌张张降息3次了？
今年这一出戏，对我们理解美国的货币政策制定，绝对有帮助。
如果大家还记得年初的鲍威尔，那可是对抗特朗普的“英雄”。别人都在拍马屁，他却在装高冷。其实在我看来，美联储的独立性，是个伪命题。它只是根据法律赋予的职责，按照既定的模版去做思考而已。真正意义上的独立，不大可能。都是政治人物，都要同时考虑“前途”和“名声”。
———————————————————————————————九州：十四年经验... more
2025年超出我预期的三个资产：黄金，美债，人民币。美债本身是个灰姑娘，原以为今年要嫁骑白马的王子，结果嫁了唐僧。黄金，即便对于长期的超级大多头，也不敢言之凿凿的说“预判到了”。RMB？爱咋咋吧，讲不清楚道理，你都对。
年初想得有多周全，年底错的就有多离谱，真是“一切有为法，如梦幻泡影”。
最终，做好配置，才是不变应对万变。
———————————————————————————————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... more
Reviews
- 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1China3 months ago - Very rational and informative
Great podcast!
Apple Podcasts5Sarahgugo
United States5 months ago
Chart Rankings
How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.
Apple Podcasts | #210 |  Canada/Business/Investing |
Apple Podcasts | #10 | China/Business/Investing |
Apple Podcasts | #22 |  Hong Kong/Business/Investing |
Apple Podcasts | #25 | China/Business |
Apple Podcasts | #53 |  Philippines/Business/Investing |
Apple Podcasts | #63 | 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 56 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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