十分吸引
敏-姐乱中取利
| Publishes | Weekly | Episodes | 60 | Founded | 2 years ago |
|---|---|---|---|---|---|
| Language |  ZH-CN | Number of Listeners | Category | Business |
Listen to this Podcast
Latest Episodes
美伊冲突持续升级，前途莫测——
上周4，也就是3月19日，伊朗对海湾三国(沙特、阿联酋、卡塔尔)的能源设施发动了导弹袭击，一共攻击了5处油气基地；
美国总统特朗普23日说，美国同伊朗进行了“强有力”的对话，已形成协议要点。
原油价格飙升-布伦特原油破百美元，创3年多新高，黄金、美债、股票暴跌，分散策略失效。
这期3个半小时的节目，我们将和嘉宾孙悦一起，从历史、地理、产业、地缘政治、经济影响和投资策略等多个维度，对石油和天然气进行一次深入拆解，看看这个黑色黄金，在这100多年里，是如何引发... more
当"失去的30年"这一叙事已经成为日本的标签时，日本市场却在2026年初呈现出令人瞩目的“30年未有之变局”：
——日经225指数突破59,000点，创下历史新高，而日元汇率却跌至1990年以来的最低水平。这种股市新高、汇率新低的组合，与传统的停滞叙事形成了鲜明对比。
本期播客，我们将深入探讨这一现象背后的深层逻辑。我们将超越简单的市场现象，石磊通过资产负债表框架重新审视日本经济的资产与负债两端，揭示日本的增长引擎与国内政策的根本转向。同时，还引入社会学的AGIL模型，从经济、政治、社会、文... more
一场突如其来的战争，如何在一周内重塑全球资本市场的定价逻辑？
2月28日，美以对伊朗发动“史诗怒火”军事打击，霍尔木兹海峡实质性关闭——这条世界油阀的断流，牵动了全球能源、化工、航运的神经：布伦特原油跳涨30%，亚洲LNG价格翻倍，VLCC运费飙升……而在大宗商品暴涨的背后，是更为复杂的资本博弈：韩国股市两天暴跌20%，美债利率悄然上行，私募信贷市场暗流涌动，而A股却对系统性风险显得异常淡定。
本期节目，我们复盘伊朗战争首周的市场全景：
• 能源动脉受阻，谁在受益，谁在受损？
• ... more
当AI叙事席卷全球市场，当宏观框架频频失效，当黑天鹅成为新常态，我们该如何在混沌中做出决策？
本期播客，我们与《面基》 主播老钱，一起重读金观涛先生的经典《控制论与科学方法论》。这本写于上世纪70年代的小册子，仍旧与当下投资决策能够产生深刻共鸣。
我们试图跳出日常的市场分析，从一个更底层的视角——系统论，来探讨什么是正反馈、负反馈，什么是共扼控制，以及这些概念在投资中的映射，将控制论和系统论中的抽象概念转化为一套切实可行投资世界观和方法论。
这不仅仅是一次思想的碰撞，更是一次寻找投资元认知... more
Reviews
- 这个敏姐真是节目败笔
这个女生的声音到内容都是这档节目的败笔，可惜了石磊和有些不错的嘉宾了
Apple Podcasts1tjackie1234567890China4 months ago - 666
听着几个女的聊天好费劲，感觉好蠢
Apple Podcasts2我叫赵红兵China4 months ago - 24期嘉宾说话引起不适
听不下去
Apple Podcasts3at6677China9 months ago - 能不能说人话
……
Apple Podcasts2kunkuni1Chinaa year ago
Chart Rankings
How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.
Apple Podcasts | #26 | China/Business |
Apple Podcasts | #97 |  Hong Kong/Business |
Apple Podcasts | #208 |  Singapore/Business |
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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十分吸引 launched 2 years 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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