十分吸引
敏-姐乱中取利
| Publishes | Weekly | Episodes | 58 | Founded | a year ago |
|---|---|---|---|---|---|
| Language |  ZH-CN | Number of Listeners | Category | Business |
Listen to this Podcast
Latest Episodes
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
马年春节，当中国沉浸在合家欢的节日氛围中时，全球市场上演了一场新旧交替：
港股市场传统互联网巨头与AI新贵分道扬镳，美股市场软件股SaaS遭遇历史性抛售，现货黄金悄然重返每盎司5100美元。
AI的破坏式创新正在格式化旧商业模式，达里奥发长文《It's Official: The World Order Has Broken Down》宣告世界秩序瓦解，世界已经进入大周期的第六阶段，即一个没有规则、充满混乱、强权即公理的时期。
在这样的时代里，我们如何洞察主要矛盾？如何适应新的世界？如何做... more
2026年开年，市场就给了投资者一个下马威。
1月底至2月初，黄金、白银、有色金属乃至股市出现了剧烈下跌，白银甚至两天跌去了将近40%。就在刚刚过去的一周之内，黄金与白银遭遇了百年不遇的6Sigma的尾部风险概率。
很多人试图从宏观中找原因：是因为特朗普提名了新的美联储主席Kevin Warsh吗？是因为美国的货币政策要变天了吗？还是因为其他什么原因？
这期节目我们会就近期大家关心的一些问题展开讨论，比如美联储、黄金、反脆弱、固收+等等。当然，我们可能也会思考不全面，观点有失偏颇，也欢迎大... 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 Podcasts1tjackie1234567890China3 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China3 months ago - 24期嘉宾说话引起不适
听不下去
Apple Podcasts3at6677China8 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 | #25 | China/Business |
Apple Podcasts | #64 |  Hong Kong/Business |
Apple Podcasts | #170 |  Netherlands/Business |
Apple Podcasts | #236 |  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 a year ago and published 58 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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