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Artwork for 十分吸引

十分吸引

敏-姐

乱中取利

PublishesWeeklyEpisodes68Founded2 years ago
Language
ZH-CN
Number of ListenersCategory
Business

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Artwork for 十分吸引

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本期节目,我们试图挑战一个宏大却现实的问题:文化如何影响制度?制度如何影响信任?信任又如何决定你的资产定价?

从马格里布商人与热那亚商人的历史选择;从儒家差序格局与日本纵向集团主义的信任结构差异;从AH股溢价到背后隐藏的文化折扣……本期节目不只是谈文化,可能更希望谈一种理解世界、理解投资、理解人本身的方式。

⚠️ 温馨提示:本期内容仅为主播和嘉宾个人观点,不构成任何投资建议。节目中提及的所有公司及标的,仅作为案例分析,不做个股推荐。投资有风险,入市请独立判断,理性决策。

加听友群请联系小助... more

最近的世界依然分裂:一边是美股一路狂奔,屡创新高;但另外一边,新闻里全是利空:美伊战争未结束、霍尔木兹海峡封锁超两个月、油价破104美元、美联储按兵不动。为什么市场和新闻的感受差这么远?

本期节目录制于5月13日,我们会从两个维度拆解这个问题:

一是狂奔的美股,到底有没有泡沫,AI浪潮下科技股的估值逻辑是否仍然成立?

二是正在经历关键人事交接的美联储,新主席上任将如何影响全球货币政策走向,以及我们作为普通投资者应当如何应对?

⚠️ 温馨提示:本期内容仅为主播个人观点与市场交流,不构成任何... more

美伊战争已经开打2个多月,霍尔木兹海峡封锁、OECD原油库存逼近安全底线、全球期权市场隐含波动率创历史极值……这些信号叠加在一起,指向一个人人关注的问题:第四次石油危机是不是已经悄然来临?

如果能源是整个现代文明的底层操作系统,那么当这个系统开始动荡,我们所熟悉的一切——物价、汇率、产业格局、资产定价——都将被迫重写。

我们想找到答案。

但问题是无论是政治还是战争,都蕴含巨大变数。可是如果我们从产业视角来看的话,也许能找到更多的确定性。

所以今天这期节目,是石磊4月18号在北京线下活动的... more

最近房产市场出现一波小阳春,全国大中城市的成交纷纷创出近几年新高。

如果从投资角度来看,这样的表现是反弹还是反转?房地产作为过去20年中国居民的财富锚,未来还能持续吗?居民部门是否已经走出资产负债表衰退了呢?

今天我们就这些问题,与天弘基金的《人间钱话》播客做一次串台,我们会围绕房地产在后房地产时代的角色、宏观与产业变化、财富重分配及适应性策略展开探讨。

加听友群请联系小助理微信

本期福利:石磊隆重推荐的中信出版社出版的《the book of why》-AI时代因果革命的系统梳理(作者... more

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Reviews

3.8 out of 5 stars from 63 ratings
  • 请继续加油

    小白即使无法完全听懂也很喜欢,保持学习逐渐能懂的,刚开始在其他平台也看到对敏姐的负面评价,敏姐肯定不是不懂,而是在替听众提问和总结。许多内容都会反复听,小白能学到很多,即使不在投资操作上体现,也很享受扩展认知的体验,感谢。

    希望能一直保持苹果播客平台的更新,因为不是很习惯看太多评论,所以从2018年开始听播客这种形式的媒体,就很喜欢这边。

    Apple Podcasts
    1
    不听xyz
    China2 months ago
  • 敏姐和磊哥搭配的非常棒

    感谢敏姐让我跟上磊哥的超级大脑,非常棒,继续加油

    Apple Podcasts
    5
    yurichou522
    China2 months ago
  • 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 Podcasts
    1
    tjackie1234567890
    China6 months ago
  • 666

    听着几个女的聊天好费劲,感觉好蠢

    Apple Podcasts
    2
    我叫赵红兵
    China6 months ago
  • 24期嘉宾说话引起不适

    听不下去

    Apple Podcasts
    3
    at6677
    Chinaa year ago

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China/Business
Apple Podcasts
#71
Hong Kong/Business

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1. 起朱楼宴宾客
2. 三点下班
3. 厚雪长波
4. 知本论
5. 投资实战派

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十分吸引 launched 2 years ago and published 68 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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