十分吸引
敏-姐乱中取利
| Publishes | Weekly | Episodes | 42 | Founded | a year ago |
|---|---|---|---|---|---|
| Language |  ZH-CN | Number of Listeners | Category | Business |
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当人口红利见顶，有人提出猫口红利正在接棒。这个规模超3000亿、消费者愿为情感付费的市场，或许能够成为未来小母婴的可能性，无疑充满了诱惑。但在行业内部，国货平替与品牌高端化的困境、上市销售费用激增的现状，都让它的未来和投资充满了不确定性。
究竟是风口还是陷阱？答案或许比想象中更复杂。
今天这期节目，我们聊聊宠物经济的商业模式与投资价值。
温馨提示：本期提及所有上市公司名称绝不构成任何投资建议，仅用于商业模式讨论===============================
本期嘉宾：
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沪指时隔十年重返4000点，市场情绪再次被点燃。但从2015年的杠杆疯牛与剧烈股灾，到2025年的结构慢牛与交错上涨，A股市场经历了怎样的脱胎换骨？这次真的不一样了吗？
本期节目是主播石磊与中信书院播客《知本论》的一次串台。
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本期主持人：
• 冰洁： 知本论 主播
本期主播：
• @石磊TheAttract 微博：石磊Attractor_MS
本期公众号：十年重返4000点，这次真的不一样？
加听友群请联系... more
这期节目与以往不同，没有那么多干货和数据，甚至都没有脚本。我们与嘉宾乔嘉一起，把塔勒布的反脆弱概念从投资领域延伸至人生哲学，探讨我们作为个体，如何在不确定性、压力甚至危机中不仅不被摧毁，反而能获益和成长的攻略。
当然，这期全部都是我们个人的经历、领悟与观点，肯定会有很多缺点、谬误以及片面性，如果你不喜欢，可以给我们提出你的见解和建议，意见也可以，让我们共同进步，一起成长。
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本期嘉宾：
@乔嘉 吸引子科技创始人
本期主... more
我们一直习惯从经济视角、从产业视角来看待周期，今天我们从资本的第一视角来看看当下的世界，解答我们的疑问：
• 中国国债曾经连续四年都是全球最稳资产，为何今年被黄金反超？这预示着什么样的转变？
• 当增长与通胀数据都无法解释A股强劲表现时，驱动市场的核心逻辑究竟是什么？
• AI资本开支已达互联网泡沫水平，芯片甚至成为信贷抵押品——是技术繁荣，还是危险的赌博？
这期节目是10月18日线下活动专场石磊的演讲，主要是从资本的视角，探讨在资本周期下的全球大类资产表现、资金流向、AI 等行... more
Reviews
- 24期嘉宾说话引起不适
听不下去
Apple Podcasts3at6677China5 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 | #40 | China/Business |
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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 42 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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