
乱中取利
| Publishes | Weekly | Episodes | 71 | Founded | 2 years ago |
|---|---|---|---|---|---|
| Language | Number of Listeners | Category | Business |

过去150年间,每一次技术革命都是一次财富的大洗牌,铁路、电力、互联网,旧世界的赢家掉队,新规则的先行者拿走超额回报。
AI这一轮,谁会赢?普通人还有没有窗口?
本期节目, 我们与老朋友《听懂涨声》主播杨天楠,从技术机制、产业逻辑和个体选择三个层面,深入讨论AI时代的财富再分配。
就在录制次日,SpaceX完成史上最大规模IPO,估值1.75万亿美元,马斯克再次刷新全球首富纪录,时代的提问,正在等待每个人作答。
⚠️ 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... more
韩国股市在2026年成为全球首个指数翻倍的国家,SK海力士一年间股价暴涨逾10倍,与三星市值双双突破1万亿美元。但这一切究竟是产业崛起的必然,还是一场散户接盘外资的危局?
本期节目,趁着石磊刚从首尔旅游归来,我们用3K作为主线,从KOSPI的K线涨势,到Kpop的出口工业逻辑,再到韩国社会内部的K型分化,拼出一个真实的韩国图景:汉江奇迹是怎么发生的?财阀体制与新自由主义如何塑造了今天这个高欲望、高债务、高波动的社会?大韩民国,是否正在变成大韩赌国?
⚠️ 温馨提示:本期内容仅为主播和嘉宾个人... more
明明方向看对了,为什么还是没赚到钱?专业的投资者在实践中如何打造自己的策略组合?策略背后真正的底层逻辑是什么?
本期节目我们邀请遂玖资产创始人胡克勤返场,与石磊一起,用动量和Carry这两种收益来源作为主线,层层拆解因子-资产-主体-产业生态这条逻辑链,从案例验证到策略框架,带你看清楚产业格局如何决定策略选择。
每个案例背后都有同一个底层逻辑:只有承担了正确的风险,系统才会给你稳定的回报。
⚠️ 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... more
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
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。
感谢敏姐让我跟上磊哥的超级大脑,非常棒,继续加油
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
听着几个女的聊天好费劲,感觉好蠢
听不下去
How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.
Apple Podcasts | #35 | |
Apple Podcasts | #194 |
Listeners, social reach, demographics and more for this podcast.
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十分吸引 launched 2 years ago and published 71 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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