泰客Talk
国泰基金 | JustPod这是一档由国泰基金出品的投资理财播客栏目。 相较于投资收益向上的锐度，在风险偏好下行的时代，我们开始更关心防守的角度，和落袋为安的温度。 在这个情绪和叙事的「乱纪元」，我们陪你一起，等一个时间的答案。 本节目由国泰基金出品，JustPod制作发行。 7月18日起，每双周更新，欢迎订阅收听。
| Publishes | Monthly | Episodes | 28 | Founded | 2 years ago |
|---|---|---|---|---|---|
| Language |  ZH-CN | Number of Listeners | Category | Business |
Listen to this Podcast
Latest Episodes
大家好，这里是「泰客talk」的第28期播客。
不得不说，这届恒生科技投资者确实不容易。
回顾去年10月至今的行情，对很多持有恒生科技的投资者来说确实是毕生难忘了，“刚从ICU出来，又掉进了深水坑”， 短短几个月，跌超20%，恒科的投资者也被网友们戏称作“恒科难民”。
恒生科技到底经历了什么？现在的A/H股价差还在底部位置，到底什么时候才能填平？恒科一样也有AI故事可以讲，为什么相比其他大模型公司显得这么“怂”？
在2026年这个港股投资者集体怀疑人生的春天，我们来邀请国泰优质领航的基金... more
大家好，这里是「泰客talk」的第27期播客。
距离春节长假已经过去一段时间了，相信大家现在已经回到了忙碌的工作中。回望这个长假，不仅是团圆的时刻，更像是一场全民参与的消费实验 。
当00后开始主导过年安排，当AI应用深入县城，当年轻人返乡让失传的民俗和年俗“起死回生”，未来消费底层逻辑是否正在发生一些改变？
这期节目，我们不做枯燥的投资推演，邀请了两位深耕消费的嘉宾朋友，一起聊聊他们回乡路上实打实的观察。
虽然当前消费板块处于历史底部，但或许2026年会出现那个预期回暖的拐点。节后的生... more
大家好，这里是「泰客talk」的第26期播客。
最近有个数字引发关注。
2026年，中国将有大约50万亿元的定期存款集中到期。面对如今银行存款利率进入“1”时代，很多人在猜测，这笔相当于2025年中国GDP总量36%的巨款会涌向哪里？
而无论这50万亿怎么流动，一个确定的事实是：低利率时代，正在加速推进中。
这也是让不少投资者焦虑的现状。你似乎只能二选一。要么不能接受任何波动，和低利率彻底和解，要么选择置身事内，试图跑赢通胀，但需要承受一定的风险。
我们的邻居日本曾经走过类似的路径，而... more
大家好，这里是「泰客talk」的第25期播客。
这期节目，我们邀请到了公众号「梁狗蛋」的主理人，与国泰基金国际业务部负责人朱丹一起，深度复盘跌宕起伏的2025年，并前瞻2026年的投资机遇与挑战。
复盘2025年的全球市场，绕不开投资的热门话题：科技和资源
AI产业的浪潮层层推进。从算力的狂奔，到存储的扩容，再到电力瓶颈的浮现，背后是一套环环相扣、持续演绎的投资逻辑。
资源品的深层叙事正在转身。黄金背后的真正叙事是什么？普通投资者应该配置还是交易黄金？哪些变量会是最关键的？
如果你关心... more
Reviews
- 目前国内做得好的金融博客仍只有CICC
UBS博客系列越来越好JPM、高盛、麦肯锡也纷纷推出，但国内做得最好的依然是中金研究院，虽然不能和ubs这种实时性比，但专业性和口齿清晰可见更好，国泰系列私货夹杂过多把中年男人的焦虑移植语音中而不是讲投资方向和时事，其实最明显的就是说明个别基金经理路演能力实在太差，很多内容已经不能用播客水准算了。
Apple Podcasts1天策白川的里飞沙415China10 months ago - 好
真的好喜欢听
Apple Podcasts5句833873Chinaa year ago - 八
声音不合适，换个设备吧
Apple Podcasts3jiaocheng666Chinaa year ago
Top Business Podcasts
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 | ||||
Frequently Asked Questions About 泰客Talk
Where can I find podcast stats for 泰客Talk?
Rephonic provides a wide range of podcast stats for 泰客Talk. We scanned the web and collated all of the information that we could find in our comprehensive podcast database. See how many people listen to 泰客Talk and access YouTube viewership numbers, download stats, audience demographics, chart rankings, ratings, reviews and more.
How many listeners does 泰客Talk get?
Rephonic provides a full set of podcast information for three million podcasts, including the number of listeners. View further listenership figures for 泰客Talk, including podcast download numbers and subscriber numbers, so you can make better decisions about which podcasts to sponsor or be a guest on. You will need to upgrade your account to access this premium data.
What are the audience demographics for 泰客Talk?
Rephonic provides comprehensive predictive audience data for 泰客Talk, including gender skew, age, country, political leaning, income, professions, education level, and interests. You can access these listener demographics by upgrading your account.
How many subscribers and views does 泰客Talk have?
To see how many followers or subscribers 泰客Talk has on Spotify and other platforms such as Castbox and Podcast Addict, simply upgrade your account. You'll also find viewership figures for their YouTube channel if they have one.
Which podcasts are similar to 泰客Talk?
These podcasts share a similar audience with 泰客Talk:
How many episodes of 泰客Talk are there?
泰客Talk launched 2 years ago and published 28 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
How do I contact 泰客Talk?
Our systems regularly scour the web to find email addresses and social media links for this podcast. We scanned the web and collated all of the contact information that we could find in our podcast database. But in the unlikely event that you can't find what you're looking for, our concierge service lets you request our research team to source better contacts for you.
Where can I see ratings and reviews for 泰客Talk?
Rephonic pulls ratings and reviews for 泰客Talk from multiple sources, including Spotify, Apple Podcasts, Castbox, and Podcast Addict.
View all the reviews in one place instead of visiting each platform individually and use this information to decide if a show is worth pitching or not.
How do I access podcast episode transcripts for 泰客Talk?
Rephonic provides full transcripts for episodes of 泰客Talk. Search within each transcript for your keywords, whether they be topics, brands or people, and figure out if it's worth pitching as a guest or sponsor. You can even set-up alerts to get notified when your keywords are mentioned.