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 | 25 | Founded | a year ago |
|---|---|---|---|---|---|
| Language |  ZH-CN | Number of Listeners | Category | Business |
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Latest Episodes
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
大家好，这里是「泰客talk」的第24期播客。
到这期播客录制的时候，国内的上市ETF总规模5.8万亿，距离2025年初，已然增长了2.07万亿。
时代的潮水，汹涌地把ETF推向了台前。我们看到，ETF的规模增长曲线陡峭而凌厉。从0到一万亿，用了16年。从1万亿到5万亿，只用了5年。
越来越多的投资者，开始关注以ETF为代表的指数化投资。指数化投资通过一篮子股票，对冲个股博弈的不确定性，以其快易廉明的特点、全行业资产配置的丰富选择，成为这一轮牛市投资者参与市场的主力军。
本期的嘉宾，是E... more
大家好，这里是「泰客talk」的第23期播客。
牛市是大多数人开始投资的地方，却也是最容易亏损的地方，我们总在狂热中入场，在恐慌弥漫时黯然离场。
本期节目，80后基金经理与99年新生代投资者，跨越资本市场的“两代人”，嘉宾们分享了他们的牛市初体验，跨代际对话分析分化加剧的市场中的投资机会和风险。
在这期播客里，基金经理张容赫试图解答年轻投资者的许多问题：普通投资者该如何在牛市保持清醒、守住利润？如何避免踏错节奏、守住成果？新生代投资者有哪些“坑”可以避免？
张容赫说“投资本身是一个先面对... more
大家好，这里是「泰客talk」的第22期播客。
正如节目中嘉宾提到的，现在的市场变化太快，情绪也太浓。10月以来，权益市场波动明显加剧，上证指数时隔十年一度站上4000点，后得而复失，行业轮动加速，曾备受追捧、被寄予厚望的科技股出现显著分化和震荡。很多年轻的投资者应该都经历了相似的心境，高开低走，被动、不安、迷茫。
基金经理张容赫说，“无论市场如何变化，我们希望投资者都能安心地将资金配置于权益市场，无需为择时这类复杂的大类资产判断而困扰。我想基金经理最大的成就，就是让每一位投资者长期安心持有... 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415China6 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
Chart Rankings
How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.
Apple Podcasts | #204 | China/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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泰客Talk launched a year ago and published 25 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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