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 | Twice monthly | Episodes | 34 | 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34期播客。
本期播客，我们聊聊厄尔尼诺。根据世界气象组织（WMO）监测数据，今年夏天形成厄尔尼诺事件的概率高达80%，气候异常状态延续至11月的概率超90%，本轮厄尔尼诺大概率在今年秋冬季发展为中等及以上强度。
这场席卷全球的气候异动，正在带来相关板块的投资异动。高温推升制冷用电、区域降水分化影响水电出力、全球气候异常扰动能源供给，多重连锁反应层层传导至资本市场。
当全球气候模式发生深层切换，这场横跨太平洋的变局，像是一个隐形的操盘手，通过重塑全球的降雨带与温... more
本期节目恰逢六一儿童节上线，我们给大家带来一期《深夜食堂》特别版节目。不管你什么时候点开，都祝你永远保持探索世界的热情，儿童节快乐！成长快乐！
本期节目中，"成长"是关键词，我们想跟你一起聊聊象征着成长的科创板。
2019年6月，科创板横空出世。从七年前的起点，到近期创下新高，科创板记录了我国科技产业从追赶、并跑到逐步领跑的一次次进步，也见证了无数科技领域投资者从小白到懂行的不断成长。
本期节目，我们站在2026年的视角，希望通过回望科创板的来时路，与你一起展望科技自强的下一程。你会听到：
➡️... more
大家好，这里是「泰客Talk」的第32期播客。
这是一期非常“涨知识“的播客！创新药行业充斥着高大上的专有名词，听起来似乎离普通人很远，但其实和每个人的健康息息相关。比如说，你吃过的很多常用药，曾经都是创新药。再比如说，司美格鲁肽为什么能减肥，又会有什么副作用。
本期我们特别邀请到了国泰创新医疗的基金经理邱晓旭。他不仅是生物医药领域的资深投资人，也是一位生命科学博士。在邱晓旭看来，创新药投资本质上是一种非常硬核的高科技投资。他将从科研与投资的双重视角，带你重新理解创新药：它的高风险、高回报，它的... more
大家好，这里是「泰客Talk」的第31期播客。
本期节目录制于2026年5月8日，彼时万得偏股混合型基金指数刚刚打破2021年的记录，创下历史新高，主动权益基金用5年时间，完成了一次对于“主动管理无用论”的修正。
格雷厄姆说过："牛市是散户亏钱的主要原因。" 在市场情绪渐渐高涨、主动权益基金重新"复魅"的当下，我们反而更需要听听那些穿越过完整牛熊周期的人怎么说。
本期嘉宾程洲，基金管理经验已有18年之久。他经历了2008年金融危机的断崖式下跌，也扛过2015年互联网+泡沫的市场压力，在2021年... 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415Chinaa year ago - 好
真的好喜欢听
Apple Podcasts5句833873China2 years ago - 八
声音不合适，换个设备吧
Apple Podcasts3jiaocheng666China2 years ago
Chart Rankings
How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.
Apple Podcasts | #237 | 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 | ||||
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 34 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.