The Wanderers 流浪者
zjyiranThe Wanderers是一群在投资、创业、科技领域有多年积累的好朋友们。我们中有一线VC、PE、对冲基金机构里的合伙人/MD，也有来自科技大厂/创业公司/家族办公室的背景。我们合计曾带来数十亿美元的回报，见证过诸多伟大创新和历史性时刻，也有无数的教训和醒悟。 节目试图复刻我们日常线下和微信群的小范围半严肃对话碰撞。这个世界不缺乏信息和观点，但高质量信息、差异化视角、对关键问题的注意力却极为稀缺。 这需要我们脱下机构身份流浪，在喜欢和值得关注的领域里漫游，不带目的，猛烈碰撞，知行合一。 加入我们，一起做科技创新里最了解股票投资的，股票投资里最了解宏观和配置的，宏观配置里最了解科技创新的wanderers! ------------------------------------------------------ Apple Podcast: 搜索The Wanderers 流浪者 认识... more
| Publishes | Twice monthly | Episodes | 78 | Founded | 2 years ago |
|---|---|---|---|---|---|
| Language |  ZH-CN | Number of Listeners | Category | Business |
Listen to this Podcast
Latest Episodes
只从新闻上看的话，伊朗问题一会儿彻底解决，一会儿彻底崩了。特朗普和伊朗讲话完全相反，海峡开了没开、伊朗问题解决没解决，已经是个量子叠加态。为什么不是不确定性压制，却是观测坍缩？市场为什么干脆信一边？后续是雷更大还是干脆脱敏？我们各有各的看法。
这期我疯狂掉线大部分时间基本没出声，基本Vincent Jason对口相声。不过也验证了我们以前的猜测，两个人聊其实flow更顺滑，三个人反而不好cue（类似三个和尚没水喝的朴素原理）。
我个人的看法就文字补充在下面，他们两人的可以好好听节目：）
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先插播通知：季度复盘的付费观众可加微TheWanderers1，出示购买/付款截图加入交流群。我们水平和时间有限，佛系讨论为主，无投资买卖建议，请勿期待过高😂
休假两周，战争/宏观/产业变化太多了，市场相关的我们抓紧在录了。但这期我们先抬头看路，在这个巨变的时代做好自己。我们以前聊过很多次AI 对白领和投资工作的冲击（前几期还讲过所谓AI末日论）。这次我们要停止制造焦虑，和大家一起行动起来！
最近 CoWork/Agent/Harness，之前小龙虾都很火。很多人会问这和我们有什么关系？不... more
上期发完刚好碰上伊朗的惊天事件，战火给民众带来了诸多不幸，我们和大家一起祈愿战争尽快结束。
市场一开始似乎表现得毫不意外，甚至乐观地等待TACO。但后续随着几次的反复和升级，大家也都明白了这次的选择权并不在Trump手里。
现在这个时间点从市场角度来看，反而比开战时更加破朔迷离。我们复盘了事件的根本起因和难以避免的僵局，也对后续的局势和市场影响做了些展望。我们对国际局势的分析能力有限，主要还是从市场的主流观点角度在进行思考。
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如此前预告，Th... more
前段时间最吸引注意力无外乎是Citrini的末日论科幻小作文《2028年智能危机》，畅想机器Agent替代各行业白领工作后，碳基经济体面临螺旋通缩和崩溃。之前只是AI颠覆SaaS/tmt，现在叙事上升到了颠覆人类经济体。
我们对人类未来还是抱着乐观主义，整体还有充足时间调整。但正如年初预测中提过的，难免会有个体公司个体行业遭受很大的瞬时冲击。前两天Block宣布裁员 40% 促进股价大涨，也许会引起效仿。而相应的，我们这两年一直还比较看好的AI基建大潮（尤其北美）拉动的传统重资产周期变成长的叙... more
Reviews
- 太棒了
每个投资项目的有经验的作者专业的解析，每个节目都值得反复收听
Apple Podcasts5emilyh2013Chinaa year ago - 中文版all in
喜欢就来支持了！
Apple Podcasts5JoshuaXiaoshuai
United Statesa year ago - 很棒很有趣！~
像是中文版的All in！！！
Apple Podcasts5jasonhuang81
Hong Kong2 years ago
Chart Rankings
How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.
Apple Podcasts | #144 | China/Business |
Apple Podcasts | #223 | Hong Kong/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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The Wanderers 流浪者 launched 2 years ago and published 78 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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