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 | 62 | Founded | 2 years ago |
|---|---|---|---|---|---|
| Language |  ZH-CN | Number of Listeners | Category | Business |
Listen to this Podcast
Latest Episodes
我们昨晚刚录完，Trump火线发推说"会没事的"，又被他假动作晃晕了。等今天收盘会来补充一下show note
不构成任何投资建议
在周五下午A股大跌后我们一边在困惑看盘，一边录了新的一集。
本来主要是想讨论现在市场上的一些比较疯狂的叙事和现象。
1. openAI把所有人绑上船，用杠杆/行业资产负债表（Oracle: Balance Sheet-as-a-Service，英伟达：AI行业央行)疯狂加速产业
2.Meme行情成为这一波美股主流，meme ETF又回来了，令人想起2021
3.黄金有色BTC前段时间再创新高，到底意味着什么；是地缘政治导致的供应链持续动荡，还是对通胀和放水预期的重新抬头
没有想到我们下... more
”早服还丹无世情，琴心三叠道初成。遥见仙人彩云里，手把芙蓉朝玉京。先期汗漫九垓上，愿接卢敖游太清。“
一个北大数学系毕业的古典投资人，离开奋斗十余年的一级市场，关停基金之后，为何开始研究抗衰、续命和修仙？这是行业的沦丧，还是人性的终局？
这期先不聊市场，我们播客作为机构投资人流浪第一站（？！），和明哥聊了聊他的心路历程、创业路径、最新的医美抗衰技术，畅想了AGI时代的修仙之路，也给听众们朴素而真挚的续命建议。欢迎关注明哥小某书账号：Ming明在修仙，他的产品还在严肃而科学的研发过程中，我们可... more
“一切有为法，如梦幻泡影，如露亦如电，应作如是观。”
A股在九月初迎来了牛市中一次真正像样的调整，某些主线板块甚至有了一丝见顶迹象。这时候不但鬼故事都来，更有“老登买酒“这样的将被载入A股名梗的段子。我们自己在其中经历了哪些心路历程？未来是继续牛市、掉头向下还是进入震荡的下半场？我们都聊了聊。也欢迎大家踊跃投票表达自己对后市观点
提到的操作、空间、板块、个股想法均为个人娱乐性记录，请大家不要参考，保持谨慎。
00:41 闲聊
07:16 A股市场回顾
20:26 从老登买酒看A股行业的... 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 Podcasts5emilyh2013China5 months ago - 中文版all in
喜欢就来支持了！
Apple Podcasts5JoshuaXiaoshuai
United States10 months 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 | #35 | China/Business |
Apple Podcasts | #172 | Hong Kong/Business |
Apple Podcasts | #176 |  Ireland/Business |
Apple Podcasts | #182 |  New Zealand/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 The Wanderers 流浪者
Where can I find podcast stats for The Wanderers 流浪者?
Rephonic provides a wide range of podcast stats for The Wanderers 流浪者. 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 The Wanderers 流浪者 and access YouTube viewership numbers, download stats, audience demographics, chart rankings, ratings, reviews and more.
How many listeners does The Wanderers 流浪者 get?
Rephonic provides a full set of podcast information for three million podcasts, including the number of listeners. View further listenership figures for The Wanderers 流浪者, 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 The Wanderers 流浪者?
Rephonic provides comprehensive predictive audience data for The Wanderers 流浪者, 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 The Wanderers 流浪者 have?
To see how many followers or subscribers The Wanderers 流浪者 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 The Wanderers 流浪者?
These podcasts share a similar audience with The Wanderers 流浪者:
How many episodes of The Wanderers 流浪者 are there?
The Wanderers 流浪者 launched 2 years ago and published 62 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 The Wanderers 流浪者?
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 The Wanderers 流浪者?
Rephonic pulls ratings and reviews for The Wanderers 流浪者 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 The Wanderers 流浪者?
Rephonic provides full transcripts for episodes of The Wanderers 流浪者. 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.