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 | 70 | Founded | 2 years ago |
|---|---|---|---|---|---|
| Language |  ZH-CN | Number of Listeners | Category | Business |
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Latest Episodes
有些人只是错过了时代的列车，而我们最近似乎错过了时代的火箭航天:(
先放下悔恨的情绪，我们开始一年一度的非严肃预测！
我们先回顾了2025年的预测，感觉逻辑上、方向上准确率还可以，但绝不能照着操作。
今年，我们继续对于自己熟悉的领域（宏观、AI、加密资产）各自做了预测，以及最大的商业赢家输家和最非共识的交易。继续期待打脸，期待交流。大家也请在评论区分享自己对2026年最有信心的预测！
00:00 2025年AI、Crypto、宏观预测的分别回顾
11:35 2025年最大商业赢家和输家... more
淘金、铁路建设、化工、计算机、互联网、AI。大洋对岸的历次产业热潮中，无不伴随着华人的身影。
从1848年第一批华工抵达旧金山，到现在疯抢华人科学家、中文成为AI大厂第一工作语言。就在几天前，Manus作为这波AI华人出海创业的代表，也完成了一次成功的退出。历经近两个世纪，旧金山的华人似乎真的从牛马走上了牌桌。
我们这期和华人AI/SaaS出海第一社群Linkloud（公众号：Linkloud）的联合创始人高宁一起聊聊，海外AI大厂的军备竞赛，应用端（包括toB和toC）的落地进展，以及华人... more
年底插播一期与雪球网官方节目厚雪长波的串台，提前祝大家新年快乐！
最重要的是别忘了在小宇宙首页的2025播客大赏给我们投票: annual.podcast.xyz/2025/
1、02:53 Jason的职业路径：从北大金融、华兴资本，到家族办公室与加密基金
2、04:47 我为什么在2023年的熊市里选择Crypto，而不是当时更热的AI？
3、05:49 如何判断比特币的周期？供给、需求与四年一次的减半机制
4、06:21 比特币ETF通过意味着什么？它第一次真正进... more
“我们不追求赢，也不追求输，不追求快乐，更不追求哭。 我们什么都不追求，我们上去梆梆就是两拳。”
我们一年一度的年度复盘回顾来了！
2025年不管是从从容容游刃有余，还是匆匆忙忙连滚带爬。希望我们都认真做了自己，哪怕只是冷不丁给生活梆梆两拳！
和去年一样，我们聊了聊2025年最重要的宏观/市场事件、最有意义的技术突破和创新、年度人物、最有趣的公司、业务表现最好/最差的公司、过去一年最好和最差的trade、个人的最大成长等等。
后半程一不小心走心了，聊久了，对于2026的预测只能放在下次了... 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 Podcasts5emilyh2013China8 months 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 | #126 | 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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