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
| Publishes | Twice monthly | Episodes | 79 | Founded | 3 years ago |
|---|---|---|---|---|---|
| Language |  ZH-CN | Number of Listeners | Category | Business |
Listen to this Podcast
Latest Episodes
”抽刀断水水更流，举杯消愁愁更愁““但见新人笑，那闻旧人哭“
吸血行情的极致，使得重视传统审美、固守能力圈的朋友们在恒科、中概里面挨打。近期也得到了来自有关方面的关心，让大家回来享受科技牛市，同时不要去给美国三个史上最大IPO的泡沫接盘！
一方面，我们又重新回顾了恒科中概公司遇到的问题，从公司到市场到投资者自己，到底怎么才能从忍受到接受到改变到享受？
另一方面，面对Anthropic/OpenAI/SpaceX这三个，值不值得投？吞金巨兽会不会带来熟悉的崩盘。因为第一个话题和听友们共情太多... more
“休言万事转头空，未转头时皆梦。”
AI行情基本上伴随了The Wanderers节目一路走来。正印了上面西江月里这句哲理，有泡沫/有周期是产业发展和投资中的必然，而问题也从来不是”这次是否一样“，而是”这次能持续多久“。
过去一个多月行情的发展确实有点太极致，不仅创造了FOMO的泡沫，甚至出现了吸血。（基于聊啥啥反转的反指标铁律，我们也不得不出手稳定一下局面！果然今天就....）
不管接下来是下半场还是尾声，研究还重要吗？判断还重要吗？我也不知道。
但不管如何，还是送给大家下面一段话（... more
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：）
... more
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
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 Kong3 years ago
Chart Rankings
How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.
Apple Podcasts | #92 | Hong Kong/Business |
Apple Podcasts | #98 | 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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The Wanderers 流浪者 launched 3 years ago and published 79 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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