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 | 66 | Founded | 2 years ago |
|---|---|---|---|---|---|
| Language |  ZH-CN | Number of Listeners | Category | Business |
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Latest Episodes
本期录制于11月27日。
虽然有心理准备，十一月的行情实在波动较大。一方面之前提到的AI泡沫大辩论愈演愈烈，直接在英伟达的完美业绩后砸出了坑，而著名大空头Michael Burry同学，已经关闭基金，下场开知识星球，激情对线！另一方面，本月真正唱主角的是宏观，尤其是降息预期的剧烈变化。
从十月到十一月，都是不容易提前避免的过山车行情，而且各类资产宏观、币、AI、美股、A股的影响完全纠缠到了一起。我们互相聊了聊巨大波动的主要原因，如何应对这一阶段的回撤和后续的市场。这次聊的比较散，就不写时间戳... more
卡牌已经成为当代最火热的收藏与消费文化之一。各种类型、价格段的卡牌不仅广受小学生和年轻人的喜爱，同样也成为了老登的收藏品。近日，一张科比乔丹双签名球星卡以1300万美元成交，震撼人心。
我们之前聊过万物上链和股票代币化的话题，随着投资者群体越来越扩大化，散户本身自带的参与感、乐趣、情绪价值的需求，在投资中变得越来越重要。卡牌作为一种潜在的投资品和收藏品，似乎站在了邮票、文物等老登玩物和NFT、RWA等小登玩物的交汇处，令人不禁畅想万物皆可变为卡牌形态的投资品
本期我们对谈了Suplay/卡卡... more
本期录制于11月3日。
如我们之前讨论的，TACO2.0会先导致市场波动最后双方胜利会谈。但利好落地之后，各个市场/资产类别实在是难以预料短期走势，比如之前的黄金、昨天的crypto和美股，三季报中也又很多意外。好在我们也习惯了经常打脸和进行调整。
之前对AI见顶迹象的关注，目前也确实又成为了一个资本市场和产业界是否是泡沫的大辩论（虽然每隔半年多就会来一次）。我们简略聊了聊历史上产业泡沫和如何参与/规避。我个人还是认为参与和规避都正确，做好大的选择不变来变去就好。
提到的操作、空间、板块、... more
我们流浪者系列又迎来了一位朋友，他是新浪微博的共同创始人之一，在中国做过早期投资，在日本做过民宿产业，早于我们很多年离开了机构去了北美生活，在web3和AI的数字世界wander。目前他又重新专注于北美AI行业的一级市场，投资了Anthropic, xAI，Cohere，Lambda等知名项目。一起听听我们和Indigo芦义的对话，了解海外华人在股市、crypto、创新领域的有趣经历和故事。
也欢迎关注Indigo丰富精彩的各种自媒体内容; 小宇宙：INDIGO TALK；X: https:/... 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 Podcasts5emilyh2013China6 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 | #55 | China/Business |
Apple Podcasts | #80 | 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 66 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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