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 | 64 | Founded | 2 years ago |
|---|---|---|---|---|---|
| Language |  ZH-CN | Number of Listeners | Category | Business |
Listen to this Podcast
Latest Episodes
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
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
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 | #82 | China/Business |
Apple Podcasts | #123 | Hong Kong/Business |
Apple Podcasts | #123 |  Singapore/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 64 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.