节目简介｜《铜镜》 “夫以铜为镜，可以正衣冠；以古为镜，可以知兴替；以人为镜，可以明得失。”——《旧唐书·魏徵传》，唐太宗李世民语。 《铜镜》取意于此。我们相信，透过历史的镜子，可以映照出经济与文明的脉络。无论是古代的帝国周期，还是现代的产业演化，历史的逻辑常常在当下重现。 节目由两位长期研究与投资者共同主持： 大鹏：大宗商品研究员与长期投资者，微信公众号「培风客」作者，专注于能源、金属与全球宏观的长期趋势； Mike：国际贸易与产业组织研究员，经济学博士资格候选人，从全球价值链与制度变迁的角度解析世界经济。 从古典时代的文明共性，到现代金融与产业的逻辑，《铜镜》希望在历史与现实之间，为听众提供一面能“照见兴替、明辨得失”的镜子。 微信联系方式：TheBronzeMirror 商务合作：thebronzemirror.podcast@gmail.com
| Publishes | Twice weekly | Episodes | 47 | Founded | 2 months ago |
|---|---|---|---|---|---|
| Language |  ZH-CN | Categories | HistorySociety & Culture | ||
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Latest Episodes
本次对话中，嘉宾们探讨了全球经济的变化、美国的通胀现象、政治极化以及中美关系等多个主题。通过对过去五年经济走势的回顾，分析了当前的投资趋势和未来的挑战。 本次对话深入探讨了中美关系的复杂性，特别是在技术、移民和政治极化等方面的挑战。讨论中提到新一代政治人物的崛起可能会影响未来的政治格局，同时也分析了法律在应对政治极化中的重要性。最后，谈及中美贸易的未来及其对全球经济的影响，强调了美国面临的通胀问题及其政策选择的复杂性。 本次对话探讨了川普政策对经济复苏的影响，AI投资的泡沫与市场反应，以及被动投... more
一段时间不见，我们现在恢复正式系列的更新。 在这一期里面，我们从国际金融的视角分析了目前来说一个最广受关注的现象之一，希望给大家带来一定的启发和帮助。本次节目的研究分享不构成任何投资建议。Summary
本期节目基于BIS公布的一个研究报告探讨了全球经济的K型复苏现象带来的全球主要市场里的资产大类都在上涨，甚至是原本应该互为对冲的产品迎来了同时的上涨， 但是许多与实体经济关联的部门都没有受益的现象 (也就是所谓的“everything rally”)；主播们分析了离岸美元的影响及其在国际金融市... more
这是一个腾讯会议的录音，所以它音质可能就不会很好
本次对话围绕地缘政治、投资、AI技术的应用以及经济与政治的相互影响展开。讨论了高通胀与高利率的关系，强调了AI在地缘政治研究中的重要性，并探讨了保守主义与激进主义在经济政策中的影响。 在这段对话中，探讨了全球化与反全球化的辩论，强调了理解不同立场的重要性。他分析了政治与经济之间的相互影响，指出在当今经济环境中，投资者需要关注利率和通胀的变化。同时，他对黄金和铜的市场进行了深入分析，认为在当前经济形势下，逢低买入仍然是一个有效的投资策略。 在这次... more
这一期的合作是我们之前一段时间就录制好的，这一段时间发送出来的时候正巧赶上了黄金相关交易的热门趋势。我们感谢雪球播客团队细致的功课和准备、专业的剪辑技巧以及谦逊诚恳的交流态度-和他们的聊天中我们个人的收获也很大。本节目所有对话不构成任何投资建议，仅作为研究分享交流之用。《厚雪长波》是由雪球出品的，一档和投资相关又不止于投资的节目。在这档节目中，我们会邀请对各行各业有认知、有思辨的高手，他们可能对投资有独到的见解，也可能对世界有全新的认识。一起来听大家分享自己的专业领域、生活态度、人生哲学。我们希... more
Chart Rankings
How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.
Apple Podcasts | #213 | China/Top Podcasts |
Apple Podcasts | #8 | China/History |
Apple Podcasts | #14 |  South Korea/History |
Apple Podcasts | #15 |  Indonesia/History |
Apple Podcasts | #22 |  Hong Kong/History |
Apple Podcasts | #45 |  Japan/History |
Apple Podcasts | #65 |  Philippines/History |
Apple Podcasts | #108 |  Singapore/History |
Apple Podcasts | #133 |  Taiwan/History |
Audience Metrics
Listeners, social reach, demographics and more for this podcast.
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