投资世界
投资世界《投资世界》是一档由蒉莺春（Kate Kui）和翁怡诺（Vincent）以及他们的朋友们共同主持的播客节目。 节目讨论全球科技和消费新趋势，以及相关的政策、市场、投资。每两周播出，时长60分钟。
| Publishes | Twice monthly | Episodes | 6 | Founded | 2 months ago |
|---|---|---|---|---|---|
| Language |  ZH-CN | Number of Listeners | Category | Business |
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Latest Episodes
-导语-
本期我们邀请到了航班管家创始人、著名投资人“连长”王江。我们一起讨论了AI时代的人才需求、AI时代的教育与学习方法，以及AI带来的企业组织变革以及残酷的人才去留逻辑。Vincent刚从美国回来，我们这一期详细聊了美国零售业何以出现分化、为什么制造业事实上很难回流美国，以及机器人离真正替代人类还有多远。另外，AI公司狂砸资本支出，Mag 7谁会掉队？最后，一季度过去，我们也各自给出了自己的”什么值得买”。
-本期话题成员-
王江“连长”（嘉宾）：航班管家创始人，投资人
翁怡诺 V... more
-导语-
本期嘉宾是著名经济学家斯坦福的何治国教授。何治国专注研究金融市场，本次对话深入探讨了中美经济环境与科技发展动态，聚焦超大型应用、外卖市场对中国消费者的影响、非洲市场与中国经济比较、加密货币与区块链技术前景，以及稳定币在零售业的应用。讨论还涉及了预测市场潜力、中国零售业复苏、制造业与出口业的重要性，特别强调了人工智能等科技行业创新。通过广泛讨论，旨在洞察当前经济趋势与未来发展方向，为理解全球经济格局提供深度见解。
-本期话题成员-
何治国 经济学家，斯坦福大学James Irwin... more
-导语-
一个要中东霸权，一个要世界霸权。美国和以色列最终还是在波斯半岛扔下炸弹。战争一开始美国扬言速战速决，但直到今天战争还在继续。我们这一期播客就战争影响，相关国家（中俄日韩）的立场，以及近期的私募债危机请到了三位嘉宾：刘二飞（金融圈前辈，亚投资本创始人）、夏明晨（Hamilton Lane 汉领资本亚洲区负责人），袁迈峰（本草资本合伙人）一起来讨论。 明晨和老袁都在日本工作和学习过，对于日韩的情况很有发言权。
-本期话题成员-
刘二飞（金融圈前辈，亚投资本创始人）
夏明晨（Hami... more
-导语-
OpenClaw 爆火、Agent 登堂入室，人工智能导致的失业潮会从什么时候开始？OpenAI 完成新一轮融资，Anthropic被美国政府贴上“供应链风险”标签：从曾经的曼哈顿计划到今天的 AI 革命，技术总跟国家意志和命运紧密相连。当切换成本为零时，这些大模型最后谁会胜出？国内恒生科技里的那些“老登股”，终究其极遇到了什么问题？大厂真的没有竞争力了吗？近期市场中，什么值得买？
-本期话题成员-
傅盛（嘉宾）：猎豹移动CEO
王建硕（嘉宾）：百姓网原创始人
翁怡诺 Vin... more
-导语-
新年伊始，美股软件股经历巨大跌幅，这是否意味着商业模式在AI技术范式前坍塌？美国稳定币Clarity Act在 参议院受阻，稳定币的WhatsApp时刻是否到来？
在国内，即时零售的补贴大战依然胶着。这场人类历史上最大的零售补贴战中，各家到底在争抢什么？面对全球市场震荡，2026年A股的结构性机会在哪里？美元资产又该如何布局？家办如何选择基金经理？
-本期话题成员-
Winnie He（嘉宾）：弘章资本全球风险投资合伙人兼顾问，Rivere Capital家族办公室创始人兼董事... more
-导语-
如何看待最近的比特币等虚拟货币价格震荡？比特币作为法币的替代以及“电子黄金”的属性是否还存在？2025年Q4美股季报接近闻声，如何总结2025年科技和零售大趋势？存储是否能继续疯狂？零售企业将如何受益于这一波AI？辞旧迎新中，2026年二级市场什么值得买？
-本期话题成员-
郑迪 Didier Zheng （嘉宾），Web3 行业8年经验， 投行、债券及股票投研8年经验， 擅长政策分析、加密货币和加密货币股票分析及投资， 为目前唯一web3 股票全赛道（矿工、矿机、矿机贷、DAT... more
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