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王伯達觀點

王伯達

這是王伯達的個人頻道,我們聚焦於財經相關議題。 希望能用簡單的口語及圖表,為大家解讀重要財經事件。 更深入的內容與分析,請加入我的訂閱方案 pressplay.cc/potawang 想要掌握王伯達觀點的最新訊息 加入 Telegram ▶ t.me/nextreport 訂閱電子報 ▶ goo.gl/L7Vqin 你也可以在這些地方找到我們 訂閱我們的影片 ▶ pse.is/9J88E 加入我們的 FB ▶ www.facebook.com/potawang/ 聯絡方式:pota.wang@gmail.com

PublishesDailyEpisodes10Founded5 years ago
Language
Korean
Categories
InvestingBusiness

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Artwork for 王伯達觀點

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這一集介紹債券殖利率與股票殖利率的差異、造就高股利殖利率的背後原因,與只用股利殖利率來選股的盲點,避免落入高殖利率的投資 陷阱。

殖利率不等同實際報酬

債券殖利率可以,股利殖利率不行?

債券高殖利率有理由?股票難道沒有? 

我們投資股票到底賺什麼?

Howard Marks 投資備忘錄: www.oaktreecapital.com/insights/howard-marks-memos

這集來分享為什麼最近 #成長股 股價飆升的原因之一, #低利率 下造成成長股與 #價值股 估值得改變。還有 Howard Marks 最新一期 #投資 備忘錄在談些什麼。

- Howard Marks 眼中的價值投資

- 現金流量折現模型 DCF

- 價值股已死?

- 成長股的估值越來越難

根據台灣主計處預估,台灣人均 GDP 將會在 2021 年底突破三萬美元。而在台灣跨越這個整數關卡同時,對台灣來說,接下來的路可能會越來越難走,包含了面臨將失去過去身為開發中國家的貿易優惠、被美國列入匯率操縱國名單的隱憂、難以參與如 RCEP 等區域貿易協定等等。這一集的王博達觀點將與你一同探討,跨入三萬美元俱樂部的台灣,未來會遇上那些挑戰呢?

- 台灣人均 GDP 突破三萬美元

- 成為已開發國家後的挑戰

- RCEP、CPTPP與 ECFA

- 台灣經濟走向分化?

新台幣從去年底開始大幅升值,新台幣兌美元匯率已經上看 27 字頭了。而台灣央行面臨台幣升息的資金,與可能被美國列入匯率操縱國名單的壓力,必須小心警慎的選擇貨幣政策。然而對國家央行而言,選擇貨幣政策時,會遇到貨幣政策中三要素無法兼顧的局面,也就是我們這一集要介紹的 ── 三元悖論 了。

- 台幣大幅升值的原因

- 央行的困境

- 央行的三元悖論是什麼?

- 匯率、房價只能選一個

- 引發外資狙擊套利

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4.9 out of 5 stars from 42 ratings
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    Apple Podcasts
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    5
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Apple Podcasts
#53
Taiwan/Business/Investing
Apple Podcasts
#180
Taiwan/Business

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王伯達觀點 launched 5 years ago and published 10 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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