
大武老师的财经播客:用对话,理财时代与财富
| Publishes | Twice monthly | Episodes | 24 | Founded | a year ago |
|---|---|---|---|---|---|
| Language | Number of Listeners | Category | Business |

从2月28日美国、以色列对伊朗发动军事打击开始,这场持续近四个月的美伊战争,正在进入新的阶段。最新进展是,美伊双方预计将在6月19日于瑞士签署停止敌对行动的框架协议,霍尔木兹海峡也在逐步恢复通航。
但这并不意味着和平真正到来。
3月我们曾和朱兆一老师讨论过战争初期的局势(伊朗路在何方?战争背后的美以博弈、伊朗内裂与中国变局)。当时朱老师判断,美国和以色列虽然军事协同,但长期目标并不完全一致;特朗普不可能让战争拖太久;伊朗革命卫队是政权的“金钟罩”;而霍尔木兹封锁对伊朗来说更像是“杀敌八百,自损一... more
去年7月,我们和付鹏老师聊过一次泡泡玛特。
那时的泡泡玛特正处在最热的时候,Labubu成为现象级IP,股价一路上涨,市场开始重新想象“中国新消费”的空间。但当时付鹏老师的判断相对冷静:泡泡玛特当然是一家好公司,但潮玩、盲盒、情绪消费这一类生意,真正难判断的不是它能不能火,而是它能火多久。
一年之后,这个问题变得更有意思了。
泡泡玛特股价从高点大幅回落,但与此同时,段永平却从此前的“看不懂”,到5月7日公开表示已经把神华换成泡泡玛特,并在近日购入市值14.7亿港元的泡泡玛特普通股,这意味着,段永... more
这是一场发生在孙杨人生转折期的对话。
录制这期节目时,他还没有真正回到赛场,但已经在为重返做准备。那几年里,外界对他的关注从来没有停止,争议、期待、质疑和好奇也一直围绕着他。
孙杨当然是奥运冠军,也是中国体育史上非常特殊的一个名字。但在这次对话里,我更强烈感受到的是:他正在经历一个从运动员身份,走向更复杂人生身份的过程。
孙杨曾经把几乎全部人生都放在泳池里。训练、比赛、纪录、金牌,构成了他过去很多年的主线。但当人生突然被迫慢下来,他也开始重新看见游泳之外的世界:婚姻、家庭、学习、商业,以及一个运... more
这期节目,我和巴西皇室后裔、巴西顶级对冲基金 Absolute Investimentos 的合伙人若昂·菲利佩王子一起聊聊巴西以及他的中国观察。
若昂王子不仅讲述了巴西独特的历史和文化,还分享了他多年在新加坡和上海生活的经历,告诉我们这些跨文化体验是如何影响他看中国和亚洲市场的投资判断。我们聊到了中巴贸易关系、比亚迪这样的中国企业在巴西遇到的挑战,也聊了中美博弈下巴西的定位和角色。
不仅如此,我们还聊到了巴西的教育、旅游、体育和即将到来的世界杯。让我们一起,走进巴西。
(本期节目为英语)
主播... more
最近一期(哇哈哈案)的嘉宾充满了温情脉脉的理性。好棒👍
把收音改改吧 收音太差了 杂音多
05期听着有杂音?你们有吗
大武老师咋和太太分开了
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Apple Podcasts | #95 |
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武财人 launched a year ago and published 24 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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