
第二季我们将更名为“不止投资”,为大家带来更多投资和资产配置的观察和思考~
| Publishes | Twice monthly | Episodes | 43 | Founded | 5 years ago |
|---|---|---|---|---|---|
| Language | Categories | EntrepreneurshipInvestingBusiness | |||

投资,是为了更好的生活。你好,这里是《不止投资》,我是主理人靳佳,我们主要关注投资,商业,以及美好的生活。这期是培鸿老师的返场,节目录制于2024年下半年,培鸿老师滔滔不绝一口气录了三个多小时,从当年在天则研究所的群星灿烂,到社保期间的跌宕起伏,再到现在容光的配置2.0框架,培鸿老师知无不言言无不尽,系统的阐释了他对于资产配置的理解。在我看来,资产配置其实有三个层次,一是know what,知道配置是什么,二是know how,知道怎么做,第三个层次是know why,知其然更要知其所以然,期望... more
投资,是为了更好的生活。你好,这里是《不止投资》,我是主理人靳佳,我们主要关注投资,商业,以及美好的生活。
不好意思又让大家等待多时,因为年初去东南亚和香港跑了一圈,年后又去杭州和上海出差尽调,回北京之后流感中招,状态一直不太好,没找到录节目的节奏,跟大家说抱歉。
这是一期跟燕妮聊基金的串台节目,燕妮老师是专注挑选主动偏股公募基金的主理人,我们在去年也一起合作举办了资产配置圈第一期课程。这期嘉宾汪菲菲是我的多年好友,是个在美国年生物科学的PHD,虽然她非财经科班,但凭借系统的方法论,构建了一套适... more
投资,是为了更好的生活。你好,这里是《不止投资》,我是主理人靳佳,我们主要关注投资,商业,以及美好的生活。
这是一期串台节目,很高兴又跟郑永明和樊帅一起重聚。投资不只是金钱游戏,它关乎生活与成长。这期节目里,我们一起探讨了《价值投资:从格雷厄姆到巴菲特》这本书,并探讨了中国投资者的实践之路。为什么经验丰富的投资人能嗅到市场的微妙变化?真正的价值投资又是什么模样?如何找到适合自己的投资风格?
当时选题预采时,跟樊博聊天,说不要太刻板的只讲估值,其实最后一章的12位价值投资人才是蒙尘遗珠的精华彩蛋,... more
投资,是为了更好的生活。你好,这里是《不止投资》,我是主理人靳佳,我们主要关注投资,商业,以及美好的生活。
首先跟大家抱歉断更这么久,还是有很多小伙伴在后台默默关心。跟大家汇报一下,十月份我跟几位小伙伴一起去新加坡和香港跑了一大圈,日均五场的会议把脑子直接塞爆炸了。回国之后最近一直在做资产配置圈的内部磨课,现在第一轮的磨课已经结束,马上就要启动招募fellow们了,12月8日在北京朝阳区我们将举办开放日,也是资产配置圈的年度活动,欢迎你来现场跟主创团队见面哦~在这里我们会分享对资产配置的观察和思... more
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Apple Podcasts | #83 |
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不止投资 launched 5 years ago and published 43 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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