知本论
知本论「知本论」是由中信书院打造的首档商业财经知识播客。 当认知世界的旧脚本失效，我们用知识重构新大陆的坐标。 在这里，我们会和财经商业领域的国内外大咖、有趣有料的嘉宾、能带来启发的专业人士、行业创新者等，一起聊聊财富流向、产业浪潮、商业趋势、企业兴衰，也分享鲜活生动的人物故事。 我们也会时不时进行一些新尝试，如视频播客、线下“亲友会”等。节目每周更新，希望与你一道，用经济学的眼光，过更富足的人生。
| Publishes | Weekly | Episodes | 138 | Founded | 3 years ago |
|---|---|---|---|---|---|
| Language |  ZH-CN | Number of Listeners | Categories | Society & CultureBusiness |
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Latest Episodes
各位「知本论」的听友，大家新年快乐！2026 年的第一个月，我们带着开年重磅对话来和大家见面了～ 刚刚过去的 2025 年，资本市场有人抓住了 AI 的翻倍行情，有人困在传统资产的波动里，而 2026 年的投资主线到底在哪？是继续拥抱技术革命，还是警惕潜在风险？
今天我们特别请到了两位资本市场的 “活化石” 级人物 —— 一位是国内宏观研究泰斗、中泰国际首席经济学家李迅雷，另一位是价值投资的坚定践行者、东方港湾投资管理股份有限公司董事长但斌。30 年前，他们在君安证券并肩作战，见证中国资本市场... more
岁末年初，又到了回顾与展望的时刻。
最近有一个数据在国内外都引起了很大讨论：2025前11个月，中国贸易顺差历史性地突破了1万亿美元，简单翻译一下，国家赚了万亿美元外汇。据海关总署近日公布的数据，2025年前11个月中国货物贸易顺差首次突破1.08万亿美元。这是改革开放以来从未出现过的规模，引发全球关注。
但这随之带来了一个很大的反差：既然国家赚了这么多钱，为什么我们还是不敢花钱？因为怕生病、怕老去、怕养不起孩子。
当“铁公基”的回报率越来越低，中国经济的钱袋子该往哪倾斜？
本期做客知本... more
芒格去世已经两周年，而关于他的讨论却越来越热。
过去，提到芒格，大家的第一反应往往是“股神”巴菲特“背后的男人”，是伯克希尔·哈撒韦那个沉默的合伙人。
如今，在越来越多人眼中，如果说巴菲特是让人膜拜的“神”，那么芒格其实是更值得我们普通人去学习的“人”。
他留给世界的，不仅仅是复利神话，更是一套关于“普世智慧”的生存哲学。
在当下这个充满噪音和不确定性的环境里，他所强调的“做减法”、“反过来想”以及建立“深度信任”，或许是我们对抗焦虑最好的解药。
我们邀请到了映天下 CEO、播客「成为... more
“我们不要轻易批评年轻人，因为我们这代人是享受过时代红利的。20 年前在上海买一套房的回报，可能你干 10 年工作都比不上。”
这是本期嘉宾、资深媒体人邱兵在《知本论》里的坦诚自白。
作为曾经澎湃新闻和梨视频的掌舵者，他见证了媒体的黄金时代。但人到中年，面对行业的转折和家庭的变故，他也开始计算“普通人的账本”。
邱兵 35 岁创办东方早报， 46 岁创办澎湃新闻， 48 岁创办梨视频。他经历过咆哮的 20 年的高速发展，享受过时代的红利。当然，他也经历过失意、挣扎和转型，只是他的失意要比别... more
Reviews
- 最新一期女支持的英语是灾难
老外听上去是靠提前沟通提纲在补，这种访谈还是中文然后外挂软件同步翻译吧
Apple Podcasts1ziku zhuChina7 months ago - 天呐！内容都很好
就是主持人怎么有点着急😣然后声音感觉是在一个空间里不是很舒服，应该是麦的问题还是怎么样！但是依旧给五星吧……希望改进！n
Apple Podcasts5kimi和墩墩China7 months ago - 制作不完美，杂音很大
2.7那一期开头的杂音就不能去一去？吓死人，耳机党吓一跳
Apple Podcasts2君宝宝宝宝宝宝宝Chinaa year ago - 主持人水平有待提高
嘉宾说的，主持人根本接不了
Apple Podcasts4sakdhbejsuhrjkxChinaa year ago - 主持人有点接不住节目内容
如题
Apple Podcasts3fox yyChinaa year ago
Chart Rankings
How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.
Apple Podcasts | #27 | China/Business |
Apple Podcasts | #52 |  Hong Kong/Business |
Apple Podcasts | #155 |  Singapore/Business |
Audience Metrics
Listeners, social reach, demographics and more for this podcast.
| Listeners per Episode | Gender Skew | Location | |||
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| Interests | Professions | Age Range | |||
| Household Income | Social Media Reach | ||||
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知本论 launched 3 years ago and published 138 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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