
投资,是一场长期且孤独的修行。前行者,需要的不是刺耳的指令,也不是追随情绪的躁动,而是能够穿透周期噪音、稳定而深入的长期陪伴。 所以我们想“慢下来”,用声音传递价值,让“长期主义”成为一种可感知、更从容的坚实力量。
| Publishes | Twice monthly | Episodes | 51 | Founded | 2 years ago |
|---|---|---|---|---|---|
| Language | Number of Listeners | Category | Business |

今年的世界读书日,我们想聊一本很多人未必听过书名、但大概率听说过主人公名字的书——《征服市场的人》。
这本书写的是量化投资传奇人物詹姆斯·西蒙斯。
他创立的大奖章基金(Medallion Fund),在1988年到2018年的30年间,创造了惊人的年化回报。更重要的是,这并不是一个靠“灵光一现”完成的故事,而是一整套关于模型、概率、组织、迭代与纪律的方法论。
有意思的是,打造这台“史上最强印钞机”的人,30岁前几乎没买过股票。
他原本是数学家、密码破译者、大学教授,后来却带着一群数学家、... more
最近,“菜比肉贵”成了菜场里的新现象。一端,是欢呼实现“猪肉自由”的消费者;另一端,是苦苦挣扎的养猪人——“卖一头,亏一头”,着实有人欢喜有人忧。
按理说,亏成这样,养猪人应该收手、减产了。但眼下的情况却是:明明猪价已经到了历史低位,行业却没有出现大规模去产能,大家甚至不惜血本地“越跌越亏,越亏越扛”。
不禁让人困惑:这一轮猪周期,为什么失灵了?
同样令人不解的,还有最近一个月 A 股生猪板块的表现:在猪价大跌的情况下,先是走出一波逆势上涨的行情,紧接着又迎来了一场暴跌洗盘。
面对这样一... more
本期特别节目内容来自中欧基金与小宇宙联合举办的线下活动“站在时间的纵深处”。在这场对话中,中欧基金价值组基金经理付倍佳与播客《剧谈社》的主理人罗素质,围绕投资与艺术展开了一场跨界交流。
在我们的日常认知中,“投资”和“艺术”似乎分属于两个完全不同的世界:一者关乎价格、理性与判断,一者关乎审美、感性与表达;一者试图逼近确定性,一者试图摆脱确定性。但如果我们把时间拉长,就会发现:两条看似背道而驰的路径,却在一些节点上有着精妙的交汇。在这些交点上,艺术不再只是表达情感的媒介,而是成为一种关于价值的判... more
3月23日,亚太主要市场再次遭遇「黑色星期一」,A股三大指数齐跌,沪指回落到3800点位,黄金则已跌去今年以来所有涨幅。
美伊冲突在过去一个月里的持续升级,让我们再次深切体会到了「黑天鹅」事件对全球资本市场的冲击。而回望过去这一年,对等关税风暴、AI革命、全球各处的地缘冲突……许多事似乎都在挑战我们过往的投资认知和经验,「乱世买黄金」不再绝对,「牛市买股、熊市买债」的边界也在变得模糊。
这让人联想到科幻小说里的「乱纪元」——没有恒定规律,周期模糊,预判变得格外艰难。那么,身处长期不确定加剧的... more
How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.
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Listeners, social reach, demographics and more for this podcast.
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中欧基金 launched 2 years ago and published 51 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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