重阳Talk
重阳Talk财富是认知的变现，投资是科学与艺术的结合。芒格说：“在拿锤子的人眼里，看什么都像是钉子”，投资之道要在摒弃“铁锤人思维”。这是一档致力于讲透财富与投资跨学科多元智慧的播客节目。由重阳投资合伙人、财经作家舒泰峰担纲主理人，邀请各界精英做客，与您一起踏上投资与人生的认知之旅。
| Publishes | Monthly | Episodes | 25 | Founded | a year ago |
|---|---|---|---|---|---|
| Language |  ZH-CN | Number of Listeners | Category | Business |
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大家好，这里是重阳talk，我是主理人舒泰峰。
当前 A 股站上 4000 点，再创十年新高，市场正处在多重预期交织的十字路口。既承载着过往一年多上涨的红利，也萦绕着对未来的多重困惑：中国经济是否会重蹈日本覆辙？股市增量资金从何而来？AI 热潮是机遇还是泡沫？2026 年投资该如何布局？等等。本期节目我们邀请到重阳投资董事长王庆、合伙人寇志伟、投研部执行负责人谭伟三位同事嘉宾，就这些问题进行深入讨论，希望能够为投资者朋友们拨开迷雾，一起解码 2026 年资本市场的投资逻辑与财富机遇。
-本期... more
大家好，这里是重阳talk，我是主理人舒泰峰。
当下的全球市场，正处在百年未有之大变局的深度演进当中。地缘格局交织博弈，科技革命加速迭代，通胀与债务的矛盾持续凸显，资产配置的逻辑被不断重构，每一位投资者都在寻找穿越波动的清晰方向。而放眼全球经济，中美两大经济体的走向无疑是影响全局的核心变量，美国凭借 AI 投资热潮与独特化债模式维持短期稳健，却暗藏社会割裂与货币信用的隐忧；中国经济在房地产深度调整中承压前行，以新质生产力为代表的新兴赛道正悄然崛起，传统与新兴的碰撞构成了独特的经济图景。
在不... more
一个世纪前，柏基投资在启蒙运动发源地苏格兰爱丁堡悄然创立，这家坚守成长型企业长期投资的机构，凭借独特投研体系穿越一战、二战、互联网泡沫、全球金融危机等多轮周期，管理资产规模突破2万亿人民币，收益甚至超越巴菲特，成为资管界罕见的百年老店。
从早期布局亚马逊（Amazon）、特斯拉（Tesla），到逆势投资腾讯（Tencent），柏基精准捕捉 “爆炸式赢家” 的投资传奇，背后是对技术经济范式变革的深刻洞察，以及不对称回报、收益递增等理论支撑的成熟方法论。其灵魂人物安德森（James Anderso... more
大家好，这里是重阳 talk 新一期节目，我是主理人舒泰峰。今天我们要聊一个非常特别的话题，怎样才能买个好房子？
对于大多数人来说，买房子都是一生中最重要的决定之一，但很奇怪的是，很多人，包括我自己也在内，买房子之前并不会去认真学习一个买房攻略，往往是根据第一印象就买了，而且跟怎么买卖股票相比，市面上关于怎么买好房子的书也是少得可怜。所以当我读到蔡照明先生的这本书《买个好房子》时，可以说是眼前一亮，读过之后也才发现，原来买房子还有这么多的门道。
蔡照明先生是知名房地产研究专家，“亲戚买房”的... more
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重阳Talk launched a year ago and published 25 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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