
一个投资经理分享他投资研究过程中的感悟和认知,点滴进步。 加社群请联系微信:cwzy20230605 从业资格: 杨培鸿 基金从业编号:F0080000000299
| Publishes | Weekly | Episodes | 131 | Founded | 2 years ago |
|---|---|---|---|---|---|
| Language | Number of Listeners | Category | Business |

黄金暴跌:当所有人谈论帝国兴衰时,聪明人在算什么账?拆解宏大叙事的认知盲区
核心主题:黄金暴跌背后的市场周期陷阱与"逆人性"投资纪律——当全民追捧贵金属时,真正的风险恰恰被忽视。最大亮点:杨培鸿以开采成本锚定估值+段永平"拉黑白银提问"双重警示,拆解宏大叙事的认知盲区。
00:0001:14 市场异象与现象引入
贵金属突发暴跌:黄金跌幅超20%,白银达30%+,时点发生在创历史新高的"疯狂"阶段
核心矛盾:机构牛市不买、熊市重仓的逆向操作 vs 散户追涨杀跌的顺周期行为
01:1404... more
1.摘要
本期播客聚焦"国家队"(中央汇金为主)2026年1月单周减持4000亿ETF的市场冲击,深度剖析其从2015年救市中买个股套牢到现阶段买ETF灵活退出的机制演变,核心矛盾在于官方定义的"长期资本、耐心资本"与实际"相机决策、灵活减持"行为之间的冲突,最终警示政府干预市场价格可能重蹈日本央行30年退出困境的覆辙。
2. 分段
00:0001:29 开场与议题设定
核心事件:2026年1月汇金单周卖出近4000亿ETF,与2025年4月央行承诺"无限弹药"形成反差,引发"灵活机动还... more
简要介绍:
两位主播深剖"大V单日带货150亿"事件,揭示股市资金从银行储蓄→杠杆配资→算法流量的三代演变。
核心洞察:平台算法将复杂投资简化为标签游戏,制造暴富幻觉;真正的投资智慧或许在于承认"将信将疑是美德",理解所有公开指标皆无价值,价值仅存在于解读框架之中?
分段精要
00:0001:50 事件引入
某A类份额0.44亿的老基金被大V单日带货150亿,申购额达120亿
讨论三方向:情绪资金来源、算法制造爆款机制、大V晒单是否构成操纵
01:5005:00 牛市资金溯源
2... more
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【风险提示】:
本节目音频内容以及文字信息均不构成投资建议,投资有风险,投资需谨慎。以上内容仅供参考,不预示未来表现,也不作为任何投资建议。其中的观点和预测仅代表当时观点,今后可能发生改变。
一切问题咨询可联系(小助手微信):cwzy20230605
第一期:阿里美团外卖大战与即时零售格局
• 主题:阿里为何参战?补贴效应几何?即时零售市场真实规模与终局判断
• 核心内容:... more
杨老师还有其他的播客节目不?
主持人说话方式太没礼貌!!!杨老师讲的很实际,主持人太没素质了吧
喜欢杨老师说话的风格,娓娓道来的感觉,也很有分量。主持人说话听起来就很难受了,一句话里起伏太大,还情绪激动。
内容很好,但感觉主持人太容易激动了
节目还是可以的,少一颗星是觉得罗同学太没礼貌了
How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.
Apple Podcasts | #221 | |
Apple Podcasts | #24 | |
Apple Podcasts | #134 | |
Apple Podcasts | #164 |
Listeners, social reach, demographics and more for this podcast.
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