财自由
叫我罗同学本节目从一个投资经理的视角来分享他在投资研究过程中的感悟和认知，分享他的研究道路上的点滴进步。 未谋胜，先谋败。如果不产生本金永久损失，收益自至。 加社群（付费）联系微信：cwzy20230605 暂定每周三更新
| Publishes | Weekly | Episodes | 128 | Founded | 2 years ago |
|---|---|---|---|---|---|
| Language |  ZH-CN | Number of Listeners | Category | Business |
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本期摘要：
两位投资专家通过复盘近6年公募基金数据，揭示"回撤小的基金长期收益反而更高"的反直觉规律，剖析Baillie Gifford、ARK等案例，提出二级市场生存法则：控回撤不是求稳，而是避免无效风险；投资成败不在抓住多少牛股，而在避开多少大坑。
分段精要
[00:00-05:13] 杨分析2019年底至今公募权益基金数据：年化回报中位数仅6%出头，但最大回撤中位数超40%；回撤与收益呈单调负相关，回撤15%-30%档基金回报显著优于45%以上档，颠覆"高风险高回报"常识。
[05... more
摘要：
本期拆解债基暴跌真相：长久期利率债因利率上行遭重创，万科债从90元跌至20元暴露流动性风险。核心揭示债券收益"上限锁死、下限打开"的非对称性，打破"债券无风险"信仰，强调风险定价与资产配置比预测拐点更重要。
分段：
[00:00-00:48] 债基暴雷现象
- 近期公募、私募债基净值直线下挫，一周跌去一至两年收益
- 暴跌原因多样，但共同指向债券风险认知不足
[00:48-02:59] 久期风险暴露
- 长久期利率债跌幅大：利率本身处于低位时，30年、20年期债权重过高
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投资不仅仅是金钱积累，更关乎寻找生活乐趣和满足感
2025年第一次临时股东会音频
一、简明扼要的核心总结
本播客通过小罗参加贵州茅台股东会的见闻，揭示了成功个人投资者的三大反常识特质：
极度朴素的生活方式、 "成本为负"的心理优势 以及定性驱动的投资哲学。对话深层探讨了茅台的品牌韧性、企业管理的"浪费合理性"、投资传承的不可复制性，以及人生意义的主观建构性。
核心观点是：投资成功依赖时代机遇与个人认知的契合，而真正的"富足"是精神层面的自给自足，而非财富数字的堆砌。
二、分阶段总结与... more
《柏基投资之道》
全球首/部揭秘柏基投资的权威之作，全/方位呈现“全球超/级成长股捕手”的投资哲学与核心策略，看百年耐心资本如何精/准押注：特斯拉、英伟达、谷歌、亚马逊、奈飞、阿里巴巴、字节跳动、腾讯、美团、宁德时代
购书链接
一、核心内容提炼
• 柏基投资的历史与韧性
百年历程：成立于1907年（英国爱丁堡），历经一战、二战、大萧条、互联网泡沫、金融危机等周期，是全球最古老的资产管理公司之一。
成功要素：
逆向投资基因：早期押注橡胶（汽车革命）、美国国债、日本电... more
Key Facts
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Reviews
- 杨老师还有其他的播客节目不？
杨老师还有其他的播客节目不？
Apple Podcasts5啊哈哈snChinaa month ago - 主持人差评，太没礼貌
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
Apple Podcasts4太没礼貌China6 months ago - 给杨老师打call
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。
Apple Podcasts4林风筝🪁China6 months ago - 主持人别动不动就大呼小叫就更好了
内容很好，但感觉主持人太容易激动了
Apple Podcasts5kkkarenNo1China8 months ago - 罗同学有点礼貌可以吗
节目还是可以的，少一颗星是觉得罗同学太没礼貌了
Apple Podcasts4到处听听China9 months ago
Chart Rankings
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Apple Podcasts | #70 | China/Business |
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| Listeners per Episode | Gender Skew | Location | |||
|---|---|---|---|---|---|
| Interests | Professions | Age Range | |||
| Household Income | Social Media Reach | ||||
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1. 三点下班
2. 钱粮胡同FM
3. 投资实战派
4. 厚雪长波
5. 市场透视 Beyond Markets
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财自由 launched 2 years ago and published 128 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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