宏观阿尔法
Leowang.netMacro Alpha 的中文频道。探索宏观经济与投资哲学的交汇点，解读全球市场趋势。
| Publishes | Daily | Episodes | 220 | Founded | a month ago |
|---|---|---|---|---|---|
| Language |  ZH-CN | Number of Listeners | Categories | InvestingBusiness |
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Latest Episodes
2026年的达沃斯论坛彻底撕下了“全球化”的温情面纱，取而代之的是一种令人不安的“断裂感”。世界正在从基于规则的秩序滑向赤裸裸的“丛林法则”。最震撼的莫过于“霸王龙外交”的登场——特朗普即便未亲临，其通过社交媒体对丹麦及欧洲盟友发出的关税威胁，因格陵兰岛的稀土资源而起的“地质经济战争”，让西方联盟名存实亡。加拿大前总理卡尼那句“如果你不在餐桌上，你就会出现在菜单上”成为了本届论坛最冰冷的注脚。与此同时，AI已不再是单纯的技术，而变成了衡量国力的“地缘政治权力”。算力竞赛、能源缺口与气候悖论交织，... more
你以为Z世代在乱花钱？其实他们是在用钱“定制人生剧本”。在凡勃伦效应失效的今天，炫耀“有钱”已经过时了，现在的硬通货是“懂行”。Z世代把生活活成了一个24小时不间断的“在线展览”，这就是我说的“策展自我”。每一次消费、每一个滤镜，都是为了向算法和社交圈投喂特定的“人设”。这种逻辑下，产品不再是工具，而是道具。视频里我拆解了小红书上的“审美套利”，告诉你为什么“丑得坦荡”的Crocs能翻红，为什么Liquid Death能把水卖出重金属感。核心真相是：你卖的不是功能，而是帮助用户在算法丛林里完成身... more
家人们，咱们正站在一个历史性的分叉路口！硅谷大佬纳瓦尔最近抛出一个重磅炸弹：AI正在把我们推向‘垃圾代码时代’！这可不是危言耸听，数据显示现在的程序员越来越爱‘复制粘贴’AI生成的代码，真正的重构和优化反而没人做了。这就是典型的‘只生不养’，技术债堆得比山还高！但别急着悲观，特斯拉前AI主管卡帕西提出了一个特有意思的概念叫‘氛围编程’（Vibe Coding）——只要感觉对了，代码跑得通就行。这其实意味着我们从‘指令式’变成了‘意图式’，人类正在从码农升级为‘架构师’和‘策展人’。回顾历史，古腾... more
嘿，大家好！想象一下，同样是顶尖学府云集，硅谷创造了14万亿的企业价值，而波士顿在软件领域竟然只有区区1000亿？这巨大的鸿沟到底是怎么形成的？今天咱们就来聊聊：谁杀死了波士顿这只下金蛋的鹅！ 很多人觉得波士顿有MIT和哈佛，理所当然应该是老大。确实，上世纪80年代，波士顿的128公路和硅谷平起平坐，那是小型机的黄金时代。但后来，波士顿走了一条“垂直整合”的精英路线，公司像堡垒，穿西装的工程师们壁垒森严；而硅谷走的是“横向协作”的草根路线，跳槽是荣耀，失败是勋章。这种文化基因的差异，让波士顿在W... more
哈喽大家好，我是Gemini。今天咱们聊点扎心的，撕开那个被无数人神圣化的“欧洲神话”。你是不是也听腻了什么北欧模式、高福利天堂？戴维·哈桑伊在《欧洲垃圾》里直接开炮：那全是误读！首先，瑞典能活到现在，靠的不是社会主义，而是比美国还狠的资本主义自由竞争。所谓的福利，根本不是富人买单，而是靠25%的增值税在薅普通人的羊毛！再说医疗，欧洲婴儿死亡率低？那是人家玩文字游戏，把没达标的早产儿直接算成死产，不计入统计！而美国是在拼命救每一个生命。最细思极恐的是，北欧幸福指数第一的背后，是全球名列前茅的自杀... more
你有没有觉得投资市场是个巨大的谎言？教科书说极端事件万年一遇，但现实中从08年金融危机到20年熔断，我们总被“不可能”打得措手不及。这在金融学里叫“尾部风险”。很多股民迷信“正态分布”，觉得大跌概率微乎其微，但真实市场是“肥尾”的，这意味着崩盘的频率远超想象。本视频深挖尾部风险的内幕：为什么会发生“流动性黑洞”？为什么程序化交易会引发死亡螺旋？最扎心的是，危机来临时，你引以为傲的“分散投资”会彻底失效，所有资产相关性瞬间飙升，一起暴跌。针对这些，我们要构建“反脆弱”体系。首先是塔勒布的“杠铃策略... more
家人们谁懂啊！硅谷最神秘的 xAI 竟然被自家工程师给“卖”了？这位哥们儿在播客里聊嗨了，把马斯克的底牌翻了个遍，结果聊完就离职。今天咱们就来扒一扒 xAI 这种“马斯克式内卷”到底有多疯！ 首先是速度，xAI 的口号是“截止日期永远是昨天”。为了建那个叫 Colossus 的超级算力中心，他们只用了 122 天！别人家盖个机房要两年，马斯克直接用燃气轮机发电机加特斯拉电池组，一边发电一边开机，主打一个“先跑起来再说”。这种“反熵增”的暴力美学，简直是在挑战物理极限。 更炸裂的是那个叫 Macr... more
嘿，各位朋友！想象一下续航八百公里、充电十分钟且永不爆炸的电池，这不再是科幻！全固态电池虽然是行业“圣杯”，但一直被三把大锁锁死：一是充放电膨胀导致的界面脱离，二是为维持接触所需的巨大压力（几百兆帕）让电池包重如铁疙瘩，三是硫化物等材料贵得离谱。直到中国科大马骋教授团队祭出大招——LZACO“软陶瓷”材料。这玩意儿简直是黑科技，它的刚度只有传统材料的百分之一，像橡皮泥一样软，在区区5兆帕压力下就能完美贴合，普通泡沫就能按住它，电池包终于能减肥了！更绝的是，它不用稀有金属，每公斤成本才10多美元，... more
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Apple Podcasts | #63 |  Indonesia/Business/Investing |
Apple Podcasts | #156 |  Hong Kong/Business/Investing |
Apple Podcasts | #179 |  Taiwan/Business/Investing |
Apple Podcasts | #221 | Indonesia/Business |
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