十分吸引
敏-姐乱中取利
| Publishes | Weekly | Episodes | 45 | Founded | a year ago |
|---|---|---|---|---|---|
| Language |  ZH-CN | Number of Listeners | Category | Business |
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单一资产、单一策略的时代已经过去：我们曾相信一招鲜吃遍天，但现在，世界越来越乱，波动越来越密，黑天鹅成了家常便饭。
本期节目，石磊与雪球出品的播客《厚雪长波》串台联动，一起拆解多资产多策略配置方式。
本期节目，我们会聊清楚几个关键问题：
• 为什么说裸奔式投资在今天注定失败？
• 多策略到底是不是只是分散风险的表面文章？
• 如何判断一种产品是真的多策略，还是只是换个名字的单押？
• 当A股、港股、美股、债券、商品全都在讲不同故事时，我们该怎么听懂它们的语言？
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人人都向往巴菲特的滚雪球奇迹，我们都期待复利，但为何我们自己越努力投资，却离财富的雪球越来越远？
本期节目，我们与《伟大的复利》作者沈帅波老师串台，回归第一性原理，重新拆解复利这个被误读最多的概念。
• 复利的本质与陷阱：它真的只是“坚持”和“利滚利”吗？为何大多数人还没走到第20格就被迫出局？
• 寻找当代的长坡厚雪：当黑天鹅频发、世界加速分裂，我们还能相信长期主义吗？今天的黄金、茅台或中国制造还是好的选择吗？
• 守护你的雪球：如何构建反脆弱的资产配置，避免一次中断就让你前功... more
本期节目我们聊聊2025年诺贝尔经济学奖，但又远远不止于讨论诺奖理论。
我们将会穿越200年间从铁路到AI的进程，探讨知识怎样与技术结合？什么样的制度能够带来持续创新？而创新又在如何改变社会？是破坏还是增长？
而在创新的结果之后，在不同的产业周期中，我们作为投资者，应该采用什么样不同的投资范式？
在强大的人工智能竞争面前，我们人类的价值体现在哪里？
本期有活动：优质评论可换取Alice系统账号一个月免费使用权限。一周内点赞最多的前10名即可获此奖项，大家加油评论吧！
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当人口红利见顶，有人提出猫口红利正在接棒。这个规模超3000亿、消费者愿为情感付费的市场，或许能够成为未来小母婴的可能性，无疑充满了诱惑。但在行业内部，国货平替与品牌高端化的困境、上市销售费用激增的现状，都让它的未来和投资充满了不确定性。
究竟是风口还是陷阱？答案或许比想象中更复杂。
今天这期节目，我们聊聊宠物经济的商业模式与投资价值。
温馨提示：本期提及所有上市公司名称绝不构成任何投资建议，仅用于商业模式讨论===============================
本期嘉宾：
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Apple Podcasts3at6677China5 months ago - 能不能说人话
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Apple Podcasts2kunkuni1Chinaa year ago
Chart Rankings
How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.
Apple Podcasts | #38 | China/Business |
Apple Podcasts | #132 |  Singapore/Business |
Apple Podcasts | #231 |  Hong Kong/Business |
Audience Metrics
Listeners, social reach, demographics and more for this podcast.
| Listeners per Episode | Gender Skew | Location | |||
|---|---|---|---|---|---|
| Interests | Professions | Age Range | |||
| Household Income | Social Media Reach | ||||
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十分吸引 launched a year ago and published 45 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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