The Wanderers 流浪者
zjyiranThe Wanderers是一群在投资、创业、科技领域有多年积累的好朋友们。我们中有一线VC、PE、对冲基金机构里的合伙人/MD，也有来自科技大厂/创业公司/家族办公室的背景。我们合计曾带来数十亿美元的回报，见证过诸多伟大创新和历史性时刻，也有无数的教训和醒悟。 节目试图复刻我们日常线下和微信群的小范围半严肃对话碰撞。这个世界不缺乏信息和观点，但高质量信息、差异化视角、对关键问题的注意力却极为稀缺。 这需要我们脱下机构身份流浪，在喜欢和值得关注的领域里漫游，不带目的，猛烈碰撞，知行合一。 加入我们，一起做科技创新里最了解股票投资的，股票投资里最了解宏观和配置的，宏观配置里最了解科技创新的wanderers! ------------------------------------------------------ Apple Podcast: 搜索The Wanderers 流浪者 认识... more
| Publishes | Weekly | Episodes | 73 | Founded | 2 years ago |
|---|---|---|---|---|---|
| Language |  ZH-CN | Number of Listeners | Category | Business |
Listen to this Podcast
Latest Episodes
正片11:30 开始
前两天围观Genie3以及赛博龙虾人的moltbook占据了不少注意力。但眼下最震撼的确实还是金银大跌。而且果不其然周末BTC也跟跌了。
昨天已经预告过，这期紧急加更，深入讨论这波资源行情、黄金白银的属性和暴涨成因、泡沫与否后市观点、和新美联储主席又有什么关系。我就不多介绍和剪辑了，前面瞎聊也留着，时间戳晚些有空再加吧。。
请牢记我们时不时的短期反指属性，而且宏观永远没有正确答案，切不可作为投资参考。本期录制于2026年1月31日
没时间弄shownote，借听友的... more
想不到我们小小一档节目已经开始孵化项目了！
Jason同学最近醉心学习宏观等，他打算自己再做一个短播客的节目叫《非共识的20分钟》，把自己平时所读所思，高频率的做些单口分享，主打知识性。那边还在认证中，之后也欢迎大家关注（我其实劝他做活人感更强的短视频来分享哈哈）
The Wanderers这边大家的投入和频率不变，主要还是我们三个人畅谈当下最值得attention、最产生深远影响的市场、科技、宏观的话题，结合在一线的实操观察和感想。时不时也会邀请一些其他的Wanderers来对话。希望大家... more
但见丹诚赤如血，谁知伪言巧似簧
赤马丙午大火的26年，题材火爆，游资风格已经起飞，其他风格的不少朋友则喊着26年难做。果然我们的不靠谱预测里，最靠谱的就是“马年要跟马斯克”，地面ai已经成为老登，商业航天太空算力太空光伏眼看就要纷纷进入逃逸速度，不再受任何基本面的地心引力了。
历来保护欲爆棚的监管机构和平台果断出手处罚一些操纵股价边吹票边卖出的大V，防止跟单股民们遭遇更惨的损失。在这里必须点赞。
周末卧病听听卖方机构会议，没想到一个接一个电话会的继续推啊。每年上天100GW/一百万吨载荷/... more
有些人只是错过了时代的列车，而我们最近似乎错过了时代的火箭航天:(
先放下悔恨的情绪，我们开始一年一度的非严肃预测！
我们先回顾了2025年的预测，感觉逻辑上、方向上准确率还可以，但绝不能照着操作。
今年，我们继续对于自己熟悉的领域（宏观、AI、加密资产）各自做了预测，以及最大的商业赢家输家和最非共识的交易。继续期待打脸，期待交流。大家也请在评论区分享自己对2026年最有信心的预测！
00:00 2025年AI、Crypto、宏观预测的分别回顾
11:35 2025年最大商业赢家和输家... more
Reviews
- 太棒了
每个投资项目的有经验的作者专业的解析，每个节目都值得反复收听
Apple Podcasts5emilyh2013China9 months ago - 中文版all in
喜欢就来支持了！
Apple Podcasts5JoshuaXiaoshuai
United Statesa year ago - 很棒很有趣！~
像是中文版的All in！！！
Apple Podcasts5jasonhuang81
Hong Kong2 years ago
Chart Rankings
How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.
Apple Podcasts | #68 | China/Business |
Apple Podcasts | #123 |  South Africa/Business |
Apple Podcasts | #190 | 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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The Wanderers 流浪者 launched 2 years ago and published 73 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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