节目简介｜《铜镜》 “夫以铜为镜，可以正衣冠；以古为镜，可以知兴替；以人为镜，可以明得失。”——《旧唐书·魏徵传》，唐太宗李世民语。 《铜镜》取意于此。我们相信，透过历史的镜子，可以映照出经济与文明的脉络。无论是古代的帝国周期，还是现代的产业演化，历史的逻辑常常在当下重现。 节目由两位长期研究与投资者共同主持： 大鹏：大宗商品研究员与长期投资者，微信公众号「培风客」作者，专注于能源、金属与全球宏观的长期趋势； Mike：国际贸易与产业组织研究员，经济学博士资格候选人，从全球价值链与制度变迁的角度解析世界经济。 从古典时代的文明共性，到现代金融与产业的逻辑，《铜镜》希望在历史与现实之间，为听众提供一面能“照见兴替、明辨得失”的镜子。 微信联系方式：TheBronzeMirror 商务合作：thebronzemirror.podcast@gmail.com
| Publishes | Twice weekly | Episodes | 49 | Founded | 2 months ago |
|---|---|---|---|---|---|
| Language |  ZH-CN | Categories | HistorySociety & Culture | ||
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Summary
本期节目讨论了Mamdani在纽约市的崛起及其经济政策，重点分析了其生活成本、税收、债务和租金控制等方面的挑战与可行性。 本次对话深入探讨了纽约市的租金控制政策及其复杂性，Mamdani的政策工具与挑战，以及Lina Khan在反垄断领域的影响。讨论中提到，租金冻结可能带来的经济后果，以及如何通过租金控制与新建住房的关系来解决住房危机。此外，公共服务政策的经济逻辑也被纳入讨论，强调了政策实施的可行性与挑战。 本次对话探讨了纽约市的公共政策，特别是曼达尼市长的政策对城市未来的影响... more
在这一期特别节目中，主持人庆祝他们的播客达到了五万粉丝。他们分享了这个过程中的意外成功，感谢听众的支持，并讨论了贸易战对他们节目的影响。两位主持人还展望了未来的发展方向，包括寻找结构性机会和多元化内容的计划，强调了历史与经济的交融解读的重要性。 在这次对话中，探讨了2025年的经济波动、科技与政治的影响力，以及个人在这一年中的成长与成就。他们还展望了2026年的不确定性，强调了专业深耕的重要性，并预告了即将举行的活动，鼓励听众参与互动。
Chapters
00:00 对话的开端与主题介绍
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本次对话中，嘉宾们探讨了全球经济的变化、美国的通胀现象、政治极化以及中美关系等多个主题。通过对过去五年经济走势的回顾，分析了当前的投资趋势和未来的挑战。 本次对话深入探讨了中美关系的复杂性，特别是在技术、移民和政治极化等方面的挑战。讨论中提到新一代政治人物的崛起可能会影响未来的政治格局，同时也分析了法律在应对政治极化中的重要性。最后，谈及中美贸易的未来及其对全球经济的影响，强调了美国面临的通胀问题及其政策选择的复杂性。 本次对话探讨了川普政策对经济复苏的影响，AI投资的泡沫与市场反应，以及被动投... more
一段时间不见，我们现在恢复正式系列的更新。 在这一期里面，我们从国际金融的视角分析了目前来说一个最广受关注的现象之一，希望给大家带来一定的启发和帮助。本次节目的研究分享不构成任何投资建议。Summary
本期节目基于BIS公布的一个研究报告探讨了全球经济的K型复苏现象带来的全球主要市场里的资产大类都在上涨，甚至是原本应该互为对冲的产品迎来了同时的上涨， 但是许多与实体经济关联的部门都没有受益的现象 (也就是所谓的“everything rally”)；主播们分析了离岸美元的影响及其在国际金融市... more
Chart Rankings
How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.
Apple Podcasts | #13 | China/History |
Apple Podcasts | #50 |  Hong Kong/History |
Apple Podcasts | #80 |  Taiwan/History |
Apple Podcasts | #144 |  Singapore/History |
Apple Podcasts | #157 |  Indonesia/History |
Apple Podcasts | #197 |  Philippines/History |
Apple Podcasts | #200 |  Switzerland/History |
Apple Podcasts | #216 |  South Korea/History |
Audience Metrics
Listeners, social reach, demographics and more for this podcast.
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