朗姆酒蛋糕
Claim This Podcastby _朗姆酒蛋糕
Podcast Overview
<p style="color:#333333;font-weight:normal;font-size:16px;line-height:30px;font-family:Helvetica,Arial,sans-serif;hyphens:auto;text-align:justify;" data-flag="normal">我们希望用声音，让每一个人都能获取属于自己的深度商业知识，并开始属于你的独特思考。</p><p style="color:#333333;font-weight:normal;font-size:16px;line-height:30px;font-family:Helvetica, Arial, sans-serif;hyphens:auto;text-align:justify;" data-flag="normal">我们希望用轻松的方式，带给你本来严肃的经济金融、前沿科技和搞钱内容。这里没有无效输出，只有高密度信息，让你立刻着手提升自我。</p><p style="font-size:16px;line-height:30px;font-family:Helvetica, Arial, sans-serif;color:#333333;font-weight:normal;text-align:justify;" data-flag="normal"><span>我们曾经在美国华尔街的投资银行和硅谷的科技公司中工作，经手过北美洲、南美洲、欧洲、中国大陆和香港地区的投行和科技项目。所有思考都是从实践中得来的。</span><br /></p><span><br /></span><p style="color:#333333;font-weight:normal;font-size:16px;line-height:30px;font-family:Helvetica, Arial, sans-serif;hyphens:auto;text-align:justify;" data-flag="normal"><span>【过往荣誉】</span></p><p style="color:#333333;font-weight:normal;font-size:16px;line-height:30px;font-family:Helvetica, Arial, sans-serif;hyphens:auto;text-align:justify;" data-flag="normal"><span>喜马拉雅播客精选</span></p><p style="color:#333333;font-weight:normal;font-size:16px;line-height:30px;font-family:Helvetica, Arial, sans-serif;hyphens:auto;text-align:justify;" data-flag="normal"><span>喜马拉雅《商业财经》播客榜单前10、前50、前100</span></p><p style="color:#333333;font-weight:normal;font-size:16px;line-height:30px;font-family:Helvetica, Arial, sans-serif;hyphens:auto;text-align:justify;" data-flag="normal"><span>36氪财经频道特邀音频作者</span></p><p style="color:#333333;font-weight:normal;font-size:16px;line-height:30px;font-family:Helvetica, Arial, sans-serif;hyphens:auto;text-align:justify;" data-flag="normal"><span>Zencastr音视频平台特邀创作者</span></p><p style="color:#333333;font-weight:normal;font-size:16px;line-height:30px;font-family:Helvetica, Arial, sans-serif;hyphens:auto;text-align:justify;" data-flag="normal"><span>荔枝FM特邀音频作者</span></p><p style="color:#333333;font-weight:normal;font-size:16px;line-height:30px;font-family:Helvetica, Arial, sans-serif;hyphens:auto;text-align:justify;" data-flag="normal"><span>阿里巴巴通义听悟AI平台特邀音频作者<br /></span><span><br /></span></p><p style="color:#333333;font-weight:normal;font-size:16px;line-height:30px;font-family:Helvetica, Arial, sans-serif;hyphens:auto;text-align:justify;" data-flag="normal">【订阅方式】</p><p style="color:#333333;font-weight:normal;font-size:16px;line-height:30px;font-family:Helvetica, Arial, sans-serif;hyphens:auto;text-align:justify;" data-flag="normal"><span>喜马拉雅、苹果播客、小宇宙App、荔枝FM、Spotify及36氪App，全网同名。</span></p><span><br /></span><p style="color:#333333;font-weight:normal;font-size:16px;line-height:30px;font-family:Helvetica, Arial, sans-serif;hyphens:auto;text-align:justify;" data-flag="normal"><span>【给个好评】</span></p><p style="font-size:16px;line-height:30px;font-family:Helvetica, Arial, sans-serif;color:#333333;font-weight:normal;text-align:justify;" data-flag="normal"><span>希望大家抽出一分钟，在喜马拉雅或者Apple播客上，给我们写个5星好评！谢谢！</span></p><span><br /></span><p style="color:#333333;font-weight:normal;font-size:16px;line-height:30px;font-family:Helvetica, Arial, sans-serif;hyphens:auto;text-align:justify;" data-flag="normal"><span><span>【商业合作】</span></span></p><p style="color:#333333;font-weight:normal;font-size:16px;line-height:30px;font-family:Helvetica, Arial, sans-serif;hyphens:auto;text-align:justify;" data-flag="normal"><span><span>邮箱：</span>kidpodcast824@gmail.com，请备注来意</span></p><span><br /></span><p style="color:#333333;font-weight:normal;font-size:16px;line-height:30px;font-family:Helvetica, Arial, sans-serif;hyphens:auto;text-align:justify;" data-flag="normal">【加听友群<span>】</span></p><p style="color:#333333;font-weight:normal;font-size:16px;line-height:30px;font-family:Helvetica, Arial, sans-serif;hyphens:auto;text-align:justify;" data-flag="normal"><span>请扫描每期节目中的二维码，谢谢</span><br /></p><span><br /></span>
Language
🇨🇳
Publishing Since
4/14/2022
1 verified contact email on file for 朗姆酒蛋糕
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Recent Episodes
December 23, 2025
EP57：Euphorias Are Forever，市场中的无限乐观主义
<p style="color:#333333;font-weight:normal;font-size:16px;line-height:30px;font-family:Helvetica,Arial,sans-serif;hyphens:auto;text-align:justify;" data-flag="normal">2:10 - LLM AI大模型的生态系统和营销护城河<br>4:10 - 私募信贷很火热，债务市场无创新<br>Carvana、Firstbrands、Tricolor、Zion Bancorp<br>11:35 - 通过区域性银行贷款质量观测经济<br>15:00 - 99%的人知道，1%的人执行<br>非常少人仔细去理解银行和保险公司的详细数据。这两部分市场很难有效<br>Mark-to-Market Accounting的滞后性<br>22:50 - Level 3公允价值会计能够隐藏很多烂账<br>25:00 - 房地产经济泡沫是种会反复出现的泡沫规律<br>2008年Lehman Brothers的最终破产有明显痕迹可循<br>31:30 - 基于价值的做空者们是金融市场的义警<br>35:45 - 2025年一些大热能源股是2022年的垃圾股。其中没有价值的体现<br>37:00 - 心态成本：港股某消费品公司做空case study<br>做空站在无限乐观的对立面<br>43:00 - 时机成本：美股某先进制造公司做空case study<br>刀锋和知名做空机构Hindenburg Research创始人的邮件往来<br>46:56 - 从各时期金融历史看当前的AI热<br>当前CAPE已经无限接近2000年股市峰值<br>52:40 - 互联网泡沫破裂前，巴菲特曾经连续5年跑输主要指数<br>58:10 - 生活的默认模式是上升上涨。空仓和做空都是反人性的<br></p>
May 24, 2025
EP56：高估值购入翻倍股泡泡玛特，我们的优质思考和优质关系
The hosts discuss purchasing Pop Mart stock at a high valuation and analyze their investment strategy, including overcoming psychological doubts and understanding the company's business.
December 31, 2024
Rum Cake的2024：信念即是契约，与懦弱恩断义绝
<p style="color:#333333;font-weight:normal;font-size:16px;line-height:30px;font-family:Helvetica, Arial, sans-serif;hyphens:auto;text-align:justify;" data-flag="normal"><span>2024</span>年，是主播刀锋和金汤力真正懂得和明白一些过往仅仅存在于脑海中道理的年份。选择是大于努力的。当我们回望大学毕业时的自己，与过往自我对话的冲动和多年来对于生活和工作的反思，在此时涌现。</p><span><br></span><p style="color:#333333;font-weight:normal;font-size:16px;line-height:30px;font-family:Helvetica, Arial, sans-serif;hyphens:auto;text-align:justify;" data-flag="normal">运气是生命中不可或缺的一部分。生活中不可去除的随机性，是我们没有办法避免的。我们都曾或多或少的被运气和无法把控的时事打击过。也许曾被击倒，后又疲惫不堪地重新振作起来。心态是每一个人变强的第一课，也是最核心的一课。</p><span><br></span><p style="color:#333333;font-weight:normal;font-size:16px;line-height:30px;font-family:Helvetica, Arial, sans-serif;hyphens:auto;text-align:justify;" data-flag="normal">很多人仍然迷茫着，<span>and it’s okay to not know what you want</span>。有时候你需要的是在某一个领域中不停向上爬，从而接触到更多的机会和资源。社会很现实。她很少看重潜力，更多看重名片。</p><span><br></span><p style="color:#333333;font-weight:normal;font-size:16px;line-height:30px;font-family:Helvetica, Arial, sans-serif;hyphens:auto;text-align:justify;" data-flag="normal">我们相信，在<span>2025</span>年，清晰地认识自己、坦诚地面对自己、勇敢地接受自己、果断地开始新的自己，能够让你变成一个更好的人。做自己真正想做的事情，让别人去说。努力的生活，不要顾及或顾忌他人的冷嘲热讽。像杨绛所说的那样，这一辈子是你自己的，与别人真的没有关系。</p><span><br></span><p style="color:#333333;font-weight:normal;font-size:16px;line-height:30px;font-family:Helvetica, Arial, sans-serif;hyphens:auto;text-align:justify;" data-flag="normal">引用刀锋很喜欢的一句说唱歌词：信念即是契约，与懦弱恩断义绝。</p><hr style="border:0px;margin:20px 0px;background:#ddd;display:inline-block;width:100%;border-style:solid;height:1px;"><br><p style="font-size:16px;line-height:30px;font-family:Helvetica, Arial, sans-serif;color:#333333;hyphens:auto;text-align:justify;" data-flag="normal"><br><b>本期节目分为如下模块：</b></p><p style="color:#333333;font-weight:normal;font-size:16px;line-height:30px;font-family:Helvetica, Arial, sans-serif;hyphens:auto;text-align:justify;" data-flag="normal">1. 职业道路和个人发展感悟与回顾</p><p style="color:#333333;font-weight:normal;font-size:16px;line-height:30px;font-family:Helvetica, Arial, sans-serif;hyphens:auto;text-align:justify;" data-flag="normal">2. 探讨个人投资组合包</p><p style="color:#333333;font-weight:normal;font-size:16px;line-height:30px;font-family:Helvetica, Arial, sans-serif;hyphens:auto;text-align:justify;" data-flag="normal">3. 推荐书籍、影片、旅游城市</p><p style="color:#333333;font-weight:normal;font-size:16px;line-height:30px;font-family:Helvetica, Arial, sans-serif;hyphens:auto;text-align:justify;" data-flag="normal"><span>4. 生活感悟，那些我们听过但始终没有领悟的道理</span></p><span><br></span><hr style="border:0px;margin:20px 0px;background:#ddd;display:inline-block;width:100%;border-style:solid;height:1px;"><br><p style="color:#333333;font-weight:normal;font-size:16px;line-height:30px;font-family:Helvetica, Arial, sans-serif;hyphens:auto;text-align:justify;" data-flag="normal"><span><img data-key="0" src="http://imagev2.xmcdn.com/storages/5c50-audiofreehighqps/39/2E/GKwRIJELSZGaAAHBoANKKL2K.jpg!op_type=4&device_type=ios&upload_type=attachment&name=mobile_large" alt="" data-origin="http://imagev2.xmcdn.com/storages/5c50-audiofreehighqps/39/2E/GKwRIJELSZGaAAHBoANKKL2K.jpg?op_type=0" data-large="http://imagev2.xmcdn.com/storages/5c50-audiofreehighqps/39/2E/GKwRIJELSZGaAAHBoANKKL2K.jpg!op_type=4&device_type=ios&upload_type=attachment&name=mobile_large" data-large-width="750" data-large-height="1236.2903225806451" data-preview="http://imagev2.xmcdn.com/storages/5c50-audiofreehighqps/39/2E/GKwRIJELSZGaAAHBoANKKL2K.jpg!op_type=4&device_type=ios&upload_type=attachment&name=mobile_small" data-preview-width="140" data-preview-height="230.7741935483871"><br></span></p><span><br></span><br><br>
58 total episodes available
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- What is 朗姆酒蛋糕?
<p style="color:#333333;font-weight:normal;font-size:16px;line-height:30px;font-family:Helvetica,Arial,sans-serif;hyphens:auto;text-align:justify;" data-flag="normal">我们希望用声音，让每一个人都能获取属于自己的深度商业知识，并开始属于你的独特思考。</p><p style="color:#333333;font-weight:normal;font-size:16px;line-height:30px;font-family:Helvetica, Arial, sans-serif;hyphens:auto;text-align:justify;" data-flag="normal">我们希望用轻松的方式，带给你本来严肃的经济金融、前沿科技和搞钱内容。这里没有无效输出，只有高密度信息，让你立刻着手提升自我。</p><p style="font-size:16px;line-height:30px;font-family:Helvetica, Arial, sans-serif;color:#333333;font-weight:normal;text-align:justify;" data-flag="normal"><span>我们曾经在美国华尔街的投资银行和硅谷的科技公司中工作，经手过北美洲、南美洲、欧洲、中国大陆和香港地区的投行和科技项目。所有思考都是从实践中得来的。</span><br /></p><span><br /></span><p style="color:#333333;font-weight:normal;font-size:16px;line-height:30px;font-family:Helvetica, Arial, sans-serif;hyphens:auto;text-align:justify;" data-flag="normal"><span>【过往荣誉】</span></p><p style="color:#333333;font-weight:normal;font-size:16px;line-height:30px;font-family:Helvetica, Arial, sans-serif;hyphens:auto;text-align:justify;" data-flag="normal"><span>喜马拉雅播客精选</span></p><p style="color:#333333;font-weight:normal;font-size:16px;line-height:30px;font-family:Helvetica, Arial, sans-serif;hyphens:auto;text-align:justify;" data-flag="normal"><span>喜马拉雅《商业财经》播客榜单前10、前50、前100</span></p><p style="color:#333333;font-weight:normal;font-size:16px;line-height:30px;font-family:Helvetica, Arial, sans-serif;hyphens:auto;text-align:justify;" data-flag="normal"><span>36氪财经频道特邀音频作者</span></p><p style="color:#333333;font-weight:normal;font-size:16px;line-height:30px;font-family:Helvetica, Arial, sans-serif;hyphens:auto;text-align:justify;" data-flag="normal"><span>Zencastr音视频平台特邀创作者</span></p><p style="color:#333333;font-weight:normal;font-size:16px;line-height:30px;font-family:Helvetica, Arial, sans-serif;hyphens:auto;text-align:justify;" data-flag="normal"><span>荔枝FM特邀音频作者</span></p><p style="color:#333333;font-weight:normal;font-size:16px;line-height:30px;font-family:Helvetica, Arial, sans-serif;hyphens:auto;text-align:justify;" data-flag="normal"><span>阿里巴巴通义听悟AI平台特邀音频作者<br /></span><span><br /></span></p><p style="color:#333333;font-weight:normal;font-size:16px;line-height:30px;font-family:Helvetica, Arial, sans-serif;hyphens:auto;text-align:justify;" data-flag="normal">【订阅方式】</p><p style="color:#333333;font-weight:normal;font-size:16px;line-height:30px;font-family:Helvetica, Arial, sans-serif;hyphens:auto;text-align:justify;" data-flag="normal"><span>喜马拉雅、苹果播客、小宇宙App、荔枝FM、Spotify及36氪App，全网同名。</span></p><span><br /></span><p style="color:#333333;font-weight:normal;font-size:16px;line-height:30px;font-family:Helvetica, Arial, sans-serif;hyphens:auto;text-align:justify;" data-flag="normal"><span>【给个好评】</span></p><p style="font-size:16px;line-height:30px;font-family:Helvetica, Arial, sans-serif;color:#333333;font-weight:normal;text-align:justify;" data-flag="normal"><span>希望大家抽出一分钟，在喜马拉雅或者Apple播客上，给我们写个5星好评！谢谢！</span></p><span><br /></span><p style="color:#333333;font-weight:normal;font-size:16px;line-height:30px;font-family:Helvetica, Arial, sans-serif;hyphens:auto;text-align:justify;" data-flag="normal"><span><span>【商业合作】</span></span></p><p style="color:#333333;font-weight:normal;font-size:16px;line-height:30px;font-family:Helvetica, Arial, sans-serif;hyphens:auto;text-align:justify;" data-flag="normal"><span><span>邮箱：</span>kidpodcast824@gmail.com，请备注来意</span></p><span><br /></span><p style="color:#333333;font-weight:normal;font-size:16px;line-height:30px;font-family:Helvetica, Arial, sans-serif;hyphens:auto;text-align:justify;" data-flag="normal">【加听友群<span>】</span></p><p style="color:#333333;font-weight:normal;font-size:16px;line-height:30px;font-family:Helvetica, Arial, sans-serif;hyphens:auto;text-align:justify;" data-flag="normal"><span>请扫描每期节目中的二维码，谢谢</span><br /></p><span><br /></span> - How often does this podcast release new episodes?
This podcast updates weekly.
- Where can I listen to this podcast?
This podcast is available on 8 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
- Does this podcast accept guests?
Yes, this podcast regularly features guests.
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