可能会有投资理财相关知识,可能是和金融圈老友的对谈,也可能只是一个人的碎碎念,但总之,都是在记录这个大时代。
公众号同名。

by 大卫翁

可能会有投资理财相关知识,可能是和金融圈老友的对谈,也可能只是一个人的碎碎念,但总之,都是在记录这个大时代。 公众号同名。
Language
🇨🇳
Publishing Since
1/11/2022
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June 2, 2026
Host David Weng interviews Sue about her doctoral research on the history of Japanese immigrant remittances to Japan from the late 19th to early 20th centuries.

May 26, 2026
Host David Weng interviews political philosopher Zhong Shu, exploring how Plato, Rousseau, Hayek, and Arendt would interpret the algorithmic age.

May 12, 2026
<p>和投资ABC的陈鹏博士以及Amy聊一聊机构投资者究竟是如何运作的。</p><p>大家好,我是大卫翁,"起朱楼宴宾客"是我用来记录这个大时代的播客节目。</p><p>以下内容及时间轴感谢<a target="_blank" rel="noopener noreferrer nofollow" href="https://www.xiaoyuzhoufm.com/podcast/64b0bfde585daadfc82f3b12">投资ABC</a>!</p><p>「机构」 这个词我们都不陌生,但他们究竟是怎样一群人?</p><p>是在 《投资大师系列》 里出现过的传奇人物,比如把整个华尔街逼至死角的比尔·格罗斯,以及在黑色星期一里一战封神的保罗·都铎·琼斯吗?</p><p>以及,当个人投资者和机构做出同样的动作,比如止盈,驱动这个行为的底层逻辑,有什么不同?「大部分个人投资者并不具备和机构博弈的能力」,背后的根据又是什么?</p><p>这期节目,我们一起聊了聊机构投资人究竟是谁,他们如何运作,以及了解这些,对个人投资者的决策有什么帮助。当然,更加实操的是从机构投资者的实践出发,对我们的资产配置能有哪些帮助?</p><p>简明时间轴:</p><p><a class="timestamp">01:11</a> 武装到牙齿的对手,和近身肉搏的我们?</p><p><a class="timestamp">06:08</a> 避避风头 v.s. 低位进场:同样在市场里买卖,机构和个人,有什么不同?</p><p><a class="timestamp">16:08</a> 收集信息:个人看年报;机构发卫星、拆特斯拉、搭算法 </p><p><a class="timestamp">27:51</a> 「别神化机构,这里面还是一个一个的人」</p><p><a class="timestamp">34:06</a> 小怪癖:「很多基金经理,连出差都要穿熟悉的睡衣和拖鞋」「否则?」「就会混乱和不安」</p><p><a class="timestamp">40:47</a> 赎回压力、考核周期、风控线约束,机构是巨鲸,但巨鲸也有巨鲸的难处</p><p><a class="timestamp">51:32</a> 「原来,能够长久待在市场里,是个人投资者的重要优势」</p><p><a class="timestamp">58:55</a> 从「刚性兑付」聊起:为什么资产配置在今天,成了绕不开的话题?</p><p><a class="timestamp">61:32</a> 你最值钱的资产,可能不在任何账户里——</p><p><a class="timestamp">66:46</a> 买入卖出:机构看「占组合多少百分比」,个人算「还差多少才回本」</p><p><a class="timestamp">69:19</a> 「1 万块钱,也可以搭建自己的组合」</p><p>📋 资产配置,个人投资者的 To-Do List:</p><p><a class="timestamp">77:22</a> 降低决策速度,减少决策数量</p><p><a class="timestamp">81:06</a> 定期复盘</p><p><a class="timestamp">86:08</a> 让每一个需求,都有对应的去处</p><p>欢迎关注我的新书《资产配置行动指南》,解读和购买链接在这里:<a target="_blank" rel="noopener noreferrer nofollow" href="https://www.xiaoyuzhoufm.com/episodes/69a0dd54de29766da9b0402f">158. 播客里聊了四年的资产配置,我把它做成了一本《行动指南》</a></p><p>欢迎订阅我的Substack频道,它是一个以英文为主的频道:<a target="_blank" rel="noopener noreferrer nofollow" href="https://hubris2025.substack.com/">hubris2025.substack.com</a></p><p>欢迎关注我和雨白、小跑新制作的时事聊天节目<a target="_blank" rel="noopener noreferrer nofollow" href="https://www.xiaoyuzhoufm.com/podcast/68e9cc6cbc517e990097702d">《不熄灯Lights On》</a></p><p>欢迎关注我的生活方式类节目《犬生活》,<a target="_blank" rel="noopener noreferrer nofollow" href="https://www.xiaoyuzhoufm.com/episode/69e577831e94ae6921a8255b">《大都会拉斐尔世纪特展:从天才画家到超级经理人的一生》</a>最新上线!</p><p>欢迎加入我的<a target="_blank" rel="noopener noreferrer nofollow" href="https://t.zsxq.com/0f7YoDaJm">知识星球</a>,我正在好好运营那一片后花园。</p><p>欢迎在评论区互动,或者给我写邮件,邮箱地址qizhulouyanbinke@gmail.com。</p><p>节目BGM:</p><p>The Long Way Round - Jodymoon</p><p>节目后期:投资ABC、大卫翁</p>
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You Maomao
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Xiao P
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可能会有投资理财相关知识,可能是和金融圈老友的对谈,也可能只是一个人的碎碎念,但总之,都是在记录这个大时代。
公众号同名。
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