用故事调剂生活，用知识带来乐趣。商业与趣闻，人类与社会，化繁为简，无所不谈。 我们希望与你一起，在有限的生活中无限畅想，世界虚实交错，我们并肩前行。 欢迎来到《虚实之间》的世界。
虚实之间True Imagination
Claim This Podcastby 虚实de老饕
5.0(6 reviews)
110 episodes
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Podcast Overview
用故事调剂生活，用知识带来乐趣。商业与趣闻，人类与社会，化繁为简，无所不谈。 我们希望与你一起，在有限的生活中无限畅想，世界虚实交错，我们并肩前行。 欢迎来到《虚实之间》的世界。
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Publishing Since
10/18/2023
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Recent Episodes
June 3, 2026
红色火箭|E110 韩国牛市：从万亿存储到社会重估
<p>一轮股市牛市，是否可以改变社会的婚恋、教育、房价甚至生育率？最近韩国股市火出了圈，三星、海力士靠着AI红利涨势惊人，KOSPI指数一路冲破关口，似乎整个国家都被重新估值。这一期，我们想和大家聊聊这轮牛市怎么渗透进韩国普通人的生活，怎么改变整个社会的阶层流动和预期，以及这背后的AI时代所有国家都要面对的新问题。</p><p>本期节目由华夏基金冠名赞助播出，华夏基金旗下ETF总管理规模位列行业第一，旗下目前共有一百多只ETF，从宽基指数到热门赛道覆盖都非常全面，是毫无疑问的指数大厂。为了更好地服务关注指数投资的朋友们，华夏基金推出了【红色火箭】小程序，这是一个专门针对指数投资研究的数据分析和决策辅助工具，帮你更好地了解指数、学习指数投资、做好投资决策，通过微信直接搜索或点击进入<a target="_blank" rel="noopener noreferrer nofollow" href="https://wxaurl.cn/ekGq29x3cbt">红色火箭</a>即可免费使用。相关小程序内容仅作为学习工具，不作为本节目的任何投资建议和决策的参考，请听友们理性使用，也祝愿大家都能有所收获。</p><p><strong>本期主播：</strong></p><p>活在当下、老饕</p><p><strong>剪辑：</strong></p><p>曾谙</p><p><strong>本期内容：</strong></p><p><a class="timestamp">01:59</a> 三星市值破万亿，海力士员工成相亲市场新顶流</p><p><a class="timestamp">04:06</a> 结构性行情带来的「大时代」</p><p><a class="timestamp">07:25</a> AI存储需求印证了韩国的“世界经济金丝雀”角色</p><p><a class="timestamp">11:01</a> 韩国的压缩现代性、特权与焦虑</p><p><a class="timestamp">26:56</a> 牛市带来焦虑，财富流向房地产</p><p><a class="timestamp">30:19</a> 财阀悖论与新的阶级裂缝</p><p><a class="timestamp">39:30</a> “东学蚂蚁”是否享受到了红利？</p><p><a class="timestamp">50:12</a> 现代经济学中关于生育补贴的理论</p><p><a class="timestamp">54:26</a> 韩国年轻人「安静罢工」，不生娃抗议养育成本</p><p><a class="timestamp">57:06</a> AI时代的分配问题</p><p><a class="timestamp">62:36</a> 繁荣的风险</p><p><strong>相关往期节目：</strong></p><p>《<a target="_blank" rel="noopener noreferrer nofollow" href="https://www.xiaoyuzhoufm.com/episode/69e715651e94ae6921c7410c">E104 2030年的世界：起初，人们以为只是失业</a>》</p><p>《<a target="_blank" rel="noopener noreferrer nofollow" href="https://www.xiaoyuzhoufm.com/episode/66973b248fcadceb90df0606">E038 躺平经济学：当躺平成为一种理性选择</a>》</p><p>《<a target="_blank" rel="noopener noreferrer nofollow" href="https://www.xiaoyuzhoufm.com/episode/6654a949c59d1e57571189b5">E032 新政后的房地产---这张旧船票能否登上你的客船</a>》</p><p>《<a target="_blank" rel="noopener noreferrer nofollow" href="https://www.xiaoyuzhoufm.com/episode/65cec3d90847349e0c410a68">E018 教培回暖背后，东亚教育的顽疾</a>》</p><p><strong>本期音乐：</strong></p><p>Thoughts --- ANBR</p><p><strong>本期相关书籍、研报&报道：</strong></p><p>《压缩现代性下的韩国》 张庆燮 著</p><p>《特权与焦虑》 具海根 著</p><p>野村证券：《Korea Strategy》</p><p>东北证券：《韩国系列专题1》</p><p>东北证券：《韩国系列专题5》</p><p>韩国中央日报：《Stock Gains Funneled into Real Estate》</p><p>韩国中央日报：《AI Chip Boom Spurs New ‘Aristocracy’》</p><p><strong>节目知识星球：虚实之间Plus</strong></p><p><strong>节目小红书：活在dang下、老饕</strong></p><p><strong>节目微博：虚实de老饕、虚实de活在当下</strong></p><p><strong>节目文稿发布：微信公众号 虚实之间True Imagintion</strong></p>
May 27, 2026
红色火箭|E109 SpaceX IPO：当火箭公司开始卖AI
<p>人类史上最大IPO来了。SpaceX 不只是火箭公司——它的招股书里藏着三条业务线：太空、星链、AI，讲了一个力求改变人类未来的故事。本期我们就来探寻，为何SpaceX必须把AI装进来？轨道算力是科幻还是未来？马斯克本人对SpaceX的意义是什么？</p><p>本期节目由华夏基金冠名赞助播出，华夏基金旗下ETF总管理规模位列行业第一，旗下目前共有一百多只ETF，从宽基指数到热门赛道覆盖都非常全面，是毫无疑问的指数大厂。为了更好地服务关注指数投资的朋友们，华夏基金推出了【红色火箭】小程序，这是一个专门针对指数投资研究的数据分析和决策辅助工具，帮你更好地了解指数、学习指数投资、做好投资决策，通过微信直接搜索或点击进入<a target="_blank" rel="noopener noreferrer nofollow" href="https://wxaurl.cn/ekGq29x3cbt">红色火箭</a>即可免费使用。相关小程序内容仅作为学习工具，不作为本节目的任何投资建议和决策的参考，请听友们理性使用，也祝愿大家都能有所收获。</p><p><strong>本期主播：</strong></p><p>活在当下、老饕</p><p><strong>剪辑：</strong></p><p>曾谙</p><p><strong>本期内容：</strong></p><p><a class="timestamp">02:47</a> 星舰V3试飞成功，SpaceX讲述太空、通信与AI的合并叙事</p><p><a class="timestamp">07:33</a> SpaceX双重上市，纳斯达克德州凑热闹</p><p><a class="timestamp">11:02</a> 猎鹰造血养星舰，亏损换未来战略布局</p><p><a class="timestamp">15:58</a> 星链业务盈利爆发，成为SpaceX利润发动机</p><p><a class="timestamp">22:10</a> 星链的风险</p><p><a class="timestamp">24:51</a> 太空旅行成本压低，新需求是否会涌现？</p><p><a class="timestamp">31:46</a> 一太瓦太空算力的终极愿景需要AI来闭环</p><p><a class="timestamp">48:05</a> SpaceX的股权结构和公司治理</p><p><a class="timestamp">52:48</a> 马斯克的五步做事法</p><p><a class="timestamp">55:51</a> SpaceX的估值到底合不合理？</p><p><a class="timestamp">62:03</a> 马斯克的叙事里是否有可以被证伪的点？</p><p><strong>相关往期节目：</strong></p><p>《<a target="_blank" rel="noopener noreferrer nofollow" href="https://www.xiaoyuzhoufm.com/episode/656c254736f7c4e74e265d75">E008 从伊隆·马斯克的SpaceX，到人生的每一片旷野</a>》</p><p>《<a target="_blank" rel="noopener noreferrer nofollow" href="https://www.xiaoyuzhoufm.com/episode/6683bab5cdd230b23bae175c">E036 奢牌巡礼10：蒂芙尼，从文具店起家的LVMH掌上明珠</a>》</p><p>《<a target="_blank" rel="noopener noreferrer nofollow" href="https://www.xiaoyuzhoufm.com/episode/685201462a38b4d979301ea5">E077 叙事经济学：故事如何掌控大脑并引发社会经济行为</a>》</p><p>《<a target="_blank" rel="noopener noreferrer nofollow" href="https://www.xiaoyuzhoufm.com/episode/68db405cb4befcf7309249c4">E084 错误：如何认识失败以及如何塑造自我</a>》</p><p>《<a target="_blank" rel="noopener noreferrer nofollow" href="https://www.xiaoyuzhoufm.com/episode/69e715651e94ae6921c7410c">E104 2030年的世界：起初，人们以为只是失业</a>》</p><p><strong>本期音乐：</strong></p><p>Seguiré Soñando - Short version f --- Roie Shpigler</p><p><strong>本期推荐书籍：</strong></p><p>《马斯克原理》 埃里克·乔根森 著</p><p><strong>节目知识星球：虚实之间Plus</strong></p><p><strong>节目小红书：活在dang下、老饕</strong></p><p><strong>节目微博：虚实de老饕、虚实de活在当下</strong></p><p><strong>节目文稿发布：微信公众号 虚实之间True Imagination</strong></p>
May 22, 2026
红色火箭|E108 游戏开始：从《电锯惊魂》到现代人类的恐惧系统
<p>本期，我们围绕《电锯惊魂》展开，从恐怖片的类型发展与时代情绪的关联，聊到恐惧的底层生理机制，再到它和现代社会存在怎样的错配，以及它又如何在政治和商业层面发挥作用，最后再来聊聊我们是否可以正向利用这种看似负面的情绪。</p><p>本期节目由华夏基金冠名赞助播出，华夏基金旗下ETF总管理规模位列行业第一，旗下目前共有一百多只ETF，从宽基指数到热门赛道覆盖都非常全面，是毫无疑问的指数大厂。为了更好地服务关注指数投资的朋友们，华夏基金推出了【红色火箭】小程序，这是一个专门针对指数投资研究的数据分析和决策辅助工具，帮你更好地了解指数、学习指数投资、做好投资决策，通过微信直接搜索或点击进入<a target="_blank" rel="noopener noreferrer nofollow" href="https://wxaurl.cn/ekGq29x3cbt">红色火箭</a>即可免费使用。相关小程序内容仅作为学习工具，不作为本节目的任何投资建议和决策的参考，请听友们理性使用，也祝愿大家都能有所收获。</p><p><strong>本期主播：</strong></p><p>老饕、活在当下</p><p><strong>剪辑：</strong></p><p>曾谙</p><p><strong>本期内容：</strong></p><p><a class="timestamp">02:24</a> 《电锯惊魂》教科书级别的投资回报</p><p><a class="timestamp">10:34</a> 每个时代的恐怖片与大众情绪的互动</p><p><a class="timestamp">25:19</a> 进化恐惧模块理论</p><p><a class="timestamp">38:03</a> 人类为何爱看恐怖片</p><p><a class="timestamp">40:43</a> 狭义向广义的转换，恐惧与焦虑边界的模糊</p><p><a class="timestamp">43:32</a> 恐惧系统与现代社会的错配</p><p><a class="timestamp">54:22</a> 恐惧文化与政治恐惧</p><p><a class="timestamp">62:07</a> 恐惧经济如何实现商业闭环</p><p><a class="timestamp">67:48</a> 四步做法应对恐惧</p><p><a class="timestamp">72:03</a> 正向利用恐惧之暴露疗法</p><p><a class="timestamp">75:19</a> 通过恐惧了解内心深层渴望</p><p><a class="timestamp">81:45</a> 应对恐惧之用魔法打败魔法</p><p><strong>相关往期节目：</strong></p><p>《<a target="_blank" rel="noopener noreferrer nofollow" href="https://www.xiaoyuzhoufm.com/episode/69f9beddf93890ea814260e2">E106 从“买到手软”到“用到包浆”：一场消费观的静默革命</a>》</p><p>《<a target="_blank" rel="noopener noreferrer nofollow" href="https://www.xiaoyuzhoufm.com/episode/69cb8a93e2c8be3155001685">E101 重构生活的框架：从时间管理到系统校准</a>》</p><p>《<a target="_blank" rel="noopener noreferrer nofollow" href="https://www.xiaoyuzhoufm.com/episode/69785f960c314a9fed82136b">E095 成为有能的自己：能做任何事的能力</a>》</p><p>《<a target="_blank" rel="noopener noreferrer nofollow" href="https://www.xiaoyuzhoufm.com/episode/68edab94224325ea701b068f">E085 <至暴之年>：黑手党家族阴影下的纽约与A24的另类神话</a>》</p><p><strong>本期音乐：</strong></p><p>In the Shadow of Doubt --- Semo</p><p><strong>本期参考书籍&论文：</strong></p><p>《Dark Dreams 2.0》 Charles Derry 著</p><p>《斯宾诺莎文集第4卷：伦理学》 巴鲁赫·斯宾诺莎 著</p><p>《A Philosophy of Fear》 Lars Svendsen 著</p><p>《恐惧如何被操弄》 弗兰克·福瑞迪 著</p><p>《Fear - The History of a Political Idea》 Corey Robin 著</p><p>《Fears, Phobias and Preparedness: Toward an Evolved Module of Fear and Fear Learning》 Arne Ohman，Susan Mineka 著</p><p>《Detecting the Snake in the Grass: Attention to Fear-Relevant Stimuli by Adults and Young Children》 Vanessa LoBue, Judy S. DeLoache 著</p><p>《Selective Associations in the Observational Conditioning of Fear in Rhesus Monkeys》 Michael Cook, Susan Mineka 著</p><p>《Phasic and Sustained Brain Responses in the Amygdala and the Bed Nucleus of the Stria Terminals during Threat Anticipation》 Martin Herrmann, Stephanie Boehme, 等 著</p><p>《Playing with Fear: A Field Study in Recreational Horror》 Marc Malmdorf Andersen, Uffe Schjoedt, 等 著</p><p><strong>节目知识星球：虚实之间Plus</strong></p><p><strong>节目小红书：活在dang下、老饕</strong></p><p><strong>节目微博：虚实de老饕、虚实de活在当下</strong></p><p><strong>节目文稿发布：微信公众号 虚实之间True Imagination</strong></p>
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