by 不止投资
<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">第二季我们将更名为“不止投资”，为大家带来更多投资和资产配置的观察和思考~</p>
Language
🇨🇳
Publishing Since
3/20/2021
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1 available
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March 31, 2025
<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>投资，是为了更好的生活。你好，这里是《不止投资》，我是主理人靳佳，我们主要关注投资，商业，以及美好的生活。这期是培鸿老师的返场，节目录制于2024年下半年，培鸿老师滔滔不绝一口气录了三个多小时，从当年在天泽研究所的群星灿烂，到社保期间的跌宕起伏，再到现在容光的配置2.0框架，培鸿老师知无不言言无不尽，系统的阐释了他对于资产配置的理解。在我看来，资产配置其实有三个层次，一是know what，知道配置是什么，二是<span>know </span>how，知道怎么做，第三个层次是<span>know</span> why，知其然更要知其所以然，期望对大家有些启发，enjoy</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>嘉宾：</span><br><br>杨培鸿：容光投资FOF投资经理，曾历任社保、中投和大型公募基金，从事FOF投资和资产配置十余年<br></span></p><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">时间轴</p><blockquote style="font-size:14px;margin:10px 0px;color:rgb(102, 102, 102);border-left:5px solid rgb(232, 232, 232);padding-left:15px;"><p style="color:#666666;font-size:14px;" data-flag="bk-span">02:54 世纪之初在研究所经历的“群星闪耀时”</p><p style="color:#666666;font-size:14px;" data-flag="bk-span">09:39 在社保负责海外配置，向全球投资大佬取经，也学会祛魅</p><p style="color:#666666;font-size:14px;" data-flag="bk-span">14:20 人生要交三个朋友，医生，律师，还有一个是正经做投资的</p><p style="color:#666666;font-size:14px;" data-flag="bk-span">18:31 对真实商业世界有理解，才能对投资做正确的赋权</p><p style="color:#666666;font-size:14px;" data-flag="bk-span">23:08 投资的审美，首先要排除丑，要排除长期来看是错的事情</p><p style="color:#666666;font-size:14px;" data-flag="bk-span">35:02 无论FOF还是MOM，首先需要一以贯之的执行资产配置的策略</p><p style="color:#666666;font-size:14px;" data-flag="bk-span">38:39 在耶鲁捐赠基金交流，居然真的没有聊指标，全程都是探讨商业和价值</p><p style="color:#666666;font-size:14px;" data-flag="bk-span">49:18 目前国内指数投资为什么还是有点吃亏</p><p style="color:#666666;font-size:14px;" data-flag="bk-span">57:03 FOF基金投资像做菜，原材料好才能保证效果真的好</p><p style="color:#666666;font-size:14px;" data-flag="bk-span">01:07:04 有些策略虽然艳丽鲜亮，但就像毒蘑菇一样长期会暴雷</p><p style="color:#666666;font-size:14px;" data-flag="bk-span">01:16:08 构建主观多头权益FOF的标准</p><p style="color:#666666;font-size:14px;" data-flag="bk-span">01:25:18 价值高概率和成长是高赔率的取舍</p><p style="color:#666666;font-size:14px;" data-flag="bk-span"><span data-flag="bk-span" style="color:#666666;font-size:14px;">01:27:14 违约债的特殊机会投资也是价值投资的一种</span></p><p style="color:#666666;font-size:14px;" data-flag="bk-span"><span data-flag="bk-span" style="color:#666666;font-size:14px;">01:36:30 CTA策略在美国长期跑不赢债券</span></p><p style="color:#666666;font-size:14px;" data-flag="bk-span"><span data-flag="bk-span" style="color:#666666;font-size:14px;">01:47:07 资产配置很难抄作业，每个人的资产负债表都不一样</span></p><p style="color:#666666;font-size:14px;" data-flag="bk-span"><span data-flag="bk-span" style="color:#666666;font-size:14px;">01:56:59 优秀的FOF基金经理是美食家，要知其然，更要知其所以然</span></p><p style="color:#666666;font-size:14px;" data-flag="bk-span"><span data-flag="bk-span" style="color:#666666;font-size:14px;">02:01:35 如何培养审美？跟高质量的人在一起</span></p></blockquote><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>现在《不止投资》节目已经有听友群啦，群里会有节目的补充内容，同时我们也会不定期组织大家线下见面交流。如果你对我们感兴趣的话，请扫描下方二维码，备注《不止投资》听友，就可以等她拉你入群啦~</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"><img data-key="0" src="http://imagev2.xmcdn.com/storages/cfec-audiofreehighqps/F9/F4/GKwRIJELwAN9AAGLbwOLxToN.png!op_type=4&device_type=ios&upload_type=attachment&name=mobile_large" alt="" data-origin="http://imagev2.xmcdn.com/storages/cfec-audiofreehighqps/F9/F4/GKwRIJELwAN9AAGLbwOLxToN.png?op_type=0" data-large="http://imagev2.xmcdn.com/storages/cfec-audiofreehighqps/F9/F4/GKwRIJELwAN9AAGLbwOLxToN.png!op_type=4&device_type=ios&upload_type=attachment&name=mobile_large" data-large-width="750" data-large-height="737.7800407331976" data-preview="http://imagev2.xmcdn.com/storages/cfec-audiofreehighqps/F9/F4/GKwRIJELwAN9AAGLbwOLxToN.png!op_type=4&device_type=ios&upload_type=attachment&name=mobile_small" data-preview-width="140" data-preview-height="137.71894093686353"><br></p>
March 17, 2025
<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>投资，是为了更好的生活。你好，这里是《不止投资》，我是主理人靳佳，我们主要关注投资，商业，以及美好的生活</span><span>。</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>不好意思</span><span>又</span><span>让</span><span>大家</span><span>等待</span><span>多时</span><span>，</span><span>因为</span><span>年初</span><span>去东南亚和</span><span>香港</span><span>跑</span><span>了</span><span>一圈</span><span>，年后又去杭州和上海出差尽调，回北京之后流感中招，</span><span>状态</span><span>一直</span><span>不太好</span><span>，</span><span>没找到</span><span>录节目</span><span>的</span><span>节奏，跟大家说抱歉。</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>这是</span><span>一期</span><span>跟</span><span>燕妮聊基金的串台节目</span><span>，</span><span>燕妮</span><span>老师</span><span>是</span><span>专注</span><span>挑选</span><span>主动偏股公募基金</span><span>的</span><span>主理人</span><span>，</span><span>我们</span><span>在</span><span>去年</span><span>也</span><span>一起</span><span>合作</span><span>举办</span><span>了</span><span>资产</span><span>配置圈</span><span>第一期</span><span>课程</span><span>。</span><span>这期</span><span>嘉宾汪菲菲</span><span>是</span><span>我</span><span>的</span><span>多年</span><span>好友</span><span>，</span><span>是个</span><span>在</span><span>美国</span><span>年</span><span>生物科学</span><span>的</span><span>P</span><span>H</span><span>D</span><span>，</span><span>虽然</span><span>她</span><span>非</span><span>财经科班</span><span>，</span><span>但</span><span>凭借</span><span>系统</span><span>的</span><span>方法论，</span><span>构建</span><span>了一套适合自己且性价比</span><span>非常</span><span>高</span><span>的</span><span>投资</span><span>体系</span><span>。</span><span>她</span><span>能</span><span>收获</span><span>比较好</span><span>的理财</span><span>收益</span><span>，</span><span>我</span><span>总结下来</span><span>主要</span><span>三</span><span>点</span><span>，</span><span>一是</span><span>有合理的</span><span>财富</span><span>观念</span><span>，</span><span>二是</span><span>有</span><span>商业</span><span>投资</span><span>的</span><span>常识</span><span>，</span><span>三是</span><span>执行</span><span>纪律</span><span>非常</span><span>到位</span><span>，</span><span>非常</span><span>值得</span><span>普通人</span><span>参考</span><span>借鉴</span><span>。</span><span>所以</span><span>推荐给</span><span>大家</span><span>，</span><span>enjoy~</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>“知道了很多道理，但依然做不好投资”。其实在于底层逻辑的思维能力、情绪控制能力、分辨力、和三观等等，都有关系。很开心和燕妮和菲菲，就理财“通识教育”和具体做法，还有心态调整等方面，聊出很多共识，希望对你也有所收获。<br><br>嘉宾：<br><br><span>燕妮：燕妮聊基金主播，“一路有你”投顾组合主理人</span><br>汪菲菲：海归女博士，就职于生物医药公司，佛系理财人<br><br>时间轴</span></p><blockquote style="font-size:14px;margin:10px 0px;color:rgb(102, 102, 102);border-left:5px solid rgb(232, 232, 232);padding-left:15px;"><p style="color:#666666;font-size:14px;" data-flag="bk-span"><span style="color:#666666;font-size:14px;" data-flag="bk-span">03:26 非金融背景投资人的年化收益分享<br>06:28 个人理财策略分享<br>10:10 投资策略和职业发展讨论<br>12:19 理财投资应保持松弛态度<br>15:20 女性在投资配置中的优势与策略<br>18:26 投资策略分享与女性在投资领域的视角<br>22:37 银行理财和网格交易策略分享<br>26:58 探讨网格交易策略及其应用<br>30:51 价值投资与网格交易的策略融合<br>34:56 资产配置与FOF投资策略的深度解析<br>38:55 普通投资者的理财教育和理性思考<br>43:53 理解投资与个人理财的重要性<br>46:24 探讨目标成本与收益风险的八字真经<br>46:44 投资中的风险认知与心理承受能力<br>53:23 理财规划与心态转变的个人经历分享<br>59:44 理财与人生策略<br>01:05:35 理财规划与投资心态的深入探讨<br></span></p></blockquote><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;"><span>现在《不止投资》节目已经有听友群啦，群里会有节目的补充内容，同时我们也会不定期组织大家线下见面交流。如果你对我们感兴趣的话，请扫描下方二维码，备注《不止投资》听友，就可以等她拉你入群啦~</span></p><span><br></span><img data-key="0" src="http://imagev2.xmcdn.com/storages/332a-audiofreehighqps/A8/F0/GAqhQ6cLrb7YAAGLbwOAKJy6.png!op_type=4&device_type=ios&upload_type=attachment&name=mobile_large" alt="" data-origin="http://imagev2.xmcdn.com/storages/332a-audiofreehighqps/A8/F0/GAqhQ6cLrb7YAAGLbwOAKJy6.png?op_type=0" data-large="http://imagev2.xmcdn.com/storages/332a-audiofreehighqps/A8/F0/GAqhQ6cLrb7YAAGLbwOAKJy6.png!op_type=4&device_type=ios&upload_type=attachment&name=mobile_large" data-large-width="750" data-large-height="737.7800407331976" data-preview="http://imagev2.xmcdn.com/storages/332a-audiofreehighqps/A8/F0/GAqhQ6cLrb7YAAGLbwOAKJy6.png!op_type=4&device_type=ios&upload_type=attachment&name=mobile_small" data-preview-width="140" data-preview-height="137.71894093686353"><br>
December 6, 2024
靳佳 and guests Zheng Yongming and Fan Shuai explore the principles of value investing, discussing how experienced investors can navigate market changes and find their own investment style in the book "价值投资：从格雷厄姆到巴菲特".
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